MARLENE NATHAN MEYERSON FAMILY FOUNDATION: Form 990PF, tax year 2016
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- Organization
- MARLENE NATHAN MEYERSON FAMILY FOUNDATION (EIN 75-2797176)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349102379
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:57:33-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752797176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE NATHAN MEYERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARL | BusinessNameControlTxt |
| Phone | 2144432000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN TRUMPOWER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2144432000 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.0.230.112 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 12:06:15 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 44DFC00F74EDF4611FD4E054B7A61451C0ECE2AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 03F219CD7EB541798A0FA87045CD3CB78513D435 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,903,720 | 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 | $83,333 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,997,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,145 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $178,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,062 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,531 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,531 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,676 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,838 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,082 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,082 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,454 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,808 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $785,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $785,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $834,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $798,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$655,839 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,205 | CashBOYAmt |
| Cash EOY | $248,166 | CashEOYAmt |
| Cash EOYFMV | $248,166 | CashEOYFMVAmt |
| Acct Rcvbl | $304 | AcctRcvblAmt |
| Acct Rcvbl EOY | $304 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $304 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,557,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,211,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,211,444 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $871,078 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $443,806 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $443,806 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,561,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,903,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,903,720 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,561,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,903,720 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,561,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,903,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,561,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,903,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,561,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$655,839 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,905,561 | SubtotalAmt |
| Other Decreases | $1,841 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,903,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - 84124 | $609,862 | $615,671 | -$5,809 | -$5,809 |
| PUBLICLY TRADED SECURITIES - 84124 | $286,847 | $234,404 | $52,443 | $52,443 |
| PUBLICLY TRADED SECURITIES - 84577 | $22,718 | $21,924 | $794 | $794 |
| PUBLICLY TRADED SECURITIES - 84577 | $158,868 | $130,911 | $27,957 | $27,957 |
| PUBLICLY TRADED SECURITIES - 85448 | $31,549 | $32,826 | -$1,277 | -$1,277 |
| PUBLICLY TRADED SECURITIES - 85448 | $155,922 | $163,856 | -$7,934 | -$7,934 |
| PUBLICLY TRADED SECURITIES - 85449 | $105,891 | $104,011 | $1,880 | $1,880 |
| PUBLICLY TRADED SECURITIES - 85449 | $531,709 | $580,741 | -$49,032 | -$49,032 |
| UBS 84124 - LTCG DISTRIBUTION | $96 | $96 | $96 | |
| UBS 85448 - LTCG DISTRIBUTION | $375 | $375 | $375 | |
| PUBLICLY TRADED SECURITIES - 84124 | $41,078 | $41,259 | -$181 | -$181 |
| PUBLICLY TRADED SECURITIES - 84577 | $37,020 | $10,950 | $26,070 | $26,070 |
| PUBLICLY TRADED SECURITIES - 85448 | $15,833 | $16,070 | -$237 | -$237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $604,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,893,142 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.209005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $776,328 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,542,211 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.219165 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $315,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,802,527 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082976 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $798,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,066,139 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.196364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $807,442 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,672,590 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.172804 | DistributionYr5Rt |
| Total Distribution | 0.880314 | TotalDistributionRt |
| Average Distribution | 0.176063 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,137,975 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $376,418 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $376,999 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $798,401 | 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 | $581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,659 | OverpaymentAmt |
| Applied To ES Tax | $1,659 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2M COMPANIES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2144432000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARLENE MEYERSON | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARTI A MEYERSON | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARVIN NATHAN | ||||||||
| 2800 POST OAK BLVD 61ST FLOOR | HOUSTON | TX | 77056 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MORTON H MEYERSON | ||||||||
| 4441 BUENA VISTA STREET | DALLAS | TX | 75205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,010,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,170,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,170,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,137,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $581 | TotalTaxAmt |
| Distributable Before Adj | $106,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $798,401 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $798,401 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $581 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $797,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $578,622 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $596,392 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $132,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $605,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $464,493 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,377,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $798,401 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $692,083 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,069,926 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $578,622 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,491,304 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $596,392 | ExcessFromYear4Amt |
| Excess From Year3 | $132,843 | ExcessFromYear3Amt |
| Excess From Year2 | $605,493 | ExcessFromYear2Amt |
| Excess From Year1 | $464,493 | ExcessFromYear1Amt |
| Excess From Current Year | $692,083 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARLENE MEYERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $433,333 |
| MOUNT SINAI HEALTH SYSTEMS | |||||||
| BOX 1049 | NEW YORK | NY | 100296574 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| UT HARRY RANSOM CENTER | |||||||
| PO DRAWER 4219 | AUSTIN | TX | 78713 | NONE | PC | PROGRAM SUPPORT OF THE NATIONAL ENDOWMENT FOR THE HUMANITIES | $100,000 |
| COOPER-HEWITT NATIONAL DESIGN MUSEUM | |||||||
| 2 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | FOR THE PURCHASE OF ACQUISITIONS FOR THE MUSEUM | $15,000 |
| THE SHEFA SCHOOL | |||||||
| 180 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALATA | SANTA FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | NONE | PC | REBUILD THE FIELDSTON LOWER BUILDING CAPITAL CAMPAIGN | $5,000 |
| THE WINDWARD SCHOOL | |||||||
| 13 WINDWARD AVE | WHITE PLAINS | NY | 10605 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $785,833 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $566,667 |
| THE SHEFA SCHOOL | |||||||
| 180 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $22,500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | PROGRAM SUPPORT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $789,167 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,619 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,145 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 523000 | BusinessCd |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,257 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,257 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARLENE N MEYERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $83,333 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LAND - 61 PASEO DEL RANCHO | NoncashPropertyDesc |
| Fair Market Value | $83,333 | FairMarketValueAmt |
| Received | 2016-11-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,676 | Amt |
| Net Investment Income | $6,838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,838 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS 5449 SECURITIES - FIXED INCOME | BondNm |
| EOY Book Value | $443,806 | EOYBookValueAmt |
| EOYFMV | $443,806 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 4124 SECURITIES - EQUITY | $482,197 | $482,197 |
| UBS 4577 SECURITIES - EQUITY | $353,494 | $353,494 |
| UBS 5448 SECURITIES - EQUITY | $375,753 | $375,753 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,062 | LegalFeesAmt |
| Net Investment Income | $3,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,531 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,841 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $20,619 | $20,619 | $0 |
| BANK SERVICE CHARGES | $452 | $336 | $116 |
| D & O INSURANCE EXPENSE | $1,706 | $853 | $853 |
| OFFICE SUPPLIES | $148 | $0 | $148 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTION | $2,323 | $0 | $2,323 |
| OTHER INCOME | $170 | $170 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $2,164 | Amt |
| Net Investment Income | $1,082 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,082 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLENE N MEYERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4441 BUENA VISTA ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $1,315 | $0 | $0 |
| FOREIGN INCOME TAX - UBS | $1,454 | $1,454 | $0 |
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