MCMUNN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MCMUNN FAMILY FOUNDATION (EIN 27-1008331)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202011899349101171
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T11:19:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271008331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCMUNN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID MCMUNN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCMU | BusinessNameControlTxt |
| Phone | 7034816100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40936 SPECTACULAR BID PLACE | AddressLine1Txt |
| City | LEESBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J MCMUNN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7034816100 | PhoneNum |
| Signature | 2020-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA M CHANEY CPA | PreparerPersonNm |
| PTIN | P01353189 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,211,605 | 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 | $3,912 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,912 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $900,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,740 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,782 | 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 |
| Accounting Fees Rev And Expnss | $8,378 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,378 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,844 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,844 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,459 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $350 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $354 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $280,791 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,173 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,173 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $793,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $828,796 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,008,150 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $506,999 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $501,649 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $520,806 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $266,333 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $539,275 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $561,476 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,847,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,990,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,211,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,847,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,990,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,847,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,990,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,847,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,990,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,847,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $223,083 | OtherIncreasesAmt |
| Subtotal | $1,990,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,990,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES 9991 | P | 2019-01-01 | 2019-12-31 | $43,681 | $48,346 | -$4,665 | -$4,665 |
| RAYMOND JAMES 9991 | P | 2019-01-01 | 2019-12-31 | $133,347 | $115,544 | $17,803 | $17,803 |
| AMERICAN ENTERPRISE INVESTMENT #8462 | P | 2019-01-01 | 2019-12-31 | $33,183 | $32,664 | $519 | $519 |
| AMERICAN ENTERPRISE INVESTMENT #8462 | P | 2019-01-01 | 2019-12-31 | $142,950 | $141,517 | $1,433 | $1,433 |
| AMERICAN ENTERPRISE INVESTMENT #9174 | P | 2019-01-01 | 2019-12-31 | $39,528 | $39,197 | $331 | $331 |
| AMERICAN ENTERPRISE INVESTMENT #9174 | P | 2019-01-01 | 2019-12-31 | $51,033 | $42,414 | $8,619 | $8,619 |
| AMERICAN ENTERPRISE INVESTMENT #3805 | P | 2019-01-01 | 2019-12-31 | $17,759 | $17,470 | $289 | $289 |
| AMERICAN ENTERPRISE INVESTMENT #3805 | P | 2019-01-01 | 2019-12-31 | $97,638 | $94,117 | $3,521 | $3,521 |
| AMERICAN ENTERPRISE INVESTMENT #4671 | P | 2019-01-01 | 2019-12-31 | $23,028 | $23,058 | -$30 | -$30 |
| AMERICAN ENTERPRISE INVESTMENT #4671 | P | 2019-01-01 | 2019-12-31 | $27,777 | $23,606 | $4,171 | $4,171 |
| AMERICAN ENTERPRISE INVESTMENT #8268 | P | 2019-01-01 | 2019-12-31 | $258,001 | $256,410 | $1,591 | $1,591 |
| AMERICAN ENTERPRISE INVESTMENT #8268 | P | 2019-01-01 | 2019-12-31 | $30,000 | $33,659 | -$3,659 | -$3,659 |
| CAPITAL GAINS DIVIDENDS | P | $2,817 | $2,817 | $2,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,740 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,163 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,019,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051086 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,144,747 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045789 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,199,774 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042636 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $109,587 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,997,604 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054859 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,437,651 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050458 | DistributionYr5Rt |
| Total Distribution | 0.244828 | TotalDistributionRt |
| Average Distribution | 0.048966 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,204,565 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $107,949 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $415 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $108,364 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,058 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $415 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $415 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,113 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,113 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $698 | OverpaymentAmt |
| Applied To ES Tax | $698 | 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 |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 7034816100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40936 SPECTACULAR BID PLACE | AddressLine1Txt |
| City | LEESBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20176 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID J MCMUNN | ||||||||
| 40936 SPECTACULAR BID PLACE | LEESBURG | VA | 20176 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN F MCMUNN | ||||||||
| 40936 SPECTACULAR BID PLACE | LEESBURG | VA | 20176 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $2,053,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,238,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,238,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,204,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $415 | TotalTaxAmt |
| Distributable Before Adj | $109,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,058 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,058 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $415 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,643 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,861 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $4,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,271 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,058 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,813 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,245 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,516 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,861 | ExcessFromYear4Amt |
| Excess From Year1 | $4,410 | ExcessFromYear1Amt |
| Excess From Current Year | $10,245 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID J MCMUNN | ContributingManagerNm |
| Contributing Manager | SUSAN F MCMUNN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 1212 NEW YORK NW STE 800 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| AMERICAN UNIVERSITY IN CAIRO | ||||||
| 200 PARK AVE 1700 | NEW YORK | NY | 10166 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| AMERICARES | ||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BLUE RIDGE AREA FOOD BANK | ||||||
| 96 LAUREN HILL RD | VERONA | VA | 24482 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BOULDER CREST RETREAT FOR MILITARY AND VETERAN WELLNESS | ||||||
| 18370 BLUEMONT VILLAGE LN | BLUEMONT | VA | 20135 | PC | GENERAL OPERATING SUPPORT | $1,020 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||
| 286 MIDDLE ISLAND RD | MEDFORD | NY | 11763 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 4720 FIFTH AVE | PITTSBURGH | PA | 15213 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHARITY NAVIGATOR | ||||||
| 139 HARRISTOWN RD 101 | GLEN ROCK | NJ | 07452 | PC | GENERAL OPERATING SUPPORT | $500 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 1875 CONNECTICUT AVE NW 600 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| EUGENE BELL FOUNDATION | ||||||
| 207 C ST SE | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FERTILE GROUND | ||||||
| PO BOX 171112 | MEMPHIS | TN | 38187 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 325 W COLLEGE AVE | TALLAHASSEE | FL | 32301 | PC | GENERAL OPERATING SUPPORT | $1,500 |
| GEORGE C MARSHALL INTERNATIONAL CENTER | ||||||
| 312 E MARKET ST C | LEESBURG | VA | 20176 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GEORGE MASON UNIVERSITY | ||||||
| 4400 UNIVERSITY DR | FAIRFAX | VA | 22030 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GEORGIA FOUNDATION FOR PUBLIC EDUCATION | ||||||
| 2066 TWIN TOWERS EAST | ATLANTA | GA | 30334 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GUIDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | PC | GENERAL OPERATING SUPPORT | $3,000 |
| INOVA HEALTH LOUDOUN HOSPITAL FOUNDATION | ||||||
| 19 FORT EVANS RD NE | LEESBURG | VA | 20176 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 10 G ST NE STE 501 | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LOUDOUN HUNGER RELIEF | ||||||
| 750 MILLER DR SE A1 | LEESBURG | VA | 20175 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LOUDOUN THERAPEUTIC RIDING | ||||||
| 41793 TUTT LN | LEESBURG | VA | 20176 | PC | GENERAL OPERATING SUPPORT | $6,140 |
| MOAA FOUNDATION | ||||||
| 201 N WASHINGTON ST | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MORVEN PARK FOUNDATION | ||||||
| 17195 SOUTHERN PLANTER LN | LEESBURG | VA | 20176 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||
| 1145 17TH ST NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NATURE CONSERVATORY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NAVY MARINE CORPS RELIEF SOCIETY | ||||||
| 9045 BEALE RD RM 118 | BETHESDA | MD | 20889 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NAVY SEAL FOUNDATION | ||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23455 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| OATLANDS | ||||||
| 20850 OATLANDS PLANTATION LN | LEESBURG | VA | 20175 | PC | GENERAL OPERATING SUPPORT | $5,550 |
| PUPPIES BEHIND BARS | ||||||
| 263 W 38TH ST 4TH | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $3,050 |
| SAINT VINCENT COLLEGE | ||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SALVATION ARMY | ||||||
| 10 CARDINAL PARK DR SE | LEESBURG | VA | 20175 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SMILE TRAIN | ||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| US NAVY MEMORIAL | ||||||
| 701 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| USO | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| VIETNAM VETERANS MEMORIAL FUND | ||||||
| 1235 S CLARK ST | ARLINGTON | VA | 22202 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WETA | ||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| WOLFTRAP FOUNDATION | ||||||
| 1645 TRAP RD | VIENNA | VA | 22182 | PC | GENERAL OPERATING SUPPORT | $10,500 |
| CAMPTOWN | ||||||
| 114 COLLEGE AVENUE | ASHLAND | VA | 23005 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CATCH A LIFT | ||||||
| 2066 YORK RD | LUTHERVILLE | MD | 21093 | PC | GENERAL OPERATING SUPPORT | $1,250 |
| LOUDOUN LITERACY COUNCIL | ||||||
| 199 LIBERTY ST SW | LEESBURG | VA | 20175 | PC | GENERAL OPERATING SUPPORT | $500 |
| HUMANE SOCIETY OF LOUDOUN COUNTY | ||||||
| PO BOX 777 | LEESBURG | VA | 20178 | PC | GENERAL OPERATING SUPPORT | $150 |
| LOUDOUN WILDLIFE CONSERVANCY | ||||||
| PO BOX 1892 | LEESBURG | VA | 20177 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NAVAL INSTITUTE FOUNDATION | ||||||
| 291 WOOD RD | ANNAPOLIS | MD | 21402 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| OXFAM | ||||||
| 1101 17TH ST NW STE 1300 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SAINT JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SOUTHERN APPALACHIAN YOUNG FRIENDS | ||||||
| PO BOX 5848 | SAVANNAH | GA | 31404 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| SUSAN G KOMEN | ||||||
| 13747 MONTFORD DR 200 | DALLAS | TX | 75240 | PC | GENERAL OPERATING SUPPORT | $520 |
| THE NATURE CONSERVANCY | ||||||
| 4245 FAIRFAX DR100 | ARLINGTON | VA | 22203 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE NEW SCHOOL FOUNDATION | ||||||
| 72 5TH AVE | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,680 | 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 | $3,912 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,130 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,740 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,782 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ACCOUNTING FEES | CategoryTxt |
| Amt | $8,378 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,378 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES - 7985 | $52,750 | $64,341 |
| AMERIPRISE 8462 | $264,047 | $269,340 |
| RAYMOND JAMES - 9991 | $184,852 | $187,125 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES 9991 | $155,210 | $235,146 |
| AMERIPRISE 8268 | $175,098 | $172,121 |
| AMERIPRISE 3805 | $327,641 | $395,573 |
| AMERIPRISE 4671 | $170,847 | $205,310 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERPRISE PRODUCT PARTNERS | AT COST | $9,274 | $18,620 |
| BROOKFIELD PROPERTY PARTNERS | AT COST | $6,416 | $19,271 |
| MA HAGERMAN BREWING COMPANY | AT COST | $523,585 | $523,585 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES AND POSTAGE | $300 | $0 | $0 |
| BANK CHARGES | $54 | $54 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK INVESTMENT ADJUSTMENTS | Desc |
| Amt | $223,083 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $14,844 | Amt |
| Net Investment Income | $14,844 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - RAYMOND JAMES 9991 | $208 | $208 | $0 |
| FOREIGN TAX - AMERICAN ENTERPRISE 9174 | $25 | $25 | $0 |
| FOREIGN TAX - AMERICAN ENTERPRISE 3805 | $97 | $97 | $0 |
| TAXES | $1,109 | $0 | $0 |
| FOREIGN TAX - AMERICAN ENTERPRISE 4671 | $20 | $20 | $0 |
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