BETA

NATHANIEL A MESNIKOFF FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NATHANIEL A MESNIKOFF FOUNDATION INC (EIN 23-7450437)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201511339349101526
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)
Return2015-05-13T11:55:45-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133905748PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEIN DEVISSER MINTZ PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 WEST 38TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237450437EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MESNIKOFF FOUNDATION CO ANN R MESNIKOFF-CRYSTALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMESNBusinessNameControlTxt
Phone2023758296PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1813 A STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN R MESNIKOFF-CRYSTALPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2023758296PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L STEIN CPAPreparerPersonNm
PTINP00301110PTIN
Phone2127193046PhoneNum
Preparation2015-05-13PreparationDt
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$1,235,564FMVAssetsEOYAmt
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$9,945InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,945InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,977DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,977DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,608NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$88,644GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,608CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$57,530TotalRevAndExpnssAmt
Total Net Invst Incm$57,530TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,220AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,110AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,110AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$567TaxesRevAndExpnssAmt
Taxes Net Invst Incm$567TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,105OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,855OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,532TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,360TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,566ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,566ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,458TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,532TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,926TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,928ExcessRevenueOverExpensesAmt
Net Investment Income$43,998NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,181SavAndTempCashInvstBOYAmt
Corporate Stock BOY$125,731CorporateStockBOYAmt
Corporate Stock EOY$117,797CorporateStockEOYAmt
Corporate Stock EOYFMV$141,739CorporateStockEOYFMVAmt
Corporate Bonds BOY$114,499CorporateBondsBOYAmt
Corporate Bonds EOY$111,448CorporateBondsEOYAmt
Corporate Bonds EOYFMV$112,970CorporateBondsEOYFMVAmt
Other Investments BOY$684,938OtherInvestmentsBOYAmt
Other Investments EOY$678,534OtherInvestmentsEOYAmt
Other Investments EOYFMV$942,859OtherInvestmentsEOYFMVAmt
Other Assets BOY$117OtherAssetsBOYAmt
Other Assets EOY$37,996OtherAssetsEOYAmt
Other Assets EOYFMV$37,996OtherAssetsEOYFMVAmt
Total Assets BOY$953,466TotalAssetsBOYAmt
Total Assets EOY$945,775TotalAssetsEOYAmt
Total Assets EOYFMV$1,235,564TotalAssetsEOYFMVAmt
Other Liabilities BOY$763OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$763TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$952,703RetainedEarningBOYAmt
Retained Earning EOY$945,775RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$952,703TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$945,775TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$953,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$945,775TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$952,703TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,928ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$945,775SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$945,775TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RIDGEWORTH FLOATING RATE INC FDP2014-01-012014-06-19$1,363$1,360$3$3
LAZARD EMERGING MKTS EQUITYP2012-12-242014-03-17$2,160$2,359-$199-$199
RIDGEWORTH FLOATING RATE INC FDP2013-01-012014-06-19$11,932$11,813$119$119
LAZARD EMERGING MKTS EQUITYP2013-01-012014-03-17$19,810$20,604-$794-$794
RIDGEWORTH FLOATING RATE INC FDP2013-01-012014-06-19$20,877$20,900-$23-$23
CAPITAL GAINS DIVIDENDSP$32,502$32,502$32,502
FieldValueIRS element (for citing)
Capital Gain Net Income$31,608CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,843AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$952,697NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035523DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,778AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$720,604NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045487DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,876AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$702,564NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051064DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,201AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$699,361NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038894DistributionYr4Rt
Adjusted Qlfy Distri Yr5$34,038AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$591,268NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057568DistributionYr5Rt
Total Distribution0.228536TotalDistributionRt
Average Distribution0.045707AverageDistributionRt
Net Vl Noncharitable Assets$1,170,828NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$53,515AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$440NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$53,955AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,926QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$880InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$880SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$880TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$756EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$756TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$124TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANN R MESNIKOFF-CRYSTALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023758296PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1813 A STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOEL MESNIKOFF
29 W 38TH STREETNEW YORKNY10018DIRECTOR5.00$0$0$0
RACHEL MESNIKOFF GUGGENHEIM
29 W 38TH STREETNEW YORKNY10018DIRECTOR5.00$0$0$0
STEVEN GUGGENHEIM
29 W 38TH STREETNEW YORKNY10018DIRECTOR5.00$0$0$0
ANN MESNIKOFF CRYSTAL
29 W 38TH STREETNEW YORKNY10018DIRECTOR5.00$0$0$0
HOWARD CRYSTAL
29 W 38TH STREETNEW YORKNY10018DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUCATIONAL AND ENVIROMENTAL CAUSESDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,159,336AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,188,658TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,188,658AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,830CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,170,828NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,541MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,541MinimumInvestmentReturnAmt
Tax Based On Investment Income$880TaxBasedOnInvestmentIncomeAmt
Total Tax$880TotalTaxAmt
Distributable Before Adj$57,661DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,661DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,661DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,926ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,926QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,926AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,661DistributableAsAdjustedAmt
Undistributed Income PY$46,566UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$50,926QualifyingDistributionsAmt
Applied To Year1$46,566AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,360AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$53,301UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALAMEDA COUNTY COMMUNITY FOODBANK
PO BOX 2599OAKLANDCA94614NONEOTHER PUBLIC CHARITYEDUCATIONAL$5,000
AMERICANS FOR PEACE NOW
1101 14TH ST NW 6TH FLOORWASHINGTONDC20005NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
ARCHIE BRAY FOUNDATION
2915 COUNTRY CLUB AVENUEHELENAMO59602NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,000
CAMFED
465 CALIFORNIA STSTE 626SAN FRANCISCOCA94104NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
CAPITAL HILL VILLAGE
BOX 15126WASHINGTONDC200030126NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,000
CAPITOL AREA FOOD BANK
645 TAYLOR STREET NEWASHINGTONDC200171767NONEOTHER PUBLIC CHARITYEDUCATIONAL$5,000
CAPITOL HILL COMMUNITY FOUNDATION
419 EAST CAPITOL STREET SEWASHINGTONDC20003NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,000
EAST BAY SPCA
410 HEGENBERGER LOOPOAKLANDCA94621NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
HILL HAVURAH
PO BOX 15822WASHINGTONDC200035822NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,066
HILLSIDE NATURE GUIDES PROGRAM
16 CROSSBAR ROADHASTINGSNY10706NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,000
KIDS CONNECT HAITI
1376 EAST CAPITOL STREET NEWASHINGTONDC20013NONEOTHER PUBLIC CHARITYEDUCATIONAL$5,000
LAKE MERRITT INSTITUTE
568 BELLEVUE AVENUEOAKLANDCA94610NONEOTHER PUBLIC CHARITYEDUCATIONAL$1,500
MAZON
1990 SOUTH BUNDY DRIVE SUITE 260LOS ANGELESCA90025NONEOTHER PUBLIC CHARITYEDUCATIONAL$3,000
OXFAM USA
226 CAUSEWAY STREETBOSTONMA02114NONEOTHER PUBLIC CHARITYEDUCATIONAL$3,000
RURAL DOGS RESCUE
105 PARKS ROADCHESTERMD21619NONEOTHER PUBLIC CHARITYEDUCATIONAL$500
SENIOR CITIZENS FOUNDATION OF SHELTER ISLAND INC
44 SOUTH FERRY ROADSHELTER ISLANDNY11964NONEOTHER PUBLIC CHARITYEDUCATIONAL$500
STANFORD UNIVERSITY MEDICAL CENTER
291 CAMPUS DRIVESTANFORDCA94305NONEOTHER PUBLIC CHARITYEDUCATIONAL$8,000
THE MULTIFAITH ALLIANCE FOR SYRIAN REFUGEES IN JORDAN
C/O JDC PO BOX 4124NEW YORKNY10163NONEOTHER PUBLIC CHARITYEDUCATIONAL$4,000
WASHINGTON HUMANE SOCIETY
7319 GEORGIA AVE NWWASHINGTONDC20012NONEOTHER PUBLIC CHARITYEDUCATIONAL$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,566TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,945RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,977RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,608RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$57,530RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,530TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3&4THE INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S
8EDUCATIONAL AND ENVIRONMENTAL PROTECTION GOALS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,220Amt
Net Investment Income$2,110NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,110DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$111,448EOYBookValueAmt
EOYFMV$112,970EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$117,797EOYBookValueAmt
EOYFMV$141,739EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$678,534BookValueAmt
EOYFMV$942,859EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$117$0$0
OTHER FIDELITY INVESTMENTS$0$37,996$37,996

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$7,337$7,337$0
REGISTRATION FEES$250$0$250
AMORTIZATION-BOND PREMIUM$3,051$3,051$0
MISCELLANEOUS EXPENSES$467$467$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAYABLEDesc
BOY Book Value$763BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$567Amt
Net Investment Income$567NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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