MELAMED FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MELAMED FAMILY FOUNDATION (EIN 80-0031024)
Tax period
2017-06-01 to 2018-05-31
Filed
2018-10-10
IRS object ID
201822839349100202
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-10T08:52:44-04:00ReturnTs
Tax Period End2018-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561761295PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RABON & DAILEY LLP CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17610-200 SIX FORKS ROADAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27615ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800031024EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MELAMED FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELABusinessNameControlTxt
Phone9196913875PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19832 KOUPELA DRIVEAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH MELAMEDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9196913875PhoneNum
Signature2018-10-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD E PROCTORPreparerPersonNm
PTINP00352187PTIN
Phone9198440565PhoneNum
Preparation2018-10-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.57.239.218IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-10IPDt
IP Tm07:52:44IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id781825FCEED99A06439B88254AB98E0C395A2C16AtSubmissionCreationDeviceId
At Submission Filing Device Id6E7028FA201DF9FA7521D31677994E3C567E55A4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$913,548FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,972DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,972DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,789NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,560GrossSalesPriceAmt
Total Rev And Expnss$18,293TotalRevAndExpnssAmt
Total Net Invst Incm$25,982TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,425AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$241TaxesRevAndExpnssAmt
Taxes Net Invst Incm$241TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,917OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,817OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,583TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,058TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,579ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,579ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,058TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,579TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,869ExcessRevenueOverExpensesAmt
Net Investment Income$23,924NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$45,904SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,635SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,635SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$297,453CorporateStockBOYAmt
Corporate Stock EOY$267,853CorporateStockEOYAmt
Corporate Stock EOYFMV$869,913CorporateStockEOYFMVAmt
Total Assets BOY$343,357TotalAssetsBOYAmt
Total Assets EOY$311,488TotalAssetsEOYAmt
Total Assets EOYFMV$913,548TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$343,357CapitalStockBOYAmt
Capital Stock EOY$311,488CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$343,357TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$311,488TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$343,357TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$311,488TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$343,357TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,869ExcessRevenueOverExpensesAmt
Subtotal$311,488SubtotalAmt
Tot Net Ast Or Fund Balances EOY$311,488TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,763AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$942,927NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044291DistributionYr1Rt
Adjusted Qlfy Distri Yr2$40,768AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$838,576NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048616DistributionYr2Rt
Adjusted Qlfy Distri Yr3$31,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$834,385NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037153DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,832AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$675,243NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044180DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$546,344NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.030018DistributionYr5Rt
Total Distribution0.204258TotalDistributionRt
Average Distribution0.040852AverageDistributionRt
Net Vl Noncharitable Assets$1,017,298NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,559AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$239NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,798AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,579QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$239InvestmentIncomeExciseTaxAmt
Subtotal$239SubtotalAmt
Tax Based On Investment Income$239TaxBasedOnInvestmentIncomeAmt
Tax Due$239TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSEPH MELAMEDIndividualWithBooksNm
Phone9196913875PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19832 KOUPELA DRAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27614ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH MELAMED
9832 KOUPELA DRRALEIGHNC27614DIRECTOR000.00$0$0$0
DANIEL MELAMED
111 KOZLOWSKI RDELIZAVILLENY12523DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$975,663AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,127AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,032,790TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,032,790AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,492CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,017,298NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,865MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,865MinimumInvestmentReturnAmt
Tax Based On Investment Income$239TaxBasedOnInvestmentIncomeAmt
Total Tax$239TotalTaxAmt
Distributable Before Adj$50,626DistributableBeforeAdjAmt
Distributable Before Ded$50,626DistributableBeforeDedAmt
Distributable As Adjusted$50,626DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,579ExpensesAndContributionsAmt
Qualifying Distributions$46,579QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$239PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,340AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,626DistributableAsAdjustedAmt
Undistributed Income PY$46,579UndistributedIncomePYAmt
Qualifying Distributions$46,579QualifyingDistributionsAmt
Applied To Year1$46,579AppliedToYear1Amt
Undistributed Income CY$50,626UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UPPER HUDSON PLANNED PARENTHOOD
855 CENTRAL AVENUEALBANYNY12206GENERAL PURPOSE$23,289
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065GENERAL PURPOSE$23,290
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,579TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,972ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$7,789RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,982ExclusionAmt
Related Or Exempt Function Incm-$7,789RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,193TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,425Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmtBasisBasisAmt
.239 JOHNSON & JOHNSON2010-01PURCHASE2018-02$31$31
1480 NUVEEN TX ADV TOTAL2010-01PURCHASE2018-04$19,529-$7,820$27,349

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JOHNSON & JOHNSON$267,853$869,913
NUVEEN

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT ACCOUNT FEES$1,817$1,817
ANNUAL FILING FEE$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINTERNAL REVENUE SERVICECategoryTxt
Amt$241Amt
Net Investment Income$241NetInvestmentIncomeAmt

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