MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION: Form 990PF, tax year 2019
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- Organization
- MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION (EIN 46-4354409)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349100334
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T11:23:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454149985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMCKENNA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 PENNSYLVANIA AVE NW 750 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | 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 | 464354409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA AND FRANK CARLUCCI CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 2028621880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 CREST LANE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA M CARLUCCI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2028621880 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN ROSE | PreparerPersonNm |
| PTIN | P00435324 | PTIN |
| Phone | 2028621880 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.59.99.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 14:32:06 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88F8BC3BEE59F72513984B063D1B59EAFEC06C7A | 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 | $10,154,532 | 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 | $1,009,140 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $146,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,912,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,507 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,269,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,047 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79,598 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79,598 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $656,469 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $656,469 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $775,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $656,469 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $494,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,059 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,485 | CashBOYAmt |
| Cash EOY | $938,328 | CashEOYAmt |
| Cash EOYFMV | $938,328 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,410,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,058,172 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,216,204 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,511,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,996,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,154,532 | 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 | $7,511,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,996,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,511,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,996,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,511,587 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,996,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,511,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $494,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,006,317 | SubtotalAmt |
| Other Decreases | $9,817 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,996,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS 17926 - LT D | $179,512 | $68,755 | $110,757 | $110,757 |
| PUBLICLY TRADED SECURITIES - MS 41392 - ST A | $325,537 | $315,584 | $9,953 | $9,953 |
| PUBLICLY TRADED SECURITIES - MS 41392 - LT D | $1,407,917 | $1,414,120 | -$6,203 | -$6,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,507 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,953 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $432,155 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,742,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055816 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $840,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,265,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.370797 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $894,513 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,234,476 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.724609 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $989,975 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $944,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.047659 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $613,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $922,428 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.665093 | DistributionYr5Rt |
| Total Distribution | 2.863974 | TotalDistributionRt |
| Average Distribution | 0.572795 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,808,259 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,045,327 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,421 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,046,748 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $656,469 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,841 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,841 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,841 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42,759 | OverpaymentAmt |
| Applied To ES Tax | $42,759 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA M CARLUCCI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028621880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 CREST LANE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221011837 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA M CARLUCCI | ||||||||
| 1207 CREST LANE | MCLEAN | VA | 22101 | DIRECTOR/PRESIDENT/TREASURER | 0.50 | $0 | $0 | $0 |
| KRISTIN CARLUCCI WEED | ||||||||
| 1207 CREST LANE | MCLEAN | VA | 22101 | VICE PRESIDENT/SECRETARY | 0.50 | $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 | $8,645,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $296,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,942,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,942,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,808,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $440,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $440,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,841 | TotalTaxAmt |
| Distributable Before Adj | $437,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $437,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $437,572 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $656,469 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $656,469 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $656,469 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $586,527 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $982,426 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $833,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $741,580 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,234,251 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $656,469 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $437,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $218,897 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,453,148 | 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 | $586,527 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,866,621 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $982,426 | ExcessFromYear4Amt |
| Excess From Year3 | $833,267 | ExcessFromYear3Amt |
| Excess From Year2 | $741,580 | ExcessFromYear2Amt |
| Excess From Year1 | $90,451 | ExcessFromYear1Amt |
| Excess From Current Year | $218,897 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCIA M CARLUCCI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITIES THRIVE (IREX) | |||||||
| 1275 K STREET SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATIONS | $100,000 |
| DUKE UNIVERSITY | |||||||
| 2138 CAMPUS DRIVE BOX 90586 | DURHAM | NC | 27708 | NONE | PC | GENERAL OPERATIONS | $30,000 |
| FORD'S THEATRE | |||||||
| 511 10TH STREET NW | WASHINGTON | DC | 20004 | NONE | PC | GENERAL OPERATIONS | $170,000 |
| PRESBYTERIAN SCHOOL | |||||||
| 40 OAKDALE STREET | HOUSTON | TX | 77006 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| PREVENT CANCER FOUNDATION | |||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| WASHINGTON TENNIS & EDUCATION FOUNDATION | |||||||
| 1600 KENNEDY STREET NW | WASHINGTON | DC | 20011 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| BISHOP JOHN T WALKER SCHOOL FOR BOYS | |||||||
| 1801 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| LUNGEVITY FOUNDATION | |||||||
| 228 S WABASH AVENUE SUITE 700 | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATIONS | $241,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $656,469 | 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 | 14 | ExclusionCd |
| Exclusion | $146,107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,507 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $260,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,614 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARCIA CARLUCCI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 CREST LANE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221011837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,009,140 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 556 SHARES OF ADOBE INC. | $182,151 | 2019-12-20 |
| 1 | 104 SHARES OF AMAZON COM INC | $185,796 | 2019-12-20 |
| 1 | 700 SHARES OF MASTERCARD INC CL A | $208,999 | 2019-12-20 |
| 1 | 756 SHARES OF MICROSOFT CORP | $119,002 | 2019-12-20 |
| 1 | 572 SHARES OF SERVICENOW INC. | $161,664 | 2019-12-20 |
| 1 | 806 SHARES OF VISA INC CL A | $151,528 | 2019-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,910 | Amt |
| Net Investment Income | $2,910 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | IdentifierTxt |
| Form And Line Reference | 990-PF, PART I, LINE 25, COLUMN (A) | FormAndLineReferenceDesc |
| Medium Explanation | DONEE ORGANIZATION: NATIONAL MUSEUM OF WOMEN IN THE ARTSDESCRIPTION OF CONTRIBUTED PROPERTY: 2,887 SHARES OF KIRBY CP STOCKBOOK VALUE: $193,862METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $241,469METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 12/06/2019 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS 17926 STOCK | $2,835,300 | $4,840,320 |
| MS 041392 ETFS | $4,222,872 | $4,375,884 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $9,817 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $36,047 | Amt |
| Net Investment Income | $36,047 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2019 ESTIMATED PAYMENT | $45,600 | $45,600 | $0 | $0 |
| MS 1392 FOREIGN TAXES PAID | $3,440 | $3,440 | $0 | $0 |
| 2018 BALANCE DUE | $30,558 | $30,558 | $0 | $0 |
Comments