BETA

MERCER FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MERCER FAMILY FOUNDATION (EIN 20-1982204)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-21
IRS object ID
201503259349100000
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)
Return2015-11-21T07:50:10-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113501980PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLUB LACAPRA WILSON & DETIBERIIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 ROOSEVELT AVEAddressLine1Txt
CityPRT JEFF STACityNm
State AbbreviationNYStateAbbreviationCd
ZIP117763337ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201982204EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERCER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERCBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1119 WEST 72ND STREET 248AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10069ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBEKAH MERCERPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2015-11-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACQUELYN JAMES VARGAPreparerPersonNm
PTINP00289558PTIN
Phone6313310515PhoneNum
Preparation2015-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,733,845FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$289,885InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$289,885InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$289,885InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,581,142NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,581,142GrossSalesPriceAmt
Total Rev And Expnss$16,871,027TotalRevAndExpnssAmt
Total Net Invst Incm$289,885TotalNetInvstIncmAmt
Total Adj Net Incm$289,885TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,375AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$3,525TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,300,979ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,300,979ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,307,879TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,300,979TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,436,852ExcessRevenueOverExpensesAmt
Net Investment Income$289,885NetInvestmentIncomeAmt
Adjusted Net Income$289,885AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,873,536CashBOYAmt
Cash EOY$5,568,789CashEOYAmt
Cash EOYFMV$5,568,789CashEOYFMVAmt
Corporate Stock BOY$30,297,161CorporateStockBOYAmt
Corporate Stock EOY$28,165,056CorporateStockEOYAmt
Corporate Stock EOYFMV$28,165,056CorporateStockEOYFMVAmt
Total Assets BOY$35,170,697TotalAssetsBOYAmt
Total Assets EOY$33,733,845TotalAssetsEOYAmt
Total Assets EOYFMV$33,733,845TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$35,170,697RetainedEarningBOYAmt
Retained Earning EOY$33,733,845RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,170,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,733,845TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,170,697TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,733,845TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,170,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,436,852ExcessRevenueOverExpensesAmt
Subtotal$33,733,845SubtotalAmt
Tot Net Ast Or Fund Balances EOY$33,733,845TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,487,091AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$11,669,718AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$7,095,233AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$4,032,933AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$1,765,693AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,899NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,899AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,300,979QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,899InvestmentIncomeExciseTaxAmt
Subtotal$2,899SubtotalAmt
Tax Based On Investment Income$2,899TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,658EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$5,000AppliedToEsTaxAmt
Total Payments And Credits$7,658TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$4,756OverpaymentAmt
Applied To ES Tax$4,756AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 AddressNOT APPLICABLEWebsiteAddressTxt
Individual With BooksREBEKAH MERCERIndividualWithBooksNm
Phone6313310515PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1119 WEST 72ND STREETAddressLine1Txt
Address Line2PO BOX 248AddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd
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
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

FieldValueIRS element (for citing)
PersonREBEKAH MERCERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1240 RIVERSIDE BLVD APTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10069ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos30.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$2,899TaxBasedOnInvestmentIncomeAmt
Total Tax$2,899TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,300,979ExpensesAndContributionsAmt
Qualifying Distributions$18,300,979QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,899PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,298,080AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,774,307ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,039,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,105,215ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,677,197ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,492,358ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$38,088,077TotalExcessDistributionCyovAmt
Qualifying Distributions$18,300,979QualifyingDistributionsAmt
Remaining Distri From Corpus$18,300,979RemainingDistriFromCorpusAmt
Total Corpus$56,389,056TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,774,307ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$54,614,749ExcessDistriCyovToNextYrAmt
Excess From Year4$4,039,000ExcessFromYear4Amt
Excess From Year3$7,105,215ExcessFromYear3Amt
Excess From Year2$11,677,197ExcessFromYear2Amt
Excess From Year1$13,492,358ExcessFromYear1Amt
Excess From Current Year$18,300,979ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
THE HEARTLAND INSTITUE
19 SO LASALLE STE 903CHICAGOIL60603NON PROFITDONATION$885,000
MUSEUM OF NATURAL HISTORY
CPW 79TH STREETNEW YORKNY10024NON PROFITDONATION$1,350,000
MEDIA RESERACH CENTER
1900 CAMPUS COMMONS DRIVERESTONVA20191NON PROFITDONATION$3,000,000
COUNCIL FOR NATIONAL POLICY
1411 K STREET NW STE 601WASHINGTONDC20005NON PROFITDONATION$25,000
THE GEORGE W BUSH FOUND
PO BOX 600610DALLASTX75360NON PROFITDONATION$1,000,000
ILLINOIS POLICY INSTITUTE
190 S LA SALLE STREETCHICAGOIL60603NON PROFITDONATION$250,000
THE STONYBROOK FOUNDATION
230 ADMINISTRATIONSTONY BROOKNY11794NON PROFITDONATION$2,904,636STONY BROOK UNIVERSITY
THE BARRY GOLDWATER INSTITUTE
500 E CORONADO ROADPHOENIXAZ85004NON PROFITDONATION$300,000FOR PUBLIC POLICY
THE WORLD SCIENCE FESTIVAL
475 RIVERSIDE DRIVENEW YORKNY10115NON PROFITDONATION$100,000SUITE 950
MANHATTAN INST FOR POLICY RESEARCH
52 VANDERBILT AVENUENEW YORKNY10017NON PROFITDONATION$300,000SUITE 201
AMERICAN ASSOCIATION FOR
1500 COMMERCE PARKWAYMT LAURELNJ08054NON PROFITDONATION$13,000SUITE CAEROSOL RESEARCH
CITIZENS UNITED FOUNDATION
1006 PENNSYLVANIA AVE SEWASHINGTONDC20003NON PROFITDONATION$550,000
FOUNDATION FOR CULTURAL REVIEWING
900 BROADWAYNEW YORKNY10003NON PROFITDONATION$150,000SUITE 602THE NEW CRITERION
CTR FOR DEFENSE OF FREE ENTERPRISE
12500 NE TENTH PLACEBELLEVUEWA98005NON PROFITDONATION$250,000
CHERISH FREEDOM FOUNDATION
1006 CAMERON STREETALEXANDRAVA22314NON PROFITDONATION$305,000
THE BECKET FUND
1200 NEW HAMPSHIRE AVE NWWASHINGTONDC20036NON PROFITDONATION$250,000SUITE 700
REASON FOUNDATION
5737 MESMER AVENUELOS ANGELESCA90230NON PROFITDONATION$50,000
HERITAGE FOUNDATION
214 MASS AVE NWWASHINGTONDC20002NON PROFITDONATION$500,000
MOVING PICTURES INSTITUTE
575 GREENWICH STREETNEW YORKNY10013NON PROFITDONATION$300,000
THE CALVIN COOLIDGE FOUNDATION
3780 VERMONT 100APLYMOUTHVT05056NON PROFITDONATION$108,333
TEXAS FREEDOM NETWORK
AUSTINAUSTINTX73301NON PROFITDONATION$5,000
EMPIRE CENTER FOR PUBLIC POLICY
100 STATE STREETALBANYNY12201NON PROFITDONATION$100,000SUITE 600
STATE POLICY NETWORK
1655 NORTH FORK MEYER DRIARLINGTONVA22209NON PROFITDONATION$50,000SUITE 360
JOB CREATORS ALLIANCE
ADDISONADDISONTX75001NON PROFITDONATION$100,000
GOVERNMENT ACCOUNTABILITY INSTITUTE
TALLAHASSETALLAHASSEEFL32301NON PROFITDONATION$1,000,000
THE FEDERALIST SOCIETY
1015 18TH STREET NWWASHINGTONDC20036NON PROFITDONATION$2,050,000SUITE 425
NATIONAL YOUTH SCIENCE FUND
PO BOX 3387CHARLESTONWV25333DONATION$100,000
COMMUNITY FOUNDATION OF
80 WASHINGTON STREETPOUGHKEEPSIENY12601NON PROFITDONATION$25,010SUITE 201HUDSON VALLEY
CLASSROOM INC
245 5TH AVENUENEW YORKNY10037NON PROFITDONATION$40,000
BERKELY EARTH
2831 GARBER STREETBERKELEYCA94705NON PROFITDONATION$250,000
HISTORICAL ROYAL PLACES INC
1000 NWWILMINGTONDE19801NON PROFITDONATION$60,000SUITE 1200
PATTON FOUNDATION
16387 80TH STREET SHASTINGSMN550339410NON PROFITDONATION$100,000
THE LEADERSHIP FOUNDATION
2651 N HARWOOD STREETDALLASTX75201NON PROFITDONATION$10,000SUITE 440
ENCOUNTER FOR CULTURE AND EDUCATION
900 BROADWAYNEW YORKNY100031237NON PROFITDONATION$25,000SUITE 601
CATO INSTITUTE
100 MASSACHUSETTS AVE NWWASHINGTONDC20001NON PROFITDONATION$300,000
KING'S COLLEGE
56 BROADWAYNEW YORKNY10004NON PROFITDONATION$300,000
SUCESS ACADEMY CHARTER SCHOOLS
95 PINE STREETNEW YORKNY10005NON PROFITDONATION$550,000
GATESTONE INSTITUTE
750 3RD AVENUENEW YORKNY100172703NON PROFITNON PROFIT$50,000
RECLAIM NEW YORK
1211 AVE OF THE AMERICASNEW YORKNY10036NON PROFITDONATION$75,000SUITE 2703
JOHN HANCOCK COMMITTEE
106 E 6TH STREETAUSTINTX78701NON PROFITDONATION$500,000SUITE 900FOR THE STATES
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460NON PROFITDONATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,300,979TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$289,885RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,581,142RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,871,027RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,871,027TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$3,375Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetMEDALLION INVESTMENTSAssetDesc
Acquired2014-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2014-12SoldDt
Gross Sales Price$16,581,142GrossSalesPriceAmt
Total Net$16,581,142TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMEDALLION INVESTMENTSStockNm
EOY Book Value$28,165,056EOYBookValueAmt
EOYFMV$28,165,056EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL EXCISE TAX$2,750
FEES$775

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