MEDIATHE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MEDIATHE FOUNDATION INC (EIN 11-3641353)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-17
- IRS object ID
- 201710769349100701
- Schema version
- 2015v3.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-17T13:58:33-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113641353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDIATHE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 9494994154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32932 PACIFIC CST HIGHWY NO 14-485 | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WALKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9494994154 | PhoneNum |
| Signature | 2017-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,839,887 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $703,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,763 | 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 |
| Accounting Fees Rev And Expnss | $3,544 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,772 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,772 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,832 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,092 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,159 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,708 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $310,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $310,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $310,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $310,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,493,646 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,445,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,445,179 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,905,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,839,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,839,887 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,905,314 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,839,887 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,905,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,839,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,905,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,839,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,905,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $203 | OtherIncreasesAmt |
| Subtotal | $1,839,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,839,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $689,571 | $719,168 | -$29,597 | -$29,597 |
| CAPITAL GAINS DIVIDENDS | P | $13,900 | $13,900 | $13,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,571,343 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054667 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $142,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $795,892 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.179526 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,391 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $609,816 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080993 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,323 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $640,334 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.247251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $470,096 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $964,309 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.487495 | DistributionYr5Rt |
| Total Distribution | 1.049932 | TotalDistributionRt |
| Average Distribution | 0.209986 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,491,048 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $313,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $313,381 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,092 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $563 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $563 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,456 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,456 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,893 | OverpaymentAmt |
| Applied To ES Tax | $7,893 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MEDIATHE.ORG | WebsiteAddressTxt |
| Individual With Books | LUTZ AND CARR | IndividualWithBooksNm |
| Phone | 2126972299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH A WALKER | ||||||||
| 32932 PACIFIC COAST HIGHWAY | DANA POINT | CA | 92629 | PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY M WALKER | ||||||||
| 32932 PACIFIC COAST HIGHWAY | DANA POINT | CA | 92629 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| GILBERT HSIAO | ||||||||
| 133 CLINTON STREET | BROOKLYN | NY | 11201 | DIRECTOR | 0.50 | $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 | $1,428,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,513,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,513,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,491,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $563 | TotalTaxAmt |
| Distributable Before Adj | $73,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,092 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,092 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,092 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $423,021 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,850 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,488 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $115,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,557 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $696,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,092 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,103 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $700,767 | 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 | $423,021 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $277,746 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,850 | ExcessFromYear4Amt |
| Excess From Year3 | $19,488 | ExcessFromYear3Amt |
| Excess From Year2 | $115,748 | ExcessFromYear2Amt |
| Excess From Year1 | $11,557 | ExcessFromYear1Amt |
| Excess From Current Year | $4,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH A WALKER | ContributingManagerNm |
| Contributing Manager | NANCY M WALKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMAIL APPLICATIONS ONLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDIATHEYAHOOCOM | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9494994154 | RecipientPhoneNum |
| Recipient Email Address | MEDIATHE@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE, WWW.MEDIATHE.ORG, FOR APPLICATION FORMAT AND MATERIALS TO BE INCLUDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1, EACH YEAR FOR ALL GRANT APPLICATIONS FOR THE FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | MEDIATHE FOUNDATION INC. SUPPORTS NOT-FOR-PROFIT ORGANIZATIONS FOCUSING ON NEW MEDIA PERFORMANCE ARTS, THE DEVELOPMENT OF NEW MEDIA CONTENT, HUMANITARIAN CAUSES, AND THE ENVIRONMENT, PARTICULARLY ALTERNATIVE ENERGY SOURCES AND NATURE PRESERVATION. ALL APPLICATES MUST BE A U.S.A. NOT-FOR-PROFIT ORGANIZATION. | 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 Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGEL CITY ARTS | ||||||||
| 520 BAUGHMAN AVENUE | CLAREMONT | CA | 91711 | NONE | 501(C)(3) | FUNDS FOR PRESENTATION OF ANGEL CITY JAZZ FESTIVAL | $10,000 | |
| BYRD HOFFMAN WATERMILL FOUNDATION | ||||||||
| 115W 29TH ST | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | |
| CIRCUIT NETWORK | ||||||||
| 499 ALABAMA STREET | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | |
| CLOCKTOWER PRODUCTIONS | ||||||||
| 159 PIONEER STREET | BROOKLYN | NY | 11231 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | |
| COAXIAL ARTS FOUDNAITON | ||||||||
| 1815 S MAIN ST | LOS ANGELAS | CA | 90015 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | |
| HARVEST WORKS INC | ||||||||
| C/O CAROL PARKINSON 596 BROADWAY | NEW YORK | NY | 100123210 | NONE | 501(C)(3) | COMMISSIONING PROGRAM AND TEMPORAL ART | $5,000 | STE 602 |
| HOME FOR CONTEMPORARY THEATER (HERE) | ||||||||
| 145 6TH AVENUE | NEW YORK | NY | 10013 | NONE | 501(C)(3) | COMMISSIONING | $5,000 | |
| ISSUE PROJECT ROOM | ||||||||
| 22 BOERUM PLACE GROUND FL | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT AND COMMISSIONING | $4,000 | |
| LAMPO | ||||||||
| C/O ANDREW FENCHEL 215 E CHESTNUT | CHICAGO | IL | 60611 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | ST 1801 |
| MISHINNAH PRODUCTIONS | ||||||||
| 71 FERNBANK AVE | DELMAR | NY | 12054 | NONE | 501(C)(3) | COMMISSIONING | $5,000 | |
| MOLAKAI LAND TRUST | ||||||||
| PO BOX 1884 | KAUNAKAKAI | HI | 96748 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| PARALLEL STUDIOS | ||||||||
| 167 SOARING HAWK TRAIL | SANTA FE | NM | 87508 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | |
| PROVIDENCE PRODUCTIONS | ||||||||
| 155 WOOSTER ST | NEW YORK | NY | 10012 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 | |
| ROULETTE INTERMEDIUM INC | ||||||||
| C/O JIM STALEY 228 WEST BROADWAY 2 | NEW YORK | NY | 100132456 | NONE | 501(C)(3) | MIXOLOGY FESTIVAL | $10,000 | |
| SIGNAL CULTURE (PAID THROUGH FRACTURED ATLAS) | ||||||||
| 68 NORTH AVENUE 3RD FLOOR | OWEGO | NY | 13827 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,066 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LUTZ AND CARR - ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $3,544 | Amt |
| Net Investment Income | $1,772 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,772 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE & COX INTL STOCK FUND | FMV | $48,393 | $48,393 |
| FMI LARGE CAP FUND | FMV | $49,538 | $49,538 |
| JP MORGAN US LARGE CAP CORE PLUS FUND | FMV | $51,018 | $51,018 |
| JPMORGAN HIGH YIELD BOND FUND | FMV | $74,428 | $74,428 |
| SPDR S&P 500 ETF TRUST | FMV | $309,634 | $309,634 |
| JP MORGAN LARGE CAP GROWTH FUND | FMV | $18,740 | $18,740 |
| ISHARES S&P MIDCAP 400 INDEX FUND | FMV | $47,131 | $47,131 |
| JP MORGAN TR INFL MANAGED BD | FMV | $31,460 | $31,460 |
| MATTHEWS PACIFIC TIGER INSTL FD | FMV | $19,518 | $19,518 |
| DOUBLELINE FDS TR | FMV | $29,173 | $29,173 |
| INV BALANCED RISK ALLOC | FMV | $30,715 | $30,715 |
| JPM GLBL RES ENH INDEX FD | FMV | $81,174 | $81,174 |
| T ROWE PRICE OVERSEAS STOCK | FMV | $45,349 | $45,349 |
| BROWN ADV JAPAN ALPHA OPP | FMV | $23,920 | $23,920 |
| PIMCO TOTAL RETURN FD | FMV | $43,134 | $43,134 |
| EQUINOX FDS CAMPBELL STRATEGY | FMV | $25,469 | $25,469 |
| JOHN HANCOCK INCOME FD CL I | FMV | $36,453 | $36,453 |
| FMV | $36,980 | $36,980 | |
| BLACKROCK INTL INDEX | FMV | $87,544 | $87,544 |
| AQR LONG-SHORT EQ | FMV | $23,149 | $23,149 |
| CRM LONG/SHORT OPPO F | FMV | $22,612 | $22,612 |
| PIMCO UNCONSTRAINED BND | FMV | $22,694 | $22,694 |
| PIMCO MTG OPPO | FMV | $22,359 | $22,359 |
| JPM UNCONSTRAINED DEB FD | FMV | $35,765 | $35,765 |
| VANGUARD TOTAL BOND MKT INDEX FD | FMV | $129,842 | $129,842 |
| VANGUARD INTN TRM INV | FMV | $28,000 | $28,000 |
| ISHARES JP MORGAN EM BOND FUND | FMV | $27,874 | $27,874 |
| CAPITAL GR NON US EQUITY | FMV | $43,113 | $43,113 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| MAILING AND SHIPPING | $70 | $0 | $70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $203 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $4,832 | Amt |
| Net Investment Income | $4,832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments