NISSAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NISSAN FOUNDATION (EIN 95-4413799)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201323179349101002
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T13:01:09-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 E THOUSAND OAKS BLVD STE 100 | AddressLine1 |
| City | WESTLAKE VILLAGE | City |
| State | CA | State |
| ZIP Code | 91362 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954413799 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NISSAN FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O BILL SCOTT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % NISSAN FNDTN BILL SCOTT | InCareOfName |
| Name Control | NISS | NameControl |
| Phone | 6157251501 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 685001 | AddressLine1 |
| Address Line2 | MAILSTOP B5B Suite | AddressLine2 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 370765001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT E BECKER | Name |
| Title | PRESIDENT | Title |
| Phone | 8053748555 | Phone |
| Date Signed | 2013-10-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | susan p jacobson | Name |
| Phone | 8053748555 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13458513 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 527675 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 527675 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 53667 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 66202 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 53667 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 581342 | TotalRevenueAndExpenses |
| Total Net Investment Income | 581342 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4037 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4037 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7500 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5249 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5249 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 75 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 75 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16861 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16861 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 689000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 689000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 705861 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16861 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 689000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -124519 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 564481 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3002 | CashBOY |
| Cash EOY | 16 | CashEOY |
| Cash EOYFMV | 16 | CashEOYFMV |
| Investments Other BOY | 11705775 | InvestmentsOtherBOY |
| Investments Other EOY | 12273259 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 13458497 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 11708777 | TotalAssetsBOY |
| Total Assets EOY | 12273275 | TotalAssetsEOY |
| Total Assets EOYFMV | 13458513 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 1875 | AccountsPayableEOY |
| Grants Payable BOY | 0 | GrantsPayableBOY |
| Grants Payable EOY | 689000 | GrantsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 690875 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Permanently Restricted BOY | 11708777 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 11582400 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 11708777 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11582400 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11708777 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12273275 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11708777 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -124519 | ExcessOfRevenueOverExpenses |
| Subtotal | 11584258 | Subtotal |
| Other Decreases | 1858 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11582400 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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 |
|---|---|---|---|---|---|---|---|
| 250.63 MFO BLACKROCK FDS HIGH | P | 2012-10-31 | 2012-11-08 | 2000 | 2000 | ||
| 131.41 MFO LOOMIS SAYLES FDS II FORMERLY LOOMISSA STRATEGIES | P | 2012-09-21 | 2012-11-08 | 2000 | 2025 | -25 | -25 |
| 163 MFO PIMCO FDS PAC INVT MGMT SER FOR FUTURE I DIVE | P | 2012-10-31 | 2012-11-08 | 2000 | 1995 | 5 | 5 |
| 160.9 MFO WESTERN ASSET CORE BOND PORTFOLIO | P | 2012-10-31 | 2012-11-08 | 2000 | 1997 | 3 | 3 |
| 135.14 MFO ADVISORS INNER CIRCLE DS LSV VALUE EQUITY | P | 2006-04-04 | 2012-11-08 | 2000 | 2351 | -351 | -351 |
| 94.43 MFO DWS SECS TR RREEF REAL ESTATE SECS FD INSTL | P | 2006-04-04 | 2012-11-08 | 2000 | 2167 | -167 | -167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 53667 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 649645 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12287530 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05287 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 632529 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12123413 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052174 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 572479 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10886515 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052586 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 462857 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8862037 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052229 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 535458 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10375926 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051606 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261465 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052293 | AverageDistributionRatio |
| Net Noncharitable Assets | 13004304 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 680034 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5645 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 685679 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 689000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5645 | InvestmentIncomeExciseTax |
| Subtotal | 5645 | Subtotal |
| Tax Based On Investment Income | 5645 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5356 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5356 | TotalCreditsAndPayments |
| Tax Due | 289 | TaxDue |
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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| 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 | WWW.NISSANUSA.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NISSAN FNDTN BILL SCOTT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6157251501 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NISSAN WAY | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37067 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 (15 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SCOTT BECKER | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | PRESIDENT | 1.0 | 0 |
| HOLLY BRACCO | ||||||
| 39001 SUNRISE DRIVE | FARMINGTON HILLS | MI | 48331 | DIRECTOR | 1.0 | 0 |
| JOHN M DAB | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | SECRETARY | 1.0 | 0 |
| JEFFREY WEBSTER | ||||||
| 300 NISSAN DRIVE | CANTON | MS | 39046 | DIRECTOR | 1.0 | 0 |
| SCOTT H WILLIAM JR | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | TREASURER | 1.0 | 0 |
| GEORGE VAZQUEZ | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | 0 |
| BRYAN DUMAIS | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | 0 |
| GARY FRIGO | ||||||
| 1501 COTTONTAIL LINE | SOMERSET | NJ | 08873 | DIRECTOR | 1.0 | 0 |
| DAVID REUTER | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | VICE PRESIDENT | 1.0 | 0 |
| BRADLEY D THACKER | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | 0 |
| PAULA WELLS | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | 0 |
| LINDA ANTHONY | ||||||
| 8900 FREEPORT PARKWAY | IRVING | TX | 75063 | DIRECTOR | 1.0 | 0 |
| VICKI SMITH | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | FOUNDATION ADMINISTRATOR | 1.0 | 0 |
| ALLESANDRA THARP | ||||||
| 9800 CAMPUS POINT DRIVE | SAN DIEGO | CA | 92121 | DIRECTOR | 1.0 | 0 |
| ROBERT WILSON | ||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 13199321 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3018 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13202339 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 13202339 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 198035 | CashDeemedCharitable |
| Net Noncharitable Assets | 13004304 | NetNoncharitableAssets |
| Minimum Investment Return | 650215 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 650215 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5645 | TaxBasedOnInvestmentIncome |
| Total Tax | 5645 | TotalTax |
| Distributable Amount Before Adj | 644570 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 644570 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 644570 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 689000 | 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 | 689000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5645 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 683355 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 644570 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 31546 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 32881 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 40195 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 37300 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 45978 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 187900 | TotalExcessDistriCarryover |
| Qualifying Distributions | 689000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 644570 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 44430 | RemainingDistriFromCorpus |
| Total Corpus | 232330 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 31546 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 200784 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 32881 | ExcessFromYear4 |
| Excess From Year3 | 40195 | ExcessFromYear3 |
| Excess From Year2 | 37300 | ExcessFromYear2 |
| Excess From Year1 | 45978 | ExcessFromYear1 |
| Excess From Current Year | 44430 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| JAPANESE AMERICAN NATIONAL MUSEUM | ||||||||
| 100 NORTH CENTRAL AVENUE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $15,000 | |
| AUTRY NATIONAL CENTER | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 900271462 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $15,000 | |
| INTERNATIONAL MUSEUM OF CULTURES | ||||||||
| 411 E HIGHWAY 67 | DUNCANVILLE | TX | 75137 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $25,000 | |
| ANTI-PREJUDICE CONSORTIUM INC | ||||||||
| 3154 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | 501 (C)(3) TAX EXEMP | SEE FOOTNOTE 1 ATTACHED | $10,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ATLANTA | ||||||||
| 680 WEST PEACHTREE STREET NW | ATLANTA | GA | 30308 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $10,000 | |
| GREEN DOT PUBLIC SCHOOLS | ||||||||
| 1149 S HILL ST STE 600 | LOS ANGELES | CA | 90015 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $15,000 | |
| JOBS FOR MISSISSIPPI GRADUATES INC | ||||||||
| 6055 RIDGEWOOD ROAD | JACKSON | MS | 39211 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $50,000 | SUITE A |
| LOS ANGELES OPERA COMPANY | ||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $15,000 | |
| GLOBAL EDUCATION CENTER | ||||||||
| 4822 CHARLOTTE AVENUE | NASHVILLE | TN | 37209 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $25,000 | |
| NASHVILLE PUBLIC TELEVISION | ||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $65,000 | |
| SAN DIEGO MUSEUM OF MAN | ||||||||
| 1350 EL PRADO BALBOA PARK | SAN DIEGO | CA | 92101 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $10,000 | |
| TUPAC AMARU SHAKUR FOUNDATION | ||||||||
| 5616 MEMORIAL DRIVE | STONE MOUNTAIN | GA | 30083 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $17,000 | |
| INTERNATIONAL MUSEUM OF MUSLIM CULTURES | ||||||||
| 201 EAST PASCAGOULA STREET STE 102 | JACKSON | MS | 39201 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $20,000 | MISSISSIPPI ARTS CENTER |
| TENNESSEE IMMIGRANT & REFUGEE RIGHTS COALITION | ||||||||
| 446 METROPLEX DRIVE BUILDING A SU | NASHVILLE | TN | 37211 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $25,000 | |
| COBB ENERGY PERFORMING ARTS CENTRE FOUNDATION | ||||||||
| 2800 COBB GALLERIA PARKWAY | ATLANTA | GA | 30339 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $10,000 | |
| JACKSON 2000 INCORPORATED | ||||||||
| PO BOX 13654 | JACKSON | MS | 39236 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $15,000 | |
| JEWISH CHILDREN'S MUSEUM | ||||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $25,000 | |
| THE COMMUNITY HOUSE | ||||||||
| 380 SOUTH BATES STREET | BIRMINGHAM | MI | 48009 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $15,000 | |
| OASIS CENTER | ||||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $50,000 | |
| JAPAN SOCIETY INC | ||||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $20,000 | |
| MUSEUM OF AFRICAN AMERICAN HISTORY | ||||||||
| 315 E WARREN | DETROIT | MI | 48201 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $25,000 | |
| Learning Through Expanded Arts PROGRAM INC | ||||||||
| 441 West End Avenue Suite 2G | NEW YORK | NY | 10024 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $30,000 | |
| NATIONAL COWBOYS OF COLOR MUSEUM | ||||||||
| 2401 SCOTT AVENUE | FORT WORTH | TX | 76103 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $25,000 | |
| Children's Museum Corporation of Rutherford County | ||||||||
| 502 Southeast Broad Street | Murfreesboro | TN | 37130 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $55,000 | |
| SAN DIEGO CHILDREN'S DISCOVERY MUSEUM | ||||||||
| 320 N BROADWAY | ESCONDIDO | CA | 92025 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $17,000 | |
| Frist Center for the Visual Arts | ||||||||
| 919 Broadway | NASHVILLE | TN | 37203 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $25,000 | |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | ||||||||
| 254 WEST 31ST STREET 7TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $20,000 | |
| TENNESSEE WOMENS THEATER PROJECT | ||||||||
| PO BOX 158525 | NASHVILLE | TN | 37215 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $25,000 | |
| US COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | ||||||||
| 13942 MICHIGAN AVE UPPER LEVEL STE | DEARBORN | MI | 48126 | NONE | 501(C)(3) TAX EXEMPT | SEE FOOTNOTE 1 ATTACHED | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 689000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | No future grants approved | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 685001 | AddressLine1 |
| City | Franklin | City |
| State | TN | State |
| ZIP Code | 37076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Purpose Of Grant Or Contribution | No future grants approved | PurposeOfGrantOrContribution |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 0 | 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 | $527,675 | 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 | $53,667 | 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 | $581,342 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 581342 | 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 | 1 | LineNumber |
| Relationship Statement | Not applicable | 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) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,037 | Amount |
| Net Investment Income | 4037 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NORTHERN TRUST INVESTMENTS | CategoryOrItem |
| Book Value | 12273259 | BookValue |
| EOYFMV | 13458497 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENTS FOR ACCRUED INCOME | Description |
| Amount | $1,858 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 75 | RevenueAndExpensesPerBooks |
| Net Investment Income | 75 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 7500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT I | Category |
| Amount | $5,249 | Amount |
| Net Investment Income | 5249 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments