NATURAL HEALTH RESEARCH FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NATURAL HEALTH RESEARCH FOUNDATION INC (EIN 22-3936343)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-05
IRS object ID
201503099349100410
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-05T09:04:29-08:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PBG FINANCIAL SERVICES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1666 Dundee Road Suite 401AddressLine1Txt
CityNorthbrookCityNm
State AbbreviationILStateAbbreviationCd
ZIP600622733ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223936343EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATURAL HEALTH RESEARCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATUBusinessNameControlTxt
Phone8472524310PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13200 W HIGGINS RDAddressLine1Txt
CityHOFFMAN ESTATESCityNm
State AbbreviationILStateAbbreviationCd
ZIP60169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR JOSEPH M MERCOLAPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER PORTERAPreparerPersonNm
PTINP00294457PTIN
Phone8472911400PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$271,759FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,525,010ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$34DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34DividendsNetInvstIncmAmt
Dividends Adj Net Incm$34DividendsAdjNetIncmAmt
Total Rev And Expnss$1,525,044TotalRevAndExpnssAmt
Total Net Invst Incm$34TotalNetInvstIncmAmt
Total Adj Net Incm$34TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,430AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,430AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$16OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,446TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,446TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,606,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,606,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,608,946TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,608,946TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$83,902ExcessRevenueOverExpensesAmt
Net Investment Income$34NetInvestmentIncomeAmt
Adjusted Net Income$34AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$355,661SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$271,759SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$271,759SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$355,661TotalAssetsBOYAmt
Total Assets EOY$271,759TotalAssetsEOYAmt
Total Assets EOYFMV$271,759TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$355,661RetainedEarningBOYAmt
Retained Earning EOY$271,759RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$355,661TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$271,759TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$355,661TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$271,759TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$355,661TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$83,902ExcessRevenueOverExpensesAmt
Subtotal$271,759SubtotalAmt
Tot Net Ast Or Fund Balances EOY$271,759TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,305,269AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$462,775NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.82053DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,267,777AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$506,417NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.50343DistributionYr2Rt
Adjusted Qlfy Distri Yr3$938,717AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$515,571NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.82073DistributionYr3Rt
Adjusted Qlfy Distri Yr4$192,776AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$593,962NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.32456DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,036AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$560,322NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05717DistributionYr5Rt
Total Distribution7.52642TotalDistributionRt
Average Distribution1.50528AverageDistributionRt
Net Vl Noncharitable Assets$333,203NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$501,565AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$501,565AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,608,946QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AMY LEGASPIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8472524310PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13200 W HIGGINS RDAddressLine1Txt
CityHOFFMAN ESTATESCityNm
State AbbreviationILStateAbbreviationCd
ZIP60169ZIPCd
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 PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DR JOSEPH M MERCOLA
3200 W HIGGINS RDHOFFMAN ESTATESIL60169President0.00$0
STEVEN RYE
3200 W HIGGINS RDHOFFMAN ESTATESIL60169CEO0.00$0
JAMES LARSEN
3200 W HIGGINS RDHOFFMAN ESTATESIL60169Vice President0.00$0
AMALIA LEGASPI
3200 W HIGGINS RDHOFFMAN ESTATESIL60169TREAS/SECRETARY0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$338,277AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$338,277TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$338,277AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,074CashDeemedCharitableAmt
Net Vl Noncharitable Assets$333,203NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,660MinimumInvestmentReturnAmt
Distributable Before Adj$16,660DistributableBeforeAdjAmt
Distributable Before Ded$16,660DistributableBeforeDedAmt
Distributable As Adjusted$16,660DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,608,946ExpensesAndContributionsAmt
Qualifying Distributions$1,608,946QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,608,946AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,660DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,021ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$163,090ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$912,961ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,242,458ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,282,132ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,604,662TotalExcessDistributionCyovAmt
Qualifying Distributions$1,608,946QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,660AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,592,286RemainingDistriFromCorpusAmt
Total Corpus$5,196,948TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,021ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,192,927ExcessDistriCyovToNextYrAmt
Excess From Year4$163,090ExcessFromYear4Amt
Excess From Year3$912,961ExcessFromYear3Amt
Excess From Year2$1,242,458ExcessFromYear2Amt
Excess From Year1$1,282,132ExcessFromYear1Amt
Excess From Current Year$1,592,286ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL VACCINE INFORMATION CENTER
407 CHURCH ST STE HVIENNAVA22180NONEEOFDONATION$400,000
CONSUMERS FOR DENTAL CHOICE
316 F STREET NE SUITE 210WASHINGTONDC20002NONEEOFDONATION$175,000
AMERICAN ENVIRONMENTAL HEALTH STUDI
82 JUDSON STCANTONNY13617NONEEOFDONATION$20,000
ORGANIC CONSUMER ASSOCIATION
6771 S SILVER HILL DRIVEFINLANDMN55603NONEEOFDONATION$580,000
UNIV OF TENNESEE COLLEGE OF VET MED
2407 RIVER DRIVE A301NKNOXVILLETN37996NONEEOFRETURN OF UNUSED FUNDS-$40,000
AMER HOLISTIC VETR MEDICAL FOUNDATI
404 N MT SHASTA BLVD ROOM BMOUNT SHASTACA96067NONEEOFDONATION$197,500
NEW ORGANIZING INST EDUCATIONAL FD
PO BOX 5CLEAR LAKEIA50428NONEEOFDONATION$10,000
MERCURY POLICY PROJECT TIDES
PO BOX 29907SAN FRANCISCOCA94129NONEEOFDONATION$25,000
HEALTH FREEDOM FOUNDATION
PO BOX 767CHARLTONMA01507NONEEOFDONATION$6,000
AMERICAN NUTRITIONAL ASSOCIATION
4707 WILLOW SPRINGS RD STE 203LA GRANGEIL60525NONEEOFDONATION$30,000
FARM-TO-CONSUMER FOUNDATION
8116 ARLINGTON BLVD STE 263FALLS CHURCHVA22042NONEEOFDONATION$4,000
NORTHERN ILLINOIS UNIVERSITY FOUNDA
1425 W Lincoln HwyDEKALBIL60115NONEEOFDONATION$18,000
CATIS MEXICO
850 W Adams St Ste 6ECHICAGOIL60607NONEEOFDONATION$30,000
FOOD DEMOCRACY NOW
PO BOX 5CLEAR LAKEIA50426NONEEOFDONATION$30,000
COMPANION ANIMAL NUTRITION WELLNESS
112 W 18TH STREETNEW YORKNY10011NONEEOFDONATION$60,000
GRASSROOTS HEALTH
315 S COAST HWY 101ENCINITASCA92024NONEEOFDONATION$50,000
WESTON A PRICE FOUNDATION
4200 WISCONSIN AVENUE NWWAHINGTONDC20016NONEEOFDONATION$10,000
NATIONAL HEALTH FREEDOM COALITION
560 PROFESSIONAL DRNORTHFIELDMN55057NONEEOFDONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,606,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$34UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$34UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34TotalIncomeProducingActyAmt

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 PersonMERCOLACOM HEALTH RESOURCE LLCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13200 W HIGGINS RDAddressLine1Txt
CityHOFFMAN ESTATESCityNm
State AbbreviationILStateAbbreviationCd
ZIP60169ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,525,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,430Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,430DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$16RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$16DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.