MEAD FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MEAD FAMILY FOUNDATION (EIN 52-1646030)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-02
- IRS object ID
- 201723069349100802
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-02T10:07:00-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 530126010 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT PHILIPSON & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8601 GEORGIA AVE STE 1001 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | 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 | 521646030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEAD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O INTENTIONAL PHILANTHROPY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAD | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER NO 350 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INTENTIONAL PHILANTHROPY LLC | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2017-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PHILIPSON | PreparerPersonNm |
| PTIN | P00169171 | PTIN |
| Phone | 3016083900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.253.0.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-30 | IPDt |
| IP Tm | 19:19:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B1A44B3CDE21C76D6A13B247F34D22201B586791 | AtSubmissionFilingDeviceId |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,659,888 | 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 | $2,100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,990 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,990 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $375,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $375,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,399 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $566,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,399 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $84,073 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $84,073 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,796,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $696,221 | 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 | $7,986 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,993 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,993 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $212,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $133,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,722 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,722 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,958 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,958 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,261 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,261 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,307 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,233 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $277,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $167,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,092,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,092,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,369,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,259,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,426,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $594,001 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,134 | CashBOYAmt |
| Cash EOY | $18,305 | CashEOYAmt |
| Cash EOYFMV | $18,305 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $702,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,294,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,294,962 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,228,457 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,361,194 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,367,298 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,991,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,716,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,682,763 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $826,207 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,009,429 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $998,291 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $148,601 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,419 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $289,547 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,946 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,722 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,722 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,964,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,418,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,659,888 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $18,748 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $43,305 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,305 | 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 | $19,946,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,375,261 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,946,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,375,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,964,962 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,418,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,946,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,426,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,091 | OtherIncreasesAmt |
| Subtotal | $21,375,261 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,375,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| SCHWAB #6608 | $336,112 | $331,850 | $4,262 | $4,262 | ||
| CITI PRIVATE SELECT FUND LOSS ON FINAL DISPOSITION | $2,092 | -$2,092 | -$2,092 | P | 2016-12-31 | |
| CAPITAL GAINS DIVIDENDS | $230,229 | $230,229 | $230,229 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,399 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,146,002 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,813,936 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $970,019 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,323,655 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045490 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $882,476 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,396,361 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $905,949 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,520,478 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $861,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,793,747 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048439 | DistributionYr5Rt |
| Total Distribution | 0.243669 | TotalDistributionRt |
| Average Distribution | 0.048734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,093,481 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,076,704 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,940 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,082,644 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,259,045 | 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 | $5,940 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,940 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,491 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $26,491 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,551 | OverpaymentAmt |
| Applied To ES Tax | $20,551 | 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 | MD | 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 |
| Individual With Books | INTENTIONAL PHILANTHROPY LLC | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER SUITE 350 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH MEAD | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| DIANA MEAD | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RITA BERG | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHRISTELLE SIOHAN | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | CO-TREASURER | 0.00 | $0 | $0 | $0 |
| STEPHEN MEAD | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM TUEGEL | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 3 BETHESDA METRO 960 | BETHESDA | MD | 20814 | FOUNDATION MGMT | $133,600 |
| BRONFMAN EL ROTHSCHILD LP | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT ADVISOR | $79,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $21,259,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $777,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $392,463 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,429,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,429,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $336,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,093,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,104,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,104,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,940 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,940 | TotalTaxAmt |
| Distributable Before Adj | $1,098,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,098,734 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,098,734 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,259,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,259,045 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,940 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,253,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,098,734 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $30,713 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $65,125 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,259,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,098,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $160,311 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $256,149 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,149 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,713 | ExcessFromYear4Amt |
| Excess From Year1 | $65,125 | ExcessFromYear1Amt |
| Excess From Current Year | $160,311 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEAD FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 350 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3017614433 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE CONTACT ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS BY MARCH 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE CONTACT ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION OTHER SOLICITED GRANTS ARE AWARDED THROUGH A THIRD GENERATION BOARD DEVELOPMENT PROGRAM. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTRIBUTIONS MADE BY MEAD FAMILY FOUNDATION - SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER STE 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PLEASE CONTACT INTENTIONAL PHILANTROPHY AT ABOVE ADDRESS FOR MORE DETAIL. | GrantOrContributionPurposeTxt |
| Amt | $1,092,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,092,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,990 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $375,759 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $232,399 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $696,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $696,221 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAYLEE MEAD 2008 CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2220 DELAWARE AVENUE 14TH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,986 | Amt |
| Net Investment Income | $3,993 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,993 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990 PF - PART IV LINE 1 CAPITAL GAINS & LOSSES | DETAILED SCHEDULE OF REALIZED GAINS & LOSSES AVAILABLE UPON REQUEST |
| FORM 990 PF - PART XV LINE 3 GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR O | DETAILED SCHEDULE OF CONTRIBUTIONSNAME AMOUNT ASSOCIATION OF ARTISTS AND CRAFTSMEN OF PORTER COUNTY 5,000.00 AU SCHOOL OF COMMUNICATION 5,000.00 AUDUBON NATURALIST SOCIETY 20,000.00 BOOK HARVEST 500.00 BOYS & GIRLS CLUBS OF CENTRAL FLORIDA 15,000.00 CHILDREN'S INN AT NIH 20,000.00 CITY OF TALLAHASSEE - PALMER MUNROE TEEN CENTER 15,000.00 COLLEGE TRACKS 31,000.00 COMMUNITIES IN SCHOOLS OF DURHAM 10,000.00 COMPASS CENTER FOR WOMEN & FAMILIES 35,000.00 EAST DURHAM CHILDREN'S INITIATIVE 30,000.00 EMILY K. CENTER 20,000.00 ENVIRONMENTAL WORKING GROUP 5,000.00 FARMER FOODSHARE 16,000.00 FOOD RECOVERY NETWORK 18,000.00 FREEDOM IN CREATION 6,500.00 FUTURE LINK 26,000.00 GENERAL H. HUGH SHELTON LEADERSHIP CENTER 5,000.00 GENERATION HOPE 20,000.00 GOBABYGO@IU 5,000.00 IDENTITY 20,000.00 IMAGINE MISSIONS 5,000.00 INTER-FAITH FOOD SHUTTLE 47,000.00 KABOOM! 20,000.00 KID MUSEUM 20,000.00 KIDZNOTES 45,000.00 KIDZU CHILDREN'S MUSEUM 5,000.00 LUCY DANIELS CENTER 10,000.00 MANNA FOOD CENTER 40,000.00 MENTAL HEALTH ASSOCIATION OF MONTGOMERY COUNTY 15,000.00 MILITARY MISSIONS IN ACTION 20,000.00 MOMMY'S HAVEN 12,500.00 MONTGOMERY COUNTY FOOD COUNCIL 20,000.00 NATIONAL FAMILY RESILIENCY CENTER 20,000.00 NEW BEGINNINGS 5,000.00 NICK'S PLACE 5,000.00 NORTH CAROLINA ARTS IN ACTION 30,000.00 NOURISH INTERNATIONAL 15,000.00 ORLANDO AFTER-SCHOOL ALL-STARS 25,000.00 OUR HOUSE 27,500.00 PARENT ENCOURAGEMENT PROGRAM, INC. 25,000.00 PARTNERS FOR YOUTH OPPORTUNITY 21,000.00 PICKARDS MOUNTAIN ECO-INSTITUTE 38,500.00 POE CENTER FOR HEALTH EDUCATION 25,000.00 REAL FOOD 4 KIDS MOCO 20,000.00 RED WIGGLER COMMUNITY FARM 25,000.00 REINVESTMENT PARTNERS - BULL CITY COOL FOOD HUB 26,000.00 SEEDS 30,000.00 SERVICESOURCE - WARRIOR BRIDGE 10,000.00 SOURCECODE B46, INC. 15,000.00 STEPUP MINISTRY 10,000.00 TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS 15,000.00 TROSA 20,000.00 TURN ABOUT INC OF TALLAHASSEE 10,000.00 URBAN ALLIANCE 50,000.00 US VETERANS CORPS 10,000.00 VILLAGE OF WISDOM 500.00 YOUTH EMPOWERED SOLUTIONS 26,000.00 TOTAL $1,092,000.00 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB #2635 | BondNm |
| EOY Book Value | $1,009,429 | EOYBookValueAmt |
| EOYFMV | $998,291 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB #6608 | StockNm |
| EOY Book Value | $17,716,535 | EOYBookValueAmt |
| EOYFMV | $19,682,763 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $682,671 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $675,030 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $678,523 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $692,268 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CITI PRIVATE SELECTION FUND I LLC | AT COST | $0 | $0 |
| HAMILTON LANE PRIVATE EQUITY | AT COST | $9,419 | $110,699 |
| SSB MASTER FUND II OFFSHORE | AT COST | $0 | $30,472 |
| STEPSTONE MASTERS IV OFF TE A1 | AT COST | $0 | $148,376 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME RECEIVABLE | Desc |
| BOY Book Value | $8,946 | BOYBookValueAmt |
| EOY Book Value | $8,722 | EOYBookValueAmt |
| EOYFMV | $8,722 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $750 | $0 | $750 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME | $198 | $198 | $0 |
| DUES & MEMBERSHIPS | $1,350 | $0 | $1,350 |
| AMORTIZATION OF BOND PREMIUMS | $10,104 | $10,104 | $0 |
| BANK FEES | $138 | $5 | $133 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASTERS FUND II - DISTRIBUTION IN EXCESS OF BASIS | Desc |
| Revenue And Expenses Per Books | $84,073 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $84,073 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $84,073 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENTS | Desc |
| Amt | $2,091 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARDS PAYABLE | $9,805 | $0 |
| FOREIGN TAXES PAYABLE | $8,943 | $8,722 |
| STEPSTONE MASTERS IV OFF TE A1 | $0 | $34,583 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $79,198 | $79,198 | $0 |
| INTENTIONAL PHILANTHROPY | $123,600 | $0 | $123,600 |
| GRANT CONSULTING FEES | $10,000 | $0 | $10,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE JAYLEE MEAD 2008 CLAT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2220 DELAWARE AVENUE 14TH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198011621 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENTS | $8,722 | $8,722 | $0 |
| FEDERAL EXCISE TAXES | $8,000 | $0 | $0 |