MCADAMS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MCADAMS FOUNDATION (EIN 54-1967451)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-11
IRS object ID
202342549349100504
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)
Return2023-09-11T08:02:43-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541967451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCADAMS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O STERLING FOUNDATION MANAGEMENT LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCADBusinessNameControlTxt
Phone7034379720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLLOYD MCADAMSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7034379720PhoneNum
Signature2023-09-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLLOYDPersonFirstNm
Person LastMCADAMSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW Q KEEFER CPAPreparerPersonNm
PTINP00852427PTIN
Phone4103565900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,327,296FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$33,102DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,102DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$33,102TotalRevAndExpnssAmt
Total Net Invst Incm$33,102TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$24,063OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,813OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$13,530OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,764TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,877TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,555TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,145ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,145ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$130,022TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,838TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96,920ExcessRevenueOverExpensesAmt
Net Investment Income$28,264NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,969CashBOYAmt
Cash EOY$3,970CashEOYAmt
Cash EOYFMV$3,970CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,324,200SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$815,093SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$815,093SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$987,127OtherInvestmentsBOYAmt
Other Investments EOY$1,400,313OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,508,233OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,316,296TotalAssetsBOYAmt
Total Assets EOY$2,219,376TotalAssetsEOYAmt
Total Assets EOYFMV$2,327,296TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,316,296NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,219,376NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,316,296TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,219,376TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,316,296TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,219,376TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,316,296TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96,920ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,219,376SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,219,376TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$393InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$393SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$393TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,287OverpaymentAmt
Applied To ES Tax$2,287AppliedToESTaxAmt
Refund$10,000RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTERLING FOUNDATION MANAGEMENT LLCIndividualWithBooksNm
Phone7034379720PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE SUITEAddressLine1Txt
Address Line2450AddressLine2Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LLOYD MCADAMS
12030 SUNRISE VALLEY DRIVE SUITE450RESTONVA20191PRESIDENT/DIRECTOR1.00$0$0$0
JOSEPH E MCADAMS
12030 SUNRISE VALLEY DRIVE SUITE450RESTONVA20191DIRECTOR1.00$0$0$0
DAVID L MCADAMS
12030 SUNRISE VALLEY DRIVE SUITE450RESTONVA20191DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,146,709AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,233,574AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,380,283TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,380,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,704CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,344,579NetVlNoncharitableAssetsAmt
Minimum Investment Return$117,229MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$117,229MinimumInvestmentReturnAmt
Tax Based On Investment Income$393TaxBasedOnInvestmentIncomeAmt
Total Tax$393TotalTaxAmt
Distributable Before Adj$116,836DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$116,836DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$116,836DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$116,836DistributableAsAdjustedAmt
Undistributed Income PY$80,702UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$94,700QualifyingDistributionsAmt
Applied To Year1$80,702AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,998AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$102,838UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLLOYD MCADAMSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1000 FRIENDS OF FLORIDA INC
PO BOX 5948TALLAHASSEEFL32314501(C)(3)GENERAL SUPPORT$1,000
DEERING ESTATE FOUNDATION
16701 SW 72 AVENUEMIAMIFL33157501(C)(3)GENERAL SUPPORT$5,000
FOOD BANK OF CENTRAL AND EASTERN NORTH CAROLINA
1924 CAPITAL BLVDRALEIGHNC27604501(C)(3)GENERAL SUPPORT$1,000
HARVARD GLEE CLUB FOUNDATION
PO BOX 381609CAMBRIDGEMA02238501(C)(3)GENERAL SUPPORT$500
HILLSDALE COLLEGE
33 E COLLEGE STREETHILLSDALEMI49242501(C)(3)GENERAL SUPPORT$2,000
JOVENES INC
1208 PLEASANT AVENUELOS ANGELESCA90033501(C)(3)GENERAL SUPPORT$1,000
LA FAMILY HOUSING
7843 LANKERSHIM BLVDNORTH HOLLYWOODCA91605501(C)(3)GENERAL SUPPORT$1,000
LEUKEMIA AND LYMPHOMA SOCIETY
PO BOX 22324NEW YORKNY10087501(C)(3)GENERAL SUPPORT$3,000
NORTH CAROLINA AQUARIUM
3125 POPLARWOOD CT SUITE 160RALEIGHNC27604501(C)(3)GENERAL SUPPORT$1,000
NORTH CAROLINA MODERNIST HOUSES
5409 PELHAM ROADDURHAMNC27713501(C)(3)GENERAL SUPPORT$1,000
NORTH CAROLINA MUSEUM OF LIFE AND SCIENCE
433 W MURRAY AVENUEDURHAMNC27704501(C)(3)GENERAL SUPPORT$1,000
NORTON MUSEUM OF ART
1450 S DIXIE HWYWEST PALM BEACHFL33401501(C)(3)GENERAL SUPPORT$145
ORANGE COUNTY RAPE CRISIS CENTER
PO BOX 4722CHAPEL HILLNC27515501(C)(3)GENERAL SUPPORT$1,000
PALM BEACH COUNTY FOOD BANK
701 BOUTWELL ROAD SUITE A-2LAKE WORTH BEACHFL33461501(C)(3)GENERAL SUPPORT$2,000
POLLINATOR PARTNERSHIP
600 MONTGOMERY ST SUITE 440SAN FRANCISCOCA94111501(C)(3)GENERAL SUPPORT$2,000
SOCIAL JUSTICE LEARNING CENTER
600 CENTINELA AVENUEINGLEWOODCA90302501(C)(3)GENERAL SUPPORT$1,000
STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR HQ
PO BOX 20466STANFORDCA94309501(C)(3)GENERAL SUPPORT - HOOVER INSTITUTION, STANFORD BUCK CLUB, AND SYNCHRONIZED SWIMMING TEAM$4,500
STEP UP
510 SOUTH HEWITT STREET 111LOS ANGELESCA90013501(C)(3)GENERAL SUPPORT$1,000
THE OCEAN CLEANUP
228 EAST 45TH STREET SUITE 9ENEW YORKNY10017501(C)(3)GENERAL SUPPORT$1,000
PALM BEACH POLICE & FIRE FOUNDATION INC
139 NORTH COUNTY ROAD SUITE 26PALM BEACHFL33480501(C)(3)GENERAL SUPPORT$1,000
SALVATION ARMY OF PALM BEACH COUNTY
PO BOX 1428ALEXANDRIAVA22314501(C)(3)GENERAL SUPPORT$2,500
TRIANGLE LAND CONSERVANCY
514 SOUTH DUKE STREETDURHAMNC27701501(C)(3)GENERAL SUPPORT$2,000
TRI-COUNTY ANIMAL RESCUE
21287 BOCA RIO ROADBOCA RATONFL33433501(C)(3)GENERAL SUPPORT$2,500
TRINITY SCHOOL OF DURHAM AND CHAPEL HILL
4011 PICKETT ROADDURHAMNC27705501(C)(3)GENERAL SUPPORT$5,000
UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY
4001 HARDING ROADNASHVILLETN37205501(C)(3)SENSING FUND AND GENERAL SUPPORT$10,000
UNIVERSITY OF NORTH CAROLINA CHAPEL HILL WUNC
120 FRIDAY CENTER DRIVECHAPEL HILLNC27517501(C)(3)GENERAL SUPPORT$2,000
HIGHLANDS BIOLOGICAL FOUNDATION
265 NORTH SIXTH STREETHIGHLANDSNC28741501(C)(3)GENERAL SUPPORT$4,000
PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVENUEPALM BEACHFL33480501(C)(3)GENERAL SUPPORT$7,000
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW SUITE M201PALM BEACHFL33480501(C)(3)GENERAL SUPPORT$1,000
MATH COUNTS
1420 KING STREETALEXANDRIAVA22314501(C)(3)GENERAL SUPPORT$1,000
NCSSM (MORGANTOWN)
901 BURKEMONT AVENUEMORGANTOWNNC28655501(C)(3)GENERAL SUPPORT$10,000
PALM BEACH FREEDOM INSTITUTE
249 ROYAL PALM WY SUITE 301PALM BEACHFL33480501(C)(3)GENERAL SUPPORT$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,145TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,102ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,102ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,102TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSYNDICATED CAPITAL, INCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,400,313BookValueAmt
EOYFMV$1,508,233EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$25$25$0
STATE FILING FEES$25$0$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFOUNDATION MANAGEMENT FEESCategoryTxt
Amt$24,063Amt
Net Investment Income$4,813NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,530DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$24,764Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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