JOE AND MISSY WALSH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOE AND MISSY WALSH FOUNDATION (EIN 01-0551686)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349102013
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:23:27-06:00 | 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 | 010551686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE & MISSY WALSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH WALSH | InCareOfNm |
| Business Name Control | JOE& | BusinessNameControlTxt |
| Phone | 3012805105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 PARTRIDGE RUN LANE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WALSH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3012805105 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Paschall | PreparerPersonNm |
| PTIN | P01253773 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2020-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.255.252.223 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820203215000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8AAFF44DD16282106A317B7FDC3AD35EBD367009 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8AAFF44DD16282106A317B7FDC3AD35EBD367009 | 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 | $2,089,082 | 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 | $999,797 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,310 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,016,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,185 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $134 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $464 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,076 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,076 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $910,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $77,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,961 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $709,803 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,641,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,033,121 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $786,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,697,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,089,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $786,967 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,697,280 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $786,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,697,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $786,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,697,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $786,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $910,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $311 | OtherIncreasesAmt |
| Subtotal | $1,697,280 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,697,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INC. #7957 - SEE ATTACHED | P | 2019-01-01 | 2019-12-31 | $43,482 | $46,323 | -$2,841 | -$2,841 |
| STIFEL, NICOLAUS & COMPANY, INC. #7957 - SEE ATTACHED | P | 2018-01-01 | 2019-12-31 | $149,355 | $146,626 | $2,729 | $2,729 |
| CAPITAL GAIN DIVIDENDS | P | $85 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,111,828 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009624 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,930 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,111,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053005 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,292 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $924,248 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037103 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,118,139 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00559 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,262,366 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030261 | DistributionYr5Rt |
| Total Distribution | 0.135583 | TotalDistributionRt |
| Average Distribution | 0.027117 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,150,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,195 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $166 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,361 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,076 | 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 | $166 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $166 | SubtotalAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $780 | TotalPaymentsAndCreditsAmt |
| Overpayment | $614 | OverpaymentAmt |
| Applied To ES Tax | $614 | AppliedToESTaxAmt |
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 | DE | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH WALSH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012805105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 PARTRIDGE RUN LANE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J BUTLER | ||||||||
| 237 PARK AVENUE | NEW YORK | NY | 10017 | ASSISTANT SECRETARY | 0 | $0 | $0 | $0 |
| MELISSA WALSH | ||||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| JOSEPH WALSH | ||||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | CHAIRMAN/TREASURER | 0 | $0 | $0 | $0 |
| SUE LEE | ||||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | SECRETARY | 0 | $0 | $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 | $1,142,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,167,912 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,167,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,150,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166 | TotalTaxAmt |
| Distributable Before Adj | $57,354 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,354 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,354 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,076 | 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 | $106,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $166 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,357 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,357 | AppliedToYear1Amt |
| Applied To Current Year | $56,719 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $635 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH A WALSH | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N/A | AddressLine1Txt |
| City | NA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3012805105 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MANY HANDS INC | ||||||||
| PO BOX 15048 | CHEVY CHASE | MD | 20825 | NONE | PC | ANNUAL FUNDRAISING | $1,000 | |
| AUTISM SPEAKS INC | ||||||||
| 1990 K STREET NW | WASHINGTON | DC | 20006 | NONE | REASEARCH FUNDING | $1,000 | STE 18 | |
| DRIVEN TO CURE | ||||||||
| 8601 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | NONE | RESEARCH FUNDING | $25,000 | ||
| GREATER VALLERY YMCA | ||||||||
| 1524 W LINDEN ST STE 209 | ALLENTOWN | PA | 18102 | NONE | PC | GENERAL OPERATING | $1,026 | |
| LEWY BODY DEMENTIA ASSOCIATION | ||||||||
| 912 KILLIAN HILL ROAD SW | LILBURN | GA | 30047 | NONE | PC | GENERAL OPERATING | $2,500 | |
| IMPACT 100 | ||||||||
| 2840 W BAY DRIVE 113 | BELLEAIR BLUFFS | FL | 33770 | NONE | PC | GENERAL OPERATING | $1,050 | |
| FRAGILE X SYNDROME RESEARCH | ||||||||
| 10 PRINCE PLACE SUITE 203 | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JUNIOR TENNIS CHAMPIONS CENTER | ||||||||
| 5200 PAINT BRANCH PKY | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BETHESDA HOSPITAL | ||||||||
| 2815 S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CHILDREN'S NATIONAL | ||||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE CRC RECOVERY | ||||||||
| 1700 LAKE IDA ROAD | DELRAY BEACH | FL | 33445 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NAOMA DONNELLEY HAGGINS - BOYS AND GIRLS CLUB | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $500 | |
| NORWOOD SCHOOL | ||||||||
| 275 PROSPECT STREET | NORWOOD | MA | 02062 | NONE | PC | GENERAL OPERATING | $1,000 | PO BOX 67 |
| MEMORIAL SLOAN KETTERING | ||||||||
| 275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,076 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS, GIFTS AND GRANTS RECEIVED | Desc |
| Exclusion | 35 | ExclusionCd |
| Exclusion | $999,797 | ExclusionAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,446 | 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 | -$26 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCT PARTNERS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,016,956 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,016,956 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL #7957 | StockNm |
| EOY Book Value | $1,641,319 | EOYBookValueAmt |
| EOYFMV | $2,033,121 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STIFEL #7957 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CT CORP EXPENSE | Desc |
| Revenue And Expenses Per Books | $464 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $464 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TOTAL INCOME/LOSS FROM K1 | Desc |
| Revenue And Expenses Per Books | -$4,310 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$4,310 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $311 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $134 | $134 |
| ESTIMATED TAX PAYMENTS | $280 |
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