PEDIATRIC EPILEPSY RESEARCH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PEDIATRIC EPILEPSY RESEARCH FOUNDATION (EIN 20-1779737)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-10
- IRS object ID
- 201701009349100505
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-10T09:40:33-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-04-10 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $14,662,825 | 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 | $1,200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,206 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,206 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $66,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,079 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,079 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $274,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,624,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $274,258 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,044,283 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,044,283 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,390,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,388,826 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $70,285 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,610 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,660 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $12,853 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $11,206 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,000 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $59,217 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,257 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,799 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $192,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,129,999 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,129,999 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,322,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,129,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,067,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,388,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $70,285 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,130 | CashBOYAmt |
| Cash EOY | $98,769 | CashEOYAmt |
| Cash EOYFMV | $98,769 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,601,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,239,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,239,333 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $33,561 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $52,673 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $4,842,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,057,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,057,358 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $3,267,365 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,484,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,448,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,662,825 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,354,476 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,560,334 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,354,476 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,560,334 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,129,787 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,887,799 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,129,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,887,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,484,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,448,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,129,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,067,525 | ExcessRevenueOverExpensesAmt |
| Other Increases | $794,141 | OtherIncreasesAmt |
| Subtotal | $9,991,453 | SubtotalAmt |
| Other Decreases | $103,654 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,887,799 | 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 |
|---|---|---|---|---|---|---|
| Wells Fargo | P | 2016-01-01 | 2016-12-31 | $2,100,000 | $2,100,000 | |
| Wells Fargo | P | 2010-01-01 | 2016-12-31 | $250,000 | $250,000 | |
| Capital Gain Dividends | $274,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $274,258 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,556,749 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,977,153 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.15603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,323,838 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,542,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $580,965 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,550,203 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08869 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $455,682 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,318,179 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08568 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $431,474 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,218,355 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.13407 | DistributionYr5Rt |
| Total Distribution | 0.619449 | TotalDistributionRt |
| Average Distribution | 0.123890 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,947,206 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,480,139 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $53,888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,534,027 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,129,999 | 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 | $53,888 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $53,888 | SubtotalAmt |
| Tax Based On Investment Income | $53,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $106,561 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $106,561 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $52,673 | OverpaymentAmt |
| Applied To ES Tax | $52,673 | 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 (11 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 | $6,771 | ||||
| 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 | $601 | ||||
| David McLaughlin | |||||||||||
| 18714 Campbell Road | Dallas | TX | 75252 | Director | 0.00 | $0 | |||||
| Michael V Johnston MD | |||||||||||
| 509 Woodlawn Road | Baltimore | MD | 21210 | Director | 0.00 | $0 | |||||
| E Martina Bebin MD | |||||||||||
| 502 Governors Dr SW | Huntsville | AL | 35801 | Director | 0.00 | $0 | $799 | ||||
| Herbert Winokur | |||||||||||
| 30 East Elm Street | Greenwich | CT | 06830 | Director | 1.00 | $0 | |||||
| Peter Camfield MD | |||||||||||
| Director | 0.00 | $0 | $1,204 | 1208 Blenheim Terrace | Halifax | OC | B3HQ32 | ||||
| Deborah Hirtz MD | |||||||||||
| 38 Plains Road | Jericho | VT | 05465 | Director | 0.00 | $0 | $2,235 | ||||
| Sookyong Koh MD | |||||||||||
| 855 Emory Point Drive 3109 | Atlanta | GA | 30329 | Director | 0.00 | $0 | |||||
| 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 |
| Employee Benefits | $12,853 | EmployeeBenefitsAmt |
| 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 | Fifteen 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 | $8,823,238 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,267,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,129,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,129,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,947,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $597,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $597,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,888 | TotalTaxAmt |
| Distributable Before Adj | $543,472 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $543,472 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $543,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,129,999 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,129,999 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $53,888 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,076,111 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $543,472 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $300,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $227,099 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $301,207 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $966,623 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,141,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,937,239 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,129,999 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $543,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,586,527 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,523,766 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $300,365 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,223,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $227,099 | ExcessFromYear4Amt |
| Excess From Year3 | $301,207 | ExcessFromYear3Amt |
| Excess From Year2 | $966,623 | ExcessFromYear2Amt |
| Excess From Year1 | $1,141,945 | ExcessFromYear1Amt |
| Excess From Current Year | $1,586,527 | 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 (15 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 | $190,000 | |||||
| Child Neurology Foundation | ||||||||||||
| 201 Chicago Avenue Ste 200 | Minneapolis | MN | 55415 | None | PC | Research grants | $520,000 | |||||
| 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 | $34,783 | |||||
| University of California | ||||||||||||
| 1855 Folsom St 425 | San Francisco | CA | 94143 | None | GOV | Infrastructure / Registry | $106,358 | |||||
| University of Miami | ||||||||||||
| PO Box 248073 | Coral Gables | FL | 33124 | None | GOV | Endowment for medical students. | $500,000 | |||||
| University of Utah | ||||||||||||
| 540 Arapeen Drive Ste 250 | Salt Lake City | UT | 84108 | None | GOV | Endowment to fund chairmanship in pediatric neurology. | $500,000 | |||||
| Boston's Children's Hospital | ||||||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | None | GOV | Infrastructure / Registry | $90,000 | |||||
| University of Michigan | ||||||||||||
| 1000 Victors Way Ste 1A | Ann Arbor | MI | 48108 | None | GOV | Infrastructure / Registry | $90,000 | |||||
| Epilepsy Foundation | ||||||||||||
| 8301 Professional Place East 200 | Landover | MD | 20785 | None | PC | Scholarship to attend Neurology Meetings | $3,880 | |||||
| Tuberous Sclerosis Alliance | ||||||||||||
| 801 Roeder Road 750 | Silver Springs | MD | 20910 | None | PC | Sponsoring travel to TSC Conference | $25,000 | |||||
| Hugo Moser Research Institute | ||||||||||||
| 707 N Broadway | Baltimore | MD | 21205 | None | PC | Grant to complete study | $10,000 | |||||
| University of Colorado | ||||||||||||
| 13121 E 17th Ave RM 5323 MS 8410 | Aurora | CO | 80045 | None | GOV | Research Infantile Spasms | $14,478 | |||||
| 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 | $10,500 | 1208 Blenheim Ter | Halifax | Nova Scotia | CA | B3H4B2 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,129,999 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Child Neurology Foundation | |||||||
| 201 Chicago Avenue Ste 200 | Minneapolis | MN | 55415 | None | PC | Research grant | $827,000 |
| Weill Medical College Cornell Univ | |||||||
| 575 Lexington Ave 9th Floor | New York | NY | 10022 | None | GOV | Clinical / Translational Research | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $837,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,206 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,079 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $274,258 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty Income - Research | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,044,283 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,044,283 | ExclusionAmt |
| Related Or Exempt Function Incm | $344,543 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,388,826 | 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 | $4,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | The Investment Fund for Foundations | StockNm |
| EOY Book Value | $5,057,358 | EOYBookValueAmt |
| EOYFMV | $5,057,358 | EOYFMVAmt |
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 | $11,206 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on Publicly Traded Securities | Desc |
| Amt | $103,654 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank Fees | $44 |
| Insurance | $1,752 |
| Miscellaneous Donation | $1,300 |
| Office Expense | $4,703 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty Income - Research | Desc |
| Revenue And Expenses Per Books | $5,044,283 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,044,283 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Decrease in unpaid grants 1/1 to 12/31/16 | Desc |
| Amt | $794,141 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Grant Reviewers | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Income Tax on 2016 Income | $53,888 |
| Payroll Taxes | $5,329 |