M V MAYO CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- M V MAYO CHARITABLE FOUNDATION (EIN 73-1587573)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349103821
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:00:46-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262200378 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS HARRISON COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 RESEARCH BLVD STE 500 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208506203 | 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 | 731587573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MV MAYO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROOKS HARRISON COMPANY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MVMA | BusinessNameControlTxt |
| Phone | 3013554264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18556 OFFICE PARK DRIVE | AddressLine1Txt |
| City | MONTGOMERY VILLAGE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20886 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MAYO | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3013554264 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G FENNER | PreparerPersonNm |
| PTIN | P01214443 | PTIN |
| Phone | 3018403883 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.140.118.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:00:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0EAA8493CD577905019E035A1F5DD45A50A2C6D4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DFC5F7FA349BAC1780FDBF8BF440EA4517404A8E | 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 | $8,095,467 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $23,600 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,600 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $23,600 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $155,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,628 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $155,628 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,435,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,941,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,133,413 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,614,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,312,641 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $179,228 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $136,686 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,251 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $126,435 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,993 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,824 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,168 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,165 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $72,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,988 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,014 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,498 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,899 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,899 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,070 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,170 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $267,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,184 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,591 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,591 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $478,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,136,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,232,343 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $179,228 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,260 | CashBOYAmt |
| Cash EOY | $8,675 | CashEOYAmt |
| Cash EOYFMV | $8,675 | CashEOYFMVAmt |
| US Government Obligations BOY | $764,466 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,630,236 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,630,236 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,209,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,575,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,575,344 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,818,598 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,881,212 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,881,212 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,958,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,095,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,095,467 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,958,907 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,095,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,958,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,095,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,958,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,095,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,958,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,136,560 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,095,467 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,095,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,133,413 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $397,559 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,880,003 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057785 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $407,569 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,174,270 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056810 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $410,658 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,223,477 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056850 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $387,380 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,391,736 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052407 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $439,423 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,777,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056497 | DistributionYr5Rt |
| Total Distribution | 0.280349 | TotalDistributionRt |
| Average Distribution | 0.056070 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,772,502 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $379,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,323 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $392,057 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $397,775 | 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 | $12,323 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,323 | SubtotalAmt |
| Tax Based On Investment Income | $12,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,626 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,626 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $8,697 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEOFFREY FENNER | IndividualWithBooksNm |
| Phone | 3013554264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18556 OFFICE PARK DRIVE | AddressLine1Txt |
| City | MONTGOMERY VILLAGE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20886 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MAYO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2770 32ND ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGING DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $136,686 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,846,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,875,637 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,875,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,772,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,323 | TotalTaxAmt |
| Distributable Before Adj | $326,302 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $326,302 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $326,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,775 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $397,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,323 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $385,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,302 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $9,420 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,533 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $326,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,473 | RemainingDistriFromCorpusAmt |
| Total Corpus | $136,426 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $136,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,420 | ExcessFromYear2Amt |
| Excess From Year1 | $55,533 | ExcessFromYear1Amt |
| Excess From Current Year | $71,473 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| TUDOR PLACE HISTORIC HOUSE | ||||||
| 1644 31ST STREET NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $33,500 | |
| WASHINGTON NATIONAL CATHEDRAL | ||||||
| 3101 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | GENERAL SUPPORT | $33,000 | |
| CHRIST CHURCH GEORGETOWN | ||||||
| 3116 O ST NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $14,849 | |
| THE PATRONS OF THE ARTS VANTICAN M | ||||||
| 1701 NORTH FT MYER | ARLINGTON | VA | 22290 | GENERAL SUPPORT | $1,450 | FLOOR 9 |
| GEORGETOWN HOUSE TOUR | ||||||
| 3240 O ST NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $600 | |
| CULVER ACADEMIES | ||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | GENERAL SUPPORT | $5,000 | |
| THE ORDER OF ST JOHN | ||||||
| 1850 M ST NW | WASHINGTON | DC | 20035 | GENERAL SUPPORT | $12,025 | SUITE 1070 |
| SULGRAVE CLUB | ||||||
| 1801 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $18,242 | |
| BISHOP JOHN T WALKER SCHOOL FOR BOY | ||||||
| 1801 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | GENERAL SUPPORT | $500 | |
| KENNEDY CENTER FOR THE PERFORMING A | ||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | GENERAL SUPPORT | $2,000 | |
| THE FUND TO CONSERVE DIPLOMATIC TRE | ||||||
| 1701FORT MYER DR | ARLINGTON | VA | 22209 | GENERAL SUPPORT | $21,225 | |
| GILCREASE MUSEUM | ||||||
| 1400 N GILCREASE MUSEUM R | TULSA | OK | 74127 | GENERAL SUPPORT | $10,000 | |
| WOODLAND NORMANSTONE NEIGHBORHOOD | ||||||
| 2770 32ND STREET W | WASHINGTON | DC | 20008 | GENERAL SUPPORT | $350 | |
| THE WASHINGTON WINTER SHOW | ||||||
| 29 GRANT CIRCLE NW | WASHINGTON | DC | 20011 | GENERAL SUPPORT | $22,000 | |
| JOHNS HOPKINS WILMER EYE INSTITUTE | ||||||
| 6430 ROCKLEDGE DR ST 600 | BETHESDA | MD | 20817 | GENERAL SUPPORT | $10,000 | WESTMORELAND BLDG |
| IONA SENOIR SERVICES | ||||||
| 4125 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | GENERAL SUPPORT | $500 | |
| FOUNDATION FOR ADVANCEMENT OF CONSR | ||||||
| 727 15TH STREET NW | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $500 | |
| BOBBY JOHNS CSF | ||||||
| 29 CREST LOOP | STATEN ISLAND | NY | 10312 | GENERAL SUPPORT | $7,500 | |
| GEORGE WASHINGTON'S MOUNT VERNON | ||||||
| 3200 MT VERNON MEMORIAL H | MT VERNON | VA | 22121 | GENERAL SUPPORT | $5,000 | |
| BLAIR HOUSE RESTORATION FUND | ||||||
| PO BOX 27208 | WASHINGTON | DC | 20038 | GENERAL SUPPORT | $2,500 | |
| US DEPT OF STATE - BLAIR HOUSE | ||||||
| PO BOX 27208 | WASHINGTON | DC | 20038 | GENERAL SUPPORT | $2,500 | |
| NURTURING MINDS | ||||||
| PO BOX 600617 | NEWTONVILLE | MA | 02460 | GENERAL SUPPPORT | $500 | |
| DC JAZZ FESTIVAL | ||||||
| 2550 M STREET NW | WASHINGTON | DC | 20037 | GENERAL SUPPORT | $2,000 | |
| INMED | ||||||
| 21630 RIDGETIP CIR 130 | STERLING | VA | 20166 | GENERAL SUPPORT | $2,000 | |
| THE ONE HUNDRED | ||||||
| 5555 SAN FELIPE ST | HOUSTON | TX | 77056 | GENERAL SUPPORT | $350 | |
| AMERICAN WOMEN WRITERS NATL MUSEUM | ||||||
| NATIONAL PRESS CLUB BLDG | WASHINGTON | DC | 20045 | GENERAL SUPPORT | $2,500 | 529 1TH ST STE 960-C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,591 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,600 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,435,406 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $155,628 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,459,006 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,614,634 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $7,165 | Amt |
| Net Investment Income | $7,165 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (87 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| APPLE INC | 2016-03 | PURCHASE | 2019-12 | $58,431 | $20,665 | $37,766 |
| US TREASURY BILL | 2019-09 | PURCHASE | 2019-12 | $475,000 | $475,000 | |
| HANESBRANDS INC | 2016-08 | PURCHASE | 2019-02 | $10,856 | $15,904 | -$5,048 |
| HANESBRANDS INC | 2017-01 | PURCHASE | 2019-02 | $74,930 | $87,188 | -$12,258 |
| HANESBRANDS INC | 2017-02 | PURCHASE | 2019-02 | $18,600 | $19,079 | -$479 |
| HANESBRANDS INC | 2017-11 | PURCHASE | 2019-02 | $9,490 | $9,894 | -$404 |
| MCKESSON CORP | 2016-09 | PURCHASE | 2019-02 | $19,753 | $27,454 | -$7,701 |
| MICROSOFT CORP | 2012-06 | PURCHASE | 2019-02 | $22,112 | $5,717 | $16,395 |
| PROCTOR & GAMBLE | 2015-10 | PURCHASE | 2019-02 | $43,805 | $32,351 | $11,454 |
| PROCTOR & GAMBLE | 2015-10 | PURCHASE | 2019-02 | $4,835 | $3,571 | $1,264 |
| STARBUCKS | 2017-03 | PURCHASE | 2019-02 | $27,744 | $22,218 | $5,526 |
| TJX COS INC NEW | 2018-01 | PURCHASE | 2019-02 | $97,417 | $76,989 | $20,428 |
| VISA INC CL A | 2016-01 | PURCHASE | 2019-02 | $36,394 | $17,704 | $18,690 |
| PROCTOR & GAMBLE | 2018-05 | PURCHASE | 2019-02 | $74,974 | $54,930 | $20,044 |
| 2018-12 | PURCHASE | 2019-03 | $129,653 | $107,946 | $21,707 | |
| US TREASURY | 2018-12 | PURCHASE | 2019-03 | $325,000 | $325,000 | |
| US TREASURY | 2019-02 | PURCHASE | 2019-03 | $125,000 | $125,000 | |
| MCKESSON CORP | 2016-09 | PURCHASE | 2019-04 | $85,428 | $137,272 | -$51,844 |
| ALLERGAN PLC SHS | 2016-11 | PURCHASE | 2019-05 | $77,842 | $110,374 | -$32,532 |
| ALLERGAN PLC SHS | 2017-01 | PURCHASE | 2019-05 | $701 | $1,060 | -$359 |
| CHUBB LTD | 2016-01 | PURCHASE | 2019-05 | $2,301 | $1,776 | $525 |
| CHUBB LTD | 2016-01 | PURCHASE | 2019-05 | $61,007 | $46,184 | $14,823 |
| CHUBB LTD | 2018-01 | PURCHASE | 2019-05 | $51,799 | $51,848 | -$49 |
| NEWMONT GOLDCORP CORP | 2013-08 | PURCHASE | 2019-05 | $15,356 | $14,433 | $923 |
| PERMANENT PORTFOLIO | 2011-04 | PURCHASE | 2019-05 | $38,620 | $47,620 | -$9,000 |
| PERMANENT PORTFOLIO | 2011-05 | PURCHASE | 2019-05 | $38,620 | $47,990 | -$9,370 |
| PERMANENT PORTFOLIO | 2011-12 | PURCHASE | 2019-05 | $682 | $840 | -$158 |
| PERMANENT PORTFOLIO | 2011-12 | PURCHASE | 2019-05 | $487 | $600 | -$113 |
| PERMANENT PORTFOLIO | 2012-12 | PURCHASE | 2019-05 | $584 | $731 | -$147 |
| PERMANENT PORTFOLIO | 2012-12 | PURCHASE | 2019-05 | $438 | $548 | -$110 |
| PERMANENT PORTFOLIO | 2013-12 | PURCHASE | 2019-05 | $8,022 | $8,947 | -$925 |
| PERMANENT PORTFOLIO | 2013-12 | PURCHASE | 2019-05 | $461 | $514 | -$53 |
| PERMANENT PORTFOLIO | 2014-12 | PURCHASE | 2019-05 | $6,375 | $6,601 | -$226 |
| PERMANENT PORTFOLIO | 2014-12 | PURCHASE | 2019-05 | $594 | $615 | -$21 |
| PERMANENT PORTFOLIO | 2015-12 | PURCHASE | 2019-05 | $5,522 | $4,987 | $535 |
| PERMANENT PORTFOLIO | 2015-12 | PURCHASE | 2019-05 | $1,115 | $1,007 | $108 |
| PERMANENT PORTFOLIO | 2016-12 | PURCHASE | 2019-05 | $821 | $819 | $2 |
| PERMANENT PORTFOLIO | 2016-12 | PURCHASE | 2019-05 | $127 | $127 | |
| PERMANENT PORTFOLIO | 2017-12 | PURCHASE | 2019-05 | $1,383 | $1,432 | -$49 |
| PERMANENT PORTFOLIO | 2017-12 | PURCHASE | 2019-05 | $861 | $891 | -$30 |
| PERMANENT PORTFOLIO | 2017-12 | PURCHASE | 2019-05 | $10 | $10 | |
| PERMANENT POTRTFOLIO | 2018-12 | PURCHASE | 2019-05 | $7,073 | $6,707 | $366 |
| PERMANENT PORTFOLIO | 2018-12 | PURCHASE | 2019-05 | $902 | $856 | $46 |
| PERMANET PORTFOLIO | 2018-12 | PURCHASE | 2019-05 | $5 | $5 | |
| ALLERGAN PLC SHS | 2017-01 | PURCHASE | 2019-06 | $60,476 | $100,701 | -$40,225 |
| ALLERGAN PLC SHS | 2018-01 | PURCHASE | 2019-06 | $40,105 | $54,202 | -$14,097 |
| AMERICAN EXPRESS | 2018-04 | PURCHASE | 2019-06 | $18,092 | $13,967 | $4,125 |
| APPLE INC | 2016-03 | PURCHASE | 2019-06 | $23,854 | $12,399 | $11,455 |
| HANESBRANDS INC | 2017-11 | PURCHASE | 2019-06 | $16,473 | $18,798 | -$2,325 |
| MCKESSON CORP | 2016-09 | PURCHASE | 2019-06 | $3,322 | $4,759 | -$1,437 |
| MCKESSON CORP | 2016-11 | PURCHASE | 2019-06 | $44,724 | $45,154 | -$430 |
| MCKESSON CORP | 2016-11 | PURCHASE | 2014-06 | $35,013 | $38,767 | -$3,754 |
| MICROSOFT CORP | 2012-06 | PURCHASE | 2019-06 | $36,185 | $7,861 | $28,324 |
| MONDELEZ INTL INC COM | 2018-01 | PURCHASE | 2019-06 | $129,822 | $106,084 | $23,738 |
| PEPSICO INC NC | 2014-01 | PURCHASE | 2019-06 | $21,718 | $13,225 | $8,493 |
| STARBUCKS CORP WASHINGTON | 2017-03 | PURCHASE | 2019-06 | $4,215 | $2,849 | $1,366 |
| STARBUCKS CORP WASHINGTON | 2018-02 | PURCHASE | 2019-06 | $16,860 | $11,000 | $5,860 |
| UNITED TECHNOLOGIES | 2015-08 | PURCHASE | 2019-06 | $27,909 | $19,847 | $8,062 |
| UNITED TECHNOLOGIES | 2016-01 | PURCHASE | 2019-06 | $529 | $339 | $190 |
| WALT DISNEY CO HLDG CO | 2015-08 | PURCHASE | 2019-06 | $48,391 | $37,470 | $10,921 |
| ANHEUSER BUSCH INBEV SA SPON | 2018-09 | PURCHASE | 2019-06 | $34,505 | $36,418 | -$1,913 |
| MCKESSON CORP | 2018-12 | PURCHASE | 2019-06 | $38,335 | $33,066 | $5,269 |
| US TREASURY BILL | 2019-03 | PURCHASE | 2019-06 | $450,000 | $450,000 | |
| AMERICAN EXPRESS | 2018-04 | PURCHASE | 2019-08 | $116,330 | $88,456 | $27,874 |
| PROCTOR & GAMBLE | 2018-05 | PURCHASE | 2019-08 | $115,569 | $73,240 | $42,329 |
| STARBUCKS CORP WASHINGTON | 2018-02 | PURCHASE | 2019-08 | $122,406 | $71,498 | $50,908 |
| ISHARES BARCLAYS | 2018-11 | PURCHASE | 2019-09 | $508,851 | $498,000 | $10,851 |
| ISHARES BARCLAYS | 2019-02 | PURCHASE | 2019-09 | $55,126 | $54,425 | $701 |
| US TREASURY BILL | 2019-06 | PURCHASE | 2019-09 | $450,000 | $450,000 | |
| APPLE INC | 2016-03 | PURCHASE | 2019-10 | $35,375 | $15,499 | $19,876 |
| AT&T INC | 2018-05 | PURCHASE | 2019-10 | $15,410 | $13,003 | $2,407 |
| AT&T INC | 2018-08 | PURCHASE | 2019-10 | $5,708 | $4,902 | $806 |
| CVSS HEALTH CORP | 2016-11 | PURCHASE | 2019-10 | $22,680 | $26,112 | -$3,432 |
| CVS HEALTH CORP | 2017-01 | PURCHASE | 2019-10 | $8,100 | $10,399 | -$2,299 |
| CVS HEALTH CORP | 2018-01 | PURCHASE | 2019-10 | $8,100 | $9,782 | -$1,682 |
| VISA INC CL A | 2016-01 | PURCHASE | 2019-10 | $17,890 | $7,082 | $10,808 |
| BORG WARNER INC | 2018-12 | PURCHASE | 2019-10 | $19,940 | $18,104 | $1,836 |
| INTEL CORP | 2019-06 | PURCHASE | 2019-10 | $28,189 | $23,019 | $5,170 |
| VALERO ENERGY CP DELA NEW | 2018-12 | PURCHASE | 2019-10 | $30,315 | $21,515 | $8,800 |
| ANHEUSER BUSCH INBEV SA SPON | 2018-09 | PURCHASE | 2019-11 | $93,248 | $105,659 | -$12,411 |
| FIAT CHRYSLER AUTOMOBILES NV | 2018-08 | PURCHASE | 2019-11 | $20,749 | $20,276 | $473 |
| QUALCOMM INC | 2017-01 | PURCHASE | 2019-11 | $4,559 | $2,576 | $1,983 |
| QUALCOMM INC | 2018-01 | PURCHASE | 2019-11 | $132,198 | $95,943 | $36,255 |
| VANGUARD SHORT TERM BND | 2018-06 | PURCHASE | 2019-11 | $504,491 | $488,148 | $16,343 |
| VANGUARD SHORT TERM BND | 2018-10 | PURCHASE | 2019-11 | $20,180 | $19,490 | $690 |
| FIAT CHRYSLER AUTOMOBILES NV | 2019-04 | PURCHASE | 2019-11 | $11,173 | $10,814 | $359 |
| US ATDREASURY BILL | 2019-09 | PURCHASE | 2019-11 | $450,000 | $450,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| CORPORATE BONDS |
| CORPORATE FIXED INCOME |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK 002 | StockNm |
| EOY Book Value | $4,575,344 | EOYBookValueAmt |
| EOYFMV | $4,575,344 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,181,654 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,181,654 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $448,582 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $448,582 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETFS | FMV | $1,656,685 | $1,656,685 |
| MUTUAL FUNDS | FMV | $224,527 | $224,527 |
| NET UNSETTLED PURCHASES/SALES | FMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| SUPPLIES | |||
| OTHER | |||
| TELEPHONE, TELECOMMUNICATIONS | $630 | $320 | $310 |
| DC TREASURER | $5,000 | $750 | $4,250 |
| EXPENSE REIMBURSEMENT | $270 | $270 | |
| BENEFIT EXPENSE REIMBURSEMENT | $4,757 | $4,757 | |
| TRAVEL | $998 | $998 | |
| EVENT EXPENSES | $585 | $585 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $59,988 | $59,988 | |
| OUTSIDE CONTRACT SERVIES | $11,625 | $11,625 | |
| CONTRACT SERVICES - OTHER | $389 | $389 |
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