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ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION (EIN 87-0965955)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202331299349103348
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T09:02:23-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521706411PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARITON MANCUSO & JONES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111140 ROCKVILLE PIKE STE 340AddressLine1Txt
CityNORTH BETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20852ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870965955EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALBERT AND SHIRLEY SMALL FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALBEBusinessNameControlTxt
Phone3012157997PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14800 HAMPDEN LANE SUITE 200AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN S SAVITSKYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone3012157997PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastSAVITSKYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN J MILLERPreparerPersonNm
PTINP01294580PTIN
Phone3019846400PhoneNum
Preparation2023-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,504,669FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,095InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,095InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$405DividendsRevAndExpnssAmt
Dividends Net Invst Incm$405DividendsNetInvstIncmAmt
Total Rev And Expnss$15,004,500TotalRevAndExpnssAmt
Total Net Invst Incm$4,500TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$32,742LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$16,371LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$16,371LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,187AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,188AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,989OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,989OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,357OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,178OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,179OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$47,463TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,725TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,738TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$443,324ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$443,324ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$490,787TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,725TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$466,062TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,513,713ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$687CashBOYAmt
Cash EOY$21,889CashEOYAmt
Cash EOYFMV$21,889CashEOYFMVAmt
US Government Obligations EOY$14,427,020USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$14,429,722USGovtObligationsEOYFMVAmt
Corporate Stock EOY$65,491CorporateStockEOYAmt
Corporate Stock EOYFMV$53,058CorporateStockEOYFMVAmt
Total Assets BOY$687TotalAssetsBOYAmt
Total Assets EOY$14,514,400TotalAssetsEOYAmt
Total Assets EOYFMV$14,504,669TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$687NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,514,400NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,514,400TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,514,400TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,513,713ExcessRevenueOverExpensesAmt
Subtotal$14,514,400SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,514,400TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALBERT H SMALL JRIndividualWithBooksNm
Phone3012157997PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1103EAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALBERT H SMALL DECEASED
7116 GLENBROOK ROADBETHESDAMD20814PRESIDENT000.00$0$0$0
SUSAN S SAVITSKY
7628 WHEATCROFT COURTBETHESDAMD20817VICE PRESIDE000.00$0$0$0
JAMES H SMALL
5807 MADAKET ROADBETHESDAMD20816SECRETARY000.00$0$0$0
ALBERT H SMALL JR
7311 ARROWOOD ROADBETHESDAMD20817TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,447,884AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$213,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,661,167TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,661,167AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,918CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,636,249NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,812MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,812MinimumInvestmentReturnAmt
Distributable Before Adj$81,812DistributableBeforeAdjAmt
Distributable Before Ded$81,812DistributableBeforeDedAmt
Distributable As Adjusted$81,812DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$466,062ExpensesAndContributionsAmt
Qualifying Distributions$466,062QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$81,812DistributableAsAdjustedAmt
Undistributed Income PY$103UndistributedIncomePYAmt
Qualifying Distributions$466,062QualifyingDistributionsAmt
Applied To Year1$103AppliedToYear1Amt
Applied To Current Year$81,812AppliedToCurrentYearAmt
Remaining Distri From Corpus$384,147RemainingDistriFromCorpusAmt
Total Corpus$384,147TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$384,147ExcessDistriCyovToNextYrAmt
Excess From Current Year$384,147ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALBERT H SMALL TRUSTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN SAVITSKYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1103EAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3012157997RecipientPhoneNum
Form And Info And MaterialsLETTER EXPLAINING PURPOSE OR REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGE WASHINGTON UNIVERSITY
801 22ND ST NW STE 335PHILLIPS HALLWASHINGTONDC20052PUBLICCHARITABLE$172,593
GEORGE WASHINGTON UNIVERSITY
801 22ND ST NWPHILLIPS HALLWASHINGTONDC20052PUBLICCHARITABLE$270,731
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$443,324TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,095ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$405ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,500ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,500TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonALBERT H SMALL TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1103EAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$10,375Amt
Net Investment Income$5,187NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,188DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHMENTSStockNm
EOY Book Value$65,491EOYBookValueAmt
EOYFMV$53,058EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$14,427,020USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$14,429,722USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$32,742LegalFeesAmt
Net Investment Income$16,371NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,371DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MISCELLANEOUS EXPENSE$601$300$301
INSURANCE$1,756$878$878

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$1,989Amt
Net Investment Income$1,989NetInvestmentIncomeAmt

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