MEAD FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MEAD FAMILY FOUNDATION (EIN 52-1646030)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-02
- IRS object ID
- 201513069349100111
- 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
- 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
- Legal Fees Schedule
- 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 | 2015-11-02T14:51:05-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-02 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,700,566 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,613 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,613 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $469,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $458,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $348,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,828,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $348,915 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $108,740 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $108,740 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,628,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $917,745 | 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 | $979 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $979 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,795 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,795 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $205,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,658 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $132,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,861 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $294 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $294 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,331 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,331 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $459 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $804,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $804,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,100,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $970,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $528,410 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $829,972 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,500 | CashBOYAmt |
| Cash EOY | $61,090 | CashEOYAmt |
| Cash EOYFMV | $61,090 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $953,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $676,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $676,788 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,417,337 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,202,237 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,227,612 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,892,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,618,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,627,330 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,474 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $285,607 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $288,665 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $467,925 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $363,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $807,220 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $835,006 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,861 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,861 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,683,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,219,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,700,566 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,527 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,861 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,527 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,861 | 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 | $18,675,509 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,207,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,675,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,207,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,683,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,219,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,675,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $528,410 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,717 | OtherIncreasesAmt |
| Subtotal | $19,207,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,207,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SCHWAB #6608 | $35,650 | $35,513 | $137 | $137 | |
| SCHWAB #6608 | $4,292,850 | $4,229,187 | $63,663 | $63,663 | |
| SCHWAB #2635 | $39,839 | $40,019 | -$180 | -$180 | |
| SCHWAB #2635 | $174,929 | $175,003 | -$74 | -$74 | |
| CAPITAL GAINS DIVIDENDS | $285,369 | $285,369 | $285,369 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $348,915 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $882,476 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,396,361 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045497 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $905,949 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,520,478 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $861,916 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,793,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048439 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $894,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,945,480 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052762 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $561,651 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,117,666 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037152 | DistributionYr5Rt |
| Total Distribution | 0.235558 | TotalDistributionRt |
| Average Distribution | 0.047112 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,323,655 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,004,600 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,300 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,012,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $970,019 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,599 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,599 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,599 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $38,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,401 | OverpaymentAmt |
| Applied To ES Tax | $21,401 | 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 (8 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 | VICE PRES/SECRETARY | 2.00 | $0 | $0 | $0 |
| MARILYN MEAD | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RITA BERG | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTELLE SIOHAN | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JONATHAN STAUB | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WANDA STAUB | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM TUEGEL | ||||||||
| 3 BETHESDA METRO CENTER 350 | BETHESDA | MD | 20814 | DIRECTOR | 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 350 | BETHESDA | MD | 20814 | FOUNDATION MGMT | $118,000 |
| HIGHLINE WEALTH MANAGEMENT | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT ADVISOR | $73,658 |
| 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 | $20,127,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $667,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $853,507 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,648,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,648,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $324,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,323,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,066,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,066,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,599 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,599 | TotalTaxAmt |
| Distributable Before Adj | $1,049,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,049,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,049,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $970,019 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $970,019 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $970,019 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,049,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $61,113 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $49,165 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $110,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $970,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $970,019 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $79,565 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $79,565 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,713 | 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 | $30,713 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $30,713 | ExcessFromYear2Amt |
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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY SCHOOL OF COMMUNICATION | ||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NONE | DISCRETIONARY GRANT TO SUPPORT THE CENTER FOR ENVIRONMENTAL FILMMAKING | $5,000 |
| AUDUBON NATURALIST SOCIETY | ||||||
| 8940 JONES MILL ROAD | CHEVY CHASE | MD | 20815 | NONE | TO SUPPORT THE GREEN KIDS SALAD SCIENCE PROGRAM | $20,000 |
| BETHESDA CHEVY CHASE HIGH SCHOOL EDUCATION FOUNDATION COLLEGE TRACKS | ||||||
| 5126 MANNING DRIVE | BETHESDA | MD | 20814 | NONE | TO SUPPORT MISSION OF GIVING LOW-INCOME, FIRST-GENERATION-TO-COLLEGE STUDENTS THE CHANCE TO GO TO COLLEGE WITH ENOUGH FINANCIAL AID AND CONTINUING SUPPORT TO HELP THEM ATTAIN THE DEGREES THEY SEEK | $25,000 |
| CHILD'S PLAY | ||||||
| 8040 161ST AVENUE NE PMB 418 | REDMOND | WA | 98052 | NONE | DISCRETIONARY GRANT TO SUPPORT CHILD'S PLAY MISSION TO IMPROVE THE LIVES OF CHILDREN IN HOSPITALS AROUND THE WORLD THROUGH THE KINDNESS AND GENEROSITY OF THE VIDEO GAME INDUSTRY AND THE POWER OF PLAY | $5,000 |
| CHILDREN'S INN AT NIH | ||||||
| 7 WEST DRIVE | BETHESDA | MD | 20814 | NONE | TO SUPPORT PEDIATRIC PATIENTS AND THEIR FAMILIES WHO ARE RECEIVING TREATMENTS FOR SERIOUS AND LIFE-THREATENING ILLNESSESTO SUPPORT THE MISSION OF CHILDREN'S INN AND THEIR NUTRITION PROGRAM SERVING PATIENTS AND THEIR CAREGIVERS | $20,000 |
| CITY OF TALLAHASSEE - PALMER MUNROE TEEN CENTER | ||||||
| 912 MYERS PARK DRIVE | TALLAHASSEE | FL | 32301 | NONE | TO SUPPORT MISSION OF OFFERING A UNIQUE BLEND OF EDUCATIONAL CLASSES, WORKSHOPS, PROGRAMS AND RECREATION ACTIVITIES FOR YOUTH; AND SERVING AS A SAFE, PRODUCTIVE-ORIENTED HAVEN FOR MANY AREA YOUTH | $15,000 |
| CLARKSBURG SPORTS ASSOCIATION | ||||||
| PO BOX 145 | CLARKSBURG | MD | 20871 | NONE | ADJUNCT BOARD GRANT TO SUPPORT CREATING A FUND USED FOR REGISTRATION FEES AND SPORTS EQUIPMENT PURCHASES FOR LOW-INCOME FAMILIES OR THOSE THAT FIND THE COST OF PARTICIPATING TO BE PROHIBITIVE | $10,000 |
| COMMUNITIES IN SCHOOLS OF DURHAM | ||||||
| 3412 WESTGATE DRIVE SUITE 301 | DURHAM | NC | 27707 | NONE | TO SUPPORT PROGRAMS EMPOWERING STUDENTS TO STAY IN SCHOOL AND ACHIEVE IN LIFE | $20,000 |
| COMMUNITY FOUNDATION FOR MONTGOMERY COUNTY | ||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | TO THE NON-PROFIT ADVANCEMENT FUND'S SUPPORT OF THE FINANCIAL MANAGEMENT & REPORTING INSTITUTE (FIRM);TO SUPPORT THE MONTGOMERY COUNTY FOOD COUNCIL SERVING THE COMMUNITY BY CREATING A SUSTAINABLE LOCAL FOOD SYSTEM; TO SUPPORT THE SHARING MONTGOMERY SUMMER YOUTH FUND SERVING YOUTH BY PROVIDING SUMMER PROGRAMS | $50,000 |
| COMMUNITY FOUNDATION FOR NATIONAL CAPITAL REGION | ||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | 2014 GRANT | $2,500 |
| COMPASS CENTER FOR WOMEN & FAMILIES | ||||||
| PO BOX 1057 | CHAPEL HILL | NC | 27514 | NONE | TO SUPPORT EFFORTS TO PREVENT AND END DOMESTIC VIOLENCE THROUGH DIRECT SERVICES AND COMMUNITY EDUCATION | $40,000 |
| EAST DURHAM CHILDREN'S INITIATIVE | ||||||
| 107 N DRIVER ST 3RD FLOOR | DURHAM | NC | 27703 | NONE | TO SUPPORT PROGRAMS SERVING CHILDREN AND FAMILIES IN THE EAST DURHAM AREA | $25,000 |
| ECO CITY FARMS | ||||||
| 6010 TAYLOR ROAD | RIVERDALE PARK | MD | 20737 | NONE | DISCRETIONARY GRANT TO SUPPORT THE WORK OF ECO-CITY FARMS IN SUSTAINABLE LOCAL URBAN FARMING | $10,000 |
| EMILY K CENTER | ||||||
| 904 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | TO SUPPORT THE SCHOLARS TO COLLEGE PROGRAM WHICH PREPARES HIGH SCHOOL STUDENTS TO DEVELOP INTO GRADUATING SENIORS WHO ARE SELF-ASSURED, SCHOLARSHIP-ELIGIBLE AND COLLEGE-READY | $20,000 |
| ENVIRONMENTAL WORKING GROUP | ||||||
| 1436 U STREET NW SUITE 100 | WASHINGTON | DC | 20009 | NONE | DISCRETIONARY GRANT TO SUPPORT EWG'S MISSION TO CONDUCT ORIGINAL, GAME-CHANGING RESEARCH THAT INSPIRES PEOPLE, BUSINESSES AND GOVERNMENTS TO TAKE ACTION TO PROTECT HUMAN HEALTH AND THE ENVIRONMENT | $5,000 |
| FAMILY SUPPORT CENTER | ||||||
| 4827 RUGBY AVE SUITE 302 | BETHESDA | MD | 20814 | NONE | TO SUPPORT EXPANSION EFFORTS OF ITS BULLYING PREVENTION PROGRAM IN SCHOOLS THROUGHOUT MONTGOMERY COUNTY | $10,000 |
| FERN CREEK ELEMENTARY SCHOOL FOUNDATION INC | ||||||
| 1121 NORTH FERN CREEK AVENUE | ORLANDO | FL | 32803 | NONE | TO SUPPORT THE CODING PROJECT | $15,000 |
| FOOD RECOVERY NETWORK | ||||||
| 806 MAPLEWOOD AVENUE | TAKOMA PARK | MD | 20912 | NONE | TO SUPPORT PRE-COLLEGE ACADEMIC ENRICHMENT PROGRAMS FOR DC AREA PUBLIC MIDDLE AND HIGH SCHOOL STUDENTS | $12,000 |
| FUTURE LINK | ||||||
| PO BOX 355 | GLEN ECHO | MD | 20812 | NONE | HONORARY SPEAKER GRANT; TO SUPPORT MISSION OF BUILDING SUCCESSFUL, SUSTAINABLE FUTURES BY PROVIDING SELF-ADVOCACY EDUCATION, CAREER DEVELOPMENT AND PATHWAY SUPPORTS (MENTORING, TUTORING, ACADEMIC ADVISING, SCHOLARSHIPS AND INTERNSHIPS) | $16,000 |
| GENERATION HOPE | ||||||
| 1201 15TH STREET NW SUITE 420 | WASHINGTON | DC | 20005 | NONE | TO SUPPORT MISSION TO REDUCE POVERTY ONE FAMILY AT A TIME BY PROVIDING DIRECT SPONSORSHIPS AND ONE-ONE-ONE MENTORING TO TEEN PARENTS WHO ARE PURSUING COLLEGE DEGREES IN THE D.C. METRO AREA | $20,000 |
| GROWING SOUL | ||||||
| 10409 NAGLEE ROAD | SILVER SPRING | MD | 20903 | NONE | DISCRETIONARY GRANT TO SUPPORT THE WORK OF GROWING SOUL IN DEVELOPING A ZERO WASTE SUSTAINABLE FOOD SYSTEM | $10,000 |
| HABITAT FOR HUMANITY METRO MARYLAND | ||||||
| 9110 GAITHER ROAD | GAITHERSBURG | MD | 20877 | NONE | TO SUPPORT MISSION TO PROVIDE AFFORDABLE HOUSING SOLUTIONS TO RESIDENTS OF MONTGOMERY AND PRINCE GEORGE'S COUNTIES THROUGH HOMEOWNERSHIP OPPORTUNITIES, HOME REPAIRS, AND ITS RETAIL OPERATION RESTORE | $5,000 |
| HOSPICE CARING | ||||||
| 518 SOUTH FREDERICK AVENUE | GAITHERSBURG | MD | 20877 | NONE | TO SUPPORT SERVICES FOR THOSE FACING LIFE THREATENING ILLNESSES OR GRIEVING THE DEATH OF A FAMILY MEMBER OR LOVED ONE | $20,000 |
| IDENTITY | ||||||
| 414 EAST DIAMOND AVE | GAITHERSBURG | MD | 20877 | NONE | TO SUPPORT PROGRAMS AND SERVICES FOR DISADVANTAGED LATINO YOUTH AND FAMILIES IN MONTGOMERY COUNTY, MD; HONORARY SPEAKER GRANT TO SUPPORT THE MISSION OF IDENTITY | $21,000 |
| INTER-FAITH FOOD SHUTTLE | ||||||
| PO BOX 14638 | RALEIGH | NC | 27620 | NONE | TO SUPPORT PROGRAMS THAT PROVIDE SOLUTIONS DESIGNED TO END HUNGER IN NORTH CAROLINA COMMUNITIES | $25,000 |
| INTERFAITH WORKS | ||||||
| 114 W MONTGOMERY AVENUE | ROCKVILLE | MD | 20850 | NONE | TO SUPPORT SERVICES AND PROGRAMS ENGAGING FAITH BASED COMMUNITIES THAT HELP THE POOR THROUGH SERVICE EDUCATION AND ADVOCACY | $20,000 |
| KABOOM | ||||||
| 4455 CONNECTICUT AVE NW SUITE 8100 | WASHINGTON | DC | 20008 | NONE | TO SUPPORT THE WORK OF THEIR MISSION TO CREATE GREAT PLAYSPACES THROUGH PARTICIPATION AND LEADERSHIP OF COMMUNITIES | $15,000 |
| KIDZNOTES | ||||||
| 120 MORRIS ST | DURHAM | NC | 27701 | NONE | TO SUPPORT FREE-OF-CHARGE, CLASSICAL ORCHESTRAL INSTRUCTION FOR YOUTH IN DURHAM, NORTH CAROLINA | $30,000 |
| MANNA FOOD CENTER | ||||||
| 9311 GAITHER ROAD | GAITHERSBURG | MD | 20877 | NONE | TO SUPPORT THE ELIMINATION OF HUNGER IN MONTGOMERY COUNTY THROUGH FOOD DISTRIBUTION, EDUCATION, AND ADVOCACY | $20,000 |
| MAP INTERNATIONAL | ||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | NONE | DISCRETIONARY GRANT TO SUPPORT MAP'S MISSION TO HELP PEOPLE IN THE WORLD'S POOREST COMMUNITIES BY PROVIDING ESSENTIAL MEDICINE, PROMOTING COMMUNITY HEALTH DEVELOPMENT, AND PREVENTING AND MITIGATING DISEASE, DISASTER, AND OTHER HEALTH THREATS | $5,000 |
| MENTAL HEALTH ASSOCIATION OF MONTGOMERY COUNTY | ||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | NONE | TO SUPPORT ADVOCACY, EDUCATION AND COMMUNITY SERVICE PROGRAMS SUPPORTING MENTAL WELLNESS;TO SUPPORT THE SERVING TOGETHER PROJECT | $50,000 |
| MONTGOMERY COUNTY PUBLIC SCHOOLS | ||||||
| 850 HUNGERFORD DRIVE | ROCKVILLE | MD | 20855 | NONE | TO SUPPORT ACCESS TO HEALTHY FOODS FOR SCHOOL-AGED CHILDREN (REAL FOOD 4 KIDS PROGRAM) | $15,000 |
| NATIONAL FAMILY RESILIENCY CENTER | ||||||
| 2000 CENTURY PLAZA SUITE 121 | COLUMBIA | MD | 21044 | NONE | TO SUPPORT PROGRAMS AND SERVICES THAT HELP BUILD HEALTHY RELATIONSHIPS ACROSS THE LIFE CYCLE OF A FAMILY'S DEVELOPMENT | $20,000 |
| NEW BEGINNINGS | ||||||
| 2711 COVERED WAGON WAY | OLNEY | MD | 20832 | NONE | DISCRETIONARY GRANT TO SUPPORT NEW BEGINNINGS' MISSION OF HELPING SEPARATED AND DIVORCED MEN AND WOMEN, WITH OR WITHOUT CHILDREN, THROUGHOUT THE METRO DC AREA | $10,000 |
| NICK'S PLACE | ||||||
| 4604 W CAROLINE AVE | BELTSVILLE | MD | 20705 | NONE | TO SUPPORT THEIR MISSION OF PROVIDING A CLEAN, SAFE, SOBER, SUPERVISED AND STRUCTURED HOME TO YOUNG MEN 20-26 YEARS OF AGE IN WHICH TO BEGIN THE RECOVERY FROM THE DISEASE OF ADDICTION | $5,000 |
| NONPROFIT VILLAGE | ||||||
| 12320 PARLDAWN DRIVE | ROCKVILLE | MD | 20850 | NONE | TO SUPPORT THE NONPROFIT VILLAGE OPERATIONS | $10,000 |
| NORTH CAROLINA ARTS IN ACTION | ||||||
| PO BOX 51277 | DURHAM | NC | 27717 | NONE | TO SUPPORT ARTS EDUCATION FOR YOUTH IN NORTH CAROLINA | $15,000 |
| OUR HOUSE | ||||||
| 19715 ZION ROAD | BROOKEVILLE | MD | 20833 | NONE | TO SUPPORT THE GREEN DORMITORY PROJECT WHICH WOULD ALLOW THE ORGANIZATION TO EXPAND THE NUMBER OF ADOLESCENTS SERVED BY THE EDUCATION AND JOB TRAINING AT OUR HOUSE | $30,000 |
| PARENT ENCOURAGEMENT PROGRAM INC | ||||||
| 10100 CONNECTICUT AVE | KENSINGTON | MD | 20895 | NONE | DISCRETIONARY GRANT TO SUPPORT PEP'S MISSION OF BUILDING STRONG, HARMONIOUS FAMILY RELATIONSHIPS THROUGH PARENTING EDUCATION, SKILLS TRAINING AND SUPPORT | $5,000 |
| PARTNERS FOR YOUTH OPPORTUNITY | ||||||
| 1309 HALLEY STREET | DURHAM | NC | 27707 | NONE | TO SUPPORT MISSION TO PARTNER WITH THE COMMUNITY TO PROVIDE DURHAM YOUTH WITH OPPORTUNITIES TO CONNECT, DEVELOP, AND CONTRIBUTE THROUGH MENTORING, EMPLOYMENT AND EDUCATIONAL SUPPORT | $20,000 |
| PICKARDS MOUNTAIN ECO-INSTITUTE | ||||||
| 8519 PICKARDS MEADOW | CHAPEL HILL | NC | 27516 | NONE | TO SUPPORT OUTDOOR LEARNING PROGRAM WORK FOR YOUTH | $18,000 |
| RED WIGGLER COMMUNITY FARM | ||||||
| PO BOX 968 | CLARKSBURG | MD | 20876 | NONE | TO SUPPORT RED WIGGLER'S ACTIVE PEOPLE AND HEALTHY PROGRAM | $20,000 |
| UIC ATHLETICS | ||||||
| 839 W ROOSEVELT ROAD | CHICAGO | IL | 60608 | NONE | DISCRETIONARY GRANT TO SUPPORT THE GIRLS SOFTBALL PROGRAM'S LOCKER ROOM RENOVATION | $10,000 |
| URBAN ALLIANCE FOUNDATION | ||||||
| 2030 Q STREET NW | WASHINGTON | DC | 20009 | NONE | TO SUPPORT HIGH SCHOOL INTERNSHIP PROGRAMS | $50,000 |
| YOUTH EMPOWERED SOLUTIONS | ||||||
| 4418 LOUISBURG ROAD SUITE 131 | RALEIGH | NC | 27616 | NONE | DISCRETIONARY GRANT TO SUPPORT YES'S MISSION OF TRAINING YOUTH HOW TO IDENTIFY AND TAKE ADVANTAGE OF OPPORTUNITIES TO ENGAGE IN LOCAL, STATE AND NATIONAL ADVOCACY WORK | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $804,500 | 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 | $1,613 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $469,531 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $348,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $928,799 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $928,799 | 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 | $700,000 | 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 | $3,590 | Amt |
| Net Investment Income | $1,795 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,795 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 PF - PART IV LINE 1 CAPITAL GAINS & LOSSES | FormAndLineReferenceDesc |
| Medium Explanation | DETAILED SCHEDULE OF REALIZED GAINS & LOSSES AVAILABLE UPON REQUEST | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HIGHLINE SECURITIES 2635 | BondNm |
| EOY Book Value | $285,607 | EOYBookValueAmt |
| EOYFMV | $288,665 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HIGHLINE SECURITIES 6608 | StockNm |
| EOY Book Value | $16,618,643 | EOYBookValueAmt |
| EOYFMV | $18,627,330 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $338,747 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $339,159 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $863,490 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $888,453 | 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 | $12,678 | $12,677 |
| HAMILTON LANE PRIVATE EQUITY | AT COST | $77,175 | $159,558 |
| SSB MASTER FUND II OFFSHORE | AT COST | $0 | $196,465 |
| STEPSTONE MASTERS IV OFF TE A1 | AT COST | $273,418 | $438,520 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $979 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $979 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | $7,527 | $11,861 | $11,861 |
| DISTRIBUTIONS RECEIVABLE | $827,479 | $0 | $0 |
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 | $371 | $371 | $0 |
| DUES & MEMBERSHIPS | $2,170 | $0 | $2,170 |
| AMORTIZATION OF BOND PREMIUMS | $78 | $78 | $0 |
| BANK FEES | $10 | $10 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MASTERS FUND II - DISTRIBUTION IN EXCESS OF BASIS | $109,572 | $109,572 | $109,572 |
| PRIVATE SELECTION FUND II, LP | -$833 | -$833 | -$833 |
| PRIVATE SELECTION FUND II, LP | $1 | $1 | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENTS | Desc |
| Amt | $3,717 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAXES PAYABLE | Desc |
| BOY Book Value | $7,527 | BOYBookValueAmt |
| EOY Book Value | $11,861 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $73,658 | $73,658 | $0 |
| INTENTIONAL PHILANTHROPY | $118,000 | $0 | $118,000 |
| GRANT CONSULTING FEES | $14,200 | $0 | $14,200 |
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 | $11,861 | $11,861 | $0 |
| FEDERAL EXCISE TAXES | $42,597 | $0 | $0 |