CAIA FOUNDATION INC: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CAIA FOUNDATION INC (EIN 80-0615123)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-12
IRS object ID
201301639349200120
Schema version
2012v2.1
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)
Timestamp2013-06-12T13:30:10-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021293742ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN800615123EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CAIA FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCAIANameControl
Phone4132537373Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS A PORTERName
TitlePRESIDENTTitle
Phone4132537373Phone
Date Signed2013-06-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLYNNE JOHNSONName
PTINP00757336PTIN
Phone6179129000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Schedule B Not RequiredXScheduleBNotRequired
Web SiteFOUNDATION.CAIA.ORGWebSite
Organization501c3XOrganization501c3
Gross Receipts Less Than25000XGrossReceiptsLessThan25000
Gross Receipts0GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Grants And Similar Amounts Paid25178GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors4451FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint6000OccupancyRentUtilitiesAndMaint
Other Expenses Total10053OtherExpensesTotal
Total Expenses45682TotalExpenses
Excess Or Deficit For Year-45682ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY191909NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY146227NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY35493BOY
EOY85492EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY200000BOY
EOY150000EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY235493BOY
EOY235492EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY43584BOY
EOY89265EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY191909BOY
EOY146227EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
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.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomFOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.DescriptionProgramServiceAccom
Grants And Allocations25178GrantsAndAllocations
Program Service Expenses29914ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses29914TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
THOMAS A PORTER
PRES./TREAS./DIRECTOR1.25000
HOSSEIN KAZEMI
DIRECTOR0.50000
JUDY POSNIKOFF
DIRECTOR0.50000
THOMAS SCHNEEWEIS
DIRECTOR0.50000
RUTH CAROLAN
CLERK0.50000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THOMAS A PORTERBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1100 UNIVERSITY DRIVEAddressLine1
CityAMHERSTCity
StateMAState
ZIP Code01002ZIPCode
FieldValueIRS element (for citing)
Telephone Number4132537373TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org1TrnsfrsExemptNonCharRelatedOrg
Related Org Section527 Org0RelatedOrgSection527Org
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year250000CurrentTaxYearMinus1Year
Total250000Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year250000CurrentTaxYearMinus1Year
Total250000Total
FieldValueIRS element (for citing)
Public Support Total170250000PublicSupportTotal170
Total Support250000TotalSupport
First5 Years170XFirst5Years170

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIPS TO 12 RECIPIENTS . GRANTEE NAME: SCHOLARSHIPS . GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: NON-CASH ASSISTANCE . AMOUNT GIVEN: 25,178.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: MANAGEMENT FEES . AMOUNT: 10,053.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 200,000. END OF YEAR AMOUNT: 150,000.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: DUE TO RELATED ORGANIZATION. BEG. OF YEAR AMOUNT: 43,584. END OF YEAR AMOUNT: 89,265.

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.Declaration

Comments

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