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MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION (EIN 46-4354409)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202113159349102016
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T11:14:57-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454149985PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSEMCKENNA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11717 PENNSYLVANIA AVE NW 750AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464354409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARCIA AND FRANK CARLUCCI CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARCBusinessNameControlTxt
Phone2028621880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11207 CREST LANEAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCIA M CARLUCCIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2028621880PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARCIAPersonFirstNm
Person LastCARLUCCIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN ROSEPreparerPersonNm
PTINP00435324PTIN
Phone2028621880PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,511,514FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$748,751ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$113,348DividendsRevAndExpnssAmt
Dividends Net Invst Incm$113,348DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$273,541NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,340,910GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$588,558TotalRevAndExpnssAmt
Total Net Invst Incm$113,348TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,525AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32,223OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,223OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,811TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,811TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,559TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,559TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,007,792ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,007,792ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,046,351TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,559TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,007,792TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$457,793ExcessRevenueOverExpensesAmt
Net Investment Income$74,789NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$938,328CashBOYAmt
Cash EOY$1,231,198CashEOYAmt
Cash EOYFMV$1,231,198CashEOYFMVAmt
Acct Rcvbl$596AcctRcvblAmt
Acct Rcvbl EOY$596AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$596AcctRcvblEOYFMVAmt
Rcvbl From Officers EOY$20,000RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$20,000RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$7,058,172CorporateStockBOYAmt
Corporate Stock EOY$5,908,764CorporateStockEOYAmt
Corporate Stock EOYFMV$9,259,720CorporateStockEOYFMVAmt
Total Assets BOY$7,996,500TotalAssetsBOYAmt
Total Assets EOY$7,160,558TotalAssetsEOYAmt
Total Assets EOYFMV$10,511,514TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,996,500RetainedEarningBOYAmt
Retained Earning EOY$7,160,558RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,996,500TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,160,558TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,996,500TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,160,558TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,996,500TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$457,793ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,538,707SubtotalAmt
Other Decreases$378,149OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,160,558TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - MS 7926 - LT E$411,585$717,363-$305,778-$305,778
PUBLICLY TRADED SECURITIES - MS 1392 - ST A$374,065$317,971$56,094$56,094
PUBLICLY TRADED SECURITIES - MS 1392 - LT D$555,260$579,897-$24,637-$24,637
CAPITAL GAIN DISTRIBUTION - MS 1392$780$780P
FieldValueIRS element (for citing)
Capital Gain Net Income-$273,541CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$56,094NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,040InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,040SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,040TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42,759EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$42,759TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$41,719OverpaymentAmt
Applied To ES Tax$41,719AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARCIA M CARLUCCIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028621880PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11207 CREST LANEAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221011837ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARCIA M CARLUCCI
1207 CREST LANEMCLEANVA22101DIRECTOR/PRESIDENT/TREASURER0.50$0$0$0
KRISTIN CARLUCCI WEED
1207 CREST LANEMCLEANVA22101DIRECTOR/VICE PRESIDENT/SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,055,669AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,187,088AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,242,757TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,242,757AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$138,641CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,104,116NetVlNoncharitableAssetsAmt
Minimum Investment Return$455,206MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$455,206MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,040TaxBasedOnInvestmentIncomeAmt
Total Tax$1,040TotalTaxAmt
Distributable Before Adj$454,166DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$454,166DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$454,166DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,007,792ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,007,792QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,007,792AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$454,166DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$982,426ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$833,267ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$741,580ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,451ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$218,897ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,866,621TotalExcessDistributionCyovAmt
Qualifying Distributions$1,007,792QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$454,166AppliedToCurrentYearAmt
Remaining Distri From Corpus$553,626RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,420,247TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$982,426ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,437,821ExcessDistriCyovToNextYrAmt
Excess From Year4$833,267ExcessFromYear4Amt
Excess From Year3$741,580ExcessFromYear3Amt
Excess From Year2$90,451ExcessFromYear2Amt
Excess From Year1$218,897ExcessFromYear1Amt
Excess From Current Year$553,626ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARCIA M CARLUCCIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE UNIVERSITY
2138 CAMPUS DRIVE BOX 90586DURHAMNC27708NONEPCGENERAL OPERATIONS$30,000
FORD'S THEATRE
511 10TH STREET NWWASHINGTONDC20004NONEPCGENERAL OPERATIONS$151,776
LUNGEVITY FOUNDATION
228 S WABASH AVENUE SUITE 700CHICAGOIL60604NONEPCGENERAL OPERATIONS$10,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NWWASHINGTONDC20005NONEPCGENERAL OPERATIONS$301,769
PRESBYTERIAN SCHOOL
40 OAKDALE STREETHOUSTONTX77006NONEPCGENERAL OPERATIONS$25,239
PREVENT CANCER FOUNDATION
1600 DUKE STREET SUITE 500ALEXANDRIAVA22314NONEPCGENERAL OPERATIONS$50,952
WASHINGTON TENNIS & EDUCATION FOUNDATION
1600 KENNEDY STREET NWWASHINGTONDC20011NONEPCGENERAL OPERATIONS$25,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NWWASHINGTONDC20005NONEPCGENERAL OPERATIONS$50,000
RAZIA'S RAY OF HOPE
PO BOX 81052WELLESLEYMA02481NONEPCGENERAL OPERATIONS$5,000
USAGAINSTALZHEIMERS
PO BOX 34565WASHINGTONDC20043NONEPCGENERAL OPERATIONS$10,000
RAND CORPORATION
1776 MAIN STREET PO BOX 2138SANTA MONICACA904072138NONEPCGENERAL OPERATIONS$348,056
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,007,792TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,348ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$273,541ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$160,193ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$160,193TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARCIA CARLUCCIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11207 CREST LANEAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP221011837ZIPCd
FieldValueIRS element (for citing)
Total Contributions$748,751TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1802 SHARES OF ALIBABA GROUP HLDG$205,1762020-12-22
1385 SHARES OF NVIDIA CORPORATION$204,4852020-12-22
1788 SHARES OF SALESFORCE$182,1622020-12-22
1635 SHARES OF SQUARE INC CLASS A STOCK$153,4032020-12-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,525Amt
Net Investment Income$3,525NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (6 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: FORD'S THEATREDESCRIPTION OF CONTRIBUTED PROPERTY: 3,825 SHARES OF KIRBY CP STOCKBOOK VALUE: $330,480METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $151,776METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 10/16/2020
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: NATIONAL MUSEUM OF WOMEN IN THE ARTSDESCRIPTION OF CONTRIBUTED PROPERTY: 551 SHARES OF LENNOX INTERNATIONAL INC STOCK & 1,282 SHARES OF SYNOPSYS INC STOCKBOOK VALUE: $113,904METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $301,769METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 4/28/2020
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: PRESBYTERIAN SCHOOLDESCRIPTION OF CONTRIBUTED PROPERTY: 645 SHARES OF KIRBY CP STOCKBOOK VALUE: $55,728METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $25,239METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 10/15/2020
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: PREVENT CANCER FOUNDATIONDESCRIPTION OF CONTRIBUTED PROPERTY: 1,320 SHARES OF KIRBY CP STOCKBOOK VALUE: $114,048METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $50,952METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 10/22/2020
STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE990-PF, PART I, LINE 25, COLUMN (A)DONEE ORGANIZATION: RAND CORPORATIONDESCRIPTION OF CONTRIBUTED PROPERTY: 510 SHARES OF CINTAS CORP STOCK, 649 SHARES OF JACK HENRY & ASSOCIATES STOCK, AND 815 SHARES OF RESMED INC STOCKBOOK VALUE: $89,448METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $348,056METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 4/28/2020
SCHEDULE OF RECEIVABLES DUE FROM DISQUALIFIED PERSONS990-PF, PART II, LINE 6, COLUMNS (A) AND (B)DISBURSEMENT FROM ACCOUNT DUE TO INADVERTENT/UNINTENTIONAL ERROR. AMOUNT FULLY REPAID (WITH INTEREST) UPON DISCOVERY.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MS 17926 STOCK$1,606,660$4,233,002
MS 041392 ETFS$4,302,104$5,026,718

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK-FMV ADJUSTMENTSDesc
Amt$378,149Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$32,223Amt
Net Investment Income$32,223NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryMS 1392 FOREIGN TAXES PAIDCategoryTxt
Amt$2,811Amt
Net Investment Income$2,811NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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