RENEE FLEMING FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RENEE FLEMING FOUNDATION (EIN 47-3185660)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349102649
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:06:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133497978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hummel and Butler CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 Evelyn Avenue | AddressLine1Txt |
| City | East Meadow | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11554 | 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 | 473185660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE FLEMING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6113 FRANKLIN PARK ROAD | AddressLine1Txt |
| City | MC LEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE FLEMING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128739878 | PhoneNum |
| Signature | 2021-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RENEE | PersonFirstNm |
| Person Last | FLEMING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS HUMMEL CPA | PreparerPersonNm |
| PTIN | P00570193 | PTIN |
| Phone | 5164095400 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| 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 | $2,807,794 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $445,537 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,184 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,184 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $515,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,202,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $515,827 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,668 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $988,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $543,011 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,852 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,749 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,749 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $925 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $925 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $433 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,607 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,858 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $971,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $535,262 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,852 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $401,813 | CashBOYAmt |
| Cash EOY | $348,137 | CashEOYAmt |
| Cash EOYFMV | $348,137 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,153,772 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,179,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,459,657 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,555,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,527,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,807,794 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,555,585 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,527,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,555,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,527,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,555,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,527,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,555,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $971,941 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,527,526 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,527,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 24 T ROWE PRICE | P | 2019-03-18 | 2020-02-27 | $1,080 | $1,007 | $73 |
| 197 NUANCE CONCENTRATED | P | 2019-06-27 | 2020-02-27 | $2,693 | $2,693 | |
| AMERICAN FUNDS | D | 2013-05-29 | 2020-12-16 | $948,854 | $444,821 | $504,033 |
| 108 PIMCO INTL | P | 2018-05-02 | 2020-02-27 | $1,170 | $1,158 | $12 |
| 903 DOULBLELINE CORE | P | 2018-07-01 | 2020-03-26 | $9,322 | $9,671 | -$349 |
| 253 PIMCO INTL | P | 2018-05-02 | 2020-03-26 | $2,594 | $2,718 | -$124 |
| 1883 WESTERN ASSET | P | 2018-07-01 | 2020-03-26 | $23,804 | $23,612 | $192 |
| 1192 ISHARES | P | 2018-02-05 | 2020-03-27 | $54,484 | $74,085 | -$19,601 |
| 135 VANGUARD SCOTTSDALE | P | 2019-06-27 | 2020-03-27 | $9,430 | $8,902 | $528 |
| 2 TOUCHSTONE SANDS | P | 2019-03-18 | 2020-04-07 | $18 | $18 | |
| 41 VANGUARD INDEX FUNDS | P | 2018-01-03 | 2020-04-07 | $3,557 | $3,557 | |
| 605 VANGUARD SCOTTSDALE | P | 2019-06-27 | 2020-07-17 | $42,833 | $40,171 | $2,662 |
| 39 VANGUARD SCOTTSDALE | P | 2019-06-27 | 2020-07-17 | $2,607 | $2,445 | $162 |
| 168 AMG RIVER ROAD | P | 2019-03-18 | 2020-09-03 | $1,978 | $1,871 | $107 |
| 384 ARTISAN INTL | P | 2019-12-09 | 2020-09-03 | $6,739 | $5,607 | $1,132 |
| 83 BROWN ADVISORY | P | 2019-03-18 | 2020-09-03 | $4,133 | $3,297 | $836 |
| 534 GRANDEUR PEAK INTL | P | 2019-12-09 | 2020-09-03 | $10,486 | $8,080 | $2,406 |
| 304 POLEN GROWTH | P | 2019-03-18 | 2020-09-03 | $13,839 | $8,908 | $4,931 |
| 269 T ROWE PRICE LG CAP | P | 2019-03-18 | 2020-09-03 | $15,799 | $10,949 | $4,850 |
| 148 ARISTOTLE INTL EQUITY | P | 2019-03-18 | 2020-09-03 | $1,652 | $1,521 | $131 |
| 341 BERNZOTT US SMALL CAP | P | 2019-03-18 | 2020-09-03 | $4,697 | $4,216 | $481 |
| 300 GOLDMAN SACHS CQG PARTNERS INTL | P | 2019-03-18 | 2020-09-04 | $5,303 | $4,061 | $1,242 |
| 570 TOUCHSTONE SANDS CAP EMG | P | 2019-03-18 | 2020-09-04 | $10,695 | $7,496 | $3,199 |
| 95 VANGUARD INDEX FDS | P | 2018-01-03 | 2020-09-04 | $23,152 | $13,595 | $9,557 |
| 37 ISHARES TR CORE MSCI | P | 2018-02-05 | 2020-03-27 | $1,772 | $2,405 | -$633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $515,827 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,668 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,440 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $560 | OverpaymentAmt |
| Refund | $560 | RefundAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2128739878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6113 FRANKLIN PARK ROAD | AddressLine1Txt |
| City | MC LEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RENEE FLEMING | ||||||||
| 6113 FRANKLIN PARK ROAD | MC LEAN | VA | 22101 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TIMOTHY JESSELL | ||||||||
| 6113 FRANKLIN PARK ROAD | MC LEAN | VA | 22101 | SECRETARY | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GIVING FOR THE PURPOSES OF THE PERFORMING ARTS INDUSTRY | Description1Txt |
| Expenses1 | $6,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,843,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $374,975 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,218,853 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,218,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,185,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,440 | TotalTaxAmt |
| Distributable Before Adj | $101,839 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,839 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,858 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,858 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,839 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $44,520 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,287 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $177,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,858 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,858 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $92,981 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $92,981 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,826 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $84,826 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $84,826 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOB WOODRUFF FOUNDATION | ||||||
| 1350 BROADWAY SUITE 905 | NEW YORK | NY | 10018 | PC | CHARITABLE PURPOSES FORVETERANS | $5,000 |
| AGMA RELIEF FUND | ||||||
| PO BOX 908 | NEW YORK | NY | 10108 | PC | MUSICAL ARTISTS PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,184 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $515,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $543,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $543,011 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RENEE FLEMING | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6113 FRANKLIN PARK ROAD | AddressLine1Txt |
| City | MC LEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $939,621 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 13781 SHARES OF AMERICAN FUNDAMENTAL INVESTORS | NoncashPropertyDesc |
| Fair Market Value | $939,621 | FairMarketValueAmt |
| Received | 2020-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MILL CREEK EQUITY | $954,713 | $1,138,729 |
| MILL CREEK FIXED INCOME | $793,266 | $819,418 |
| MILL CREEK EXCHANGE TRADED | $431,410 | $501,510 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $433 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $433 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,749 | Amt |
| Net Investment Income | $7,749 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $925 | DisbursementsCharitablePrpsAmt |