MCADAMS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MCADAMS FOUNDATION (EIN 54-1967451)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202231369349103383
- Schema version
- 2021v4.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T13:15:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 541967451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCADAMS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STERLING FOUNDATION MANAGEMENT LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCAD | BusinessNameControlTxt |
| Phone | 7034379720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LLOYD MCADAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7034379720 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LLOYD | PersonFirstNm |
| Person Last | MCADAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
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 |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,583,376 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,485 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,211 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,211 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $890,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,158,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $890,857 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $926,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $915,068 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,779 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,828 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,779 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,779 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $848,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $911,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $425,437 | CashBOYAmt |
| Cash EOY | $4,969 | CashEOYAmt |
| Cash EOYFMV | $4,969 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,324,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,324,200 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,042,516 | CorporateStockBOYAmt |
| Corporate Stock EOY | $987,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,254,207 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,467,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,316,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,583,376 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,467,928 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,316,296 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,467,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,467,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,316,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,467,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $848,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,316,296 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,316,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CORESTONE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $1,158,787 | GrossSalesPriceAmt |
| Cost Or Other Basis | $267,930 | CostOrOtherBasisAmt |
| Gain Or Loss | $890,857 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $890,857 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $890,857 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,667 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,667 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $583 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $583 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,084 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STERLING FOUNDATION MANAGEMENT | IndividualWithBooksNm |
| Phone | 7034379720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE STE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LLOYD MCADAMS | ||||||||
| 12030 SUNRISE VALLEY DR STE 450 | RESTON | VA | 20191 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH E MCADAMS | ||||||||
| 12030 SUNRISE VALLEY DR STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID L MCADAMS | ||||||||
| 12030 SUNRISE VALLEY DR STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,133,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $947,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,081,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,081,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,050,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,667 | TotalTaxAmt |
| Distributable Before Adj | $89,847 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,847 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,847 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,698 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,698 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,553 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,698 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,553 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $80,702 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LLOYD MCADAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA INC | ||||||
| PO BOX 5948 | TALLAHASSEE | FL | 32314 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| DEERING ESTATE FOUNDATION | ||||||
| 16701 SW 72 AVE | PALMETTO BAY | FL | 33157 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| DOCTORS WITHOUT BORDERS USA | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| EASTER SEALS - NATIONAL CHAPTER | ||||||
| 141 W JACKSON BLVD SITE 1400A | CHICAGO | IL | 60604 | 501(C)(3) | GENERAL SUPPORT | $25 |
| FOOD BANK OF CENTRAL AND EASTERN NORTH CAROLINA | ||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| HARVARD GLEE CLUB FOUNDATION | ||||||
| PO BOX 381609 | CAMBRIDGE | MA | 02238 | 501(C)(3) | GENERAL SUPPORT | $500 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| JACK THE BIKE MAN INC | ||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| JOVENES INC | ||||||
| 1208 PLEASANT AVENUE | LOS ANGELES | CA | 90033 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| LA FAMILY HOUSING | ||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| NC AQUARIUM | ||||||
| 3125 POPLARWOOD CT SUITE 160 | RALEIGH | NC | 27604 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| NC MODERNIST HOUSES | ||||||
| 5409 PELHAM ROAD | DURHAM | NC | 27713 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| NC MUSEUM OF LIFE AND SCIENCE | ||||||
| 433 W MURRAY AVENUE | DURHAM | NC | 27704 | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| NORTON MUSEUM OF ART | ||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | 501(C)(3) | GENERAL SUPPORT | $145 |
| ORANGE COUNTY RAPE CRISIS CENTER | ||||||
| PO BOX 4722 | CHAPEL HILL | NC | 27515 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| PALM BEACH COUNTY FOOD BANK | ||||||
| 701 BOUTWELL ROAD SUITE A-2 | LAKE WORTH | FL | 33461 | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| POLLINATOR PARTNERSHIP | ||||||
| 600 MONTGOMERY ST STE 440 | SAN FRANCISCO | CA | 94111 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| SAMUEL EELLS LITERARY AND EDUCATIONAL FOUNDATION INC (SELEF) | ||||||
| 2242 N BALDWIN WAY 5B | PALATINE | IL | 60074 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| SAVE THE CHILDREN | ||||||
| PO BOX 97132 | WASHINGTON | DC | 20090 | 501(C)(3) | GENERAL SUPPORT | $500 |
| SOCIAL JUSTICE LEARNING INSTITUTE | ||||||
| 600 CENTINELA AVE | INGLEWOOD | CA | 90302 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR HQ | ||||||
| PO BOX 20466 | STANFORD | CA | 94309 | 501(C)(3) | GENERAL SUPPORT - HOOVER INSTITUTION AND SYNCHRONIZED SWIMMING TEAM | $5,200 |
| STEP UP | ||||||
| 510 SOUTH HEWITT STREET 111 | LOS ANGELES | CA | 90013 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| THE OCEAN CLEANUP | ||||||
| DEPT LA 24875 | PASADENA | CA | 91185 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| THE PALM BEACH POLICE & FIRE FOUNDATION INC | ||||||
| 139 NORTH COUNTY ROAD SUITE 26 | PALM BEACH | FL | 33480 | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| THE SALVATION ARMY OF PALM BEACH COUNTY | ||||||
| 2100 PALM BEACH LAKES BLVD | WEST PALM BEACH | FL | 33409 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| TRIANGLE LAND CONSERVANCY | ||||||
| 514 SOUTH DUKE STREET | DURHAM | NC | 27701 | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| TRICOUNTY ANIMAL RESCUE | ||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| TRINITY SCHOOL OF DURHAM & CHAPEL HILL | ||||||
| 4011 PICKETT ROAD | DURHAM | NC | 27705 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY | ||||||
| 4001 HARDING PIKE | NASHVILLE | TN | 37205 | 501(C)(3) | MBA SENSING FUND AND GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL WUNC | ||||||
| 120 FRIDAY CENTER DRIVE | CHAPEL HILL | NC | 27517 | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,870 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,211 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $890,857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $915,068 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $915,068 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LLOYD MCADAMS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DR STE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $778,399 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHARES OF APOLLO MEDICAL HOLDINGS, INC. | NoncashPropertyDesc |
| Fair Market Value | $778,399 | FairMarketValueAmt |
| Received | 2021-07-19 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SYNDICATED CAPITAL, INC | StockNm |
| EOY Book Value | $987,127 | EOYBookValueAmt |
| EOYFMV | $1,254,207 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO STERLING FDN MGMT, LLC | Desc |
| BOY Book Value | $25 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $18,170 | $3,634 | $8,828 |
| INVESTMENT MANAGEMENT FEES | $145 | $145 | $0 |
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