LMAC FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LMAC FOUNDATION INC (EIN 54-1965097)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202331309349100413
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T09:07:57-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522136830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAAKOV BORENSTEIN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9505 LINDEN AVE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208141638 | 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 | 541965097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LMAC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LMAC | BusinessNameControlTxt |
| Phone | 2028418542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10536 MORELAND ROAD | AddressLine1Txt |
| City | DELAPLANE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201442126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA KOTEEN GERCHICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2028418542 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA KOTEEN | PersonFirstNm |
| Person Last | GERCHICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YAAKOV BORENSTEIN CPA PC | PreparerPersonNm |
| PTIN | P00757261 | PTIN |
| Phone | 3015305870 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
| 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 | $636,120 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,614 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,614 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,983 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $24,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,880 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $278 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,724 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,227 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,278 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,318 | CashBOYAmt |
| Cash EOY | $24,745 | CashEOYAmt |
| Cash EOYFMV | $24,745 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,209 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $491,859 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $507,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $596,166 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $561,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $547,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $636,120 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $561,086 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $547,331 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $561,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $547,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $561,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $547,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $561,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,755 | ExcessRevenueOverExpensesAmt |
| Subtotal | $547,331 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $547,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH (7WD-04845) | P | 2022-02-01 | 2022-12-31 | $6,385 | $6,385 | ||
| MERRILL LYNCH (7WD-04845) | P | 2022-12-31 | $1,496 | $1,583 | -$87 | -$87 | |
| MERRILL LYNCH (7WD-04845) | P | 2022-02-01 | 2022-12-31 | $36,974 | $39,235 | -$2,261 | -$2,261 |
| MERRILL LYNCH (7WD-04845) | P | 2022-12-31 | $98,472 | $82,196 | $16,276 | $16,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,983 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $254 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $254 | SubtotalAmt |
| Tax Based On Investment Income | $254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $679 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $679 | TotalPaymentsAndCreditsAmt |
| Overpayment | $425 | OverpaymentAmt |
| Applied To ES Tax | $425 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LISA KOTEEN GERCHICK | IndividualWithBooksNm |
| Phone | 7037908246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10536 MORELAND ROAD | AddressLine1Txt |
| City | DELAPLANE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LISA KOTEEN GERCHICK | ||||||||
| 10536 MORELAND ROAD | DELAPLANE | VA | 20144 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARK L GERCHICK | ||||||||
| 10536 MORELAND ROAD | DELAPLANE | VA | 20144 | TREASURER | 000.00 | $0 | $0 | $0 |
| CHARLES D KOTEEN | ||||||||
| 20 WESTBROOKE STREET | EAST HARTFORD | CT | 06108 | SECT'Y | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $649,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $706,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $706,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $695,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $254 | TotalTaxAmt |
| Distributable Before Adj | $34,517 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,517 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,776 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $31,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,017 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,017 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,139 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,363 | ExcessFromYear2Amt |
| Excess From Year1 | $2,776 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LMAC FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10536 MORELAND ROAD | AddressLine1Txt |
| City | DELAPLANE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7037908246 | RecipientPhoneNum |
| Form And Info And Materials | NO SET RULES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| APPALACHIAN TRAIL CONSERV | ||||||||
| 799 WASHINGTON ST | HARPERS FERRY | WV | 25425 | NONE | PUBLIC | CHARITY | $2,000 | |
| DC SCORES | ||||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITY | $3,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PUBLIC | CHARITY | $1,000 | |
| BRENNAN CENTER | ||||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITY | $2,500 | |
| CAMPAIGN LEGAL CENTER | ||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | CHARITY | $2,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PUBLIC | CHARITY | $500 | |
| FAUQUIER FOOD BANK | ||||||||
| 249 E SHIRLEY AVE | WARRENTON | VA | 20186 | NONE | PUBLIC | CHARITY | $1,000 | |
| HARVARD LAW SCHOOL | ||||||||
| 1585 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITY | $5,000 | BERNARD KOTEEN OFFICE OF PUBLIC INTEREST ADVISING |
| LWVEF | ||||||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITY | $500 | |
| LWV-VA ED FUND | ||||||||
| PO BOX 156 | FALLS CHURCH | VA | 22040 | NONE | PUBLIC | CHARITY | $1,000 | |
| OAR | ||||||||
| 2111 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PUBLIC | CHARITY | $1,000 | |
| PIEDMONT ENVIRONMENTAL COUNCIL | ||||||||
| 45 HOMER ST | WARRENTON | VA | 20186 | NONE | PUBLIC | CHARITY | $3,000 | |
| PIEDMONT JOURNALISM FOUNDATION | ||||||||
| 53 SOUTH THIRD ST | WARRENTON | VA | 20186 | NONE | PUBLIC | CHARITY | $1,000 | |
| POTOMAC CONSERVANCY | ||||||||
| 962 WAYNE AVE | SILVER SPRING | MD | 20910 | NONE | PUBLIC | CHARITY | $1,000 | |
| PPFA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PUBLIC | CHARITY | $1,500 | |
| STARKEY HEARING FOUNDATION | ||||||||
| 6700 WASHINGTON AVE CO | EDEN PRAIRIE | MN | 55344 | NONE | PUBLIC | CHARITY | $500 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLSW | WASHINGTON | DC | 20024 | NONE | PUBLIC | CHARITY | $500 | |
| VERIFIED VOTING FOUNDATION | ||||||||
| 1735 MARKET ST | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | CHARITY | $1,500 | |
| WAMU 885-FM | ||||||||
| PO BOX 98101 | WASHINGTON | DC | 20090 | NONE | PUBLIC | CHARITY | $1,000 | |
| AMERICA SCORES | ||||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITY | $1,000 | |
| VIRGINIA OUTDOORS FEDERATION | ||||||||
| 39 GARRETT ST | WARRENTON | VA | 20186 | NONE | PUBLIC | CHARITY | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,614 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,283 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,983 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $92 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,972 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,972 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $507,377 | BookValueAmt |
| EOYFMV | $596,166 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MERRILL LYNCH FEE | $246 | $246 |
| STATE CORP COMM | $25 | |
| INVESTMENT ADVISORY FEES | $5,478 | $5,478 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $92 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $278 | $278 |
| EXCISE TAXES | $600 |
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