THE ALBERT AND LINDA ROSECAN CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ALBERT AND LINDA ROSECAN CHARITABLE FOUNDATION (EIN 75-3177240)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202501329349103715
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T16:26:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 753177240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALBERT AND LINDA ROSECAN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 7032888100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8484 WESTPARK DRIVE 620 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER D RHODERICK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7032888100 | PhoneNum |
| Signature | 2025-05-12 | 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 | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817445 | PhoneNum |
| 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 | $23,365,774 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $81,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,364,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,419,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,364,483 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,453,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,453,039 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,461 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $804,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $804,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $820,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $804,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,632,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,452,859 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $295,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,982,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,982,861 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $293,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $238,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,382,913 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $588,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,221,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,365,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $588,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,221,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $588,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,221,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,221,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $588,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,632,398 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,221,156 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,221,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $7,419,331 | GrossSalesPriceAmt |
| Cost Or Other Basis | $54,848 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,364,483 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,364,483 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,364,483 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $103,595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $103,595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $103,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,732 | 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 | $8,732 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $94,863 | 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 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 7032888100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8484 WESTPARL DRIVE SUITE 620 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA ROSECAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8484 WESTPARK DRIVE SUITE 620 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $17,474,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,103,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,577,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,577,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $293,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,284,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $964,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $964,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103,595 | TotalTaxAmt |
| Distributable Before Adj | $860,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $860,615 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $860,615 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $804,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $804,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $860,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $15,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,681 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $804,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $804,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,681 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,681 | 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 | $40,934 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| MICHAEL J FOX FOUNDATION | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | CHARITABLE | $50,000 | |
| ST ANNS CENTER FOR WOMAN AND CHILDREN | |||||||
| 4901 EASTERN AVENUE | HYATTSVILLE | MD | 20782 | PC | CHARITABLE - COMMITTED TO LIFTING VULNERABLE CHILDREN, MOTHERS AND FAMILIES OUT OF POVERTY AND HOMELESSNESS. OUR INNOVATIVE HOUSING AND SUPPORT PROGRAMS BUILD UPON A FAMILY'S INHERENT STRENGTHS BY PROVIDING THE TOOLS FOR LIFE-LONG INDEPENDENCE AND SELF-SUFFICIENCY | $25,000 | |
| IGNATIAN VOLUNTEERS CORPS | |||||||
| 112 E MADISON ST SUITE 300 | BALTIMORE | MD | 21202 | PC | CHARITABLE - THE IGNATIAN VOLUNTEER CORPS (IVC) PROVIDES MATURE MEN AND WOMEN THE OPPORTUNITY TO SERVE THE NEEDS OF PEOPLE WHO ARE POOR, TO WORK FOR A MORE JUST SOCIETY, AND TO GROW DEEPER IN CHRISTIAN FAITH BY REFLECTING AND PRAYING IN THE IGNATIAN TRADITION. | $30,000 | |
| CAMPHILL VILLAGE - HUDSON | |||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | PC | CHARITABLE - INDEPENDENT HOUSING FOR PEOPLE WITH DISABILITIES | $25,000 | |
| CAMPHILL VILLAGE - GHENT | |||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | PC | CHARITABLE - DEVELOPMENTALLY DISABLED SERVICE CENTER | $35,000 | |
| CAMPHILL VILLAGE - COPAKE | |||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | PC | CHARITABLE - DEVELOPMENTALLY DISABLED SERVICE CENTER | $50,000 | |
| JULIAN'S KIDS | |||||||
| 10796 CASTLE OAK DRIVE | BOYNTON BEACH | FL | 33473 | PC | CHARITABLE - PROVIDE ASSISTANCE WITH FOOD, CLOTHING, SHELTER AND EDUCATION TO ABUSED, ABANDONED AND NEGLECTED CHILDREN. | $5,000 | |
| LANGLEY RESIDENTIAL SUPPORT SE | |||||||
| 2070 CHAIN BRIDGE ROAD NO G55 | VIENNAL | VA | 22182 | PC | CHARITABLE | $20,000 | |
| ARC OF DC | |||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | PC | THE ARC OF DC PROMOTES AND PROTECTS THE HUMAN RIGHTS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND ACTIVELY SUPPORTS THEIR FULL INCLUSION AND PARTICIPATION IN THE COMMUNITY. | $5,000 | |
| BOYS AND GIRLS CLUBS OF GREATER WASHINGTON | |||||||
| DEVELOPMENT DEPARTMENT HEADQUARTERS | WASHINGTON | DC | 20019 | PC | CHARITABLE - THE MISSION OF BOYS & GIRLS CLUBS OF GREATER WASHINGTON IS TO HELP BOYS AND GIRLS OF ALL BACKGROUNDS, ESPECIALLY THOSE WHO NEED US MOST, BUILD CONFIDENCE, DEVELOP CHARACTER AND ACQUIRE THE SKILLS NEEDED TO BECOME PRODUCTIVE, CIVIC-MINDED, RESPONSIBLE ADULTS. | $30,000 | 4103 BENNING ROAD NE |
| KENNEDY CENTER INTERNATIONAL COMMITTEE OF THE ARTS | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | PC | CHARITABLE - ARTS, CULTURE AND HUMANITIES PERFORMING ARTS | $55,000 | |
| PARKINSON'S FOUNDATION OF NATL CAPITAL AREA | |||||||
| 3570 OLNEY LAYTONSVILLE RD 490 | OLNEY | MD | 20830 | PC | CHARITABLE | $60,000 | |
| ST JUDE'S CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE | $25,000 | |
| FT MCKENNA CENTER | |||||||
| 19 I ST NW | WASHINGTON | DC | 20001 | PC | CHARITABLE | $5,000 | |
| CHILDREN'S NATIONAL HOSPITAL | |||||||
| 11 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | CHARITABLE | $10,000 | |
| OPERATION SMILE | |||||||
| 100 N CHARLES ST | BALTIMORE | MD | 21201 | PC | CHARITABLE | $5,000 | |
| CHESTNUT HILL COLLEGE | |||||||
| 9601 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | PC | CHARITABLE | $10,000 | |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | PC | CHARITABLE | $7,500 | |
| HOLTON ARMS | |||||||
| 7303 RIVER RD | BETHESDA | MD | 20817 | PC | CHARITABLE | $7,500 | |
| SOME | |||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | PC | CHARITABLE | $2,500 | |
| HOPE FOR HENRY | |||||||
| 2440 WISCONSIN AVE NW SUITE 201 | WASHINGTON | DC | 20007 | PC | CHARITABLE | $2,500 | |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 230 EAST OHIO STREET SUITE 500 | CHICAGO | IL | 60611 | PC | CHARITABLE | $30,000 | |
| HOMEWARD TRAILS | |||||||
| 11116 FAIRFAX STATION RD | FAIRFAX STATION | VA | 22039 | PC | CHARITABLE | $2,000 | |
| THE LAB SCHOOL | |||||||
| 4759 RESERVOIR RD NW | WASHINGTON | DC | 20007 | PC | CHARITABLE | $5,000 | |
| LITTLE SISTERS OF THE POOR | |||||||
| 4200 HAREWOOD RD NE | WASHINGTON | DC | 20017 | PC | CHARITABLE | $3,000 | |
| WETA | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | CHARITABLE | $7,000 | |
| NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DR 100 | ARLINGTON | VA | 22203 | PC | CHARITABLE | $3,000 | |
| UNICEF | |||||||
| 775 K ST NW 360 | WASHINGTON | DC | 20006 | PC | CHARITABLE | $5,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | CHARITABLE | $5,000 | |
| DAVIS PHINNEY FOUNDATION | |||||||
| 357 MCCASLIN BLVD SUITE 105 | LOUISVILLE | CO | 80027 | PC | CHARITABLE | $10,000 | |
| GUIDE DOG FOUNDATION FOR THE BLIND | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | CHARITABLE | $10,000 | |
| HOLY TRINITY CATHOLIC CHURCH | |||||||
| 3513 N ST NW | WASHINGTON | DC | 20007 | PC | CHARITABLE | $25,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 655 15TH ST NW SUITE 500 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $20,000 | |
| AMERICA'S VET DOGS | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | CHARITABLE | $10,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 1150 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | CHARITABLE | $2,500 | |
| ARC OF N VIRGINIA | |||||||
| 3060 WILLIAMS DR SUITE 300 | FAIRFAX | VA | 22031 | PC | CHARITABLE | $5,000 | |
| AUTISM SOCIETY AMERICA | |||||||
| 6110 EXECUTIVE BLVD STE 305 | ROCKVILLE | MD | 20852 | PC | CHARITABLE | $5,000 | |
| AUTISM SPEAKS | |||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | PC | CHARITABLE | $2,500 | |
| BREAD FOR THE CITY | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | PC | CHARITABLE | $2,000 | |
| CAMP SEA GULL | |||||||
| 801 CORPORATE CENTER DR | RALEIGH | NC | 27607 | PC | CHARITABLE | $5,000 | |
| CAMP SEA GULL SEAFARER | |||||||
| 218 SEA GULL LANDING | ARAPAHOW | NC | 28510 | PC | CHARITABLE | $3,000 | |
| CATHOLIC RELIEF | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | CHARITABLE | $5,000 | |
| CHO INC | |||||||
| 1220 BROADWAY STE 404 | NEW YORK | NY | 10001 | PC | CHARITABLE - TO PROVIDE SIMPLE, LOVING CHARITY TO THOSE IN NEED OF GOODS AND SERVICES THEY WERE UNABLE TO PROVIDE FOR THEMSELVES OR OBTAIN FROM GOVERNMENT SOCIAL | $1,000 | |
| COVENANT HOME | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | PC | CHARITABLE | $5,000 | |
| DC YOUTH ORCHESTRA | |||||||
| 7010 PINEY BRANCH RD NW | WASHINGTON | DC | 20012 | PC | CHARITABLE | $5,000 | |
| DISABLE AM VETS | |||||||
| 4647 FORBES BOULEVARD | LANHAM | MD | 20706 | PC | CHARITABLE | $15,000 | |
| FISHERS HOUSE FOUNDATION | |||||||
| 2300 TWINBROOK PARKWAY | ROCKVILLE | MD | 20852 | PC | CHARITABLE | $15,000 | |
| FOUR A CHANCE | |||||||
| 3160 SW 118TH CT | MIAMI | FL | 33175 | PC | CHARITABLE | $25,000 | |
| FRIENDS OF THE NATIONAL ARBORETUM | |||||||
| 3501 NEW YORK AVE NE | WASHINGTON | DC | 20002 | PC | CHARITABLE | $5,000 | |
| GEORGETOWN UNIVERSITY MEDICAL CENTER | |||||||
| 4000 RESERVOIR ROAD | WASHINGTON | DC | 20057 | PC | CHARITABLE | $5,000 | |
| HABITAT FOR HUMANITY | |||||||
| 285 PEACHTREE CENTER AVE NE | ATLANTA | GA | 30303 | PC | CHARITABLE | $5,000 | |
| HUMANE SOCIETY OF FAIRFAX | |||||||
| 4057 CHAIN BRIDGE RD | FAIRFAX | VA | 22030 | PC | CHARITABLE | $2,000 | |
| MAKE A WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVENUE | PHOENIX | AZ | 85016 | PC | CHARITABLE | $20,000 | |
| MEALS ON WHEELS | |||||||
| 5240 WESTOVER ROAD | ARLINGTON | VA | 22203 | PC | CHARITABLE | $2,500 | |
| RODHAM INSTITUTE | |||||||
| 2150 PENNSYLVANIA AVE | WASHINGTON | DC | 20037 | PC | CHARITABLE | $10,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | CHARITABLE | $3,000 | |
| SEEING EYE | |||||||
| 1 SEEING EYE WAY | MORRISTOWN | NJ | 07960 | PC | CHARITABLE | $10,000 | |
| SPECIAL OLYMPICS | |||||||
| 133 19TH STREET NW | WASHINGTON | DC | 20036 | PC | CHARITABLE | $3,000 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 78380 | PC | CHARITABLE | $5,000 | |
| TAIL WAGS | |||||||
| PO BOX 40718 | WASHINGTON | DC | 20016 | PC | CHARITABLE | $5,000 | |
| UNION FUND COLLEGE | |||||||
| 807 UNION STREET SCHENECTADY | NEW YORK | NY | 12308 | PC | CHARITABLE | $7,500 | |
| US HOLOCAUST MEMORIAL | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | CHARITABLE | $5,000 | |
| THE WASHINGTON DC MIDDLE SCHOOLS FOR GIRLS | |||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | PC | CHARITABLE - OUR MISSION IS TO OFFER A SOLID AND HOLISTIC EDUCATION IN THE CATHOLIC EDUCATIONAL TRADITION, FEATURING INTELLECTUAL CHALLENGE, RESPECT FOR DIVERSITY, AND SUPPORT FOR THE SPIRITUAL, SOCIAL AND EMOTIONAL GROWTH OF EACH STUDENT. | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $804,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,866 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,690 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,364,483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,453,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,453,039 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NVDIA | $104,320 | $16,282,663 |
| INTEL | $133,975 | $100,250 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $180 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $16,461 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments