WASHINGTON FORREST FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON FORREST FOUNDATION (EIN 23-7002944)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-09
- IRS object ID
- 202033149349101363
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T14:17:34-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541487262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS CARTER & BOYCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12500 FAIR LAKES CIRCLE SUITE 260 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237002944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON FORREST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 7039202200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2407 COLUMBIA PIKE SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE S ARIAIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7039202200 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID R FRAZIER | PreparerPersonNm |
| PTIN | P00134142 | PTIN |
| Phone | 7032183600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 11:22:46 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B0E0E1976EAADCB8C912E389B38FD2E880979BAD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 04658331A4A06B8339038D846CF6D52AEB9BFFC0 | 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 | $20,226,251 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,506 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,506 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $196,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $288,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,991,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $288,246 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $169,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $169,250 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $665,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $665,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $73,534 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $73,534 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,894 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,894 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,299 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,299 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,019 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,794 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,187 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $269,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $247,554 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,526 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $437,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $298,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $139,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,193,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,193,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,630,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $298,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,332,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$965,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,123 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,925,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,818,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,818,431 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,279,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,226,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,133,738 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,735,357 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $910,991 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $965,465 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $926,017 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $945,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,308,617 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,866,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,901,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,226,251 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,828,116 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,828,116 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,038,726 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,073,247 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,866,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,901,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,866,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,901,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,866,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$965,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,901,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,901,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-01-31 | 2020-04-14 | $689 | $689 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-12-31 | 2020-04-14 | $675 | $675 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-11-30 | 2020-04-14 | $624 | $624 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-10-31 | 2020-04-14 | $618 | $618 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-09-28 | 2020-04-14 | $573 | $573 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-08-31 | 2020-04-14 | $572 | $572 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-07-31 | 2020-04-14 | $551 | $551 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2020-03-31 | 2020-04-14 | $242 | $242 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2020-02-28 | 2020-04-14 | $287 | $287 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2020-01-31 | 2020-04-14 | $367 | $367 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-12-31 | 2020-04-14 | $409 | $409 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-11-29 | 2020-04-14 | $477 | $477 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-29 | 2020-04-14 | $333 | $333 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-10-31 | 2020-04-14 | $561 | $561 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-09-30 | 2020-04-14 | $568 | $568 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-08-30 | 2020-04-14 | $196 | $196 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-08-21 | 2020-04-14 | $427 | $427 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-07-31 | 2020-04-14 | $649 | $649 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-06-28 | 2020-04-14 | $670 | $670 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-05-31 | 2020-04-14 | $697 | $697 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-04-30 | 2020-04-14 | $677 | $677 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-03-29 | 2020-04-14 | $698 | $698 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2019-02-28 | 2020-04-14 | $625 | $625 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-12 | 2020-04-14 | $195,900 | $195,900 | $0 | $0 |
| BOSTON PARTNERS LONG/SHORT EQUITY FUND CLS INST | P | 2019-12-12 | 2020-04-14 | $29,820 | $34,709 | -$4,889 | -$4,889 |
| BOSTON PARTNERS LONG/SHORT EQUITY FUND CLS INST | P | 2018-12-13 | 2020-04-14 | $22,907 | $27,982 | -$5,075 | -$5,075 |
| BOSTON PARTNERS LONG/SHORT EQUITY FUND CLS INST | P | 2018-01-29 | 2020-04-14 | $63,144 | $100,000 | -$36,856 | -$36,856 |
| BOSTON PARTNERS LONG/SHORT EQUITY FUND CLS INST | P | 2017-12-14 | 2020-04-14 | $1,575 | $2,340 | -$765 | -$765 |
| BOSTON PARTNERS LONG/SHORT EQUITY FUND CLS INST | P | 2017-11-01 | 2020-04-14 | $201,196 | $300,000 | -$98,804 | -$98,804 |
| BLACKSTONE ALTERNATIVE MULTI-STRATEGY INSTITUTIONAL CLASS | P | 2017-11-01 | 2020-04-14 | $180,000 | $215,531 | -$35,531 | -$35,531 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-12 | 2020-04-02 | $31,000 | $31,000 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-12 | 2020-01-21 | $65,000 | $65,000 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-12 | 2019-11-21 | $52,000 | $52,000 | $0 | $0 |
| SPDR S&P 500 ETF TR TR UNIT | P | 2018-12-20 | 2020-06-02 | $306,320 | $246,940 | $59,380 | $59,380 |
| ISHARES TR MSCI EMERGING MKTS INDEX FD | P | 2019-02-01 | 2020-06-02 | $314,642 | $341,514 | -$26,872 | -$26,872 |
| ALCON SA ACT NOM ISIN#CH0432492467 | P | 2009-06-01 | 2020-04-14 | $1,997 | $944 | $1,053 | $1,053 |
| ALCON SA ACT NOM ISIN#CH0432492467 | P | 2009-03-20 | 2020-04-14 | $1,293 | $569 | $724 | $724 |
| ALCON SA ACT NOM ISIN#CH0432492467 | P | 2009-02-19 | 2020-04-14 | $1,997 | $956 | $1,041 | $1,041 |
| ALCON SA ACT NOM ISIN#CH0432492467 | P | 2006-10-19 | 2020-04-14 | $357 | $249 | $108 | $108 |
| ALCON SA ACT NOM ISIN#CH0432492467 | P | 2006-08-14 | 2020-04-14 | $137 | $89 | $48 | $48 |
| OTIS WORLDWIDE CORP COM | P | 2019-04-04 | 2020-04-14 | $1,170 | $1,803 | -$633 | -$633 |
| OTIS WORLDWIDE CORP COM | P | 2019-04-04 | 2020-04-14 | $68 | $104 | -$36 | -$36 |
| OTIS WORLDWIDE CORP COM | P | 2019-04-04 | 2020-04-14 | $2,723 | $4,196 | -$1,473 | -$1,473 |
| OTIS WORLDWIDE CORP COM | P | 2019-04-04 | 2020-04-14 | $19,081 | $20,242 | -$1,161 | -$1,161 |
| CARRIER GLOBAL CORP COM | P | 2019-04-04 | 2020-04-14 | $8,313 | $14,875 | -$6,562 | -$6,562 |
| CARRIER GLOBAL CORP COM | P | 2010-03-22 | 2020-04-14 | $4,157 | $4,073 | $84 | $84 |
| CARRIER GLOBAL CORP COM | P | 2006-05-31 | 2020-04-14 | $42 | $35 | $7 | $7 |
| CARRIER GLOBAL CORP COM | P | 2006-05-22 | 2020-04-14 | $1,676 | $1,413 | $263 | $263 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-12 | 2020-03-05 | $350,000 | $350,000 | $0 | $0 |
| FEDEX CORP COM | P | 2019-04-04 | 2019-11-21 | $45,808 | $56,294 | -$10,486 | -$10,486 |
| FEDEX CORP COM | P | 2015-09-21 | 2019-11-21 | $76,347 | $73,143 | $3,204 | $3,204 |
| CHEWY INC CL A | P | 2019-06-14 | 2019-11-01 | $11,907 | $19,485 | -$7,578 | -$7,578 |
| VISA INC COM CL A | P | 2011-11-23 | 2019-09-16 | $176,192 | $22,502 | $153,690 | $153,690 |
| 3M CO COM | P | 2019-04-04 | 2019-09-16 | $84,706 | $107,590 | -$22,884 | -$22,884 |
| MASTERCARD INC CL A COM | P | 2010-03-22 | 2019-09-16 | $136,771 | $12,346 | $124,425 | $124,425 |
| LEVI STRAUSS & CO NEW CL A | P | 2019-04-10 | 2019-09-16 | $26,888 | $35,243 | -$8,355 | -$8,355 |
| EOG RES INC COM | P | 2018-01-03 | 2019-09-16 | $85,686 | $111,488 | -$25,802 | -$25,802 |
| CHEWY INC CL A | P | 2019-06-14 | 2019-09-16 | $45,475 | $58,455 | -$12,980 | -$12,980 |
| BOEING CO COM | P | 2011-10-26 | 2019-09-16 | $189,531 | $33,435 | $156,096 | $156,096 |
| AMGEN INC COM | P | 2018-01-03 | 2019-09-16 | $116,595 | $108,484 | $8,111 | $8,111 |
| AMGEN INC COM | P | 2013-06-18 | 2019-09-16 | $77,730 | $40,030 | $37,700 | $37,700 |
| CAPITAL GAINS DIVIDENDS | P | $49,054 | $49,054 | $49,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $288,246 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,093,984 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,141,472 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057153 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,067,929 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,550,111 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057570 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,078,733 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,415,198 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065716 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $988,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,721,556 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059094 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $912,963 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,779,492 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051349 | DistributionYr5Rt |
| Total Distribution | 0.290882 | TotalDistributionRt |
| Average Distribution | 0.058176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,815,343 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,152,777 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,671 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,156,448 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,332,609 | 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 | $3,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,729 | OverpaymentAmt |
| Applied To ES Tax | $32,729 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WASHINGTONFORREST.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 7039202200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2407 COLUMBIA PIKE SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22204 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE S ARIAIL | ||||||||
| 2407 COLUMBIA PIKESUITE 200 | ARLINGTON | VA | 22204 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| RACHEL G MRAD | ||||||||
| 2407 COLUMBIA PIKESUITE 200 | ARLINGTON | VA | 22204 | TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALLISON A ERDLE | ||||||||
| 2407 COLUMBIA PIKESUITE 200 | ARLINGTON | VA | 22204 | SECRETARY/EXECUTIVE DIRECT | 30.00 | $73,534 | $1,894 | $0 |
| DAVID D PEETE JR | ||||||||
| 2407 COLUMBIA PIKESUITE 200 | ARLINGTON | VA | 22204 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| BENJAMIN M SMITH JR | ||||||||
| 2407 COLUMBIA PIKESUITE 200 | ARLINGTON | VA | 22204 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DANIEL LUCCKESE | ||||||||
| 2407 COLUMBIA PIKESUITE 200 | ARLINGTON | VA | 22204 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BENJAMIN C GRAVETT JR | ||||||||
| 2407 COLUMBIA PIKESUITE 200 | ARLINGTON | VA | 22204 | DIRECTOR | 0.00 | $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 | $19,241,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $875,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,117,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,117,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $301,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,815,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $990,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $990,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,671 | TotalTaxAmt |
| Distributable Before Adj | $987,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $987,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $987,096 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,332,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,332,609 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,671 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,328,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $987,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $212,955 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $184,629 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $172,929 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $570,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,332,609 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $987,096 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $345,513 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $916,026 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $916,026 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $212,955 | ExcessFromYear3Amt |
| Excess From Year2 | $184,629 | ExcessFromYear2Amt |
| Excess From Year1 | $172,929 | ExcessFromYear1Amt |
| Excess From Current Year | $345,513 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLISON A ERDLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2407 COLUMBIA PIKE SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7039203688 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE AVAILABLE FROM THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE CONSIDERED BY THE BOARD OF TRUSTEES FOUR TIMES ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO PROGRAMS THAT BENEFIT THE NORTHERN VIRGINIA COMMUNITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARLINGTON COMMUNITY FOUNDATION | ||||||||
| 818 N QUINCY ST SUITE 103 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | GENGENERAL OPERATING-NONPROFIT CENTER | $97,500 | |
| GIVING WORDS | ||||||||
| PO BOX 1211 | LOUISA | VA | 23093 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| BONDER & AMANDA JOHNSON COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 2229 SHIRLINGTON ROAD SUITE A | ARLINGTON | VA | 22206 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $27,250 | |
| BU-GATA | ||||||||
| 4324 N 4TH ST 1 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $21,750 | |
| GLORIA FAYE DINGUS MUSIC ALLIANCE | ||||||||
| 92 MAIN ST STE 104 | WARRENTON | VA | 20186 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| HIGHLAND SCHOOL | ||||||||
| 597 BROADVIEW AVENUE | WARRENTON | VA | 20186 | N/A | 501(C)(3) | PIEDMONT SCHOLARSHIP | $7,500 | |
| COLUMBIA PIKE REVITALIZATION ORGANIZATION | ||||||||
| 2611 COLUMBIA PIKE | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | COLUMBIA PIKE MOVIES NIGHTS, BLUES FESTIVAL | $33,250 | |
| LOUISA COURT HOUSE CHAPTER DAUGHTERS OF THE AMERICAN REVOLUTION | ||||||||
| 114 WOODGER CIRCLE | LOUISA | VA | 23093 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,500 | |
| POTOMAC SCHOOL | ||||||||
| 1301 POTOMAC SCHOOL ROAD | MCLEAN | VA | 22101 | N/A | 501(C)(3) | ANNUAL FUND | $1,000 | |
| ETHIOPIAN COMMUNITY DEVELOPMENT COUNCIL INC | ||||||||
| 901 S HIGHLAND STREET | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | |
| GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL | ||||||||
| 4301 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20008 | N/A | 501(C)(3) | GIRL SCOUTING IN SOUTH ARLINGTON | $10,000 | M-2 |
| LEADERSHIP CENTER FOR EXCELLENCE | ||||||||
| 4201 WILSON BOULEVARD SUITE 110 197 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | PROGRAM SCHOLARSHIPS AND GENERAL OPERATING SUPPORT | $12,400 | |
| APS PATRICK HENRY PTA | ||||||||
| 115 SOUTH OLD GLEBE ROAD | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | FLEET OUTDOOR LEARNING HABITAT | $7,500 | |
| ARLINGTON ARTS CENTER | ||||||||
| 3550 WILSON BLVD | ARLINGTON | VA | 22201 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | |
| ARLINGTON PARTNERSHIP FOR CHILDREN YOUTH AND FAMILIES FOUNDATION | ||||||||
| C/O JOHN ANDELIN-FDN TREASURER-129 | ARLINGTON | VA | 22201 | N/A | 501(C)(3) | GUNSTON INTERGENERATIONAL MENTOR PROGRAM | $2,200 | N IRVING ST |
| ASPIRE LEARNING | ||||||||
| PO BOX 41318 | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $36,000 | |
| BOWEN MCCAULEY DANCE | ||||||||
| 818 N QUINCY STREET SUITE 104 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $16,000 | |
| POWHATAN SCHOOL | ||||||||
| 49 POWHATAN LN | BOYCE | VA | 22620 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| COMMUNITIES IN SCHOOLS OF NORTHERN VIRGINIA | ||||||||
| PO BOX 3512 | ALEXANDRIA | VA | 22302 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| COMPUTER CORE | ||||||||
| 5881 LEESBURG PIKE SUITE 204 | FALLS CHURCH | VA | 22041 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $8,500 | |
| EDU-FUTURO | ||||||||
| 2110 WASHINGTON BLVD 3RD FLOOR | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $18,000 | |
| EDUCATIONAL THEATRE COMPANY | ||||||||
| PO BOX 4760 | ARLINGTON | VA | 222040760 | N/A | 501(C)(3) | THEATRE PROGRAMMING FOR SCHOOLS IN SOUTH ARLINGTON | $27,000 | |
| JANE FRANKLIN DANCE | ||||||||
| 3700 S FOUR MILE RUN DR | ARLINGTON | VA | 22206 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | |
| LA COCINA VA | ||||||||
| 1500 N GLEBE ROAD | ARLINGTON | VA | 22207 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| PHOENIX BIKES | ||||||||
| 909 S DINWIDDIE ST | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| SIGNATURE THEATRE INC | ||||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | 501(C)(3) | SIGNATURE IN THE SCHOOLS | $10,000 | |
| SYNETIC THEATER | ||||||||
| 2155 CRYSTAL PLAZA ARCADE T-19 | ARLINGTON | VA | 22202 | N/A | 501(C)(3) | EDUCATION AND OUTREACH PROGRAMS | $10,000 | INTERIOR WALKWAY STUDIO VIOLET |
| TEATRO DE LA LUNA | ||||||||
| PO BOX 2104 | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | EXPERIENCE THEATER PROGRAM | $5,000 | |
| WSC AVANT BARD (INCORPORATED AS THE WASHINGTON SHAKESPEARE CO OF ARLINGTON) | ||||||||
| 3700 S FOUR MILE RUN DR | ARLINGTON | VA | 22206 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $14,000 | |
| YMCA ARLINGTON | ||||||||
| 3422 NORTH 13TH STREET | ARLINGTON | VA | 22201 | N/A | 501(C)(3) | YMCA ARLINGTON AFTERSCHOOL ENRICHMENT PROGRAM | $15,000 | |
| A-SPAN (ARLINGTON STREET PEOPLE'S ASSISTANCE NETWORK INC) | ||||||||
| PO BOX 100731 | ARLINGTON | VA | 22210 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| AHC INC | ||||||||
| 2230 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22201 | N/A | 501(C)(3) | BETTER SOCIAL SERVICES OUTCOMES | $30,000 | |
| ARLINGTON FOOD ASSISTANCE CENTER | ||||||||
| 2708 S NELSON ST | ARLINGTON | VA | 22206 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $40,000 | |
| ARLINGTON FREE CLINIC | ||||||||
| 2921 11TH STREET SOUTH | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| SHIRLINGTON EMPLOYMENT AND EDUCATION CENTER INC | ||||||||
| 909 S DINWIDDIE STREET SUITE 422 | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | BILINGUAL ANSWERING SERVICE | $10,000 | |
| ARLINGTON NEIGHBORHOOD VILLAGE | ||||||||
| 2666 MILITARY ROAD | ARLINGTON | VA | 22207 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | |
| ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING | ||||||||
| 4318 N CARLIN SPRINGS ROAD | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | CHILD AND EDUCATIONAL PROGRAMS ON COLUMBIA PIKE | $25,000 | |
| ARLINGTON PEDIATRIC CENTER | ||||||||
| 601 S CARLIN SPRINGS ROAD | ARLINGTON | VA | 22205 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| ARLINGTON RETIREMENT HOUSING CORPORATION | ||||||||
| 4435 N PERSHING DRIVE | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | ASSISTED LIVING FOR NEEDY SENIORS | $20,000 | |
| THE MENOKIN FOUNDATION | ||||||||
| PO BOX 1221 | WARSAW | VA | 22572 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | |
| ARLINGTON THRIVE INC | ||||||||
| PO BOX 7429 | ARLINGTON | VA | 22207 | N/A | 501(C)(3) | DAILY FUND PROGRAM | $25,000 | |
| BRIDGES TO INDEPENDENCE | ||||||||
| 46 S GLEBE RD STE 201 | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| CAPITAL CARING | ||||||||
| 3180 FAIRVIEW PARK DR SUITE 500 | FALLS CHURCH | VA | 22042 | N/A | 501(C)(3) | PATIENT CARE FUND AND PEDIATRIC HOSPICE CARE | $35,000 | |
| COMMUNITY RESIDENCES | ||||||||
| 14160 NEWBROOK DRIVE | CHANTILLY | VA | 20151 | N/A | 501(C)(3) | CRI ENHANCEMENTS FOR RESIDENTS W/ MENTAL ILLNESS | $18,300 | |
| DOORWAYS FOR WOMEN AND FAMILIES | ||||||||
| PO BOX 100185 | ARLINGTON | VA | 22210 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $40,000 | |
| L'ARCHE GREATER WASHINGTON DC | ||||||||
| PO BOX 21471 | WASHINGTON | DC | 20009 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| MELWOOD HORTICULTURAL TRAINING CENTER INC | ||||||||
| 5606 DOWER HOUSE ROAD | UPPER MARLBORO | MD | 20772 | N/A | 501(C)(3) | EMPLOYMENT AND INTEGRATED DAY PROGRAMS | $15,000 | |
| PHOENIX HOUSE | ||||||||
| 200 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | SUPPORT FOR THE PATIENT ASSISTANCE FUND | $20,000 | |
| PRS | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 400 | OAKTON | VA | 22124 | N/A | 501(C)(3) | CRISISLINK | $25,000 | |
| SCAN OF NORTHERN VIRGINIA | ||||||||
| 205 S WHITING STREET SUITE 205 | ALEXANDRIA | VA | 22304 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| THE FENWICK FOUNDATION | ||||||||
| 23 N FENWICK ST | ARLINGTON | VA | 22201 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $11,500 | |
| VIRGINIA HOSPITAL CENTER FOUNDATION | ||||||||
| 1701 N GEORGE MASON DRIVE | ARLINGTON | VA | 22205 | N/A | 501(C)(3) | OUTPATIENT CLINIC PRESCRIPTION ASSISTANCE PROGRAM | $20,000 | |
| VOLUNTEERS OF AMERICA CHESAPEAKE | ||||||||
| 7901 ANNAPOLIS ROAD | LANHAM | MD | 20706 | N/A | 501(C)(3) | RESIDENTIAL PROGRAM CENTER | $20,000 | |
| WASHINGTON AIDS PARTNERSHIP | ||||||||
| C/O WASHINGTON GRANTMAKERS 1100 NEW | WASHINGTON | DC | 20003 | N/A | 501(C)(3) | ENDING HIV IN THE WASHINGTON REGION | $3,000 | JERSEY AVE SE SUITE 710 |
| WESLEY HOUSING DEVELOPMENT CORPORATION OF NORTHERN VIRGINIA | ||||||||
| 5515 CHEROKEE AVENUE SUITE 200 | ALEXANDRIA | VA | 22312 | N/A | 501(C)(3) | SUMMER CAMP 2020 | $15,000 | |
| ALEXANDRIA COUNTRY DAY SCHOOL | ||||||||
| 2400 RUSSELL ROAD | ALEXANDRIA | VA | 22301 | N/A | 501(C)(3) | ALWAYS ACDS CAMPAIGN & ANNUAL FUND | $22,500 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 2217 COLUMBIA PIKE | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | CHURCH CAPITAL IMPROVEMENTS | $7,500 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7170 | DAVIDSON | NC | 28035 | N/A | 501(C)(3) | FUND FOR DAVIDSON | $1,500 | |
| FAUQUIER FAMILY SHELTER SERVICES INC | ||||||||
| PO BOX 3599 | WARRENTON | VA | 20188 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | |
| FAUQUIER FREE CLINIC | ||||||||
| PO BOX 3138 | WARRENTON | VA | 20188 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 | |
| HISTORIC ALEXANDRIA FOUNDATION | ||||||||
| 218 NORTH LEE ST SUITE 310 | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 | |
| INSIGHT MEMORY CARE CENTER | ||||||||
| 3953 PENDER DRIVE SUITE 100 | FAIRFAX | VA | 22030 | N/A | 501(C)(3) | GENERAL OPS. & FINANCIAL ASSISTANCE FUND | $15,000 | |
| LOUISA KS CLUB | ||||||||
| PO BOX 432 | LOUISA | VA | 23093 | N/A | 501(C)(3) | LOUISA KS CLUB | $2,000 | |
| LOUISA UNITED METHODIST CHURCH | ||||||||
| PO BOX 217 | LOUISA | VA | 23093 | N/A | 501(C)(3) | LUMC GENERAL FUND & LUMC WOMEN | $14,500 | |
| SHELTER HOUSE INC | ||||||||
| 12310 PINECREST ROAD SUITE 304 | RESTON | VA | 20191 | N/A | 501(C)(3) | KATHERINE HANLEY & ARTEMIS HOUSE | $34,000 | |
| SHILOH BAPTIST CHURCH | ||||||||
| 10704 GUNSTON RD | LORTON | VA | 22079 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 | |
| ST GEORGE'S SCHOOL | ||||||||
| 372 PURGATORY RD | MIDDLETOWN | RI | 02840 | N/A | 501(C)(3) | ANNUAL FUND | $5,000 | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 228 S PITT STREET | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) | ST. PAUL'S LAZARUS MINISTRY AND GENERAL OPERATING SUPPORT | $22,000 | |
| THE BAROODY PROJECT | ||||||||
| 343 GUNDRY DRIVE | FALLS CHURCH | VA | 22046 | N/A | 501(C)(3) | BAROODY PROJECT | $10,000 | |
| ALICE WEST FLEET PTA | ||||||||
| 115 SOUTH OLD GLEBE ROAD | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | 4TH GRADE VIRGINIA STUDIES FIELD TRIP | $7,500 | |
| APS - ALICE FLEET ELEMENTARY SCHOOL | ||||||||
| 115 SOUTH OLD GLEBE ROAD | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | STUDENT SCHOLARSHIP AND ENRICHMENT | $6,000 | |
| ARLINGTON PUBLIC SCHOOLS-DREW MODEL SCHOOL | ||||||||
| 3500 23RD STREET SOUTH | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | SUMMER READING PROJECT | $11,250 | |
| BOXES OF BASICS | ||||||||
| 5701 WHEELWRIGHT WAY | HAYMARKET | VA | 20169 | N/A | 501(C)(3) | BOXES OF BASICS | $5,000 | |
| LATINO ECONOMIC DEVELOPMENT CENTER (LEDC) | ||||||||
| 1401 COLUMBIA ROAD NW UNIT C-1 | WASHINGTON | DC | 20009 | N/A | 501(C)(3) | AHOME - ACHIEVE YOUR DREAM | $5,000 | |
| FRIENDS OF THE ARLINGTON STUDENT FILMFEST | ||||||||
| 1318 S POLLARD ST | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | ARLINGTON STUDENT FILM FEST 2020 | $4,500 | |
| CARLIN SPRINGS COMMUNITY SCHOOL ACCOUNT | ||||||||
| 5995 5TH RD SOUTH | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | CARLIN SPRINGS COMMUNITY SCHOOL ACCOUNT | $1,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,193,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,506 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $288,246 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP NET INCOME | Desc |
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $665,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $665,471 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MATTHEWS, CARTER & BOYCE | CategoryTxt |
| Amt | $29,299 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,299 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HIA - BOND ACCOUNT #300-005451/300-022993 | BondNm |
| EOY Book Value | $910,991 | EOYBookValueAmt |
| EOYFMV | $965,465 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HIA - MANAGED ACCT #L54-002529/#300-022985 | StockNm |
| EOY Book Value | $8,226,048 | EOYBookValueAmt |
| EOYFMV | $15,133,738 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP-PB STRATEGIC PARTNERS FEEDER FUND IV | AT COST | $35,035 | $120,402 |
| PARTNERSHIP-GREENSPRING OPPORTUNITIES II LP | AT COST | $7,446 | $653,641 |
| PARTNERSHIP-GREENSPRING OPPORTUNITIES III LP | AT COST | $256,691 | $711,250 |
| PARTNERSHIP-GREENSPRING OPPORTUNITIES V LP | AT COST | $516,744 | $677,431 |
| PARTNERSHIP-GREENSPRING OPPORTUNITIES VI LP | AT COST | $59,481 | $57,284 |
| PARTNERSHIP-GREENSPRING SECONDARIES FUND IV, LP | AT COST | $70,496 | $88,609 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE PREMIUMS | $489 | $0 | $489 |
| ORGANIZATION DUES & SUBSCRIPTIONS | $750 | $0 | $750 |
| OFFICE SUPPLIES & EXPENSE | $420 | $0 | $420 |
| INVESTMENT MANAGEMENT FEES | $247,554 | $247,554 | $0 |
| ADMINISTRATIVE SERVICES | $11,249 | $0 | $11,256 |
| COMPUTER SOFTWARE,SERVICES & EXPENSES | $2,125 | $0 | $2,125 |
| BUSINESS EXPENSES | $3,502 | $0 | $3,502 |
| WEBSITE | $966 | $0 | $966 |
| POSTAGE | $1,449 | $0 | $1,449 |
| TELEPHONE | $569 | $0 | $569 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP NET INCOME | Desc |
| Revenue And Expenses Per Books | $169,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $169,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $169,250 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $8,019 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,019 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,187 | $0 | $5,187 |
| EXCISE TAX | $50,691 | $50,691 | $0 |
| FOREIGN TAX WITHHELD | $103 | $103 | $0 |
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