SUSAN LYNDE DUVAL PHIPPS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUSAN LYNDE DUVAL PHIPPS FOUNDATION INC (EIN 54-2015359)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349103428
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:03:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 KIDWELL DRIVE SUITE 200 | AddressLine1Txt |
| City | TYSONS CORNER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542015359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN LYNDE DUVAL PHIPPS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
| Phone | 7035325400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1214 BUCHANAN STREET | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL DUVAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7035325400 | PhoneNum |
| Signature | 2024-11-14 | 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 | MARNETTE MYERS | PreparerPersonNm |
| PTIN | P00853724 | PTIN |
| Phone | 7038210702 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,474,705 | 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 | $4,613,136 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,405 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $548,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,986,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $548,250 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,203 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,203 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,304,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $656,853 | 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 |
| Taxes Rev And Expnss | $609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $609 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,860 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,846 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,109,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $614,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,920 | CashBOYAmt |
| Cash EOY | $202,793 | CashEOYAmt |
| Cash EOYFMV | $202,793 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $466,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $958,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $958,447 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $353,043 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $434,577 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $443,865 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $545,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,935,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,869,600 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,419,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,531,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,474,705 | 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 | $1,419,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,531,765 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,419,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,531,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,419,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,531,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,419,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,109,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,060 | OtherIncreasesAmt |
| Subtotal | $6,531,765 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,531,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FOLGER NOLAN SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,986,113 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,437,863 | CostOrOtherBasisAmt |
| Gain Or Loss | $548,250 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $548,250 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $548,250 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,540 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,540 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,540 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | 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 | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $6,976 | 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 | 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 | DANIEL DUVAL | IndividualWithBooksNm |
| Phone | 7035325400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1214 BUCHANAN ST | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CLAIRE GRAHAM | ||||||||
| 4956 ESKRIDGE TERRACE NW | WASHINGTON | DC | 20016 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| DANIEL H DUVAL | ||||||||
| 1214 BUCHANAN ST | MCLEAN | VA | 22101 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAREN K DUVAL | ||||||||
| 1214 BUCHANAN ST | MCLEAN | VA | 22101 | TREASURER | 0.00 | $0 | $0 | $0 |
| WILLIAM H DUVAL | ||||||||
| 12901 DWIGHT STREET | HERNDON | VA | 20171 | DIRECTOR | 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 | $5,809,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $578,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,387,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,387,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,291,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $314,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $314,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,540 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,540 | TotalTaxAmt |
| Distributable Before Adj | $306,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $306,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $306,045 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $92,075 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,347 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,485 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,475 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $20,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $92,075 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,307 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,307 | 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 | $227,813 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HORTICULTURAL SOCIETY | ||||||||
| 7931 E BOULEVARD DR | ALEXANDRIA | VA | 22308 | NONE | PC | TO SUPPORT EDUCATION ON THE CRITICAL ROLE OF PLANTS AND GARDENS IN CREATING HEALTHY LIVABLE COMMUNITIES | $5,000 | |
| ANIMAL WELFARE LEAGUE OF ARLINGTON | ||||||||
| 2650 S ARLINGTON MILL DR | ARLINGTON | VA | 22206 | NONE | PC | TO AID IN RESCUE AND REHABILITATION OF ANIMALS | $5,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | TO SUPPORT PROVISION OF MEALS TO THOSE IN NEED | $5,000 | |
| CAPITAL CARING | ||||||||
| 3180 FAIRVIEW PARK DR SUITE 500 | FALLS CHURCH | VA | 22042 | NONE | PC | TO SUUPORT HIGHEST QUALITY ADVANCED ILLNESS CARE | $10,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | TO SUPPORT AND AID IN HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| EARTH SANGHA NURSERY | ||||||||
| 6100 CLOUD DR | SPRINGFIELD | VA | 22150 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE OF ORGANIZATION | $1,000 | |
| FAIRFAX COUNTY PARK AUTHORITY FOUNDATION | ||||||||
| 12055 GOVERNMENT CENTER PKWY STE | FAIRFAX | VA | 22035 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE OF ORGANIZATION | $2,000 | 404 |
| FOOD FOR OTHERS | ||||||||
| 2938 PROSPERITY AVE | FAIRFAX | VA | 22031 | NONE | PC | TO SUPPORT PROVISION OF MEALS TO THOSE IN NEED | $2,000 | |
| FRIENDS OF FAIRFAX COUNTY ANIMAL SHELTER | ||||||||
| PO BOX 2321 | CENTREVILLE | VA | 20122 | NONE | PC | TO AID IN RESCUE AND REHABILITATION OF ANIMALS | $2,500 | |
| FRIENDS OF HISTORIC PLEASANT GROVE | ||||||||
| 8700 LEWINSVILLE RD | MCLEAN | VA | 22102 | NONE | PC | TO ASSIST IN PRESERVATION OF HISTORIC BLACK AND NATIVE AMERICAN CHURCH BUILDING AND CULTURAL EDUCATION AND DIVERSITY PROGRAMS | $1,000 | |
| FRIENDS OF THE NATIONAL ARBORETUM | ||||||||
| 3501 NEW YORK AVE NE | WASHINGTON | DC | 20002 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION MISSION OF NATIONAL ARBORETURM | $5,000 | |
| GARDEN CONSERVANCEY | ||||||||
| 20 NAZARENE WAY | GARRISON | NY | 10524 | NONE | PC | TO AID IN THE PRESERVATION OF THE AMERICAN GARDEN | $10,000 | |
| GREATER WASHINGTON COMMUNITY | ||||||||
| 1325 G STREET NW STE 480 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT CHARITALBE PURPOSE OF ORGANIZATION | $2,500 | |
| HOUSE OF RUTH | ||||||||
| 5 THOMAS CIRCLE NW 4TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE OF ORGANIZATION | $1,500 | |
| HUMANE RESCUE ALLIANCE | ||||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | NONE | PC | TO AID IN RESCUE AND REHABILITATION OF ANIMALS | $10,000 | |
| INTERNATIONAL RELIEF TEAMS | ||||||||
| 3545 CAMINO DEL RIO S SUITE A | SAN DIEGO | CA | 92108 | NONE | PC | TO SUPPORT AND AID IN HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES | $5,000 | |
| LIFT ME UP | ||||||||
| PO BOX 104 | GREAT FALLS | VA | 22066 | NONE | PC | TO SUPPORT THERAPEUTIC RIDING PROGRAM FOR CHILDREN & ADULTS WITH DISABILITIES | $5,000 | |
| MCLEAN VOLUNTEER FIRE DEPT | ||||||||
| 1455 LAUGHLIN AVE | MCLEAN | VA | 22101 | NONE | PC | TO SUPPORT EMERGENCY SERVICES IN MCLEAN | $500 | |
| NATIONAL HISTORIC TRUST | ||||||||
| 1785 MASSACHUSSETS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | TO AID IN PRESERVATION OF THE NATIONS HISTORIC PLACES | $20,000 | |
| NORTHERN VA CONSERVATION TRUST | ||||||||
| 4022 HUMMER RD | ANNANDALE | VA | 22003 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 | |
| POTOMAC CONSERVANCY | ||||||||
| 926 WAYNE AVE SUITE 540 | SILVER SPRING | MD | 20910 | NONE | PC | TO SUPPORT PROTECTION OF THE POTOMAC RIVER WATERSHED | $25,000 | |
| SMITHSONIAN ENVIRONMENTAL RELIEF RESEARCH CENTER | ||||||||
| 647 CONTEES WHARF ROAD | EDGEWATER | MD | 21037 | NONE | PC | TO SUPPORT EDUCATIONAL PROGRAMMING AND ORCHID RESEARCH | $2,500 | |
| SOME | ||||||||
| 60 O ST NW STE 450 | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT PROVISION OF MEALS TO THOSE IN NEED | $1,000 | |
| SOUTH KINGSTOWN LAND TRUST | ||||||||
| 227 ROBINSON STREET | WAKEFIELD | RI | 02879 | NONE | PC | TO SUPPORT CONSERVATION AND PROTECTION OF SOUTH KINGSTOWNS NATURAL RESOURCES | $5,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 GARRETT STREET SUITE 400 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO AID IN PROTECTION OF ENVIRONMENT AND NATURAL RESOURCES | $5,000 | |
| WOODLAWN CONSERVANCY | ||||||||
| 3700 JEROME AVE | BRONX | NY | 10467 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE OF ORGANIZATION | $1,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | TO HELP SUPPORT PROVISION OF MEALS IN RESPONSE TO HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | 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 | $44,471 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,995 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $548,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $690,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $690,919 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYN PHIPPS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1214 BUCHANAN STREET | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,613,136 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ADVANSIX, AMERICAN EXPRESS, AT&T, CHARTER COMMS, CIGNA, COLGATE, COMCAST, DISNEY, AND OTHER STOCKS | NoncashPropertyDesc |
| Fair Market Value | $4,313,136 | FairMarketValueAmt |
| Received | 2023-03-14 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $25,609 | $132,084 |
| ABBVIE INC | $28,956 | $193,713 |
| AUTOMATIC DATA PROCESSING | $14,095 | $81,540 |
| BARRICK GOLD CORP COM | $157,027 | $180,900 |
| DUKE ENERGY | $26,456 | $48,520 |
| HP INC | $19,444 | $42,126 |
| MICROSOFT CORP | $1,132,030 | $1,278,536 |
| NEWMONT CORP | $125,626 | $124,170 |
| NEXTERA ENERGY INC COM | $409,819 | $471,342 |
| PFIZER INC COM | $104,238 | $97,886 |
| SPROTT PHYSICAL GOLD TRUST | $970,924 | $1,052,230 |
| ADVANSIX INC | $4,565 | $2,996 |
| AMERICAN EXPRESS | $166,660 | $187,340 |
| AT&T | $23,811 | $22,536 |
| CHARTER COMMUNICATIONS | $3,295 | $1,943 |
| COLGATE PALMOLIVE | $62,595 | $63,768 |
| COMCAST CORP | $81,524 | $70,160 |
| DISNEY WALT CO | $75,620 | $45,145 |
| DXC TECHNOLOGY | $1,675 | $1,212 |
| EXXON MOBIL | $187,695 | $299,940 |
| GE HEALTHCARE | $7,616 | $9,665 |
| GENERAL ELECTRIC | $28,877 | $47,861 |
| HONEYWELL INTL | $415,360 | $419,420 |
| INTERNATIONAL BUSINESS MACHS | $135,604 | $183,176 |
| MEDTRONIC PLC SHS | $84,780 | $61,785 |
| MERCK & CO | $216,330 | $327,060 |
| NORTH EUROPEAN OIL | $32,913 | $19,052 |
| PEPSICO | $99,786 | $101,904 |
| PROCTER & GAMBLE | $151,925 | $146,540 |
| VANECK ETF TR GOLD MINERS | $141,093 | $155,050 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $434,577 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $443,865 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $36,894 | $36,894 | $0 |
| OFFICE EXPENSE | $246 | $0 | $0 |
| ACCOUNTING | $1,650 | $0 | $0 |
| MISCELLANEOUS | $5,070 | $4,952 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOLGER NOLAN - ROYALTY | Desc |
| Revenue And Expenses Per Books | $3,203 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,203 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR ESTIMATED FEDERAL TAX | $1,600 |
| PRIOR YEAR TAX PAYMENT | $1,460 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $609 | Amt |
| Net Investment Income | $609 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |