SCHUBLE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCHUBLE FAMILY FOUNDATION INC (EIN 52-2056867)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-09
- IRS object ID
- 202043149349101064
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T10:30:14-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520807134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSSBERG COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 ROCK SPRING DRIVE SUITE 200 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | 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 | 522056867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHUBLE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O DALE D SCHUBLE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 3019518300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 MONTGOMERY LANE 10TH FLOOR | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE D SCHUBLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3019518300 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMIM ARDEISHAR | PreparerPersonNm |
| PTIN | P00822945 | PTIN |
| Phone | 3015711900 | 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 | 2020-11-03 | IPDt |
| IP Tm | 10:53:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3514EC263491C120E2F661E26475190EC774CF9D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6A152864CAE1B9A9274F4CB37EE953D3050659F6 | 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 | $601,571 | 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 |
| Dividends Rev And Expnss | $16,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,456 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,939 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,828 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,786 | CashBOYAmt |
| Cash EOY | $19,897 | CashEOYAmt |
| Cash EOYFMV | $19,897 | CashEOYFMVAmt |
| Corporate Stock BOY | $554,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $534,238 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $570,784 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $10,289 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,890 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,890 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $619,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $565,025 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $601,571 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $619,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $565,025 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $619,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $565,025 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $619,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $565,025 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $619,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $565,025 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $565,025 | 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 |
|---|---|---|---|---|---|---|---|
| LORD ABBETT SHORT DURATION | P | 2018-04-16 | 2019-12-25 | $35,000 | $35,005 | -$5 | -$5 |
| PIMCO ALL ASSET INST CLASS | P | 2010-12-07 | 2020-01-10 | $30,675 | $32,292 | -$1,617 | -$1,617 |
| ISHARES CORE S&P 500 | D | 2017-12-29 | 2020-01-13 | $40,262 | $33,184 | $7,078 | $7,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,456 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,404 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $650,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065195 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $528,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.175424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,470 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $346,949 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.162762 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,273 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $364,319 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.382283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,871 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $370,494 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.156200 | DistributionYr5Rt |
| Total Distribution | 0.941864 | TotalDistributionRt |
| Average Distribution | 0.188373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $611,268 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,146 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $186 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,420 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,030 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,030 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,658 | OverpaymentAmt |
| Applied To ES Tax | $3,658 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE CORPORATION | IndividualWithBooksNm |
| Phone | 3016561465 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 MONTGOMERY LANE 10TH FLOOR | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DALE D SCHUBLE | ||||||||
| 4800 MONTGOMERY LANE 10TH FLOOR | BETHESDA | MD | 20814 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOSEPH R SCHUBLE JR | ||||||||
| 4800 MONTGOMERY LANE 10TH FLOOR | BETHESDA | MD | 20814 | TREASURER | 0.00 | $0 | $0 | $0 |
| STEVEN M SCHUBLE | ||||||||
| 4800 MONTGOMERY LANE 10TH FLOOR | BETHESDA | MD | 20814 | SECRETARY | 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 | $579,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $620,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $620,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $611,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $372 | TotalTaxAmt |
| Distributable Before Adj | $30,191 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,191 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,191 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,420 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,420 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,442 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,285 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,279 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,821 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,373 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,191 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,229 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $324,429 | 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 | $39,442 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $284,987 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,285 | ExcessFromYear4Amt |
| Excess From Year3 | $39,279 | ExcessFromYear3Amt |
| Excess From Year2 | $70,821 | ExcessFromYear2Amt |
| Excess From Year1 | $10,373 | ExcessFromYear1Amt |
| Excess From Current Year | $43,229 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JFGH | |||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | N/A | 501(C)(3) | ASSIST CHARITY ITS STATED GOAL | $500 |
| KEYS CHILDREN'S FOUNDATION | |||||||
| 24 DOCKSIDE LANE PMB 139 | KEY LARGO | FL | 33037 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $1,725 |
| OCEAN REEF CHAPEL FOUNDATION INC | |||||||
| 32 OCEAN REEF DRIVE | KEY LARGO | FL | 33037 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $5,000 |
| OCEAN REEF COMMUNITY FOUNDATION | |||||||
| 35 OCEAN REEF DRIVE SUITE 148 | KEY LARGO | FL | 33037 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $2,500 |
| OCEAN REEF MEDICAL CENTER FOUNDATION | |||||||
| 50 BARRACUDA LN | KEY LARGO | FL | 33037 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $2,000 |
| THE CHILDREN'S INN AT NIH | |||||||
| 7 WEST DR | BETHESDA | MD | 20814 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $1,000 |
| WASHINGTON HEBREW CONGREGATION | |||||||
| 3935 MACOMB STREET NW | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $6,195 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $2,500 |
| CROHNS AND COLITIS FOUNDATION | |||||||
| 11900 PARKLAWN DRIVE SUITE 360 | ROCKVILLE | MD | 20852 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $500 |
| MEDSTAR HEALTH | |||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | N/A | 501(C)(3) | ASSIST CHARITY IN ITS STATED GOAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,920 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 08 | ExclusionCd |
| Exclusion | $16,483 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,456 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,939 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $534,238 | EOYBookValueAmt |
| EOYFMV | $570,784 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM DALE SCHUBLE | Desc |
| BOY Book Value | $10,289 | BOYBookValueAmt |
| EOY Book Value | $10,890 | EOYBookValueAmt |
| EOYFMV | $10,890 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,828 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,828 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |