JOHN EDWARD FOWLER MEMORIAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN EDWARD FOWLER MEMORIAL FOUNDATION (EIN 51-6019469)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-04
- IRS object ID
- 202201559349100200
- Schema version
- 2021v4.1
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- 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 | 2022-06-04T09:57:51-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-06-04 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffery P Capron | PreparerPersonNm |
| PTIN | P00082778 | PTIN |
| Phone | 3015099735 | PhoneNum |
| Preparation | 2022-06-04 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,315,940 | 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 | $272 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $272 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,568,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,568,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,329,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,329,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,329,740 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $165,560 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $165,560 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,063,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,063,935 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $158,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $105,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $112,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,200 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $13,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,058 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,023 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,035 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,685 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,645 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $480 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $240 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $55,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,400 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,342 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $120,683 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $622,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $243,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $378,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,045,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,045,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,667,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $243,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,423,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,396,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,820,728 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $146,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,492 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $28,359 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $50,049,335 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,171,317 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,032,745 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,500 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $4,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $16,615,217 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,759,954 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,125,495 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,941 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,188 | LandBOYAmt |
| Land EOY | $708 | LandEOYAmt |
| Land EOYFMV | $708 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $66,845,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,088,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,315,940 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $725 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $246 | AccountsPayableEOYAmt |
| 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 | $725 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $246 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $66,844,965 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,088,725 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,844,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,088,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,845,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,088,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,844,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,396,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $76,241,490 | SubtotalAmt |
| Other Decreases | $1,152,765 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,088,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Var stocks bonds and mutual funds | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $11,329,740 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,329,740 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $11,329,740 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,329,740 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $178,208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $178,208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $178,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $188,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $188,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$188,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,204 | EsPenaltyAmt |
| Overpayment | $6,588 | OverpaymentAmt |
| Applied To ES Tax | $6,588 | 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 | 3016542700 | 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 | $28,000 | $0 | $0 |
| Kelly Capron | ||||||||
| 4340 East West Highway | Bethesda | MD | 20814 | Trustee | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $68,653,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $328,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,986,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $68,986,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,034,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,952,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,397,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,397,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178,208 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $178,208 | TotalTaxAmt |
| Distributable Before Adj | $3,219,395 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,219,395 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,219,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,423,963 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,423,963 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,219,395 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $295,353 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $451,610 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $941,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,423,963 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,219,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $204,568 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,145,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $295,353 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $194,457 | ExcessFromYear2Amt |
| Excess From Year1 | $451,610 | ExcessFromYear1Amt |
| Excess From Current Year | $204,568 | 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 (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Together We Bake | ||||||
| 3821 Griffith Place | Alexandria | VA | 22304 | PC | General Operating | $20,000 |
| Food and Friends | ||||||
| 219 Riggs Road NE | Washington | DC | 20011 | PC | General Operating | $50,000 |
| Building Bridges Across the River | ||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | PC | General Operating | $350,000 |
| The Washington School for Girls | ||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | PC | General Operating | $40,000 |
| Rebuilding Together Alexandria | ||||||
| 700 Princess Street Ste 206 | Alexandria | VA | 22314 | PC | General Operating | $15,000 |
| My Sister's Place | ||||||
| 1436 U Street NW | Washington | DC | 20009 | PC | General Operating | $25,000 |
| DC Central Kitchen | ||||||
| 425 2nd Street NW | Washington | DC | 20001 | PC | General Operating | $100,000 |
| Nick's Place | ||||||
| 10482 Baltimore Ave Ste 199 | Beltsville | MD | 20705 | PC | General Operating | $20,000 |
| Boys & Girls Club of Greater Washington | ||||||
| 4103 Benning Road NE | Washington | DC | 20019 | PC | General Operating | $100,000 |
| DC Youth Orchestra Program | ||||||
| 1120 20th Street NW Ste 200N | Washington | DC | 20036 | PC | General Operating | $10,000 |
| For Love of Children | ||||||
| 1301 Pennsylvania Avenue SE | Washington | DC | 20003 | PC | General Operating | $45,000 |
| Bread for the City | ||||||
| 1525 7th Street | Washington | MD | 20001 | PC | General Operating | $200,000 |
| Housing Unlimited | ||||||
| 12125 Veirs Mill Road | Silver Spring | MD | 20906 | PC | General Operating | $20,000 |
| Community Lodgings Inc | ||||||
| 3912 Elbert Ave 108 | Alexandria | VA | 22305 | PC | General Operating | $20,000 |
| Washington Legal Clinic Homeless | ||||||
| 1200 U Street NW | Washington | DC | 20009 | PC | General Operating | $20,000 |
| Mainstreet Child Development | ||||||
| 4401 Sideburn Road | Fairfax | VA | 22003 | PC | General Operating | $25,000 |
| Leveling the Playing Field | ||||||
| 9170 Brookville Road | Silver Spring | MD | 20910 | PC | General Operating | $15,000 |
| Life Pieces to Master Pieces | ||||||
| 5600 Eads Street NE | Washington | DC | 20019 | PC | General Operating | $20,000 |
| Beacon for Adult Literacy | ||||||
| 9535 Linton Hall Road | Bristow | VA | 20136 | PC | General Operating | $15,000 |
| Manna | ||||||
| 6856 Eastern Avenue NW | Washington | DC | 20012 | PC | General Operating | $30,000 |
| Jubilee Jumpstart | ||||||
| 2525 Ontario Road | Washington | DC | 20009 | PC | General Operating | $30,000 |
| Bright Beginnings | ||||||
| 3418 4th Street SE | Washington | DC | 20032 | PC | General Operating | $50,000 |
| Samaritan Ministry of GW | ||||||
| 1516 Hamilton Street | Washington | DC | 20011 | PC | General Operating | $40,000 |
| Derwood Bible Church | ||||||
| 16011 Chieftain Avenue | Derwood | MD | 20855 | PC | General Operating | $25,000 |
| Barker Adoption Foundation | ||||||
| 7979 Old Georgetown Road 1st Fl | Bethesda | MD | 20814 | PC | General Operating | $50,000 |
| Jewish Council for the Aging | ||||||
| 12320 Parklawn Drive | Rockville | MD | 20852 | PC | General Operating | $20,000 |
| Shepard's Table | ||||||
| 8106 Georgia Avenue | Silver Spring | MD | 20910 | PC | General Operating | $35,000 |
| Literacy Council of N VA | ||||||
| 2855 Annandale Road | Falls Church | VA | 22042 | PC | General Operating | $15,000 |
| Washington Ballet | ||||||
| 3515 Wisconsin Avenue NW | Washington | DC | 20016 | PC | General Operating | $80,000 |
| New Futures | ||||||
| 609 H Street NE | Washington | DC | 20002 | PC | General Operating | $35,000 |
| RX Partnership | ||||||
| 1500 Forest Ave | Richmond | VA | 23229 | PC | General Operating | $20,000 |
| Crossroads Community Food Network | ||||||
| 6930 Carroll Avenue Ste 426 | Takoma Park | MD | 20912 | PC | General Operating | $20,000 |
| DC Volunteer Lawyers Project | ||||||
| 5335 Wisconsin Avenue Ste 440 | Washington | DC | 20015 | PC | General Operating | $25,000 |
| Senior Services of Alexandria | ||||||
| 206 N Washington Street Ste 301 | Alexandria | VA | 22314 | PC | General Operating | $15,000 |
| Young Playwrights' Theatre | ||||||
| 6925 Willow Street NW | Washington | DC | 20012 | PC | General Operating | $25,000 |
| Central Union Mission | ||||||
| 65 Massachusetts Avenue NW | Washington | DC | 20001 | PC | General Operating | $75,000 |
| Greater Washington Diaper Bank | ||||||
| 1532 A Street NE | Washington | DC | 20002 | PC | General Operating | $25,000 |
| So What Else | ||||||
| 1 Preserve Parkway | Rockville | MD | 20852 | PC | General Operating | $125,000 |
| Friendship Place | ||||||
| 4713 Wisconsin Avenue NW | Washington | DC | 20016 | PC | General Operating | $65,000 |
| Bethesda Cares | ||||||
| 7728 Woodmont Ave | Bethesda | MD | 20814 | PC | General Operating | $10,000 |
| Western Fairfax Christian Ministries | ||||||
| 4511 Daly Drive Ste J | Chantilly | VA | 20153 | PC | General Operating | $40,000 |
| NOVA Scripts Central | ||||||
| 6400 Arlington Blvd | Falls Church | VA | 22042 | PC | General Operating | $30,000 |
| Georgetown Ministry Center | ||||||
| 1041 Wisconsin Ave NW | Washington | DC | 20007 | PC | General Operating | $20,000 |
| Arlington Thrive | ||||||
| PO Box 7429 | Arlington | VA | 22207 | PC | General Operating | $40,000 |
| DC Kincare Alliance | ||||||
| 1101 Connecticut Ave NW | Washington | DC | 20036 | PC | General Operating | $5,000 |
| Wilderness Leadership | ||||||
| 1758 Park Road NW | Washington | DC | 20010 | PC | General Operating | $15,000 |
| Suited for Change | ||||||
| 1023 15th Street NW | Washington | DC | 20005 | PC | General Operating | $20,000 |
| 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 | $55,000 |
| Voices for Children Montgomery | ||||||
| 1010 Grandin Ave | Rockville | MD | 20851 | PC | General Operating | $100,000 |
| CityDance | ||||||
| 4000 Albemarle Street NWW | Washington | DC | 20016 | PC | General Operating | $40,000 |
| Don Bosco Cristo Rey High School | ||||||
| 1010 Larch Ave | Takoma Park | MD | 20912 | PC | General Operating | $30,000 |
| Dance Institute of Washington | ||||||
| 3400 14th Street NW | Washington | DC | 20010 | PC | General Operating | $20,000 |
| Little Lights Urban Ministries | ||||||
| 760 7th Street SE | Washington | DC | 20003 | PC | General Operating | $30,000 |
| Dance Place | ||||||
| 3225 8th Street NE | Washington | DC | 20017 | PC | General Operating | $20,000 |
| Treatment and Learning Center | ||||||
| 2092 Gaither Road | Rockville | MD | 20850 | PC | General Operating | $15,000 |
| Platform of Hope | ||||||
| 1640 Columbia Road | Washington | DC | 20009 | PC | General Operating | $10,000 |
| Wendt Center | ||||||
| 4201 Connecticut Avenue NW | Washington | DC | 20008 | PC | General Operating | $30,000 |
| Mary House | ||||||
| 4303 13th Street NE | Washington | DC | 20017 | PC | General Operating | $25,000 |
| Church of the Ephipany | ||||||
| 1317 G Street NW | Washington | DC | 20005 | PC | General Operating | $20,000 |
| College Tracks | ||||||
| 8737 Colesville Road | Silver Spring | MD | 20910 | PC | General Operating | $50,000 |
| Nourish Now | ||||||
| 405 E Gude Drive | Rockville | MD | 20850 | PC | General Operating | $20,000 |
| Rising for Justice | ||||||
| 901 4th Street NE | Washington | DC | 20001 | PC | General Operating | $25,000 |
| Beacon House | ||||||
| PO Box 29629 | Washington | DC | 20017 | PC | General Operating | $40,000 |
| One World Education | ||||||
| 1800 Kenyon Street NW | Washington | DC | 20008 | PC | General Operating | $35,000 |
| Feed the Fridge | ||||||
| PO Box 31123 | Bethesda | MD | 20824 | PC | General Operating | $5,000 |
| DC Affordable Law Firm | ||||||
| 1717 K Street NW | Washington | DC | 20006 | PC | General Operating | $25,000 |
| Washington Jesuit Academy | ||||||
| 900 Varnum Street NE | Washington | DC | 20017 | PC | General Operating | $35,000 |
| Shaw Community Ministry | ||||||
| 1701 11th Street NW | Washington | DC | 20001 | PC | General Operating | $20,000 |
| Churchill School | ||||||
| 301 East 29th Street | New York | NY | 10016 | PC | General Operating | $20,000 |
| Cornerstone Montgomery | ||||||
| 2 Taft Court | Rockville | MD | 20850 | PC | General Operating | $40,000 |
| Gaithersburg HELP | ||||||
| 301 Muddy Branch Road | Gaithersburg | MD | 20878 | PC | General Operating | $15,000 |
| Keys for the Homeless | ||||||
| PO Box 32027 | Washington | DC | 22003 | PC | General Operating | $25,000 |
| Collegiate Directions | ||||||
| 4827 Rugby Avenue | Bethesda | MD | 20814 | PC | General Operating | $20,000 |
| Hope House | ||||||
| PO Box 60682 | Washington | DC | 20011 | PC | General Operating | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,045,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,329,740 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,329,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,329,740 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Brother Laser printer | 2006-12-05 | $420 | $420 | SL | 5.000000000000 | $0 |
| Conf table / chairs | 2007-06-21 | $3,000 | $3,000 | SL | 7.000000000000 | $0 |
| Exec chair SFM | 2007-08-15 | $210 | $210 | SL | 7.000000000000 | $0 |
| Safford chair | 2007-08-22 | $105 | $105 | SL | 7.000000000000 | $0 |
| Drapes Bethesda | 2007-12-01 | $2,892 | $2,892 | SL | 5.000000000000 | $0 |
| HP 1040 Fax | 2008-01-02 | $100 | $100 | SL | 5.000000000000 | $0 |
| HP 1006 Laser printer SFM | 2008-01-03 | $147 | $147 | SL | 5.000000000000 | $0 |
| Dell Optiplex 7010 | 2013-12-08 | $1,485 | $1,485 | SL | 5.000000000000 | $0 |
| Kodak 2900 scanner | 2015-03-02 | $2,229 | $2,229 | SL | 5.000000000000 | $0 |
| Dell poweredge 7350 server | 2016-09-12 | $1,324 | $1,192 | SL | 5.000000000000 | $132 |
| HP x360 laptop | 2017-12-07 | $750 | $600 | SL | 5.000000000000 | $150 |
| Lenovo thinkpad desktop | 2019-08-31 | $562 | $281 | SL | 5.000000000000 | $113 |
| Computer accessories | 2020-06-30 | $425 | $43 | SL | 5.000000000000 | $85 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Investment securities | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Open market sale | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $11,329,740 | GrossSalesPriceAmt |
| Total Net | $11,329,740 | TotalNetAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UGL | $1,085,118 |
| Federal excise tax | $67,647 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office expenses | $8,420 | $2,807 | $5,613 |
| Dues and subscriptions | $11,046 | $3,682 | $7,364 |
| Insurance | $1,559 | $520 | $1,039 |
| Deferred compensation payments | $160,000 | $53,333 | $106,667 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership income | Desc |
| Revenue And Expenses Per Books | $165,560 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $165,560 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CAP fees Investment | $76,073 |
| Springreef Investment | $13,950 |
| Computer consulting IT work | $2,035 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes/fees | $9,616 | $3,205 | $6,411 |
| RET | $480 | $480 | |
| Franchise tax | $234 | $234 |
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