LEAFGLEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEAFGLEN FOUNDATION (EIN 35-2599437)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202101379349100755
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T09:44:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521645472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEIL AKMAN BAYLIN & COLEMAN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST PADONIA RD SUITE 600 | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210932186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352599437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEAFGLEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAF | BusinessNameControlTxt |
| Phone | 3017062580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10848 PLEASANT HILL DRIVE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WARE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3017062580 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | WARE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL BAYLIN CPA | PreparerPersonNm |
| PTIN | P01204003 | PTIN |
| Phone | 4105614411 | PhoneNum |
| Preparation | 2021-03-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,247,582 | 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 | $28,140 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $167,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,920,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,252 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $277,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,338 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,882 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,690 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,449 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,449 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $315,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $315,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $369,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $315,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $309,923 | CashBOYAmt |
| Cash EOY | $357,825 | CashEOYAmt |
| Cash EOYFMV | $357,825 | CashEOYFMVAmt |
| US Government Obligations BOY | $920,536 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $986,129 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,073,881 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,622,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,279,186 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,903,488 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $744,350 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $882,731 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $912,388 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,597,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,505,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,247,582 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,597,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,505,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,597,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,505,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,597,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,505,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,597,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,505,871 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,505,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY INTL INDX-INST PRM | P | 2020-02-12 | 2020-03-17 | $26,191 | $36,669 | -$10,478 | -$10,478 |
| FIDELITY INTL INDX-INST PRM | P | 2020-02-12 | 2020-04-27 | $4,498 | $5,598 | -$1,100 | -$1,100 |
| FIDELITY 500 INDEX-INST PRM | P | 2019-08-26 | 2020-03-17 | $46,924 | $53,457 | -$6,533 | -$6,533 |
| JPMORGAN BETABUILDERS EUROPE ETF | P | 2020-06-05 | 2020-10-20 | $39,820 | $39,196 | $624 | $624 |
| VANGUARD TTL INTL BND-ADM | P | 2019-09-24 | 2020-08-17 | $43,700 | $44,398 | -$698 | -$698 |
| VANGUARD TTL INTL BND-ADM | P | 2019-09-24 | 2020-09-21 | $34,552 | $34,952 | -$400 | -$400 |
| FIDELITY INTL INDX-INST PRM | P | 2019-04-02 | 2020-04-27 | $69,273 | $80,922 | -$11,649 | -$11,649 |
| FIDELITY INTL INDX-INST PRM | P | 2019-04-02 | 2020-10-20 | $80,000 | $79,451 | $549 | $549 |
| FIDELITY 500 INDEX-INST PRM | P | 2018-01-18 | 2020-03-17 | $77,481 | $78,079 | -$598 | -$598 |
| FIDELITY 500 INDEX-INST PRM | P | 2018-01-18 | 2020-04-27 | $73,771 | $77,871 | -$4,100 | -$4,100 |
| ISHARES 7-10 YEAR TRESURY B | P | 2019-02-19 | 2020-09-18 | $86,402 | $74,277 | $12,125 | $12,125 |
| JPMORGAN BETABUILDERS CANADA ETF | P | 2018-08-13 | 2020-03-17 | $20,032 | $27,993 | -$7,961 | -$7,961 |
| JPMORGAN BETABUILDERS JAPAN ETF | P | 2020-02-12 | $53,322 | $46,880 | $6,442 | $6,442 | |
| JPMORGAN BETABUILDERS JAPAN ETF | P | 2018-12-31 | 2020-02-12 | $30,954 | $26,608 | $4,346 | $4,346 |
| JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-12-31 | 2020-03-09 | $72,386 | $73,707 | -$1,321 | -$1,321 |
| JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-12-31 | 2020-10-20 | $7,027 | $6,421 | $606 | $606 |
| JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-12-31 | 2020-12-18 | $85,459 | $69,491 | $15,968 | $15,968 |
| JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-12-31 | 2020-12-18 | $9,538 | $7,747 | $1,791 | $1,791 |
| MTRPLTN WST TTL RTRN BND-PLN | P | 2017-10-20 | 2020-05-07 | $95,000 | $89,302 | $5,698 | $5,698 |
| MTRPLTN WST TTL RTRN BND-PLN | P | 2017-10-20 | 2020-08-17 | $77,113 | $70,698 | $6,415 | $6,415 |
| PAX GLBL ENV MKT-INS | P | 2018-10-29 | 2020-03-17 | $93,016 | $100,623 | -$7,607 | -$7,607 |
| SIX CIRCLES ULTR SHRT DUR | P | 2018-10-17 | 2020-10-29 | $76,228 | $76,000 | $228 | $228 |
| SIX CIRCLES US UNCONSTR EQ | P | 2019-04-02 | 2020-06-05 | $69,000 | $60,568 | $8,432 | $8,432 |
| VANGUARD TOT BD MKT IDX-ADM | P | 2020-08-17 | $130,000 | $120,151 | $9,849 | $9,849 | |
| VANGUARD TOT BD MKT IDX-ADM | P | 2017-10-23 | 2020-09-18 | $12,500 | $11,556 | $944 | $944 |
| VANGUARD TOT BD MKT IDX-ADM | P | 2017-10-23 | 2020-10-29 | $180,000 | $167,699 | $12,301 | $12,301 |
| VANGUARD TTL INTL BND-ADM | P | 2019-02-07 | 2020-09-21 | $41,448 | $39,027 | $2,421 | $2,421 |
| VANGUARD TTL INTL BND-ADM | P | 2019-02-07 | 2020-10-20 | $85,000 | $79,760 | $5,240 | $5,240 |
| VANGUARD TTL INTL BND-ADM | P | 2020-10-29 | $170,000 | $159,107 | $10,893 | $10,893 | |
| CAPITAL GAINS DIVIDENDS | P | $29,825 | $29,825 | $29,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,252 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,320 | 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 | $3,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $496 | OverpaymentAmt |
| Applied To ES Tax | $496 | 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 | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN WARE | IndividualWithBooksNm |
| Phone | 3017062580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10848 PLEASANT HILL DRIVE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN WARE | ||||||||
| 10848 PLEASANT HILL DR | POTOMAC | MD | 20854 | SETTLOR | 0.00 | $0 | $0 | $0 |
| KEARA L SCALLAN | ||||||||
| 10848 PLEASANT HILL DR | POTOMAC | MD | 20854 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ALAIANA M SCALLAN | ||||||||
| 10848 PLEASANT HILL DR | POTOMAC | MD | 20854 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,939,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,279,815 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,279,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,155,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $407,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $407,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,824 | TotalTaxAmt |
| Distributable Before Adj | $404,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $404,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $404,957 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $315,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $315,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $315,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $404,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $313,067 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $315,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $313,067 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $403,024 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS HOSPITAL FOUNDATION | |||||||
| 801 ROEDER ROAD STE 300 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) | MEDICAL | $25,000 |
| NATIONAL DOMESTIC WORKERS ALLIANCE | |||||||
| 275 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | SOCIAL EQUALITY | $100,000 |
| CURE VIOLENCE GLOBAL | |||||||
| 227 WEST MONROE STREET SUITE 1025 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | SOCIAL CHANGE | $100,000 |
| HOUSE OF RUTH | |||||||
| 8552 2ND AVE | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) | SOCIAL CHANGE | $15,000 |
| CALVARY WOMEN'S SERVICE | |||||||
| 1217 GOOD HOPE ROAD SE | WASHINGTON | DC | 20020 | NONE | 501(C)(3) | EDUCATION AND MEDICAL | $25,000 |
| CASA RUBY | |||||||
| 7530 GEORGIA AVE NW | WASHINGTON | DC | 20012 | NONE | 501(C)(3) | SOCIAL CHANGE | $20,000 |
| JUSTICE IN MOTION | |||||||
| PO BOX 160128 | BROOKLYN | NY | 11216 | NONE | 501(C)(3) | SOCIAL CHANGE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $315,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,086 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,338 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,338 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OXFORD AREA FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 EAST LOCUST ST PO BOX 322 | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,140 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $882,731 | EOYBookValueAmt |
| EOYFMV | $912,388 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $5,279,186 | EOYBookValueAmt |
| EOYFMV | $6,903,488 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $986,129 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,073,881 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER FEES | Desc |
| Revenue And Expenses Per Books | $42,449 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42,449 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,690 | $3,690 | $0 |
| EXCISE TAX | $5,192 | $0 | $0 |
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