MCADAMS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MCADAMS FOUNDATION (EIN 54-1967451)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-15
IRS object ID
202611969349100521
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-15T12:46:15-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541967451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCADAMS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O STERLING FOUNDATION MANAGEMENT LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCADBusinessNameControlTxt
Phone7034379720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLLOYD MCADAMSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7034379720PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW Q KEEFER CPAPreparerPersonNm
PTINP00852427PTIN
Phone4103565900PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,744,472FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$79,785DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,785DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$79,785TotalRevAndExpnssAmt
Total Net Invst Incm$79,785TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$25,758OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,152OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$15,890OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$805TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,623TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,187TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,915TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$104,425ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$104,425ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$131,048TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,187TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,340TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,263ExcessRevenueOverExpensesAmt
Net Investment Income$74,598NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,970CashBOYAmt
Cash EOY$4,970CashEOYAmt
Cash EOYFMV$4,970CashEOYFMVAmt
Sav And Temp Cash Invst BOY$89,969SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,706SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,706SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,025,253OtherInvestmentsBOYAmt
Other Investments EOY$2,025,253OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,700,796OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,120,192TotalAssetsBOYAmt
Total Assets EOY$2,068,929TotalAssetsEOYAmt
Total Assets EOYFMV$2,744,472TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,120,192NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,068,929NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,120,192TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,068,929TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,120,192TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,068,929TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,120,192TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,263ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,068,929SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,068,929TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,037InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,037SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,037TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,044EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,044TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$6TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTERLING FOUNDATION MANAGEMENT LLCIndividualWithBooksNm
Phone7034379720PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE SUITEAddressLine1Txt
Address Line2450AddressLine2Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LLOYD MCADAMS
12030 SUNRISE VALLEY DRIVE SUITE450RESTONVA20191PRESIDENT/DIRECTOR1.00$0$0$0
JOSEPH E MCADAMS
12030 SUNRISE VALLEY DRIVE SUITE450RESTONVA20191DIRECTOR1.00$0$0$0
DAVID L MCADAMS
12030 SUNRISE VALLEY DRIVE SUITE450RESTONVA20191DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,531,562AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,979AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,632,541TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,632,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,488CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,593,053NetVlNoncharitableAssetsAmt
Minimum Investment Return$129,653MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$129,653MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,037TaxBasedOnInvestmentIncomeAmt
Total Tax$1,037TotalTaxAmt
Distributable Before Adj$128,616DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$128,616DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$128,616DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,340ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$120,340QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$128,616DistributableAsAdjustedAmt
Undistributed Income PY$82,827UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$120,340QualifyingDistributionsAmt
Applied To Year1$82,827AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,513AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$91,103UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLLOYD MCADAMSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1000 FRIENDS OF FLORIDA INC
PO BOX 5948TALLAHASSEEFL32314PCGENERAL SUPPORT$1,000
CAPITAL RESEARCH CENTER
1513 16TH STREET NWWASHINGTONDC20036PCGENERAL SUPPORT$3,000
CENTER FOR NEW AMERICAN SECURITY INC
1701 PENNSYLVANIA AVE NW SUITE 700WASHINGTONDC20006PCGENERAL SUPPORT$2,000
CHURCH OF BETHESDA-BY-THE-SEA
141 SOUTH COUNTY ROADPALM BEACHFL33480PCGENERAL SUPPORT$2,500
EASTER SEALS
141 W JACKSON BLVD SUITE 1400ACHICAGOIL60604PCGENERAL SUPPORT$50
FAMILIES FIRST OF PALM BEACH COUNTY FOUNDATION INC
3333 FOREST HILL BOULEVARDWEST PALM BEACHFL33406PCGENERAL SUPPORT$1,000
FOOD BANK OF CENTRAL EASTERN AND EASTERN NC
1924 CAPITAL BLVDRALEIGHNC27604PCGENERAL SUPPORT$2,000
HELIMISSION INC
PO BOX 538LIMANY14485PCGENERAL SUPPORT$1,000
HARVARD GLEE CLUB FOUNDATION INC
919 BROADWAYHANOVERMA02339PCGENERAL SUPPORT$500
HILLSDALE COLLEGE
33 E COLLEGE STREETHILLSDALEMI49242PCGENERAL SUPPORT$2,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVENUENEW YORKNY10017PCGENERAL SUPPORT$1,000
MATHCOUNTS FOUNDATION
1420 KING STREETALEXANDRIAVA22314PCGENERAL SUPPORT$1,000
MONTGOMERY BELL ACADEMY
4001 HARDING ROADNASHVILLETN37205PCGENERAL SUPPORT$10,000
NC MUSEUM OF LIFE AND SCIENCE
433 W MURRAY AVENUEDURHAMNC27704PCGENERAL SUPPORT$2,000
MODERNIST ARCHIVE INC
5409 PELHAM ROADDURHAMNC27713PCGENERAL SUPPORT$1,000
NORTH CAROLINA AQUARIUM SOCIETY
3125 POPLARWOOD ST SUITE 160RALEIGHNC27604PCGENERAL SUPPORT$1,000
PALM BEACH COUNTY FOOD BANK
701 BOUTWELL RD SUITE A-2LAKE WORTH BEACHFL33461PCGENERAL SUPPORT$3,500
PALM BEACH FOR CHRIST INC
PO BOX 484PALM BEACHFL33480PCGENERAL SUPPORT$5,150
PALM BEACH FREEDOM INSTITUTE INC
249 ROYAL PALM WAY SUITE 301PALM BEACHFL33480PCGENERAL SUPPORT$3,000
POLLINATOR PARTNERSHIP
582 MARKET STREET SUITE 1215SAN FRANCISCOCA94104PCGENERAL SUPPORT$1,500
THE SALVATION ARMY OF PALM BEACH
2100 PALM BEACH LAKES BLVDWEST PALM BEACHFL33409PCGENERAL SUPPORT$15,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607PCGENERAL SUPPORT$1,000
STANFORD UNIVERSITY - HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA94305PCGENERAL SUPPORT$2,000
THE CHILDREN'S PLACE AT HOME SAFE
2840 SIXTH AVE SOUTHLAKE WORTHFL33461PCGENERAL SUPPORT$1,000
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW SUITE M201PALM BEACHFL33480PCGENERAL SUPPORT$1,000
TRI COUNTY ANIMAL RESCUE
21287 BOCA RIO ROADBOCA RATONFL33433PCGENERAL SUPPORT$3,000
TRIANGLE LAND CONSERVANCY INC
PO BOX 1848DURHAMNC27702PCGENERAL SUPPORT$5,000
TRINITY SCHOOL OF DURHAM & CHAPEL HILL
4011 PICKETT RDDURHAMNC27705PCGENERAL SUPPORT$5,000
WESTMINSTER PRESBYTERIAN CHURCH
3639 OLD CHAPEL HILL ROADDURHAMNC27707PCGENERAL SUPPORT$5,000
WUNC RADIO (UNC AT CHAPEL HILL)
120 FRIDAY CENTER DRIVECHAPEL HILLNC27517PCGENERAL SUPPORT$2,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037PCGENERAL SUPPORT$100
BLOOD CANCER UNITED
PO BOX 98018WASHINGTONDC20090PCGENERAL SUPPORT$2,500
CLEVELAND CLINIC FOUNDATION
PO BOX 931517CLEVELANDOH44193PCGENERAL SUPPORT$25
DEERING ESTATE FOUNDATION
16701 SW 72 AVEPALMETTO BAYFL33157PCGENERAL SUPPORT$4,500
JOVENES INC
1208 PLEASANT AVENUELOS ANGELESCA90033PCGENERAL SUPPORT$2,000
LOS ANGELES REGIONAL FOOD BANK
1734 EAST 41ST STREETLOS ANGELESCA90058PCGENERAL SUPPORT$2,000
PALM BEACH ATLANTIC UNIVERSITY INC
PO BOX 24708WEST PALM BEACHFL33416PCGENERAL SUPPORT$1,000
STEP UP ON SECOND STREET INC
1460 4TH STREET STE 200SANTA MONICACA90401PCGENERAL SUPPORT$2,000
THE HEAVEN GUY INC
1592 JUNO ISLES BLVDN PALM BEACHFL33408PCGENERAL SUPPORT$3,000
THE PEOPLE CONCERN
2166 ARLINGTON AVE STE 100LOS ANGELESCA90018PCGENERAL SUPPORT$2,000
THE ROYAL POINCIANA CHAPEL INC
60 COCOANUT ROWPALM BEACHFL33480PCGENERAL SUPPORT$100
WORLD CENTRAL KITCHEN
PO BOX 96538WASHINGTONDC20090PCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$104,425TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,785ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$79,785ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,785TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSYNDICATED CAPITAL, INCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,025,253BookValueAmt
EOYFMV$2,700,796EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$35$35$0
STATE FILING FEES$25$0$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFOUNDATION MANAGEMENT FEESCategoryTxt
Amt$25,758Amt
Net Investment Income$5,152NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,890DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$805Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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