JOHN EDWARD FOWLER MEMORIAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN EDWARD FOWLER MEMORIAL FOUNDATION (EIN 51-6019469)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-22
- IRS object ID
- 202302959349100000
- 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
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-22T04:45:33-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffery P Capron CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10304 Montgomery Ave | AddressLine1Txt |
| City | Kensington | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20895 | 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 | 516019469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Edward Fowler Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7032142266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 350 | AddressLine1Txt |
| City | Oakton | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffery P Capron | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7032142266 | PhoneNum |
| Signature | 2023-10-22 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jeffery | PersonFirstNm |
| Person Last | Capron | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffery P Capron | PreparerPersonNm |
| PTIN | P00082778 | PTIN |
| Phone | 3015099735 | PhoneNum |
| Preparation | 2023-10-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $61,162,311 | 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 | $1,067 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,067 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,011,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,011,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,969 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,505,920 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,505,920 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,581,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,581,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $164,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $41,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $123,375 | CompOfcrDirTrstAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $116,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,650 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $104,850 | OthEmplSlrsWgsAdjNetIncmAmt |
| Pension Empl Bnft Rev And Expnss | $5,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $500 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $4,500 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,825 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $116,607 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,849 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $758 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $10,181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,720 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,461 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $36,597 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,199 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $24,398 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $130,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,496 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $86,609 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $587,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $231,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $355,776 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,956,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,543,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $231,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $355,776 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$961,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,349,908 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $152,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $122,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,209 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses EOY | $10,583 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,583 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $63,171,317 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,441,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,021,494 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $4,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $11,759,954 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land BOY | $708 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,525 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,525 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,088,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,582,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,162,311 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $246 | AccountsPayableBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $246 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $75,088,725 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,582,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,088,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,582,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,088,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,582,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,088,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$961,868 | ExcessRevenueOverExpensesAmt |
| Subtotal | $74,126,857 | SubtotalAmt |
| Other Decreases | $5,544,533 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,582,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Stocks and bonds | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2022-06-30 | SoldDt |
| Gross Sales Price | $62,969 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $62,969 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $62,969 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,969 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,588 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $50,588 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$50,588 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $17,919 | OverpaymentAmt |
| Applied To ES Tax | $17,919 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | The Foundation | IndividualWithBooksNm |
| Phone | 7032142266 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10524 Rosehaven Street 412 | AddressLine1Txt |
| City | Fairfax | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Michael P Bentzen | ||||||||
| PO Box 370 | Oakton | VA | 22124 | Chair | 10.00 | $65,000 | $0 | $0 |
| Jeffery P Capron | ||||||||
| PO Box 370 | Oakton | VA | 22124 | President | 15.00 | $65,000 | $0 | $0 |
| Brian Bentzen | ||||||||
| PO Box 370 | Oakton | VA | 22124 | Trustee | 5.00 | $34,500 | $0 | $0 |
| Kelly Capron | ||||||||
| 4340 East West Highway | Bethesda | MD | 20814 | Trustee | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne Loungeway | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10524 Rosehaven Street 412 | AddressLine1Txt |
| City | Fairfax | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Grants Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $116,500 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $5,000 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,664 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $295,353 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,457 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $451,610 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $204,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,145,988 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,145,988 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $295,353 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $850,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $194,457 | ExcessFromYear3Amt |
| Excess From Year2 | $451,610 | ExcessFromYear2Amt |
| Excess From Year1 | $204,568 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jeff Capron co The John Edward Fowl | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 370 | AddressLine1Txt |
| City | Oakton | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7032142266 | RecipientPhoneNum |
| Form And Info And Materials | Information as required in the online website | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826DC | ||||||
| 3333 14th Street NW | Washington | DC | 20010 | PC | General Operating | $20,000 |
| Arcadia Food Inc | ||||||
| 9000 Richmond Highway | Alexandria | VA | 22309 | PC | General Operating | $10,000 |
| Building Bridges Across the River | ||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | PC | General Operating | $325,000 |
| Washington School for Girls | ||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | PC | General Operating | $250,000 |
| Rebuilding Together Alexandria | ||||||
| 700 Princess Street Ste 206 | Alexandria | VA | 22314 | PC | General Operating | $25,000 |
| Iona Senior Services | ||||||
| 4125 Albemarle Street NW | Washington | DC | 20016 | PC | General Operating | $40,000 |
| DC Central Kitchen | ||||||
| 425 2nd Street NW | Washington | DC | 20001 | PC | General Operating | $100,000 |
| Jubilee Housing | ||||||
| 1631 Euclid Street NW P-5 | Washington | DC | 20009 | PC | General Operating | $30,000 |
| Boys & Girls Club of Greater Washington | ||||||
| 4103 Benning Road NE | Washington | DC | 20019 | PC | General Operating | $100,000 |
| Downtown Cluster of Congregations | ||||||
| 1313 New York Avenue NW | Washington | DC | 20005 | PC | General Operating | $25,000 |
| Mamatoto Village | ||||||
| 4315 Sheriff Road NE | Washington | DC | 20019 | PC | General Operating | $20,000 |
| Doorways for Women and Families | ||||||
| 4600 N Fairfax Drive | Arlington | VA | 22210 | PC | General Operating | $35,000 |
| Housing Unlimited | ||||||
| 12125 Veirs Mill Road | Silver Spring | MD | 20906 | PC | General Operating | $60,000 |
| Resources to Inspire Students and Educators | ||||||
| 121 Pepper Mill Drive | Capitol Heights | MD | 20743 | PC | General Operating | $30,000 |
| Imagination Stage | ||||||
| 4908 Auburn Avenue | Bethesda | MD | 20814 | PC | General Operating | $20,000 |
| Reading Partners | ||||||
| PO Box 63695 | Washington | DC | 20029 | PC | General Operating | $30,000 |
| Leveling the Playing Field | ||||||
| 9170 Brookville Road | Silver Spring | MD | 20910 | PC | General Operating | $15,000 |
| Lisner Home for Aged Women | ||||||
| 5425 Western Avenue | Washington | DC | 20015 | PC | General Operating | $40,000 |
| New Endeavors by Women | ||||||
| 611 N Street NW | Washington | DC | 20001 | PC | General Operating | $30,000 |
| Manna | ||||||
| 6856 Eastern Avenue NW | Washington | DC | 20012 | PC | General Operating | $35,000 |
| Jubilee Jumpstart | ||||||
| 2525 Ontario Road | Washington | DC | 20009 | PC | General Operating | $35,000 |
| DC Scores | ||||||
| 1140 Connecticut Avenue NW | Washington | DC | 20036 | PC | General Operating | $35,000 |
| Samaritan Ministry of GW | ||||||
| 1516 Hamilton Street | Washington | DC | 20011 | PC | General Operating | $50,000 |
| Arlington Pediatric Center | ||||||
| 3401 Columbia Pike | Arlington | VA | 22204 | PC | General Operating | $40,000 |
| Barker Adoption Foundation | ||||||
| 7979 Old Georgetown Road 1st Fl | Bethesda | MD | 20814 | PC | General Operating | $50,000 |
| StoryBook Treasures | ||||||
| 42437 Holly Knoll Court | Ashburn | VA | 20148 | PC | General Operating | $36,000 |
| Aspire After School Learning | ||||||
| 909 S Dinwiddie Street | Arlington | VA | 22204 | PC | General Operating | $30,000 |
| Wesley Housing Corporation of N VA | ||||||
| 5515 Cherokee Avenue | Alexandria | VA | 22312 | PC | General Operating | $65,000 |
| PathForward | ||||||
| 2020A 14th Street N | Arlington | VA | 22210 | PC | General Operating | $30,000 |
| New Futures | ||||||
| 609 H Street NE | Washington | DC | 20002 | PC | General Operating | $35,000 |
| Montgomery County Coalition for the Homeless | ||||||
| 405 East Gude Drive | Rockville | MD | 20850 | PC | General Operating | $75,000 |
| Byte Back | ||||||
| 899 N Capitol Street NE | Washington | DC | 20002 | PC | General Operating | $35,000 |
| Common Good City Farm | ||||||
| 5335 319 Oakdale Place NW | Washington | DC | 20001 | PC | General Operating | $20,000 |
| Mobile Medical Care Inc | ||||||
| 9309 Old Georgetown Road | Bethesda | MD | 20814 | PC | General Operating | $30,000 |
| All Ages Read Together | ||||||
| 1141 Elden Street | Herndon | VA | 20170 | PC | General Operating | $20,000 |
| Future Link | ||||||
| 15 W Gude Drive | Rockville | MD | 20850 | PC | General Operating | $35,000 |
| St Ann's Center for Children Youth Family | ||||||
| 4901 Eastern Avenue | Hyattsville | MD | 20782 | PC | General Operating | $40,000 |
| So What Else | ||||||
| 1 Preserve Parkway | Rockville | MD | 20852 | PC | General Operating | $75,000 |
| La Cocina VA | ||||||
| 918 S Lincoln Street | Arlington | VA | 22204 | PC | General Operating | $50,000 |
| Arlington Free Clinic | ||||||
| 2921 11th Street South | Arlington | VA | 22204 | PC | General Operating | $60,000 |
| Thrive DC | ||||||
| 1525 Newton Street NW | Washington | DC | 20010 | PC | General Operating | $50,000 |
| N Street Village | ||||||
| 1333 N Street NW | Washington | DC | 20005 | PC | General Operating | $50,000 |
| We Are Family Senior Outreach Network | ||||||
| 1525 Newton Street NW | Washington | DC | 20010 | PC | General Operating | $15,000 |
| Arlington Thrive | ||||||
| PO Box 7429 | Arlington | VA | 22207 | PC | General Operating | $40,000 |
| Montgomery College Foundation | ||||||
| 9221 Corporate Boulevard | Rockville | MD | 20850 | PC | General Operating | $25,000 |
| Parkmont School | ||||||
| 4842 16th Street NW | Washington | DC | 20011 | PC | General Operating | $20,000 |
| Suited for Change | ||||||
| 1023 15th Street NW | Washington | DC | 20005 | PC | General Operating | $10,000 |
| Friends Club | ||||||
| 6601 Bradley Blvd | Bethesda | MD | 20817 | PC | General Operating | $20,000 |
| Junior Achievement of GW | ||||||
| 919 18th Street NW | Washington | DC | 20006 | PC | General Operating | $150,000 |
| WANADA | ||||||
| 5301 Wisconsin Ave | Washington | DC | 20015 | PC | General Operating | $35,000 |
| Voices for Children Montgomery | ||||||
| 1010 Grandin Ave | Rockville | MD | 20851 | PC | General Operating | $50,000 |
| City Blossoms | ||||||
| 516 Kennedy Street NW | Washington | DC | 20016 | PC | General Operating | $15,000 |
| Hope and a Home | ||||||
| 1236 Columbia Road NW | Washington | DC | 20009 | PC | General Operating | $30,000 |
| Dance Institute of Washington | ||||||
| 3400 14th Street NW | Washington | DC | 20010 | PC | General Operating | $40,000 |
| Little Lights Urban Ministries | ||||||
| 760 7th Street SE | Washington | DC | 20003 | PC | General Operating | $30,000 |
| Society of St Andrew | ||||||
| 3383 Sweet Hollow Road | Big Island | VA | 24526 | PC | General Operating | $20,000 |
| Theatre Lab School of the Dramatic Arts | ||||||
| 733 8th Street NW | Washington | DC | 20001 | PC | General Operating | $20,000 |
| Art Enables | ||||||
| 2204 Rhode Island Avenue NE | Washington | DC | 20018 | PC | General Operating | $15,000 |
| Wendt Center | ||||||
| 4201 Connecticut Avenue NW | Washington | DC | 20008 | PC | General Operating | $50,000 |
| Anne Frank House | ||||||
| PO Box 73275 | Washington | DC | 20056 | PC | General Operating | $20,000 |
| Arts for the Aging | ||||||
| 15800 Crabbs Branch Way | Rockville | MD | 20855 | PC | General Operating | $15,000 |
| Platform of Hope | ||||||
| 1640 Columbia Road NW | Washington | DC | 20009 | PC | General Operating | $10,000 |
| Nourish Now | ||||||
| 405 E Gude Drive | Rockville | MD | 20850 | PC | General Operating | $20,000 |
| One World Education | ||||||
| 1800 Kenyon Street NW | Washington | DC | 20008 | PC | General Operating | $50,000 |
| DC Affordable Law Firm | ||||||
| 1717 K Street NW | Washington | DC | 20006 | PC | General Operating | $35,000 |
| Bethesda Cares | ||||||
| 7728 Woodmont Avenue | Bethesda | MD | 20814 | PC | General Operating | $15,000 |
| Georgetown Ministry Center | ||||||
| 1041 Wisconsin Avenue | Washington | DC | 20007 | PC | General Operating | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,956,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $62,969 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $62,969 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,938 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Investment income | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Investment gains | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | market sales | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $62,969 | GrossSalesPriceAmt |
| Basis | $0 | BasisAmt |
| Total Net | $62,969 | TotalNetAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security deposit | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,525 | EOYBookValueAmt |
| EOYFMV | $3,525 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UGL | $5,340,533 |
| Federal excise tax | $204,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Office expenses | $9,336 | $3,112 | $6,224 |
| Insurance | $769 | $384 | $385 |
| Deferred compensation payments | $120,000 | $40,000 | $80,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership income | Desc |
| Revenue And Expenses Per Books | $1,505,920 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,505,920 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAP fees Investment | $115,092 | $115,092 | |
| Computer consulting IT work | $1,515 | $757 | $758 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Payroll taxes/fees | $9,948 | $2,487 | $7,461 |
| RET | $233 | $233 | |
| Franchise tax |
Comments