MEAD FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MEAD FAMILY FOUNDATION (EIN 52-1646030)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202131309349101128
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T10:54:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | 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 | 521646030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEAD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O INTENTIONAL PHILANTHROPY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAD | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER NO 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MEAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | MEAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2021-05-05 | 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 | $27,262,034 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $211 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $523,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $523,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $384,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,477,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $384,435 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,551 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,551 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $925,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $925,687 | 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 |
| Legal Fees Rev And Expnss | $463 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $463 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $271,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,841 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $178,256 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $248 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $248 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,442 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,524 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $321,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $192,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,442,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,442,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,764,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,634,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$838,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $796,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,746 | CashBOYAmt |
| Cash EOY | $62,258 | CashEOYAmt |
| Cash EOYFMV | $62,258 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $720,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $572,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $572,618 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,679,582 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,748,335 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,855,416 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,754,807 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,938,403 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,114,088 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,381,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,486,172 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,657,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,646,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,807,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,262,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,646,349 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,807,786 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,646,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,807,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,646,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,807,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,646,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$838,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,807,786 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,807,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $11,275,210 | $11,092,950 | $182,260 | $182,260 |
| CAPITAL GAINS DIVIDENDS | P | $202,175 | $202,175 | $202,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $384,435 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,069 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,069 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,069 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,337 | 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 | $12,337 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,268 | OverpaymentAmt |
| Applied To ES Tax | $1,268 | 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 | Yes (1) | 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 | WWW.MEADFAMILYFDN.ORG | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY LLC | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER SUITE 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH MEAD | ||||||||
| 3 BETHESDA METRO CENTER SUITE 960 | BETHESDA | MD | 20814 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WILLIAM TUEGEL | ||||||||
| 3 BETHESDA METRO CENTER SUITE 960 | BETHESDA | MD | 20814 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| STEPHEN MEAD | ||||||||
| 3 BETHESDA METRO CENTER SUITE 960 | BETHESDA | MD | 20814 | TREASURER | 1.00 | $0 | $0 | $0 |
| DIANA MEAD | ||||||||
| 3 BETHESDA METRO CENTER SUITE 960 | BETHESDA | MD | 20814 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RITA BERG | ||||||||
| 3 BETHESDA METRO CENTER SUITE 960 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 3 BETHESDA METRO CENTER 960 | BETHESDA | MD | 20814 | FOUNDATION MGMT | $178,256 |
| WEALTHSPIRE ADVISORS | |||||
| 12435 PARK POTOMAC AVENUE SUITE 500 | POTOMAC | MD | 20854 | ADVISORY FEES | $92,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,388,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $952,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,340,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,340,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $380,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,960,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,248,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,248,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,069 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,069 | TotalTaxAmt |
| Distributable Before Adj | $1,236,973 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,236,973 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,236,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,634,885 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,634,885 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,634,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,236,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,125 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $160,311 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,048 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,401 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $350,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,634,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,236,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $397,912 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $748,064 | 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 | $65,125 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $682,939 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $160,311 | ExcessFromYear4Amt |
| Excess From Year3 | $32,048 | ExcessFromYear3Amt |
| Excess From Year2 | $54,401 | ExcessFromYear2Amt |
| Excess From Year1 | $38,267 | ExcessFromYear1Amt |
| Excess From Current Year | $397,912 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEAD FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3017614433 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE CONTACT THE ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS BY MARCH 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE CONTACT THE ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION | ||||||||
| 224 SUNNYBROOK ROAD | RALEIGH | NC | 27610 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $20,000 | |
| ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION | ||||||||
| 224 SUNNYBROOK ROAD | RALEIGH | NC | 27610 | N/A | PC | DISCRETIONARY GRANT | $10,000 | |
| ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION | ||||||||
| 224 SUNNYBROOK ROAD | RALEIGH | NC | 27610 | N/A | PC | EMPOWERING YOUTH FOR HEALTHY LIFESTYLES | $15,000 | |
| ASSOCIATION OF ARTISTS AND CRAFTSMEN OF PORTER COUNTY | ||||||||
| 115 S 4TH STREET | CHESTERTON | IN | 46304 | N/A | PC | DISCRETIONARY GRANT | $15,000 | |
| BETHESDA CARES INC | ||||||||
| 7728 WOODMONT AVE | BETHESDA | MD | 20814 | N/A | PC | VIRTUAL CARE SUPPORT FOR FORMERLY HOMELESS CLIENTS | $15,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL FLORIDA | ||||||||
| 101 E COLONIAL DRIVE | ORLANDO | FL | 32801 | N/A | PC | LEVY-HUGHES BOYS & GIRLS CLUB OPERATING SUPPORT - INVESTING IN YOUTH OUTCOMES | $25,000 | |
| CAPITAL CARING KIDS | ||||||||
| 6707 DEMOCRACY BLVD SUITE 104 | BETHESDA | MD | 20817 | N/A | PC | VIRTUAL CHILDREN'S BEREAVEMENT SUPPORT | $20,000 | |
| CASA | ||||||||
| 8151 15TH AVENUE | LANGLEY PARK | MD | 20783 | N/A | PC | OPPORTUNITY YOUTH INTERNSHIP PROGRAM | $10,000 | |
| CELESTIAL MANNA | ||||||||
| 7800 SUTHARD DRIVE | DERWOOD | MD | 20855 | N/A | PC | COVID-19 FOOD RESPONSE | $5,000 | |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||||
| 3919 NATIONAL DRIVE SUITE 200 | BURTONSVILLE | MD | 20866 | N/A | PC | SUPPORT GROUPS FOR MENTAL HEALTH OF KINSHIP FAMILIES IN MONTGOMERY COUNTY | $15,000 | |
| CHILDREN'S INN AT NIH | ||||||||
| 7 WEST DRIVE BETHESDA | BETHESDA | MD | 20814 | N/A | PC | FY21 GENERAL OPERATING SUPPORT AND HAPPILY HUNGRY COOKING PROGRAM | $20,000 | |
| COLLEGIATE DIRECTIONS INC | ||||||||
| 4827 RUGBY AVENUE SUITE 101 | BETHESDA | MD | 20814 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| COMMON SENSE EDUCATION | ||||||||
| 650 TOWNSEND ST | SAN FRANCISCO | CA | 94103 | N/A | PC | SUPPORTING KIDS AND FAMILIES IN MCPS DURING THE CORONAVIRUS PANDEMIC AND BEYOND | $20,000 | |
| COMPASS CENTER FOR WOMEN AND FAMILIESFAMILY VIOLENCE PREVENTION CENTER | ||||||||
| PO BOX 1057 | CHAPEL HILL | NC | 27514 | N/A | PC | GENERAL OPERATING SUPPORT 2020-2021 | $30,000 | |
| COMPASS CENTER FOR WOMEN AND FAMILIESFAMILY VIOLENCE PREVENTION CENTER | ||||||||
| PO BOX 1057 | CHAPEL HILL | NC | 27514 | N/A | PC | COVID-19 EMERGENCY GRANT | $5,000 | |
| DRESS FOR SUCCESS TRIANGLE NC | ||||||||
| 1812 TILLERY PLACE SUITE 105 | RALEIGH | NC | 27604 | N/A | PC | DISCRETIONARY GRANT | $5,000 | |
| DRESS FOR SUCCESS TRIANGLE NC | ||||||||
| 1812 TILLERY PLACE SUITE 105 | RALEIGH | NC | 27604 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $20,000 | |
| DRESS FOR SUCCESS TRIANGLE NC | ||||||||
| 1812 TILLERY PLACE SUITE 105 | RALEIGH | NC | 27604 | N/A | PC | TECHNOLOGY UPGRADES - INFRASTRUCTURE AND DISTANCE LEARNING | $20,000 | |
| DURHAM CHILDREN'S INITIATIVE | ||||||||
| 2101 ANGIER AVENUE SUITE 200 | DURHAM | NC | 27703 | N/A | PC | COVID-19 EMERGENCY GRANT | $10,000 | |
| DURHAM CHILDREN'S INITIATIVE | ||||||||
| 2101 ANGIER AVENUE SUITE 200 | DURHAM | NC | 27703 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $35,000 | |
| EVERYMIND | ||||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | N/A | PC | YOUTH AND FAMILY SERVICES TELEHEALTH TECHNOLOGY | $20,000 | |
| FAMILY LEARNING SOLUTIONS INC | ||||||||
| 8804 SUNDALE DRIVE | SILVER SPRING | MD | 20910 | N/A | PC | HEALTHY EATING AND FAMILY SUPPORT | $20,000 | |
| FAMILY SERVICES INC | ||||||||
| 610 E DIAMOND AVE SUITE 100 | GAITHERSBURG | MD | 20877 | N/A | PC | THRIVING GERMANTOWN (TG) COMMUNITY HUB | $30,000 | |
| FAMILY SERVICES INC | ||||||||
| 610 E DIAMOND AVE SUITE 100 | GAITHERSBURG | MD | 20877 | N/A | PC | COVID-19 EMERGENCY GRANT | $10,000 | |
| FOOD BANK OF NORTHWEST INDIANA | ||||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | N/A | PC | COVID-19 EMERGENCY GRANT | $30,000 | |
| GENERATION HOPE | ||||||||
| 415 MICHIGAN AVENUE NE SUITE 430 | WASHINGTON | DC | 20017 | N/A | PC | GENERATION HOPE'S MENTAL HEALTH PROGRAMMING | $5,000 | |
| GERMANTOWN CULTURAL ARTS CENTER INC | ||||||||
| 12901 TOWN COMMONS DRIVE | GERMANTOWN | MD | 20874 | N/A | PC | UPCOUNTY CONSOLIDATION HUB | $20,000 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||||
| 8720 GEORGIA AVE SUITE 202 | SILVER SPRING | MD | 20910 | N/A | PC | COVID-19 WATERFORD PROJECT | $15,000 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||||
| 1325 G ST NW SUITE 480 | WASHINGTON | DC | 20005 | N/A | PC | GET SHIFT DONE | $10,000 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||||
| 8720 GEORGIA AVE SUITE 202 | SILVER SPRING | MD | 20910 | N/A | PC | DISCRETIONARY GRANT | $15,000 | |
| HEALTHY SCHOOL FOOD MARYLAND | ||||||||
| 15800 CRABBS BRANCH WAY SUITE 300 | ROCKVILLE | MD | 20852 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $20,000 | |
| IDENTITY | ||||||||
| 414 EAST DIAMOND AVE | GAITHERSBURG | MD | 20877 | N/A | PC | COVID-19 DIRECT SUPPORT FOR FOOD AND HOUSING | $20,000 | |
| IDENTITY | ||||||||
| 414 EAST DIAMOND AVE | GAITHERSBURG | MD | 20877 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $25,000 | |
| IDENTITY | ||||||||
| 414 EAST DIAMOND AVE | GAITHERSBURG | MD | 20877 | N/A | PC | COVID-19 EMERGENCY GRANT | $20,000 | |
| INTER-FAITH FOOD SHUTTLE | ||||||||
| 1001 BLAIR DRIVE | RALEIGH | NC | 27603 | N/A | PC | COVID-19 EMERGENCY GRANT | $25,000 | |
| INTER-FAITH FOOD SHUTTLE | ||||||||
| 1001 BLAIR DRIVE | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $35,000 | |
| JEWISH COUNCIL FOR THE AGING | ||||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | N/A | PC | VIRTUAL INTERGENERATIONAL ARTS AND MUSIC APPRECIATION PROGRAM | $5,000 | |
| KABOOM | ||||||||
| 4301 CONNECTICUT AVE NW ML-1 | WASHINGTON | DC | 20008 | N/A | PC | KABOOM! GENERAL OPERATING SUPPORT 2020 | $25,000 | |
| KID MUSEUM | ||||||||
| 6400 DEMOCRACY BLVD | BETHESDA | MD | 20817 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $20,000 | |
| KIDZNOTES | ||||||||
| PO BOX 200 | DURHAM | NC | 27702 | N/A | PC | DISCRETIONARY GRANT | $5,000 | |
| KIDZNOTES | ||||||||
| PO BOX 200 | DURHAM | NC | 27702 | N/A | PC | KIDZNOTES 2020 | $30,000 | |
| LATIN AMERICAN YOUTH CENTER | ||||||||
| 1419 COLUMBIA RD NW | WASHINGTON | DC | 20009 | N/A | PC | ENCHANCEMENTS TO DISTANCE AND VIRTUAL LEARNING PROGRAMS | $20,000 | |
| LIBERTY'S PROMISE | ||||||||
| 2900A RICHMOND HIGHWAY | ALEXANDRIA | VA | 22305 | N/A | PC | KEEPING MCPS IMMIGRANT ADOLESCENTS ENGAGED IN LEARNING THROUGH CAREER EXPLORATION | $20,000 | |
| MANNA FOOD CENTER | ||||||||
| 9311 GAITHER ROAD | GAITHERSBURG | MD | 20877 | N/A | PC | COVID-19 RELIEF | $25,000 | |
| MANNA FOOD CENTER | ||||||||
| 9311 GAITHER ROAD | GAITHERSBURG | MD | 20877 | N/A | PC | COVID-19 EMERGENCY GRANT | $30,000 | |
| MEALS ON WHEELS OF TAKOMA PARKSILVER SPRING | ||||||||
| 6807 ALLEGHENY AVE | TAKOMA PARK | MD | 20912 | N/A | PC | TECHNOLOGY TO IMPROVE FAMILY FOOD SECURITY IN THE AGE OF COVID-19 | $15,000 | |
| MILITARY MISSIONS IN ACTION | ||||||||
| 411-B N JUDD PKWY NE | FURGUAYVARINA | NC | 27526 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $20,000 | |
| MONTGOMERY COUNTY FOOD COUNCIL | ||||||||
| 4825 CORDELL AVENUE SUITE 204 | BETHESDA | MD | 20814 | N/A | PC | COVID-19 COORDINATION AND INFRASTRUCTURE FOR COUNTY RESPONSE | $15,000 | |
| MONTGOMERY COUNTY FOOD COUNCIL | ||||||||
| 4825 CORDELL AVENUE SUITE 204 | BETHESDA | MD | 20814 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $20,000 | |
| NATIONAL FAMILY RESILIENCY CENTER INC | ||||||||
| 10630 LITTLE PATUXENT PARKWAY SUITE | COLUMBIA | MD | 21044 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | 115 |
| NORTH CAROLINA ARTS IN ACTION | ||||||||
| PO BOX 51277 | DURHAM | NC | 27717 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $30,000 | |
| ORLANDO AFTER-SCHOOL ALL-STARS | ||||||||
| 400 S ORANGE AVENUE 9TH FLOOR | ORLANDO | FL | 32801 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PARENT ENCOURAGEMENT PROGRAM INC | ||||||||
| 10100 CONNECTICUT AVE | KENSINGTON | MD | 20895 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $30,000 | |
| PARENT ENCOURAGEMENT PROGRAM INC | ||||||||
| 10100 CONNECTICUT AVE | KENSINGTON | MD | 20895 | N/A | PC | DISCRETIONARY GRANT | $10,000 | |
| PARTNERS FOR YOUTH OPPORTUNITY | ||||||||
| 1309 HALLEY STREET | DURHAM | NC | 27707 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $25,000 | |
| PASSION FOR LEARNING INC | ||||||||
| 1210 WOODSIDE PARKWAY | SILVER SPRING | MD | 20910 | N/A | PC | DIGITAL TECHNOLOGY ENRICHMENT | $10,000 | |
| PEOPLE ANIMALS LOVE | ||||||||
| 4200 WISCONSIN AVE NW 106-376 | WASHINGTON | DC | 20016 | N/A | PC | EXPANSION OF ONLINE "READ TO A PAL DOG" PROGRAM | $10,000 | |
| PER SCHOLAS | ||||||||
| 804 E 138TH STREET 2ND FLOOR | BRONX | NY | 10454 | N/A | PC | PER SCHOLAS DISTANCE LEARNING TECH TRAINING PROGRAM | $20,000 | |
| RAINBOW COMMUNITY DEVELOPMENT CENTER | ||||||||
| 2120-A INDUSTRIAL PARKWAY | SILVER SPRING | MD | 20904 | N/A | PC | SAFETY-NET SERVICES TECHNOLOGY UPGRADES | $7,500 | |
| REAL FOOD FOR KIDS | ||||||||
| PO BOX 50002 | ARLINGTON | VA | 22205 | N/A | PC | COVID-19 EMERGENCY GRANT | $5,000 | |
| RED WIGGLER COMMUNITY FARM | ||||||||
| PO BOX 968 | CLARKSBURG | MD | 20871 | N/A | PC | GENERAL OPERATING SUPPORT 2020 AND 2021 | $25,000 | |
| RONALD MCDONALD HOUSE OF DURHAM & WAKE | ||||||||
| 506 ALEXANDER AVENUE | DURHAM | NC | 27705 | N/A | PC | GRAB AND GO HEALTHY FOOD PROGRAM AND 2020 POST-COVID OPERATING SUPPORT | $10,000 | |
| SHEPHERD'S TABLE | ||||||||
| 8106 GEORGIA AVE | SILVER SPRING | MD | 20910 | N/A | PC | MOBILE MEALS SERVICE PROGRAM: FEEDING FAMILIES IN NEED | $15,000 | |
| SOUTH EASTERN EFFORTS DEVELOPING SUSTAINABLE SPACES | ||||||||
| 706 GILBERT ST | DURHAM | NC | 27701 | N/A | PC | SEEDS GENERAL OPERATING SUPPORT 2020 | $25,000 | |
| STEPUP MINISTRY | ||||||||
| 1701 OBERLIN ROAD | RALEIGH | NC | 27608 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $20,000 | |
| STEPUP MINISTRY | ||||||||
| 1701 OBERLIN ROAD | RALEIGH | NC | 27608 | N/A | PC | DISCRETIONARY GRANT | $5,000 | |
| STEPUP MINISTRY | ||||||||
| 1701 OBERLIN ROAD | RALEIGH | NC | 27608 | N/A | PC | CRISIS INTERVENTION DURING THE 2020 PANDEMIC | $20,000 | |
| STOP DROP AND PLAY CHILDREN'S MUSEUM | ||||||||
| 9882 MAIN STREET | DAMASCUS | MD | 20872 | N/A | PC | GENERAL OPERATING SUPPORTING 2020 | $5,000 | |
| THE 4R FOUNDATION INC | ||||||||
| 210 N PARK AVE | WINTER PARK | FL | 32789 | N/A | PC | FEED THE NEED FLORIDA | $30,000 | |
| THE ABLEGAMERS FOUNDATION INC | ||||||||
| PO BOX 508 | CHARLES TOWN | WV | 25414 | N/A | PC | DISCRETIONARY GRANT | $5,000 | |
| THE COMMUNITY EMPOWERMENT FUND | ||||||||
| 208 N COLUMBIA STREET SUITE 100 | CHAPEL HILL | NC | 27514 | N/A | PC | DISCRETIONARY GRANT | $15,000 | |
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | ||||||||
| 3033 WILSON BOULEVARD SUITE 300 | ARLINGTON | VA | 22201 | N/A | PC | DISCRETIONARY GRANT | $10,000 | |
| TROSA | ||||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | N/A | PC | COVID-19 EMERGENCY GRANT | $5,000 | |
| TROSA | ||||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | N/A | PC | DISCRETIONARY GRANT | $10,000 | |
| TROSA | ||||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | N/A | PC | TECHNOLOGY ENHANCEMENTS FOR TROSA'S REMOTE PROGRAMMING DUE TO COVID-19 | $10,000 | |
| TROSA | ||||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | N/A | PC | REBUILDING LIVES: RESIDENTIAL SUBSTANCE ABUSE RECOVERY SERVICES | $20,000 | |
| URBAN ALLIANCE FOUNDATION INC | ||||||||
| 2030 Q ST NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING SUPPORT FOR WASHINGTON, DC REGION 2020 | $30,000 | |
| USO OF NORTH CAROLINA | ||||||||
| 600 AIRPORT BLVD SUITE 200 | RALEIGH | NC | 27560 | N/A | PC | DISCRETIONARY GRANT | $20,000 | |
| USO OF NORTH CAROLINA | ||||||||
| 600 AIRPORT BLVD SUITE 200 | RALEIGH | NC | 27560 | N/A | PC | TRAINING, SUPPORT, AND GROCERY GIFT CARD INITIATIVE FOR NC SERVES OF CENTRAL CAROLINA | $10,000 | |
| VIETNAMESE LITERARY AND ARTISTIC CLUB OF THE WASHINGTON METRO AREA | ||||||||
| 9700 HEDIN DR | SILVER SPRING | MD | 20903 | N/A | PC | COVID-19 EMERGENCY GRANT | $5,000 | |
| WARRIOR CANINE CONNECTION | ||||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | N/A | PC | SERVICE DOG PROGRAM OPERATING SUPPORT 2020 | $30,000 | |
| WOMEN WHO CARE MINISTRIES | ||||||||
| 19642 CLUB HOUSE RD SUITE 620 | MONTGOMERY VILLAGE | MD | 20886 | N/A | PC | COVID-19 EMERGENCY GRANT | $5,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN WASHINGTON | ||||||||
| 1112 16TH STREET NW SUITE 240 | WASHINGTON | DC | 20036 | N/A | PC | YMCA FOOD AND HEALTH HUBS: FOOD AS A TOOL FOR BETTER HEALTH | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,442,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOP DROP AND PLAY CHILDREN'S MUSEUM | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9882 MAIN STREET | AddressLine1Txt |
| City | DAMASCUS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20872 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORTING | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $523,490 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $17,551 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $384,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $925,687 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $925,687 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (86 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATOR 2.950% DUE 12/15/24 15,000.000 QTY | $15,613 | $16,440 |
| AECOM 5.125% DUE 3/15/27 23,000.000 QTY | $24,573 | $25,530 |
| AECOM 5.875% DUE 10/15/24 15,000.000 QTY | $16,238 | $16,575 |
| AIRCASTLE LTD 5.000% DUE 4/1/23 34,000.000 QTY | $35,091 | $36,423 |
| ALLY FINL INC 8.000% DUE 11/1/31 30,000.000 QTY | $38,915 | $43,800 |
| ANHEUSER-BUSCH CO 3.650% DUE 2/1/26 32,000.000 QTY | $33,623 | $36,168 |
| APPLE INC 3.350% DUE 2/9/27 40,000.000 QTY | $40,808 | $45,503 |
| ARCELORMITTAL 4.550% DUE 3/11/26 32,000.000 QTY | $35,463 | $36,091 |
| AVALONBAY COMMUN 2.950% DUE 9/15/22 5,000.000 QTY | $5,130 | $5,187 |
| BANK OF AMERICA C VAR DUE 1/28/25 39,000.000 QTY | $34,911 | $40,219 |
| BANK OF AMERICA C VAR DUE 7/23/31 40,000.000 QTY | $40,470 | $40,274 |
| BORGWARNER INC 2.650% DUE 7/1/27 34,000.000 QTY | $34,194 | $36,526 |
| BOSTON PROPERTIES 4.500% DUE 12/1/28 44,000.000 QTY | $50,703 | $52,769 |
| BP CAPITAL MKT 4.234% DUE 11/6/28 20,000.000 QTY | $20,058 | $23,837 |
| CAMPBELL SOUP CO 2.375% DUE 4/24/30 5,000.000 QTY | $5,041 | $5,243 |
| CAMPBELL SOUP CO 4.150% DUE 3/15/28 26,000.000 QTY | $29,165 | $30,494 |
| CHARLES SCHWAB VAR DUE 6/1/25 49,000.000 QTY | $50,911 | $54,574 |
| CHARTER COMMUNI 4.908% DUE 7/23/25 31,000.000 QTY | $34,026 | $36,020 |
| CIT GROUP INC 6.125% DUE 3/9/28 35,000.000 QTY | $39,018 | $42,569 |
| COMCAST CORP 3.600% DUE 3/1/24 50,000.000 QTY | $52,645 | $54,867 |
| COMCAST CORP 4.150% DUE 10/15/28 45,000.000 QTY | $51,132 | $53,840 |
| COMMONSPIRIT HE 3.347% DUE 10/1/29 33,000.000 QTY | $33,481 | $36,265 |
| CROWN AMERICAS 4.250% DUE 9/30/26 19,000.000 QTY | $19,791 | $20,805 |
| CROWN AMERICAS 4.500% DUE 1/15/23 10,000.000 QTY | $10,513 | $10,563 |
| CROWN CASTLE INT 4.300% DUE 2/15/29 30,000.000 QTY | $33,231 | $35,455 |
| CROWN HOLDINGS 7.375% DUE 12/15/26 4,000.000 QTY | $4,655 | $4,910 |
| CVS HEALTH CORP 5.125% DUE 7/20/45 32,000.000 QTY | $37,494 | $42,890 |
| DIAMONDBACK ENERGY 3.250% DUE 12/1/26 35,000.000 QTY | $35,454 | $37,406 |
| DUKE ENERGY CORP 3.950% DUE 11/15/28 35,000.000 QTY | $41,705 | $41,337 |
| ELANCO ANIMAL HE STEP DUE 8/28/28 31,000.000 QTY | $34,550 | $36,503 |
| ENERGY TRANSFER 5.250% DUE 4/15/29 32,000.000 QTY | $35,481 | $37,160 |
| FISERV INC 4.200% DUE 10/1/28 31,000.000 QTY | $33,488 | $36,799 |
| FORD MOTOR CO 8.500% DUE 4/21/23 33,000.000 QTY | $36,301 | $37,198 |
| FREEPORT-MCMORAN 4.550% DUE 11/14/24 34,000.000 QTY | $34,077 | $37,145 |
| GENERAL MOTORS 4.250% DUE 5/15/23 37,000.000 QTY | $38,152 | $39,916 |
| HCA HEALTHCARE 5.375% DUE 2/1/25 32,000.000 QTY | $35,326 | $35,880 |
| HOWMET AEROSPACE 6.875% DUE 5/1/25 30,000.000 QTY | $34,902 | $35,250 |
| INTEL CORP 2.450% DUE 11/15/29 20,000.000 QTY | $21,434 | $21,573 |
| JOHN DEERE CAPIT 3.650% DUE 10/12/23 10,000.000 QTY | $11,012 | $10,926 |
| JOHNSON CTLS INC 1.750% DUE 9/15/30 35,000.000 QTY | $35,135 | $35,615 |
| JPMORGAN CHASE 2.950% DUE 10/1/26 34,000.000 QTY | $34,218 | $37,690 |
| JPMORGAN CHASE 3.625% DUE 5/13/24 45,000.000 QTY | $45,835 | $49,726 |
| LOCKHEED MARTIN 3.550% DUE 1/15/26 20,000.000 QTY | $22,508 | $22,654 |
| LOWES CO 3.375% DUE 9/15/25 60,000.000 QTY | $61,354 | $66,915 |
| LUMEN TECH 5.625% DUE 4/1/25 33,000.000 QTY | $35,667 | $35,599 |
| MASTERCARD INC 3.350% DUE 3/26/30 35,000.000 QTY | $40,580 | $40,709 |
| MERCK & CO. INC 2.750% DUE 2/10/24 45,000.000 QTY | $43,236 | $48,877 |
| MGM RESORTS INT 5.750% DUE 6/15/25 15,000.000 QTY | $16,581 | $16,538 |
| MICROSOFT CORP 2.525% DUE 6/1/20 38,000.000 QTY | $40,230 | $39,920 |
| MICROSOFT CORP 2.700% DUE 2/12/24 45,000.000 QTY | $46,201 | $48,771 |
| NEWELL BRANDS IN STEP DUE 4/1/26 34,000.000 QTY | $35,322 | $37,485 |
| NIKE INC 2.375% DUE 11/1/26 50,000.000 QTY | $47,587 | $54,525 |
| NOVARTIS CAPITAL 3.400% DUE 5/6/24 45,000.000 QTY | $48,844 | $49,383 |
| NSTAR ELECTRIC 2.375% DUE 10/15/22 35,000.000 QTY | $35,212 | $36,051 |
| ORACLE CORP 2.500% DUE 10/15/22 40,000.000 QTY | $38,781 | $41,572 |
| PARKER-HANNIFIN 3.250% DUE 6/14/29 32,000.000 QTY | $33,109 | $36,144 |
| PEPSICO INC 2.750% DUE 3/19/30 35,000.000 QTY | $34,525 | $38,984 |
| PNC FINL SVCS 3.500% DUE 1/23/24 20,000.000 QTY | $21,002 | $21,788 |
| PROLOGIS INC 1.250% DUE 10/15/30 20,000.000 QTY | $19,633 | $19,774 |
| PUBLIC SERVICE E 3.050% DUE 11/15/24 35,000.000 QTY | $35,966 | $37,846 |
| PULTEGROUP INC 5.000% DUE 1/15/27 34,000.000 QTY | $37,184 | $40,120 |
| RAYTHEON TECH 3.950% DUE 8/16/25 31,000.000 QTY | $32,977 | $35,557 |
| RELX CAPITAL INC 4.000% DUE 3/18/29 33,000.000 QTY | $35,211 | $39,086 |
| SCHLUMBERGER INC 3.650% DUE 12/1/23 45,000.000 QTY | $47,164 | $48,763 |
| SERVICE CORP INC 3.375% DUE 8/15/30 35,000.000 QTY | $35,444 | $36,225 |
| SHELL INTL 3.250% DUE 5/11/25 60,000.000 QTY | $59,177 | $66,438 |
| SIMON PROPERTY GROUP 3.500% DUE 9/1/25 25,000.000 QTY | $27,606 | $27,690 |
| SOUTHWEST AIRLINES 4.750% DUE 5/4/23 33,000.000 QTY | $34,037 | $35,846 |
| SPRINT CORP 7.125% DUE 6/15/24 30,000.000 QTY | $34,376 | $35,025 |
| STARBUCKS CORP 2.550% DUE 11/15/30 34,000.000 QTY | $34,010 | $36,699 |
| STEEL DYNAMICS 2.400% DUE 6/15/25 34,000.000 QTY | $34,399 | $36,082 |
| THE ESTEE LAUDER CO 2.000% DUE 11/1/24 40,000.000 QTY | $39,768 | $42,207 |
| THE GEORGE WASH 4.126% DUE 9/15/48 29,000.000 QTY | $34,772 | $36,103 |
| THE GOLDMAN SACHS 4.400% DUE 2/10/25 56,000.000 QTY | $50,771 | $57,190 |
| THE KRAFT HEINZ 4.625% DUE 1/30/29 33,000.000 QTY | $36,040 | $37,699 |
| THE TORONTO-DOM 0.450% DUE 9/11/23 40,000.000 QTY | $40,074 | $40,079 |
| THE WALT DISNEY CO 2.000% DUE 9/1/29 35,000.000 QTY | $35,244 | $36,518 |
| TRUIST FINL CORP 4.800% DUE 9/1/24 18,000.000 QTY | $18,493 | $18,900 |
| UNITED RENTALS 5.500% DUE 5/15/27 34,000.000 QTY | $34,723 | $36,423 |
| UNITEDHEALTH GROUP 3.750% DUE 7/15/25 35,000.000 QTY | $37,771 | $39,853 |
| VERIZON COMMUNICATIONS 3.875% DUE 2/8/29 31,000.000 QTY | $33,212 | $36,381 |
| VF CORP 2.800% DUE 4/23/27 35,000.000 QTY | $35,267 | $38,211 |
| VISA INC 4.300% DUE 12/14/45 30,000.000 QTY | $35,366 | $40,950 |
| WESTPAC BANKING 2.5% DUE 6/28/22 35,000.000 QTY | $35,385 | $36,149 |
| WPX ENERGY INC 5.250% DUE 9/15/24 33,000.000 QTY | $34,821 | $35,805 |
| WYNDHAM DESTINAT STEP DUE 4/1/24 34,000.000 QTY | $34,810 | $36,593 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $991,365 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,057,321 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $756,970 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $798,095 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (59 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALAMOS MARKET NEUTRAL INCOME (CMNIX) 62,432.702 SHARES | AT COST | $822,873 | $867,190 |
| DIAMOND HILL LONG-SHORT (DHLSX) 33,963.930 SHARES | AT COST | $571,742 | $902,761 |
| FHLMC G05965 4.500% DUE 8/1/40 149,000.000 QTY | AT COST | $26,266 | $24,410 |
| FHLMC G08368 4.500% DUE 10/1/39 553,000.000 QTY | AT COST | $39,843 | $40,987 |
| FHLMC G15290 3.500% DUE 2/1/30 35,000.000 QTY | AT COST | $10,575 | $11,192 |
| FHLMC G16043 3.500% DUE 8/1/30 17,000.000 QTY | AT COST | $5,467 | $8,917 |
| FHLMC G61033 5.000% DUE 5/1/41 25,000.000 QTY | AT COST | $13,681 | $14,415 |
| FHLMC G61260 4.500% DUE 4/1/46 26,000.000 QTY | AT COST | $16,399 | $17,300 |
| FHLMC QB3677 2.000% DUE 9/1/50 27,000.000 QTY | AT COST | $27,422 | $27,529 |
| FHLMC QB4905 1.500% DUE 11/1/50 35,000.000 QTY | AT COST | $35,221 | $35,257 |
| FHLMC QN1767 2.500% DUE 4/1/35 27,000.000 QTY | AT COST | $22,283 | $23,402 |
| FHLMC RA3194 2.500% DUE 8/1/50 49,000.000 QTY | AT COST | $49,491 | $50,083 |
| FHLMC RA3205 2.000% DUE 8/1/50 22,000.000 QTY | AT COST | $22,238 | $22,362 |
| FHLMC SB0097 2.500% DUE 10/1/34 40,000.000 QTY | AT COST | $32,815 | $34,577 |
| FHLMC SD7514 3.500% DUE 4/1/50 32,000.000 QTY | AT COST | $26,974 | $26,762 |
| FHLMC ZS9580 3.500% DUE 12/1/45 105,000.000 QTY | AT COST | $50,150 | $51,810 |
| FNMA PL 890430 3.500% DUE 7/1/27 24,000.000 QTY | AT COST | $3,448 | $3,505 |
| FNMA PL 932124 4.500% DUE 11/1/39 50,000.000 QTY | AT COST | $5,666 | $5,849 |
| FNMA PL AB1466 4.500% DUE 9/1/40 69,000.000 QTY | AT COST | $10,504 | $10,839 |
| FNMA PL AL7014 4.000% DUE 6/1/45 163,000.000 QTY | AT COST | $69,982 | $72,319 |
| FNMA PL AL7046 3.500% DUE 6/1/45 58,000.000 QTY | AT COST | $25,158 | $26,385 |
| FNMA PL AS4555 3.500% DUE 3/1/45 37,000.000 QTY | AT COST | $15,139 | $16,351 |
| FNMA PL AV0692 4.000% DUE 12/1/43 214,000.000 QTY | AT COST | $64,232 | $67,134 |
| FNMA PL AV7104 4.000% DUE 3/1/44 17,000.000 QTY | AT COST | $5,459 | $5,705 |
| FNMA PL BM3562 4.500% DUE 2/1/48 80,000.000 QTY | AT COST | $46,927 | $47,972 |
| FNMA PL BM4425 5.000% DUE 7/1/47 35,000.000 QTY | AT COST | $24,090 | $24,847 |
| FNMA PL BM5629 4.500% DUE 2/1/49 28,000.000 QTY | AT COST | $16,210 | $17,127 |
| FNMA PL BN5356 4.000% DUE 3/1/34 45,000.000 QTY | AT COST | $35,610 | $37,032 |
| FNMA PL CA0995 3.500% DUE 1/1/48 37,000.000 QTY | AT COST | $24,903 | $25,948 |
| FNMA PL CA1354 3.500% DUE 3/1/48 31,000.000 QTY | AT COST | $19,914 | $20,514 |
| FNMA PL CA2166 4.500% DUE 8/1/48 32,000.000 QTY | AT COST | $15,920 | $17,090 |
| FNMA PL CA2626 4.000% DUE 11/1/48 13,000.000 QTY | AT COST | $9,138 | $9,493 |
| FNMA PL CA4119 4.000% DUE 9/1/49 36,000.000 QTY | AT COST | $28,312 | $29,345 |
| FNMA PL CA4182 4.500% DUE 9/1/49 27,000.000 QTY | AT COST | $20,360 | $21,189 |
| FNMA PL CA4721 3.500% DUE 11/1/34 26,000.000 QTY | AT COST | $20,276 | $21,115 |
| FNMA PL FM1104 3.500% DUE 5/1/49 32,000.000 QTY | AT COST | $24,826 | $24,748 |
| FNMA PL FM2001 5.000% DUE 9/1/49 59,000.000 QTY | AT COST | $43,320 | $44,612 |
| FNMA PL FM2976 2.500% DUE 1/1/35 25,000.000 QTY | AT COST | $21,287 | $22,073 |
| FNMA PL MA4119 2.000% DUE 9/1/50 47,000.000 QTY | AT COST | $47,597 | $48,069 |
| FREDDIE MAC 3.286% DUE 11/25/27 30,000.000 QTY | AT COST | $31,826 | $34,584 |
| FREDDIE MAC 3.350% DUE 1/25/28 54,000.000 QTY | AT COST | $60,648 | $62,529 |
| FREDDIE MAC 3.900% DUE 4/25/28 15,000.000 QTY | AT COST | $15,713 | $17,922 |
| GATEWAY Y (GTEYX) 43,843.299 SHARES | AT COST | $1,175,990 | $1,610,364 |
| HMLTN LANE PRIV EQ VI LTD | AT COST | $0 | $16,650 |
| ISHARES CORE S&P MID CAP ETF (IJH) 6,744.819 SHARES | AT COST | $1,253,167 | $1,550,162 |
| ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) 15,273.000 SHARES | AT COST | $549,972 | $667,584 |
| ISHARES RUSSELL 2000 ETF (IWM) 7,458.000 SHARES | AT COST | $625,915 | $1,462,215 |
| LEHAM BROTHERS HOLDINGS | AT COST | $0 | $134 |
| MASTERS IV OFFSHORE | AT COST | $0 | $56,693 |
| METROPOLITAN WEST TOTAL RETURN BD (MWTIX) 93,736.139 SHARES | AT COST | $999,534 | $1,047,970 |
| OSTERWEIS STRATEGIC INCOME (OSTIX) 108,390.171 SHARES | AT COST | $1,156,981 | $1,230,228 |
| PARAMETRIC TAX-MANAGED EMERG MKT (EITEX) 22,949.701 SHARES | AT COST | $999,375 | $1,146,108 |
| PIONEER STRATEGIC INCOME (STRYX) 100,200.401 SHARES | AT COST | $1,000,000 | $1,143,287 |
| POLEN GROWTH INSTITUTIONAL (POLIX) 21,545.455 SHARES | AT COST | $775,000 | $988,936 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 30,753.599 SHARES | AT COST | $1,305,991 | $1,451,877 |
| VANGUARD INFLATION-PROJECTED SECS (VAIPX) 18,504.441 SHARES | AT COST | $500,000 | $524,046 |
| VANGUARD S&P 500 ETF (VOO) 11,690.000 SHARES | AT COST | $2,194,964 | $4,017,736 |
| WASATCH EMERGING MKTS SMALL CAP INSTL (WIEMX) 232,506.024 SHARES | AT COST | $609,363 | $806,796 |
| WASATCH INTL GROWTH (WIIGX) 29,885.967 SHARES | AT COST | $860,015 | $1,043,618 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $463 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $463 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $750 | $0 | $750 |
| DUES & MEMBERSHIPS | $1,355 | $0 | $1,355 |
| BANK FEES | $103 | $103 | $0 |
| SOFTWARE LICENSES | $4,584 | $0 | $4,584 |
| OFFICE EXPENSE | $66 | $0 | $66 |
| POSTAGE | $163 | $0 | $163 |
| BOND AMORTIZATION | $36,421 | $36,421 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $17,551 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,551 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,551 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $92,841 | $92,841 | $0 |
| FOUNDATION MANAGEMENT CONSULTING | $178,256 | $0 | $178,256 |