NISSAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NISSAN FOUNDATION (EIN 95-4413799)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-02
- IRS object ID
- 202011849349100736
- Schema version
- 2018v3.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-02T15:19:29-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954413799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NISSAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NISSAN FNDTN JASON LAETZ | InCareOfNm |
| Business Name Control | NISS | BusinessNameControlTxt |
| Phone | 6157255924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 685001 MAILSTOP B5B | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370765001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON LAETZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6157255924 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.240.144.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420201845000016 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89C64DB39EFC1D14A4C9BBDD771A9076211D46F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1A6DA3F34A0129258DF3AA94242C5D46C7322EE0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,141,301 | 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 | $432,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $432,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,131 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,357 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,809 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $556,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $538,358 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,481 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,741 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,740 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,363 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,363 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,832 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $282 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $282 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $645 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $740,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $740,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $758,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $744,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$201,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $532,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,381 | CashBOYAmt |
| Cash EOY | $5,167 | CashEOYAmt |
| Cash EOYFMV | $5,167 | CashEOYFMVAmt |
| US Government Obligations BOY | $6,080,588 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,504,859 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,504,859 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,551,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,728,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,728,303 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,693,850 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,902,972 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,902,972 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,328,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,141,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,141,301 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $740,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $740,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,328,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,401,301 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,328,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,401,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,328,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,141,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,328,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$201,697 | ExcessRevenueOverExpensesAmt |
| Other Increases | $280,118 | OtherIncreasesAmt |
| Subtotal | $12,406,503 | SubtotalAmt |
| Other Decreases | $5,202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,401,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $214,745 | $204,884 | $9,861 | $9,861 |
| PUBLICLY TRADED SECURITIES | P | $525,255 | $516,155 | $9,100 | $9,100 |
| CAPITAL GAIN DIVIDENDS | P | $84,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,131 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $728,563 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,801,145 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056914 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $709,357 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,731,471 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055717 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $698,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,605,846 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055385 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $724,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,587,887 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053347 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $710,824 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,301,139 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053441 | DistributionYr5Rt |
| Total Distribution | 0.274804 | TotalDistributionRt |
| Average Distribution | 0.054961 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,377,046 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $680,255 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,323 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $685,578 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $744,667 | 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 | $5,323 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,323 | SubtotalAmt |
| Tax Based On Investment Income | $5,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,777 | OverpaymentAmt |
| Applied To ES Tax | $6,777 | AppliedToESTaxAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | WWW.NISSANUSA.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NISSAN FNDTN JASON LAETZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6157255924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NISSAN WAY | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | 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 |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT E BECKER | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| HOLLY BRACCO | ||||||||
| 39001 SUNRISE DRIVE | FARMINGTON HILLS | MI | 48331 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LORI A MCPHERSON | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | SECRETARY/DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEFFREY WEBSTER | ||||||||
| 300 NISSAN DRIVE | CANTON | MS | 39046 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| WILLIAM H SCOTT JR | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| ALLESANDRA THARP | ||||||||
| 9800 CAMPUS POINT DRIVE | SAN DIEGO | CA | 92121 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRYAN HORN | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CALANDRA TURNER | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PARUL BAJAJ | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | FOUNDATION ADMINISTRATOR/DIR | 1.0 | $0 | $0 | $0 |
| FRED DEPEREZ | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEFFREY MILLS | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ERIKA SANTOS | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ANDREW J TAVI | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MICHAEL WILKINS | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| TRISHA JUNG | ||||||||
| 2839 PACES FERRY ROAD OVERLOOK STE | ATLANTA | GA | 30339 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| VITO RUGGIERO | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| WILLIAM S SHOLLENBERGER | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| VICKI SMITH | ||||||||
| ONE NISSAN WAY | FRANKLIN | TN | 37067 | FOUNDATION ADMINISTRATOR/DIR | 1.0 | $0 | $0 | $0 |
| REBECCA B VEST | ||||||||
| PO BOX 685001 MAILSTOP B5B | FRANKLIN | TN | 370765001 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,554,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,565,529 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,565,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,377,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $618,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,323 | TotalTaxAmt |
| Distributable Before Adj | $613,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $18,548 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $632,077 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $632,077 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $744,667 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $744,667 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,323 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $739,344 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $632,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,295 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,211 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,451 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $100,642 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $387,943 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $744,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $632,077 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,590 | RemainingDistriFromCorpusAmt |
| Total Corpus | $500,533 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $60,295 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $440,238 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,211 | ExcessFromYear4Amt |
| Excess From Year3 | $81,344 | ExcessFromYear3Amt |
| Excess From Year2 | $81,451 | ExcessFromYear2Amt |
| Excess From Year1 | $100,642 | ExcessFromYear1Amt |
| Excess From Current Year | $112,590 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JAPANESE AMERICAN NATIONAL MUSEUM | ||||||||
| 100 NORTH CENTRAL AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| AUTRY NATIONAL CENTER | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 900271462 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ATLANTA | ||||||||
| 2401 LAKE PARK DRIVE | SMYRNA | GA | 30080 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JOBS FOR MISSISSIPPI GRADUATES INC | ||||||||
| 6055 RIDGEWOOD ROAD | JACKSON | MS | 39211 | NONE | PC | GENERAL SUPPORT | $50,000 | SUITE A |
| GLOBAL EDUCATION CENTER | ||||||||
| 4822 CHARLOTTE AVENUE | NASHVILLE | TN | 372093423 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NASHVILLE PUBLIC TELEVISION | ||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| TENNESSEE IMMIGRANT & REFUGEE RIGHTS COALITION | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| JEWISH CHILDREN'S MUSEUM | ||||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| THE COMMUNITY HOUSE | ||||||||
| 380 SOUTH BATES STREET | BIRMINGHAM | MI | 48009 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| OASIS CENTER | ||||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| Children's Museum Corporation of Rutherford County | ||||||||
| 502 Southeast Broad Street | Murfreesboro | TN | 37130 | NONE | PC | GENERAL SUPPORT | $55,000 | |
| SAN DIEGO CHILDREN'S DISCOVERY MUSEUM | ||||||||
| 320 N BROADWAY | ESCONDIDO | CA | 92025 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | ||||||||
| 55 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| BROOKLYN HISTORICAL SOCIETY | ||||||||
| 128 PIERREPONT ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FERNBANK INC | ||||||||
| 767 CLIFTON ROAD NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL MULTICULTURAL WESTERN HERITAGE MUSEUM | ||||||||
| 2401 SCOTT AVE | FORT WORTH | TX | 76103 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ONE TO WORLD INC | ||||||||
| 307 SEVENTH AVENUE SUITE 2003 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| Connecting Cultures Mobile Museum | ||||||||
| 2558 Aiken Avenue | Los Angeles | CA | 90064 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| Nashville Public Library Foundation | ||||||||
| 615 Church Street | Nashville | TN | 37219 | NONE | SO III FI | GENERAL SUPPORT | $50,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NATIVE AMERICAN INDIAN ASSOCIATION OF TENNESSEE | ||||||||
| 230 SPENCE LANE | NASHVILLE | TN | 37210 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SAN DIEGO MUSEUM OF MAN | ||||||||
| 1350 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| STARS NASHVILLE | ||||||||
| 1704 CHARLOTTE AVE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ARAB COMMUNITY CENTER FOR ECONOMIC&SOCIAL SERVICES | ||||||||
| 13624 MICHIGAN AVENUE | DEARBORN | MI | 48126 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ATLANTA HISTORICAL SOCIETY INC | ||||||||
| 130 WEST PACES FERRY ROAD | ATLANTA | GA | 30305 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| WESTERN JUSTICE CENTER FOUNDATION | ||||||||
| 55 S GRAND AVENUE | PASADENA | CA | 91105 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CLEVELAND MUSIC FOUNDATIONGRAMMY MUSEUM | ||||||||
| 800 W SUNFLOWER ROAD | CLEVELAND | MS | 38732 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DETROIT EDUCATIONAL TELEVISION FOUNDATION | ||||||||
| RILEY BROADCAST CENTER | WIXOM | MI | 48393 | NONE | PC | GENERAL SUPPORT | $30,000 | 1 CLOVER COURT |
| HOLOCAUST MEMORIAL CENTER ZEKELMAN FAMILY | ||||||||
| 28123 ORCHARD LAKE ROAD | FARMINGTON HILLS | MI | 48334 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| THE INTERFAITH LEADERSHIP COUNCIL OF METRO DETROIT | ||||||||
| 10821 CAPITAL | OAK PARK | MI | 48237 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $740,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $432,418 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $2,809 |
| GRANT REFUND | 01 | $18,548 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $556,906 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $556,906 | TotalIncomeProducingActyAmt |
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 FEES | CategoryTxt |
| Amt | $7,481 | Amt |
| Net Investment Income | $3,741 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,740 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO BLACKROCK FDS HIGH YIELD B | $2,030,490 | $2,030,490 |
| MFO BRANDYWINEGLOBAL GLBL OPPT | $1,872,482 | $1,872,482 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO ADVISORS INNER CIRCLE FD L | $1,304,533 | $1,304,533 |
| MFO DEUTSCHE REAL ESTATE SEC | $1,423,770 | $1,423,770 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,504,859 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,504,859 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR ACCRUED INCOME | Desc |
| Amt | $5,202 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $85 | $85 |
| BANK FEES | $560 | $560 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $2,809 | $2,809 |
| GRANT REFUND | $18,548 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $280,118 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $740,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $2,363 | Amt |
| Net Investment Income | $2,363 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT I | CategoryTxt |
| Amt | $7,832 | Amt |