A M DIGIULIAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- A M DIGIULIAN FOUNDATION INC (EIN 46-1444035)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349101581
- 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
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:39:47-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522041603 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE LEMKIN COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | 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 | 461444035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A M DIGIULIAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMDI | BusinessNameControlTxt |
| Phone | 3014246800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE NO 475 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA MARIA DIGIULIAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3014246800 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J KOPERA | PreparerPersonNm |
| PTIN | P00013701 | PTIN |
| Phone | 3014246800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.133.225.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 11:48:36 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D733F4D55BFF89C96EAF807F5B96BF00FA8BE310 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,306,922 | 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 | $441,751 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $175,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $330,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,066 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $947,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $505,433 | 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 | $5,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,592 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,347 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $391,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $391,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $391,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $477,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $676,015 | CashBOYAmt |
| Cash EOY | $574,326 | CashEOYAmt |
| Cash EOYFMV | $574,326 | CashEOYFMVAmt |
| Acct Rcvbl | $604 | AcctRcvblAmt |
| Acct Rcvbl EOY | $604 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $604 | AcctRcvblEOYFMVAmt |
| Other Assets BOY | $8,018,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,597,035 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,731,992 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,694,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,171,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,306,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,694,765 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,171,965 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,694,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,171,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,694,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,171,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,694,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $477,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,171,965 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,171,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $330,066 | GrossSalesPriceAmt |
| Gain Or Loss | $330,066 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $330,066 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,066 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $155,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,551,812 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,871,704 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025828 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,396 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,078,781 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052625 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,866 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,206,789 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049332 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,476 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,248,513 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041128 | DistributionYr5Rt |
| Total Distribution | 0.189438 | TotalDistributionRt |
| Average Distribution | 0.037888 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,433,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $357,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,715 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $362,135 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $391,000 | 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 | $4,715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,715 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,762 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,762 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,047 | OverpaymentAmt |
| Applied To ES Tax | $32,047 | 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 | MD | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3014246800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARNA KOPERA | ||||||||
| 6234 VALLEY ROAD | BETHESDA | MD | 20817 | PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
| ROBERT KOPERA | ||||||||
| 111 ROCKVILLE PIKE SUITE 475 | ROCKVILLE | MD | 20850 | TREASURER | 2.00 | $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 | $9,020,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $557,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,577,242 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,577,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,433,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $471,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $471,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,715 | TotalTaxAmt |
| Distributable Before Adj | $466,964 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $466,964 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $466,964 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $391,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $391,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,715 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $386,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $466,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $271,793 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $391,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $271,793 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $347,757 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHBISHOP CARROLL HIGH SCHOOL | |||||||
| 4300 HAREWOOD ROAD NE | WASHINGTON | DC | 20017 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $25,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $10,000 |
| CARMELITE SISTERS OF CHARITY | |||||||
| 1222 MONROE STREET NE | WASHINGTON | DC | 20017 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $10,000 |
| DC CENTRAL KITCHEN | |||||||
| 425 2ND STREET NW | WASHINGTON | DC | 20001 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $1,500 |
| DISCALCED CARMELITE FRIARS | |||||||
| 2131 LINCOLN ROAD NE | WASHINGTON | DC | 20002 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $3,000 |
| JEWISH SOCIAL SERVICE AGENCY (JSSA) | |||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $5,000 |
| MARTHA'S TABLE | |||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $10,000 |
| MARYLAND PUBLIC TV | |||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $8,000 |
| NAMI MONTGOMERY COUNTY | |||||||
| 9210 CORPORATE BLVD SUITE 170 | ROCKVILLE | MD | 20850 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $10,000 |
| NATIVITY CATHOLIC CHURCH | |||||||
| 6000 GEORGIA AVE NW | WASHINGTON | DC | 20011 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $5,000 |
| PREVENTION OF BLINDNESS SOCIETY OF METROPOLITIAN WASHINGTON | |||||||
| 233 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $10,000 |
| SHADY GROVE PREGNANCY CENTER | |||||||
| 16220 S FREDERICK AVE | GAITHERSBURG | MD | 20877 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $10,000 |
| SO OTHERS MIGHT EAT (SOME) | |||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $75,000 |
| ST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILY | |||||||
| 4901 EASTERN AVENUE | HYATTSVILLE | MD | 20782 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $50,000 |
| ST JOHNS COLLEGE HIGH SCHOOL | |||||||
| 2607 MILITARY ROAD NW | CHEVY CHASE | DC | 20015 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $25,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $35,000 |
| ST MARTINS CATHOLIC CHURCH | |||||||
| 115 S FREDERICK AVENUE | GAITHERSBURG | MD | 20877 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $10,000 |
| ST PETERS LUTHERAN PRESCHOOL | |||||||
| 2570 ST PETERS CHURCH ROAD | SALISBURY | NC | 28146 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $500 |
| SUNDAY TV MASS - ARCHDIOCESE OF WASHINGTON | |||||||
| PO BOX 29260 | WASHINGTON | DC | 20017 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $10,000 |
| SUPPORT OUR AGING RELIGIOUS INC (SOAR) | |||||||
| 3025 4TH STREET NE SUITE 14 | WASHINGTON | DC | 20017 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $40,000 |
| THE ACADEMY OF THE HOLY CROSS | |||||||
| 4920 STRATHMORE AVENUE | KENSINGTON | MD | 20895 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $25,000 |
| VETERANS OF FOREIGN WARS | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $5,000 |
| WETA | |||||||
| PO BOX 96100 | WASHINGTON | DC | 20090 | NO RELATIONSHIP | 501(C)(3) ORGANIZATI | GENERAL CONTRIBUTION | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $391,000 | 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 | $175,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $330,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $505,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $505,433 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANNA MARIA DIGIULIAN TRUST | ||||||
| 1 | 6234 VALLEY ROAD | BETHESDA | MD | 20817 | $387,570 | Yes (X) |
| CORINNA DIGIULIAN TRUST | ||||||
| 2 | 6234 VALLEY ROAD | BETHESDA | MD | 20817 | $54,181 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,045 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| BOY Book Value | $8,018,750 | BOYBookValueAmt |
| EOY Book Value | $8,597,035 | EOYBookValueAmt |
| EOYFMV | $9,731,992 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - SCHWAB | CategoryTxt |
| Amt | $32,592 | Amt |
| Net Investment Income | $32,592 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID - SCHWAB | $1,347 | $1,347 | $0 |
| EXCISE TAX PAID | $40,000 | $0 | $0 |
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