MAXIMUS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MAXIMUS FOUNDATION (EIN 54-1993677)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-04-22
IRS object ID
202241129349100019
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-22T14:47:43-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541993677EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAXIMUS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GERARD CARUSOInCareOfNm
Business Name ControlMAXIBusinessNameControlTxt
Phone7032518500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 TYSONS BOULEVARD Suite 1400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BOYERPersonNm
Person TitleChairmanPersonTitleTxt
Phone7032518500PhoneNum
Signature2022-06-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastBOYERPersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,770,742FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,422,439ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$139InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$139InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5DividendsNetInvstIncmAmt
Total Rev And Expnss$2,422,583TotalRevAndExpnssAmt
Total Net Invst Incm$144TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$3,760OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,760OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,760TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,760TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,455,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,455,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,458,760TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,760TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,455,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$963,823ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,942,400CashBOYAmt
Cash EOY$2,716,151CashEOYAmt
Cash EOYFMV$2,716,151CashEOYFMVAmt
Sav And Temp Cash Invst BOY$54,585SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,591SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,591SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,996,985TotalAssetsBOYAmt
Total Assets EOY$2,770,742TotalAssetsEOYAmt
Total Assets EOYFMV$2,770,742TotalAssetsEOYFMVAmt
Other Liabilities BOY$190,067OtherLiabilitiesBOYAmt
Total Liabilities BOY$190,067TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,806,919NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,770,742NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,806,919TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,770,742TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,996,986TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,770,742TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,806,919TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$963,823ExcessRevenueOverExpensesAmt
Subtotal$2,770,742SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,770,742TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MAXIMUS.COM/FOUNDATIONWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GERARD CARUSOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7032518500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11600 TYSONS BOULEVARD SUITE 1400 -AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Relying Current Ntc Dsstr AsstYes (X)RelyingCurrentNtcDsstrAsstInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
John Boyer
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Chairman0$0$0$0
Madison West
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Secretary0$0$0$0
David Casey
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Treasurer0$0$0$0
Kim Colbeck
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Benjamin R Coss
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Kenneth Fisher Jr
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Deborah Homewood
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Kinte Ibbott
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Thomas Naughton
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Terrence Raftery
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Lisa Simmons
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Kelly Blaschke Treharne
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Paula Wales
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Julia Willis
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Di Briggs
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Arvenita W Cherry
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Byron French
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0
Ferdinand Morales
1600 TYSONS BOULEVARD Suite 1400MCLEANVA22102Director0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,468,070AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,468,070TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,468,070AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,021CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,446,049NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,302MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,302MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$72,302DistributableBeforeAdjAmt
Distributable Before Ded$72,302DistributableBeforeDedAmt
Distributable As Adjusted$72,302DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,455,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,455,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,455,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,302DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$997,054ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,050,569ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,503,260ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$978,864ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,231,544ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,761,291TotalExcessDistributionCyovAmt
Qualifying Distributions$1,455,000QualifyingDistributionsAmt
Applied To Current Year$72,302AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,382,698RemainingDistriFromCorpusAmt
Total Corpus$7,143,989TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$997,054ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,146,935ExcessDistriCyovToNextYrAmt
Excess From Year4$1,050,569ExcessFromYear4Amt
Excess From Year3$1,503,260ExcessFromYear3Amt
Excess From Year2$978,864ExcessFromYear2Amt
Excess From Year1$1,231,544ExcessFromYear1Amt
Excess From Current Year$1,382,698ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMAXIMUS FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11600 TYSONS BOULEVARD Suite 1400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3012518500RecipientPhoneNum
Form And Info And MaterialsCompleted application Cover letter with a brief description of organization and request Audited financial statement opinion of Certified Public Accountant for most recent year Letter of Determination from the IRS verifying not-for-profit-tax-exempt status Current listing of Board of Directors and OfficersFormAndInfoAndMaterialsTxt
Submission DeadlinesApplications are accepted on a rolling basis.SubmissionDeadlinesTxt
Restrictions On AwardsThe MAXIMUS Foundation provides cash grants to nonprofit organizations/charities that help disadvantaged populations and underserved communities through youth and child development, community development, and healthcare. Applications are only offered to organizations nominated by eligible employees.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See Statement 1BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VariousAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Grant Or Contribution PurposeProgram SupportGrantOrContributionPurposeTxt
Amt$1,455,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,455,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$139ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$144ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMaximus IncContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11600 TYSONS BOULEVARD Suite 1400 -AddressLine1Txt
CityMcLeanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,422,439TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ADMINISTRATIVE FEE
BANK FEE$3,760$3,760

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