SPM FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPM FOUNDATION INC (EIN 52-2038980)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202501269349100600
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T00:06:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521035214 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 KING FARM BOULEVARD SUITE 610 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522038980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPM FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SHEETS SMITH WEALTH MANAGEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPMF | BusinessNameControlTxt |
| Phone | 3367652020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 CLUB OAKS COURT 200 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS MCDANIEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3367652020 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OLIVIA A HUTTON CPA | PreparerPersonNm |
| PTIN | P00964688 | PTIN |
| Phone | 3019173040 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,123,251 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $165,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,517 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $39,371 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $39,371 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $39,371 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $918,102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,004,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $918,102 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,622,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,122,990 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $43,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $43,800 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,204 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95,844 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,198 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,198 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,957 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $253,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $936,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $936,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,189,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $936,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $433,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $869,987 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $598,705 | CashBOYAmt |
| Cash EOY | $259,445 | CashEOYAmt |
| Cash EOYFMV | $259,445 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,481,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,352,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,352,610 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $262,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $393,120 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $393,120 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $828,354 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $318,076 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $318,076 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,800,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,800,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,800,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,971,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,123,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,123,251 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,971,639 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,123,251 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,971,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,123,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,971,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,123,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,971,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $433,987 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,405,626 | SubtotalAmt |
| Other Decreases | $282,375 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,123,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US BANK #19-5258 | P | $2,063,519 | $1,995,869 | $67,650 | $67,650 |
| US BANK #19-5258 | P | $1,008,936 | $590,544 | $418,392 | $418,392 |
| WINSTON CAPITAL MANAGEMENT | P | $932,060 | $500,000 | $432,060 | $432,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $918,102 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,560 | 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 | $2,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,533 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 | SHEETS SMITH WEALTH MANAGEMENT | IndividualWithBooksNm |
| Phone | 3367652020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 CLUB OAKS COURT SUITE 200 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMIE SUE SCHULTE | ||||||||
| 1402 WEST 52ND STREET | INDIANAPOLIS | IN | 46228 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| DOUGLAS PULLIAM MCDANIEL | ||||||||
| 46 GRAFTON ST | CHEVY CHASE | MD | 20815 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARGARET ANN GOLDSMITH | ||||||||
| 1544 FLICKER DR | WICKENBURG | AZ | 85358 | TREASURER | 0.00 | $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 | $10,759,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $500,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,260,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,260,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,091,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $554,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $554,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,093 | TotalTaxAmt |
| Distributable Before Adj | $542,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $542,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $542,496 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $936,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $936,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $542,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $504,926 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $494,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $739,325 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $503,988 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $480,348 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,723,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $936,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $542,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $393,504 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,116,980 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $504,926 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,612,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $494,889 | ExcessFromYear4Amt |
| Excess From Year3 | $739,325 | ExcessFromYear3Amt |
| Excess From Year2 | $503,988 | ExcessFromYear2Amt |
| Excess From Year1 | $480,348 | ExcessFromYear1Amt |
| Excess From Current Year | $393,504 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ALICE'S KIDS | |||||||||
| PO BOX 60 | MOUNT VERNON | VA | 22121 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| AMBASSADOR CHRISTIAN SCHOOL | |||||||||
| 1994 UNIVERSITY CITY CHURCH DR | HUNTERSVILLE | NC | 28078 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $30,000 | |||
| AMERICAN RED CROSS | |||||||||
| 441 10TH ST | INDIANAPOLIS | IN | 46202 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $6,000 | |||
| ANTIQUARIAN HISTORICAL SOCIETY | |||||||||
| PO BOX 125 | CULVER | IN | 46511 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| ART LEAGUE OF OCEAN CITY | |||||||||
| 502 94TH ST | OCEAN CITY | MD | 21842 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $500 | |||
| ATLANIC CLASSICAL ORCHESTRA | |||||||||
| 425 AVENUE A STE 301 | FORT PIERCE | FL | 34950 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| AVALON THEATER PROJECT | |||||||||
| 5612 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| BCC RESCUE SQUAD | |||||||||
| PO BOX 342360 | BETHESDA | MD | 20827 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| BEEBE MEDICAL FOUNDATION | |||||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| BETHANY BEACH VFD | |||||||||
| PO BOX 950 | BETHANY BEACH | DE | 19930 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| BETHESDA CARES | |||||||||
| 7728 WOODMONT AVE | BETHESDA | MD | 20814 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| BIG BROTHERSBIG SISTERS | |||||||||
| 1433 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $20,000 | |||
| BISHOP WALKER SCHOOL FOR BOYS | |||||||||
| 1801 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,500 | |||
| BLESSED SACRAMENT CHURCH | |||||||||
| 3630 QUESADA ST NW | WASHINGTON | DC | 20015 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| BRAILLE INSTITUTE | |||||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,500 | |||
| CANCER SUPPORT COMMUNITY | |||||||||
| 2302 MARTIN LUTHER KING AVE | WASHINGTON | DC | 20020 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| CAPITAL AREA FOOD BANK | |||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| CARINGMATTERS | |||||||||
| 518 S FREDERICK AVE | GAITHERSBURG | MD | 20877 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| CATHOLIC CHARITIES | |||||||||
| 924 G ST NW | WASHINGTON | DC | 20001 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $20,500 | |||
| CENTRAL UNION MISSION | |||||||||
| 65 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| CHESAPEAKE BAY FOUNDATION | |||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| CHEVY CHASE AT HOME | |||||||||
| PO BOX 15102 | CHEVY CHASE | MD | 20825 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| CHEVY CHASE HISTORICAL | |||||||||
| 8401 CONNECTICUT AVE | CHEVY CHASE | MD | 20815 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $500 | |||
| CHILDREN'S INN AT NIH | |||||||||
| 7 WEST DR | BETHESDA | MD | 20814 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $8,500 | |||
| CHILDREN'S MUSEUM OF INDIANAPOLIS | |||||||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| CHILDREN'S NATIONAL HOSPITAL FOUNDATION | |||||||||
| 1 INVENTA PLACE | SILVER SPRING | MD | 20910 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| CHRIST CHILD SOCIETY | |||||||||
| 6110 EXECUTIVE BLVD STE 504 | ROCKVILLE | MD | 20852 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| CLUB FOUNDATION | |||||||||
| 8500 RIVER RD | BETHESDA | MD | 20817 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| COAST GUARD FOUNDATION | |||||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| COLLEGE TRACKS | |||||||||
| 8737 COLESVILLE ROAD SUITE 1010 | SILVER SPRING | MD | 20910 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| CULVER COMMUNITY CHRISTMAS BASKET | |||||||||
| 424 FOREST PL | CULVER | IN | 46511 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| DAUGHTERS OF CHARITY | |||||||||
| 4330 OLIVE STREET | ST LOUIS | MO | 631082622 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| DEPAUW UNIVERSITY | |||||||||
| PO BOX 37 | INDIANAPOLIS | IN | 46135 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $15,000 | |||
| DRESS FOR SUCCESS | |||||||||
| 850 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $10,000 | |||
| FAIRBANKS HOSPITAL | |||||||||
| 8102 CLEARVISTA PKWY | INDIANAPOLIS | IN | 46256 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| FISHER HOUSE FOUNDATION | |||||||||
| PO BOX 2229 | ROCKVILLE | MD | 20847 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| GEORGETOWN VISITATION | |||||||||
| 1524 THIRTY-FIFTH ST NW | WASHINGTON | DC | 20007 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,500 | |||
| GLOWMEDIA | |||||||||
| 2712 35TH PLACE NW | WASHINGTON | DC | 20007 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| GOODWILL OF CENTRAL INDIANA | |||||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $20,000 | |||
| GW HEART & VASCULAR INSTITUTE | |||||||||
| 2150 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| HABITAT FOR HUMANITY MD | |||||||||
| 8380 COLESVILLE RD | SILVER SPRING | MD | 20910 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| HOLY CROSS CATHOLIC CHURCH | |||||||||
| 500 IRIS LN | VERO BEACH | FL | 32963 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| HOLY REDEEMER CHURCH | |||||||||
| 9705 SUMMIT AVE | KENSINGTON | MD | 20895 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| HOPE CONNECTIONS FOR CANCER SUPPORT | |||||||||
| 10100 LAUREATE WAY | BETHESDA | MD | 20814 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| HOUSE OF HOPE MARYLAND | |||||||||
| 14500 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20904 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| HOUSE OF RUTH | |||||||||
| 5 THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| IMPACT 100 | |||||||||
| PO BOX 40531 | INDIANAPOLIS | IN | 46240 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $10,000 | |||
| INDIAN RIVER HABITAT FOR HUMANITY | |||||||||
| 4568 N US HWY 1 | VERO BEACH | FL | 32967 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $26,000 | |||
| INDIANAPOLIS SUZUKI ACADEMY | |||||||||
| 3959 CENTRAL AVE | INDIANAPOLIS | IN | 46205 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| INDIANAPOLIS SYMPHONY | |||||||||
| 32 E WASHINGTON ST SUITE 600 | INDIANAPOLIS | IN | 46204 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| INDIANAPOLIS ZOO | |||||||||
| 1200 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $10,000 | |||
| INTERFAITH WORKS | |||||||||
| 114 W MONTGOMERY AVE | ROCKVILLE | MD | 20850 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,000 | |||
| JUBILEE ASSOCIATION OF MARYLAND | |||||||||
| 10408 MONTGOMERY AVE | KENSINGTON | MD | 20895 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,000 | |||
| KAMUKAMA FOUNDATION | |||||||||
| PO BOX 5929 | AUSTIN | TX | 78763 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,500 | |||
| KIDS IN NEED DISTRIBUTORS | |||||||||
| 6917 ARLINGTON BLVD | BETHESDA | MD | 20814 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| LAKE MAX ENVIRONMENTAL COUNCIL | |||||||||
| 116 N MAIN ST | CULVER | IN | 46511 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $15,000 | |||
| LEVELING THE PLAYING FIELD | |||||||||
| 9170 BROOKVILLE RD | SILVER SPRING | MD | 20910 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| LIFELINE CONNECT | |||||||||
| PO BOX 3332 | URBANA | IL | 61803 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $50,000 | |||
| LITTLE FLOWER CHURCH | |||||||||
| 5607 MASSACHUSETTS AVE | BETHESDA | MD | 20816 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| LITTLE SISTERS OF THE POOR | |||||||||
| 4200 HAREWOOD RD NE | WASHINGTON | DC | 20017 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,500 | |||
| MADISON HOUSE AUTISM FOUNDATION | |||||||||
| 611 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| MAKIAH'S HOPE FOUNDATION | |||||||||
| 1 WEST PINE CT | ST LOUIS | MO | 63108 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $118,000 | |||
| MANNA FOOD CENTER | |||||||||
| 12301 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| MARINE CORPS ASSOCIATION FOUNDATION | |||||||||
| 715 BROADWAY ST | QUANTICO | VA | 22134 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| MARTHA'S TABLE | |||||||||
| 2375 ELVANS RD SE | WASHINGTON | DC | 20020 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| MATER DEI SCHOOL | |||||||||
| 9600 SEVEN LOCKS RD | BETHESDA | MD | 20817 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| MCKEE GARDENS | |||||||||
| 350 US HGY 1 | VERO BEACH | FL | 32962 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| MD ANDERSON CANCER CENTER | |||||||||
| PO BOX 301439 | HOUSTON | TX | 77230 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| MERCY HEALTH CLINIC | |||||||||
| 7 METROPOLITAN CT | GAITHERSBURG | MD | 20878 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| MONSIGNOR SMYTH FUND | |||||||||
| 3630 QUESADA ST NW | WASHINGTON | DC | 20015 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| MONTGOMERY COUNTY COALITION FOR HOMELESS | |||||||||
| 405 E GUDE DR | ROCKVILLE | MD | 20850 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $500 | |||
| MONTGOMERY COUNTY HUMANE SOCIETY | |||||||||
| 601 S STONESTREET AVE | ROCKVILLE | MD | 20850 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,500 | |||
| MOORINGS EDUCATIONAL FUND | |||||||||
| 100 HARBOUR DR | VERO BEACH | FL | 32963 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $7,000 | |||
| MY 180 YOUTH PROGRAM | |||||||||
| 1428 WARREN ST | ST LOUIS | MO | 63106 | SEC 501(C)(3) EXEMPT | SUPORT SERVICES | $40,000 | |||
| NATIONAL CENTER FOR CHILDREN AND FAMILIES | |||||||||
| 6301 GREENTREE RD | BETHESDA | MD | 20817 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,500 | |||
| NORTHMINSTER PRESBYTERIAN CHURCH | |||||||||
| 1660 KESSLER BLVD EAST DR | INDIANAPOLIS | IN | 46220 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| OCEAN CITY ART LEAGUE | |||||||||
| 502 94TH STREET | OCEAN CITY | MD | 21842 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| OPEN ARMS HOME FOR CHILDREN | |||||||||
| PO BOX 2198 | LITCHFIELD PARK | AZ | 85340 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| OPERATION HOMEFRONT | |||||||||
| 1600 WILSON BLVD | ARLINGTON | VA | 22209 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,000 | |||
| OPERATION SECOND CHANCE | |||||||||
| 20251 CENTURY BLVD | GERMANTOWN | MD | 20874 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $500 | |||
| OPERATION SMILE | |||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| OUR HOUSE | |||||||||
| 19715 ZION RD | BROOKEVILLE | MD | 20837 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| PLAYTIME PROJECT | |||||||||
| 1525 NEWTON STREET NW | WASHINGTON | DC | 20010 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| POOR ROBERTS MISSION | |||||||||
| 9436 TOBIN CIRCLE | POTOMAC | MD | 20854 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| RAINBOW PLACE SHELTER | |||||||||
| 215 W MONTGOMERY AVE | ROCKVILLE | MD | 20850 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $500 | |||
| RED WIGGLER FARM FOUNDATION | |||||||||
| 23400 RIDGE RD | GERMANTOWN | MD | 20876 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| REHOBETH ART LEAGUE | |||||||||
| 12 DODDS LANE | REHOBOTH BEACH | DE | 19971 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| RILEY CHILDREN'S FOUNDATION | |||||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $50,000 | |||
| ROCK CREEK CONSERVANCY | |||||||||
| 7200 WISCONSIN AVE | BETHESDA | MD | 20814 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| RONALD MCDONALD HOUSE OF DC | |||||||||
| 3727 14TH ST NE | WASHINGTON | DC | 20017 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| ROUNDHOUSE THEATER | |||||||||
| 4545 EAST WEST HWY | BETHESDA | MD | 20814 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| SALVATION ARMY | |||||||||
| PO BOX 3570 | WASHINGTON | DC | 20027 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| SECOND CHANCE WILDLIFE RESCUE | |||||||||
| 7101 BARCELLONA DR | GAITHERSBURG | MD | 20879 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| SEEC | |||||||||
| 1300 SPRING STREET SUITE 400 | SILVER SPRING | MD | 20910 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| SEEING EYE | |||||||||
| 1 SEEING EYE WAY | MORRISTOWN | NJ | 07962 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| SHEPHERD'S FOUNDATION | |||||||||
| PO BOX 50 | KENSINGTON | MD | 20895 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| SHEPHERD'S TABLE | |||||||||
| PO BOX 50 | KENSINGTON | MD | 20895 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| SHREWSBURY PARISH CHURCH | |||||||||
| 12824 SHREWSBURY CHURCH RD | KENNEDYVILLE | MD | 21645 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| SPECIAL OLYMPICS MD | |||||||||
| PO BOX 2157 | BALTIMORE | MD | 21203 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,500 | |||
| ST ANN'S CENTER FOR CHILDREN | |||||||||
| 4901 EASTERN AVE | HYATTSVILLE | MD | 20782 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $29,000 | |||
| ST COLETTA OF GREATER WASHINGTON | |||||||||
| 1901 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| ST JOSEPH'S HOUSE | |||||||||
| 1505 CODY DR | SILVER SPRING | MD | 20902 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,500 | |||
| ST PAUL'S EPISCOPAL CHURCH | |||||||||
| 6050 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| STAR OF HOPE | |||||||||
| PO BOX 427 | ELLINWOOD | KS | 67526 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| STEPPING STONE SHELTER | |||||||||
| 1070 COPPERSTONE CT | ROCKVILLE | MD | 20852 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| SUNFLOWER BAKERY | |||||||||
| 5951 HALPINE RD | ROCKVILLE | MD | 20851 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,500 | |||
| SYCAMORE SCHOOL | |||||||||
| 1750 W 64TH ST | INDIANAPOLIS | IN | 46260 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $20,000 | |||
| TED EVANS MUSIC THERAPY FUND | |||||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| THE SOURCE | |||||||||
| PO BOX 2458 | VERO BEACH | FL | 32961 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| TRI-STATE BIRD RESCUE | |||||||||
| 170 POSSUM HOLLOW RD | NEWARK | DE | 19711 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| TUNNEL TO TOWERS | |||||||||
| PO BOX 70719 | PHILADELPHIA | PA | 19176 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $7,000 | |||
| UNITED AGAINST POVERTY | |||||||||
| 1400 27TH ST | VERO BEACH | FL | 32960 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $25,000 | |||
| VERO ART MUSEUM | |||||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| VNA & HOSPICE FOUNDATION | |||||||||
| 920 37TH PL STE 101 | VERO BEACH | FL | 32960 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| WASHINGTON JESUIT ACADEMY | |||||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $6,000 | |||
| WASHINGTON SCHOOL FOR GIRLS | |||||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,500 | |||
| WASHINGTON TOWNSHIP SCHOOLS FOUNDATION | |||||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| WIDER CIRCLE | |||||||||
| 10325 KENSINGTON PKWY STE 70 | KENSINGTON | MD | 20895 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,000 | |||
| WOMEN FOR RILEY | |||||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $10,000 | |||
| WOMEN'S CARE CENTER | |||||||||
| 360 N NOTRE DAME AVE | SOUTH BEND | IN | 46617 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $10,000 | |||
| WOUNDED WARRIOR PROJECT | |||||||||
| PO BOX 758514 | TOPEKA | KS | 66675 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| YELLOW RIBBON FUND | |||||||||
| PO BOX 41048 | BETHESDA | MD | 20824 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,000 | |||
| YOUTH ART OF HEALING | |||||||||
| PO BOX 30183 | BETHESDA | MD | 20824 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $4,000 | |||
| AMERICAN PIANIST ASSOCIATION | |||||||||
| 4603 CLAREDON RD SUITE 030 | INDIANAPOLIS | IN | 46208 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| APPALACHIAN CHILDRENS FUND | |||||||||
| 5 DEPOT STREET | ATHENS | OH | 45701 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| ARC OF MONTGOMERY COUNTY | |||||||||
| 7362 CALHOUN PLACE | ROCKVILLE | MD | 20855 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| BEEBE HEALTHCARE | |||||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| DOG INC | |||||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| ELIJAH STREAMS | |||||||||
| 525 2ND AVE SW SUITE 629 | ALBANY | OR | 97321 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $15,000 | |||
| FRIENDS OF THE FARM | |||||||||
| 1224 MCCORMICK RD | MECHANICSBURG | PA | 17055 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $500 | |||
| FOLDS OF HONOR | |||||||||
| 5971 N PATRIOT DRIVE | OWASSO | OK | 74055 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| HUMANE SOCIETY OF WICKENSBURG | |||||||||
| 4000 INDUSTRIAL RD | WICKENSBURG | AZ | 85390 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $10,000 | |||
| INDIANA UNITED METHODIST CHILDRENS | |||||||||
| 515 W CAMP STREET | LEBANON | IN | 46052 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| JULIE GREEN MINISTRIES | |||||||||
| 4620 E 53RD ST SUITE 200 | DAVENPORT | IA | 52807 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| LIGHTS OUT DC | |||||||||
| 15 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| LITTLE ANGEL GOWNS | |||||||||
| 144 CAREY DR | NOBLESVILLE | IN | 46060 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $10,000 | |||
| MERCY SHIPS | |||||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| NAMI MONTGOMERY COUNTY | |||||||||
| 1 RESEARCH COURT SUITE 315 | ROCKVILLE | MD | 20850 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $3,000 | |||
| NATHAN FRENCH MINISTRIES | |||||||||
| PO BOX 1832 | GIG HARBOR | WA | 98335 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| NVA & HOSPICE FOUNDATION | |||||||||
| 920 37TH PL 101 | VERO BEACH | FL | 32960 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| RIVERSIDE THEATRE | |||||||||
| 3250 RIVERSIDE PARK R | VERO BEACH | FL | 32963 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $500 | |||
| SAVE OUR BEACH VIEW | |||||||||
| BETHANY BEACH | BETHANY BEACH | DE | 19330 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| SOUTHEASTERN COASTAL VILLAGE VOLUNTEER | |||||||||
| PO BOX 1453 | BETHANY BEACH | DE | 19930 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| TIMOTHY DIXON MINISTRIES | |||||||||
| PO BOX 417 | MIDLAND CITY | AL | 36350 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| TUNNELS 2 TOWERS | |||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| VERO BEACH MUSEUM OF ART | |||||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| VICTORY HOUSING | |||||||||
| 6001 EXECUTIVE BLVD SUITE 300 | ROCKVILLE | MD | 20852 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,000 | |||
| VFW POST | |||||||||
| 211 N FREDERICK AVE K | GAITHERSBURG | MD | 20877 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| COMMUNITY FOUNDATION OF FREDERICK | |||||||||
| 312 E CHURCH ST | FREDERICK | MD | 21701 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| LIVING FAITH INTERNATIONAL | |||||||||
| SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $25,000 | 166 RHAPTA ROAD | NAIROBI | KE | ||||
| LORD OF HOST CHURCH | |||||||||
| 5351 S 139TH ST | OMAHA | NE | 68137 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $5,000 | |||
| MANUAL JOHNSON MINISTRIES | |||||||||
| 2632 WILSHIRE BLVD SUITE 642 | SANTA MONICA | CA | 90403 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,500 | |||
| MARINE TOYS FOR TOTS FOUNDATION | |||||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $1,500 | |||
| PEACEFUL VALLEY DONKEY RESCUE | |||||||||
| PO BOX 216 | MILES | TX | 76861 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| BETHESDA FIRE DEPT | |||||||||
| 6600 WISCONSIN AVENUE | CHEVY CHASE | MD | 20815 | SEC 501(C)(3) EXEMPT | SUPPORT SERVICES | $2,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $936,000 | 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 | $165,517 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $39,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $918,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,122,990 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,122,990 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SUZANNE P MURPHY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 BURDETTE RD E512 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $26,000 | Amt |
| Net Investment Income | $26,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SPDR INTERMED TERM CORP BOND | BondNm |
| EOY Book Value | $393,120 | EOYBookValueAmt |
| EOYFMV | $393,120 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 ETF | $2,649,060 | $2,649,060 |
| SCHWAB FUNDAMENTAL US LARGE CO | $106,560 | $106,560 |
| SPDR PORTFOLIO SP 1500 | $107,145 | $107,145 |
| VANECK VECTORS PREF SECS | $129,375 | $129,375 |
| SPDR PORTFOLIO HIGH YIELD BOND ETF | $176,025 | $176,025 |
| VIRTUS SEIX SENIOR LOAN ETF | $179,475 | $179,475 |
| WISDOMTREE US QUALITY DIVIDEND | $121,395 | $121,395 |
| SPDR PORTFOLIO DEVELOPED WLD EX US | $511,950 | $511,950 |
| PGIM EFT ULTRA SHORT | $371,625 | $371,625 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONROE CAPITAL INCOME PLUS CORP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $318,076 | BookValueAmt |
| EOYFMV | $318,076 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE INVESTMENT | Desc |
| BOY Book Value | $5,800,000 | BOYBookValueAmt |
| EOY Book Value | $5,800,000 | EOYBookValueAmt |
| EOYFMV | $5,800,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $282,375 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LANDSCAPING | $9,765 | $9,765 | $0 |
| INSURANCE | $4,635 | $4,635 | $0 |
| OTHER REAL ESTATE EXPENSES | $38,557 | $38,557 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSEL FEES | $16,177 | $16,177 | $0 |
| OTHER ADMINISTRATIVE COSTS | $1,027 | $1,027 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $68,898 | $68,898 | $0 |
| TAXES | $26,946 | $26,946 | $0 |
Comments