PEDIATRIC EPILEPSY RESEARCH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PEDIATRIC EPILEPSY RESEARCH FOUNDATION (EIN 20-1779737)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349102703
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:55:44-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813925878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICK AND GROHMAN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 E Centerville Rd | AddressLine1Txt |
| City | Garland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75041 | 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 | 201779737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pediatric Epilepsy Research Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEDI | BusinessNameControlTxt |
| Phone | 9725668446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 Forest Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Roy Elterman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher Grohman CPA | PreparerPersonNm |
| PTIN | P01974969 | PTIN |
| Phone | 9722781090 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $19,364,056 | 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 | $2,404 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,544 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,544 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,544 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $778,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $778,919 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $778,919 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $221,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,868,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,621 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,499,550 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,499,550 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,509,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,506,634 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $785,464 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,452 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $71,310 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $11,781 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,268 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $81,115 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,452 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $211,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,944,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,944,953 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,156,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,944,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,352,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,506,634 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $785,464 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,769 | CashBOYAmt |
| Cash EOY | $78,439 | CashEOYAmt |
| Cash EOYFMV | $78,439 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,239,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,532,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,532,862 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $52,673 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $30,607 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $5,057,358 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,485,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,485,390 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $3,267,365 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $11,448,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,127,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,364,056 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,560,334 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,769,380 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $92 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,560,334 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,769,472 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,887,799 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,357,827 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,887,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,357,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,448,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,127,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,887,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,352,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $326,179 | OtherIncreasesAmt |
| Subtotal | $14,566,935 | SubtotalAmt |
| Other Decreases | $1,209,108 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,357,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Wells Fargo LT STMT #1 | P | 2015-01-01 | 2017-01-01 | $3,647,000 | $3,647,000 | ||
| Dreyfus Dynamic Total Return | P | 2016-12-27 | 2017-02-01 | $71 | $70 | $1 | $1 |
| Capital Gain Dividends | $221,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,621 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,076,111 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,947,206 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.17377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,556,749 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,977,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,323,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,542,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $580,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,550,203 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08869 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $455,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,318,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08568 | DistributionYr5Rt |
| Total Distribution | 0.659156 | TotalDistributionRt |
| Average Distribution | 0.131831 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,807,744 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,215,782 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75,066 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,290,848 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,944,953 | 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 | $75,066 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $75,066 | SubtotalAmt |
| Tax Based On Investment Income | $75,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,673 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $105,673 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $30,607 | OverpaymentAmt |
| Applied To ES Tax | $30,607 | 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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roy Elterman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9725668446 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 Forest Lane Ste B248 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752302507 | 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 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Roy D Elterman MD | |||||||||||
| 15309 Cypress Hills Drive | Dallas | TX | 75248 | President | 10.00 | $0 | $11,347 | ||||
| W Donald Shields MD | |||||||||||
| 5711 Stonecrest Drive | Agoura Hills | CA | 91301 | Vice President | 1.00 | $0 | |||||
| Stephen Ashwal MD | |||||||||||
| 11175 Campus Street Rm A 1120G | Loma Linda | CA | 92350 | Director | 1.00 | $0 | $971 | ||||
| Michael V Johnston MD | |||||||||||
| 509 Woodlawn Road | Baltimore | MD | 21210 | Director | 0.00 | $0 | $416 | ||||
| E Martina Bebin MD | |||||||||||
| 502 Governors Dr SW | Huntsville | AL | 35801 | Director | 0.00 | $0 | $644 | ||||
| Herbert Winokur | |||||||||||
| 30 East Elm Street | Greenwich | CT | 06830 | Director | 1.00 | $0 | |||||
| Peter Camfield MD | |||||||||||
| Director | 0.00 | $0 | $1,873 | 1208 Blenheim Terrace | Halifax | OC | B3HQ32 | ||||
| Deborah Hirtz MD | |||||||||||
| 38 Plains Road | Jericho | VT | 05465 | Director | 1.00 | $0 | $1,692 | ||||
| Sookyong Koh MD | |||||||||||
| 855 Emory Point Drive 3109 | Atlanta | GA | 30329 | Director | 0.00 | $0 | $509 | ||||
| Eric Weatherford | |||||||||||
| 3812 Shady Hill Drive | Dallas | TX | 75229 | Director | 0.00 | $0 | |||||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen McEwen | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1509 Reston | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administration | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $64,260 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Twenty non-profit organizations were supplied grants for pediatric epilepsy and neurology research. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,796,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,267,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,063,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,063,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,807,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $840,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $840,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,066 | TotalTaxAmt |
| Distributable Before Adj | $765,321 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $765,321 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $765,321 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,944,953 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,944,953 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $75,066 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,869,887 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $765,321 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $227,099 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $301,207 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $966,623 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,141,945 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,586,527 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,223,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,944,953 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $765,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,179,632 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,403,033 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $227,099 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,175,934 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $301,207 | ExcessFromYear4Amt |
| Excess From Year3 | $966,623 | ExcessFromYear3Amt |
| Excess From Year2 | $1,141,945 | ExcessFromYear2Amt |
| Excess From Year1 | $1,586,527 | ExcessFromYear1Amt |
| Excess From Current Year | $2,179,632 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dr Roy Elterman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 Forest Lane B248 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752302507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9725668446 | RecipientPhoneNum |
| Recipient Email Address | perf2004@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Applicants should contact the foundation to obtain their application forms and a listing of required materials. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None - Applications are accepted throughout the year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards are for research in the fields of pediatric epilepsy and neurology research only. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Weill Medical College Cornell Univ | ||||||||||||
| 575 Lexington Ave 9th Floor | New York | NY | 10022 | None | GOV | Clinical / Translational Research | $10,000 | |||||
| Child Neurology Foundation | ||||||||||||
| 201 Chicago Avenue Ste 200 | Minneapolis | MN | 55415 | None | PC | Research grants | $343,667 | |||||
| Loma Linda University | ||||||||||||
| PO Box 2000 | Loma Linda | CA | 92354 | None | PC | Research | $10,000 | |||||
| University of California | ||||||||||||
| 3333 California Steet Ste 315 | San Francisco | CA | 94118 | None | GOV | Infrastructure / Registry Research | $36,963 | |||||
| University of California | ||||||||||||
| 3333 California Steet Ste 315 | San Francisco | CA | 94118 | None | GOV | Research | $150,823 | |||||
| University of Miami | ||||||||||||
| PO Box 248073 | Coral Gables | FL | 33124 | None | GOV | Endowment for medical students scholarships. | $250,000 | |||||
| Boston's Children's Hospital | ||||||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | None | GOV | Infrastructure / Registry | $45,000 | |||||
| University of Michigan | ||||||||||||
| 1000 Victors Way Ste 1A | Ann Arbor | MI | 48108 | None | GOV | Infrastructure / Registry | $100,000 | |||||
| Epilepsy Foundation | ||||||||||||
| 8301 Professional Place East 200 | Landover | MD | 20785 | None | PC | Scholarship to attend Neurology Meetings | $4,500 | |||||
| UT Southwestern Medical Center | ||||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | GOV | Research Fund | $10,000 | |||||
| Colorado Nonprofit Development Cent | ||||||||||||
| 789 Sherman Street 250 | Denver | CO | 80203 | None | PC | Pediatric Epilepsy research consortium | $25,000 | |||||
| IWK Health Centre | ||||||||||||
| None | PC | Research transition of care | $6,400 | 1208 Blenheim Ter | Halifax | Nova Scotia | CA | B3H4B2 | ||||
| Center for Disease Control | ||||||||||||
| PO BOX 15580 | Atlanta | GA | 30333 | none | GOV | Research Grant | $10,000 | |||||
| UAB Neurology Department | ||||||||||||
| 1720 7th Avenue South SC350E | Birmingham | AL | 35233 | None | PC | Research Grant | $10,000 | |||||
| Boston Medical Center | ||||||||||||
| 660 Harrison Ave 2nd Floor | Boston | MA | 02118 | None | PC | Research Grant | $90,000 | |||||
| University of Michigan | ||||||||||||
| BOX 223131 | Pittsburgh | PA | 15251 | None | GOV | PERF Award | $98,100 | |||||
| Weill Medical College Cornell Univ | ||||||||||||
| 575 Lexington Avenue | New York | NY | 10022 | None | GOV | Clinical/Translational Research | $225,000 | |||||
| UT Southwestern Medical Center | ||||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | GOV | Endowment for the Use of UT Southwestern | $500,000 | |||||
| UCLA Foundation | ||||||||||||
| 10833 Le Conte Avenue BOX 957296 | Los Angeles | CA | 92350 | None | GOV | endowment | $532,500 | |||||
| CH Neurology Foundation | ||||||||||||
| 300 Longwood Ave | Boston | MA | 02115 | None | PC | Support research of Gusman, MD | $10,000 | |||||
| Foundation for Batten Hope | ||||||||||||
| 3963 Maple Ave Suite 390 | Dallas | TX | 75219 | None | PC | Donation | $1,500 | |||||
| American Epilepsy Society | ||||||||||||
| 135 South LaSalle 2850 | Chicago | IL | 60603 | None | PC | Hurricane Harvey Relief | $1,000 | |||||
| American Brain Foundation | ||||||||||||
| 201 Chicago Ave | Minneapolis | MN | 55415 | None | PC | Donation | $1,000 | |||||
| Heroes for Children | ||||||||||||
| 1701 Gateway Blvd 410 | Richardson | TX | 75080 | None | PC | Donation | $1,000 | |||||
| University of Colorado | ||||||||||||
| 13121 E 17th Ave RM 5323 MS 8410 | Aurora | CO | 80045 | None | GOV | Research | $450,000 | |||||
| American Epilepsy Society | ||||||||||||
| 135 South LaSalle 2850 | Chicago | IL | 60603 | None | PC | Endowment | $22,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,944,953 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,544 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $778,919 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $221,621 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty Income - Research | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $6,499,550 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,499,550 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,007,084 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,506,634 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FMV Royalty Rights on Drug Study | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| EOYFMV | $3,267,365 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,268 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Increase in unpaid grants 1/1 to 12/31/17 | Desc |
| Amt | $1,209,108 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank Fees | $30 |
| Group Meal | $1,260 |
| Insurance | $4,542 |
| Office Expense | $4,620 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty Income - Research | Desc |
| Revenue And Expenses Per Books | $6,499,550 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,499,550 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Publicly Traded Securities | Desc |
| Amt | $326,179 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PR Lia | Desc |
| EOY Book Value | $92 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Foreign Taxes | $502 |
| Income Tax on 2017 Income | $75,066 |
| Payroll Taxes | $5,547 |