CAIA FOUNDATION INC: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CAIA FOUNDATION INC (EIN 80-0615123)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-15
IRS object ID
201422279349202202
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-15T13:45:20-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021293742ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800615123EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAIA FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCAIABusinessNameControlTxt
Phone4132537373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 UNIVERSITY DRIVEAddressLine1
CityAMHERSTCity
StateMAState
ZIP Code01002ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS SCHNEEWEISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4132537373PhoneNum
Signature2014-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01434915PTIN
Phone6179129000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressFOUNDATION.CAIA.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$12,675GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$12,675ContributionsGiftsGrantsEtcAmt
Total Revenue$12,675TotalRevenueAmt
Grants And Similar Amounts Paid$25,661GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$5,558FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$6,005OccupancyRentUtltsAndMaintAmt
Other Expenses Total$20,978OtherExpensesTotalAmt
Total Expenses$58,202TotalExpensesAmt
Excess Or Deficit For Year-$45,527ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$146,227NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$5,383OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$95,317NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$85,492BOYAmt
EOY$69,200EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$150,000BOYAmt
EOY$97,292EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$235,492BOYAmt
EOY$166,492EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$89,265BOYAmt
EOY$71,175EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$146,227BOYAmt
EOY$95,317EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeFOSTER ALTERNATIVE INVESTMENT EDUCATION WITHIN THE FINANCE INDUSTRY, DEVELOP AND AGGREGATE QUALITY RESEARCH AND COMMENTARY, FINANCE AND DEVELOP CURRICULUM STANDARDS FOR ALTERNATIVE INVESTMENT EDUCATION, AND FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomFOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.DescriptionProgramSrvcAccomTxt
Grants And Allocations$25,661GrantsAndAllocationsAmt
Program Service Expenses$36,885ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$36,885TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOSSEIN KAZEMI
DIRECTOR0.25$0$0$0
JUDY POSNIKOFF
DIRECTOR0.25$0$0$0
RUTH CAROLAN
CLERK (UNTIL JAN. 2013)0.25$0$0$0
THOMAS A PORTER
PRES./TREAS./DIR. (UNTIL OCT. 2013)1.00$0$0$0
THOMAS SCHNEEWEIS
DIR./PRES. (AS OF OCT. 2013)1.00$0$0$0
PATRICIA BONNETT
CLERK0.25$0$0$0
FLORENCE LOMBARD
TREASURER (AS OF OCT. 2013)0.30$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CYNTHIA COTEBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 UNIVERSITY DRIVEAddressLine1
CityAMHERSTCity
StateMAState
ZIP Code01002ZIPCode
FieldValueIRS element (for citing)
Phone4132537373PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 Org0RelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$250,000CurrentTaxYearMinus2YearsAmt
Current Tax Year$12,675CurrentTaxYearAmt
Total$262,675TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$250,000CurrentTaxYearMinus2YearsAmt
Current Tax Year$12,675CurrentTaxYearAmt
Total$262,675TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$262,675PublicSupportTotal170Amt
Total Support$262,675TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: 100WHF SCHOLARSHIPS - US GRANT TO 9 RECIPIENTS. GRANTEE NAME: 9 RECIPIENTS. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH GRANT. AMOUNT GIVEN: 15,231.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: 100WHF SCHOLARSHIPS - FOREIGN GRANTS TO 7 RECIPIENTS. GRANTEE NAME: 4 RECIPIENTS-EUROPE, 2 RECIPIENTS-EAST ASIA, 1 GRANTEE NAME: 4 RECIPIENTS-EUROPE, 2 RECIPIENTS-EAST ASIA, 1. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH GRANT. AMOUNT GIVEN: 10,430. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 25,661.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSE - OTHER MANAGEMENT FEES. AMOUNT: 9,754. DESCRIPTION: PROGRAM MANAGEMENT FEES. AMOUNT: 11,224. TOTAL TO FORM 990-EZ, LINE 16: 20,978.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: PRIOR YEAR ADJUSTMENT. AMOUNT: -5,383.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 150,000. END OF YEAR AMOUNT: 97,292.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: DUE TO RELATED ORGANIZATION. BEG. OF YEAR AMOUNT: 89,265. END OF YEAR AMOUNT: 71,175.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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