THE MILLER-WEHRLE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MILLER-WEHRLE FAMILY FOUNDATION (EIN 20-8091563)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-05
- IRS object ID
- 202142179349100114
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-05T12:38:43-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520901831 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANGAN & MCKENDREE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 WESTPARK DR STE T420 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 208091563 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILLER-WEHRLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 2022447056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5448 33RD STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200151627 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW B MILLER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2022447056 | PhoneNum |
| Signature | 2021-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE CAHILL | PreparerPersonNm |
| PTIN | P00176033 | PTIN |
| Phone | 7038932660 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $5,262,983 | 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 | $22,988 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,988 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,637,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,901 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $207,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,869 | 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 |
| Other Prof Fees Rev And Expnss | $40,797 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,797 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $163,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $253,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,855 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,203,432 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,597,448 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,597,448 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $464,786 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $406,680 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $406,680 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,831,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,262,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,262,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,831,664 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,262,983 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,831,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,262,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,831,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,262,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,831,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $514,247 | OtherIncreasesAmt |
| Subtotal | $5,262,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,262,983 | 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 |
|---|---|---|---|---|---|
| ST SECURITY SALES | P | $294,885 | $302,464 | -$7,579 | -$7,579 |
| LT SECURITY SALES | P | $1,342,867 | $1,196,387 | $146,480 | $146,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,901 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,482 | 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 | $6,482 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,160 | OverpaymentAmt |
| Applied To ES Tax | $4,160 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022447056 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5448 33RD STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200151627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 M WEHRLE | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| MATTHEW B MILLER | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | VICE PRESIDENT/SECRETARY | 4.00 | $0 | $0 | $0 |
| COLIN A MILLER | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| E LIAM MILLER | ||||||||
| 334 WEST STREET ROAD | KENNETT SQUARE | PA | 19348 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,517,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $240,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,758,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,758,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,687,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,322 | TotalTaxAmt |
| Distributable Before Adj | $232,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $215,855 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $215,855 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $197,891 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH M WEHRLE | ContributingManagerNm |
| Contributing Manager | MATTHEW B MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR A JUST SOCIETY | ||||||||
| 3518 SOUTH EDMUNDS STREET | SEATTLE | WA | 98118 | NONE | PC | UNRESTRICTED | $10,000 | |
| BAIL PROJECT | ||||||||
| P O BOX 750 | VENICE | CA | 90294 | NONE | PC | UNRESTRICTED | $5,000 | |
| BAY JOURNAL FUND | ||||||||
| P O BOX 222 | JACOBUS | PA | 17407 | NONE | PC | UNRESTRICTED | $5,000 | |
| BLACK ALLIANCE FOR JUST IMMIGRATION | ||||||||
| 1360 FULTON ST BUILDING B SUITE | BROOKLYN | NY | 11216 | NONE | PC | UNRESTRICTED | $5,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | UNRESTRICTED | $5,000 | |
| CASA DE MARYLAND | ||||||||
| 8151 15TH AVENUE | HYATTSVILLE | MD | 20783 | NONE | PC | UNRESTRICTED | $5,000 | |
| COALITION OF IMMOKELEE WORKERS | ||||||||
| P O BOX 603 | IMMOKALEE | FL | 34143 | NONE | PC | UNRESTRICTED | $5,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $5,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $5,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | UNRESTRICTED | $10,000 | |
| FOOD & FRIENDS | ||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | PC | UNRESTRICTED | $5,000 | |
| FREE MINDS BOOK CLUB & WRITING WORKSHOP | ||||||||
| 1816 12TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED | $5,000 | |
| GIVE DIRECTLY INC | ||||||||
| P O BOX 3221 | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $20,000 | |
| GROUND TRUTH PROJECT MOUNTAIN STATE SPOTLIGHT | ||||||||
| P O BOX 1111 | CHARLESTON | WA | 25324 | NONE | PC | UNRESTRICTED | $5,000 | |
| HIPS | ||||||||
| 906 H STREET NE | WASHINGTON | DC | 20002 | NONE | PC | UNRESTRICTED | $5,000 | |
| LIFT | ||||||||
| 999 NORTH CAPITAL STREET NE | WASHINGTON | DC | 20002 | NONE | PC | UNRESTRICTED | $5,000 | |
| MIRIAM'S KITCHEN | ||||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | UNRESTRICTED | $10,000 | |
| NATIONAL DAY LABORER ORGANIZING NETWORK | ||||||||
| 1030 SOUTH ARROYO PARKWAY SUITE 106 | PASADENA | CA | 21601 | NONE | PC | UNRESTRICTED | $10,000 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||
| 45 BROADWAY SUITE 320 | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $25,000 | |
| NORTH STAR FUND | ||||||||
| 520 EIGHTH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTRED | $5,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON ST STE 300 | BOSTON | MA | 02199 | NONE | PC | UNRESTRICTED | $5,000 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 217059942 | NONE | PC | UNRESTRICTED | $5,000 | |
| PICKERING CREEK AUDUBON CENTER | ||||||||
| 11450 AUDUBON LANE | EASTON | MD | 21061 | NONE | PC | UNRESTRICTED | $5,000 | |
| RESTAURANT WORKERS COMMUNITY FOUNDATION | ||||||||
| 575 GRAND STREET E1507 | NEW YORK | NY | 10002 | NONE | PC | UNRESTRICTED | $10,000 | |
| SHORERIVERS INC | ||||||||
| 114 SOUTH WASHINGTON STREET SUITE | EASTON | MD | 21601 | NONE | PC | UNRESTRICTED | $5,000 | 301 |
| SMYAL | ||||||||
| 410 7TH ST SE | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $10,000 | |
| SWEET UNION BAPTIST CHURCH | ||||||||
| 521 MADISON AVENUE NW | ROANOKE | VA | 24016 | NONE | PC | UNRESTRICTED | $25,000 | |
| SYLVIA RIVERA LAW PROJECT | ||||||||
| 147 W 24TH ST 5TH FL | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE ALI FORNEY CENTER | ||||||||
| 224 WEST 35TH STREET15TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $5,000 | |
| USA FOR UNHCR | ||||||||
| 1310 L STREET NW SUITE 450 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,988 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,980 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $207,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,869 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WASHINGTON DC DOES NOT REQUIRE A PRIVATE FOUNDATION TO FURNISH A COPY OF THE 990-PF TO THE ATTORNEY GENERAL OR DESIGNATE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $406,680 | EOYBookValueAmt |
| EOYFMV | $406,680 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $4,597,448 | EOYBookValueAmt |
| EOYFMV | $4,597,448 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTIONS | $506 |
| CHANGE IN FMV | $513,741 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $40,797 | Amt |
| Net Investment Income | $40,797 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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