FRED EBB FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FRED EBB FOUNDATION (EIN 20-2184998)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-07
- IRS object ID
- 201312809349100606
- Schema version
- 2012v2.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-07T13:32:40-07:00 | 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 | Bernard L Dikman CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W 20th St Suite 703 | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100113717 | 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 | 202184998 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED EBB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRED | NameControl |
| Phone | 2127274469 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WEST 20TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10011 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL BERNARD | Name |
| Title | Trustee | Title |
| Date Signed | 2013-03-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bernard L Dikman CPA | Name |
| PTIN | P00647323 | PTIN |
| Phone | 2129294299 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | 27821621 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 75551 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 75551 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 75551 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 277798 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 277798 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 277798 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 1032208 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16151709 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1032208 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 17700 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 2105699 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2105699 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 2105699 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 3491256 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3491256 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2476748 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 22219 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 22219 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 22219 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 22219 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 78305 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 78305 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 78305 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 78305 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 51923 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 51923 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 51923 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 51923 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 39665 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 39665 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 39665 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 39665 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 192112 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 192112 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 192112 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 192112 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1350000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1350000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1542112 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 192112 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 192112 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1542112 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1949144 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3299144 | NetInvestmentIncome |
| Adjusted Net Income | 2284636 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1049 | CashBOY |
| Cash EOY | 1490 | CashEOY |
| Cash EOYFMV | 1490 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 50077 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30761 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30761 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 13652370 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 15575792 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 15575792 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 266088 | InvestmentsOtherBOY |
| Investments Other EOY | 326604 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 326604 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 11886974 | OtherAssetsBOY |
| Other Assets EOY | 11886974 | OtherAssetsEOY |
| Other Assets EOYFMV | 11886974 | OtherAssetsEOYFMV |
| Total Assets BOY | 25856558 | TotalAssetsBOY |
| Total Assets EOY | 27821621 | TotalAssetsEOY |
| Total Assets EOYFMV | 27821621 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 25856558 | UnrestrictedBOY |
| Unrestricted EOY | 27821621 | UnrestrictedEOY |
| Total Net Assets BOY | 25856558 | TotalNetAssetsBOY |
| Total Net Assets EOY | 27821621 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 25856558 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 27821621 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 25856558 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1949144 | ExcessOfRevenueOverExpenses |
| Other Increases | 66042 | OtherIncreases |
| Subtotal | 27871744 | Subtotal |
| Other Decreases | 50123 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 27821621 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BNY MELLON STATEMENT | P | 2012-01-01 | 2012-01-01 | 1879508 | 1886000 | -6492 | -6492 |
| MEISROW STATEMENT | P | 2001-01-01 | 2012-01-01 | 6464587 | 5705719 | 758868 | 758868 |
| MEISROW STATEMENT | P | 2012-01-01 | 2012-01-01 | 155485 | 142935 | 12550 | 12550 |
| MEISROW STATEMENT | P | 2001-01-01 | 2012-01-01 | 6494315 | 6238675 | 255640 | 255640 |
| MEISROW STATEMENT | P | 2012-01-01 | 2012-01-01 | 1157814 | 1146172 | 11642 | 11642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1032208 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 17700 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1363314 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 25725485 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05300 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1208532 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 23164512 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05217 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 677354 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 20124278 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.03366 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 895972 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 19326532 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04636 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 698784 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16224452 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04307 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.22826 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04565 | AverageDistributionRatio |
| Net Noncharitable Assets | 27112289 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1237703 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 32991 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1270694 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1542112 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 32991 | InvestmentIncomeExciseTax |
| Subtotal | 32991 | Subtotal |
| Tax Based On Investment Income | 32991 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 76000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 76000 | TotalCreditsAndPayments |
| Overpayment | 43009 | Overpayment |
| Amount Credited To Next Year | 43009 | 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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | 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 | BERNARD L DIKMAN CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2129294299 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST 20th STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10011 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | true | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MITCHELL BERNARD | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 HARRIMAN STREET | AddressLine1 |
| City | IRVINGTON | City |
| State | NY | State |
| ZIP Code | 10533 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAKES DISTRIBUTIONS TO BROADWAY CARES / EQUITY FIGHTS AIDS INC. ONE OF THE PURPOSES OF THE FOUNDATION IS TO PROVIDE FINANCIAL ASSISTANCE TO THIS ORGANIZATION. DISTRIBUTIONS WILL BE MADE IN ORDER TO SATISFY THE REQUIREMENTS OF IRC SECTION 4942. IN ADDITION, THE TRUSTEE MAY MAKE DISTRIBUTIONS IN EXCESS OF THOSE REQUIRED BY SECTION 4942 FROM TIME TO TIME. | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | THE FOUNDATION WILL PROVIDE AN ANNUAL AWARD OF $50,000 TO ONE OR MORE PERSONS WORKING IN THE FIELD OF MUSICAL THEATRE AS COMPOSERS OR LYRICISTS WHO MAY NOT HAVE ACHIEVED COMMERCIAL SUCCESS. THE ANNUAL AWARD WILL RECOGNIZE MERIT AND EXCELLENCE. THE ANNUAL AWARD IS NOT FOR TRAVEL, STUDY OR SIMILAR ACTIVITIES WITHIN THE MEANING OF IRC SECTION 4945(d)(3) NOR IS THE AWARD CONDITIONED UPON FUTURE ACTIVITIES. | Description2 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 15241982 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 100365 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 12182820 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 27525167 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 27525167 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 412878 | CashDeemedCharitable |
| Net Noncharitable Assets | 27112289 | NetNoncharitableAssets |
| Minimum Investment Return | 1355614 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1542112 | ExpensesAndContributions |
| Qualifying Distributions | 1542112 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 32991 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1509121 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2005-05-23 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1355614 | CurrentYear |
| Year1 | 1286274 | Year1 |
| Year2 | 1158226 | Year2 |
| Year3 | 1006214 | Year3 |
| Total | 4806328 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1152272 | CurrentYear |
| Year1 | 1093333 | Year1 |
| Year2 | 984492 | Year2 |
| Year3 | 855282 | Year3 |
| Total | 4085379 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1542112 | CurrentYear |
| Year1 | 1393437 | Year1 |
| Year2 | 1238735 | Year2 |
| Year3 | 677354 | Year3 |
| Total | 4851638 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1542112 | CurrentYear |
| Year1 | 1393437 | Year1 |
| Year2 | 1238735 | Year2 |
| Year3 | 677354 | Year3 |
| Total | 4851638 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 27821621 | CurrentYear |
| Year1 | 25856558 | Year1 |
| Year2 | 25200582 | Year2 |
| Year3 | 22912414 | Year3 |
| Total | 101791175 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 27821621 | CurrentYear |
| Year1 | 25856558 | Year1 |
| Year2 | 25200582 | Year2 |
| Year3 | 22912414 | Year3 |
| Total | 101791175 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FRED EBB FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 FIFTH AVENUE 500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | NO SPECIFIC FORM. | FormAndInfoAndMaterials |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SAM WILLMOTT | |||||||
| 10-01 47TH ROAD | LONG ISLAND CITY | NY | 11101 | NONE | N/A | GENERAL | $50,000 |
| BROADWAY CARES EQUITY FIGHTS | |||||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | NONE | N/A | GENERAL | $1,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1350000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 75551 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 277798 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2105699 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1032208 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3491256 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3491256 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumber |
| Relationship Statement | THE FOUNDATION WILL PROVIDE AN ANNUAL AWARD OF $50,000 TO ONE OR MORE PERSONS WORKING IN THE FIELD OF MUSICAL THEATRE AS COMPOSERS OR LYRICISTS WHO HAVE NOT ACHIEVED COMMERCIAL SUCCESS. THE ANNUAL AWARD WILL RECOGNIZE MERIT AND EXCELLENCE. THE ANNUAL AWARD IS NOT FOR TRAVEL, STUDY OR SIMILAR ACTIVITIES WITHIN THE MEANING OF IRC SECTION 4945(d)(3) NOR IS THE AWARD CONDITIONED UPON FUTURE ACTIVITIES.THE FOUNDATION WILL MAKE DISTRIBUTIONS TO BROADWAY CARES/ EQUITY FIGHTS AIDS INC. ONE OF THE PURPOSES OF THE FOUNDATION IS TO PROVIDE FINANCIAL ASSISTANCE TO THIS ORGANIZATION. DISTRIBUTIONS WILL BE MADE IN ORDER TO SATISFY THE REQUIREMENTS OF IRC SECTION 4942. IN ADDITION, THE TRUSTEE MAY MAKE DISTRIBUTIONS IN EXCESS OF THOSE REQUIRED BY SECTION 4942 FROM TIME TO TIME. | RelationshipStatement |
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) |
|---|---|---|
| Amount | $22,219 | Amount |
| Net Investment Income | 22219 | NetInvestmentIncome |
| Adjusted Net Income | 22219 | AdjustedNetIncome |
| Disbursements Charitable Prps | 22219 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PAGE 5, PART VII-A QUESTION 11 - FRED EBB FOUNDATION OWNS 90% INTEREST IN FRED EBB MUSIC COMPANY LLC. | Explanation |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COPYRIGHTS & ROYALTIES | Description |
| BOY Book Value | 11886974 | BOYBookValue |
| EOY Book Value | 11886974 | EOYBookValue |
| EOYFMV | 11886974 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAX | Description |
| Amount | $50,123 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| SCREENING & SHOWCASE EXPENSES | 1754 | 1754 | 1754 | 1754 |
| POSTAGE & DELIVERY | 1047 | 1047 | 1047 | 1047 |
| MEALS & ENTERTAINMENT | 270 | 270 | 270 | 270 |
| BANK CHARGES | 502 | 502 | 502 | 502 |
| AWARD EXPENSES | 36092 | 36092 | 36092 | 36092 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 2105699 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2105699 | NetInvestmentIncome |
| Adjusted Net Income | 2105699 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT FEES | $58,305 | 58305 | 58305 | 58305 |
| EVENT PLANNER | $20,000 | 20000 | 20000 | 20000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NYS FEE | $750 | 750 | 750 | 750 |
| FOREIGN TAXES | $51,173 | 51173 | 51173 | 51173 |
Comments