THE EDNA MCCONNELL CLARK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE EDNA MCCONNELL CLARK FOUNDATION (EIN 23-7047034)
- Tax period
- 2021-10-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349104980
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Dissolution Stmt
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:51:37-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237047034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDNA MCCONNELL CLARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDNA | BusinessNameControlTxt |
| Phone | 2125519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVE 6TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY NEMOTO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2125519100 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAY | PersonFirstNm |
| Person Last | NEMOTO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | 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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,900,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,975,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,511,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,036,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,739,771 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,322,260 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,352,134 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$9,289,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,067,182 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,339 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,563 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $86,776 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $238,932 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $34,990 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $203,942 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,749 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,997 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,752 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57,532 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,125 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $50,407 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,824 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,176 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $728,843 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $478,579 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $250,264 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $37,329 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $373 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,956 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $162,113 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $162,113 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,291 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,422,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $547,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $866,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,638,566 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,638,566 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,061,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $547,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,504,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$304,350,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,519,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $933,061 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $217,273 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $95,800,302 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $179,104,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,778,089 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $321,832,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,362,153 | AccountsPayableBOYAmt |
| Grants Payable BOY | $14,647,950 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $46,620 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,056,723 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $305,776,101 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $305,776,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $321,832,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $305,776,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$304,350,647 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,425,454 | SubtotalAmt |
| Other Decreases | $1,425,454 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $498,036,440 | $512,548,424 | -$14,511,984 | -$14,511,984 | |
| ADAMS ST 2002 NON US | -$22,107 | -$22,107 | P | ||
| ADAMS ST 2002 US | -$39,891 | -$39,891 | P | ||
| ADAMS ST 2003 NON US | -$35,734 | -$35,734 | P | ||
| ADAMS ST 2003 US | $20,480 | $20,480 | P | ||
| ADAMS ST 2004 US | $138,611 | $138,611 | P | ||
| ADAMS ST 2004 NON US | -$68,136 | -$68,136 | P | ||
| ADAMS ST 2005 NON US | -$106,377 | -$106,377 | P | ||
| ADAMS ST 2005 US | $170,677 | $170,677 | P | ||
| ADAMS ST 2006 US | $430,128 | $430,128 | P | ||
| ADAMS ST 2006 NON US | -$127,884 | -$127,884 | P | ||
| ADAMS ST 2006 DIRECT | -$5,085 | -$5,085 | P | ||
| ADAMS ST 2007 DIRECT | -$4,257 | -$4,257 | P | ||
| ADAMS ST 2007 US | $598,303 | $598,303 | P | ||
| ADAMS ST 2007 NON US | $121,136 | $121,136 | P | ||
| ADAMS ST V LP | -$1,007 | -$1,007 | P | ||
| AMERICAN SECURITIES | $1,247 | $1,247 | P | ||
| BAUPOST VALUE PARTNERS | $270,897 | $270,897 | P | ||
| BRINSON 2000 | -$59,693 | -$59,693 | P | ||
| BRINSON 2001 | -$168,058 | -$168,058 | P | ||
| BRINSON PRIMARY 2002 | -$43,002 | -$43,002 | P | ||
| BRINSON 2002 2ND FUND | -$9,537 | -$9,537 | P | ||
| BRINSON 2003 | -$96,455 | -$96,455 | P | ||
| BRINSON 2003 2ND FUND | -$8,296 | -$8,296 | P | ||
| BRINSON 2004 | -$24,611 | -$24,611 | P | ||
| INVESTURE EVERGREEN | $21,779,603 | $21,779,603 | P | ||
| LBA REALTY | $799,507 | $799,507 | P | ||
| TIFF PARTNERS III | -$15,146 | -$15,146 | P | ||
| TIFF PARTNERS IV | -$1,127 | -$1,127 | P | ||
| VARDE FUND IX | -$18,763 | -$18,763 | P | ||
| VARDE FUND VIII | -$1,223,668 | -$1,223,668 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,739,771 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $174,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $174,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $311,288 | 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 | $311,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $137,268 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $137,268 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EMCF.ORG | WebsiteAddressTxt |
| Individual With Books | KAY NEMOTO | IndividualWithBooksNm |
| Phone | 2125519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVENUE 6TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY ROOB | ||||||||
| 477 MADISON AVENUE | NEW YORK | NY | 10022 | PRESIDENT & TRUSTEE | 5.00 | $57,091 | $3,393 | $0 |
| RALPH STEFANO | ||||||||
| 477 MADISON AVENUE | NEW YORK | NY | 10022 | CFO/ASST TREASURER/SECRETARY | 5.00 | $33,248 | $2,219 | $0 |
| MR H LAWRENCE CLARK | ||||||||
| 477 MADISON AVENUE | NEW YORK | NY | 10022 | CHAIR | 4.00 | $0 | $0 | $0 |
| MR JAMES M CLARK JR | ||||||||
| 477 MADISON AVENUE | NEW YORK | NY | 10022 | TRUSTEE, TREASURER | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT CO | |||||
| 430 W 7TH STREET STE 219024 | KANSAS CITY | MO | 64105 | INVESTMENT MANAGEMENT | $455,856 |
| ERIC BROWN BROWNBRIDGE STRATEGIES | |||||
| 87 MANCHESTER STREET | SAN FRANCISCO | CA | 94110 | CONSULTING | $140,000 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | GENERAL COUNSEL | $57,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EXPENSES FOR GRANTEE TECHNICAL ASSISTANCE IN THE AREAS OF PROGRAM MANAGEMENT, PROGRAM EVALUATION, AND COMMUNICATIONS ($3,605). | Description1Txt |
| Expenses1 | $3,605 | Expenses1Amt |
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 | $167,140,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,837,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,978,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,978,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,624,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,353,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,445,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,445,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174,020 | TotalTaxAmt |
| Distributable Before Adj | $6,271,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,271,478 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,271,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,504,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $294,504,767 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,271,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,334,246 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,505,978 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,058,600 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,177,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $396,823,795 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $670,899,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,504,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,271,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $288,233,289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $959,133,180 | 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 | $33,334,246 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $925,798,934 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,505,978 | ExcessFromYear4Amt |
| Excess From Year3 | $88,058,600 | ExcessFromYear3Amt |
| Excess From Year2 | $110,177,272 | ExcessFromYear2Amt |
| Excess From Year1 | $396,823,795 | ExcessFromYear1Amt |
| Excess From Current Year | $288,233,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | OFFICE OF COMMUNICATIONS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVENUE 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125519100 | RecipientPhoneNum |
| Form And Info And Materials | SEE INFORMATION ON THE FOUNDATION'S GRANT MAKING STRATEGY @ WWW.EMCF.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE EDNA MCCONNELL CLARK FOUNDATION IS A NONPROFIT FOUNDATION THAT MAKES GRANTS TO HELP BETTER THE LIVES OF PEOPLE IN LOW-INCOME COMMUNITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLUE MERIDIAN PARTNERS INC | ||||||
| 477 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | PC | GRANT PAYMENTS TO BMP FOR GENERAL OPERATIONS AND DISBURSEMENTS TO GRANTEES | $201,538,566 |
| BROOKLYN MUSEUM | ||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | PC | TO SUPPORT THE 2022 BROOKLYN ARTISTS BALL | $100,000 |
| CENTER FOR CREATIVE LEADERSHIP | ||||||
| 1 LEADERSHIP PLACE | GREENSBORO | NC | 27410 | PC | PROPELNEXT 2.0 | $8,500,000 |
| CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION | ||||||
| PO BOX 51 | TULSA | OK | 74101 | PF | TO SUPPORT HISTORICALLY BLACK COLLEGES AND UNIVERSITIES | $25,000,000 |
| HARLEM CHILDREN'S ZONE | ||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | PC | STRATEGIC PLAN SUPPORT | $30,000,000 |
| HARLEM CHILDREN'S ZONE | ||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | PC | TO SUPPORT ITS ONGOING WORK WITH DISADVANTAGED CHILDREN, YOUTH AND FAMILIES | $1,000,000 |
| NURSE FAMILY PARTNERSHIP | ||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | PC | TO SUPPORT SCALING PLAN | $2,500,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||
| 569 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | PC | TO SUPPORT TO EMCF LABORATORY RENOVATION FUND | $25,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,638,566 | 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 | $3,900,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,511,984 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED EXCISE TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,322,260 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$9,289,427 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$9,289,427 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US LLP | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $14,824 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,176 | DisbursementsCharitablePrpsAmt |
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 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE MERIDIAN PARTNERS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVE 6TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE BOARD HAS DETERMINED THAT IT IS ADVISABLE AND IN THE BEST INTERESTS OF THE EDNA MCCONNELL CLARK FOUNDATION (EMCF) TO DISSOLVE ITS CORPORATE EXISTENCE AND DISTRIBUTE ALL OF THE REMAINING ASSETS OF EMCF, AFTER PAYMENT OF EXPENDITURES AND SATISFACTION OF ANY DEBTS AND LIABILITIES, TO BLUE MERIDIAN PARTNERS, INC., (BMP) AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IN FURTHERANCE OF EMCF'S CHARITABLE PURPOSES (THE "DISSOLUTION").EMCF TERMINATED ITS STATUS UNDER CODE SECTION 507(B)(1)(A) AND FILED ITS DISSOLUTION DOCUMENTS WITH THE STATE OF DELAWARE. THE EFFECTIVE DATE OF DISSOLUTION WAS DECLARED ON JUNE 30, 2022. THE FINAL DISTRIBUTION OF ASSETS WAS MADE BEFORE SEPTEMBER 2022. THE FAIR MARKET VALUE OF ASSETS DISTRIBUTED TO BMP CONSISTED OF CASH OF $200,000,000 AND SECURITIES OF $1,538,566. | ShortExplanationTxt |
| Dissolution | $201,538,566 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION | |||||||||
| PO BOX 51 | TULSA | OK | 74121 | 2022-06-01 | $25,000,000 | TO SUPPORT THE FOUNDATIONS'S GRANTMAKING AND RELATED PROGRAMING IN SUPPORT OF HISTORICALLY BLACK COLLEGES AND UNIVERSITIES. | $0 | NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT | THE SCHUSTERMAN REPORTS ARE NOT DUE UNTIL JUNE OF 2023 |
| ENGAGE RD | |||||||||
| 556 S FAIR OAKS AVE STE 101 603 | PASADENA | CA | 91105 | 2019-09-20 | $115,000 | TO PROVIDE NEXT AND FINAL PHASE EVALUATION SUPPORT FOR THE PROPELNEXT NORTHERN CALIFORNIA COHORT, INCLUDING DATA COLLECTION, ANALYSIS, AND REPORTING. | $115,000 | NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT | 10/31/21, 11/16/21, 3/31/22 |
| LEARNING FOR ACTION | |||||||||
| 170 CAPP STREET SUITE C | SAN FRANCISCO | CA | 94110 | 2019-09-20 | $2,828,000 | TO CONDUCT THE MANAGEMENT OF THE PROPELNEXT PROGRAM IN ITS FINAL TWO YEARS, IMPLEMENTING ACTIVITIES AND SERVICES TO GRANTEES, INCLUDING ADMINISTRATIVE FUNCTIONS PREVIOUSLY CARRIED OUT BY THE PROPELNEXT PROGRAM TEAM. | $2,828,000 | NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT | 9/30/21, 10/30/21, 3/31/22 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 6/30/2022 PAYMENTS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART V, LINE 6A | FormAndLineReferenceDesc |
| Medium Explanation | THE ENDA MCCONNELL CLARK FOUNDATION (EMCF) FISCAL YEAR 9/30/2020 (FY20) FORM 990-PF WAS FILED AND ACCEPTED BY THE IRS ON 8/13/2021. EMCF FISCAL YEAR 9/30/2021 (FY21) FORM 990-PF WAS ALSO FILED AND ACCEPTED BY THE IRS ON 5/13/2022 (DISCLOSING AN OVERPAYMENT OF $228,288 ON PART VI, LINE 10 OF THE FORM 990-PF). EMCF RECEIVED A NOTICE FROM THE IRS DATED JUNE 6, 2022 INDICATING THE ORGANIZATION HAS A BALANCE DUE OF $78,936 INSTEAD OF AN OVERPAYMENT OF $228,288 AS DISCLOSED ON THE FILED FY21 FORM 990-PF. THE ORGANIZATION HAS REACHED OUT TO THE IRS TO DISCUSS THE NOTICE AND WAS INFORMED THAT THE BALANCE DUE ON THE FY21 FORM 990-PF WAS AS A RESULT OF THE IRS DISALLOWING THE FY20 OVERPAYMENT CREDITED TO FY21 ESTIMATE TAX. IT IS OUR UNDERSTANDING THAT THE REASON OF THE DISALLOWANCE IS DUE TO THE FACT THAT THE IRS HAS NOT YET PROCESSED THE FY20 FORM 990-PF WHICH HAS BEEN FILED AND ACCEPTED ON 8/13/2021.AFTER MULTIPLE COMMUNICATIONS WITH THE IRS TO EXPEDITE THE PROCESSING OF THE FY20 FORM 990-PF, THE ORGANIZATION WAS INFORMED ON MARCH 13, 2023 BY AGENT MS. EURESTI (AGENT ID: 1003375789) TO FILE AN AMENDED FY20 RETURN IN ORDER TO PUSH THE PROCESS FORWARD AND ULTIMATELY RESOLVE THE NOTICE ISSUE. THROUGHOUT THE COMMUNICATIONS WITH THE IRS, IT WAS DISCOVERED THE TOTAL PAYMENTS RECOGNIZED BY THE IRS FOR THE FY20 FILING PERIOD WERE $812,363 INSTEAD OF $729,363 AS ORIGINALLY REPORTED ON THE FY20 FORM 990-PF. THE ORGANIZATION HAD INADVERTENTLY LEFT OUT $83,000 OF QUARTERLY ESTIMATED PAYMENTS ON THE FY20 RETURN. BASED ON THE INFORMATION PROVIDED, EMCF IS FILING AN AMENDED FORM 990-PF FOR THE FY20 TAX PERIOD IN ORDER TO CARRYFORWARD THE RIGHT AMOUNT OF ESTIMATED TAX CREDIT TO FY21 AND TO ENSURE THE FY20 FILING IS ACCEPTED AND PROCESSED BY THE IRS. AS A RESULT OF THE ABOVE OVERPAYMENT ADJUSTMENTS ON THE AMENDED FY20 FORM 990-PF, EMCF IS ALSO AMENDED ITS FY21 FORM 990-PF TO REPORT THE CORRECT OVERPAYMENT FROM THE AMENDED FY20 FORM 990-PF AND TO CORRECT THE OVERPAYMENT AMOUNT ON FY21 FORM 990-PF TO CREDIT TOWARDS FY22 FORM 990-PF (2021 ESTIMATED TAX). THE FOLLOWING ARE THE CHANGES ON THE AMENDED FY21 FORM 990-PF: - FORM 990-PF, PART VI, LINE 6A IS UPDATED FROM $753,574 TO $836,574. PART VI, LINE 7 IS ALSO UPDATED TO $836,574. - FORM 990-PF, PART VI, LINE 10 IS ADJUSTED FROM $228,288 TO $311,288. - FORM 990-PF, PART VI, LINE 11 AMOUNT TO BE CREDITED TO 2021 ESTIMATED TAX IS UPDATED TO $311,288 AND $0 AMOUNT IS BEING REFUNDED. | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE BOARD HAS DETERMINED THAT IT IS ADVISABLE AND IN THE BEST INTERESTS OF THE EDNA MCCONNELL CLARK FOUNDATION (EMCF) TO DISSOLVE ITS CORPORATE EXISTENCE AND DISTRIBUTE ALL OF THE REMAINING ASSETS OF EMCF, AFTER PAYMENT OF EXPENDITURES AND SATISFACTION OF ANY DEBTS AND LIABILITIES, TO BLUE MERIDIAN PARTNERS, INC., (BMP) AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IN FURTHERANCE OF EMCF'S CHARITABLE PURPOSES (THE "DISSOLUTION"). | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON, BELKNAP, WEBB & TYLER | CategoryTxt |
| Legal Fees | $57,532 | LegalFeesAmt |
| Net Investment Income | $7,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,407 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,425,454 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MESSENGER & POSTAGE | $12 | $0 | $12 |
| GENERAL OFFICE | $2,025 | $1,291 | $734 |
| MISCELLANEOUS | $3,464 | $0 | $3,464 |
| DIRECT CHARITABLE ACTIVITY - GRANTEE TECHNICAL ASSISTANCE | $3,605 | $0 | $3,605 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (32 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADAMS ST 2002 NON US | -$270 | ||
| ADAMS ST 2002 US | $234 | ||
| ADAMS ST 2003 NON US | $23 | ||
| ADAMS ST 2003 US | -$40 | ||
| ADAMS ST 2004 US | $399 | ||
| ADAMS ST 2004 NON US | $132 | ||
| ADAMS ST 2005 NON US | -$1,455 | ||
| ADAMS ST 2005 US | $2,628 | ||
| ADAMS ST 2006 US | -$4,434 | ||
| ADAMS ST 2006 NON US | -$4,433 | ||
| ADAMS ST 2006 DIRECT | -$70 | ||
| ADAMS ST 2007 DIRECT | -$855 | ||
| ADAMS ST 2007 US | -$11,232 | ||
| ADAMS ST 2007 NON US | -$3,600 | ||
| ADAMS ST V LP | -$216 | ||
| AMERICAN SECURITIES | -$100 | ||
| BAUPOST VALUE PARTNERS | $15,425 | ||
| BRINSON 1999 | -$347 | ||
| BRINSON 2000 | -$1,211 | ||
| BRINSON 2001 | -$956 | ||
| BRINSON PRIMARY 2002 | -$1,063 | ||
| BRINSON 2002 2ND FUND | -$1,776 | ||
| BRINSON 2003 | -$4,400 | ||
| BRINSON 2003 2ND FUND | -$1,667 | ||
| BRINSON 2004 | -$1,828 | ||
| INVESTURE EVERGREEN | $1,381,749 | ||
| LBA REALTY | -$751 | ||
| TIFF PARTNERS III | -$1,081 | ||
| TIFF PARTNERS IV | -$1,199 | ||
| VARDE FUND IX | -$940 | ||
| VARDE FUND VIII | -$4,532 | ||
| FED EXCISE TAX REFUND | $0 | $1,322,260 | $1,322,260 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $19,819 | $0 |
| INTERCOMPANY PAYABLE TO BLUE MERIDIAN PARTNERS, INC. | $26,801 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $478,579 | $478,579 | $0 |
| STRATEGIC COMMUNICATION & BRANDING | $200,748 | $0 | $200,748 |
| IT CONSULTING FEES | $21,916 | $0 | $21,916 |
| PROGRAM RELATED | $27,600 | $0 | $27,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE UBIT TAXES | CategoryTxt |
| Amt | $8,711 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE MERIDIAN PARTNERS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVE 6TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815086187 | EIN |
| Desc | GRANT PAYMENTS TO BLUE MERIDIAN PARTNERS | Desc |
| Amt | $201,538,566 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,538,566 | TotalAmt |