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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-05T12:38:43-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520901831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSS LANGAN & MCKENDREE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17900 WESTPARK DR STE T420AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208091563EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MILLER-WEHRLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone2022447056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW B MILLERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2022447056PhoneNum
Signature2021-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTHEWPersonFirstNm
Person LastMILLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLETTE CAHILLPreparerPersonNm
PTINP00176033PTIN
Phone7038932660PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,262,983FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$22,988InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,988InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$45,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,980DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$138,901NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,637,752GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$138,901CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$207,869TotalRevAndExpnssAmt
Total Net Invst Incm$207,869TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$40,797OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,797OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,797TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,797TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$250,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$250,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$290,797TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,797TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$250,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$82,928ExcessRevenueOverExpensesAmt
Net Investment Income$167,072NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$163,446SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$253,855SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$253,855SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5,000AcctRcvblAmt
Acct Rcvbl EOY$5,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$4,203,432CorporateStockBOYAmt
Corporate Stock EOY$4,597,448CorporateStockEOYAmt
Corporate Stock EOYFMV$4,597,448CorporateStockEOYFMVAmt
Corporate Bonds BOY$464,786CorporateBondsBOYAmt
Corporate Bonds EOY$406,680CorporateBondsEOYAmt
Corporate Bonds EOYFMV$406,680CorporateBondsEOYFMVAmt
Total Assets BOY$4,831,664TotalAssetsBOYAmt
Total Assets EOY$5,262,983TotalAssetsEOYAmt
Total Assets EOYFMV$5,262,983TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,831,664NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,262,983NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,831,664TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,262,983TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,831,664TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,262,983TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,831,664TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$82,928ExcessRevenueOverExpensesAmt
Other Increases$514,247OtherIncreasesAmt
Subtotal$5,262,983SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,262,983TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST SECURITY SALESP$294,885$302,464-$7,579-$7,579
LT SECURITY SALESP$1,342,867$1,196,387$146,480$146,480
FieldValueIRS element (for citing)
Capital Gain Net Income$138,901CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,322InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,322SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,322TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,482EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,482TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,160OverpaymentAmt
Applied To ES Tax$4,160AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022447056PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH M WEHRLE
5448 33RD STREET NWWASHINGTONDC20015PRESIDENT/TREASURER1.00$0$0$0
MATTHEW B MILLER
5448 33RD STREET NWWASHINGTONDC20015VICE PRESIDENT/SECRETARY4.00$0$0$0
COLIN A MILLER
5448 33RD STREET NWWASHINGTONDC20015DIRECTOR0.25$0$0$0
E LIAM MILLER
334 WEST STREET ROADKENNETT SQUAREPA19348DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,517,819AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$240,714AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,758,533TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,758,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,378CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,687,155NetVlNoncharitableAssetsAmt
Minimum Investment Return$234,358MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$234,358MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,322TaxBasedOnInvestmentIncomeAmt
Total Tax$2,322TotalTaxAmt
Distributable Before Adj$232,036DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$232,036DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$232,036DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$250,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$250,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$250,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$232,036DistributableAsAdjustedAmt
Undistributed Income PY$215,855UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$250,000QualifyingDistributionsAmt
Applied To Year1$215,855AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,145AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$197,891UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELIZABETH M WEHRLEContributingManagerNm
Contributing ManagerMATTHEW B MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR A JUST SOCIETY
3518 SOUTH EDMUNDS STREETSEATTLEWA98118NONEPCUNRESTRICTED$10,000
BAIL PROJECT
P O BOX 750VENICECA90294NONEPCUNRESTRICTED$5,000
BAY JOURNAL FUND
P O BOX 222JACOBUSPA17407NONEPCUNRESTRICTED$5,000
BLACK ALLIANCE FOR JUST IMMIGRATION
1360 FULTON ST BUILDING B SUITEBROOKLYNNY11216NONEPCUNRESTRICTED$5,000
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017NONEPCUNRESTRICTED$5,000
CASA DE MARYLAND
8151 15TH AVENUEHYATTSVILLEMD20783NONEPCUNRESTRICTED$5,000
COALITION OF IMMOKELEE WORKERS
P O BOX 603IMMOKALEEFL34143NONEPCUNRESTRICTED$5,000
COMMON CAUSE EDUCATION FUND
805 15TH STREET NW SUITE 800WASHINGTONDC20005NONEPCUNRESTRICTED$5,000
DOCTORS WITHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPCUNRESTRICTED$5,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD21741NONEPCUNRESTRICTED$10,000
FOOD & FRIENDS
219 RIGGS ROAD NEWASHINGTONDC20011NONEPCUNRESTRICTED$5,000
FREE MINDS BOOK CLUB & WRITING WORKSHOP
1816 12TH STREET NWWASHINGTONDC20009NONEPCUNRESTRICTED$5,000
GIVE DIRECTLY INC
P O BOX 3221NEW YORKNY10006NONEPCUNRESTRICTED$20,000
GROUND TRUTH PROJECT MOUNTAIN STATE SPOTLIGHT
P O BOX 1111CHARLESTONWA25324NONEPCUNRESTRICTED$5,000
HIPS
906 H STREET NEWASHINGTONDC20002NONEPCUNRESTRICTED$5,000
LIFT
999 NORTH CAPITAL STREET NEWASHINGTONDC20002NONEPCUNRESTRICTED$5,000
MIRIAM'S KITCHEN
2401 VIRGINIA AVE NWWASHINGTONDC20037NONEPCUNRESTRICTED$10,000
NATIONAL DAY LABORER ORGANIZING NETWORK
1030 SOUTH ARROYO PARKWAY SUITE 106PASADENACA21601NONEPCUNRESTRICTED$10,000
NATIONAL DOMESTIC WORKERS ALLIANCE
45 BROADWAY SUITE 320NEW YORKNY10006NONEPCUNRESTRICTED$25,000
NORTH STAR FUND
520 EIGHTH AVENUE SUITE 1800NEW YORKNY10018NONEPCUNRESTRICTRED$5,000
PARTNERS IN HEALTH
800 BOYLSTON ST STE 300BOSTONMA02199NONEPCUNRESTRICTED$5,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942NONEPCUNRESTRICTED$5,000
PICKERING CREEK AUDUBON CENTER
11450 AUDUBON LANEEASTONMD21061NONEPCUNRESTRICTED$5,000
RESTAURANT WORKERS COMMUNITY FOUNDATION
575 GRAND STREET E1507NEW YORKNY10002NONEPCUNRESTRICTED$10,000
SHORERIVERS INC
114 SOUTH WASHINGTON STREET SUITEEASTONMD21601NONEPCUNRESTRICTED$5,000301
SMYAL
410 7TH ST SEWASHINGTONDC20036NONEPCUNRESTRICTED$10,000
SWEET UNION BAPTIST CHURCH
521 MADISON AVENUE NWROANOKEVA24016NONEPCUNRESTRICTED$25,000
SYLVIA RIVERA LAW PROJECT
147 W 24TH ST 5TH FLNEW YORKNY10011NONEPCUNRESTRICTED$10,000
THE ALI FORNEY CENTER
224 WEST 35TH STREET15TH FLOORNEW YORKNY10001NONEPCUNRESTRICTED$5,000
USA FOR UNHCR
1310 L STREET NW SUITE 450WASHINGTONDC20005NONEPCUNRESTRICTED$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$250,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,988ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,980ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$138,901ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$207,869ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$207,869TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationWASHINGTON 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

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$406,680EOYBookValueAmt
EOYFMV$406,680EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS & MUTUAL FUNDSStockNm
EOY Book Value$4,597,448EOYBookValueAmt
EOYFMV$4,597,448EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NON DIVIDEND DISTRIBUTIONS$506
CHANGE IN FMV$513,741

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$40,797Amt
Net Investment Income$40,797NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.