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W RUSSELL AND NORMA RAMSEY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
W RUSSELL AND NORMA RAMSEY FOUNDATION INC (EIN 52-1853713)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-08
IRS object ID
202501289349103550
Schema version
2023v6.0
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)
Return2025-05-08T22:38:09-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521220482PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAISER SCHERER & SCHLEGEL PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11410 SPRING HILL ROAD SUITE 400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521853713EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1W RUSSELL AND NORMA RAMSEY FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWRUSBusinessNameControlTxt
Phone7032691901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11410 SPRING HILL ROAD SUITE 400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonW RUSSELL RAMSEYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7032691901PhoneNum
Signature2025-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE Y CHENGPreparerPersonNm
PTINP00841023PTIN
Phone7038474660PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,865,155FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,792ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$137,533DividendsRevAndExpnssAmt
Dividends Net Invst Incm$137,533DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$806,837NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$897,338GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$806,837CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$957,162TotalRevAndExpnssAmt
Total Net Invst Incm$944,370TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,792AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$17,769TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$348OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,909TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$294,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$294,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$325,409TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$294,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$631,753ExcessRevenueOverExpensesAmt
Net Investment Income$944,370NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,129CashBOYAmt
Cash EOY$51,524CashEOYAmt
Cash EOYFMV$51,524CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,053,772SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,803,631SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,803,631SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$10,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$10,000USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$10,000USGovtObligationsEOYFMVAmt
Corporate Stock BOY$969,850CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Total Assets BOY$3,112,751TotalAssetsBOYAmt
Total Assets EOY$2,865,155TotalAssetsEOYAmt
Total Assets EOYFMV$2,865,155TotalAssetsEOYFMVAmt
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$3,112,751RetainedEarningBOYAmt
Retained Earning EOY$2,865,155RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,112,751TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,865,155TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,112,751TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,865,155TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,112,751TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$631,753ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,744,504SubtotalAmt
Other Decreases$879,349OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,865,155TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2014-01-29AcquiredDt
Sold2023-10-10SoldDt
Gross Sales Price$897,338GrossSalesPriceAmt
Cost Or Other Basis$90,501CostOrOtherBasisAmt
Gain Or Loss$806,837GainOrLossAmt
Gains Minus Excess Or Losses$806,837GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$806,837CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,127InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,127SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,127TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$3,873OverpaymentAmt
Applied To ES Tax$3,873AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksW RUSSELL RAMSEYIndividualWithBooksNm
Phone7032691901PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11410 SPRING HILL ROAD SUITE 400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
W RUSSELL RAMSEY
10411 NEW ASCOT DRIVEGREAT FALLSVA22066DIRECTOR0.00$0$0$0
NORMA RAMSEY
10411 NEW ASCOT DRIVEGREAT FALLSVA22066DIRECTOR0.00$0$0$0
NED S SCHERER
1410 SPRING HILL ROAD SUITE 400MCLEANVA22102DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S ONLY CHARITABLE ACTIVITY CONSISTS OF MAKING CASH CONTRIBUTIONS TO A VARIETY OF CHARITABLE ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

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$271,881AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,712,752AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,984,633TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,984,633AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,769CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,939,864NetVlNoncharitableAssetsAmt
Minimum Investment Return$146,993MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$146,993MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,127TaxBasedOnInvestmentIncomeAmt
Total Tax$13,127TotalTaxAmt
Distributable Before Adj$133,866DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$133,866DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$133,866DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$294,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$294,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$133,866DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$55,106ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$109,420ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$324,398ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$375,221ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$224,772ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,088,917TotalExcessDistributionCyovAmt
Qualifying Distributions$294,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$133,866AppliedToCurrentYearAmt
Remaining Distri From Corpus$160,634RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,249,551TotalCorpusAmt
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$55,106ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,194,445ExcessDistriCyovToNextYrAmt
Excess From Year4$109,420ExcessFromYear4Amt
Excess From Year3$324,398ExcessFromYear3Amt
Excess From Year2$375,221ExcessFromYear2Amt
Excess From Year1$224,772ExcessFromYear1Amt
Excess From Current Year$160,634ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerW RUSSELL RAMSEYContributingManagerNm
Contributing ManagerNORMA RAMSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETHESDA COMMUNITY BASEBALL CLUB
7211 EXETER ROADBETHESDAMD20814NONEPUBLIC CHARITYUNRESTRICTED$2,500
BOYS HOME OF VIRGINIA
414 BOYS HOME ROADCOVINGTONVA24426NONEPUBLIC CHARITYUNRESTRICTED$10,000
BPS FOUNDATION
1120 N TOWN CENTER SUITE 160LAS VEGASNV89144NONEPUBLIC CHARITYGEORGE WASHINGTON UNIVERSITY SUDENT-ATHLETES$10,000
COMMUNITY FOUNDATION OF JACKSON HOLE
245 E SIMPSON AVE POB 574JACKSONWY83001NONEPUBLIC CHARITYCOMMUNITY FOUNDATION OF JACKSON HOLE BEHAVIORAL HEALTH FUND$10,000
DC COLLEGE ACCESS PROGRAM
1425 K STREET NW SUITE 200WASHINGTONDC20005NONEPUBLIC CHARITYUNRESTRICTED$25,000
DON BOSCO CRISTO REY HIGH SCHOOL
1010 LARCH AVENUETAKOMA PARKMD20912NONEEDUCATIONAL ORG.DBCR SCHOLARSHIPS CAMPAIGN PLEDGE$20,000
FELLOWSHIP OF CHRISTIANS IN UNIVERSITIES & SCHOOLS INC
140 ELM STREETNEW CANAANCT06840NONEPUBLIC CHARITYUNRESTRICTED$5,000
GREAT FALLS VOLUNTEER FIRE DEPARTMENT
PO BOX 78GREAT FALLSVA22066NONEPUBLIC CHARITYUNRESTRICTED$1,000
INOVA HEALTH FOUNDATION
8095 INNOVATION PARK DRIVEFAIRFAXVA22031NONEPUBLIC CHARITYUNRESTRICTED$10,000
JOHNS HOPKINS MEDICINE
401 NORTH BROADWAY SUITE 1100BALTIMOREMD21287NONEPUBLIC CHARITYDR. DANIEL LAHERU'S RESEARCH$10,000
JTCC
5200 CAMPUS DRIVECOLLEGE PARKMD20740NONEPUBLIC CHARITYUNRESTRICTED$9,000
KAPPA DELTA FOUNDATION
3205 PLAYERS LANEMEMPHISTN38125NONEPUBLIC CHARITYUNRESTRICTED$2,000
NICHOLAS BARTON MEMORIAL FOUNDATION
PO BOX 3051CROFTONMD21114NONEPUBLIC CHARITYUNRESTRICTED$1,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401NONEPUBLIC CHARITYUNRESTRICTED$25,000
ST FRANCIS EPISCOPAL CHURCH
9220 GEORGETOWN PIKEGREAT FALLSVA22066NONEPUBLIC CHARITYALTAR GUILD$1,000
THE GEORGE WASHINGTON UNIVERSITY
PO BOX 98131WASHINGTONDC20077NONEEDUCATIONAL ORG.MEN'S BASEBALL PROGRAM$10,000
THE HELLENIC INITIATIVE
750 LEXINGTON AVE 9TH FLOORNEW YORKNY10022NONEPUBLIC CHARITYUNRESTRICTED$25,000
THE HUNTER WATSON MEMORIAL FUND
PO BOX 326MCLEANNVA22101NONEPUBLIC CHARITYUNRESTRICTED$1,000
THE POTOMAC SCHOOL
1301 POTOMAC SCHOOL ROADMCLEANVA22101NONEEDUCATIONAL ORG.2023-2024 POTOMAC FUND AND 2024 FUND A SCHOLAR PROGRAM$97,000
UNIVERSITY OF VIRGINIA
1001 EMMET STREET NORTHCHARLOTTESVILLEVA22903NONEEDUCATIONAL ORG.PARENTS FUND, UVA FUND$10,000
WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS
1645 TRAP ROADVIENNAVA22182NONEPUBLIC CHARITYUNRESTRICTED$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$294,500TotalGrantOrContriPdDurYrAmt
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$137,533ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$806,837ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$944,370ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$944,370TotalIncomeProducingActyAmt

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 PersonRUSSELL AND NORMA RAMSEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111411 NEW ASCOT DRIVEAddressLine1Txt
CityGREAT FALLSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22066ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,792TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,792Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$10,000USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$10,000USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTS IN CURRENT YEARDesc
Amt$879,349Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$40$0$0
REGISTRATION FEES$128$0$0
OFFICE SUPPLIES$180$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX PAYMENTCategoryTxt
Amt$17,769Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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