BETA

MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION (EIN 46-4354409)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202441349349101024
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T08:06:36-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454149985PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSEMCKENNA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11717 PENNSYLVANIA AVE NW 750AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464354409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARCIA AND FRANK CARLUCCI CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARCBusinessNameControlTxt
Phone2028621880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11207 CREST LANEAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCIA M CARLUCCIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2028621880PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARCIAPersonFirstNm
Person LastCARLUCCIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN E ROSEPreparerPersonNm
PTINP00435324PTIN
Phone2028621880PhoneNum
Preparation2024-05-07PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,969,005FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,058,445ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$207,312DividendsRevAndExpnssAmt
Dividends Net Invst Incm$207,312DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,644NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,644GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,644CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,298,401TotalRevAndExpnssAmt
Total Net Invst Incm$239,956TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$24,819OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,819OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,129TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,129TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,948TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,948TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$940,422ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$940,422ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$969,370TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,948TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$940,422TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$329,031ExcessRevenueOverExpensesAmt
Net Investment Income$211,008NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$128,233CashBOYAmt
Cash EOY$203,607CashEOYAmt
Cash EOYFMV$203,607CashEOYFMVAmt
Corporate Stock BOY$7,048,174CorporateStockBOYAmt
Corporate Stock EOY$6,879,949CorporateStockEOYAmt
Corporate Stock EOYFMV$12,765,398CorporateStockEOYFMVAmt
Total Assets BOY$7,176,407TotalAssetsBOYAmt
Total Assets EOY$7,083,556TotalAssetsEOYAmt
Total Assets EOYFMV$12,969,005TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,176,407RetainedEarningBOYAmt
Retained Earning EOY$7,083,556RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,176,407TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,083,556TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,176,407TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,083,556TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,176,407TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$329,031ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,505,438SubtotalAmt
Other Decreases$421,882OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,083,556TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL GAIN DISTRIBUTIONS - MS - 4128P$25,524$25,524$25,524
CAPITAL GAIN DISTRIBUTIONS - MS - 4129P$7,120$7,120$7,120
FieldValueIRS element (for citing)
Capital Gain Net Income$32,644CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$32,644NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,933InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,933SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,933TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36,589EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$36,589TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$33,656OverpaymentAmt
Applied To ES Tax$33,656AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARCIA M CARLUCCIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028621880PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11207 CREST LANEAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221011837ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARCIA M CARLUCCI
1207 CREST LANEMCLEANVA22101DIRECTOR/PRESIDENT/TREASURER0.50$0$0$0
KRISTIN CARLUCCI WEED
1207 CREST LANEMCLEANVA22101DIRECTOR/VICE PRESIDENT/SECRETARY0.50$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$10,906,550AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$156,501AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,063,051TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,063,051AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$165,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,897,105NetVlNoncharitableAssetsAmt
Minimum Investment Return$544,855MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$544,855MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,933TaxBasedOnInvestmentIncomeAmt
Total Tax$2,933TotalTaxAmt
Distributable Before Adj$541,922DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$541,922DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$541,922DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$940,422ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$940,422QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$541,922DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$90,451ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$218,897ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$553,626ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$177,960ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$577,086ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,618,020TotalExcessDistributionCyovAmt
Qualifying Distributions$940,422QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$541,922AppliedToCurrentYearAmt
Remaining Distri From Corpus$398,500RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,016,520TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$90,451ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,926,069ExcessDistriCyovToNextYrAmt
Excess From Year4$218,897ExcessFromYear4Amt
Excess From Year3$553,626ExcessFromYear3Amt
Excess From Year2$177,960ExcessFromYear2Amt
Excess From Year1$577,086ExcessFromYear1Amt
Excess From Current Year$398,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARCIA M CARLUCCIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FORD'S THEATRE
514 TENTH ST NWWASHINGTONDC20004NONEPCGENERAL OPERATIONS.$135,509
MEDSTAR HEALTH
10980 GRANTCHESTER WAY 7TH FLOORCOLUMBIAMD21044NONEPCGENERAL OPERATIONS.$101,248
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NWWASHINGTONDC20005NONEPCGENERAL OPERATIONS.$298,503
SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY
1300 CONSTITUTION AVE NWWASHINGTONDC20560NONEPCGENERAL OPERATIONS.$405,162
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$940,422TotalGrantOrContriPdDurYrAmt
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$207,312ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,644ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$239,956ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$239,956TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARCIA CARLUCCIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11207 CREST LANEAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221011837ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,058,445TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
16,496 SHARES GRACO INC. (GGG)$545,0792023-12-13
11,182 SHARES MACOM TECHNOLOGY HOLDINGS, INC. (MTSI)$108,8502023-12-14
178 SHARES MERCADOLIBRE, INC. (MELI)$125,0742023-12-14
11,458 SHARES RAMBUS, INC. (RMBS)$102,0452023-12-14
11,268 SHARES TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED (TSM)$131,1752023-12-14
1914 SHARES TEMPUR SEALY INTERNATIONAL, INC. (TPX)$46,2212023-12-14

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORYDESCRIPTION OF CONTRIBUTED PROPERTY: 635 SHARES OF BLOCK INC CL A (SQ)181 SHARES OF ZEBRA TECHNOLOGIES CORPORATION (ZBRA)494 SHARES OF ETSY, INC (ETSY)72 SHARES OF METTLER-TOLEDO INTERNATIONAL INC. (MTD)715 SHARES OF KIRBY CORPORATION (KEX)1562 SHARES OF COPART INC (CPRT)BOOK VALUE:$216,933.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$405,162.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:MARCH 13, 2023.
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: MEDSTAR HEALTHDESCRIPTION OF CONTRIBUTED PROPERTY: 578 SHARES OF ZOETIS INC (ZTS)BOOK VALUE:$26,823.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$101,248.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:OCTOBER 10, 2023.
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: NATIONAL MUSEUM OF WOMEN IN THE ARTSDESCRIPTION OF CONTRIBUTED PROPERTY: 806 SHARES OF VISA INC (VISA)1,279 SHARES OF KIRBY CORPORATION (KEX) BOOK VALUE:$154,332.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$298,503.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:DECEMBER 07, 2023.
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: FORD'S THEATREDESCRIPTION OF CONTRIBUTED PROPERTY: 810 SHARES OF ZOETIS INC (ZTS)BOOK VALUE:$37,589.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$135,509.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:OCTOBER 23, 2023.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MS - 4128 STOCK$1,615,403$6,754,375
MS - 4129 ETFS$1,744,662$2,379,528
MS - 4128 MUTUAL FUNDS$891,153$1,010,996
MS - 4129 MUTUAL FUNDS$1,023,868$1,015,636
MS - 4128 MSILF TREASURY SECURITIES INST (MSUXX)$1,604,863$1,604,863

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK-FMV ADJUSTMENTSDesc
Amt$421,882Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$24,819Amt
Net Investment Income$24,819NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MS - 4128 FOREIGN TAXES PAID$569$569$0$0
MS - 4129 FOREIGN TAXES PAID$3,560$3,560$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.