THE 5801 FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE 5801 FOUNDATION (EIN 52-1977528)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202003219349102370
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T10:41:39-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14004 SUMMIT BLVD NE SUITE 800AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30319ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521977528EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE 5801 FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name Control5801BusinessNameControlTxt
Phone2022620476PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111277 GROVESPRING ROADAddressLine1Txt
CityCULPEPERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBABARA J FRIEDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2022620476PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN J NADEAUPreparerPersonNm
PTINP00399865PTIN
Phone7703948000PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address159.100.161.121IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm10:05:02IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7A605052347C364C5F1C89C556C248302902AC51AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$585,684FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$133,218ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,023DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,023DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$143,241TotalRevAndExpnssAmt
Total Net Invst Incm$10,023TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$175OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$175OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$586TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,261TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,925TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,261TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,925TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$116,980ExcessRevenueOverExpensesAmt
Net Investment Income$8,098NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,036CashBOYAmt
Cash EOY$32,307CashEOYAmt
Cash EOYFMV$32,307CashEOYFMVAmt
Corporate Stock BOY$323,768CorporateStockBOYAmt
Corporate Stock EOY$358,945CorporateStockEOYAmt
Corporate Stock EOYFMV$553,377CorporateStockEOYFMVAmt
Total Assets BOY$368,804TotalAssetsBOYAmt
Total Assets EOY$391,252TotalAssetsEOYAmt
Total Assets EOYFMV$585,684TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$368,804CapitalStockBOYAmt
Capital Stock EOY$391,252CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$368,804TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$391,252TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$368,804TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$391,252TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$368,804TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$116,980ExcessRevenueOverExpensesAmt
Other Increases$9OtherIncreasesAmt
Subtotal$485,793SubtotalAmt
Other Decreases$94,541OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$391,252TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$412,890NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.006055DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,884AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$384,184NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.004904DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,927AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$353,041NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064941DistributionYr3Rt
Adjusted Qlfy Distri Yr4$35,753AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$394,276NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090680DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,193AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$441,832NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059283DistributionYr5Rt
Total Distribution0.225863TotalDistributionRt
Average Distribution0.045173AverageDistributionRt
Net Vl Noncharitable Assets$498,050NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,498AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$81NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,579AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$81InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$81SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$284EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$284TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$203OverpaymentAmt
Applied To ES Tax$203AppliedToESTaxAmt
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
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBARBARA J FRIEDMANIndividualWithBooksNm
Phone2022620476PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111277 GROVESPRING ROADAddressLine1Txt
CityCULPEPERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22701ZIPCd
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

FieldValueIRS element (for citing)
PersonBARBARA J FRIEDMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111277 GROVESPRING ROADAddressLine1Txt
CityCULPEPERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22701ZIPCd
FieldValueIRS element (for citing)
TitlePRES.TitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$457,081AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,554AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$505,635TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$505,635AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,585CashDeemedCharitableAmt
Net Vl Noncharitable Assets$498,050NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,903MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,903MinimumInvestmentReturnAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Total Tax$81TotalTaxAmt
Distributable Before Adj$24,822DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,822DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,822DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$81PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$23,669AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,822DistributableAsAdjustedAmt
Undistributed Income PY$14,692UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt
Applied To Year1$14,692AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,058AppliedToCurrentYearAmt
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$15,764UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN NATIONAL MEDICAL CENTER
111 MICHIGAN AVENUEWASHINGTONDC20010NONE501(C)(3)GENERAL OPERATIONS$5,000
A WIDER CIRCLE
4808 MOORLAND LANE STE 802BETHESDAMD20814NONE501(C)(3)GENERAL OPERATIONS$5,000
SOME (SO OTHERS MAY EAT)
71 O STREET NWWASHINGTONDC20001NONE501(C)(3)GENERAL OPERATIONS$4,000
VOLUNTARY ACTION CENTER
9248 CENTER STREETMANASSASVA20110NONE501(C)(3)GENERAL OPERATIONS$3,000
MY SISTER'S PLACE
PO BOX 29596WASHINGTONDC20017NONE501(C)(3)GENERAL OPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,023ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,023ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,023TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
BARBARA FRIEDMAN
111277 GROVESPRING ROADCULPEPERVA22701$129,718Yes (X)
BARBARA FRIEDMAN
211277 GROVESPRING ROADCULPEPERVA22701$3,500Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyORACLE CORP COMMON STOCK 2426 SHARESNoncashPropertyDesc
Fair Market Value$129,718FairMarketValueAmt
Received2019-12-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCRI ACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
500 SHS AMERICAN EXPRESS CO-AXP$23,563$62,245
6126 SHS ORACLE CORP-ORCL$158,347$324,555
2750 SHS PFIZER INC-PFE$125,042$107,745
1036 SHS TRUIST FINL CORP-TFC$50,647$58,348
9 SHS WELLS FARGO & CO NEW-WFC$1,346$484

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON STOCK CONTRIBUTIONDesc
Amt$94,541Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENT - UBS ACCOUNTDesc
Amt$9Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS FIN. SVCS.-INVESTMENT FEECategoryTxt
Amt$175Amt
Net Investment Income$175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBARBARA FRIEDMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111277 GROVESPRING ROADAddressLine1Txt
CityCULPEPERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22701ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$586Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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