FARVUE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FARVUE FOUNDATION INC (EIN 27-1938940)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-06
- IRS object ID
- 202021889349100637
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T13:03:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 271938940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Farvue Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | FARV | BusinessNameControlTxt |
| Phone | 2029662932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 Massachusetts Avenue NW Suite | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN DOUGLAS MURRAY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2029662932 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 7038930600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.190.228.61 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820201885000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 45268A6121992B96A3A01EDBEA548402EA96C214 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F80C4C4CE64063363A32333BB37C43EAD2BBFD59 | 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 | $68,653,012 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,493,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,491,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,761,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,539,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,773,937 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,254,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,265,526 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $398,506 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,895 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $370,610 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,994 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,750 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,244 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,022 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,511 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,511 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,216 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,216 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $40,134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,634 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,386 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $78,877 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $78,877 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,078 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,305 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $680,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,910,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,910,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,590,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,410,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,663,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,127,442 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,897,209 | CashBOYAmt |
| Cash EOY | $6,694,192 | CashEOYAmt |
| Cash EOYFMV | $6,694,192 | CashEOYFMVAmt |
| Corporate Stock BOY | $52,021,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,306,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,306,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,055,908 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,637,483 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,637,483 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,705 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,011 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $16,489 | LandBOYAmt |
| Land EOY | $14,694 | LandEOYAmt |
| Land EOYFMV | $14,694 | LandEOYFMVAmt |
| Total Assets BOY | $66,991,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,653,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,653,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $66,991,494 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $68,653,012 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,991,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,653,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,991,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,653,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,991,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,663,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,591 | OtherIncreasesAmt |
| Subtotal | $68,656,616 | SubtotalAmt |
| Other Decreases | $3,604 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,653,012 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,335,755 | $3,171,548 | $166,787 | $164,207 |
| PUBLICLY TRADED SECURITIES | $17,177,940 | $12,575,337 | $4,606,442 | $4,602,603 |
| PUBLICLY TRADED SECURITIES | $25,494 | $24,834 | $660 | $660 |
| PUBLICLY TRADED SECURITIES | $48 | $48 | $48 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,773,937 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,564,633 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $76,796,220 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059438 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $907,096 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,308,261 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055622 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $186,388 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,458,527 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,345 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,456,149 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055653 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,591,684 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053171 | DistributionYr5Rt |
| Total Distribution | 0.277776 | TotalDistributionRt |
| Average Distribution | 0.055555 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,408,240 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,689,310 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,750,584 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,410,547 | 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 | $61,274 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,274 | SubtotalAmt |
| Tax Based On Investment Income | $61,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,277 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $47,277 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $13,997 | 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 |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| 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 | https://www.farvuefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029662932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE NW SUITE | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Joan Douglas Murray | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | President | 20.0 | $0 | $0 | $0 |
| Sara Murray | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | Director | 1.0 | $0 | $0 | $0 |
| David Murray | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | Director | 1.0 | $0 | $0 | $0 |
| CAROLYN SAND | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | CO-EXEC. DIRECTOR | 12.0 | $177,099 | $0 | $0 |
| PAT LEE | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | CO-EXEC. DIRECTOR | 20.0 | $221,407 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,676,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,719,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,705 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,419,533 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,419,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,011,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,408,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,320,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,320,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,274 | TotalTaxAmt |
| Distributable Before Adj | $3,259,138 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,259,138 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,259,138 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,410,547 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,410,547 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $61,274 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,349,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,259,138 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,397 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,484 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,386 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $106,499 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $818,452 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $962,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,410,547 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,259,138 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,151,409 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,113,627 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,397 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,104,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,484 | ExcessFromYear4Amt |
| Excess From Year3 | $5,386 | ExcessFromYear3Amt |
| Excess From Year2 | $106,499 | ExcessFromYear2Amt |
| Excess From Year1 | $818,452 | ExcessFromYear1Amt |
| Excess From Current Year | $1,151,409 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATTACHMENT 11 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| Address Line2 | STE 217 | AddressLine2Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $3,910,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,910,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,493,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,761,043 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,254,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,254,049 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,022 | Amt |
| Net Investment Income | $10,511 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,511 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| MIRROR | 2017-03-17 | $971 | $230 | SL | 7 | $139 |
| FURNITURE | 2017-01-25 | $10,694 | $2,537 | SL | 7 | $1,528 |
| FURNITURE | 2017-04-12 | $1,347 | $320 | SL | 7 | $192 |
| FURNITURE | 2017-12-20 | $2,570 | $610 | SL | 7 | $367 |
| FURNITURE | 2017-12-20 | $8,123 | $1,928 | SL | 7 | $1,160 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOLGER NOLAN | $214,723 | $214,723 |
| BROWN ADVISORY | $9,422,760 | $9,422,760 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOLGER NOLAN | $3,641,882 | $3,641,882 |
| BROWN ADVISORY | $21,085,580 | $21,085,580 |
| BROWN ADVISORY | $20,969,731 | $20,969,731 |
| BROWN ADVISORY | $6,609,450 | $6,609,450 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| MIRROR | $971 | $369 | $602 |
| FURNITURE | $10,694 | $4,065 | $6,629 |
| FURNITURE | $1,347 | $512 | $835 |
| FURNITURE | $2,570 | $977 | $1,593 |
| FURNITURE | $8,123 | $3,088 | $5,035 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $3,604 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE AND ADMINISTRATIVE | $7,940 | $3,970 | $3,970 |
| PARKING EXPENSE | $4,680 | $4,680 | |
| BANK SERVICE FEES | $215 | $108 | $107 |
| INSURANCE | $3,582 | $3,582 | |
| TELEPHONE | $3,136 | $3,136 | |
| PAYROLL EXPENSES | $1,830 | $1,830 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME - Capital One | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,591 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $92,216 | Amt |
| Net Investment Income | $92,216 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES PAID | $38,500 | |
| FOREIGN TAXES | $1,634 | $1,634 |