MAXIMUS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MAXIMUS FOUNDATION (EIN 54-1993677)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-15
IRS object ID
202442289349100714
Schema version
2022v5.0
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)
Return2024-08-15T10:23:05-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541993677EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAXIMUS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MAXIMUS INCInCareOfNm
Business Name ControlMAXIBusinessNameControlTxt
Phone7032518500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 TYSONS BLVD Suite 1400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonArvenita CherryPersonNm
Person TitleChairpersonPersonTitleTxt
Phone7032518500PhoneNum
Signature2024-08-12SignatureDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,132,004FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,622,238ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$110InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$110InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$437DividendsRevAndExpnssAmt
Dividends Net Invst Incm$437DividendsNetInvstIncmAmt
Other Income Rev And Expnss$287OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$3,623,072TotalRevAndExpnssAmt
Total Net Invst Incm$547TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$3,291OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,291OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,291TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,291TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,585,754ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,585,754ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,589,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,291TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,585,754TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,027ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$821,111CashBOYAmt
Cash EOY$1,070,399CashEOYAmt
Cash EOYFMV$1,070,399CashEOYFMVAmt
Sav And Temp Cash Invst BOY$54,868SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$55,305SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$55,305SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$6,300AcctRcvblAmt
Acct Rcvbl BOY$222,000AcctRcvblBOYAmt
Acct Rcvbl EOY$6,300AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$6,300AcctRcvblEOYFMVAmt
Total Assets BOY$1,097,979TotalAssetsBOYAmt
Total Assets EOY$1,132,004TotalAssetsEOYAmt
Total Assets EOYFMV$1,132,004TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$997,979NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,132,004NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$100,000DonorRstrNetAssetsBOYAmt
Tot Net Ast Or Fund Balances BOY$1,097,979TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,132,004TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,097,979TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,132,004TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,097,979TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,027ExcessRevenueOverExpensesAmt
Subtotal$1,132,006SubtotalAmt
Other Decreases$2OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,132,004TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MAXIMUS.COM/FOUNDATIONWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MAXIMUS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7032518500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11600 TYSONS BLVD SUITE 1400AddressLine1Txt
CityMcLeanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Relying Current Ntc Dsstr AsstYes (X)RelyingCurrentNtcDsstrAsstInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
John Boyer
1600 TYSONS BLVD Suite 1400MCLEANVA22102Chairman0$0$0$0
Arvenita W Cherry
1600 TYSONS BLVD Suite 1400MCLEANVA22102President & Chairperson0$0$0$0
Jessica Smith
1600 TYSONS BLVD Suite 1400MCLEANVA22102Secretary0$0$0$0
David Casey
1600 TYSONS BLVD Suite 1400MCLEANVA22102Treasurer0$0$0$0
Jessica Batt
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Kelly Blaschke Treharne
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Kim Colbeck
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Benjamin R Coss
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Kenneth Fisher Jr
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Byron French
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Kinte Ibbott
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Ferdinand Morales
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Thomas Naughton
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Terrence Raftery
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Lisa Simmons
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Paula Wales
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0
Julia Willis
1600 TYSONS BLVD Suite 1400MCLEANVA22102Director0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,181,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,181,760TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,181,760AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,726CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,164,034NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,202MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,202MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$58,202DistributableBeforeAdjAmt
Distributable Before Ded$58,202DistributableBeforeDedAmt
Distributable As Adjusted$58,202DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,585,754ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,585,754QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,202DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$1,503,260ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$978,864ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,231,544ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,382,698ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,246,089ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,342,455TotalExcessDistributionCyovAmt
Qualifying Distributions$3,585,754QualifyingDistributionsAmt
Applied To Current Year$58,202AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,527,552RemainingDistriFromCorpusAmt
Total Corpus$10,870,007TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,503,260ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,366,747ExcessDistriCyovToNextYrAmt
Excess From Year4$978,864ExcessFromYear4Amt
Excess From Year3$1,231,544ExcessFromYear3Amt
Excess From Year2$1,382,698ExcessFromYear2Amt
Excess From Year1$2,246,089ExcessFromYear1Amt
Excess From Current Year$3,527,552ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMAXIMUS FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11600 TYSONS BOULEVARD Suite 1400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7032518500RecipientPhoneNum
Form And Info And MaterialsCompleted application Cover letter with a brief description of organization and request Audited financial statement opinion of Certified Public Accountant for most recent year Letter of Determination from the IRS verifying not-for-profit-tax-exempt status Current listing of Board of Directors and OfficersFormAndInfoAndMaterialsTxt
Submission DeadlinesApplications are accepted on a rolling basis.SubmissionDeadlinesTxt
Restrictions On AwardsThe MAXIMUS Foundation provides cash grants to nonprofit organizations/charities that help disadvantaged populations and underserved communities through youth and child development, community development, and healthcare. Applications are only offered to organizations nominated by eligible employees.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See Statement 1BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VariousAddressLine1Txt
CityMcLeanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Grant Or Contribution PurposeProgram SupportGrantOrContributionPurposeTxt
Amt$3,585,754Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,585,754TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$110ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$437ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISC INCREASESDesc
Exclusion$287ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$834ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$834TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonMaximus IncContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11600 TYSONS BOULEVARD Suite 1400 -AddressLine1Txt
CityMcLeanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,622,238TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$2Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$3,291RevenueAndExpensesPerBooksAmt
Net Investment Income$3,291NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Revenue And Expenses Per Books$287RevenueAndExpensesPerBooksAmt

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