GRAHAM STRETCH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GRAHAM STRETCH FAMILY FOUNDATION (EIN 82-3103755)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349103402
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 823103755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Graham Stretch Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GRAH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSE GRAHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALYSE | PersonFirstNm |
| Person Last | GRAHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $8,707,758 | 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 | $940,050 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $414,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,970,967 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,116,420 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,501,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,262,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $77,470 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,470 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,890 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,490 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $542 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,816 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $390,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,110,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,182,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $205,404 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $359,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $359,658 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,886,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,831,662 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,348,100 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,092,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,191,320 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,707,758 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $24,106 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,472 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,106 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,472 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,068,246 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,178,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,068,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,178,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,092,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,191,320 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,068,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,110,602 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,178,848 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,178,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,970,967 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,854,547 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,116,420 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,116,420 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,116,420 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,436 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,436 | SubtotalAmt |
| Tax Based On Investment Income | $16,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,472 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,772 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $335 | OverpaymentAmt |
| Applied To ES Tax | $335 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alyse Graham | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $77,470 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,425,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,779,475 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,779,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,662,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $383,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $383,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,436 | TotalTaxAmt |
| Distributable Before Adj | $366,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $366,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $366,703 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $295,516 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $366,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $284,890 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $295,516 | QualifyingDistributionsAmt |
| Applied To Year1 | $284,890 | AppliedToYear1Amt |
| Applied To Current Year | $10,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $356,077 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alyse Graham | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA ALPINE CLUB FOUNDATION | |||||||
| 25 EDGEWATER CT | SAN RAFAEL | CA | 94903 | N/A | PC | Echo Summit / Caldor Fire Relief | $5,000 |
| COMMUNITY OF HOPE INC | |||||||
| 4 ATLANTIC ST SW | WASHINGTON | DC | 20032 | N/A | PC | General & Unrestricted | $10,000 |
| CORPORATION OF THE WASHINGTON LATIN SCHOOL | |||||||
| 5200 2ND ST NW | WASHINGTON | DC | 20011 | N/A | PC | To fulfill pledge to support opening of Cooper Campus and for 2021 Latin Pride/Faculty Fund | $51,000 |
| DC PREP SUPPORT CORPORATION | |||||||
| 707 EDGEWOOD ST NE | WASHINGTON | DC | 20017 | N/A | SO I | General & Unrestricted | $1,000 |
| FRIENDS OF COMPASS INC | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,000 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | To support the classical musical program of the radio station WETA Classical | $1,000 |
| HETERODOX ACADEMY | |||||||
| 82 NASSAU ST 646 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| HOPEWELL FUND | |||||||
| 1828 L ST NW STE 300D | WASHINGTON | DC | 20036 | N/A | PC | GALvanize USA | $5,000 |
| IMPACTASSETS INC | |||||||
| 4340 EAST WEST HWY STE 210 | BETHESDA | MD | 20814 | N/A | PC | To the Alyse Graham and Colin Stretch Donor Advised Fund | $63,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $20,000 |
| KENNEDY KRIEGER FOUNDATION INC | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | N/A | PC | General & Unrestricted | $1,000 |
| MARTHAS TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $2,500 |
| MOCO KIDSCO | |||||||
| 6400 DEMOCRACY BLVD | BETHESDA | MD | 20817 | N/A | PC | General & Unrestricted | $10,000 |
| MYOTONIC DYSTROPHY FOUNDATION | |||||||
| 663 13TH ST SUITE 100 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $1,000 |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | N/A | PC | To the Ann Romney Center for Neurologic Diseases specifically to support the work led by Dr. Vik Khurana | $50,000 |
| POTOMAC CONSERVANCY INC | |||||||
| 962 WAYNE AVE STE 540 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $2,500 |
| ROSEDALE CONSERVANCY INC | |||||||
| PO BOX 39310 | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,200 |
| STREET SENSE INC | |||||||
| 1317 G ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $10,000 |
| TEACH FOR AMERICA INC | |||||||
| 1805 7TH ST NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| THE MUSEUM OF LANGUAGE ARTS INCORPORATED | |||||||
| 925 13TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| TREGARON CONSERVANCY | |||||||
| 2954 MACOMB ST NW | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON AREA BICYCLIST ASSOCIATION | |||||||
| 2599 ONTARIO RD NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $21,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $414,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $560,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $560,970 | 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 |
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 Person | Graham Alyse | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3526 Ordway Street | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $940,050 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | META PLATFORMS INC META, 1250 sh. | $470,025 | 2021-08-30 |
| 1 | META PLATFORMS INC META, 1250 sh. | $470,025 | 2021-08-30 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (153 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $33,772 | $35,526 |
| ABBOTT LABS | $28,111 | $45,600 |
| ABBVIE INC | $96,047 | $134,317 |
| AFLAC INC | $29,299 | $30,012 |
| AGCO CP | $15,790 | $23,320 |
| AIR PRODS & CHEM INC | $53,077 | $68,763 |
| AKAMAI TECH COM STK | $48,670 | $55,243 |
| ALCON INC | $14,196 | $20,560 |
| ALPHABET INC CL A | $41,649 | $55,044 |
| AMAZON COM | $94,187 | $116,702 |
| AMERICAN ELECTRIC POWER INC | $26,953 | $26,691 |
| AMERICAN EXPRESS CO | $69,076 | $84,418 |
| AMERICAN TOWER REIT INC | $29,327 | $37,733 |
| AMERIPRISE FINANCIAL INC | $19,764 | $39,517 |
| APPLE INC | $101,150 | $136,196 |
| APTIV PLC | $21,532 | $41,897 |
| ASHTEAD GROUP PLC | $12,304 | $29,261 |
| ASTRAZENECA | $34,100 | $34,775 |
| AUTOMATIC DATA PROCESSING INC | $47,418 | $67,070 |
| AXA ADS | $36,863 | $39,475 |
| BANK OF AMERICA CORP | $72,666 | $81,061 |
| BEST BUY INC | $34,175 | $29,667 |
| BIO RAD LABS INC CL A | $20,151 | $37,779 |
| BLACKROCK INC | $34,156 | $62,258 |
| BRISTOL-MYERS SQUIBB CO | $37,225 | $43,645 |
| BROADCOM INC | $42,901 | $87,169 |
| CADENCE DESIGN SYSTEMS INC | $32,078 | $45,469 |
| CANADIAN PACIFIC RAILWAY LTD | $15,553 | $15,251 |
| CHEVRON CORP | $87,332 | $98,691 |
| CIENA CORP | $12,452 | $18,781 |
| CISCO SYSTEMS INC | $91,240 | $123,825 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $42,277 | $44,360 |
| COMCAST CORP | $124,702 | $125,523 |
| CORNING INC | $20,034 | $18,541 |
| CORTEVA INC | $18,727 | $33,096 |
| COSTCO WHOLESALE CORPORATION | $18,914 | $32,927 |
| CROWN CASTLE INTL | $72,432 | $100,404 |
| CUMMINS INC | $27,682 | $23,123 |
| CVS CAREMARK CORP | $32,163 | $51,580 |
| DOW INC | $14,166 | $17,016 |
| DUKE ENERGY CO | $28,747 | $31,470 |
| EATON CORP PLC | $21,592 | $34,046 |
| ECOLAB INC | $31,440 | $36,361 |
| ELECTRONIC ARTS | $69,648 | $73,864 |
| ELI LILLY & CO | $34,719 | $74,027 |
| EQUINOR ASA | $23,613 | $35,388 |
| ERSTE GROUP BANK AG | $16,935 | $29,483 |
| EVERSOURCE ENERGYINC | $15,145 | $16,467 |
| EXXON MOBIL CORP | $50,750 | $49,258 |
| FASTENAL COMPANY | $46,727 | $59,640 |
| FIRST EAGLE GLOBAL FUND CLASS | $307,802 | $339,360 |
| FPA CRESCENT PORTFOLIO | $334,828 | $362,597 |
| GARMIN LTD | $28,269 | $28,732 |
| GENERAL MILLS INC | $27,125 | $33,690 |
| GENMAB A/S SPON | $14,158 | $22,431 |
| GILEAD SCIENCES INC | $47,188 | $51,626 |
| GLOBAL PAYMENTS INC | $29,443 | $31,902 |
| GROUPE DANONE ADS | $20,077 | $16,144 |
| H LUNDBECK A/S UNSPON ADR | $12,181 | $9,053 |
| HESS CORP | $19,419 | $24,356 |
| HOME DEPOT INC | $90,585 | $139,443 |
| HONEYWELL INTL | $66,249 | $66,723 |
| HP INC | $313 | $377 |
| ILLINOIS TOOL WORKS | $21,981 | $32,578 |
| INGERSOLL-RAND INC | $23,875 | $38,978 |
| INTEL CORP | $34,302 | $30,900 |
| INTERNATIONAL PAPER CO | $35,975 | $32,886 |
| JOHNSON & JOHNSON | $93,384 | $108,972 |
| JP MORGAN CHASE | $146,061 | $181,786 |
| KBC GROUP SA/NV SHS | $17,474 | $21,242 |
| KEYSIGHT TECHNOLOGIES INC | $7,291 | $12,391 |
| KNORR BREMSE AG EUR | $35,032 | $27,957 |
| KONINKLIJKE PHILIPS ELECTRONIC | $20,646 | $16,877 |
| LABORATORY CORP AMER HLDGS | $11,383 | $18,224 |
| LAIDLAW INTL | $15,729 | $15,665 |
| LINDE PLC COM | $30,477 | $48,500 |
| LOCKHEED MARTIN CORP | $54,366 | $50,468 |
| MARSH AND MCLENNAN COMPANIES I | $49,456 | $82,043 |
| MASTERCARD INC | $53,776 | $56,773 |
| MCDONALD'S CORP | $100,313 | $128,137 |
| MEDTRONIC PLC | $152,786 | $138,209 |
| MERCK & CO INC | $60,431 | $60,852 |
| META PLATFORMS INC | $50,094 | $55,498 |
| METLIFE INC | $27,892 | $29,745 |
| METSO OUTOTEC CORP | $20,022 | $20,192 |
| MICHELIN SCA | $25,394 | $26,984 |
| MICRON TECHNOLOGY | $18,057 | $32,323 |
| MICROSOFT CORP | $183,364 | $370,624 |
| MIRATI THERAPEUTICS INC | $8,246 | $9,682 |
| MONDELEZ INTERNATIONAL INC | $56,443 | $66,376 |
| MONTROSE ENVIRONMENTAL GRP ORD | $18,027 | $36,101 |
| MSA SAFETY INCORPORATED | $15,302 | $19,021 |
| NEW YORK TIMES CO CL A | $18,958 | $19,706 |
| NEXTERA ENERGY, INC | $53,439 | $80,010 |
| NINTENDO CO LTD ADR UNSPON | $13,418 | $15,235 |
| NIPPON TELEGRAPH & TELEPHONE C | $10,750 | $11,786 |
| NXP SEMICONDUCTORS | $17,758 | $29,611 |
| OKTA INC | $14,280 | $13,899 |
| ORACLE CORP | $33,172 | $52,326 |
| PAYCHEX | $69,297 | $91,455 |
| PAYPAL HOLDINGS, INC | $62,632 | $49,974 |
| PEPSICO INC | $54,513 | $68,094 |
| PHILLIPS 66 | $16,708 | $12,463 |
| PING AN INSURANCE GROUP ADR | $21,607 | $12,920 |
| PNC FINANCIAL GROUP INC | $58,864 | $70,784 |
| PROCTER GAMBLE CO | $108,860 | $138,389 |
| PROLOGIS | $26,602 | $48,319 |
| PRYSMIAN SPA | $13,936 | $19,908 |
| PT BK MANDIR PRS UNSP/ADR | $25,121 | $27,773 |
| PUTNAM SHORT DURATION INCOME C | $158,730 | $158,916 |
| QUALCOMM INC | $67,622 | $94,727 |
| RAYTHEON TECHNOLOGIES CORP | $34,684 | $43,030 |
| REALTY INCOME CORP | $34,328 | $34,864 |
| RIVIAN AUTOMOTIVE INC CL A | $12,544 | $13,065 |
| SAGE GROUP PLC | $24,858 | $31,657 |
| SALESFORCE.COM | $69,543 | $70,902 |
| SEMPRA ENERGY COM | $40,130 | $37,303 |
| SHOALS TECHNOLOGIES GROUP | $17,089 | $13,438 |
| SIMON PPTY GROUP INC | $29,375 | $31,954 |
| SNOWFLAKE INC | $31,120 | $36,246 |
| SOCIETE GENERALE SA | $23,959 | $30,853 |
| SOFTBANK CP UNSP ADR | $28,434 | $24,627 |
| SONY GROUP CORP | $28,160 | $50,813 |
| SOUTHWEST AIRLINES | $12,079 | $11,824 |
| SPECTRIS PLC | $18,196 | $25,605 |
| STARBUCKS CORP COM | $64,130 | $84,569 |
| SWEETGREEN INC CL A | $22,100 | $16,288 |
| T. ROWE PRICE GROUP | $22,660 | $35,592 |
| TAKEDA PHARMACEUTICAL COMPANY | $15,590 | $11,517 |
| TARGET CORPORATION | $32,697 | $31,244 |
| TECHNOPRO HOLDINGS 5 SPONSORED | $12,724 | $18,055 |
| TENCENT HOLDINGS LIMITED | $31,644 | $22,562 |
| TEXAS INSTRUMENTS INC | $99,430 | $140,410 |
| THE COCA-COLA CO | $46,850 | $53,289 |
| TJX COMPANIES INC | $124,218 | $151,460 |
| TRAVELERS COMPANIES INC | $14,289 | $15,643 |
| TRUIST FINANCIAL CORPORATION | $72,189 | $80,799 |
| UNILEVER PLC AMER | $24,498 | $22,430 |
| UNITED PARCEL SERVICE | $46,276 | $50,370 |
| UNITEDHEALTH GROUP INC | $76,792 | $116,999 |
| UNIVERSAL DISPLAY CORP | $24,621 | $23,764 |
| US BANCORP | $62,088 | $64,876 |
| VAIL RESORTS INC | $16,268 | $24,593 |
| VERIZON COMMUNICATIONS | $74,178 | $66,873 |
| VERTEX PHARMCTLS INC | $26,404 | $29,207 |
| VISA INC | $22,391 | $25,355 |
| VMWARE INC | $24,773 | $19,815 |
| WAL-MART STORES INC | $35,597 | $43,407 |
| WALT DISNEY HOLDINGS CO | $53,650 | $46,467 |
| WEC ENERGY GROUP, INC | $25,632 | $26,209 |
| WELLS FARGO & CO | $47,489 | $61,031 |
| WESTERN DIGITAL CORP | $18,222 | $21,193 |
| XILINX INC | $14,653 | $22,899 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $24,661 | $24,661 | |
| Bank Charges | $542 | $542 | |
| Postage/Delivery Service | $130 | $130 | |
| State or Local Filing Fees | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $24,106 | BOYBookValueAmt |
| EOY Book Value | $12,472 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $77,470 | Amt |
| Net Investment Income | $77,470 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $14,400 | |
| Foreign Tax Paid | $2,490 | $2,490 |