WASHINGTON FORREST FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON FORREST FOUNDATION (EIN 23-7002944)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-06
- IRS object ID
- 201913109349100001
- Schema version
- 2018v3.1
- 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 | 2019-11-06T06:31:50-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-11-05 | 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 | 66.77.128.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 11:22:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7EB8E4A1856B9E4E30CFF732F313DEAD5AEACE02 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1C7A661E62691682F1A7784AFD3D7F85DA370DE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,315,673 | 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 | $13,513 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,513 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $212,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,902,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,764,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,902,554 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$56,791 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$56,791 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,071,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,071,399 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,798 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $64,798 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,824 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,824 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,421 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,421 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,351 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,700 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,651 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $260,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $239,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $381,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $270,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $982,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $982,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,364,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $270,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,093,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $706,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,800,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $566,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,925,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,925,780 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,975,489 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,279,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,425,201 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,877,477 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,735,357 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,685,728 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $740,399 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $926,017 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,278,964 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,159,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,866,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,315,673 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $10,331,754 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,038,726 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,159,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,866,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,159,870 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,866,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,159,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $706,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,866,842 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,866,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DU PONT E I DE NEMOURS & CO NT 6.000% 07/15/18 B/E DTD 07/28/08 | P | 2009-01-08 | 2018-07-16 | $175,000 | $186,678 | -$11,678 | -$11,678 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-12 | 2019-01-17 | $6,000 | $6,000 | $0 | $0 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-12 | 2019-02-14 | $100 | $100 | $0 | $0 |
| SELECT SECTOR SPDR TR ENERGY | P | 2018-01-03 | 2018-07-20 | $149,656 | $149,130 | $526 | $526 |
| SQUARE INC CL A | P | 2017-05-09 | 2018-07-24 | $34,682 | $9,973 | $24,709 | $24,709 |
| MOHAWK INDUSTRIES INC | P | 2016-06-28 | 2018-07-24 | $65,568 | $54,532 | $11,036 | $11,036 |
| MOHAWK INDUSTRIES INC | P | 2016-05-02 | 2018-07-24 | $43,712 | $39,188 | $4,524 | $4,524 |
| STARBUCKS CORP COM | P | 2012-08-01 | 2018-07-24 | $51,293 | $22,278 | $29,015 | $29,015 |
| LANDSTAR SYSTEMS INC COM | P | 2018-05-08 | 2018-07-24 | $107,277 | $108,633 | -$1,356 | -$1,356 |
| CROWN CASTLE INTL CORP NEW COM | P | 2018-01-23 | 2018-07-24 | $107,695 | $109,640 | -$1,945 | -$1,945 |
| CATERPILLAR INC COM | P | 2018-02-13 | 2018-07-24 | $55,184 | $61,549 | -$6,365 | -$6,365 |
| TENABLE HLDGS INC COM | P | 2018-07-26 | 2018-08-30 | $33,395 | $32,924 | $471 | $471 |
| MOHAWK INDUSTRIES INC | P | 2017-01-25 | 2018-09-06 | $190,924 | $215,633 | -$24,709 | -$24,709 |
| MOHAWK INDUSTRIES INC | P | 2016-06-28 | 2018-09-06 | $38,185 | $36,355 | $1,830 | $1,830 |
| ALPHABET INC CL A | P | 2010-06-16 | 2018-09-20 | $154,111 | $32,565 | $121,546 | $121,546 |
| ALPHABET INC CL A | P | 2010-02-25 | 2018-09-20 | $355,639 | $79,154 | $276,485 | $276,485 |
| SPDR S&P 500 ETF TR TR UNIT | P | 2018-10-18 | 2018-11-20 | $95,517 | $95,517 | $0 | $0 |
| SQUARE INC CL A | P | 2018-01-03 | 2018-12-03 | $35,817 | $18,415 | $17,402 | $17,402 |
| SALESFORCE.COM INC COM STOCK | P | 2013-07-02 | 2018-12-03 | $35,895 | $9,533 | $26,362 | $26,362 |
| APPLE INC COM | P | 2010-03-22 | 2018-12-03 | $251,288 | $44,102 | $207,186 | $207,186 |
| APPLE INC COM | P | 2009-10-08 | 2018-12-03 | $41,087 | $6,105 | $34,982 | $34,982 |
| APPLE INC COM | P | 2009-06-01 | 2018-12-03 | $19,443 | $2,107 | $17,336 | $17,336 |
| ALPHABET INC CL A | P | 2018-04-23 | 2018-12-03 | $111,528 | $108,256 | $3,272 | $3,272 |
| ALPHABET INC CL A | P | 2010-07-23 | 2018-12-03 | $111,527 | $24,279 | $87,248 | $87,248 |
| ALPHABET INC CL A | P | 2010-06-16 | 2018-12-03 | $78,069 | $17,535 | $60,534 | $60,534 |
| NETFLIX INC COM | P | 2017-06-27 | 2018-12-03 | $114,830 | $60,926 | $53,904 | $53,904 |
| AMAZON COM INC | P | 2010-07-23 | 2018-12-03 | $264,422 | $16,777 | $247,645 | $247,645 |
| DOW INC COM-CASH IN LIEU | P | 2018-01-03 | 2019-04-04 | $38 | $49 | -$11 | -$11 |
| VANGUARD ADMIRAL TREASURY MONEY MARKET FUND INVESTOR CLASS | P | 2018-06-12 | 2019-04-10 | $28,000 | $28,000 | $0 | $0 |
| EVENTBRITE INC COM CL A | P | 2018-09-20 | 2019-04-10 | $20,960 | $37,954 | -$16,994 | -$16,994 |
| DOW INC COM | P | 2018-08-07 | 2019-04-10 | $18,499 | $22,871 | -$4,372 | -$4,372 |
| DOW INC COM | P | 2018-01-03 | 2019-04-10 | $18,462 | $24,385 | -$5,923 | -$5,923 |
| ALCON SA ACT NOM ISIN#CH0432492467 | P | 2006-08-14 | 2019-04-11 | $23 | $14 | $9 | $9 |
| VICOR CORP COM | P | 2018-07-20 | 2019-04-18 | $31,705 | $50,743 | -$19,038 | -$19,038 |
| INVESCO EXCHANGE TRADED FD TR S&P 500 EQUAL WEIGHT ETF | P | 2013-05-28 | 2019-04-18 | $26,782 | $15,880 | $10,902 | $10,902 |
| INVESCO EXCHANGE TRADED FD TR S&P 500 EQUAL WEIGHT ETF | P | 2013-05-22 | 2019-04-18 | $53,563 | $32,060 | $21,503 | $21,503 |
| INTELLIA THERAPEUTICS INC COM | P | 2018-06-13 | 2019-04-18 | $15,906 | $25,609 | -$9,703 | -$9,703 |
| EDITAS MEDICINE INC COM | P | 2018-06-13 | 2019-04-18 | $50,538 | $74,429 | -$23,891 | -$23,891 |
| DOWDUPONT INC COM | P | 2018-08-07 | 2019-04-18 | $39,034 | $45,279 | -$6,245 | -$6,245 |
| DOWDUPONT INC COM | P | 2018-01-03 | 2019-04-18 | $39,034 | $48,374 | -$9,340 | -$9,340 |
| BLACKSTONE GROUP L P COM UNIT REPSTG LTD | P | 2019-06-28 | 2019-04-18 | $19,496 | $11,774 | $7,722 | $7,722 |
| ABBVIE INC COM | P | 2018-01-03 | 2019-04-18 | $77,619 | $99,583 | -$21,964 | -$21,964 |
| ABBVIE INC COM | P | 2013-12-12 | 2019-04-18 | $38,810 | $26,208 | $12,602 | $12,602 |
| VICOR CORP COM | P | 2018-07-20 | 2019-04-24 | $66,396 | $91,337 | -$24,941 | -$24,941 |
| VISA INC COM CL A | P | 2011-11-23 | 2019-04-25 | $80,623 | $11,251 | $69,372 | $69,372 |
| VISA INC COM CL A | P | 2011-04-01 | 2019-04-25 | $80,623 | $9,215 | $71,408 | $71,408 |
| VICOR CORP COM | P | 2018-07-20 | 2019-04-25 | $44,117 | $60,892 | -$16,775 | -$16,775 |
| SQUARE INC CL A | P | 2018-01-03 | 2019-04-25 | $36,385 | $18,415 | $17,970 | $17,970 |
| SALESFORCE.COM INC COM STOCK | P | 2013-07-02 | 2019-04-25 | $40,671 | $9,533 | $31,138 | $31,138 |
| SPDR S&P 500 ETF TR TR UNIT | P | 2018-12-20 | 2019-04-25 | $11,707 | $9,878 | $1,829 | $1,829 |
| SPDR S&P 500 ETF TR TR UNIT | P | 2018-12-20 | 2019-04-25 | $105,360 | $92,881 | $12,479 | $12,479 |
| NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060 | P | 2009-06-01 | 2019-04-25 | $11,444 | $4,439 | $7,005 | $7,005 |
| NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060 | P | 2008-10-14 | 2019-04-25 | $8,678 | $3,585 | $5,093 | $5,093 |
| NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060 | P | 2008-09-09 | 2019-04-25 | $2,384 | $1,110 | $1,274 | $1,274 |
| NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060 | P | 2008-07-31 | 2019-04-25 | $5,817 | $2,684 | $3,133 | $3,133 |
| NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060 | P | 2008-06-03 | 2019-04-25 | $31,471 | $16,449 | $15,022 | $15,022 |
| MASTERCARD INC CL A COM | P | 2010-03-22 | 2019-04-25 | $246,515 | $24,692 | $221,823 | $221,823 |
| GOLDMAN SACHS GROUP INC COM | P | 2016-06-28 | 2019-04-25 | $101,128 | $70,292 | $30,836 | $30,836 |
| DOCUSIGN INC COM | P | 2018-05-08 | 2019-04-25 | $57,072 | $41,345 | $15,727 | $15,727 |
| APPLE INC COM | P | 2011-01-18 | 2019-04-25 | $200,374 | $46,687 | $153,687 | $153,687 |
| APPLE INC COM | P | 2010-03-22 | 2019-04-25 | $6,197 | $966 | $5,231 | $5,231 |
| AMERICAN TOWER CORP NEW COM | P | 2013-12-12 | 2019-04-25 | $96,196 | $38,452 | $57,744 | $57,744 |
| ALPHABET INC CL A | P | 2018-04-23 | 2019-04-25 | $253,931 | $216,512 | $37,419 | $37,419 |
| CAPITAL GAINS DIVIDENDS | P | $70,863 | $70,863 | $70,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,902,554 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,067,929 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,550,111 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057570 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,078,733 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,415,198 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065716 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $988,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,721,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059094 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $912,963 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,779,492 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051349 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $982,857 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,366,443 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056595 | DistributionYr5Rt |
| Total Distribution | 0.290324 | TotalDistributionRt |
| Average Distribution | 0.058065 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,141,472 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,111,450 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,010 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,129,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,093,984 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,082 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,082 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $10,944 | TaxDueAmt |
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 | $64,798 | $1,824 | $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 | $18,407,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,025,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,432,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,432,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $291,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,141,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $957,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $957,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,019 | TotalTaxAmt |
| Distributable Before Adj | $921,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $921,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $921,055 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,093,984 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,093,984 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,093,984 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $921,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $212,955 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $184,629 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $397,584 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,093,984 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $921,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $172,929 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $570,513 | 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 | $570,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $212,955 | ExcessFromYear2Amt |
| Excess From Year1 | $184,629 | ExcessFromYear1Amt |
| Excess From Current Year | $172,929 | 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 (80 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) | GENERAL OPERATING-NONPROFIT CENTER | $20,000 | |
| ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING | ||||||||
| 4318 N CARLIN SPRINGS ROAD | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | COMMUNITY PROGRESS NETWORK | $10,000 | |
| BONDER & AMANDA JOHNSON COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 2229 SHIRLINGTON ROAD SUITE A | ARLINGTON | VA | 22206 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| BU-GATA | ||||||||
| 4324 N 4TH ST 1 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| COLUMBIA PIKE REVITALIZATION ORGANIZATION | ||||||||
| 2611 COLUMBIA PIKE | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | COLUMBIA PIKE STREET BANNER PROGRAM | $5,000 | |
| COLUMBIA PIKE REVITALIZATION ORGANIZATION | ||||||||
| 2611 COLUMBIA PIKE | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | COLUMBIA PIKE BLUES FESTIVAL | $10,000 | |
| COLUMBIA PIKE REVITALIZATION ORGANIZATION | ||||||||
| 2611 COLUMBIA PIKE | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | COLUMBIA PIKE MOVIES NIGHTS | $18,250 | |
| COLUMBIA PIKE REVITALIZATION ORGANIZATION | ||||||||
| 2611 COLUMBIA PIKE | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | COMMUNICATIONS AND MARKETING UPGRADE | $10,000 | |
| COLUMBIA PIKE REVITALIZATION ORGANIZATION | ||||||||
| 2611 COLUMBIA PIKE | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | WEBSITE/MARKETING PROJECT ONLY | $7,500 | |
| 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 | ||||||||
| 4420 N FAIRFAX DRIVE SUITE 102 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT, SCHOLARSHIP AND LA NEIGHBORHOODS SESSION | $11,500 | |
| AHC INC | ||||||||
| 2230 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22201 | N/A | 501(C)(3) | ACADEMIC OUTCOMES FOR YOUTH K-12 | $15,000 | |
| APS PATRICK HENRY PTA | ||||||||
| 115 SOUTH OLD GLEBE ROAD | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | 4TH GRADE TRIP TO JAMESTOWN/YORKTOWN/WILLIAMSBURG | $5,000 | |
| APS H-B WOODLAWN | ||||||||
| 4100 VACATION LANE | ARLINGTON | VA | 22205 | N/A | 501(C)(3) | YEAR-ROUND INITIATIVE 2019-20 ARL.STUDENT FILMFEST | $4,500 | |
| ARLINGTON ARTS CENTER | ||||||||
| 3550 WILSON BLVD | ARLINGTON | VA | 22201 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,000 | |
| 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-ARLINGTON VA 22201 |
| ASPIRE LEARNING | ||||||||
| PO BOX 41318 | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT AND BUILDING CAMPAIGN | $40,000 | |
| BOWEN MCCAULEY DANCE | ||||||||
| 818 N QUINCY STREET SUITE 104 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | |
| BOWEN MCCAULEY DANCE | ||||||||
| 818 N QUINCY STREET SUITE 104 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | LISSAJOUS EDUCATIONAL CURRICULUM PROJECT | $5,000 | |
| COMMUNITIES IN SCHOOLS OF NORTHERN VIRGINIA | ||||||||
| PO BOX 3512 | ALEXANDRIA | VA | 22302 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | |
| COMPUTER CORE | ||||||||
| 5881 LEESBURG PIKE SUITE 204 | FALLS CHURCH | VA | 22041 | N/A | 501(C)(3) | COMPUTER LITERACY FOR SELF-SUFFICIENCY | $7,500 | |
| EDU-FUTURO | ||||||||
| 2110 WASHINGTON BLVD 2ND FLOOR | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT AND PROGRAM EXPANSION | $25,000 | |
| EDUCATIONAL THEATRE COMPANY | ||||||||
| PO BOX 4760 | ARLINGTON | VA | 222040760 | N/A | 501(C)(3) | THEATRE PROGRAMMING FOR SCHOOLS IN SOUTH ARLINGTON | $25,000 | |
| JANE FRANKLIN DANCE | ||||||||
| 3700 S FOUR MILE RUN DR | ARLINGTON | VA | 22206 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $8,000 | |
| LA COCINA VA | ||||||||
| 1500 N GLEBE ROAD | ARLINGTON | VA | 22207 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT & CAPITAL CAMPAIGN | $30,000 | |
| APS-ALICE FLEET ELEMENTARY SCHOOL | ||||||||
| 115 SOUTH OLD GLEBE RD | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | STUDENT SCHOLARSHIP AND ENRICHMENT | $6,000 | |
| PHOENIX BIKES | ||||||||
| 909 S DINWIDDIE ST | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| 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 | $10,000 | |
| 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 | $17,000 | |
| AHC INC | ||||||||
| 2230 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22201 | N/A | 501(C)(3) | BETTER SOCIAL SERVICES OUTCOMES | $10,000 | |
| ARLINGTON FOOD ASSISTANCE CENTER | ||||||||
| 2708 S NELSON ST | ARLINGTON | VA | 22206 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $30,000 | |
| ARLINGTON FREE CLINIC | ||||||||
| 2921 11TH STREET SOUTH | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| ARLINGTON HOME OWNERSHIP MADE EASIER INC (AHOME) | ||||||||
| 2300 9TH STREET S 300B | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | ACHIEVE YOUR DREAM | $5,000 | |
| ARLINGTON NEIGHBORHOOD VILLAGE | ||||||||
| 2666 MILITARY ROAD | ARLINGTON | VA | 22207 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |
| ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING | ||||||||
| 4318 N CARLIN SPRINGS ROAD | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | RESIDENT SERVICES - COLUMBIA HILLS &GILLIAM PLACE | $15,000 | |
| 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 | $12,500 | |
| ARLINGTON THRIVE INC | ||||||||
| PO BOX 7429 | ARLINGTON | VA | 22207 | N/A | 501(C)(3) | CAPACITY BUILDING/PROGRAM OPPORTUNITY PROJECT | $15,000 | |
| 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 | $17,000 | |
| CAPITAL CARING | ||||||||
| 2900 TELESTAR COURT | FALLS CHURCH | VA | 22042 | N/A | 501(C)(3) | PATIENT CARE FUND | $25,000 | |
| COMMUNITY RESIDENCES | ||||||||
| 14160 NEWBROOK DRIVE | CHANTILLY | VA | 20151 | N/A | 501(C)(3) | CRI ENHANCEMENTS FOR RESIDENTS W/ MENTAL ILLNESS | $10,000 | |
| DOORWAYS FOR WOMEN AND FAMILIES | ||||||||
| PO BOX 100185 | ARLINGTON | VA | 22210 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | |
| L'ARCHE GREATER WASHINGTON DC | ||||||||
| PO BOX 21471 | WASHINGTON | DC | 20009 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | |
| MELWOOD HORTICULTURAL TRAINING CENTER INC | ||||||||
| 5606 DOWER HOUSE ROAD | UPPER MARLBORO | MD | 20772 | N/A | 501(C)(3) | INTEGRATED DAY SUPPORT PROGRAMS - ARLINGTON | $15,000 | |
| PHOENIX HOUSE | ||||||||
| 200 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | DEMETER HOUSE | $10,000 | |
| 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 | $10,000 | |
| VIRGINIA HOSPITAL CENTER FOUNDATION | ||||||||
| 1701 N GEORGE MASON DRIVE | ARLINGTON | VA | 22205 | N/A | 501(C)(3) | OUTPATIENT CLINIC PRESCRIPTION ASSISTANCE PROGRAM | $16,000 | |
| VOLUNTEERS OF AMERICA CHESAPEAKE | ||||||||
| 7901 ANNAPOLIS ROAD | LANHAM | MD | 20706 | N/A | 501(C)(3) | RESIDENTIAL PROGRAM CENTER | $20,000 | |
| WASHINGTON AIDS PARTNERSHIP | ||||||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | ENDING HIV IN THE WASHINGTON REGION | $3,000 | |
| WESLEY HOUSING DEVELOPMENT CORPORATION OF NORTHERN VIRGINIA | ||||||||
| 5515 CHEROKEE AVENUE SUITE 200 | ALEXANDRIA | VA | 22312 | N/A | 501(C)(3) | SUMMER CAMP 2019 | $15,000 | |
| ALEXANDRIA COUNTRY DAY SCHOOL | ||||||||
| 2400 RUSSELL ROAD | ALEXANDRIA | VA | 22301 | N/A | 501(C)(3) | ALWAYS ACDS CAMPAIGN & ANNUAL FUND | $23,500 | |
| ALEXANDRIA COUNTRY DAY SCHOOL | ||||||||
| 2400 RUSSELL ROAD | ALEXANDRIA | VA | 22301 | N/A | 501(C)(3) | 2019 AUCTION | $1,000 | |
| BISHOP JOHN T WALKER SCHOOL FOR BOYS | ||||||||
| 1801 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 | |
| CENTREVILLE UNITED METHODIST CHURCH | ||||||||
| 6400 OLD CENTREVILLE ROAD | CENTREVILLE | VA | 20121 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7170 | DAVIDSON | NC | 28035 | N/A | 501(C)(3) | FUND FOR DAVIDSON | $1,000 | |
| FAUQUIER FAMILY SHELTER SERVICES INC | ||||||||
| PO BOX 3599 | WARRENTON | VA | 20188 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,750 | |
| FAUQUIER FREE CLINIC | ||||||||
| PO BOX 3138 | WARRENTON | VA | 20188 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $11,250 | |
| 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 | |
| JOHNNY APPLE SEED ASSOCIATION INC | ||||||||
| 8802 SUDLEY RD SUITE 1 | MANASSAS | VA | 20110 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $8,500 | |
| LOUISA KS CLUB | ||||||||
| PO BOX 432 | LOUISA | VA | 23093 | N/A | 501(C)(3) | LOUISA KS CLUB | $2,500 | |
| LOUISA UNITED METHODIST CHURCH | ||||||||
| PO BOX 217 | LOUISA | VA | 23093 | N/A | 501(C)(3) | LUMC GENERAL FUND & LUMC WOMEN | $5,000 | |
| NORTHERN VIRGINIA CONSERVATION TRUST | ||||||||
| 4022-A HUMMER ROAD | ANNANDALE | VA | 22003 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | |
| SHELTER HOUSE INC | ||||||||
| 12310 PINECREST ROAD SUITE 304 | RESTON | VA | 20191 | N/A | 501(C)(3) | KATHERINE HANLEY & ARTEMIS HOUSE | $20,000 | |
| SHILOH BAPTIST CHURCH | ||||||||
| 10704 GUNSTON RD | LORTON | VA | 22079 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,000 | |
| ST GEORGE'S SCHOOL | ||||||||
| 372 PURGATORY RD | MIDDLETOWN | RI | 02840 | N/A | 501(C)(3) | ANNUAL FUND | $1,000 | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 228 S PITT STREET | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) | ST. PAUL'S LAZARUS MINISTRY | $10,000 | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 228 S PITT STREET | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) | ST. PAUL'S NORTON HALL/ SANCTUARY HVAC OVERHAUL | $10,000 | |
| THE BAROODY PROJECT | ||||||||
| 343 GUNDRY DRIVE | FALLS CHURCH | VA | 22046 | N/A | 501(C)(3) | BAROODY PROJECT | $5,000 | |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC | ||||||||
| 529 14TH STREET SUITE 500 | WASHINGTON | DC | 20045 | N/A | 501(C)(3) | ANNUAL DINNER | $1,000 | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 228 S PITT STREET | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) | HVAC RENOVATIONS | $1,500 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 2217 COLUMBIA PIKE | ARLINGTON | VA | 22204 | N/A | 501(C)(3) | CHURCH CAPITAL IMPROVEMENTS | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $982,450 | 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 | $13,513 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,123 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,902,554 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP NET LOSSES | Desc |
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$56,791 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,071,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,071,399 | 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 | $15,421 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,421 | 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 | $1,735,357 | EOYBookValueAmt |
| EOYFMV | $1,685,728 | 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 | $8,279,688 | EOYBookValueAmt |
| EOYFMV | $14,425,201 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP-PB STRATEGIC PARTNERS FEEDER FUND IV | AT COST | $131,838 | $217,205 |
| PARTNERSHIP-GREENSPRING OPPORTUNITIES II LP | AT COST | $88,519 | $799,074 |
| PARTNERSHIP-GREENSPRING OPPORTUNITIES III LP | AT COST | $297,696 | $763,561 |
| PARTNERSHIP-GREENSPRING OPPORTUNITIES V LP | AT COST | $407,964 | $499,124 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE PREMIUMS | $362 | $0 | $365 |
| ORGANIZATION DUES & SUBSCRIPTIONS | $750 | $0 | $750 |
| OFFICE SUPPLIES & EXPENSE | $481 | $0 | $481 |
| INVESTMENT MANAGEMENT FEES | $239,746 | $239,746 | $0 |
| ADMINISTRATIVE SERVICES | $11,739 | $0 | $11,739 |
| LICENSES & PERMITS | $302 | $0 | $302 |
| COMPUTER SOFTWARE,SERVICES & EXPENSES | $330 | $0 | $330 |
| BUSINESS EXPENSES | $3,169 | $0 | $3,169 |
| WEBSITE | $2,903 | $0 | $2,903 |
| POSTAGE | $1,041 | $0 | $1,041 |
| WIRE FEES | $160 | $0 | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP NET LOSSES | Desc |
| Revenue And Expenses Per Books | -$56,791 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$56,791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$56,791 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDEND INCOME | $665 | $665 | $0 |
| FEES ON FOREIGN SECURITIES | $86 | $86 | $0 |
| PAYROLL TAXES | $4,651 | $0 | $4,651 |
| EXCISE TAX EXPENSE | $29,949 | $29,949 | $0 |
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