MARLENE NATHAN MEYERSON FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARLENE NATHAN MEYERSON FAMILY FOUNDATION (EIN 75-2797176)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201611349349101201
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T09:40:53-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 POST OAK BLVD SUITE 900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752797176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE NATHAN MEYERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARL | BusinessNameControlTxt |
| Phone | 7138924833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 POST OAK BOULEVARD 61ST FLOOR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770566102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN NATHAN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7138924833 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAN PHIPPS | PreparerPersonNm |
| PTIN | P01369277 | PTIN |
| Phone | 7136253500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,599,770 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $79,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,831 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,836,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,766 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,152 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $260,749 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,567 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,784 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,784 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,918 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,918 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $895 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,526 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $613 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $599,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $599,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $643,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $606,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$382,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,474 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,245 | CashBOYAmt |
| Cash EOY | $133,205 | CashEOYAmt |
| Cash EOYFMV | $133,205 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,776,258 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,557,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,657,575 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,041,184 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $871,078 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $808,990 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,943,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,561,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,599,770 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,943,687 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,561,400 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,943,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,561,400 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,943,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,561,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,943,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$382,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,561,400 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,561,400 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - UBS 84124 | $576,600 | $597,974 | -$21,374 | -$21,374 |
| PUBLICLY TRADED SECURITIES - UBS 84124 | $448,461 | $352,523 | $95,938 | $95,938 |
| PUBLICLY TRADED SECURITIES - UBS 84577 | $46,698 | $47,802 | -$1,104 | -$1,104 |
| PUBLICLY TRADED SECURITIES - UBS 84577 | $283,328 | $175,870 | $107,458 | $107,458 |
| PUBLICLY TRADED SECURITIES - UBS 85448 | $111,388 | $118,319 | -$6,931 | -$6,931 |
| PUBLICLY TRADED SECURITIES - UBS 85448 | $80,855 | $65,743 | $15,112 | $15,112 |
| PUBLICLY TRADED SECURITIES - UBS 85448 CAPITAL GAIN DISTRIBUTION | $3,439 | $3,439 | $3,439 | |
| PUBLICLY TRADED SECURITIES - UBS 85449 | $87,151 | $101,248 | -$14,097 | -$14,097 |
| PUBLICLY TRADED SECURITIES - UBS 85449 | $191,459 | $193,280 | -$1,821 | -$1,821 |
| PUBLICLY TRADED SECURITIES - UBS 85449 CAPITAL GAIN DISTRIBUTION | $7,058 | $7,058 | $7,058 | |
| PUBLICLY TRADED SECURITIES - UBS COST BASIS ADJUSTMENT | $3,912 | -$3,912 | -$3,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,766 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $776,328 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,542,211 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.219165 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $315,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,802,527 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082976 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $798,445 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,066,139 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.196364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $807,442 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,672,590 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.172804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $499,134 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,728,090 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105568 | DistributionYr5Rt |
| Total Distribution | 0.776877 | TotalDistributionRt |
| Average Distribution | 0.155375 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,893,142 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $449,522 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $451,757 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $606,915 | 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 | $2,235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $925 | OverpaymentAmt |
| Applied To ES Tax | $925 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | MARVIN D NATHAN | IndividualWithBooksNm |
| Phone | 7138924833 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 POST OAK BLVD 61ST FL | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770566102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARLENE MEYERSON | ||||||||
| 2800 POST OAK BLVD 61ST FLOOR | HOUSTON | TX | 77056 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARTI HOOPER CO MARVIN NATHAN | ||||||||
| 2800 POST OAK BLVD 61ST FLOOR | HOUSTON | TX | 77056 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARVIN MATHAN | ||||||||
| 2800 POST OAK BLVD 61ST FLOOR | HOUSTON | TX | 77056 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BARRY MARGOLIS CO MARVIN NATHAN | ||||||||
| 2800 POST OAK BLVD 61ST FLOOR | HOUSTON | TX | 77056 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,820,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,937,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,937,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,893,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,235 | TotalTaxAmt |
| Distributable Before Adj | $142,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $142,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $606,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $606,915 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,235 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $604,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $264,965 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $578,622 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $596,392 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $132,843 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $605,493 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,178,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $606,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $464,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,642,808 | 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 | $264,965 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,377,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $578,622 | ExcessFromYear4Amt |
| Excess From Year3 | $596,392 | ExcessFromYear3Amt |
| Excess From Year2 | $132,843 | ExcessFromYear2Amt |
| Excess From Year1 | $605,493 | ExcessFromYear1Amt |
| Excess From Current Year | $464,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARLENE MEYERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI -DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| COOPER -HEWITT NATIONAL DESIGN MUSEUM | |||||||
| 2 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | FOR THE PURCHASE OF ACQUISITIONS FOR THE MUSEUM | $15,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | NONE | PC | REBUILD THE FIELDSON LOWER BUIDILNG CAPITAL CAMPAIGN | $5,000 |
| UT HARRY RANSOM CENTER | |||||||
| PO DRAWER 7219 | AUSTIN | TX | 78713 | NONE | PC | PROGRAM SUPPORT OF NATIONAL ENDOWMENT FOR THE HUMANITIES | $50,000 |
| JEWISH COMMUNITY CENTER IN MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | SUPPORT OF ACCOMPLISHING ITS PHILANTHROPIC PURPOSES AND THE ANNUAL SPRING BENEFIT | $200,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | TO BE USED EXCLUSIVELY BY DEPARTMENT OF PHOTOGRAPHY | $10,000 |
| NATIONAL GALLERY OF ART | |||||||
| 2000 B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| PHENOMENARTS INC | |||||||
| 75 KENDALL RD | LEXINGTON | MA | 02421 | NONE | PC | PROGRAM SUPPORT | $600 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTE FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALTA | SANTE FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | PC | PROGRAM SUPPORT | $80,000 |
| THE SHEFA SCHOOL | |||||||
| 180 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| THE WINDWARD SCHOOL | |||||||
| 13 WINDWARD AVE | WHITE PLAINS | NY | 10605 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $599,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTE FE | NM | 87501 | NONE | PC | PROGRAM SUPPORT | $1,000,000 |
| THE SHEFA SCHOOL | |||||||
| 180 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| ANTI -DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | PROGRAM SUPPORT | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,330,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,831 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,766 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $260,749 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,749 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,835 | Amt |
| Net Investment Income | $3,918 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,918 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS 5449 SECURITIES - FIXED INCOME | BondNm |
| EOY Book Value | $871,078 | EOYBookValueAmt |
| EOYFMV | $808,990 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 4124 SECURITIES - EQUITY | $694,124 | $752,353 |
| UBS 4577 SECURITIES - EQUITY | $347,156 | $422,338 |
| UBS 5448 SECURITIES - EQUITY | $515,837 | $482,884 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,567 | LegalFeesAmt |
| Net Investment Income | $2,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,784 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES/WIRE FEES | $104 | $0 | $104 |
| D & O INSURANCE EXPENSE | $1,019 | $510 | $509 |
| FOREIGN FEES | $417 | $417 | $0 |
| INVESTMENT MANAGEMENT FEES | $27,599 | $27,599 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PRIOR YEAR TAX | Desc |
| Revenue And Expenses Per Books | $1,152 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,152 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES - UBS | CategoryTxt |
| Amt | $895 | Amt |
| Net Investment Income | $895 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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