NATHANIEL A MESNIKOFF FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NATHANIEL A MESNIKOFF FOUNDATION INC (EIN 23-7450437)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202611279349101616
- Schema version
- 2025v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T10:07:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237450437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESNIKOFF FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ANN R MESNIKOFF-CRYSTAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MESN | BusinessNameControlTxt |
| Phone | 2023758296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 A STREET NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN MESNIKOFF-CRYSTAL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2023758296 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER KUTNER | PreparerPersonNm |
| PTIN | P00446949 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,392,158 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $186,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $729,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,984 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,666 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,079 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $294,686 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $489,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $906,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,385,079 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $832,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $913,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,392,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $832,464 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $913,446 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $832,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $913,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $832,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $913,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $832,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $913,446 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $913,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AT MID CAP EQUITY INSTITUTIONAL | 2024-01-02 | 2025-03-14 | $19,985 | $17,456 | $2,529 | $2,529 | |
| NEUBURGER BERMAN EQUITY INCOME | 2024-01-02 | 2025-03-14 | $93,468 | $73,869 | $19,599 | $19,599 | |
| PIMCO INVST GRADE CREDIT BOND FUND | 2024-01-02 | 2025-03-14 | $289,928 | $297,426 | -$7,498 | -$7,498 | |
| VANGUARD SMALL CAP INDEX ADMIRAL | 2024-01-02 | 2025-03-14 | $65,856 | $61,914 | $3,942 | $3,942 | |
| AT DISCIPLINED EQUITY INSTITUTIONAL | 2024-01-02 | 2025-04-24 | $39,985 | $33,458 | $6,527 | $6,527 | |
| AT DISCIPLINED EQUITY INSTITUTIONAL | 2024-01-02 | 2025-12-17 | $79,985 | $23,673 | $56,312 | $56,312 | |
| AT MID CAP EQUITY INSTITUTIONAL | 2024-01-02 | 2025-12-17 | $9,985 | $5,360 | $4,625 | $4,625 | |
| VANGUARD INTERMED TERM INVST GR ADMINAL | 2024-01-02 | 2025-12-17 | $29,985 | $29,373 | $612 | $612 | |
| CAPITAL GAINS DIVIDENDS | $100,336 | $100,336 | $100,336 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,984 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,143 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,143 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $1,730 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN R MESNIKOFF-CRYSTAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023758296 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 A STREET NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOEL MESNIKOFF | ||||||||
| 813 A STREET NE | WASHINGTON | DC | 20002 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| RACHEL MESNIKOFF GUGGENHEIM | ||||||||
| 813 A STREET NE | WASHINGTON | DC | 20002 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEVEN GUGGENHEIM | ||||||||
| 813 A STREET NE | WASHINGTON | DC | 20002 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ANN MESNIKOFF CRYSTAL | ||||||||
| 813 A STREET NE | WASHINGTON | DC | 20002 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| HOWARD CRYSTAL | ||||||||
| 813 A STREET NE | WASHINGTON | DC | 20002 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL AND ENVIRONMENTAL CAUSES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,403,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,446,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,446,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,424,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,869 | TotalTaxAmt |
| Distributable Before Adj | $68,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $16,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,638 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,636 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $156,274 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,274 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,630 | ExcessFromYear3Amt |
| Excess From Year2 | $50,161 | ExcessFromYear2Amt |
| Excess From Year1 | $32,847 | ExcessFromYear1Amt |
| Excess From Current Year | $56,636 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR COMMUNITY ALTERNATIVES | |||||||
| 341 W 24TH ST APT 21C | NEW YORK | NY | 10011 | NONE | PC | EDUCATIONAL | $4,000 |
| ALAMEDA COUNTY COMMUNITY FOODBANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PC | EDUCATIONAL | $15,000 |
| CAPITOL AREA FOOD BANK | |||||||
| 645 TAYLOR STREET NE | WASHINGTON | DC | 20017 | NONE | PC | EDUCATIONAL | $15,000 |
| CAPITOL HILL COMMUNITY FOUNDATION | |||||||
| 419 EAST CAPITOL STREET | WASHINGTON | DC | 20003 | NONE | PC | EDUCATIONAL | $3,500 |
| DEMOCRACY FORWARD | |||||||
| PO BOX 34553 | WASHINGTON | DC | 20043 | NONE | PC | EDUCATIONAL | $3,000 |
| DISABILITY RIGHTS INTERNATIONAL | |||||||
| 1825 K ST NW 600 | WASHINGTON | DC | 20006 | NONE | PC | EDUCATIONAL | $3,000 |
| EAST BAY SPCA | |||||||
| 8323 BALDWIN STREET | OAKLAND | CA | 94621 | NONE | PC | EDUCATIONAL | $6,000 |
| FRIENDS OF OAKLAND ANIMAL SERVICES | |||||||
| PO BOX 3132 | OAKLAND | CA | 94609 | NONE | PC | EDUCATIONAL | $1,500 |
| GOOD NEIGHBORS CAPITAL HILL | |||||||
| 212 EAST CAPITAL STREET NE | WASHINGTON | DC | 20003 | NONE | PC | EDUCATIONAL | $6,000 |
| HEBREW IMMIGRATION AID SOCIETY | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | EDUCATIONAL | $12,000 |
| HUMANE RESCUE ALLIANCE | |||||||
| 7319 GEORGIA AVENUE NW | WASHINGTON | DC | 20012 | NONE | PC | EDUCATIONAL | $6,000 |
| KIDS CONNECTION HAITI | |||||||
| 1372 S CAROLINA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | EDUCATIONAL | $3,000 |
| KIDS OF KATMANDU | |||||||
| 184 KENT AVE A-202 | BROOKLYN | NY | 11249 | NONE | PC | EDUCATIONAL | $4,000 |
| LAKE MERRITT INSTITUTE | |||||||
| 568 BELLEVUE AVENUE | OAKLAND | CA | 94610 | NONE | PC | EDUCATIONAL | $3,000 |
| MAZON | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | NONE | PC | EDUCATIONAL | $15,000 |
| OPEN MEDICINE FOUNDATION - HARVARD RESEARCH | |||||||
| 29302 LARO DRIVE | AGOURA HILLS | CA | 91301 | NONE | PC | EDUCATIONAL | $13,000 |
| OXFAM AMERICA (YEMEN AND REFUGEE CRISIS) | |||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | NONE | PC | EDUCATIONAL | $10,000 |
| RURAL DOG RESCUE | |||||||
| 105 PARKS ROAD | CHESTER | MD | 21619 | NONE | PC | EDUCATIONAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,039 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3&4 | THE INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S |
| 7&8 | EDUCATIONAL AND ENVIRONMENTAL PROTECTION GOALS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $856,318 | $1,334,195 |
| EXCHANGE TRADED FUNDS | FMV | $50,049 | $50,884 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $5,666 | $5,666 | $0 |
| REGISTRATION FEES | $250 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $141 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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