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W RUSSELL AND NORMA RAMSEY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
W RUSSELL AND NORMA RAMSEY FOUNDATION INC (EIN 52-1853713)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-03-11
IRS object ID
202240709349100804
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-11T11:18:02-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521220482PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAISER SCHERER & SCHLEGEL PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11410 SPRING HILL ROAD SUITE 400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521853713EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1W RUSSELL AND NORMA RAMSEY FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWRUSBusinessNameControlTxt
Phone7032691901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11410 SPRING HILL ROAD SUITE 400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonW RUSSELL RAMSEYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7032691901PhoneNum
Signature2022-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWPersonFirstNm
Person LastRUSSELL RAMSEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE CHENGPreparerPersonNm
PTINP00841023PTIN
Phone7038474660PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,597,968FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,917,842ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,465DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,465DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,644,641NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,916,145GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,644,641CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,569,948TotalRevAndExpnssAmt
Total Net Invst Incm$1,652,106TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,637AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$246OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$41OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,883TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$480,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$480,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$494,883TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$480,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,075,065ExcessRevenueOverExpensesAmt
Net Investment Income$1,652,065NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$454CashBOYAmt
Sav And Temp Cash Invst BOY$11,736SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,543,609SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,543,609SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$8,943RcvblFromOfficersBOYAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$2,054,359CorporateStockEOYAmt
Corporate Stock EOYFMV$2,054,359CorporateStockEOYFMVAmt
Total Assets BOY$21,133TotalAssetsBOYAmt
Total Assets EOY$3,597,968TotalAssetsEOYAmt
Total Assets EOYFMV$3,597,968TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$36,865OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,865TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$21,133RetainedEarningBOYAmt
Retained Earning EOY$3,561,103RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,133TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,561,103TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,133TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,597,968TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,133TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,075,065ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,096,198SubtotalAmt
Other Decreases$1,535,095OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,561,103TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,916,145GrossSalesPriceAmt
Cost Or Other Basis$271,504CostOrOtherBasisAmt
Gain Or Loss$1,644,641GainOrLossAmt
Gains Minus Excess Or Losses$1,644,641GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,644,641CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,964InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,964SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,964TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$35,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$35,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$289EsPenaltyAmt
Overpayment$11,747OverpaymentAmt
Applied To ES Tax$11,747AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksW RUSSELL RAMSEYIndividualWithBooksNm
Phone7032691901PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11410 SPRING HILL ROAD SUITE 400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior ActsYes (1)UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
W RUSSELL RAMSEY
10411 NEW ASCOT DRIVEGREAT FALLSVA22066DIRECTOR0.00$0$0$0
NORMA RAMSEY
10411 NEW ASCOT DRIVEGREAT FALLSVA22066DIRECTOR0.00$0$0$0
NED S SCHERER
1410 SPRING HILL ROAD SUITE 400MCLEANVA22102DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S ONLY CHARITABLE ACTIVITY CONSISTS OF MAKING CASH CONTRIBUTIONS TO A VARIETY OF CHARITABLE ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,343,629AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,282,068AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,625,697TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,625,697AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,385CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,571,312NetVlNoncharitableAssetsAmt
Minimum Investment Return$178,566MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$178,566MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,964TaxBasedOnInvestmentIncomeAmt
Total Tax$22,964TotalTaxAmt
Distributable Before Adj$155,602DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$155,602DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$155,602DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$480,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$480,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$480,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$155,602DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$62,382ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$139,184ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$36,777ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,106ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$109,420ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$402,869TotalExcessDistributionCyovAmt
Qualifying Distributions$480,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$155,602AppliedToCurrentYearAmt
Remaining Distri From Corpus$324,398RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$727,267TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$62,382ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$664,885ExcessDistriCyovToNextYrAmt
Excess From Year4$139,184ExcessFromYear4Amt
Excess From Year3$36,777ExcessFromYear3Amt
Excess From Year2$55,106ExcessFromYear2Amt
Excess From Year1$109,420ExcessFromYear1Amt
Excess From Current Year$324,398ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerW RUSSELL RAMSEYContributingManagerNm
Contributing ManagerNORMA RAMSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540BOSTONMA021141101NONEPUBLIC CHARITYELIZABETH "BETH" RISTVEDT ALBRIGHT FUND FOR ALS RESEARCH$10,000
GREATER WASHINGTON PARTNERSHIP
1200 17TH STREET NW STE 550WASHINGTONDC20036NONEPUBLIC CHARITYUNRESTRICTED$320,000
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREETNEW YORKNY10065NONEPUBLIC CHARITYUNRESTRICTED$50,000
THE POTOMAC SCHOOL
1301 POTOMAC SCHOOL ROADMCLEANVA22101NONEEDUCATIONAL ORG.UNRESTRICTED$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$480,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,465ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,644,641ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,652,106ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,652,106TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
RUSSELL AND NORMA RAMSEY
111411 NEW ASCOT DRIVEGREAT FALLSVA22066$56,842Yes (X)
RUSSELL AND NORMA RAMSEY
211411 NEW ASCOT DRIVEGREAT FALLSVA22066$3,861,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property30,000 SHARES OF APPLE STOCKSNoncashPropertyDesc
Fair Market Value$3,861,000FairMarketValueAmt
Received2020-12-17ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,637Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock15,000 SHARES APPLE INC (FAIR MARKET VALUE)StockNm
EOY Book Value$2,054,359EOYBookValueAmt
EOYFMV$2,054,359EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$1,535,095Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$41$41$0
REGISTRATION FEES$205$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO WELLS FARGODesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$36,865EOYBookValueAmt

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