NBCUniversal Foundation: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NBCUniversal Foundation (EIN 13-6096061)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201531359349100543
- Schema version
- 2014v5.0
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T09:17:06-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136096061 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NBCUniversal Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NBCUNIVERSAL FOUNDATION | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | christy shibata | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,291,573 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 |
| Interest On Sav Rev And Expnss | $710 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $710 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $478,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $478,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,092 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $732,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $732,876 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,670 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,359 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $69,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,385,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,385,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,485,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,480,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$752,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $732,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,576,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $369,529 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $652 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $4,200,745 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,200,745 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,452,220 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,819,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,274,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,469,824 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,597,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,845,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,291,573 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $18,597,691 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,845,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,597,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,845,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,597,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,845,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,597,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$752,617 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,845,074 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,845,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $254,092 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $254,092 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $254,092 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,092 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,436,855 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,957,588 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135701 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $596,372 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,103,310 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039486 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,032,080 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,529,265 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089518 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $995,761 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,286,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107226 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,504,119 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,312,146 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145859 | DistributionYr5Rt |
| Total Distribution | 0.51779 | TotalDistributionRt |
| Average Distribution | 0.103558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,151,503 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,983,291 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,326 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,990,617 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,480,881 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,652 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,652 | SubtotalAmt |
| Tax Based On Investment Income | $14,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,490 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,490 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $9,162 | TaxDueAmt |
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 | Yes (true) | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NBCUNIVERSAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126644368 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Univeral City Plaza | AddressLine1Txt |
| City | Universal City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91608 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Maren Christensen | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive VP / Dir / Sec | 1.0 | $0 |
| Elizabeth Colleton | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Patricia Fili-Krushel | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Cindy Gardner | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Kimberley D Harris | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive VP / Dir / Sec | 1.0 | $0 |
| Charisse Lillie | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Adam Miller | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Craig P Robinson | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Christy Rupert Shibata | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive VP / Dir / Treas | 1.0 | $0 |
| Valari Staab | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $69,211 | CompensationAmt |
| 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 | $17,413,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,029,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,443,150 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,443,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $291,647 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,151,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $957,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $957,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,652 | TotalTaxAmt |
| Distributable Before Adj | $942,923 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $942,923 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $942,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,480,881 | 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 | $1,480,881 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,480,881 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $942,923 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $964,420 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $487,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $469,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,525,167 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,446,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,480,881 | QualifyingDistributionsAmt |
| Applied To Current Year | $942,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $537,958 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,984,050 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $964,420 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,019,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $487,171 | ExcessFromYear4Amt |
| Excess From Year3 | $469,334 | ExcessFromYear3Amt |
| Excess From Year1 | $1,525,167 | ExcessFromYear1Amt |
| Excess From Current Year | $537,958 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER SCHOOL ACTIVITIES PARTNERSHIPS | |||||||
| 1520 LOCUST ST STE 1104 | PHILADELPHIA | PA | 19102 | N/A | PC | After School Directory Version 2.0: Helping Parents Make Informed Decisions about the Dangerous After School Hours | $25,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 3950 CALLE FORTUNADA | SAN DIEGO | CA | 92123 | N/A | PC | American Red Cross Disaster Operations Center Building a Stronger and Safer San Diego | $25,000 |
| BIG THOUGHT | |||||||
| 1409 S LAMAR ST STE 1015 | DALLAS | TX | 75215 | N/A | PC | Dallas City of Learning | $50,000 |
| BREATHE CALIFORNIA OF THE BAY AREA | |||||||
| 1469 PARK AVE | SAN JOSE | CA | 95126 | N/A | PC | Zero Emissions Squared: Electric School Buses | $25,000 |
| BRING ME A BOOK FOUNDATION | |||||||
| 1045 TERRA BELLA AVE | MOUNTAIN VIEW | CA | 94043 | N/A | PC | Bring Me A Book's East Bay Digital4Literacy Program | $25,000 |
| BUILDON INC | |||||||
| 800 LONG RIDGE RD 2ND FL | STAMFORD | CT | 06902 | N/A | PC | buildOn's Youth Engagement Zone at TEAM Englewood academy | $25,000 |
| CAPITAL WORKFORCE PARTNERS INC | |||||||
| 1 UNION PL | HARTFORD | CT | 06103 | N/A | PC | Hartford Opportunity Youth Collaborative Career Pathways Foundation Programs | $25,000 |
| DALLAS FOUNDATION A TX NONPROFIT CORPORATION | |||||||
| 3963 MAPLE AVE STE 390 | DALLAS | TX | 75219 | N/A | PC | Dallas Teacher Residency | $25,000 |
| DC GREENS INC | |||||||
| 2000 P ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | School Garden Market Program | $25,000 |
| DRESS FOR SUCCESS-WASHINGTON DC | |||||||
| 7826 EASTERN AVE NW LOWER LEVEL | WASHINGTON | DC | 20012 | N/A | PC | Dress for Success DC and AET Workforce Development partnership | $25,000 |
| ENCHANTMENT THEATRE COMPANY | |||||||
| 100 S BROAD ST STE 1318 | PHILADELPHIA | PA | 19110 | N/A | PC | Enchantment Everywhere: Staging Innovation | $25,000 |
| EXPERIENCE CORPS | |||||||
| 601 E ST NW | WASHINGTON | DC | 20049 | N/A | PC | Experience Corps Chicago | $25,000 |
| FAMILY SERVICE ASSOCIATION | |||||||
| 21250 BOX SPRINGS RD STE 207 | MORENO VALLEY | CA | 92557 | N/A | PC | MOBILE FRESH: Promoting Healthy Lifestyles | $100,000 |
| FOOD BANK OF SOUTH JERSEY INC | |||||||
| 1501 JOHN TIPTON BLVD | PENNSAUKEN | NJ | 08110 | N/A | PC | Just Peachy Salsa Project | $50,000 |
| FOOD FORWARD INC | |||||||
| 7412 FULTON AVE STE 3 | N HOLLYWOOD | CA | 91605 | N/A | PC | Farmers Market Recovery Program | $50,000 |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON ST | CHICAGO | IL | 60608 | N/A | PC | Bridges to Success Project | $50,000 |
| GIRLS WRITE NOW INC | |||||||
| 247 W 37TH ST STE 1800 | NEW YORK | NY | 10018 | N/A | PC | Digital Media Mentoring Program | $100,000 |
| HARTFORD FOOD SYSTEM INC | |||||||
| 1 CONGRESS ST STE 302 | HARTFORD | CT | 06114 | N/A | PC | Hartford Mobile Market Project | $50,000 |
| JOURNEY HOME INC | |||||||
| 241 MAIN ST 4TH FL | HARTFORD | CT | 06106 | N/A | PC | Greater Hartford Universal Housing Application Project | $25,000 |
| LEGAL AID SERVICE OF BROWARD COUNTY INC | |||||||
| 491 N STATE RD 7 | PLANTATION | FL | 33317 | N/A | PC | Mission United Veterans Pro Bono Legal Project | $50,000 |
| MEDISEND INTERNATIONAL | |||||||
| 9244 MARKVILLE DR | DALLAS | TX | 75243 | N/A | PC | General Richard B. Myers Veterans Biomedical Equipment Technology Program | $25,000 |
| MENTAL HEALTH SYSTEMS INC | |||||||
| 9465 FARNHAM ST | SAN DIEGO | CA | 92123 | N/A | PC | New Chapter Support Center at the new San Diego Central Library | $25,000 |
| MEXICAN AMERICAN OPPORTUNITY FOUNDATION | |||||||
| 401 N GARFIELD AVE | MONTEBELLO | CA | 90640 | N/A | PC | Asset Building Project | $50,000 |
| MIAMI CHILDRENS MUSEUM INC | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | N/A | PC | IN A BOX - Community Satellite Program in Title 1 Miami-Dade County Public Schools | $25,000 |
| MIAMI COALITION FOR THE HOMELESS | |||||||
| 140 W FLAGLER ST STE 105 | MIAMI | FL | 33130 | N/A | PC | Miami Homes For All Project | $25,000 |
| MOTION PICTURE AND TELEVISION FUND | |||||||
| 23388 MULHOLLAND DR STE 220 | WOODLAND HILLS | CA | 91364 | N/A | PC | General & Unrestricted | $100,000 |
| OPERATION RENEWED HOPE FOUNDATION | |||||||
| 6315 MARYVIEW ST | ALEXANDRIA | VA | 22310 | N/A | PC | Renewed Hope Homes Project | $50,000 |
| PER SCHOLAS INC | |||||||
| 804 E 138TH ST 2ND FL | BRONX | NY | 10454 | N/A | PC | Software Testing Education Program | $50,000 |
| PROVIDENCE HEALTH & SERVICES FOUNDATION | |||||||
| 501 S BUENA VISTA ST | BURBANK | CA | 91505 | N/A | PC | SJ Neuroscience/Stroke Fund | $60,000 |
| SCHOLARSHIP AMERICA INC | |||||||
| 7900 INTERNATIONAL DR STE 500 | MINNEAPOLIS | MN | 55425 | N/A | PC | Lew Wasserman Scholarship Fund | $25,000 |
| UNITED THROUGH READING | |||||||
| 11772 SORRENTO VALLEY RD STE 125 | SAN DIEGO | CA | 92121 | N/A | PC | Uniting San Diego Military families Through Online Program Delivery | $50,000 |
| UPWARDLY GLOBAL | |||||||
| 582 MARKET ST STE 1207 | SAN FRANCISCO | CA | 94104 | N/A | PC | Online Innovation for Skilled Immigrant Employment | $50,000 |
| YOUTH RADIO | |||||||
| 1701 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | Youth Radio Innovation Lab | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,385,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $710 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $478,074 | 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 | $254,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $732,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $732,876 | 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 | Audit Support | CategoryTxt |
| Amt | $25,000 | Amt |
| Disbursements Charitable Prps | $25,000 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Maren Christensen | PersonNm |
| Short Explanation | *Removed from foundation in 2014 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANGEL OAK MULTI-STRAT INCOME | $262,588 | $256,429 |
| ARTISAN GLOBAL VALUE FUND INV | $264,749 | $274,826 |
| BLACKROCK EQ DIVIDEND A | $554,812 | $699,453 |
| BLACKROCK GLOBAL LONG SHORT EQ | $453,593 | $458,610 |
| BLACKROCK MULTI-ASSET INCOME | $555,553 | $580,218 |
| CATALYST INSIDER BUYING FUND | $519,349 | $508,225 |
| CATALYST/PRINCETON FLOATING | $510,782 | $488,261 |
| DOUBLELINE INCOME SOLUTIONS FD | $278,465 | $225,567 |
| DOUBLELINE TOTAL RETURN BOND | $549,986 | $531,111 |
| FEDERATED ULTRASHORT BOND FUND | $1,548,246 | $1,537,125 |
| GOODHAVEN FUNDS CLASS N/L | $645,472 | $560,391 |
| GOTHAM ABSOLUTE RETURN FUND | $469,817 | $513,472 |
| GOTHAM ENHANCED RETURN FUND | $575,504 | $614,051 |
| JP MORGAN STRATEGIC INCOME OPP | $1,001,484 | $986,349 |
| NEUBERGER BERMAN EQTY | $1,817,712 | $2,025,210 |
| PRUDENTIAL SHORT-TERM CORP | $734,687 | $713,513 |
| PRUDENTIAL TOTAL RETURN BOND | $323,571 | $317,209 |
| PUTNAM DIVERSIFIED INCOME TR | $265,159 | $257,068 |
| PUTNAM SHORT DURATION INCOME | $757,200 | $756,937 |
| SENTINEL TOTAL RETURN BOND FD | $1,186,071 | $1,165,799 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,200,745 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,452,220 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $69,211 | $69,211 | |
| BANK CHARGES | $253 | $253 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Administration of Foundation | CategoryTxt |
| Amt | $1,670 | Amt |
| Disbursements Charitable Prps | $1,670 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $4,300 |
| IRS Miscellaneous Fee | $59 |