JOHN EDWARD FOWLER MEMORIAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN EDWARD FOWLER MEMORIAL FOUNDATION (EIN 51-6019469)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-26
- IRS object ID
- 202142079349100709
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-26T10:20:36-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffery P Capron CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10304 Montgomery Ave | AddressLine1Txt |
| City | Kensington | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20895 | 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 | 516019469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Edward Fowler Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3016542700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4340 East-West Highway | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffery P Capron | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3016542700 | PhoneNum |
| Signature | 2021-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jeffery | PersonFirstNm |
| Person Last | Capron | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffery P Capron | PreparerPersonNm |
| PTIN | P00082778 | PTIN |
| Phone | 3015099735 | PhoneNum |
| Preparation | 2021-07-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $66,845,690 | 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 | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,313,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,313,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $951,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $951,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $951,075 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$42,109 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$42,500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,222,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,221,783 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $234,840 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $117,420 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $117,420 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $113,099 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,310 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $101,789 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,000 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,000 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,639 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,820 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,819 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,937 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,522 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,811 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $793 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $397 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $396 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $55,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $27,600 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,600 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,764 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,382 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,382 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $514,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $396 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $291,821 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,744,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $396 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,521,821 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,522,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,999,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $679,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,991 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $28,359 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,359 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,359 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $62,662,558 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,049,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,049,335 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,500 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $4,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,795,611 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,615,217 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,615,217 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,461 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,557 | LandBOYAmt |
| Land EOY | $1,188 | LandEOYAmt |
| Land EOYFMV | $1,188 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,172,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,845,690 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,845,690 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $461 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $725 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $461 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $725 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $68,172,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | $66,844,965 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,172,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,844,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,172,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,845,690 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,172,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,522,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $195,237 | OtherIncreasesAmt |
| Subtotal | $66,844,965 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $66,844,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Various stock and bonds | P | 2019-01-01 | 2020-12-31 | $858,269 | $0 | $0 | $858,269 | $0 | $0 | $0 | $858,269 |
| Mutual fund def comp | P | 2019-01-01 | 2020-12-31 | $92,806 | $0 | $0 | $92,806 | $0 | $0 | $0 | $92,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $951,075 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,792 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,792 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,599 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $38,599 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$38,599 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $95 | EsPenaltyAmt |
| Overpayment | $10,712 | OverpaymentAmt |
| Applied To ES Tax | $10,712 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | The Foundation | IndividualWithBooksNm |
| Phone | 3016542700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4340 East West Highway | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Michael P Bentzen | ||||||||
| 4340 East West Highway | Bethesda | MD | 20814 | Chair | 15.00 | $54,200 | $0 | $0 |
| Jeffery P Capron | ||||||||
| 4340 East West Highway | Bethesda | MD | 20814 | President | 20.00 | $54,200 | $0 | $0 |
| Richard H Lee | ||||||||
| 4340 East West Highway | Bethesda | MD | 20814 | Retired | 5.00 | $114,400 | $40,000 | $0 |
| Brian Bentzen | ||||||||
| 4340 East West Highway | Bethesda | MD | 20814 | Trustee | 5.00 | $12,000 | $0 | $0 |
| Kelly Capron | ||||||||
| 4340 East West Highway | Bethesda | MD | 20814 | Trustee | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | n/a | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,375,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $505,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,655 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,903,605 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $62,903,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $943,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,960,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,098,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,098,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,792 | TotalTaxAmt |
| Distributable Before Adj | $3,070,211 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,070,211 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,070,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,521,821 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,521,821 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,521,821 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,070,211 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $295,353 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $194,457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $489,810 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,521,821 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,070,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $451,610 | RemainingDistriFromCorpusAmt |
| Total Corpus | $941,420 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $941,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $295,353 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $194,457 | ExcessFromYear1Amt |
| Excess From Current Year | $451,610 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jeff Capron co The John Edward Fowl | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4340 East West Highway | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Information as required in the online website | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Higher Achievement | ||||||
| 1750 Columbia Road | Washington | DC | 20009 | PC | General Operating | $50,000 |
| Society of St Andrew | ||||||
| 3383 Sweet Hollow Road | Big Island | VA | 24526 | PC | General Operating | $15,000 |
| La Cocina VA | ||||||
| 1500 N Glebe Road | Arlington | VA | 22207 | PC | General Operating | $100,000 |
| Housing Unlimited | ||||||
| 12125 Viers Mill Road 201 | Silver Spring | MD | 20906 | PC | General Operating | $40,000 |
| Together We Bake | ||||||
| 3821 Griffith Place | Alexandria | VA | 22304 | PC | General Operating | $15,000 |
| Food and Friends | ||||||
| 219 Riggs Road NE | Washington | DC | 20011 | PC | General Operating | $75,000 |
| Christ House | ||||||
| 1717 Columbia Road NW | Washington | DC | 20009 | PC | General Operating | $40,000 |
| Arts for the Aging | ||||||
| 15800 Crabbs Branch Way Ste 300 | Rockville | MD | 20855 | PC | General Operating | $15,000 |
| Arlington Pediatric Center | ||||||
| 3401 Columbia Pike Ste 200 | Arlington | VA | 22204 | PC | General Operating | $40,000 |
| Common Good City Farm | ||||||
| 319 Oakdale Place NW | Washington | DC | 20001 | PC | General Operating | $25,000 |
| Father McKenna Center | ||||||
| 19 Eye Street NW | Washington | DC | 20001 | PC | General Operating | $30,000 |
| Koinonia Foundation | ||||||
| 6037 Franconia Road | Alexandria | VA | 22310 | PC | General Operating | $30,000 |
| Mobile Medical Care | ||||||
| 9309 Old Georgetown Road | Bethesda | MD | 20814 | PC | General Operating | $30,000 |
| Project Mend-A-House | ||||||
| 8787 Commerce Court | Manassas | VA | 20110 | PC | General Operating | $15,000 |
| Theatre Lab School for Dramatic Arts | ||||||
| 733 8th Street NW | Washington | DC | 20001 | PC | General Operating | $5,000 |
| Hope Connections for Cancer Support | ||||||
| 10100 Laureate Way | Bethesda | MD | 20814 | PC | General Operating | $15,000 |
| Britepaths | ||||||
| 3959 Pender Drive Ste 200 | Fairfax | VA | 22030 | PC | General Operating | $20,000 |
| Future Link | ||||||
| 15 West Gude Drive | Rockville | MD | 20850 | PC | General Operating | $20,000 |
| Hope and a Home | ||||||
| 1236 Columbia Road NW | Washington | DC | 20009 | PC | General Operating | $30,000 |
| Jubilee Housing | ||||||
| 1640 Columbia Road NW | Washington | DC | 20009 | PC | General Operating | $20,000 |
| Judah Project | ||||||
| 941 R Street NW | Washington | DC | 20001 | PC | General Operating | $20,000 |
| Shaw Community Ministry | ||||||
| 1701 11th Street NW | Washington | DC | 20001 | PC | General Operating | $20,000 |
| Reach Education Inc | ||||||
| 300 M Street SE | Washington | DC | 20003 | PC | General Operating | $25,000 |
| Building Bridges Across the River | ||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | PC | General Operating | $100,000 |
| Montgomery College Foundation | ||||||
| 9221 Corporate Blvd 3rd Fl | Rockville | MD | 20850 | PC | General Operating | $25,000 |
| The Washington School for Girls | ||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | PC | General Operating | $60,000 |
| Rebuilding Together Alexandria | ||||||
| 700 Princess Street Ste 206 | Alexandria | VA | 22314 | PC | General Operating | $20,000 |
| Parkmont School | ||||||
| 4842 16th Street NW | Washington | DC | 20011 | PC | General Operating | $20,000 |
| My Sister's Place | ||||||
| 1436 U Street NW | Washington | DC | 20009 | PC | General Operating | $25,000 |
| DC Central Kitchen | ||||||
| 425 2nd Street NW | Washington | DC | 20001 | PC | General Operating | $100,000 |
| Nourish Now | ||||||
| 1111 Taft Street | Rockville | MD | 20849 | PC | General Operating | $15,000 |
| One World Education | ||||||
| 1800 Kenyon Street | Washington | DC | 20008 | PC | General Operating | $30,000 |
| The Fenwick Foundation | ||||||
| 23 N Fenwick Street | Arlington | VA | 22201 | PC | General Operating | $15,000 |
| Resources to Inspire Students and Educators | ||||||
| 2001 14th Street NW | Washington | DC | 20003 | PC | General Operating | $40,000 |
| Insight Memory Care Center | ||||||
| 3953 Pender Drive Ste 100 | Fairfax | VA | 22030 | PC | General Operating | $130,000 |
| We Are Family Senior Outreach | ||||||
| 1525 Newton Street NW | Washington | DC | 20010 | PC | General Operating | $15,000 |
| Aspire After School Learning | ||||||
| 909 S Dinwiddie Street | Arlington | VA | 22204 | PC | General Operating | $25,000 |
| Nick's Place | ||||||
| 10482 Baltimore Ave Ste 199 | Beltsville | MD | 20705 | PC | General Operating | $20,000 |
| New Endeavors by Women | ||||||
| 611 N Street NW | Washington | DC | 20001 | PC | General Operating | $20,000 |
| Some Others Might Eat | ||||||
| 71 O Street NW | Washington | DC | 20001 | PC | General Operating | $60,000 |
| Boys & Girls Club of Greater Washington | ||||||
| 4103 Benning Road NE | Washington | DC | 20019 | PC | General Operating | $100,000 |
| Capital Area Food Bank | ||||||
| 4900 Puerto Rico Avenue NE | Washington | DC | 20017 | PC | General Operating | $150,000 |
| Downtown Cluster of Congregations | ||||||
| 1313 New York Avenue NW | Washington | DC | 20005 | PC | General Operating | $25,000 |
| Beacon House | ||||||
| 601 Edgewood Street NE | Washington | DC | 20020 | PC | General Operating | $40,000 |
| Boys&Girls Club of GW | ||||||
| 4103 Benning Road | Washington | DC | 20019 | PC | General Operating | $15,000 |
| Byte Back | ||||||
| 899 N Capitol Street NE Ste 850 | Washington | DC | 20002 | PC | General Operating | $30,000 |
| Dance Place | ||||||
| 3225 8th Street NE | Washington | DC | 20017 | PC | General Operating | $20,000 |
| DC Law Students in Court | ||||||
| 901 4th Street NW | Washington | DC | 20001 | PC | General Operating | $25,000 |
| DC Youth Orchestra Program | ||||||
| 1120 20th Street NW Ste 200N | Washington | DC | 20036 | PC | General Operating | $15,000 |
| Dumbarton Concerts | ||||||
| 3133 Dumbarton Street NW | Washington | DC | 20007 | PC | General Operating | $55,000 |
| For Love of Children | ||||||
| 1301 Pennsylvania Avenue SE | Washington | DC | 20003 | PC | General Operating | $40,000 |
| Friends Club | ||||||
| 6601 Bradley Blvd | Bethesda | MD | 20817 | PC | General Operating | $20,000 |
| Gaithersburg HELP | ||||||
| 301 Muddy Branch Road | Gaithersburg | MD | 20878 | PC | General Operating | $15,000 |
| Habitat for Humanity Washington DC | ||||||
| 2115 Ward Court NW Ste 100 | Washington | DC | 20037 | PC | General Operating | $40,000 |
| Joseph's House | ||||||
| 1730 Lanier Place NW | Washington | DC | 20009 | PC | General Operating | $40,000 |
| Jubilee Jobs Inc | ||||||
| 2712 Ontario Road NW | Washington | DC | 20009 | PC | General Operating | $30,000 |
| Leveling the Playing Field | ||||||
| 9170 Brookville Road | Silver Spring | MD | 20910 | PC | General Operating | $15,000 |
| Literacy Council of Montgomery County | ||||||
| 21 Maryland Avenue Ste 320 | Rockville | MD | 20850 | PC | General Operating | $30,000 |
| Montgomery County Coalition for the Homeless | ||||||
| 600-B East Gude Drive | Rockville | MD | 20850 | PC | General Operating | $75,000 |
| N Street Village | ||||||
| 1333 N Street NW | Washington | DC | 20005 | PC | General Operating | $50,000 |
| Olney Help Inc | ||||||
| 16911 Georgia Avenue | Olney | MD | 20832 | PC | General Operating | $20,000 |
| One Common Unity | ||||||
| 2437 15th Street NW | Washington | DC | 20009 | PC | General Operating | $20,000 |
| St Ann's Center | ||||||
| 4901 Eastern Avenue | Hyattsville | MD | 20782 | PC | General Operating | $40,000 |
| StoryBook Treasures | ||||||
| 42437 Holly Knoll Court | Ashburn | VA | 20148 | PC | General Operating | $20,000 |
| Barker Adoption Foundation | ||||||
| 7979 Old Georgetown Road 1st Fl | Bethesda | MD | 20814 | PC | General Operating | $35,000 |
| Dance Institute | ||||||
| 3400 14th Street NW | Washington | DC | 20010 | PC | General Operating | $15,000 |
| Shepard's Table | ||||||
| 8106 Georgia Avenue | Silver Spring | MD | 20910 | PC | General Operating | $35,000 |
| Thrive DC | ||||||
| 1525 Newton Street | Washington | DC | 20010 | PC | General Operating | $50,000 |
| Washington Ballet | ||||||
| 3515 Wisconsin Avenue NW | Washington | DC | 20016 | PC | General Operating | $100,000 |
| Doorways for Women and Families | ||||||
| 4600 N Fairfax Drive | Arlington | VA | 22210 | PC | General Operating | $35,000 |
| Growing Together | ||||||
| 9023 Flower Avenue | Silver Spring | MD | 20901 | PC | General Operating | $20,000 |
| Crossroads Community Food Network | ||||||
| 6930 Carroll Avenue Ste 426 | Takoma Park | MD | 20912 | PC | General Operating | $15,000 |
| DC Volunteer Lawyers Project | ||||||
| 5335 Wisconsin Avenue Ste 440 | Washington | DC | 20015 | PC | General Operating | $25,000 |
| Senior Services of Alexandria | ||||||
| 206 N Washington Street Ste 301 | Alexandria | VA | 22314 | PC | General Operating | $15,000 |
| Young Playwrights' Theatre | ||||||
| 6925 Willow Street NW | Washington | DC | 20012 | PC | General Operating | $25,000 |
| Central Union Mission | ||||||
| 65 Massachusetts Avenue NW | Washington | DC | 20001 | PC | General Operating | $70,000 |
| Greater Washington Diaper Bank | ||||||
| 1532 A Street NE | Washington | DC | 20002 | PC | General Operating | $20,000 |
| So What Else Inc | ||||||
| 1 Preserve Parkway | Rockville | MD | 20852 | PC | General Operating | $75,000 |
| Friendship Place | ||||||
| 4713 Wisconsin Avenue NW | Washington | DC | 20016 | PC | General Operating | $55,000 |
| Free Minds Book Club | ||||||
| 1816 12th Street NW | Washington | DC | 20009 | PC | General Operating | $10,000 |
| Western Fairfax Christian Ministries | ||||||
| 4511 Daly Drive Ste J | Chantilly | VA | 20153 | PC | General Operating | $35,000 |
| Wesley Housing of N VA | ||||||
| 5515 Cherokee Avenue Ste 200 | Alexandria | VA | 22312 | PC | General Operating | $60,000 |
| Arlington Free Clinic | ||||||
| 2921 11th Street South | Arlington | VA | 22204 | PC | General Operating | $75,000 |
| David Lynch Foundation | ||||||
| 228 E 45th Street 15th Fl | New York | NY | 10017 | PC | General Operating | $25,000 |
| Homeless Children Playtime Project | ||||||
| 1525 Newton Street NW | Washington | DC | 20010 | PC | General Operating | $15,000 |
| Art Enables Inc | ||||||
| 2204 Rhode Island Avenue NE | Washington | DC | 20018 | PC | General Operating | $15,000 |
| College Bound Inc | ||||||
| 128 M Street NW | Washington | DC | 20001 | PC | General Operating | $20,000 |
| Calvary Women's Services | ||||||
| 1217 Good Hope Road SE | Washington | DC | 20020 | PC | General Operating | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,230,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $951,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $951,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $951,075 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Brother Laser printer | 2006-12-05 | $420 | $420 | SL | 5.000000000000 | $0 |
| Conf table / chairs | 2007-06-21 | $3,000 | $3,000 | SL | 7.000000000000 | $0 |
| Exec chair SFM | 2007-08-15 | $210 | $210 | SL | 7.000000000000 | $0 |
| Safford chair | 2007-08-22 | $105 | $105 | SL | 7.000000000000 | $0 |
| Drapes Bethesda | 2007-12-01 | $2,892 | $2,892 | SL | 5.000000000000 | $0 |
| HP 1040 Fax | 2008-01-02 | $100 | $100 | SL | 5.000000000000 | $0 |
| HP 1006 Laser printer SFM | 2008-01-03 | $147 | $147 | SL | 5.000000000000 | $0 |
| Dell Optiplex 7010 | 2013-12-08 | $1,485 | $1,485 | SL | 5.000000000000 | $0 |
| Kodak 2900 scanner | 2015-03-02 | $2,229 | $2,006 | SL | 5.000000000000 | $223 |
| Dell poweredge 7350 server | 2016-09-12 | $1,324 | $927 | SL | 5.000000000000 | $265 |
| HP x360 laptop | 2017-12-07 | $750 | $319 | SL | 5.000000000000 | $150 |
| Lenovo thinkpad desktop | 2019-08-31 | $562 | $56 | SL | 5.000000000000 | $112 |
| Computer accessories | 2020-06-30 | $425 | SL | 5.000000000000 | $43 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| 13 | ||||
| Schwab x2507 | Purchased | $858,269 | $0 | $858,269 |
| (no name) | ||||
| Schwab x 7436 | Purchased | $92,806 | $92,806 | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Schwab | $49,241,662 | $49,241,662 |
| Schwab Def Comp | $807,673 | $807,673 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEG POF III | $4,097,960 | $4,097,960 |
| FEG POF IV | $3,150,108 | $3,150,108 |
| FEG AAF I | $9,367,149 | $9,367,149 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office expenses | Desc |
| Revenue And Expenses Per Books | $20,764 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,382 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,382 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership income | -$42,500 | -$42,500 |
| Credit card rewards | $391 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UGL | Desc |
| Amt | $195,237 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEG fees Investment | $27,437 | $27,437 |
| Springreef Investment | $500 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll taxes/fees | CategoryTxt |
| Amt | $18,333 | Amt |
| Net Investment Income | $5,522 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,811 | DisbursementsCharitablePrpsAmt |
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