MCADAMS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MCADAMS FOUNDATION (EIN 54-1967451)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-01
- IRS object ID
- 202422149349100507
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-01T09:13:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541967451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCADAMS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STERLING FOUNDATION MANAGEMENT LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCAD | BusinessNameControlTxt |
| Phone | 7034379720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LLOYD MCADAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7034379720 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,306,933 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $76,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,820 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $86,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,820 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,634 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,527 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,472 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,252 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,218 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,970 | CashBOYAmt |
| Cash EOY | $3,970 | CashEOYAmt |
| Cash EOYFMV | $3,970 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $815,093 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,912 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,400,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,025,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,166,051 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,219,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,166,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,306,933 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,219,376 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,166,135 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,219,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,166,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,219,376 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,166,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,219,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,166,135 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,166,135 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,287 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,287 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,283 | OverpaymentAmt |
| Applied To ES Tax | $1,283 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STERLING FOUNDATION MANAGEMENT LLC | IndividualWithBooksNm |
| Phone | 7034379720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE SUITE | AddressLine1Txt |
| Address Line2 | 450 | AddressLine2Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LLOYD MCADAMS | |||||||||
| 12030 SUNRISE VALLEY DRIVE SUITE | 450 | RESTON | VA | 20191 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH E MCADAMS | |||||||||
| 12030 SUNRISE VALLEY DRIVE SUITE | 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID L MCADAMS | |||||||||
| 12030 SUNRISE VALLEY DRIVE SUITE | 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,023,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,273,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,273,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,239,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,004 | TotalTaxAmt |
| Distributable Before Adj | $110,960 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,960 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,960 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,824 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,824 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,838 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,838 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,986 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $80,974 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LLOYD MCADAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA INC | |||||||
| PO BOX 5948 | TALLAHASSEE | FL | 32314 | 501(C)(3) | GENERAL SUPPORT | $1,200 | |
| APPALACHIAN TRAIL CONSERVANCY | |||||||
| PO BOX 807 | HARPERS FERRY | WV | 25425 | 501(C)(3) | GENERAL SUPPORT | $4,000 | |
| BE THE MATCH FOUNDATION | |||||||
| NW 5948 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| DEERING ESTATE FOUNDATION | |||||||
| 16701 SW 72 AVENUE | MIAMI | FL | 33157 | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| DURHAM RESCUE MISSION | |||||||
| PO BOX 11858 | DURHAM | NC | 27703 | 501(C)(3) | GENERAL SUPPORT | $102 | |
| ENGLISH SPEAKING UNION OF UNITED STATES | |||||||
| 144 EAST 39TH STREET | NEW YORK | NY | 10016 | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| FOOD BANK OF CENTRAL AND EASTERN NORTH CAROLINA | |||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| HENRY MORRISON FLAGLER MUSEUM | |||||||
| ONE WHITEHALL WAY | PALM BEACH | FL | 33480 | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| HIGHLANDS BIOLOGICAL FOUNDATION | |||||||
| PO BOX 580 | HIGHLANDS | NC | 28741 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | 501(C)(3) | GENERAL SUPPORT | $1,200 | |
| JACK THE BIKE MAN | |||||||
| 420 CLAREMORE DRIVE | WEST PALM BEACH | FL | 33401 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| JAMES T HUGHES FOUNDATION | |||||||
| 2000 MORRIS AVENUE SUITE 1300 | BIRMINGHAM | AL | 35203 | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | 501(C)(3) | GENERAL SUPPORT | $4,000 | |
| MATH COUNTS | |||||||
| 1420 KING STREET | ALEXANDRIA | VA | 22314 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| NCSSM FOUNDATION | |||||||
| PO BOX 2733 | DURHAM | NC | 27715 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| NC AQUARIUM SOCIETY | |||||||
| 3125 POPLARWOOD CT SUITE 160 | RALEIGH | NC | 27604 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| NORTH CAROLINA MUSEUM OF LIFE AND SCIENCE | |||||||
| 433 W MURRAY AVENUE | DURHAM | NC | 27704 | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| NORTON MUSEUM OF ART | |||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | 501(C)(3) | GENERAL SUPPORT | $700 | |
| OCEAN CLEANUP | |||||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| ORANGE COUNTY RAPE CRISIS CENTER | |||||||
| PO BOX 4722 | CHAPEL HILL | NC | 27515 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 701 BOUTWELL ROAD SUITE A-2 | LAKE WORTH BEACH | FL | 33461 | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| PALM BEACH FOR CHRIST INC | |||||||
| PO BOX 484 | PALM BEACH | FL | 33480 | 501(C)(3) | GENERAL SUPPORT | $4,000 | |
| PALM BEACH FREEDOM INSTITUTE | |||||||
| 249 ROYAL PALM WY SUITE 301 | PALM BEACH | FL | 33480 | 501(C)(3) | GENERAL SUPPORT | $3,500 | |
| PALM BEACH CIVIC ASSOCIATION INC | |||||||
| 139 N COUNTY RD SUITE 33 | PALM BEACH | FL | 33480 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| PALM BEACH ROUNDTABLE | |||||||
| 340 ROYAL POINCIANA WAY SUITE | PALM BEACH | FL | 33480 | 501(C)(3) | GENERAL SUPPORT | $1,000 | 317-130 |
| PALM BEACH HARVEST | |||||||
| 4601 S FLAGLER DRIVE | PALM BEACH | FL | 33405 | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| POLLINATOR PARTNERSHIP | |||||||
| 600 MONTGOMERY ST SUITE 440 | SAN FRANCISCO | CA | 94111 | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| PRESERVATION FOUNDATION OF PALM BEACH | |||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | 501(C)(3) | GENERAL SUPPORT | $850 | |
| ROANOKE APPALACHIAN TRAIL | |||||||
| PO BOX 12282 | ROANOKE | VA | 24024 | 501(C)(3) | GENERAL SUPPORT | $300 | |
| SALVATION ARMY OF PALM BEACH | |||||||
| 2100 PALM BEACH LAKES BLVD | PALM BEACH COUNTY | FL | 33409 | 501(C)(3) | GENERAL SUPPORT | $12,000 | |
| STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JU - HOOVER | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JU | |||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | 501(C)(3) | GENERAL SUPPORT | $1,200 | |
| THE CHILDREN'S PLACE | |||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW SUITE M201 | PALM BEACH | FL | 33480 | 501(C)(3) | GENERAL SUPPORT | $1,200 | |
| TRI-COUNTY ANIMAL RESCUE | |||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| TRIANGLE LAND CONSERVANCY | |||||||
| PO BOX 1848 | DURHAM | NC | 27707 | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| TRINITY SCHOOL OF DURHAM AND CHAPEL HILL | |||||||
| 4011 PICKETT ROAD | DURHAM | NC | 27705 | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY | |||||||
| 4001 HARDING PIKE | NASHVILLE | TN | 37205 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| WUNC | |||||||
| 120 FRIDAY CENTER DRIVE | CHAPEL HILL | NC | 27517 | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| WESTMINSTER PRESBYTERIAN | |||||||
| PO BOX 690541 | VERO BEACH | FL | 32969 | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,252 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,820 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $10,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,820 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SYNDICATED CAPITAL, INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,025,253 | BookValueAmt |
| EOYFMV | $2,166,051 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $75 | $75 | $0 |
| STATE FILING FEES | $25 | $0 | $25 |
| POSTAGE AND MAILING | $75 | $0 | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $10,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION MANAGEMENT FEES | CategoryTxt |
| Amt | $22,634 | Amt |
| Net Investment Income | $4,527 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,472 | DisbursementsCharitablePrpsAmt |
Comments