MITSUBISHI ELECTRIC AMERICA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MITSUBISHI ELECTRIC AMERICA FOUNDATION (EIN 52-1700855)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2023-02-13
- IRS object ID
- 202300449349100720
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-13T13:21:53-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521700855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITSUBISHI ELECTRIC AMERICA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MITS | BusinessNameControlTxt |
| Phone | 7032768149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD SUITE 825 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KOICHI KAWABATA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7142202500 | PhoneNum |
| Signature | 2023-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KOICHI | PersonFirstNm |
| Person Last | KAWABATA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,997,867 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $472,321 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $591,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $591,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $433,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,550,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $433,197 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,496,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,024,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,219 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $177,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $79,547 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $78,381 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $124,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $112,841 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,567 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,639 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | -$2,147 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,742 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,742 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,453 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,453 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $448,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $292,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,423,623 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,423,623 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,872,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,716,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$375,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $905,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $198,948 | CashBOYAmt |
| Cash EOY | $233,328 | CashEOYAmt |
| Cash EOYFMV | $233,328 | CashEOYFMVAmt |
| Acct Rcvbl | $8,464 | AcctRcvblAmt |
| Acct Rcvbl BOY | $34,210 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,464 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,464 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $13,725 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,410,025 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,410,025 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,667,187 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,974,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,974,450 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,220,055 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $792,912 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $792,912 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,291,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,569,371 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,569,371 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,317 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,317 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,317 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,434,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,997,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,997,867 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $67,923 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $48,049 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $179,557 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $184,649 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $247,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $232,698 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Tot Net Ast Or Fund Balances BOY | $27,187,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,765,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,434,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,997,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,187,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$375,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,953,243 | OtherIncreasesAmt |
| Subtotal | $28,765,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,765,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,550,465 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,117,268 | CostOrOtherBasisAmt |
| Gain Or Loss | $433,197 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $433,197 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $433,197 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $433,197 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,778 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,778 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,197 | OverpaymentAmt |
| Applied To ES Tax | $15,197 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | VA | 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 | WWW.MEAF.ORG | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 7142202500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD SUITE 825 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (18 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 | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JARED BAKER | ||||||||||||
| 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| MICHAEL CORBO | ||||||||||||
| 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| CHRIS GERDES | ||||||||||||
| 4773 BETHANY ROAD | MASON | OH | 45040 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| BRIAN HEERY | ||||||||||||
| 530 KEYSTONE DRIVE | WARRENDALE | PA | 15086 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| MARK KUNTZ | ||||||||||||
| 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| MARIA O'LEARY | ||||||||||||
| 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | SECRETARY AND DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| MASAHIRO OYA | ||||||||||||
| 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | PRESIDENT AND DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| DENISE REDMOND | ||||||||||||
| 500 CORPORATE WOODS PARKWAY | VERNON HILLS | IL | 60061 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| JULIE RITENOUR | ||||||||||||
| 530 KEYSTONE DRIVE | WARRENDALE | PA | 15086 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| SCOTT SUMMERVILLE | ||||||||||||
| 500 CORPORATE WOODS PARKWAY | VERNON HILLS | IL | 60061 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| ASAKO UENO | ||||||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | 2-7-3 MARUNOUCHI CHIYODA-KU | TOKYO | JA | 100-8310 | ||||
| RICHARD WATERS | ||||||||||||
| 201 BROADWAY EIGHTH FLOOR | CAMBRIDGE | MA | 02139 | DIRECTOR | 0.50 | $0 | $0 | $0 | ||||
| KEI URUMA | ||||||||||||
| HONORARY DIRECTOR | 0.50 | $0 | $0 | $0 | 2-7-3 MARUNOUCHI CHIYODA-KU | TOKYO | JA | 100-8310 | ||||
| KOICHI KAWABATA | ||||||||||||
| 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | TREASURER | 1.00 | $0 | $0 | $0 | ||||
| YURI NAKAGAWA | ||||||||||||
| 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 | ||||
| PETER SALAVANTIS | ||||||||||||
| 1300 WILSON BOULEVARD SUITE 825 | ARLINGTON | VA | 22209 | ASSISTANT SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 | ||||
| HELAINE LOBMAN | ||||||||||||
| 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 | ||||
| KEVIN WEBB | ||||||||||||
| 1300 WILSON BOULEVARD SUITE 825 | ARLINGTON | VA | 22209 | SENIOR DIRECTOR | 40.00 | $180,219 | $0 | $0 | ||||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARA HAVLICEK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD SUITE 825 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 32.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $79,547 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY SMITH BARNEY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NEW YORK PLAZA 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $112,841 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $28,222,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,317 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,633,088 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,633,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $429,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,203,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,410,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,410,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,581 | TotalTaxAmt |
| Distributable Before Adj | $1,397,599 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,397,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,397,599 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,716,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,716,619 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,397,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,399 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,989 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $540,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,572 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $950,371 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,716,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,397,599 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $319,020 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,269,391 | 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 | $30,399 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,238,992 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,080 | ExcessFromYear4Amt |
| Excess From Year3 | $75,989 | ExcessFromYear3Amt |
| Excess From Year2 | $540,331 | ExcessFromYear2Amt |
| Excess From Year1 | $191,572 | ExcessFromYear1Amt |
| Excess From Current Year | $319,020 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEVIN WEBB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD SUITE 825 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7032768240 | RecipientPhoneNum |
| Recipient Email Address | WWW.MEAF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | CONCEPT PAPERS; FORM AND INFORMATION CAN BE FOUND AT WWW.MEAF.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NATIONAL GRANTS: JULY 15; MATCHING GRANTS: YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO PROGRAMS BENEFITING DISABLED YOUNG PEOPLE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (170 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 4 PAWS FOR ABILITY INC | |||||||
| 253 DAYTON AVENUE | XENIA | OH | 453852831 | PC | GENERAL SUPPORT | $2,170 | |
| A PLACE TO TURN INC | |||||||
| 99 HARTFORD STREET | NATICK | MA | 017602423 | PC | GENERAL SUPPORT | $320 | |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BOULEVARD SUITE | BALA CYNWYD | PA | 190041013 | PC | GENERAL SUPPORT | $2,600 | 203 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 606017652 | PC | GENERAL SUPPORT | $2,975 | |
| ALZHEIMERS DISEASE RESEARCH FOUNDATION | |||||||
| 34 WASHINGTON STREET SUITE 310 | WELLESLEY HILLS | MA | 024811903 | PC | GENERAL SUPPORT | $1,100 | |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN NURSERY SCHOOL | |||||||
| 2500 N NORTHERN AVENUE | WAUKEGAN | IL | 600873347 | PC | GENERAL SUPPORT | $200 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | PC | GENERAL SUPPORT | $105 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET FLOOR 29 | NEW YORK | NY | 100054009 | PC | GENERAL SUPPORT | $100 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 752315129 | PC | GENERAL SUPPORT | $1,678 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 200065310 | PC | GENERAL SUPPORT | $1,970 | |
| ANGELS AMONG US ANIMAL SHELTER | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | PC | GENERAL SUPPORT | $300 | |
| ANIMAL PAD | |||||||
| 1526 MYRTLE AVENUE | SAN DIEGO | CA | 921035119 | PC | GENERAL SUPPORT | $2,500 | |
| ANNADALE VILLAGE | |||||||
| 3500 ANNANDALE LANE | SUWANEE | GA | 300242150 | PC | GENERAL SUPPORT | $840 | |
| ASPIRITECH NFP | |||||||
| 939 CHICAGO AVENUE | EVANSTON | IL | 60202 | PC | GENERAL SUPPORT | $70,500 | |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 303440000 | PC | GENERAL SUPPORT | $500 | |
| BANNER HEALTH FOUNDATION | |||||||
| 2901 N CENTRAL AVENUE SUITE 160 | PHOENIX | AZ | 850122702 | PC | GENERAL SUPPORT | $50,000 | |
| BARKVILLE DOG RESCUE | |||||||
| 2274 UPPER SALEM CHURCH ROAD | JASPER | GA | 301438658 | PC | GENERAL SUPPORT | $240 | |
| BE THE MATCH FOUNDATION | |||||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 554011206 | PC | GENERAL SUPPORT | $100 | |
| BLESSINGS IN A BACKPACK INC | |||||||
| 4121 SHELBYVILLE ROAD | LOUISVILLE | KY | 402073205 | PC | GENERAL SUPPORT | $360 | |
| BLUE STAR RECYCLERS | |||||||
| 100 TALAMINE COURT | COLORADO SPRINGS | CO | 80907 | PC | GENERAL SUPPORT | $152,000 | |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | PC | GENERAL SUPPORT | $420 | |
| BOSTON CHILDREN'S MUSEUM | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 022101016 | PC | GENERAL SUPPORT | $1,250 | |
| BOYS & GIRLS CLUB OF ELGIN | |||||||
| 355 DUNDEE AVENUE | ELGIN | IL | 601203837 | PC | GENERAL SUPPORT | $10,000 | |
| BRIDGES FROM SCHOOL TO WORK | |||||||
| 10400 FERNWOOD ROAD | BETHESDA | MD | 20817 | PC | GENERAL SUPPORT | $50,000 | |
| BUFFALO TRACE CHILDRENS ADVOCACY CENTER INC | |||||||
| 224 LIMESTONE STREET | MAYSVILLE | KY | 410561246 | PC | GENERAL SUPPORT | $750 | |
| BUTLER TECH FOUNDATION | |||||||
| 3605 HAMILTON MIDDLETOWN ROAD | HAMILTON | OH | 45011 | PC | GENERAL SUPPORT | $35,000 | |
| CANCER FIGHTERS UNITED RESOURCE CENTER INC | |||||||
| 4209 US 62 | MAYSVILLE | KY | 410568527 | PC | GENERAL SUPPORT | $1,500 | |
| CANCER RESEARCH INSTITUTE INC | |||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 100063111 | PC | GENERAL SUPPORT | $1,000 | |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 024582530 | PC | GENERAL SUPPORT | $1,000 | |
| CASA PROGRAM FOR BRACKEN FLEMING AND MASON COUNTIES INC | |||||||
| PO BOX 226 | FLEMINGSBURG | KY | 410410226 | PC | GENERAL SUPPORT | $2,250 | |
| CATSNIP CARES FOUNDATION | |||||||
| 2710 SHILOH WAY | SNELLVILLE | GA | 30039 | PC | GENERAL SUPPORT | $480 | |
| CEREBRAL PALSY ALLIANCE RESEARCH FOUNDATION INC | |||||||
| 142 WEST 57TH STREET FLOOR 11 | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $3,209 | |
| CHATTAHOOCHEE RIVERKEEPERS | |||||||
| 916 JOSEPH LOWERY BOULEVARD | ATLANTA | GA | 303185280 | PC | GENERAL SUPPORT | $280 | |
| CHILDREN WITH HAIR LOSS INC | |||||||
| 12776 DIXIE HIGHWAY | S ROCKWOOD | MI | 481791001 | PC | GENERAL SUPPORT | $100 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | |||||||
| 4401 PENN AVENUE - CENTRAL PLANT | PITTSBURGH | PA | 15201 | PC | GENERAL SUPPORT | $50 | FLOOR 3 |
| CHROMOSOME 9P NETWORK | |||||||
| PO BOX 15484 | BATON ROUGE | LA | 708955484 | PC | GENERAL SUPPORT | $1,177 | |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE MLC 5030 | CINCINNATI | OH | 452293039 | PC | GENERAL SUPPORT | $60,000 | |
| COMMONWEALTH OF KENTUCKY | |||||||
| 1050 US HIGHWAY 127 SOUTH SUITE 100 | FRANKFORT | KY | 40601 | PC | GENERAL SUPPORT | $3,525 | |
| COMPREHEND INCORPORATED | |||||||
| 611 FORESTREET AVENUE | MAYSVILLE | KY | 410561411 | PC | GENERAL SUPPORT | $750 | |
| CONSERVATION LEGACY | |||||||
| 701 CAMINO DEL RIO SUITE 101 | DURANGO | CO | 813015597 | PC | GENERAL SUPPORT | $95,900 | |
| COOKE SCHOOL | |||||||
| 21200 TAFT ROAD | NORTHVILLE | MI | 48167 | PC | GENERAL SUPPORT | $13,052 | |
| CRAYONS TO COMPUTERS | |||||||
| 1350 TENNESSEE AVENUE | CINCINNATI | OH | 45229 | PC | GENERAL SUPPORT | $1,668 | |
| CURE SMA | |||||||
| FAMILIES OF SMA | ELK GROVE VILLAGE | IL | 600070000 | PC | GENERAL SUPPORT | $2,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 3481 OFFICE PARK DRIVE | DAYTON | OH | 45439 | PC | GENERAL SUPPORT | $3,125 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLIINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | PC | GENERAL SUPPORT | $130 | |
| DEPAUL SCHOOL FOR HEARING AND SPEECH | |||||||
| 6202 ALDER STREET | PITTSBURGH | PA | 15206 | PC | GENERAL SUPPORT | $12,185 | |
| DONORSCHOOSE ORG | |||||||
| 134 W 37TH STREET FLOOR 11 | NEW YORK | NY | 100186938 | PC | GENERAL SUPPORT | $100 | |
| DOWN SYNDROME ASSOCIATION | |||||||
| 644 LINN STREET SUITE 1128 | CINCINNATI | OH | 452031734 | PC | GENERAL SUPPORT | $2,000 | |
| DOWN SYNDROME ASSOCIATION OF PITTSBURGH | |||||||
| 139 E MAIN STREET UNIT 830 | CARNEGIE | PA | 151066609 | PC | GENERAL SUPPORT | $500 | |
| EASTER SEALS TRISTATE | |||||||
| 2901 GILBERT AVENUE | CINCINNATI | OH | 452061211 | PC | GENERAL SUPPORT | $4,977 | |
| ELS FOR AUTISM FOUNDATION | |||||||
| 18370 LIMESTONE CREEK ROAD | JUPITER | FL | 334583860 | PC | GENERAL SUPPORT | $50,000 | |
| EXCEPTIONAL MINDS | |||||||
| 14144 VENTURA BOULEVARD SUITE 100 | SHERMAN OAKS | CA | 91423 | PC | GENERAL SUPPORT | $35,000 | |
| FAMILY PROMISE | |||||||
| 205 SOUTH CULVER STREET | LAWRENCEVILLE | GA | 30046 | PC | GENERAL SUPPORT | $820 | |
| FAMILY PROMISE METROWEST | |||||||
| 6 MULLIGAN STREET | NATICK | MA | 017604606 | PC | GENERAL SUPPORT | $270 | |
| FEEDING AMERICA | |||||||
| 35 E WACKER DRIVE SUITE 2000 | CHICAGO | IL | 606012200 | PC | GENERAL SUPPORT | $10,537 | |
| FEEDING AMERICA KENTUCKYS HEARTLAND INC | |||||||
| PO BOX 821 | ELIZABETHTOWN | KY | 427020821 | PC | GENERAL SUPPORT | $3,750 | |
| FEEDING SOUTH FLORIDA INC | |||||||
| 2501 SW 32ND TER | PEMBROKE PARK | FL | 330237707 | PC | GENERAL SUPPORT | $250 | |
| FOLDS OF HONOR FOUNDATION | |||||||
| 8551 N 125TH EAST AVENUE SUITE 100 | OWASSO | OK | 740552292 | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF DISABLED ADULTS AND CHILDREN | |||||||
| 4900 LEWIS ROAD | STONE MTN | GA | 300831104 | PC | GENERAL SUPPORT | $520 | |
| GALLAUDET UNIVERSITY | |||||||
| 800 FLORIDA AVENUE NE | WASHINGTON | DC | 200023695 | PC | GENERAL SUPPORT | $35,000 | |
| GARDENS FOR GROWING | |||||||
| 37 N BARTON STREET | NORCROSS | GA | 300712031 | PC | GENERAL SUPPORT | $680 | |
| GARFIELD PARK CONSERVATORY ALLIANCE | |||||||
| 300 N CENTRAL PARK AVENUE | CHICAGO | IL | 606241945 | PC | GENERAL SUPPORT | $105 | |
| GIGI'S PLAYHOUSE | |||||||
| 549 AMSTERDAM AVENUE NE SUITE 1 | ATLANTA | GA | 303063472 | PC | GENERAL SUPPORT | $590 | |
| GIGIS PLAYHOUSE INC | |||||||
| 2350 W HIGGINS ROAD | HOFFMAN EST | IL | 601692413 | PC | GENERAL SUPPORT | $74,964 | |
| GIRLS ON THE RUN CHICAGO INC | |||||||
| 1415 N DAYTON STREET SUITE 112 | CHICAGO | IL | 606422600 | PC | GENERAL SUPPORT | $2,000 | |
| GIVE KIDS THE WORLD | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | PC | GENERAL SUPPORT | $750 | |
| GLEANERS COMMUNITY FOOD BANK INC | |||||||
| 2131 BEAUFAIT STREET | DETROIT | MI | 482073410 | PC | GENERAL SUPPORT | $2,550 | |
| GRATEFUL HEARTS STOREHOUSE INC | |||||||
| PO BOX 948 | LOS ALAMITOS | CA | 907200948 | PC | GENERAL SUPPORT | $740 | |
| GREATER CINCINNATI ADAPTED SPORTS CLUB | |||||||
| 890 KYLES LANE | COVINGTON | KY | 410178122 | PC | GENERAL SUPPORT | $2,000 | |
| GROWING TOGETHER AQUAPONICS INC | |||||||
| 111 ARROWHEAD DRIVE UNIT A | SLIPPERY ROCK | PA | 16057 | PC | GENERAL SUPPORT | $20,000 | |
| GWINNETT CLEAN AND BEAUTIFUL | |||||||
| 4300 SATELLITE BOULEVARD | DULUTH | GA | 300965068 | PC | GENERAL SUPPORT | $600 | |
| GWINNETT COUNTY PUBLIC LIBRARY | |||||||
| 1001 LAWRENCEVILLE HIGHWAY | LAWRENCEVILLE | GA | 300464707 | PC | GENERAL SUPPORT | $540 | |
| GWINNETT HABITAT FOR HUMANITY | |||||||
| PO BOX 646 | LAWRENCEVILLE | GA | 300460646 | PC | GENERAL SUPPORT | $120 | |
| HOLLY HILL CHILDREN'S HOME | |||||||
| 9599 SUMMER HILL ROAD | CALIFORNIA | KY | 410079055 | PC | GENERAL SUPPORT | $750 | |
| HOME OF THE SPARROW INC | |||||||
| 4209 W SHAMROCK LN UNIT B | MCHENRY | IL | 600508700 | PC | GENERAL SUPPORT | $125 | |
| HORSES WITH HOPE | |||||||
| 1054 VAL STREET | BETHEL PARK | PA | 151021930 | PC | GENERAL SUPPORT | $52 | |
| HUMBLE WARRIOR WELLNESS & YOGA | |||||||
| 196 ALPS ROAD SUITE 2-228 | ATHENS | GA | 30606 | PC | GENERAL SUPPORT | $1,260 | |
| HUNTINGTON BEACH TREE SOCIETY | |||||||
| PO BOX 1269 | SUNSET BEACH | CA | 90742 | PC | GENERAL SUPPORT | $1,280 | |
| INTERNATIONAL MYELOMA FOUNDATION | |||||||
| 12650 RIVERSIDE DRIVE SUITE 206 | N HOLLYWOOD | CA | 916073466 | PC | GENERAL SUPPORT | $200 | |
| ISLANDS OF BRILLIANCE | |||||||
| PO BOX 774 | MILWAUKEE | WI | 53201 | PC | GENERAL SUPPORT | $10,000 | |
| JAGP - PITTSBURGH SAKURA PROJECT | |||||||
| 2032 MURRAY AVENUE | PITTSBURGH | PA | 152172104 | PC | GENERAL SUPPORT | $1,500 | |
| JAMIES DREAM TEAM | |||||||
| 2023 CYPRESS DRIVE | MCKEESPORT | PA | 15132 | PC | GENERAL SUPPORT | $1,000 | |
| JDRF INTERNATIONAL | |||||||
| 200 VESSEY STREET 28 FLOOR | NEW YORK | NY | 10281 | PC | GENERAL SUPPORT | $1,500 | |
| JOSHUA'S PLACE | |||||||
| PO BOX 270 | KINGS MILLS | OH | 450340270 | PC | GENERAL SUPPORT | $750 | |
| JOURNEY SCHOOL | |||||||
| 27102 FOXBOROUGH | ALISO VIEJO | CA | 92656 | PC | GENERAL SUPPORT | $2,000 | |
| JULIAS BUTTERFLY FOUNDATION | |||||||
| 5 SICOMAC ROAD | HALEDON | NJ | 075082972 | PC | GENERAL SUPPORT | $100 | |
| KIDS IN NEED FOUNDATION | |||||||
| 2719 PATTON ROAD | ROSEVILLE | MN | 551131139 | PC | GENERAL SUPPORT | $60 | |
| LAKE COUNTY CRISIS CENTER | |||||||
| 2710 17TH STREET | ZION | IL | 600991543 | PC | GENERAL SUPPORT | $1,175 | |
| LAKE COUNTY HAVEN | |||||||
| PO BOX 127 | LIBERTYVILLE | IL | 600480127 | PC | GENERAL SUPPORT | $125 | |
| LAWRENCEVILLE CO OP | |||||||
| PO BOX 1328 | LAWRENCEVILLE | GA | 300461328 | PC | GENERAL SUPPORT | $100 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| NATIONAL CAPITAL AREA CHAPTER 3601 | ALEXANDRIA | VA | 22304 | PC | GENERAL SUPPORT | $1,150 | EISENHOWER AVENUE SUITE 450 |
| LEUKEMIALYMPHOMA SOCIETY OF SW PA | |||||||
| PO BOX 22488 | NEW YORK | NY | 100872488 | PC | GENERAL SUPPORT | $1,000 | |
| LIFE'SWORK OF WESTERN PA | |||||||
| 1323 FORBES AVENUE | PITTSBURGH | PA | 15219 | PC | GENERAL SUPPORT | $4,000 | |
| LIONFISH CENTRAL | |||||||
| 41 PATTERSON AVENUE | OSPREY | FL | 34229 | PC | GENERAL SUPPORT | $240 | |
| LOCAL CIRCLES | |||||||
| 1523 SEYBURN STREET | DETROIT | MI | 482144215 | PC | GENERAL SUPPORT | $600 | |
| MAINEHEALTH | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041023134 | PC | GENERAL SUPPORT | $100 | |
| MAKE-A-WISH FOUNDATION OF ORANGE COUNTY | |||||||
| 3230 EL CAMINO REAL SUITE 100 | IRVINE | CA | 926021389 | PC | GENERAL SUPPORT | $1,000 | |
| MARCH OF DIMES INC | |||||||
| 1550 CRYSTAL DRIVE SUITE 1300 | ARLINGTON | VA | 222024144 | PC | GENERAL SUPPORT | $1,253 | |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | GENERAL SUPPORT | $768 | |
| MARS HOME FOR YOUTH | |||||||
| PO BOX 867 | MARS | PA | 160460867 | PC | GENERAL SUPPORT | $3,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 21140 | PC | GENERAL SUPPORT | $200 | |
| MINNESOTA DIVERSIFIED INDUSTRIES INC | |||||||
| 3501 BROADWAY STREET NE | MINNEAPOLIS | MN | 554131729 | PC | GENERAL SUPPORT | $20,000 | |
| MIRACLE LEAGUE OF PLYMOUTH | |||||||
| 40200 PINETREE DRIVE | PLYMOUTH | MI | 481704513 | PC | GENERAL SUPPORT | $4,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 7975 N HAYDEN ROAD SUITE C-370 | SCOTTSDALE | AZ | 85258 | PC | GENERAL SUPPORT | $1,000 | |
| NAMI NATIONAL | |||||||
| 4301 WILSON BOULEVARD SUITE 300 | ARLINGTON | VA | 222031867 | PC | GENERAL SUPPORT | $740 | |
| NATIONAL COUNCIL ON INDEPENDENT LIVING | |||||||
| 2013 H STREET NW 6TH FLOOR | WASHINGTON DC | DC | 20006 | PC | GENERAL SUPPORT | $2,500 | |
| NATIONAL INDUSTRIES OF THE BLIND | |||||||
| 3000 POTOMAC AVENUE | ALEXANDRIA | VA | 223053084 | PC | GENERAL SUPPORT | $47,600 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1440 FOOTHILL BOULEVARD SUITE 200 | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $141 | |
| NEW ENGLAND DISABLED SPORTS | |||||||
| PO BOX 26 | LINCOLN | NH | 032510026 | PC | GENERAL SUPPORT | $500 | |
| NORTH HILLS COMMUNITY OUTREACH | |||||||
| 1975 FERGUSON ROAD | ALLISON PARK | PA | 151013205 | PC | GENERAL SUPPORT | $1,000 | |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 601343587 | PC | GENERAL SUPPORT | $1,150 | |
| NORTHERN SUBURBAN SPECIAL EDUCATION DISTRICT | |||||||
| 760 RED OAK LANE | HIGHLAND PARK | IL | 60093 | PC | GENERAL SUPPORT | $1,000 | |
| NORTHWEST SUBURBAN SPECIAL EDUCATION ORGANIZATION | |||||||
| 7N749 ROUTE 59 | BARTLETT | IL | 60103 | PC | GENERAL SUPPORT | $2,560 | |
| NUTS BOLTS & THINGAMAJIGS | |||||||
| 2135 POINT BOULEVARD | ELGIN | IL | 601237956 | PC | GENERAL SUPPORT | $72,000 | |
| OHIO VALLEY VOICES | |||||||
| 6642 BRANCH HILL GUINEA PIKE | LOVELAND | OH | 451409141 | PC | GENERAL SUPPORT | $6,000 | |
| OPERATION SAVE THE LOST | |||||||
| 462 DEWEY STREET | DELPHOS | OH | 458332103 | PC | GENERAL SUPPORT | $2,000 | |
| OPERATION UNDERGROUND RAILROAD INC | |||||||
| 5727 N 1700 W | CEDAR CITY | UT | 847217129 | PC | GENERAL SUPPORT | $250 | |
| OTTERBEIN UNIVERSITY | |||||||
| 1 S GROVE STREET | WESTERVILLE | OH | 430812004 | PC | GENERAL SUPPORT | $185 | |
| PANCREATIC CANCER ACTION NETWORK INC | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BCH | CA | 902663721 | PC | GENERAL SUPPORT | $1,000 | |
| PARENTS IN TOTO | |||||||
| 143 S MAIN STREET | ZELIENOPLE | PA | 160631149 | PC | GENERAL SUPPORT | $2,000 | |
| PARKINSONS FOUNDATION INC | |||||||
| 1359 BROADWAY RM 1509 | NEW YORK | NY | 100187867 | PC | GENERAL SUPPORT | $50 | |
| PARTNERS FOR YOUTH WITH DISABILITIES INC | |||||||
| 5 MIDDLESEX AVENUE SUITE 307 | SOMERVILLE | MA | 21450 | PC | GENERAL SUPPORT | $76,500 | |
| PEDIATRIC BRAIN TUMOR FOUNDATION | |||||||
| 302 RIDGEFIELD CT | ASHEVILLE | NC | 288062315 | PC | GENERAL SUPPORT | $250 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | PC | GENERAL SUPPORT | $35,000 | |
| PINK RIBBON GIRLS INC | |||||||
| 15 S 2ND STREET | TIPP CITY | OH | 453711710 | PC | GENERAL SUPPORT | $250 | |
| PIPPI'S PLACE PET RESCUE | |||||||
| 1290 KELLY NELSON DRIVE | LAWRENCEVILLE | GA | 300437211 | PC | GENERAL SUPPORT | $880 | |
| PLANNED PETHOOD OF GEROGIA | |||||||
| 2860 BUFORD HIGHWAY BUILDING F NO | DULUTH | GA | 300963401 | PC | GENERAL SUPPORT | $1,120 | |
| PLATELET DISORDER SUPPORT ASSOCIATION INC | |||||||
| 8751 BRECKSVILLE ROAD | BRECKSVILLE | OH | 441411949 | PC | GENERAL SUPPORT | $50 | |
| POSITIVE PASSTIME | |||||||
| 5478 AUCILLA CREEK LANE | STONE MTN | GA | 300873749 | PC | GENERAL SUPPORT | $1,190 | |
| REDFORD UNION ORAL PROGRAM FOR CHILDREN WITH HEARING IMPAIRMENTS | |||||||
| 18499 BEECHE DALY ROAD | REDFORD | MI | 48240 | PC | GENERAL SUPPORT | $13,052 | |
| ROSIES PLACE | |||||||
| 889 HARRISON AVENUE | BOSON | MA | 021184004 | PC | GENERAL SUPPORT | $500 | |
| SAGE SCHOOL | |||||||
| 800 SATELLITE BOULEVARD NW | SUWANEE | GA | 300242878 | PC | GENERAL SUPPORT | $480 | |
| SCIENCE BUDDIES | |||||||
| 560 VALLEY WAY | MILPITAS | CA | 950354106 | PC | GENERAL SUPPORT | $75,000 | |
| SCIENCE CLUB FOR GIRLS INC | |||||||
| 136 MAGAZINE STREET | CAMBRIDGE | MA | 021394702 | PC | GENERAL SUPPORT | $1,250 | |
| SCO FAMILY OF SERVICES | |||||||
| 1 ALEXANDER PL | GLEN COVE | NY | 115423745 | PC | GENERAL SUPPORT | $500 | |
| SHRINERS' TRANSPORTATION FUND | |||||||
| 1705 DOWNING DRIVE | MAYSVILLE | KY | 41056 | PC | GENERAL SUPPORT | $1,000 | |
| SPECIAL LEISURE SERVICES FOUNDATION | |||||||
| 3000 CENTRAL ROAD SUITE 205 | ROLLING MDWS | IL | 600082551 | PC | GENERAL SUPPORT | $2,000 | |
| SPECIAL NEEDS SCHOOL | |||||||
| 660 DAVIS ROAD | LAWRENCEVILLE | GA | 300466127 | PC | GENERAL SUPPORT | $900 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200360000 | PC | GENERAL SUPPORT | $2,000 | |
| SPECIAL OLYMPICS PENNSYLVANIA INC | |||||||
| 2570 BOULEVARD OF THE GENERALS 124 | NORRISTOWN | PA | 194033675 | PC | GENERAL SUPPORT | $1,000 | |
| SPECIAL RECREATION ASSOCIATION OF CENTRAL LAKE COUNTY | |||||||
| 271 N ARCHER AVENUE | MUNDELEIN | IL | 60060 | PC | GENERAL SUPPORT | $2,000 | |
| SPECTRUM | |||||||
| 5167 BELMORE CT | SUWANEE | GA | 300244185 | PC | GENERAL SUPPORT | $400 | |
| SPEECH AND LANGUAGE DEVELOPMENT CENTER | |||||||
| 8699 HOLDER STREET | BUENA PARK | CA | 906203614 | PC | GENERAL SUPPORT | $415 | |
| SPORTSMENS TENNIS AND ENRICHMENT CENTER | |||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 021242953 | PC | GENERAL SUPPORT | $500 | |
| SPRINKLES OF HOPE INC | |||||||
| 118 CORLIS AVENUE | BROOKSVILLE | KY | 410048106 | PC | GENERAL SUPPORT | $3,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 STREET JUDE PLACE | MEMPHIS | TN | 381053678 | PC | GENERAL SUPPORT | $5,185 | |
| STACHESTRONG INC | |||||||
| 511 CASTREETLEMAN ROAD | VESTAL | NY | 138506141 | PC | GENERAL SUPPORT | $105 | |
| STEPPING STONES | |||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 452433426 | PC | GENERAL SUPPORT | $2,340 | |
| SUPPLEMENTARY ASSISTANCE TO THE HANDICAPPED SATH INC | |||||||
| 5350 W NEW MARKET ROAD | HILLSBORO | OH | 451337722 | PC | GENERAL SUPPORT | $2,000 | |
| TACT | |||||||
| 2733 W 8TH AVENUE | DENVER | CO | 802043707 | PC | GENERAL SUPPORT | $10,000 | |
| THE AUTISM SOCIETY OF HAWAII | |||||||
| PO BOX 179411 | HONOLULU | HI | 968178411 | PC | GENERAL SUPPORT | $1,140 | |
| THE CHILDREN'S CENTER OF WAYNE COUNTY | |||||||
| 79 W ALEXANDRINE STREET | DETROIT | MI | 482012015 | PC | GENERAL SUPPORT | $2,500 | |
| THE EARLY LEARNING INSTITUTE | |||||||
| 2510 BALDWICK ROAD | PITTSBURGH | PA | 152054104 | PC | GENERAL SUPPORT | $2,500 | |
| THE FOOD BANK OF NORTHERN NEVADA INC | |||||||
| 550 ITALY DRIVE | SPARKS | NV | 894375400 | PC | GENERAL SUPPORT | $500 | |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 S BAY AVENUE | BOSTON | MA | 021182704 | PC | GENERAL SUPPORT | $2,492 | |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 068511586 | PC | GENERAL SUPPORT | $400 | |
| THE SEDOL FOUNDATION | |||||||
| 18160 W GAGES LAKE ROAD | GAGES LAKE | IL | 600301819 | PC | GENERAL SUPPORT | $1,000 | |
| THE UNIQUELY ABLED PROJECT | |||||||
| 4804 LAUREL CANYON BOULEVARD SUITE | VALLEY VILLAGE | CA | 916073717 | PC | GENERAL SUPPORT | $60,000 | 804 |
| THE WOODLANDS FOUNDATION | |||||||
| 134 SHENOT ROAD | WEXFORD | PA | 150907455 | PC | GENERAL SUPPORT | $1,000 | |
| TOM BROWNING BOYS AND GIRLS CLUB | |||||||
| 241 E MAPLE LEAF ROAD | MAYSVILLE | KY | 410569332 | PC | GENERAL SUPPORT | $750 | |
| TONYS TREEHOUSE | |||||||
| 3615 TILLMONT WAY | SANTA ROSA | CA | 954030128 | PC | GENERAL SUPPORT | $750 | |
| TRINITY STABLES HORSES HEATLING HEARTS INC | |||||||
| 1736B SEVER ROAD | LAWRENCEVILLE | GA | 300434111 | PC | GENERAL SUPPORT | $900 | |
| UNITED STATES ADAPTIVE RECREATION CENTER | |||||||
| PO BOX 2897 | BIG BEAR LAKE | CA | 923152897 | PC | GENERAL SUPPORT | $3,000 | |
| WARRIOR DOG FOUNDATION | |||||||
| 5930 ROYAL LANE SUITE E 355 | DALLAS | TX | 752303849 | PC | GENERAL SUPPORT | $3,000 | |
| WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT | |||||||
| 322 CEDARWOOD HALL | VALHALLA | NY | 10595 | PC | GENERAL SUPPORT | $50,000 | |
| WESTERN PA SCHOOL FOR THE BLIND | |||||||
| 201 N BELLEFIELD AVENUE | PITTSBURGH | PA | 152131458 | PC | GENERAL SUPPORT | $1,000 | |
| WESTERN PA SCHOOL FOR THE DEAF | |||||||
| 300 E SWISSVALE AVENUE | PITTSBURGH | PA | 152181443 | PC | GENERAL SUPPORT | $1,000 | |
| WOMEN'S CRISIS CENTER INC | |||||||
| 835 MADISON AVENUE | COVINGTON | KY | 410112413 | PC | GENERAL SUPPORT | $3,750 | |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 655 NEW YORK AVENUE NW 6TH FLOOR | WASHINGTON | DC | 200015554 | PC | GENERAL SUPPORT | $1,388 | |
| YES YOU CAN DANCE | |||||||
| 666 WASHINGTON ROAD SUITE 201 | MT LEBANON | PA | 15228 | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,423,623 | 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 | $591,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $433,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,024,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,024,580 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MITSUBISHI ELECTRIC US INC | ||||||
| 1 | 5900-A KATELLA AVENUE | CYPRESS | CA | 90630 | $150,000 | Yes (X) |
| MITSUBISHI ELECTRIC AUTOMATION INC | ||||||
| 2 | 500 CORPORATE WOODS PARKWAY | VERNON HILLS | IL | 60061 | $88,021 | Yes (X) |
| MITSUBISHI ELECTRIC AUTOMOTIVE AMERICA INC | ||||||
| 3 | 4773 BETHANY ROAD | MASON | OH | 45040 | $50,000 | Yes (X) |
| MITSUBISHI ELECTRIC POWER PRODUCTS INC | ||||||
| 4 | 530 KEYSTONE DRIVE | WARRENDALE | PA | 15086 | $168,000 | Yes (X) |
| MITSUBISHI ELECTRIC RESEARCH LABORATORIES | ||||||
| 5 | 201 BROADWAY 8TH FLOOR | CAMBRIDGE | MA | 02139 | $16,300 | Yes (X) |
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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $792,912 | EOYBookValueAmt |
| EOYFMV | $792,912 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $20,974,450 | EOYBookValueAmt |
| EOYFMV | $20,974,450 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,410,025 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,410,025 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUND | AT COST | $2,333,816 | $2,333,816 |
| EXCHANGE TRADED FUNDS | AT COST | $2,037,334 | $2,037,334 |
| OTHER MUTUAL FUNDS | AT COST | $1,198,221 | $1,198,221 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $7,160 | $7,160 | $7,160 |
| PREPAID EXPENSE | $2,157 | $2,157 | $2,157 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WORKSHOP EXPENSES | $2,834 | $0 | $0 | $2,834 |
| OFFICE EXPENSES | $6,637 | $0 | $0 | $6,637 |
| MISCELLANEOUS EXPENSES | $4,126 | $0 | $0 | $9,449 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $1,953,243 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $16,993 | -$5,198 |
| DEFERRED TAX LIABILITY | $162,564 | $189,847 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES | $12,000 | $0 | $0 | $12,000 |
| INVESTMENT MANAGEMENT FEES | $112,841 | $112,841 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $6,639 | $6,639 | $0 | $0 |
| EXCISE TAX EXPENSE | $39,928 | $0 | $0 | $0 |