JOHN AND JANICE WYATT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JANICE WYATT FOUNDATION (EIN 83-1736618)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202301299349105185
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T19:00:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 RESEARCH BOULEVARD 300 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831736618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JANICE WYATT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MATTHEW PETERSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7036272930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N LOUDOUN STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226010000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WYATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7036272930 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | WYATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 3019796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $558,657 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $810,511 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,599 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,599 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,213,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $816,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,599 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,599 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $232,361 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $232,361 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,575 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,575 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,366 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,183 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,183 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,183 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,139 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,139 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,139 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,809 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,918 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,918 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $121,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $121,932 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $419,900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,322 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,322 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $414,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $518,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $518,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $937,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,322 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,322 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $932,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$120,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,277 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,450 | CashBOYAmt |
| Cash EOY | $261,105 | CashEOYAmt |
| Cash EOYFMV | $261,105 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,822 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $429,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $239,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $239,730 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $579,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $558,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $558,657 | 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 | $579,753 | RetainedEarningBOYAmt |
| Retained Earning EOY | $558,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $579,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $558,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $579,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $558,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $579,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$120,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $99,896 | OtherIncreasesAmt |
| Subtotal | $558,657 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $558,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| BANK OF AMERICA # 3084 ST | 2022-12-31 | $718,175 | $754,120 | -$35,945 | -$35,945 | |
| BANK OF AMERICA # 3084 LT | 2022-12-31 | $241,320 | $204,514 | $36,806 | $36,806 | |
| IROBOT CORP | 2022-12-31 | $204,185 | $206,605 | -$2,420 | -$2,420 | |
| VANGUARD INFORMATION TECHNOLOGY | 2022-12-31 | $49,592 | $49,592 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $357 | $357 | $357 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,202 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$35,945 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,410 | 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 | $1,410 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,378 | OverpaymentAmt |
| Applied To ES Tax | $1,378 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 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 | WWW.J2WFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN WYATT | IndividualWithBooksNm |
| Phone | 7036272930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N LOUDOUN STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226010000 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN L WYATT | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JANICE HILMOE-WYATT | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | VICE PRESIDENT/SECRETARY | 2.00 | $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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW T PETERSON | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | EXECUTIVE DIRECTOR | 40.00 | $136,516 | $10,971 | $0 |
| JYMIL S THOMPSON | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | DIRECTOR OF OPERATIO | 40.00 | $95,845 | $12,754 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMARTER LEARNING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1796 BROOKSHIRE COURT | AddressLine1Txt |
| City | FINKSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $64,259 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CAMPAIGN FOR GRADE LEVEL READING- WHICH BRINGS PUBLIC AND PRIVATE SECTOR ORGANIZATIONS TOGETHER FOR A SHARED VISION AND A SHARED SET OF METRICS. THE VISION OF THE CAMPAIGNS IS TO IMPROVE ACADEMIC PERFORMANCE IN OUR PUBLIC SCHOOLS BY PLANTING A FLAG AROUND THE IMPORTANCE OF 3RD GRADE LITERACY. | Description1Txt |
| Expenses1 | $414,578 | Expenses1Amt |
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 | $366,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $569,033 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $569,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $560,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,025 | 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 | $932,578 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $932,578 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,277 | CurrentYearAmt |
| Year1 | $24,078 | Year1Amt |
| Year2 | $7,369 | Year2Amt |
| Year3 | $12,378 | Year3Amt |
| Total | $46,102 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,935 | CurrentYearAmt |
| Year1 | $20,466 | Year1Amt |
| Year2 | $6,264 | Year2Amt |
| Year3 | $10,521 | Year3Amt |
| Total | $39,187 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $932,578 | CurrentYearAmt |
| Year1 | $906,071 | Year1Amt |
| Year2 | $405,581 | Year2Amt |
| Year3 | $16,808 | Year3Amt |
| Total | $2,261,038 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $518,000 | CurrentYearAmt |
| Year1 | $528,200 | Year1Amt |
| Year2 | $187,253 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,233,453 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $414,578 | CurrentYearAmt |
| Year1 | $377,871 | Year1Amt |
| Year2 | $218,328 | Year2Amt |
| Year3 | $16,808 | Year3Amt |
| Total | $1,027,585 | 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 | $18,683 | CurrentYearAmt |
| Year1 | $16,052 | Year1Amt |
| Year2 | $26,089 | Year2Amt |
| Year3 | $26,713 | Year3Amt |
| Total | $87,537 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB | |||||||
| 515 LEONARDS LANE | CAMBRIDGE | MD | 21613 | PC | POWER HOUR LITERACY PROGRAM | $25,000 | |
| DORCHESTER COUNTY PUBLIC SCHOOLS | |||||||
| 700 GLASGOW STREET | CAMBRIDGE | MD | 21613 | PC | GRANT TO FUND PRE-KINDERGARTEN 3 YEAR OLD PILOT PROGRAM | $80,000 | |
| EMPOWERMENT CENTER | |||||||
| 615 PINE STREET | CAMBRIDGE | MD | 21613 | PC | SECOND YEAR FUNDING FOR EXECUTIVE DIRECTOR POSITION | $60,000 | |
| FAIRFAX FUTURES | |||||||
| 12011 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | PC | ASQ EXPANSION PROGRAM | $40,000 | SUITE 920 |
| FAIRFAX FUTURES | |||||||
| 12011 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | PC | CDA CREDENTIAL PIPELINE PROGRAM | $70,000 | SUITE 920 |
| LITERACY VOLUNTEERS WINCHESTER AREA | |||||||
| 301 N CAMERON STREET | WINCHESTER | VA | 22601 | PC | CAMPAIGN FOR GRADE LEVEL READING BACKBONE ORGANIZATION SUPPORT | $10,000 | |
| MENTORWORKS FAIRFAX COUNTY PUBLIC SCHOOLS | |||||||
| 8115 GATEHOUSE ROAD | FALLS CHURCH | VA | 22042 | PC | MENTORWORKS IN-SCHOOL MENTORING PROGRAM REDESIGN PROJECT | $80,000 | |
| NEW BEGINNINGS | |||||||
| 522 GREENWOOD AVE | CAMBRIDGE | MD | 21613 | PC | SUMMER PROGRAMMING SUPPORT | $3,000 | |
| WINCHESTER PUBLIC SCHOOLS | |||||||
| 12 NORTH WASHINGTON ST | WINCHESTER | VA | 22601 | PC | QUALITY COACH PROGRAM | $80,000 | |
| WINCHESTER PUBLIC SCHOOLS | |||||||
| 12 NORTH WASHINGTON ST | WINCHESTER | VA | 22601 | PC | GRANT TO FUND PRE-KINDERGARTEN 3 YEAR OLD PILOT PROGRAM | $60,000 | |
| YMCA OF THE CHESAPEAKE | |||||||
| 201 TALBOT AVE | CAMBRIDGE | MD | 21613 | PC | EARLY LEARNING READINESS PROGRAM PILOT PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $518,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,202 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,397 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,397 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN AND JANICE WYATT | |||||||
| 1 | 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | $744,919 | Yes (X) | |
| FRED HALLER | |||||||
| 2 | 1009 HAMBROOKS AVE | CAMBRIDGE | MA | 21613 | $1,000 | Yes (X) | |
| PHIL FELDMAN | |||||||
| 3 | 204 CEDAR ST | CAMBRIDGE | MA | 21613 | $49,592 | Yes (X) | |
| THE WADDELL FOUNDATION | |||||||
| 4 | PO BOX 236 | CAMBRIDGE | MA | 21613 | $15,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCK INVESTMENTS, FMV $767,228 | NoncashPropertyDesc |
| Fair Market Value | $744,919 | FairMarketValueAmt |
| Received | 2022-07-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,366 | Amt |
| Net Investment Income | $2,183 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,183 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,183 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PRIVATE PASS THROUGH FOUNDATION | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART XII,LINE 7 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION IS MAKING THE CHOICE UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). THE CHOICE IS MADE DURING THE TAX YEAR TO TREAT SOME OF THE DISTRIBUTION AS MADE OUT OF THE UNDISTRIBUTED INCOME OUT OF CORPUS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA- FIXED INCOME | $98,989 | $98,989 |
| BANK OF AMERICA-EQUITES | $140,741 | $140,741 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING | $2,682 | $0 | $0 | $2,682 |
| OFFICE EXPENSE | $219 | $0 | $0 | $219 |
| PAYROLL FEES | $2,380 | $0 | $0 | $2,380 |
| TECHNOLOGY | $5,036 | $0 | $0 | $5,036 |
| TRAINING | $3,897 | $0 | $0 | $3,897 |
| DIRECT PROGRAM SERVICES | $106,493 | $0 | $0 | $106,493 |
| MISCELLANEOUS | $1,225 | $0 | $0 | $1,225 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $99,896 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,139 | Amt |
| Net Investment Income | $3,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,139 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $4,809 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,809 | DisbursementsCharitablePrpsAmt |