FRED EBB FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRED EBB FOUNDATION (EIN 20-2184998)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202001979349101245
- Schema version
- 2019v5.0
- 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
- General Explanation Attachment
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T09:51:18-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 146088896 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bernard L Dikman CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W 20th St Suite 703 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100113717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202184998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED EBB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 2127274469 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WEST 20TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL BERNARD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2129294299 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bernard L Dikman CPA | PreparerPersonNm |
| PTIN | P00647323 | PTIN |
| Phone | 2129294299 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $191,757 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $191,757 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $191,757 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $450,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $450,467 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $450,467 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $681,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,843,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $681,386 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $273,100 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,510,013 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,510,013 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,510,013 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,833,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,833,623 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,425,337 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $35,810 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $35,810 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $35,810 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,810 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,935 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $21,935 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $112,266 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $112,266 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,266 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,225 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $29,225 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $29,225 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94,292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,292 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $94,292 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $94,292 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $293,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $293,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $293,528 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $293,528 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,420,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,420,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,713,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $293,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $293,528 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,713,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,120,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,540,095 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,131,809 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,483 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $592 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $30,570,329 | CorporateStockBOYAmt |
| Other Investments BOY | $82,588 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $11,886,974 | OtherAssetsBOYAmt |
| Total Assets BOY | $42,546,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $42,546,966 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,546,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,546,966 | 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 | $42,546,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,120,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,596,321 | OtherIncreasesAmt |
| Subtotal | $50,263,382 | SubtotalAmt |
| Other Decreases | $50,263,382 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON STATEMENT | P | 2019-01-01 | 2019-01-01 | $2,322,817 | $2,049,717 | $273,100 | $273,100 |
| BNY MELLON STATEMENT | P | 2001-01-01 | 2019-01-01 | $3,520,665 | $3,112,379 | $408,286 | $408,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $681,386 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $273,100 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,468,598 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,672,442 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05653 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,195,477 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,904,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05502 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,964,566 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,941,274 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05466 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,914,964 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,831,750 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05498 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,915,273 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,716,279 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05681 | DistributionYr5Rt |
| Total Distribution | 0.277987 | TotalDistributionRt |
| Average Distribution | 0.055597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,679,455 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,650,835 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,686,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,713,528 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $35,401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,401 | SubtotalAmt |
| Tax Based On Investment Income | $35,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,701 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $127,701 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $92,300 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $92,300 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD L DIKMAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129294299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST 20th STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL BERNARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 WEST 88TH STREET 9B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2034 | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORS | ServiceTypeTxt |
| Compensation | $112,266 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAKES DISTRIBUTIONS TO BROADWAY CARES / EQUITY FIGHTS AIDS INC. ONE OF THE PURPOSES OF THE FOUNDATION IS TO PROVIDE FINANCIAL ASSISTANCE TO THIS ORGANIZATION. DISTRIBUTIONS WILL BE MADE IN ORDER TO SATISFY THE REQUIREMENTS OF IRC SECTION 4942. IN ADDITION, THE TRUSTEE MAY MAKE DISTRIBUTIONS IN EXCESS OF THOSE REQUIRED BY SECTION 4942 FROM TIME TO TIME. | Description1Txt |
| Expenses1 | $2,300,000 | Expenses1Amt |
| Description2 | THE FOUNDATION WILL PROVIDE AN ANNUAL AWARD OF $60,000 TO ONE OR MORE PERSONS WORKING IN THE FIELD OF MUSICAL THEATRE AS COMPOSERS OR LYRICISTS WHO MAY NOT HAVE ACHIEVED COMMERCIAL SUCCESS. THE ANNUAL AWARD WILL RECOGNIZE MERIT AND EXCELLENCE. THE ANNUAL AWARD IS NOT FOR TRAVEL, STUDY OR SIMILAR ACTIVITIES WITHIN THE MEANING OF IRC SECTION 4945(d)(3) NOR IS THE AWARD CONDITIONED UPON FUTURE ACTIVITIES. | Description2Txt |
| Expenses2 | $120,000 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,093,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,044,101 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,405,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $48,405,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $726,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,679,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,383,973 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,713,528 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,713,528 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35,401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,678,127 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2005-05-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,383,973 | CurrentYearAmt |
| Year1 | $2,183,622 | Year1Amt |
| Year2 | $1,995,243 | Year2Amt |
| Year3 | $1,797,064 | Year3Amt |
| Total | $8,359,902 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,026,377 | CurrentYearAmt |
| Year1 | $1,856,079 | Year1Amt |
| Year2 | $1,695,957 | Year2Amt |
| Year3 | $1,527,504 | Year3Amt |
| Total | $7,105,917 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,713,528 | CurrentYearAmt |
| Year1 | $2,505,752 | Year1Amt |
| Year2 | $2,227,618 | Year2Amt |
| Year3 | $1,992,143 | Year3Amt |
| Total | $9,439,041 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,713,528 | CurrentYearAmt |
| Year1 | $2,505,752 | Year1Amt |
| Year2 | $2,227,618 | Year2Amt |
| Year3 | $1,992,143 | Year3Amt |
| Total | $9,439,041 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $42,546,966 | Year1Amt |
| Year2 | $42,039,308 | Year2Amt |
| Year3 | $37,129,383 | Year3Amt |
| Total | $121,715,657 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $42,546,966 | Year1Amt |
| Year2 | $42,039,308 | Year2Amt |
| Year3 | $37,129,383 | Year3Amt |
| Total | $121,715,657 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROADWAY CARES EQUITY FIGHTS | |||||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | NONE | N/A | GENERAL | $2,300,000 |
| ANGELA SCIAFANI | |||||||
| 536 SYCAMORE STREET | STATEN ISLAND | NY | 10312 | NONE | N/A | GENERAL | $60,000 |
| BENJAMIN VELEZ | |||||||
| 54 FERRY STREET 2 | NEWARK | NJ | 07105 | NONE | N/A | GENERAL | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,420,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $191,757 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $450,467 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,510,013 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $681,386 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,833,623 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,833,623 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION WILL PROVIDE AN ANNUAL AWARD OF $60,000 TO ONE OR MORE PERSONS WORKING IN THE FIELD OF MUSICAL THEATRE AS COMPOSERS OR LYRICISTS WHO HAVE NOT ACHIEVED COMMERCIAL SUCCESS. THE ANNUAL AWARD WILL RECOGNIZE MERIT AND EXCELLENCE. THE ANNUAL AWARD IS NOT FOR TRAVEL, STUDY OR SIMILAR ACTIVITIES WITHIN THE MEANING OF IRC SECTION 4945(d)(3) NOR IS THE AWARD CONDITIONED UPON FUTURE ACTIVITIES.THE FOUNDATION WILL MAKE DISTRIBUTIONS TO BROADWAY CARES/ EQUITY FIGHTS AIDS INC. ONE OF THE PURPOSES OF THE FOUNDATION IS TO PROVIDE FINANCIAL ASSISTANCE TO THIS ORGANIZATION. DISTRIBUTIONS WILL BE MADE IN ORDER TO SATISFY THE REQUIREMENTS OF IRC SECTION 4942. IN ADDITION, THE TRUSTEE MAY MAKE DISTRIBUTIONS IN EXCESS OF THOSE REQUIRED BY SECTION 4942 FROM TIME TO TIME. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $21,935 | Amt |
| Net Investment Income | $21,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,935 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,935 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | PAGE 5, PART VII-A QUESTION 11 - FRED EBB FOUNDATION OWNS 90% INTEREST IN FRED EBB MUSIC COMPANY LLC. | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FRED EBB FOUNDATION 12-31-19 ASSETS ARE ROLLED OVER TO FRED EBB FOUNDATION #2 AS OF 1-1-20. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $35,810 | LegalFeesAmt |
| Net Investment Income | $35,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,810 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,810 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $50,000 |
| ROLL OVER TO FRED EBB FOUNDATION #2 EI#35-7207732 | $50,213,382 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AWARD EXPENSES | $59,841 | $59,841 | $59,841 | $59,841 |
| BANK CHARGES | $80 | $80 | $80 | $80 |
| FOUNDATION EXPENSES | $30,000 | $30,000 | $30,000 | $30,000 |
| MEALS & ENTERTAINMENT | $153 | $153 | $153 | $153 |
| OFFICE EXPENSES | $118 | $118 | $118 | $118 |
| WEBSITE EXPENSES | $4,100 | $4,100 | $4,100 | $4,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,510,013 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,510,013 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,510,013 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES & EXPENSES | CategoryTxt |
| Amt | $112,266 | Amt |
| Net Investment Income | $112,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112,266 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $112,266 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $28,475 | $28,475 | $28,475 | $28,475 |
| NYS FEE | $750 | $750 | $750 | $750 |