NIELSEN FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NIELSEN FOUNDATION INC (EIN 47-5513015)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201723199349103247
Schema version
2016v3.1
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)
Return2017-11-15T15:02:46-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 Madison AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475513015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NIELSEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE NIELSEN FOUNDATION INCInCareOfNm
Business Name ControlNIELBusinessNameControlTxt
Phone2035633154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O NIELSEN 40 DANBURY ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA LONGOPersonNm
Person TitleSR VICE PRESIDENTPersonTitleTxt
Phone2035633154PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J PARELLOPreparerPersonNm
PTINP01080295PTIN
Phone6464713000PhoneNum
Preparation2017-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.188.12IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id13049920173195000104FederalOriginalSubmissionId
Federal Original Submission Id2017-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA47FF8DD5715699DF48307C25ACEE32075633D08AtSubmissionCreationDeviceId
At Submission Filing Device Id061919171EF570F7EF91D6556883685BED3C11EBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,119,741FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$36,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$68,524InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$68,524InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$289,411DividendsRevAndExpnssAmt
Dividends Net Invst Incm$271,446DividendsNetInvstIncmAmt
Dividends Adj Net Incm$0DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$89,028NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$89,028GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$96,430CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$36,446,963TotalRevAndExpnssAmt
Total Net Invst Incm$436,400TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,376TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30,045OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$29,913OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$132OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,045TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,289TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$132TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$150,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,289TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$120,132TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,296,918ExcessRevenueOverExpensesAmt
Net Investment Income$397,111NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$0SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,317,035SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,317,035SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$84AcctRcvblAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$84AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$84AcctRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,169,606USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,076,290USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$8,685,913CorporateStockEOYAmt
Corporate Stock EOYFMV$8,724,588CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$17,153,144CorporateBondsEOYAmt
Corporate Bonds EOYFMV$16,949,735CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$1,971,136OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,052,009OtherInvestmentsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$36,296,918TotalAssetsEOYAmt
Total Assets EOYFMV$36,119,741TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$36,296,918RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,296,918TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,296,918TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,296,918ExcessRevenueOverExpensesAmt
Subtotal$36,296,918SubtotalAmt
Tot Net Ast Or Fund Balances EOY$36,296,918TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADE SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$96,430GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$96,430GainOrLossAmt
Gains Minus Excess Or Losses$96,430GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$96,430CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$0NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$28,080,709NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,971NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,971AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$120,132QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,971InvestmentIncomeExciseTaxAmt
Subtotal$3,971SubtotalAmt
Tax Based On Investment Income$3,971TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$14,000AppliedToEsTaxAmt
Total Payments And Credits$14,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$17EsPenaltyAmt
Overpayment$10,012OverpaymentAmt
Applied To ES Tax$10,012AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE NIELSEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2035632882PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 DANBURY ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MITCH BARNS
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897PRESIDENT, DIRECTOR0.5$0$0$0
ERIC DALE
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897SECRETARY, DIRECTOR0.75$0$0$0
LISA LONGO
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897VICE PRESIDENT-FINANCE2.0$0$0$0
JAMERE JACKSON
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897DIRECTOR0.5$0$0$0
KAREN KORNBLUH
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897VICE PRESIDENT-GRANTS,DIRECTOR6.0$0$0$0
BILL BRADLEY
C/O THE NIELSEN FOUNDATION INC40 DANBURY ROADWILTONCT06897TREASURER2.0$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,754,984AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,753,350AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,508,334TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,508,334AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$427,625CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,080,709NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,404,035MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,404,035MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,971TaxBasedOnInvestmentIncomeAmt
Total Tax$3,971TotalTaxAmt
Distributable Before Adj$1,400,064DistributableBeforeAdjAmt
Distributable Before Ded$1,400,064DistributableBeforeDedAmt
Distributable As Adjusted$1,400,064DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,132ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$120,132QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,971PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$116,161AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,400,064DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$120,132QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$120,132AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,279,932UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FUTURE 5
135 ATLANTIC STREETSTAMFORDCT06901NONEPCGENERAL OPERATING SUPPORT TO THEIR MISSION TO HELP MOTIVATED, LOW-INCOME HIGH SCHOOL STUDENTS IN STAMFORD, CT, CONNECT TO THEIR FULL POTENTIAL$50,000
THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION
238 JEWETT AVEBRIDGEPORTCT06606NONEPC25 FOR 25 CAMPAIGN$25,000
THE RON CLARK ACADEMY
228 MARGARET ST SEATLANTAGA30315NONEPCSCHOLARSHIP PROGRAM$18,000
CITIZEN SCHOOLS
308 CONGRESS STREET 5TH FLOORBOSTONMA02210NONEPCCITIZEN SCHOOLS' BENEFIT$10,000
THE SIMON WIESENTHAL CENTER
1399 ROXBURY DRLOS ANGELESCA90035NONEPCSIMON WIESENTHAL CENTER HUMANITARIAN AWARD DINNER$10,000
NATIONAL ALLIANCE TO END HOMELESSNESS
1518 K STREET NWWASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT TO THEIR MISSION OF PREVENTING AND ENDING HOMELESSNESS IN THE UNITED STATES$5,000
EAGLE ACADEMY FOUNDATION
105 E 22ND STREET STE 911NEW YORKNY10010NONEPCGeneral operating support to their mission to develop & support a network of all male, grades 6 TO 12, college prep schools in urban communities that educate & mentor young men into future leaders committed to excellence in character, scholastic achievement & community service$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,524ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$289,411ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$89,028ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$446,963ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$446,963TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHE NIELSEN COMPANYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line140 DANBURY ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
FieldValueIRS element (for citing)
Total Contributions$36,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN FUNDS BD INDEX FD$15,664,303$15,429,051
MFC ISHARES IBOXX $ HIGH YIELD$1,488,841$1,520,684

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHN EMERGING MKTS EQTY$1,222,342$1,184,538
MFB NORTHN INTL EQTY INDEX FD$2,475,717$2,437,980
MFB NORTHN SMALL CAP INDEX FD$455,011$475,029
MFB NORTHN STK INDEX FD$3,620,602$3,705,207
MFB NORTHN MID CAP INDEX FD$912,241$921,834

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,169,606USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,076,290USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHN FDS GLOBAL REAL ESTAT COST$919,239$933,027
MFO PIMCO FDS PAC INVT MGMTAT COST$1,051,897$1,118,982

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$29,913$29,913$0$0
MISCELLANEOUS$132$0$0$132

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTHE NIELSEN COMPANYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 DANBURY ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$0Amt
Net Investment Income$9,376NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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