MARLENE NATHAN MEYERSON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARLENE NATHAN MEYERSON FAMILY FOUNDATION (EIN 75-2797176)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349101716
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T14:08:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIS PHIPPS & WRIGHT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 POST OAK BLVD STE 900 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770563009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752797176 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE NATHAN MEYERSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARVIN D NATHAN | InCareOfName |
| Name Control | MARL | NameControl |
| Phone | 7138924833 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 POST OAK BOULEVARD 61ST FLOOR | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770566102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARVIN D NATHAN | Name |
| Title | SECRETARY | Title |
| Phone | 7138924833 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAN I PHIPPS | Name |
| Phone | 7136253500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3769059 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 112261 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 112261 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -42687 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2734915 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 69574 | TotalRevenueAndExpenses |
| Total Net Investment Income | 112261 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 6533 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 3267 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3266 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4413 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4412 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6354 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2633 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 40063 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 39269 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 794 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 61775 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 49582 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8472 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 790600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 790600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 852375 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 49582 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 799072 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -782801 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 62679 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 584294 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 310689 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 310689 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2378312 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1780731 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2119077 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1185733 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1274118 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1339293 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 4148339 | TotalAssetsBOY |
| Total Assets EOY | 3365538 | TotalAssetsEOY |
| Total Assets EOYFMV | 3769059 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4148339 | RetainedEarningsBOY |
| Retained Earnings EOY | 3365538 | RetainedEarningsEOY |
| Total Net Assets BOY | 4148339 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3365538 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4148339 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3365538 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4148339 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -782801 | ExcessOfRevenueOverExpenses |
| Subtotal | 3365538 | Subtotal |
| Total Net Assets Fund Balances EOY | 3365538 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE STATEMENT D1 ATTACHED | P | 638515 | 672025 | -33510 | -33510 |
| SEE STATEMENT D1 ATTACHED | P | 175029 | 157163 | 17866 | 17866 |
| SEE STATEMENT D2 ATTACHED | P | 131833 | 92264 | 39569 | 39569 |
| SEE STATEMENT D3 ATTACHED | P | 408038 | 404762 | 3276 | 3276 |
| SEE STATEMENT D3 ATTACHED | P | 717412 | 805055 | -87643 | -87643 |
| SEE STATEMENT D4 ATTACHED | P | 314553 | 303637 | 10916 | 10916 |
| SEE STATEMENT D4 ATTACHED | P | 349504 | 341764 | 7740 | 7740 |
| MAXIM INTEGRATED PRODUCTS, INC. SECURITIES LITIGATION SETTLEMENT | P | 31 | 0 | 31 | 31 |
| COST BASIS ADJUSTMENT TO UBS GAIN/LOSS | P | 0 | 932 | -932 | -932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -42687 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 807442 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4672590 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.172804 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 499134 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4728090 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.105568 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 797827 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4375296 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.182348 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 603655 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5943560 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.101565 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 277126 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7181930 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038587 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.600872 | TotalDistributionRatio |
| Average Distribution Ratio | 0.120174 | AverageDistributionRatio |
| Net Noncharitable Assets | 4066139 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 488644 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 627 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 489271 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 799072 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 627 | InvestmentIncomeExciseTax |
| Subtotal | 627 | Subtotal |
| Tax Based On Investment Income | 627 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2408 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2408 | TotalCreditsAndPayments |
| Overpayment | 1781 | Overpayment |
| Amount Credited To Next Year | 1781 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARVIN D NATHAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7138924833 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 POST OAK BLVD 61ST FL | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770566102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARLENE NATHAN MEYERSON | ||||||||
| C/O MARVIN NATHAN | HOUSTON | TX | 770566102 | PRESIDENT | 2.0 | 0 | 0 | 0 |
| MARTI MEYERSON HOOPER | ||||||||
| C/O MARVIN NATHAN | HOUSTON | TX | 770566102 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| MARVIN D NATHAN | ||||||||
| 2800 POST OAK BLVD 61ST FLOOR | HOUSTON | TX | 770566102 | SECRETARY | 1.0 | 0 | 0 | 0 |
| BRENDA F BRAND | ||||||||
| C/O MARVIN NATHAN | HOUSTON | TX | 770566102 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| BARRY H MARGOLIS | ||||||||
| C/O MARVIN NATHAN | HOUSTON | TX | 770566102 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| ELIZABETH GLASSMAN | ||||||||
| C/O MARVIN NATHAN | HOUSTON | TX | 770566102 | DIRECTOR | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3775396 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 352664 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4128060 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4128060 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 61921 | CashDeemedCharitable |
| Net Noncharitable Assets | 4066139 | NetNoncharitableAssets |
| Minimum Investment Return | 203307 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 203307 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 627 | TaxBasedOnInvestmentIncome |
| Total Tax | 627 | TotalTax |
| Distributable Amount Before Adj | 202680 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 202680 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 202680 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 799072 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 799072 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 627 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 798445 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 202680 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year4 | 307744 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 580088 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 264965 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 578622 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1731419 | TotalExcessDistriCarryover |
| Qualifying Distributions | 799072 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 202680 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 596392 | RemainingDistriFromCorpus |
| Total Corpus | 2327811 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 2327811 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 307744 | ExcessFromYear4 |
| Excess From Year3 | 580088 | ExcessFromYear3 |
| Excess From Year2 | 264965 | ExcessFromYear2 |
| Excess From Year1 | 578622 | ExcessFromYear1 |
| Excess From Current Year | 596392 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARLENE N MEYERSON | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| THE JEWISH COMMUNITY CENTER IN MANHATTAN | |||||||
| 334 AMSTERDAM AVE AT 76TH STREET | NEW YORK | NY | 10023 | PUBLIC | TO CONSTRUCT, FURNISH AND EQUIP THE MARTI ANN MEYERSON CENTER FOR HEALTH AND WELLNESS | $200,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PUBLIC | ENLIST SERVICES OF ARABIC-ENGLISH TRANSLATOR | $100,000 | |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALTA | SANTE FE | NM | 87501 | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| PHENOMENON ARTS INC | |||||||
| 75 KENDALL ROAD | LEXINGTON | MA | 02421 | PUBLIC | DAVID'S WAY MAINTENANCE AND REPAIRS | $600 | |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | PUBLIC | PERMANENT ENDOWMENT FUND | $200,000 | |
| HARRY RANSOM HUMANITIES RESEARCH CENTER | |||||||
| THE UNIVERSITY OF TEXAS AT AUSTIN | AUSTIN | TX | 78713 | PUBLIC | ENDOWED CURATORIAL POSITION IN PHOTOGRAPHY AT THE CENTER | $25,000 | PO DRAWER 7219 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PUBLIC | FOR THE PURCHASE OF ACQUISITIONS BY THE DEPARTMENT OF PHOTOGRAPHS OF THE MET | $200,000 | |
| SANTA FE BOTANICAL GARDEN | |||||||
| PO BOX 23343 | SANTA FE | NM | 87502 | PUBLIC | MUSEUM HILL CAPITAL CAMPAIGN SUPPORT | $25,000 | |
| TEXAS CHILDREN'S HOSTPITAL | |||||||
| 1919 SOUTH BRAESWOOD BLVD SUITE 52 | HOUSTON | TX | 770304412 | PUBLIC | PROJECT MEDICAL HOME SUPPORT | $25,000 | |
| HOME FOR THE HOMELESS | |||||||
| 50 COOPER SQUARE FL 4 | NEW YORK | NY | 10003 | PUBLIC | 2012 HFH SUMMER CAMP SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 790600 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | MC 4-4483 | SANTA FE | NM | 87501 | PUBLIC | PERMANENT ENDOWMENT FUND | $400,000 |
| HARRY RANSOM HUMANITIES RESEARCH CENTER | |||||||
| THE UNIVERSITY OF TEXAS AT AUSTIN | PO DRAWER 7219 | AUSTIN | TX | 78713 | PUBLIC | ENDOWED CURATORIAL POSITION IN PHOTOGRAPHY AT THE CENTER | $50,000 |
| THE JEWISH COMMUNITY CENTER IN MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE AT 76TH STREET | NEW YORK | NY | 10023 | PUBLIC | TO CONSTRUCT, FURNISH AND EQUIP THE MARTI ANN MEYERSON CENTER FOR HEALTH AND WELLNESS | $600,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1050000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $112,261 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$42,687 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,574 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 69574 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $8,825 | Amount |
| Net Investment Income | 4413 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4412 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| UBS SECURITIES -FIXED INCOME | ||
| SEE STMT 8-1 ATTACHED | 1274118 | 1339293 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| UBS SECURITIES - EQUITY | ||
| SEE STMT 7-1 ATTACHED | 685817 | 799871 |
| SEE STMT 7-2 ATTACHED | 570331 | 763336 |
| SEE STMT 7-3 ATTACHED | 524583 | 555870 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $6,533 | Amount |
| Net Investment Income | 3267 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3266 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| BANK CHARGES/WIRE FEES | 54 | 54 | |
| INVESTMENT MANAGEMENT FEES | 37806 | 37806 | |
| D & O INSURANCE EXPENSE | 1481 | 740 | 741 |
| FOREIGN FEES | 722 | 722 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX-UBS | $2,633 | 2633 |
| EXCISE TAXES | $3,721 |
Comments