FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT (EIN 95-4560243)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201113159349100436
- Schema version
- 2010v3.4
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T18:24:13-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES & ROTH PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10086 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97440 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954560243 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR GLOBAL SPORTS | BusinessNameLine1 |
| Business Name Line2 | DEVELOPMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 2138302020 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S HOPE ST 48TH FL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM V MASON II | Name |
| Title | PRESIDENT | Title |
| Phone | 2138302020 | Phone |
| Date Signed | 2011-09-30 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARRIE L FORTIER | Name |
| Phone | 5416872320 | Phone |
| Date Prepared | 2011-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 2053328 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 102205 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 47119 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47119 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 46433 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1012087 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 46433 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1431 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 1431 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 197188 | TotalRevenueAndExpenses |
| Total Net Investment Income | 93552 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1431 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 20110 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 20110 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7176 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 61500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 25500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 324 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 314 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 260732 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 239921 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 74585 | PrintingAndPubRevAndExpnss |
| Printing And Pub Adj Net Incm | 1431 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 73154 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 143519 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17845 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 122912 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 567946 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18159 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1431 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 481597 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 351973 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 351973 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 919919 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18159 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1431 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 833570 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -722731 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 75393 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 101664 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 132025 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 132025 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 2409956 | InvestmentsOtherBOY |
| Investments Other EOY | 1656864 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1921303 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2511620 | TotalAssetsBOY |
| Total Assets EOY | 1788889 | TotalAssetsEOY |
| Total Assets EOYFMV | 2053328 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2511620 | UnrestrictedBOY |
| Unrestricted EOY | 1788889 | UnrestrictedEOY |
| Total Net Assets BOY | 2511620 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1788889 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2511620 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1788889 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2511620 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -722731 | ExcessOfRevenueOverExpenses |
| Subtotal | 1788889 | Subtotal |
| Total Net Assets Fund Balances EOY | 1788889 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (64 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY - 1516.538 SHRS | P | 2009-03-25 | 2010-02-10 | 26797 | 20701 | 6096 | 6096 |
| PERKINS MID CAP VALUE - 30.441 SHRS | P | 2006-11-17 | 2010-01-06 | 614 | 777 | -163 | -163 |
| PERKINS MID CAP VALUE - 129.311 SHRS | P | 2006-12-15 | 2010-03-15 | 2683 | 3109 | -426 | -426 |
| PIMCO TOTAL RETURN - 596.022 SHRS | P | 2009-03-25 | 2010-03-26 | 6562 | 6002 | 560 | 560 |
| T ROWE PRICE GROWTH - 93.063 SHRS | P | 2007-12-19 | 2010-12-08 | 2948 | 3036 | -88 | -88 |
| PIMCO TOTAL RETURN - 1693.269 SHRS | P | 2009-03-25 | 2010-02-10 | 18491 | 17051 | 1440 | 1440 |
| T ROWE PRICE GROWTH - 102.858 SHRS | P | 2006-11-21 | 2010-01-06 | 2846 | 3261 | -415 | -415 |
| PERKINS MID CAP VALUE - 209.188 SHRS | P | 2006-12-15 | 2010-03-15 | 4341 | 5029 | -688 | -688 |
| T ROWE PRICE GROWTH - 299.187 SHRS | P | 2007-01-17 | 2010-03-26 | 8455 | 9598 | -1143 | -1143 |
| T ROWE PRICE GROWTH - 93.063 SHRS | P | 2007-12-19 | 2010-12-08 | 2948 | 3036 | -88 | -88 |
| ARTISAN SMALL-CAP FUND - 22.797 SHRS | P | 2009-03-25 | 2010-02-26 | 300 | 194 | 106 | 106 |
| T ROWE PRICE GROWTH - 84.259 SHRS | P | 2006-12-20 | 2010-01-06 | 2331 | 2649 | -318 | -318 |
| PERKINS MID CAP VALUE - 905.278 SHRS | P | 2007-01-17 | 2010-03-15 | 18785 | 21781 | -2996 | -2996 |
| WILLIAM BLAIR INT'L - 1328.556 SHRS | P | 2008-09-25 | 2010-07-09 | 24751 | 27089 | -2338 | -2338 |
| T ROWE PRICE GROWTH - 629.964 SHRS | P | 2007-12-19 | 2010-12-08 | 19957 | 20549 | -592 | -592 |
| EATON VANCE FLOATING - 1922.882 SHRS | P | 2009-03-25 | 2010-02-26 | 17287 | 13018 | 4269 | 4269 |
| T ROWE PRICE GROWTH - 58.333 SHRS | P | 2006-12-20 | 2010-01-06 | 1614 | 1834 | -220 | -220 |
| PERKINS MID CAP VALUE - 142.658 SHRS | P | 2007-12-14 | 2010-03-15 | 2960 | 3174 | -214 | -214 |
| PIMCO TOTAL RETURN - 7316.459 SHRS | P | 2009-03-25 | 2010-07-09 | 82237 | 73677 | 8560 | 8560 |
| T ROWE PRICE GROWTH - 1390.217 SHRS | P | 2008-05-29 | 2010-12-08 | 44042 | 44473 | -431 | -431 |
| RS EMERGING MARKETS - 796.546 SHRS | P | 2009-09-24 | 2010-02-26 | 17134 | 16855 | 279 | 279 |
| T ROWE PRICE GROWTH - 311.109 SHRS | P | 2006-12-20 | 2010-01-06 | 8608 | 9781 | -1173 | -1173 |
| AMERICAN BEACON INT'L - 140.321 SHRS | P | 2009-03-25 | 2010-03-26 | 2197 | 1513 | 684 | 684 |
| AMERICAN BEACON INT'L - 3225.051 SHR | P | 2009-03-25 | 2010-08-12 | 47247 | 34766 | 12481 | 12481 |
| AMERICAN CENTURY - 627.347 SHRS | P | 2009-03-25 | 2010-03-15 | 12051 | 8563 | 3488 | 3488 |
| T ROWE PRICE GROWTH - 512.756 SHRS | P | 2007-01-17 | 2010-01-06 | 14188 | 16449 | -2261 | -2261 |
| AMERICAN CENTURY - 265.278 SHRS | P | 2009-03-25 | 2010-03-26 | 5138 | 3621 | 1517 | 1517 |
| T ROWE PRICE GROWTH - 86.358 SHRS | P | 2007-01-17 | 2010-08-12 | 2279 | 2770 | -491 | -491 |
| ARTISAN SMALL-CAP - 2034.371 SHRS | P | 2009-03-25 | 2010-03-15 | 28461 | 17333 | 11128 | 11128 |
| PERKINS MID CAP VALUE - 1540.294 SHR | P | 2006-11-17 | 2010-02-10 | 29712 | 39293 | -9581 | -9581 |
| AMERICAN CENTURY - 222.380 SHRS | P | 2008-09-25 | 2010-03-26 | 2162 | 2117 | 45 | 45 |
| T ROWE PRICE GROWTH - 1810.623 SHRS | P | 2007-01-17 | 2010-09-10 | 49086 | 58085 | -8999 | -8999 |
| CREDIT SUISSE COM - 686.156 SHRS | P | 2009-03-25 | 2010-03-15 | 5551 | 5043 | 508 | 508 |
| ARTISAN SMALL-CAP - 1033.218 SHRS | P | 2008-05-29 | 2010-02-26 | 13607 | 15819 | -2212 | -2212 |
| ARTISAN SMALL-CAP - 223.977 SHRS | P | 2009-03-25 | 2010-03-26 | 3131 | 1908 | 1223 | 1223 |
| ARTISAN SMALL-CAP - 2995.875 SHRS | P | 2009-03-25 | 2010-10-22 | 45028 | 25525 | 19503 | 19503 |
| EATON VANCE FLOATING - 2294.844 SHRS | P | 2009-03-25 | 2010-03-15 | 20768 | 15536 | 5232 | 5232 |
| ARTISAN SMALL-CAP - 13.813 SHRS | P | 2008-12-17 | 2010-02-26 | 182 | 128 | 54 | 54 |
| WILLIAM BLAIR INT'L - 116.835 SHRS | P | 2008-09-25 | 2010-03-26 | 2228 | 2382 | -154 | -154 |
| AMERICAN CENTURY - 2816.930 SHRS | P | 2009-03-25 | 2010-11-11 | 57071 | 38451 | 18620 | 18620 |
| GATEWAY FUND CLASS A - 259.707 SHRS | P | 2009-03-25 | 2010-03-15 | 6617 | 5908 | 709 | 709 |
| EATON VANCE LARGE-CAP - 1112.499 SHR | P | 2006-11-17 | 2010-02-26 | 18545 | 23385 | -4840 | -4840 |
| EATON VANCE LARGE-CAP - 42.575 SHRS | P | 2006-12-27 | 2010-03-26 | 747 | 901 | -154 | -154 |
| EATON VANCE LARGE-CAP - 3608.272 SHR | P | 2007-01-17 | 2010-11-11 | 63253 | 76351 | -13098 | -13098 |
| RS EMERGING MARKETS - 140.396 SHRS | P | 2009-09-24 | 2010-03-15 | 3180 | 2971 | 209 | 209 |
| EATON VANCE LARGE-CAP - 75.355 SHRS | P | 2006-12-27 | 2010-02-26 | 1256 | 1595 | -339 | -339 |
| EATON VANCE LARGE-CAP - 436.106 SHRS | P | 2007-01-17 | 2010-03-26 | 7649 | 9228 | -1579 | -1579 |
| PERKINS MID CAP VALUE - 416.911 SHRS | P | 2007-12-14 | 2010-11-11 | 9151 | 9276 | -125 | -125 |
| PIMCO FOREIGN BOND - 647.163 SHRS | P | 2009-03-25 | 2010-03-15 | 6549 | 5248 | 1301 | 1301 |
| EATON VANCE LARGE-CAP - 400.419 SHRS | P | 2006-12-27 | 2010-02-26 | 6675 | 8473 | -1798 | -1798 |
| EATON VANCE FLOATING - 257.557 SHRS | P | 2009-03-25 | 2010-03-26 | 2346 | 1744 | 602 | 602 |
| PERKINS MID CAP VALUE - 906.096 SHRS | P | 2008-05-29 | 2010-11-11 | 19889 | 21058 | -1169 | -1169 |
| RS EMERGING MARKETS - 59.476 SHRS | P | 2009-09-24 | 2010-03-26 | 1374 | 1259 | 115 | 115 |
| T ROWE PRICE GROWTH - 942.833 SHRS | P | 2007-01-17 | 2010-02-26 | 25013 | 30246 | -5233 | -5233 |
| GATEWAY FUND CLASS A - 99.878 SHRS | P | 2009-03-25 | 2010-03-26 | 2547 | 2272 | 275 | 275 |
| GATEWAY FUND CLASS A - 908.343 SHRS | P | 2009-03-25 | 2010-12-08 | 23626 | 20665 | 2961 | 2961 |
| ARTISAN SMALL-CAP - 1502.114 SHRS | P | 2008-05-29 | 2010-01-06 | 21015 | 22997 | -1982 | -1982 |
| AMERICAN CENTURY - 4646.701 SHRS | P | 2008-09-25 | 2010-03-15 | 45259 | 44237 | 1022 | 1022 |
| PERKINS MID CAP VALUE - 83.150 SHRS | P | 2007-12-14 | 2010-03-26 | 1729 | 1850 | -121 | -121 |
| RS EMERGING MARKETS - 1985.387 SHRS | P | 2009-09-24 | 2010-12-08 | 52851 | 42011 | 10840 | 10840 |
| EATON VANCE LARGE-CAP - 1383.549 SHR | P | 2006-11-17 | 2010-01-06 | 23783 | 29082 | -5299 | -5299 |
| PERKINS MID CAP VALUE - 246.814 SHRS | P | 2006-11-17 | 2010-03-15 | 5121 | 6296 | -1175 | -1175 |
| PERKINS MID CAP VALUE - 62.371 SHRS | P | 2007-12-14 | 2010-03-26 | 1297 | 1388 | -91 | -91 |
| T ROWE PRICE GROWTH - 38.548 SHRS | P | 2007-01-17 | 2010-12-08 | 1221 | 1237 | -16 | -16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 46433 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 34880 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 576271 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2334233 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.246878 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 376369 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2978438 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.126365 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 290512 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3299624 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088044 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 146500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2882434 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050825 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 165349 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2611676 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.063311 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.575423 | TotalDistributionRatio |
| Average Distribution Ratio | 0.115085 | AverageDistributionRatio |
| Net Noncharitable Assets | 2259570 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 260043 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 754 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 260797 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 833570 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 754 | InvestmentIncomeExciseTax |
| Subtotal | 754 | Subtotal |
| Tax Based On Investment Income | 754 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1243 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1243 | TotalCreditsAndPayments |
| Overpayment | 489 | Overpayment |
| Amount Credited To Next Year | 489 | 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 | CA | 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 | GLOBALSPORTSDEVELOPMENT.ORG | WebsiteAddress |
| Books In Care Of Person Name | WILLIAM V MASON II | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5416872320 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 WEST 11TH AVENUE | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
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 |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM V MASON II | ||||||||
| C/O 432 WEST 11TH AVENUE | EUGENE | OR | 97401 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| STEVEN UNGERLEIDER PHD | ||||||||
| C/O 66 CLUB ROAD SUITE 370 | EUGENE | OR | 97401 | V. PRESIDENT | 5.00 | 0 | 0 | 0 |
| DAVID C ULICH ESQUIRE | ||||||||
| C/O 333 SOUTH HOPE ST 48TH FLOOR | LOS ANGELES | CA | 90071 | SEC./TREAS. | 5.00 | 0 | 0 | 0 |
| STEVEN C BAUM | ||||||||
| C/O 333 SOUTH HOPE ST 48TH FLOOR | LOS ANGELES | CA | 90071 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| 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 | CULTURE, EDUCATION, SPORT AND ETHICS PROGRAM (CESEP) - AN INTERNATIONAL EDUCATIONAL OUTREACH INITIATIVE TO ENGAGE TEACHERS AND STUDENTS FROM DIFFERENT COUNTRIES AND CULTURES IN THE DIALOGUE OF HEALTHY SPORT. THE CESEP PROGRAM IS DESIGNED TO GET TEACHERS, COUNSELORS AND STUDENTS FROM ACROSS THE GLOBE TO EXCHANGE IDEAS ABOUT THE CULTURE OF SPORT, COMPETING CLEAN AND ON A LEVEL PLAYING FIELD. THE PROGRAM INITIATIVE ASKS THAT ADULTS OPEN THIS CONVERSATION IN THE HOPE OF COLLABORATING WITH THEIR YOUTH ON UNDERSTANDING THE MEANING OF DRUG-FREE COMPETITION. . THE FOUNDATION FOR GLOBAL SPORTS DEVELOPMENT IN CONJUNCTION WITH THE WORLD ANTI-DOPING AGENCY, THE UNITED NATIONS AND VARIOUS OTHER INTERNATIONAL NON-PROFIT AGENCIES ARE CONTINUING TO DEVELOP AND BROADEN THIS PROGRAM. TO DATE, A DOZEN INTERNATIONAL GROUPS (APA, INTERNATIONAL ASSOCIATION OF SCHOOL TEACHERS, AND OTHER SCHOOL BASED INSTITUTIONS) HAVE AGREED TO PARTICIPATE IN THE CESEP PROGRAM. OUR GOAL IS TO REACH TEACHERS, PARENTS, STUDENT | Description1 |
| Expenses1 | 833570 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2186857 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 107123 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2293980 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2293980 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34410 | CashDeemedCharitable |
| Net Noncharitable Assets | 2259570 | NetNoncharitableAssets |
| Minimum Investment Return | 112979 | 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 | 833570 | ExpensesAndContributions |
| Qualifying Distributions | 833570 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 754 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 832816 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 833570 | QualifyingDistributions |
| Remaining Distri From Corpus | 833570 | RemainingDistriFromCorpus |
| Total Corpus | 833570 | TotalCorpus |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 833570 | CurrentYear |
| Year1 | 576590 | Year1 |
| Year2 | 376907 | Year2 |
| Year3 | 292558 | Year3 |
| Total | 2079625 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 351973 | CurrentYear |
| Year1 | 302000 | Year1 |
| Year2 | 243360 | Year2 |
| Year3 | 252925 | Year3 |
| Total | 1150258 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 481597 | CurrentYear |
| Year1 | 274590 | Year1 |
| Year2 | 133547 | Year2 |
| Year3 | 39633 | Year3 |
| Total | 929367 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 75319 | CurrentYear |
| Year1 | 77808 | Year1 |
| Year2 | 99281 | Year2 |
| Year3 | 109987 | Year3 |
| Total | 362395 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | NO PARTICULAR FORMAT. SEE ATTACHED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | |||
| AMERICA SCORES CHICAGO | ||||||||||
| 222 SOUTH MORGAN STREET | CHICAGO | IL | 60607 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| BARIO ACTION GROUP INC | ||||||||||
| 4927 HUNTINGTON DRIVE NOR | LOS ANGELES | CA | 90032 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,500 | |||
| CASA DE AMIGOS - ST VINC | ||||||||||
| 2222 OCEAN VIEW AVENUE S | LOS ANGELES | CA | 90057 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| CHAMPS CHARTER HIGH SCHOO | ||||||||||
| 6952 VAN NUYS BLVD | VAN NUYS | CA | 91405 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | |||
| CHARLESTON LACROSSE INC | ||||||||||
| 14 GREEN STREET | CHARLESTOWN | MA | 02129 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |||
| CHILDHELP INC | ||||||||||
| 15757 NORTH 78TH STREET | SCOTTSDALE | AZ | 852601737 | NONE | 501(C)(3) | PROGRAM SUPPORT | $20,000 | |||
| CIRC ESTEEM INC | ||||||||||
| 1400 WEST DEVON AVENUE S | CHICAGO | IL | 60660 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |||
| CITY BALLET OF LA | ||||||||||
| 1532 WEST 11TH STREET | LOS ANGELES | CA | 90015 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| COMMUNITY ROWING INC | ||||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | |||
| CULVER CITY EDUCATION FOU | ||||||||||
| 4034 IRVING PLACE | CULVER CITY | CA | 90231 | NONE | 501(C)(3) | PROGRAM SUPPORT | $6,500 | |||
| DIG 4 KIDS FOUNDATION | ||||||||||
| 1159 CYPRESS STREET | HERMOSA BEACH | CA | 90254 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |||
| DREAMPOWER FOUNDATION | ||||||||||
| 12425 FOOTHILL AVENUE SU | SAN MARTIN | CA | 95046 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | |||
| EAST OAKLAND BOXING ASSOC | ||||||||||
| 816 98TH AVENUE | OAKLAND | CA | 94603 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| EDUCATION THROUGH MUSIC | ||||||||||
| 122 EAST 42ND SUITE 1501 | NEW YORK | NY | 101681503 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | |||
| FED INT DE HOCKEY (FIH) | ||||||||||
| NONE | 501(C)(3) | PROGRAM SUPPORT | $35,000 | RUE DU VALENTIN 61 | LAUSANNE | SZ | ||||
| FIGURE SKATING IN HARLEM | ||||||||||
| 361 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,000 | |||
| GIRLS FOR GENDER EQUITY | ||||||||||
| 1360 FULTON STREET SUITE | BROOKLYN | NY | 11216 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| GIRLS IN THE GAME NFP | ||||||||||
| 1051 WEST RANDOLF STREET | CHICAGO | IL | 60607 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| GIRLS INCORPORATED OF NY | ||||||||||
| 64 BEAVER STREET STE 121 | NEW YORK | NY | 10004 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 | |||
| HARLEM RBI INCORPORATED | ||||||||||
| 333 EAST 100TH STREET GR | NEW YORK | NY | 10029 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| HEART OF LOS ANGELES YOUT | ||||||||||
| 2701 WILSHIRE BLVD SUIT | LOS ANGELES | CA | 90057 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| HORSES IN THE HOOD LA | ||||||||||
| PO BOX 573249 | TARZANA | CA | 913573249 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,000 | |||
| HUDSON RIVER COM SAILING | ||||||||||
| PO BOX 1800 | NEW YORK | NY | 10156 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | |||
| HULL LIFE SAVING MUSEUM | ||||||||||
| 1117 NANTASKET AVENUE | HULL | MA | 02045 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |||
| ICE HOCKEY IN HARLEM INC | ||||||||||
| PO BOX 978 | NEW YORK | NY | 10029 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |||
| INTERNATIONAL ARCHERY FED | ||||||||||
| NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | AVE DE RHODANIE 54 B 1007 | LAUSANNE | SZ | ||||
| INTERNATIONAL STUDENT ATH | ||||||||||
| 6811 MILTON STREET | PHILADELPHIA | PA | 19119 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| LA SAFE PASSAGE TENNIS PR | ||||||||||
| 201 S FIGUEROA SUITE 300 | LOS ANGELES | CA | 900121490 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,000 | |||
| LACER AFTERSCHOOL PROGRAM | ||||||||||
| 1718 NORTH CHEROKEE SUIT | HOLLYWOOD | CA | 90028 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| MAYAN FAMILIES KIDS AND S | ||||||||||
| 2609 HARTFORD STREET | SAN DIEGO | CA | 921102315 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |||
| OPERATION JUMP START | ||||||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | |||
| PLAY RUGBY INC | ||||||||||
| 127 WEST 25TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| POWER PLAY NYC INC | ||||||||||
| 245 8TH AVENUE SUITE 163 | NEW YORK | NY | 10011 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| ROW LA | ||||||||||
| 629 ALTA AVENUE | SANTA MONICA | CA | 90402 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| ROW NEW YORK INC | ||||||||||
| 10-27 46TH AVENUE SUITE | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 | |||
| SMITH COLLEGE PROJECT COA | ||||||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| SPORTS CHALLENGE LEADERSH | ||||||||||
| 5014 4TH STREET NW | WASHINGTON | DC | 20011 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 | |||
| STOKED MENTORING INC | ||||||||||
| 1930 WILSHIRE BLVD SUIT | LOS ANGELES | CA | 90057 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| STUDENTS RUN LA | ||||||||||
| 6505 ZELZAH AVENUE | RESEDA | CA | 91335 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |||
| STUDENTS RUN OAKLAND | ||||||||||
| PO BOX 10696 | OAKLAND | CA | 946100696 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 | |||
| TAKING THE REINS | ||||||||||
| 3919 1/2 RIGALI AVENUE | LOS ANGELES | CA | 90039 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,000 | |||
| TAYLOR HOOTON FOUNDATION | ||||||||||
| PO BOX 2104 | FRISCO | TX | 750349998 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | |||
| THE URBAN DOVE INC | ||||||||||
| 40 EXCHANGE PLACE SUITE | NEW YORK | NY | 10011 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,000 | |||
| UNITED TRIBES TECHNICAL C | ||||||||||
| 3315 UNIVERSITY DRIVE | BISMARCK | ND | 585047565 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |||
| US RUGBY FOOTBALL FOUNDAT | ||||||||||
| 2131 PAN AMERICAN PLAZA | SAN DIEGO | CA | 92101 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| 333 SEVENTH AVENUE 2ND F | NEW YORK | NY | 100015004 | NONE | 501(C)(3) | PROGRAM SUPPORT | $25,000 | |||
| VANCOUVER ORGANIZING COMM | ||||||||||
| NONE | 501(C)(3) | PROGRAM SUPPORT | $17,473 | 400-3583 GRAVELEY STREET | VANCOUVER, BC | CA | ||||
| VANCOUVER FRASERVIEW CHUR | ||||||||||
| NONE | 501(C)(3) | PROGRAM SUPPORT | $4,000 | 11295 MELLIS DRIVE | RICHMOND, BC | CA | ||||
| RICHMOND CHRISTIAN SCHOOL | ||||||||||
| NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | 5240 WOODWARDS ROAD | RICHMOND, BC | CA | ||||
| INTERNATIONAL TABLE TENNI | ||||||||||
| NONE | 501(C)(3) | PROGRAM SUPPORT | $30,000 | RUE DU VALENTIN 611 | LAUSANNE | SZ | ||||
| US OLYMPIC COMMITTEE | ||||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | 501(C)(3) | PROGRAM SUPPORT | $12,500 | |||
| INTERNATIONAL PARALYMMPIC | ||||||||||
| NONE | 501(C)(3) | PROGRAM SUPPORT | $50,000 | ADENAUERALLEE 212-214 | BONN | GM | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 351973 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47,119 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,616 | ExclusionAmount |
| Related Or Exempt Function Income | 41817 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CESEP BOOK SALES | Description |
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $1,431 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,166 | ExclusionAmount |
| Related Or Exempt Function Income | 41817 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 94983 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MARVIN AND DONNA SCHWARTZ FOUNDATIO | 605 THIRD AVE | NEW YORK | NY | 101583698 | 10000 | X |
| 2 | BANK OF AMERICA | 125 DUPONT DRIVE | PROVIDENCE | RI | 02907 | 5000 | X |
| 3 | DOROT FOUNDATION | 439 BENEFIT STREET | PROVIDENCE | RI | 02903 | 70000 | X |
| 4 | ROBERT AND TRUDY GOTTESMAN | 888 PARK AVENUE 10-B | NEW YORK | NY | 100750235 | 5000 | X |
| 5 | SUE AND EDGAR WACHENHEIM FOUNDATION | 3 MANHATTENVILLE ROAD | PURCHASES | NY | 10577 | 10000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $7,176 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| WILLIAM V MASON II |
| STEVEN UNGERLEIDER PHD |
| DAVID C ULICH ESQUIRE |
| STEVEN C BAUM |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (15 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PERSHING | |||
| AMERICAN BEACON INTERNATIONAL | FMV | 84097 | 121363 |
| AMERICAN CENTURY EQUITY GROWTH FUND | FMV | 78373 | 118685 |
| AMERICAN CENTURY SHORT-TERM | FMV | 116025 | 118847 |
| ARTISAN SMALL-CAP FUND | FMV | 73846 | 142578 |
| WILLIAM BLAIR INTERNATIONAL GROWTH | FMV | 110406 | 135166 |
| CREDIT SUISSE COMMODITY RETURN | FMV | 47300 | 58362 |
| EATON VANCE LARGE-CAP VALUE FUND | FMV | 265364 | 227940 |
| EATON VANCE FLOATING RATE FUND | FMV | 73690 | 98193 |
| GATEWAY FUND CLASS A | FMV | 85413 | 97531 |
| PERKINS MID CAP VALUE FUND | FMV | 85990 | 123150 |
| PIMCO TOTAL RETURN FUND | FMV | 297453 | 310802 |
| RS EMERGING MARKETS FUND CLASS A | FMV | 23429 | 29403 |
| PIMCO FOREIGN BOND FUND CLASS D | FMV | 58576 | 75426 |
| T ROWE PRICE GROWTH STOCK FUND | FMV | 256902 | 263857 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $20,110 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (13 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | 47906 | 47906 | |
| BANK CHARGES | 266 | 14 | |
| CONTRACT SERVICES | 37501 | 37501 | |
| DUES AND FEES | 2840 | 2010 | |
| INSURANCE | 20190 | 20190 | |
| INVESTMENT MANAGEMENT FEE | 17845 | 17845 | |
| MISCELLANEOUS | 3203 | 3203 | |
| OFFICE | 1883 | 203 | |
| POSTAGE AND SHIPPING | 9627 | 9627 | |
| PUBLICATIONS | 72 | 72 | |
| SUPPLIES | 1204 | 1204 | |
| WEB HOSTING AND SUBSCRIPTIONS | 982 | 982 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CESEP BOOK SALES | Description |
| Revenue And Expenses Per Books | 1431 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 1431 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $61,500 | Amount |
| Disbursements Charitable Prps | 25500 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| STATE TAX | $10 | |
| FOREIGN TAX | $314 | 314 |
Comments