SPINAL RESEARCH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SPINAL RESEARCH FOUNDATION (EIN 55-0803996)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349104839
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:34:13-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541487262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS CARTER & BOYCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12500 FAIR LAKES CIRCLE SUITE 260 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22033 | 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 | 550803996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPINAL RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A NATIONAL SPINE HEALTH FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPIN | BusinessNameControlTxt |
| Phone | 7037665404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11800 SUNRISE VALLEY DRIVE 330 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR RITA ROY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7037665404 | 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 | CHARLES R DEPPE | PreparerPersonNm |
| PTIN | P01300682 | PTIN |
| Phone | 7032183600 | PhoneNum |
| 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) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,378,992 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,069,237 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,233 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,233 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21,233 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $69,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,583 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,583 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,282,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,886 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,234,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,702 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $90,816 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $256,086 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $30,695 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,903 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $395,159 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $47,364 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $266,801 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,366 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $33,933 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,237 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $250 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,833 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $49,833 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $577,269 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,963 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,500 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $236,806 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,366 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $32,089 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,054 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $8,054 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $110,987 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $110,987 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $122,273 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $5,781 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $100,451 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $278,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $19,203 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192,566 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,886,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $310,966 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,009,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,886,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $310,966 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,009,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$651,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,739 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,828 | CashBOYAmt |
| Cash EOY | $54,551 | CashEOYAmt |
| Cash EOYFMV | $54,551 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $290,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $622,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $622,555 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $212,980 | AcctRcvblAmt |
| Acct Rcvbl BOY | $40,120 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $212,980 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $212,980 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,719 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,728 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,728 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $3,040,091 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,076,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,076,844 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $52,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,162 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,275 | LandBOYAmt |
| Land EOY | $37,100 | LandEOYAmt |
| Land EOYFMV | $37,100 | LandEOYFMVAmt |
| Other Assets BOY | $441,964 | OtherAssetsBOYAmt |
| Other Assets EOY | $363,234 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $363,234 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,930,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,378,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,378,992 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $768,396 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $813,065 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $471,993 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $404,947 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,240,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,218,012 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,689,690 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,160,980 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,689,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,160,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,930,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,378,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,689,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$651,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $122,966 | OtherIncreasesAmt |
| Subtotal | $2,160,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,160,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $3,282,143 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,207,257 | CostOrOtherBasisAmt |
| Gain Or Loss | $74,886 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $74,886 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,886 | 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 | $2,012 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,012 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,012 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $69 | EsPenaltyAmt |
| Tax Due | $2,081 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | SPINEHEALTH.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037665404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11800 SUNRISE VALLEY DRIVE 330 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS SCHULER | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| GORDON TAYLOR | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | TREASURER | 5.00 | $0 | $0 | $0 |
| JENNIFER MARRON | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | SECRETARY | 5.00 | $0 | $0 | $0 |
| RAYMOND PUGSLEY | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | MEMBER | 5.00 | $0 | $0 | $0 |
| RITA ROY | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | CEO | 40.00 | $250,537 | $5,011 | $0 |
| BRIAN NAULT | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| ERIC MAJOR | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | MEMBER | 5.00 | $0 | $0 | $0 |
| TODD ALBERT | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | MEMBER | 5.00 | $0 | $0 | $0 |
| CHRISTOPHER GOOD | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | MEMBER | 5.00 | $0 | $0 | $0 |
| JAMIE HARVEY | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | MEMBER | 5.00 | $0 | $0 | $0 |
| LARRY LENKE | |||||||||
| 11800 SUNRISE VALLEY DRIVE SUITE | 330 | RESTON | VA | 20191 | MEMBER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAVE POLEY | ||||||||
| 11800 SUNRISE VALLEY DR SUITE 330 | RESTON | VA | 20191 | EXECUTIVE DIRECTOR | 40.00 | $212,014 | $5,598 | $0 |
| LINDSAY OROSZ | ||||||||
| 11800 SUNRISE VALLEY DR SUITE 330 | RESTON | VA | 20191 | DIRECTOR OF RESEARCH | 40.00 | $100,537 | $1,740 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMUNITY COUNSELING SERVICE CO LLC | |||||
| 527 MADISON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | FUNDRAISING CONSULTING SERVICES | $282,803 |
| PINKSTON INC | |||||
| 3110 FAIRVIEW PARK DRIVE SUITE 1400 | FALLS CHURCH | VA | 22042 | STRATEGIC MARKETING, WEBSITE CONSULTANT, AND VIDEO PRODUCTION | $191,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRSS IS A CONTRACT COMPILING MEDICAL DATA AND PATIENT RECORDS RESULTING FROM SPINAL INJURIES. | Description1Txt |
| Expenses1 | $127,144 | Expenses1Amt |
| Description2 | SRF HOSTS THE ANNUAL WE'VE GOT YOUR BACK RACE FOR SPINAL HEALTH. IT IS THE NATION'S LARGEST 5K EVENT THAT CELEBRATES HEALTHY SPINES AND BENEFITS THOSE SUFFERING WITH NECK AND BACK PAIN. THIS FAMILY FRIENDLY RUN/WALK CONSISTS OF A TIMED 5K RACE, A ONE MILE FUN WALK AND WELLNESS FAIR FOR ALL. | Description2Txt |
| Expenses2 | $17,128 | Expenses2Amt |
| Description3 | SRF'S PATIENT-FOCUSED AND INTERACTIVE WEBSITE IS A TRUSTED SOURCE FOR INFORMATION AND RESOURCES FOR NECK/BACK PAIN AND SPINAL HEALTHCARE FOR PUBLIC, MEDIA AND GOVERNMENT. THE SITE FEATURES PATIENT SUCCESS STORIES TO HELP INSPIRE OTHERS WITH SIMILAR ISSUES, AS WELL AS SRF'S RESEARCH FINDINGS AND CURRENT PROJECTS. PATIENTS ARE ABLE TO LOG IN AND SHARE THEIR SPINAL CHAMPION STORIES. | Description3Txt |
| Expenses3 | $126,424 | Expenses3Amt |
| Description4 | SRF HAS LAUNCHED AN INNOVATIVE CLINICAL DATA MANAGEMENT SYSTEM TO COLLECT AND EVALUATE THE EFFECTIVENESS OF SPINAL TREATMENT OPTIONS. WITH SRF,OTHER NATIONAL RESEARCH PARTNERS WILL ALSO PARTICIPATE IN THE COLLECTION OF OUTCOMES DATA FROM PATIENTS AND PHYSICIANS. RESULTS FROM THESE STUDIES ARE SUBMITTED TO SCIENTIFIC PUBLICATIONS AND MEETINGS. | Description4Txt |
| Expenses4 | $60,175 | Expenses4Amt |
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 | $2,425,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $668,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,093,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,093,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,047,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,009,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,009,103 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2013-09-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,009,103 | CurrentYearAmt |
| Year1 | $1,384,490 | Year1Amt |
| Year2 | $992,572 | Year2Amt |
| Year3 | $401,423 | Year3Amt |
| Total | $3,787,588 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,009,103 | CurrentYearAmt |
| Year1 | $1,384,490 | Year1Amt |
| Year2 | $992,572 | Year2Amt |
| Year3 | $401,423 | Year3Amt |
| Total | $3,787,588 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $101,586 | CurrentYearAmt |
| Year1 | $129,063 | Year1Amt |
| Year2 | $149,493 | Year2Amt |
| Year3 | $131,534 | Year3Amt |
| Total | $511,676 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $21,233 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,583 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,886 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,702 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,702 | 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 (27 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AMERICAN REAL ESTATE PARTNERS | ||||||
| 1 | 1660 INTERNATIONAL DRIVE SUITE 500 | MCLEAN | VA | 22102 | $5,000 | Yes (X) |
| BILL EVERS | ||||||
| 2 | 11800 SUNRISE VALLEY DR SUITE 330 | RESTON | VA | 20191 | $5,000 | Yes (X) |
| BLUEWATER FEDERAL SOLUTIONS INC | ||||||
| 3 | 14420 ALBEMARLE POINT PLACE SUITE 2 | CHANTILLY | VA | 20151 | $15,000 | Yes (X) |
| DAVID POLEY | ||||||
| 4 | 2560 HALLE PKWY | COLLIERVILLE | TN | 38017 | $5,000 | Yes (X) |
| EHSAN JAZINI | ||||||
| 5 | 11800 SUNRISE VALLEY DR STE 330 | RESTON | VA | 20191 | $5,000 | Yes (X) |
| INNOVASIS | ||||||
| 6 | 614 EAST 3900 SOUTH | SALT LAKE CITY | UT | 84107 | $31,422 | Yes (X) |
| JAMIE AND ADAM HARVEY | ||||||
| 7 | 46455 SAFFRON COURT | STERLING | VA | 20165 | $20,212 | Yes (X) |
| NEW RIVER SYSTEMS CORPORATION | ||||||
| 8 | 19775 BELMONT EXECUTIVE PLAZA SUITE | ASHBURN | VA | 20147 | $10,000 | Yes (X) |
| PATRICK AND STACIA COLLINS | ||||||
| 9 | 11363 JACKRABBIT COURT | STERLING | VA | 20165 | $10,000 | Yes (X) |
| RAYMOND PUGSLEY | ||||||
| 10 | 47357 MIDDLE BLUFF PL | POTOMAC FALLS | VA | 20165 | $5,000 | Yes (X) |
| TOM SCHULER | ||||||
| 11 | 11800 SUNRISE VALLEY DR SUITE 330 | RESTON | VA | 20191 | $10,000 | Yes (X) |
| VIRGINIA SPINE INSTITUTE | ||||||
| 12 | 11800 SUNRISE VALLEY DR SUITE 600 | RESTON | VA | 20191 | $15,000 | Yes (X) |
| CENTINEL SPINE LLC | ||||||
| 13 | 900 AIRPORT RD STE 3B | WEST CHESTER | PA | 19380 | $5,000 | Yes (X) |
| CENTURIA CORPORATION | ||||||
| 14 | 1851 ALEXANDERBELL DR STE 440 | RESTON | VA | 20191 | $5,000 | Yes (X) |
| NEVILLE ALLEYNE | ||||||
| 15 | 9581 LA JOLLA FARMS | LASOLLA | CA | 92037 | $5,000 | Yes (X) |
| RESTON HOSPITAL CENTER | ||||||
| 16 | 1850 TOWN CENTER PKWY | RESTON | VA | 20190 | $5,000 | Yes (X) |
| VIRGINIA THERAPY & FITNESS CENTER | ||||||
| 17 | 11800 SUNRISE VALLEY DR STE 600 | RESTON | VA | 20191 | $5,000 | Yes (X) |
| NUVASIVE INC | ||||||
| 18 | 7475 LUSK BLVD | SAN DIEGO | CA | 92121 | $5,418 | Yes (X) |
| BARBARA ALBERT | ||||||
| 19 | 515 E 72ND ST APT 41 | NEW YORK | NY | 10021 | $10,000 | Yes (X) |
| ELIZABETH AND LAWRENCE LENKE | ||||||
| 20 | 25 COLUMBUS CIRCLE 65A | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| ERIC MAJOR | ||||||
| 21 | 38253 N FORK RD | PURCELLVILLE | VA | 20132 | $10,000 | Yes (X) |
| ORTHOFIX INC | ||||||
| 22 | 3451 PIANO PARKWAY | LEWISVILLE | TX | 75056 | $10,000 | Yes (X) |
| RAJIV SETHI | ||||||
| 23 | 10041 SE 25TH ST | BELLEVUE | WA | 98004 | $10,000 | Yes (X) |
| THOMAS ELDRIDGE AND JENNIFER MARRON | ||||||
| 24 | 7170 WOODMONT AVE APT PH31 | CHEVY CHASE | MD | 20815 | $10,096 | Yes (X) |
| JONATHAN MERRIL AND RITA ROY | ||||||
| 25 | 11800 SUNRISE VALLEY DR STE 330 | RESTON | VA | 20191 | $28,600 | Yes (X) |
| AMGEN | ||||||
| 26 | ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | $50,000 | Yes (X) |
| UCB | ||||||
| 27 | 1950 LAKE PARK DRIVE | SMYRNA | GA | 30080 | $136,400 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $49,833 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,833 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (2 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2023-04-01 | $6,795 | 59.000000000000 | $1,037 | $0 | $1,037 | $1,037 |
| LEASEHOLD IMPROVEMENTS - MEDIA ROOM | 2023-12-01 | $17,200 | 51.000000000000 | $337 | $0 | $337 | $337 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| ADOBE SOFTWARE | 2013-06-13 | $1,014 | $1,014 | SL | 3.000000000000 | $0 | $0 | $0 |
| DELL COMPUTER EQUIPMENT | 2020-07-06 | $1,535 | $1,280 | SL | 3.000000000000 | $255 | $0 | $255 |
| CAMERA EQUIPMENT | 2021-01-12 | $675 | $450 | SL | 3.000000000000 | $225 | $0 | $225 |
| DELL COMPUTER EQUIPMENT | 2022-07-06 | $1,645 | $548 | SL | 3.000000000000 | $548 | $0 | $548 |
| CAMERA EQUIPMENT | 2022-07-21 | $1,507 | $502 | SL | 3.000000000000 | $502 | $0 | $502 |
| DELL COMPUTER EQUIPMENT | 2022-07-21 | $739 | $246 | SL | 3.000000000000 | $246 | $0 | $246 |
| DELL COMPUTER EQUIPMENT | 2022-08-04 | $690 | $230 | SL | 3.000000000000 | $230 | $0 | $230 |
| DELL COMPUTER EQUIPMENT | 2022-08-11 | $1,420 | $473 | SL | 3.000000000000 | $473 | $0 | $473 |
| DELL COMPUTER EQUIPMENT | 2022-12-31 | $739 | $246 | SL | 3.000000000000 | $246 | $0 | $246 |
| DELL COMPUTER EQUIPMENT | 2022-12-31 | $739 | $246 | SL | 3.000000000000 | $246 | $0 | $246 |
| FURNITURE | 2022-07-01 | $3,500 | $499 | SL | 7.000000000000 | $500 | $0 | $500 |
| MEDIA ROOM STUDIO CHAIRS | 2023-12-01 | $500 | SL | 7.000000000000 | $71 | $0 | $71 | |
| DELL COMPUTER EQUIPMENT | 2023-05-31 | $2,664 | SL | 3.000000000000 | $877 | $0 | $877 | |
| MEDIA ROOM TRIPODS | 2023-12-01 | $250 | SL | 3.000000000000 | $83 | $0 | $83 | |
| MEDIA ROOM - IPHONE | 2023-12-01 | $1,200 | SL | 3.000000000000 | $400 | $0 | $400 | |
| MEDIA ROOM - DIGITAL RECORDER | 2023-12-01 | $800 | SL | 3.000000000000 | $267 | $0 | $267 | |
| MEDIA ROOM- MICROPHONE | 2023-12-01 | $350 | SL | 3.000000000000 | $117 | $0 | $117 | |
| MEDIA ROOM - TRIPOD LIGHTING | 2023-12-01 | $1,500 | SL | 3.000000000000 | $500 | $0 | $500 | |
| MEDIA ROOM - MONITOR | 2023-12-01 | $1,250 | SL | 3.000000000000 | $417 | $0 | $417 | |
| MEDIA ROOM - MONITOR MOUNT | 2023-12-01 | $650 | SL | 3.000000000000 | $217 | $0 | $217 | |
| MEDIA ROOM - MACINTOSH COMPUTER | 2023-12-01 | $1,200 | SL | 3.000000000000 | $400 | $0 | $400 | |
| MEDIA ROOM - MICRO COMPUTER SLIDE DISPLAY | 2023-12-01 | $1,500 | SL | 3.000000000000 | $500 | $0 | $500 | |
| MEDIA ROOM - SAMSUNG MONITOR | 2023-12-01 | $650 | SL | 3.000000000000 | $217 | $0 | $217 | |
| MEDIA ROOM - CABLES | 2023-12-01 | $50 | SL | 3.000000000000 | $17 | $0 | $17 | |
| MEDIA ROOM - HARD DRIVES | 2023-12-01 | $1,500 | SL | 3.000000000000 | $500 | $0 | $500 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THE FOUNDATION IS IN A SIXTY MONTH TERMINATION. | IdentifierTxt |
| Form And Line Reference | 990-PF; PAGE 1; BOX F | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION HAS ELECTED NOT TO PAY THE CALCULATED TAX AND RELATED PENALTY ON THE 990-PF DURING THE SIXTY MONTH TERMINATION PROCESS. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,076,844 | BookValueAmt |
| EOYFMV | $2,076,844 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| ADOBE SOFTWARE | $1,014 | $1,014 | $0 |
| DELL COMPUTER EQUIPMENT | $1,535 | $1,535 | $0 |
| CAMERA EQUIPMENT | $675 | $675 | $0 |
| DELL COMPUTER EQUIPMENT | $1,645 | $1,096 | $549 |
| CAMERA EQUIPMENT | $1,507 | $1,004 | $503 |
| DELL COMPUTER EQUIPMENT | $739 | $492 | $247 |
| DELL COMPUTER EQUIPMENT | $690 | $460 | $230 |
| DELL COMPUTER EQUIPMENT | $1,420 | $946 | $474 |
| DELL COMPUTER EQUIPMENT | $739 | $492 | $247 |
| DELL COMPUTER EQUIPMENT | $739 | $492 | $247 |
| FURNITURE | $3,500 | $999 | $2,501 |
| LEASEHOLD IMPROVEMENTS | $6,795 | $1,037 | $5,758 |
| LEASEHOLD IMPROVEMENTS - MEDIA ROOM | $17,200 | $337 | $16,863 |
| MEDIA ROOM STUDIO CHAIRS | $500 | $71 | $429 |
| DELL COMPUTER EQUIPMENT | $2,664 | $877 | $1,787 |
| MEDIA ROOM TRIPODS | $250 | $83 | $167 |
| MEDIA ROOM - IPHONE | $1,200 | $400 | $800 |
| MEDIA ROOM - DIGITAL RECORDER | $800 | $267 | $533 |
| MEDIA ROOM- MICROPHONE | $350 | $117 | $233 |
| MEDIA ROOM - TRIPOD LIGHTING | $1,500 | $500 | $1,000 |
| MEDIA ROOM - MONITOR | $1,250 | $417 | $833 |
| MEDIA ROOM - MONITOR MOUNT | $650 | $217 | $433 |
| MEDIA ROOM - MACINTOSH COMPUTER | $1,200 | $400 | $800 |
| MEDIA ROOM - MICRO COMPUTER SLIDE DISPLAY | $1,500 | $500 | $1,000 |
| MEDIA ROOM - SAMSUNG MONITOR | $650 | $217 | $433 |
| MEDIA ROOM - CABLES | $50 | $17 | $33 |
| MEDIA ROOM - HARD DRIVES | $1,500 | $500 | $1,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIGHT OF USE ASSET - OPERATING LEASE | $434,076 | $355,346 | $355,346 |
| DEPOSITS | $7,888 | $7,888 | $7,888 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $10,052 | $0 | $7,580 | $809 |
| LICENSES AND FEES | $375 | $0 | $375 | $0 |
| DUES AND SUBSCRIPTIONS | $28,472 | $0 | $3,136 | $7,772 |
| OTHER EXPENSES | $148 | $0 | $1 | $0 |
| RESEARCH | $150,290 | $0 | $0 | $150,290 |
| MARKETING AND PROMOTIONAL | $65,405 | $0 | $837 | $16,819 |
| INSURANCE | $5,900 | $0 | $5,900 | $0 |
| COMPUTER EXPENSES | $16,876 | $0 | $0 | $16,876 |
| AMORTIZATION | $1,374 | $0 | $1,374 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $122,966 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY - OPERATING LEASE | Desc |
| BOY Book Value | $471,993 | BOYBookValueAmt |
| EOY Book Value | $404,947 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| VIDEO PRODUCTION | $48,250 | $0 | $0 | $47,750 |
| DIGITAL COMMUNICATION | $6,500 | $0 | $0 | $6,500 |
| CONSULTING | $501,556 | $0 | $2,500 | $182,556 |
| INVESTMENT EXPENSES | $20,963 | $20,963 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $43,852 | $0 | $2,022 | $32,089 |
| OTHER | $344 | $0 | $344 | $0 |
Comments