RUTH AND HAL LAUNDERS CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RUTH AND HAL LAUNDERS CHARITABLE TR (EIN 02-0703907)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-11-30
- IRS object ID
- 202233349349100303
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-30T08:55:54-06:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H STREET SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020703907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUTH AND HAL LAUNDERS CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 7034979200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 546 | AddressLine1Txt |
| City | HERNDON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201720546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY J FAIRFIELD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7034379200 | PhoneNum |
| Signature | 2022-11-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | FAIRFIELD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | 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 | $48,976,135 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,487 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,487 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $517,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $517,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,345,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,570,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,345,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,388 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,388 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,879,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,879,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $257,403 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $128,702 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $128,701 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,713 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,355 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,358 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,700 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $120,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,855 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $91,913 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $419,362 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $306,362 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,115 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,775 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,906 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,869 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,003,536 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $267,283 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $736,253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,010,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $841,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,058,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,350,577 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,350,577 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,360,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $841,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,409,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,481,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,037,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,701 | CashBOYAmt |
| Cash EOY | $7,802 | CashEOYAmt |
| Cash EOYFMV | $7,802 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,122,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $895,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $895,082 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,579,801 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,115,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,529,479 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,120,119 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,211,803 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,925,760 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $15,226,552 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $15,293,083 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $15,226,552 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $19,840,303 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $6,563,995 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,738,847 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,523,628 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,182,328 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,254,081 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,254,081 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,870,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,449,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,976,135 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $57,400 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,400 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $44,870,444 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,392,434 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,870,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,392,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,870,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,449,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,870,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,481,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,337 | OtherIncreasesAmt |
| Subtotal | $43,392,434 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,392,434 | 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, MARKETABLE SECURITIES | PropertyDesc |
| Gross Sales Price | $2,570,311 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,224,394 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,345,917 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,345,917 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,345,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,424 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,424 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,810 | 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 | $39,810 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,386 | OverpaymentAmt |
| Applied To ES Tax | $25,386 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | RHLCT.ORG | WebsiteAddressTxt |
| Individual With Books | JEFFREY J FAIRFIELD EXECUTIVE DIR | IndividualWithBooksNm |
| Phone | 7034379200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 459 HERNDON PARKWAY SUITE 14 | AddressLine1Txt |
| City | HERNDON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201706222 | 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 | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR A ANSELENE | ||||||||
| 714 HUNTSMAN PLACE | HERNDON | VA | 20170 | CO-TRUSTEE, TREASURER | 6.00 | $15,000 | $0 | $0 |
| REBECCA F FEHRS | ||||||||
| 125 SABAL RIDGE TRAIL | PONTE VEDRA | FL | 32081 | CO-TRUSTEE | 6.00 | $30,000 | $0 | $0 |
| JEROME L LONNES | ||||||||
| 2300 CEDARFIELD PARKWAY APT 441 | RICHMOND | VA | 23233 | CO-TRUSTEE | 3.00 | $30,000 | $0 | $0 |
| EUGENIE W MAINE | ||||||||
| 368 GOOSEBERRY ROAD | WAKEFIELD | RI | 02879 | CO-TRUSTEE, SECRETARY | 10.00 | $30,000 | $0 | $0 |
| WHITNEY WEBB | ||||||||
| 969 SAPPHIRE STREET UNIT I | SAN DIEGO | CA | 92109 | CO-TRUSTEE | 4.00 | $15,000 | $0 | $0 |
| CATHERINE P WHELAN | ||||||||
| 530 OLD POST ROAD 3 | GREENWICH | CT | 06830 | CO-TRUSTEE, CHAIRMAN OF THE BOARD | 10.00 | $30,000 | $0 | $0 |
| JEFFREY J FAIRFIELD | ||||||||
| 459 HERNDON PARKWAY SUITE 14 | HERNDON | VA | 20170 | EXECUTIVE DIRECTOR & SECRETARY | 40.00 | $257,403 | $0 | $21,997 |
| 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 | $24,769,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,727,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,470,005 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,967,118 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,967,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $779,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,187,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,559,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,559,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,424 | TotalTaxAmt |
| Distributable Before Adj | $2,544,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,544,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,544,957 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,409,186 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,409,186 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,544,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $58,684 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $431,917 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $269,488 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $443,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,204,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,409,186 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,409,186 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $135,771 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $135,771 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,068,275 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,068,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $354,830 | ExcessFromYear3Amt |
| Excess From Year2 | $269,488 | ExcessFromYear2Amt |
| Excess From Year1 | $443,957 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826 NATIONAL INC | ||||||||
| 1388 HAIGHT ST 245 | SAN FRANCISCO | CA | 94117 | NONE | PC | THE PURPOSE OF THIS GRANT IS TO HELP 826 NATIONAL LEAD THE FIELD TOWARD MORE EQUITABLE AND EFFECTIVE WRITING EDUCATION BY HELPING STUDENTS IMPROVE THEIR EXPOSITORY AND CREATIVE WRITING SKILLS. | $50,000 | |
| ADIRONDACK CENTER FOR LOON CONSERVATION | ||||||||
| PO BOX 195 | RAY BROOK | NY | 12977 | NONE | PC | THIS GRANT WILL SUPPORT THE ADIRONDACK LOON LEGACY FUND TO HELP PROVIDE OPERATING SUPPORT FOR CONDUCTING RESEARCH ON COMMON LOONS AND SUPPORTING CONSERVATION AND MANAGEMENT PROJECTS FOR THE LOON POPULATION. | $7,500 | |
| AMERICAN HEALTH ASSISTANCE FOUNDATION (BRIGHTFOCUS FOUNDATION) | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PC | FUNDING WILL BE USED TO SUPPORT THE STUDIES OF FIRST-RATE RESEARCHERS AND EDUCATIONAL INITIATIVES FOCUSED ON TREATING AND ASSISTING PERSONS WITH MACULAR DEGENERATION. | $5,000 | |
| THE ARTS HERNDON | ||||||||
| PO BOX 940 | HERNDON | VA | 20172 | NONE | PC | THIS GRANT WILL BE USED FOR GENERAL OPERATIONS TO PROMOTE, SUPPORT, AND RAISE FUNDS FOR THE ARTS IN THE GREATER HERNDON AREA, TO ESTABLISH AND SUSTAIN THE OPERATION OF A PERMANENT ARTS CENTER, TO PROVIDE HIGH QUALITY ARTS PROGRAMS, AND TO ADVOCATE FOR THE ARTS IN HERNDON. | $15,000 | |
| BETTER HOUSING COALITION | ||||||||
| 23 W BROAD ST 100 | RICHMOND | VA | 23220 | NONE | PC | THE GRANT WILL BE USED FOR GENERAL OPERATIONAL EXPENSES OF PROVIDING SERVICE-ENRICHED, AFFORDABLE HOMES TO THE WORKING POOR AND LOW-INCOME SENIORS. | $5,000 | |
| BLESSED UNREST THEATRE INC | ||||||||
| 530 W 45TH ST 4G | NEW YORK | NY | 10036 | NONE | PC | THIS GRANT WILL BE USED FOR GENERAL OPERATING SUPPORT FOR OUR CURRENT YEAR OF ARTISTIC PROGRAMMING, WHICH INCLUDES TRADITIONAL, ORIGINAL AND NEW WORKS FOR THE STAGE. | $15,000 | |
| BON SECOURS HOSPICE | ||||||||
| 1133 OLD BON AIR RD | RICHMOND | VA | 23235 | NONE | PC | THIS GRANT WILL SUPPORT THE HOSPICE CARE TEAMS WHICH PROVIDE HOLISTIC CARE TO THE HOSPICE PATIENTS AND FAMILIES IN THE RICHMOND AREA. | $10,000 | |
| BRAIN TUMOR NETWORK (THE) | ||||||||
| 816 A1A NORTH STE 207 | PONTE VERDE | FL | 32082 | NONE | PC | FUNDS WILL SUPPORT THE BRAIN TUMOR NETWORK PEDIATRIC NAVIGATION PROGRAM. BTN PROVIDES FREE SERVICES FOR PATIENTS AND FAMILIES IMPACTED BY A BRAIN TUMOR. | $10,000 | |
| CENTER FOR CHILDRENS ADVOCACY INC | ||||||||
| 65 ELIZABETH ST | HARTFORD | CT | 06105 | NONE | PC | THE GRANT WILL FUND THE ARNOLD RUTKIN SCHOLARS FUND AND SUPPORT PROVISIONS OF INTENSIVE LEGAL ADVOCACY FOR CLIENTS. | $15,000 | |
| COMMITTEE FOR DULLES COMMUNITY OUTREACH | ||||||||
| 45969 NOKES BOULEVARD SUITE 100 | DULLES | VA | 20166 | NONE | PC | THIS GRANT HELPS THE DULLES COMMUNITY AND WILL BE USED TO PROVIDE EDUCATION SCHOLARSHIPS TO EMPLOYEES OF DULLES OR THEIR DEPENDENTS, AND TO SUPPORT ON-AIRPORT CHARITIES OR MINISTRIES AT DULLES AIRPORT, DULLES, VIRGINIA. | $7,500 | |
| VPM MEDIA CORPORATION (FKA COMMONWEALTH PUBLIC BROADCASTING) | ||||||||
| 23 SESAME STREET | RICHMOND | VA | 23235 | NONE | PC | THE GREATEST SOURCE OF OPERATING SUPPORT FOR THE STATION IS RECEIVED THROUGH MEMBER DONATIONS. THIS GRANT WILL ENABLE THE STATION TO OFFER CHALLENGE GRANTS THAT MATCH GIFTS FROM LISTENERS DURING OUR PLEDGE DRIVES. | $17,500 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 55 DORRANCE ST | PROVIDENCE | RI | 02903 | NONE | PC | THE GRANT WILL SUPPORT OUR GROWING FARM AND FOOD WORK IN RHODE ISLAND PROVIDING PRO BONO LEGAL SERVICES AND EDUCATIONAL WORKSHOPS TO FOOD ENTREPENEURS, LOCAL FARMERS, AND ORGANIZATIONS THAT SUPPORT THEM. | $7,500 | |
| CORNERSTONES | ||||||||
| 11150 SUNSET HILLS RD STE 210 | RESTON | VA | 20190 | NONE | PC | THIS SUPPORTS THE OPERATIONS OF CORNERSTONES WHICH HELPS FAMILIES AND INDIVIDUALS OBTAIN AND MAINTAIN HOUSING STABILITY AND TACKLES THE PROBLEM OF HOMELESSNESS. | $2,500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 220 N MAIN ST STE 104 | NATNICK | MA | 01760 | NONE | PC | THE MISSION OF THE FOUNDATION IS TO CURE CYSTIC FIBROSIS AND TO PROVIDE ALL PEOPLE WITH THE DISEASE THE OPPORTUNITY TO LEAD FULL, PRODUCTIVE LIVES BY FUNDING RESEARCH AND DRUG DEVELOPMENT, PROMOTING TREATMENT AND ENSURING ACCESS TO HIGH-QUALITY CARE. | $10,000 | |
| DOLLYWOOD FOUNDATION | ||||||||
| 2700 DOLLYWOOD PARKS BOULEVARD | PIGEON FORGE | TN | 37863 | NONE | PC | THIS GRANT WILL BE USED TO MAINTAIN AND CONTINUE TO EXPAND OUR EXISTING PROGRAM TO REACH EVERY ELIGIBLE CHILD IN THE HERNDON 20170 AND 20171 ZIP CODE AREAS. | $20,000 | |
| ELDEN STREET PLAYERS INC (THE) | ||||||||
| PO BOX 5006 | HERNDON | VA | 20172 | NONE | PC | GRANT WILL BE USED TO FOR GENERAL OPERATIONS IN FURTHERANCE OF THE CHARITABLE MISSION OF SERVING THE COMMUNITY WITH THEATRICAL PERFORMANCES AND EDUCATIONAL PROGRAMS. | $10,000 | |
| EXPONENT PHILANTHROPY (ASSOCIATION OF SMALL FOUNDATIONS) | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | THIS GRANT WILL BE USED FOR GENERAL OPERATIONS. EXPONENT PHILANTHROPY EMPOWERS DONORS AND PHILANTHROPISTS TO LEVERAGE THEIR RESOURCES AND AMPLIFY THEIR IMPACT. | $3,000 | |
| FAIRFAX COUNTY PARK FOUNDATION | ||||||||
| 12055 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | NONE | PC | VOLUNTARY PROFFERED ZONING CONDITION CONTRIBUTION TO FUND AN ENDOWMENT FOR ARROWBROOK CENTRE PARK, A PUBLIC PARK OWNED AND OPERATED BY THE FAIRFAX COUNTY PARK AUTHORITY, A BODY POLITIC | $750,000 | SUITE 404 |
| FAIRFAX COUNTY PARK FOUNDATION | ||||||||
| 12055 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | NONE | PC | THE FUNDS ARE TO BE USED FOR THE SUMMER CONCERT SERIES AT ARROWBROOK CENTRE PARK. FUNDS WILL BE USED FOR EXPENSES FOR ADVERTISING, MAILINGS, FEES FOR MUSICIANS AND OTHER PERFORMERS, SOUND SYSTEM, AND TECHNICAL SUPPORT. | $20,000 | SUITE 404 |
| FEEDMORE INC | ||||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | NONE | PC | THE GRANT WILL SUPPORT FEEDMORE'S BACKPACK PROGRAM IN CENTRAL VIRGINIA. IT WILL HELP PROVIDE HEALTHY MEALS TO HUNGRY CHILDREN BY SUPPLYING BACKPACKS OF FOOD FOR WEEKENDS. | $10,000 | |
| GREENWICH TOWN PARTY INC | ||||||||
| PO BOX 59 | OLD GREENWICH | CT | 06870 | NONE | PC | THE GRANT WILL HELP FUND THE ANNUAL GREENWICH TOWN PARTY CELEBRATION FOR THE PEOPLE OF GREENWICH TO EXPERIENCE THE STRENGTH OF COMMUNITY THROUGH THIS EVENT. | $10,000 | |
| INSPIRICA INC | ||||||||
| 141 FRANKLIN ST | STAMFORD | CT | 06901 | NONE | PC | THE GRANT WILL SUPPORT INSPIRICA'S WORK TO END HOMELESSNESS BY WORKING ACROSS THE SPECTRUM OF HOUSING PROVIDING RESIDENTIAL FACILITES AND SUPPORT SERVCIES TO FAMILIES AND CHILDREN. | $10,000 | |
| INTERSECTION FOR THE ARTS | ||||||||
| 1446 MARKET ST | SAN FRANCISCO | CA | 94102 | NONE | PC | THIS GRANT WILL SUPPORT THE CHARITABLE OPERATIONS OF DRAW TOGETHER (DT) WHICH IS AN INTERACTIVE ARTISTIC VIRTUAL LEARNING EXPERIENCE SUPPORTING CHILDREN, PARENTS, AND EDUCATORS. | $40,000 | |
| THE JOHNNYCAKE CENTER INC | ||||||||
| 1231 KINGSTON RD | PEACE DALE | RI | 02879 | NONE | PC | THIS GRANT WILL PROVID COVID19 PANDEMIC RELIEF TO THE JONNYCAKE CENTER, A FOOD PANTRY WHOSE MISSION IS TO PROVIDE BASIC NEEDS, RESOURCES, AND HOPE TO COMMUNITY MEMBERS. | $7,500 | |
| K-9S FOR WARRIORS | ||||||||
| 114 CAMP K9 RD | PONTE VERDE | FL | 32081 | NONE | PC | K9S FOR WARRIORS PROVIDES SERVICE DOGS TO MILITARY VETERANS AND ACTIVE DUTY SUFFERING FROM PTSD, TRAUMATIC BRAIN INJURY, AND/OR MILITARY SEXUAL TRAUMA. DOGS ARE RESCUED FROM HIGH-KILL SHELTERS AND TRAINED AS SERVICE DOGS. | $15,000 | |
| KIDS R FIRST | ||||||||
| 1855 SAINT FRANCIS ST 711 | RESTON | VA | 20190 | NONE | PC | KIDS R FIRST PROVIDES CUSTOM-ORDERED SCHOOL SUPPLIES TO DISADVANTED CHILDREN WHO ARE AT OR BELOW POVERTY LEVEL. | $10,000 | |
| KINGSTON CHAMBER MUSIC FESTIVAL AT THE UNIVERSITY OF RHODE ISLAND | ||||||||
| PO BOX 1733 | KINGSTON | RI | 02881 | NONE | PC | THE GRANT WILL SUPPORT THE KCMF WHOSE MISSION IS TO BRING OUTSTANDING CHAMBER MUSIC TO THE LOCAL RI COMMUNITY; THIS GRANT WILL ASSIST IN OUTREACH TO A YOUNGER CLASSICAL MUSIC AUDIENCE IN THE COMMUNITY. | $5,000 | |
| KINGSTON CHAMBER MUSIC FESTIVAL AT THE UNIVERSITY OF RHODE ISLAND | ||||||||
| PO BOX 1733 | KINGSTON | RI | 02881 | NONE | PC | KCMF HAS A MISSION TO BRING OUTSTANDING CHAMBER MUSIC TO THE LOCAL RI COMMUNITY; THIS RESTRICTED GRANT WILL HELP FUND THE 30-SOMETHING INITIATIVE FOCUSING ON ENTICING YOUNG PEOPLE TO PARTICIPATE IN THE CLASSICAL MUSIC CONCERTS AND ACTIVITIES. | $5,000 | |
| KITCHENS FOR GOOD | ||||||||
| 2799 HEALTH CENTER DR | SAN DIEGO | CA | 92123 | NONE | PC | THE GRANT WILL SUPPORT KITCHENS FOR GOOD'S CORE OPERATING EXPENSES USED TO ADDRESS ROOT CAUSES OF FOOD INSECURITY AND WORKFORCE EXCLUSION TO BREAK THE CYCLE OF POVERTY. | $5,000 | |
| KOMERA INC | ||||||||
| PO BOX 1491 | JAMAICA PLAIN | MA | 02130 | NONE | PC | THE GRANT WILL BE USED TO DEVELOP SELF-CONFIDENT YOUNG WOMEN THROUGH EDUCATION, COMMUNITY DEVELOPMENT AND SPORT. | $10,000 | |
| LINK INCORPORATED | ||||||||
| PO BOX 443 | STERLING | VA | 20170 | NONE | PC | LINK WORKS TO PROVIDE EMERGENCY FOOD TO FAMILIES IN NEED THROUGH AN ALL VOLUNTEER ORGANIZATION IN N. VIRGINIA. | $10,000 | |
| LOUDOUN HUNGER RELIEF INC | ||||||||
| 750 MILLER DR STE A-1 | LEESBURG | VA | 20175 | NONE | PC | THIS GRANT WILL BE USED TO SUPPORT LOUDOUN HUNGER RELIEF'S MISSION OF HELPING NEIGHBORS IN NEED OF NUTRITIOUS FOOD, EDUCATON AND COMMUNITY PARTERNSHIP. | $10,000 | |
| MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION | ||||||||
| 613 S HENRY ST | WILLIAMSBURG | VA | 23185 | NONE | PC | ALL GRANT FUNDS WILL BE USED FOR STUDENT SCHOLARSHIP FUNDING FOR STUDENTS AT WILLIAM & MARY LAW SCHOOL. | $7,500 | |
| MIRACLE BABIES | ||||||||
| 8745 AERO DR STE 308 | SAN DIEGO | CA | 92123 | NONE | PC | MIRACLE BABIES ADVANCES HEALTH EQUITY AND IMPROVES HEALTH AND MENTAL WELL-BEING FOR UNDERSERVED PARENTS. THE GRANT WILL HELP PROVIDE TRANSPORTATION SERVICES FOR INFANT CARE. | $5,000 | |
| MISSION EDGE SAN DIEGO | ||||||||
| PO BOX 102894 | PASADENA | CA | 91189 | NONE | PC | THE GRANT WILL GO TOWARDS UNDERWRITING PARTICIPANTS IN ADULT TRAINING FOR REAL-WORLD EXPERIENCE TO PROVIDE REAL EXPERIENCE TO SECURE EMPLOYMENT. | $5,000 | |
| MIXED MAGIC THEATRE & CULTURAL EVENTS | ||||||||
| 560 MINERAL SPRING AVENUE | PAWTUCKET | RI | 02860 | NONE | PC | THIS GRANT WILL HELP THE COMMUNITY THEATRE PRESENT HIGH QUALITY, AFFORDABLE (OFTEN FREE) ARTS PROGRAMMING TO THE COMMUNITY WHILE WE ELEVATE THE ROLE OF THE ARTS IN PEOPLE'S LIVES. | $10,000 | |
| NAIOP RESEARCH FOUNDATION INC | ||||||||
| 2355 DULLES CORNER BLVD STE 750 | HERNDON | VA | 20171 | NONE | PC | THIS CHARITABLE DISTRIBUTION WAS DISBURSED WITH THE MEMBERSHIP RENEW OF ARROWBROOK CENTRE, LLC, REAL ESTATE SUBSIDIARY OF THE RUTH AND HAL LAUNDERS CHARITABLE TRUST. THE GRANT SUPPORTS PRACTICAL RESEARCH HELPING REAL ESTATE PROFESSIONALS MAKE BETTER DECISIONS. | $77 | |
| NATIONAL CAPITAL TREATMENT & RECOVERY | ||||||||
| 200 N GLEBE RD STE 104 | ARLINGTON | VA | 22203 | NONE | PC | NCTR PROVIDES TREATMENT SOLUTIONS FOR A COMPREHENSIVE CONTINUUM OF CARE ADDRESSING MENTAL, PHYSICAL, AND SOCIAL HEALTH. | $10,000 | |
| NEIGHBOR TO NEIGHBOR | ||||||||
| 248 EAST PUTANM AVENUE | GREENWICH | CT | 06830 | NONE | PC | THE GRANT WILL PROVIDE EMERGENCY AND SUPPLEMENTAL FOOD ACCESS. THIS VOLUNTEER NONPROFIT SEEKS TO IMPROVE THE LIVES OF RESIDENTS IN NEED IN THE GREENWICH COMMUNITY. | $15,000 | |
| NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION | ||||||||
| 223 MILL CREEK RD | JACKSONVILLE | FL | 32211 | NONE | PC | NFSSE EXISTS TO PROVIDE EDUCATION, THERAPEUTIC RECREATION AND VOCATIONAL PROGRAMS FOR STUDENTS WITH INTELLECTUAL DISABILITIES. | $10,000 | |
| POPULATION SERVICES INTERNATIONAL | ||||||||
| 1120 19TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | THE GRANT WILL BE USED FOR GENERAL OPERATIONS FOR THE EXPERIENTIAL PHILANTHROPY TEAM AT POPULATION SERVICES INTERNATIONAL; THE TEAM DELIVERS THE MAVERICK COLLEGE PROGRAM. | $10,000 | |
| POSITIVE VIBE FOUNDATION | ||||||||
| 2825 HATHAWAY ROAD | RICHMOND | VA | 23225 | NONE | PC | THE FUNDS WILL BE USED FOR GENERAL OPERATIONS TO FURTHER OUR EXEMPT CHARITABLE PURPOSE WHICH PROVIDES TRAINING AND EMPLOYMENT PROGRAMS FOR STUDENTS WITH DISABILITIES. | $15,000 | |
| PROJECT ANGEL HEART | ||||||||
| 4950 WASHINGTON STREET | DENVER | CO | 80216 | NONE | PC | PROJECT ANGEL HEART PROVIDES MEDICALLY-TAILORED MEALS, NOURISHMENT AND COMPASSION TO NEIGHBORS IN NEED SUFFERING FROM HIV/AIDS, CANCER, AND OTHER LIFE-THREATENING ILLNESSES. | $5,000 | |
| D C READING IS FUNDAMENTAL | ||||||||
| 750 FIRST ST NE STE 920 | WASHINGTON | DC | 20002 | NONE | PC | THIS GRANT WILL ENABLE RIF TO CHAMPION SOCIAL JUSTICE AND EQUITY THROUGH LITERACY IN DETROIT MI BY PROVIDING BOOKS AND RESOURCES FOR PARENTS AND CAREGIVERS. | $30,000 | |
| SAN DIEGO SOCIAL VENTURE PARTNERS | ||||||||
| PO BOX 60234 | SAN DIEGO | CA | 92166 | NONE | PC | THE GRANT WILL HELP SDSVP WITH PROVIDING FINANCIAL AND TECHNICAL ASSITANCE TO NONPROFITS IN THE SAN DIEGO AREA ADDRESSING THE AREA'S MOST PRESSING CHALLLENGES. | $10,000 | |
| SANTA BARBARA EDUCATION FOUNDATION | ||||||||
| 133 E DELAGUERRA ST 366 | SANTA BARBARA | CA | 93101 | NONE | PC | THE GRANT WILL SUPPORT THE FOUNDATION'S EFFORTS TO SUPPORT THE NEEDS OF STUDENTS IN THE SANTA BARBARA SCHOOL DISTRICT. | $10,000 | |
| ST ROCH CATHOLIC CHURCH | ||||||||
| 10 ST ROCH AVE | GREENWICH | CT | 06830 | NONE | PC | THIS GRANT WILL BE USED EXCLUSIVELY FOR THE RESTORATION OF THE BELL TOWER AT ST.ROCH CHURCH AS PART OF THE 100-YEAR ANNIVERSARY OF INCLUSIVELY SERVING THE LOCAL COMMUNITY. | $7,500 | |
| COMMUNITY LAW TAX PROJECT | ||||||||
| 5206 MARKET RD STE 100-B | RICHMOND | VA | 23230 | NONE | PC | THE GRANT WILL BE USED FOR GENERAL OPERATIONAL SUPPORT, PRIMARILY TO SUPPORT HIRING A NEW PART-TIME TAX PROFESSIONAL TO PROVIDE OUTREACH AND EDUCATION ON TAX ISSUES TO TAXPAYERS. | $10,000 | |
| DRAGON CLIFF ZEN CENTER (DBA TREETOP ZEN CENTER) | ||||||||
| 293 COUNTRY CLUB ROAD | OAKLAND | ME | 04963 | NONE | PC | THE GRANT WILL SUPPORT GENERAL OPERATIONS ALONG WITH MAINTENANCE AND REPAIRS OF THE RETREAT FACILITY. TREETOP ZEN PROVIDES A SPACE FOR MEDITATION AND THE TEACHINGS OF BUDDHISM. | $5,000 | |
| VECINOS UNIDOS-NEIGHBORS UNITED | ||||||||
| PO BOX 552 | HERNDON | VA | 20172 | NONE | PC | THIS GRANT WILL BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. VECINOS OFFERS AFTER-SCHOOL HOMEWORK HELP, WHICH ALSO SERVED TO KEEP CHILDREN OFF THE STREETS AND OUT OF GANGS. | $10,000 | |
| VIRGINIA TECH FOUNDATION | ||||||||
| 902 PRICES FORK ROAD | BLACKSBURG | VA | 24061 | NONE | PC | THIS GRANT WILL ESTABLISH THE RUTH LAUNDERS ENDOWMENT FOR FAIRFAX COUNTY 4-H. IT WILL PROVIDE SUPPORT FOR THE 4-H LIVESTOCK PROGRAM IN FAIRFAX COUNTY. | $25,000 | |
| VIRGINIA UNITED METHODIST HOMES | ||||||||
| 2300 CEDARFIELD PARKWAY | RICHMOND | VA | 23233 | NONE | PC | THIS GRANT WILL HELP FUND THE CEDARFIELD SCHOLARSHIP FUND FOR PINNACLE SR LIVING. IT PROVIDES EDUCATIONAL ASSISTANCE TO EMPLOYEES WHILE THEY CONTINUE TO SERVE THE RESIDENTS. | $2,500 | |
| YORK STREET PROJECT | ||||||||
| 89 YORK ST | JERSEY CITY | NJ | 07302 | NONE | PC | THE GRANT WILL SPECIFICALLY SUPPORT THE STRENGTHENING FAMILIES PROGRAM WHICH FOCUSES ON IMPROVING FAMILY RELATIONSHIPS, PARENTING SKILLS AND YOUTH'S LIFE SKILLS. | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,350,577 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,487 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $517,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,345,917 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,388 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,879,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,879,287 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB GLOBAL BOND FUND- ADV | $1,481,816 | $1,351,158 |
| AB LIMITED DURATION HIGH INCOME PORT- ADVISOR CLASS | $304 | $282 |
| AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR | $182,982 | $156,479 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | $1,424,622 | $1,303,241 |
| FHLMCG 30 YEAR#Q02576 4.500% DUE 08/01/2041 | $137 | $266 |
| FHLMCG 30 YEAR#Q16644 3.500% DUE 03/01/2043 | $1,369 | $1,367 |
| FNMA UMBS 30 YEAR#AU2933 3.500% DUE 09/01/2043 | $2,060 | $2,036 |
| FNMA UMBS 30 YEAR#AU6902 4.500% DUE 09/01/2043 | $115 | $112 |
| FNMA UMBS 30 YEAR#AV9316 4.500% DUE 03/01/2044 | $127 | $117 |
| FNMA UMBS 30 YEAR#MA1771 4.000% DUE 02/01/2044 | $1,523 | $1,469 |
| ISHARES 1-3 YR TREASURY BO | $57,869 | $55,875 |
| ISHARES 7-10 YEAR TREASURY B | $58,879 | $53,358 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (97 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB CONCENTRATED INTL GTH-ADV | $480,283 | $376,407 |
| AB DISCOVERY GRWTH FUND- AD | $428,318 | $368,884 |
| AB DISCOVERY VALUE-ADV | $427,945 | $468,427 |
| AB EMERGING MARKETS PORT | $575,552 | $513,884 |
| AB FINANCIAL SERVICES OPPORTUNITIES DELAWARE FUND | $1,000,000 | $1,305,332 |
| AB GLOBAL RESEARCH INSIGHTS SERIES II DBT | $447,990 | $538,445 |
| AB INTEL STRAT CORE-ADV | $527,280 | $525,749 |
| AB SMALL CAP CORE PORTFOLIO ADV CL | $104,868 | $127,379 |
| AB SUSTAIN GLOBAL THEM-ADV | $1,281,371 | $1,002,682 |
| ABBOTT LABORATORIES | $58,902 | $72,754 |
| ADOBE INC | $41,344 | $34,448 |
| AECOM | $17,483 | $34,292 |
| ALIGN TECHNOLOGY INC | $22,442 | $10,437 |
| ALPHABET INC-CL C | $54,025 | $160,953 |
| AMAZON.COM INC | $185,376 | $169,023 |
| AMERICAN CAMPUS COMMUNITIES | $14,415 | $22,699 |
| AMERICAN ELECTRIC POWER | $28,778 | $37,761 |
| AMERICAN TOWER CORP | $68,256 | $71,101 |
| AMPHENOL CORP-CL A | $29,218 | $43,830 |
| ANALOG DEVICES INC | $24,351 | $22,694 |
| ANTHEM INC | $27,860 | $49,691 |
| APPLE INC | $49,899 | $146,930 |
| APTIV PLC | $36,109 | $43,943 |
| AUTODESK INC | $26,092 | $22,903 |
| AUTOMATIC DATA PROCESSING | $41,923 | $57,818 |
| AUTOZONE INC | $15,258 | $35,198 |
| BAKER HUGHES CO | $24,990 | $21,187 |
| BANK OF AMERICA CORP | $46,990 | $57,195 |
| BERNSTEIN INTERNATIONAL SMALL CAP PORTFOLIO - SCB | $599,357 | $566,234 |
| BOOZ ALLEN HAMILTON HOLDINGS | $21,708 | $21,550 |
| CDW CORP/DE | $53,191 | $79,469 |
| CHEVRON CORP | $17,467 | $26,164 |
| COCA-COLA CO/THE | $43,322 | $51,236 |
| COMCAST CORP-CLASS A | $46,044 | $47,036 |
| CONSTELLATION BRANDS INC-A | $49,724 | $56,601 |
| COOPER COS INC/THE | $44,557 | $40,075 |
| COSTCO WHOLESALE CORP | $11,471 | $23,396 |
| CSX CORP | $39,696 | $49,793 |
| DECKERS OUTDOOR CORP | $8,630 | $11,959 |
| EATON CORP PLC | $45,381 | $64,389 |
| EDWARDS LIFESCIENCES | $12,873 | $25,281 |
| EOG RESOURCES INC | $32,727 | $44,719 |
| ETSY INC | $17,136 | $9,599 |
| FLEETCOR TECHNOLOGIES INC | $19,719 | $18,964 |
| GOLDMAN SACHS GROUP INC | $46,075 | $59,876 |
| GOODYEAR TIRE & RUBBER CO | $16,431 | $13,573 |
| HOME DEPOT INC | $45,225 | $67,590 |
| IQVIA HOLDINGS INC | $40,881 | $64,089 |
| ISHARES CORE INTL STOCK ETF | $192,642 | $163,301 |
| ISHARES CORE S&P TOTAL U.S. | $303,292 | $263,919 |
| ISHARES MSCI EAFE ETF | $596,641 | $623,388 |
| ISHARES MSCI EMERGING MARKET | $117,203 | $114,256 |
| JOHNSON & JOHNSON | $19,526 | $25,625 |
| KLA CORP | $21,500 | $20,433 |
| KNIGHT-SWIFT TRANSPORTATION | $18,629 | $21,167 |
| LINDE PLC | $38,208 | $40,555 |
| LPL FINANCIAL HOLDINGS INC | $17,798 | $34,004 |
| MASTERCARD INC | $77,285 | $93,389 |
| MEDTRONIC PLC | $53,576 | $50,302 |
| META PLATFORMS INC-CLASS A | $104,514 | $104,846 |
| MICROSOFT CORP | $193,598 | $332,191 |
| MID-AMERICA APARTMENT COMM | $8,653 | $16,521 |
| NEXTERA ENERGY INC | $16,074 | $17,684 |
| NIKE INC -CL B | $82,278 | $104,125 |
| NORTONLIFELOCK INC | $36,173 | $33,253 |
| NVIDIA CORP | $18,005 | $41,916 |
| NXP SEMICONDUCTORS NV | $17,356 | $27,857 |
| ORACLE CORP | $37,801 | $43,012 |
| OTIS WORLDWIDE CORP | $23,294 | $22,435 |
| PAYPAL HOLDINGS INC | $18,200 | $13,893 |
| PNC FINANCIAL SERVICES GROUP | $19,507 | $23,752 |
| PROCTER & GAMBLE CO/THE | $32,750 | $44,954 |
| PROGRESSIVE CORP | $18,152 | $27,592 |
| PROLOGIS INC | $12,563 | $23,883 |
| QUALCOMM INC | $23,137 | $31,989 |
| RAYTHEON TECHNOLOGIES CORP | $45,409 | $48,309 |
| REGAL REXNORD CORP | $30,156 | $25,830 |
| REGENERON PHARMACEUTICALS | $12,605 | $23,069 |
| ROBERT HALF INTL INC | $6,170 | $7,570 |
| ROCHE HLDG LTD SPONSORED ADR | $46,394 | $56,704 |
| SCHWAB (CHARLES) CORP | $33,574 | $64,340 |
| SERVICENOW INC | $13,545 | $12,431 |
| SPDR S&P 500 ETF TRUST | $877,621 | $1,519,456 |
| STELLANTIS NV | $25,953 | $20,657 |
| STERICYCLE INC | $38,479 | $34,782 |
| TAKE-TWO INTERACTIVE SOFTWRE | $26,935 | $21,153 |
| TJX COMPANIES INC | $55,848 | $65,753 |
| TMOBILE US INC | $43,221 | $42,730 |
| UNITEDHEALTH GROUP INC | $64,897 | $118,492 |
| VERTEX PHARMACEUTICALS INC | $31,433 | $42,349 |
| VISA INC - CLASS A SHARES | $84,642 | $98,253 |
| WALMART INC | $42,527 | $62,573 |
| WELLS FARGO & COMPANY | $65,030 | $58,115 |
| WESTERN DIGITAL CORP | $32,369 | $25,474 |
| WILLIS TOWERS WATSON PLC | $24,449 | $23,635 |
| ZIMMER BIOMET HOLDINGS INC | $32,261 | $25,478 |
| ZOETIS INC | $64,861 | $88,445 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OVERLAY A PORTFOLIO CLASS 2 | AT COST | $5,479,356 | $5,230,456 |
| OVERLAY B PORTFOLIO CLASS 2 | AT COST | $437,701 | $391,255 |
| ALLIANCEBERNSTEIN ALL MARKET R CLASS 1 | AT COST | $634,004 | $749,558 |
| AB PRIVATE CREDIT INVESTORS CORPORATION | AT COST | $1,687,786 | $1,703,801 |
| 1.5 DEGREES (CAYMAN) FUND LTD CLASS 4 | AT COST | $500,000 | $448,558 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $11,700 | LegalFeesAmt |
| Net Investment Income | $11,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME, TAX WITHHOLDING | $5,903 | $4,271 | $4,271 |
| CONSERVATION DEPOSIT | $210,000 | $210,000 | $210,000 |
| PREPAID EXCISE TAX | $148,800 | $39,810 | $39,810 |
| RETAIL CONDO PURCHASE ESCROW | $3,817,625 | $590,303 | $590,303 |
| CONSTRUCTION IN PROGRESS | $3,409,697 | $3,409,697 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (28 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSOCIATION DUES | $1,500 | $0 | $1,500 |
| BANK CHARGES | $180 | $121 | $59 |
| COPIER AND SCANNER EXPENSES | $723 | $484 | $239 |
| COURIER AND DELIVERY EXPENSES | $956 | $641 | $316 |
| D & O LIABILITY INSURANCE | $1,250 | $625 | $625 |
| FIDUCIARY EDUCATION | $1,051 | $347 | $704 |
| INVESTMENT MANAGEMENT FEES | $69,191 | $69,191 | $0 |
| POSTAGE | $946 | $312 | $633 |
| GRANT ADMINISTRATION | $12,200 | $0 | $12,200 |
| TELEPHONE | $2,357 | $1,178 | $1,178 |
| WEB SITE DESIGN AND SUPPORT | $3,745 | $1,236 | $2,509 |
| CONTRACT LABOR | $8,162 | $4,081 | $4,081 |
| OTHER OFFICE EXPENSES AND SUPPLIES | $15,711 | $7,856 | $7,856 |
| ABC-LLC ADVERTISING | $11,700 | $11,700 | $0 |
| ABC-LLC BANK CHARGES | $13 | $13 | $0 |
| ABC-LLC BROKERAGE & LEASING COMMISSIONS | $78,963 | $78,963 | $0 |
| ABC-LLC ASSOCIATION DUES | $4,642 | $4,642 | $0 |
| ABC-LLC GENERAL CONTRACTING EXPENSES | $701,047 | $0 | $701,047 |
| ABC-LLC CONTRACT LABOR | $4,976 | $4,976 | $0 |
| ABC-LLC REAL ESTATE CONSULTING SERVICES | $66,704 | $66,704 | $0 |
| ABC-LLC FIRE AND CASUALTY INSURANCE | $2,429 | $2,429 | $0 |
| ABC-LLC PREMISES LIABILITY INSURANCE | $6,169 | $6,169 | $0 |
| ABC-LLC LICENSES | $400 | $400 | $0 |
| ABC-LLC PERMITTING & PLAN AND DEED FILING FEES | $3,306 | $0 | $3,306 |
| ABC-LLC REAL ESTATE ASSESSMENTS | $1,732 | $1,732 | $0 |
| ABC-LLC OTHER REAL ESTATE EXPENSES | $1,396 | $1,396 | $0 |
| ABC-LLC TRANSFER, TITLE AND FILING FEES | $26 | $26 | $0 |
| ABC-LLC UTILITIES | $2,061 | $2,061 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $14,388 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,388 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,388 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,337 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CIVIL ENGINEERING | $88,037 | $3,311 | $84,726 |
| ARCHITECTURAL SERVICES | $16,044 | $16,044 | $0 |
| FACILITATION | $7,187 | $0 | $7,187 |
| REAL ESTATE APPRAISAL | $9,500 | $9,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $308,924 | $306,086 | $2,839 |
| FEDERAL EXCISE TAXES | $109,886 | $0 | $0 |
| TANGIBLE BUSINESS PROPERTY TAXES | $552 | $276 | $276 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARROWBROOK MANAGEMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 546 | AddressLine1Txt |
| City | HERDON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261369722 | EIN |
| Desc | REAL ESTATE ASSESSMENTS | Desc |
| Amt | $1,732 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,732 | TotalAmt |