NATHANIEL A MESNIKOFF FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NATHANIEL A MESNIKOFF FOUNDATION INC (EIN 23-7450437)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-28
- IRS object ID
- 201401489349100100
- Schema version
- 2013v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-28T06:33:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133905748 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEIN DEVISSER MINTZ PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 WEST 38TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237450437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESNIKOFF FOUNDATION CO ANN R MESNIKOFF-CRYSTAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MESN | BusinessNameControlTxt |
| Phone | 2023758296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 A STREET NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN R MESNIKOFF-CRYSTAL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2023758296 | PhoneNum |
| Signature | 2014-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L STEIN | PreparerPersonNm |
| PTIN | P00301110 | PTIN |
| Phone | 2127193046 | PhoneNum |
| Preparation | 2014-05-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,137,399 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $356,053 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,989 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,319 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $405,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,460 | 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 |
| Accounting Fees Rev And Expnss | $3,487 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,744 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,743 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $882 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $882 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,843 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $359,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,181 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $34,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $125,731 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $141,985 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $117,706 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $114,499 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,725 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $456,757 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $684,938 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $852,391 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $127 | OtherAssetsBOYAmt |
| Other Assets EOY | $117 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $117 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $631,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $953,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,137,399 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $39,101 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $763 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,101 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $763 | 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 | $592,796 | RetainedEarningBOYAmt |
| Retained Earning EOY | $952,703 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $592,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $952,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $631,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $953,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $592,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $359,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $952,703 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $952,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DREYFUS MRKT DEBT LOCAL CURRENCY | P | 2012-12-28 | 2013-06-20 | $10,012 | $10,912 | -$900 | -$900 |
| PIMCO COMMODITY REAL RETURN INST | P | 2012-12-12 | 2013-06-20 | $632 | $736 | -$104 | -$104 |
| PIMCO COMMODITY REAL RETURN INST | P | 2010-12-31 | 2013-06-20 | $19,055 | $24,133 | -$5,078 | -$5,078 |
| ABSOLUTE STRATEGIES INSTITUTIONAL | P | 2011-06-30 | 2013-06-20 | $57,933 | $55,529 | $2,404 | $2,404 |
| DREYFUS MRKT DEBT LOCAL CURRENCY | P | 2010-12-28 | 2013-06-20 | $22,734 | $21,920 | $814 | $814 |
| CAPITAL GAINS DIVIDENDS | P | $32,183 | $32,183 | $32,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,319 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,778 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $720,604 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045487 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,876 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $702,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051064 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,201 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $699,361 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038894 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,038 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $591,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057568 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,939 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $598,152 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045037 | DistributionYr5Rt |
| Total Distribution | 0.238050 | TotalDistributionRt |
| Average Distribution | 0.047610 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $952,697 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,358 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $377 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,843 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $237 | OverpaymentAmt |
| Applied To ES Tax | $237 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN R MESNIKOFF-CRYSTAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023758296 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 A STREET NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOEL MESNIKOFF | ||||||||
| 29 W 38TH STREET | NEW YORK | NY | 10018 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| RACHEL MESNIKOFF GUGGENHEIM | ||||||||
| 29 W 38TH STREET | NEW YORK | NY | 10018 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEVEN GUGGENHEIM | ||||||||
| 29 W 38TH STREET | NEW YORK | NY | 10018 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ANN MESNIKOFF CRYSTAL | ||||||||
| 29 W 38TH STREET | NEW YORK | NY | 10018 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| HOWARD CRYSTAL | ||||||||
| 29 W 38TH STREET | NEW YORK | NY | 10018 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL AND ENVIROMENTAL CAUSES | Description1Txt |
| Expenses1 | $33,843 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $909,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $967,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $967,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $952,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $754 | TotalTaxAmt |
| Distributable Before Adj | $46,881 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,881 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,881 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,843 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,881 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,528 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,528 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $46,566 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOODBANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $4,000 |
| AMERICANS FOR PEACE NOW | |||||||
| 1101 14TH ST NW 6TH FLOOR | WASHINGTON | DC | 20005 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $1,500 |
| ARCHIE BRAY FOUNDATION | |||||||
| 2915 COUNTRY CLUB AVENUE | HELENA | MO | 59602 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $500 |
| CAPITOL AREA FOOD BANK | |||||||
| 645 TAYLOR STREET NE | WASHINGTON | DC | 200171767 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $3,700 |
| CAPITOL HILL COMMUNITY FOUNDATION | |||||||
| 419 EAST CAPITOL STREET SE | WASHINGTON | DC | 20003 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| EAST BAY SPCA | |||||||
| 410 HEGENBERGER LOOP | OAKLAND | CA | 94621 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| HILLSIDE NATURE GUIDES PROGRAM | |||||||
| 16 CROSSBAR ROAD | HASTINGS | NY | 10706 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $800 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 200378147 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| KIDS CONNECTION HAITI | |||||||
| 1376 EAST CAPITOL STREET NE | WASHINGTON | DC | 20013 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| LAKE MERRITT INSTITUTE | |||||||
| 568 BELLEVUE AVENUE | OAKLAND | CA | 94610 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| MAZON | |||||||
| 1990 SOUTH BUNDY DRIVE SUITE 260 | LOS ANGELES | CA | 90025 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| STANFORD UNIVERSITY MEDICAL CENTER | |||||||
| 291 CAMPUS DRIVE | STANFORD | CA | 94305 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $8,000 |
| WASHINGTON HUMANE SOCIETY | |||||||
| 7319 GEORGIA AVE NW | WASHINGTON | DC | 20012 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $8,152 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,989 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,319 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $49,460 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,460 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3&4 | THE INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S |
| 8 | EDUCATIONAL AND ENVIRONMENTAL PROTECTION GOALS. |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF ALVIN MESNIKOFF | |||||||
| 1 | C/O STEIN DEVISSER MINTZ 29 W 38TH | NEW YORK | NY | 10018 | $28,577 | Yes (X) | |
| ESTATE OF ALVIN MESNIKOFF | |||||||
| 2 | C/O STEIN DEVISSER MINTZ 29 W 38TH | NEW YORK | NY | 10018 | $327,476 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | CORPORATE STOCKS AND MUTUAL FUNDS | NoncashPropertyDesc |
| Fair Market Value | $327,476 | FairMarketValueAmt |
| Received | 2013-09-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,487 | Amt |
| Net Investment Income | $1,744 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,743 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $114,499 | EOYBookValueAmt |
| EOYFMV | $114,725 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $125,731 | EOYBookValueAmt |
| EOYFMV | $141,985 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $684,938 | BookValueAmt |
| EOYFMV | $852,391 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $127 | BOYBookValueAmt |
| EOY Book Value | $117 | EOYBookValueAmt |
| EOYFMV | $117 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $5,629 | $5,629 | $0 |
| REGISTRATION FEES | $100 | $0 | $100 |
| AMORTIZATION-BOND PREMIUM | $3,207 | $3,207 | $0 |
| MISCELLANEOUS EXPENSES | $301 | $301 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO BROKER | $39,101 | $0 |
| FEDERAL EXCISE TAX PAYABLE | $0 | $763 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $882 | Amt |
| Net Investment Income | $882 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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