M V MAYO CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- M V MAYO CHARITABLE FOUNDATION (EIN 73-1587573)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349101042
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:33:25-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262200378 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS HARRISON COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 RESEARCH BLVD STE 500 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208506203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731587573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MV MAYO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROOKS HARRISON COMPANY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MVMA | BusinessNameControlTxt |
| Phone | 3013554264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18556 OFFICE PARK DR | AddressLine1Txt |
| City | MONTGOMERY VILLAGE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20886 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MAYO | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3013554264 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G FENNER | PreparerPersonNm |
| PTIN | P01214443 | PTIN |
| Phone | 3018403883 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.140.118.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 10:33:25 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DFC5F7FA349BAC1780FDBF8BF440EA4517404A8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DFC5F7FA349BAC1780FDBF8BF440EA4517404A8E | 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 | $6,958,907 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $39,774 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,774 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $39,774 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $123,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,116 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $123,116 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,624,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,707 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,356 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,356 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $422,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,597 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $164,246 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,334 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,530 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,804 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,997 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,997 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,345 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,010 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,502 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,981 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $262,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $262,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $468,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $164,246 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $493,425 | CashBOYAmt |
| Cash EOY | $166,260 | CashEOYAmt |
| Cash EOYFMV | $166,260 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,549,823 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $764,466 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $764,466 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,515,442 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,209,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,209,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $518,468 | CorporateBondsBOYAmt |
| Other Investments BOY | $921,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,818,598 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,818,598 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,862 | OtherAssetsBOYAmt |
| Total Assets BOY | $7,004,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,958,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,958,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,004,938 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,958,907 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,004,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,958,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,004,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,958,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,004,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,031 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,958,907 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,958,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,707 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $407,569 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,174,270 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056810 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $410,658 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,223,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056850 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $387,380 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,391,736 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $439,423 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,777,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056497 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $550,769 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,625,216 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072230 | DistributionYr5Rt |
| Total Distribution | 0.294794 | TotalDistributionRt |
| Average Distribution | 0.058959 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,880,003 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $405,638 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $987 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $406,625 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $397,559 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,974 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,974 | SubtotalAmt |
| Tax Based On Investment Income | $1,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,626 | OverpaymentAmt |
| Applied To ES Tax | $3,626 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEOFFREY FENNER | IndividualWithBooksNm |
| Phone | 3013554264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18556 OFFICE PARK DRIVE | AddressLine1Txt |
| City | MONTGOMERY VILLAGE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MAYO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2770 32ND ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGING DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $108,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,910,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,984,775 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,984,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,772 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,880,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $344,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $344,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,974 | TotalTaxAmt |
| Distributable Before Adj | $342,026 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $342,026 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $342,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,559 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $397,559 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $397,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $342,026 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $9,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,559 | QualifyingDistributionsAmt |
| Applied To Current Year | $342,026 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,533 | RemainingDistriFromCorpusAmt |
| Total Corpus | $64,953 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $64,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,420 | ExcessFromYear1Amt |
| Excess From Current Year | $55,533 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| TUDOR PLACE HISTORIC HOUSE | ||||||
| 1644 31ST STREET NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $75,500 | |
| BOYS GIRLS CLUBS OF GREATER WASHI | ||||||
| 4103 BENNING ROAD NE | WASHINGTON | DC | 20019 | GENERAL SUPPORT | $3,000 | |
| CHIARI SYRINGOMYELIA FOUNDATION | ||||||
| 29 CREST LOOP | NY | NY | 10312 | GENERAL SUPPORT | $5,000 | STATEN ISLAND |
| WASHINGTON NATIONAL CATHEDRAL | ||||||
| 3101 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | GENERAL SUPPORT | $25,000 | |
| CHRIST CHURCH GEORGETOWN | ||||||
| 3116 O ST NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $65,198 | |
| THE PATRONS OF THE ARTS VANTICAN M | ||||||
| 1701 NORTH FT MYER | ARLINGTON | VA | 22290 | GENERAL SUPPORT | $600 | FLOOR 9 |
| GEORGETOWN HOUSE TOUR | ||||||
| 3240 O ST NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $1,000 | |
| CULVER ACADEMIES | ||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | GENERAL SUPPORT | $5,000 | |
| THE ORDER OF ST JOHN | ||||||
| 1850 M ST NW | WASHINGTON | DC | 20035 | GENERAL SUPPORT | $7,500 | SUITE 1070 |
| SULGRAVE CLUB | ||||||
| 1801 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $9,612 | |
| BISHOP JOHN T WALKER SCHOOL FOR BOY | ||||||
| 1801 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | GENERAL SUPPORT | $600 | |
| CHAMBER DANCE PROJECT | ||||||
| 700 12TH ST NW SUITE 700 | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $500 | |
| ISRAEL ALLIES FOUNDATION | ||||||
| 1001 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $2,500 | SUITE 607 |
| KENNEDY CENTER FOR THE PERFORMING A | ||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | GENERAL SUPPORT | $54,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERV | ||||||
| 2600 VIRGINIA AVE | WASHINGTON | DC | 20037 | GENERAL SUPPORT | $4,000 | SUITE 1100 |
| JOHN HENRY NEWMAN FOUNDATION | ||||||
| PO BOX 2313 | PALM BEACH | FL | 33480 | GENERAL SUPPORT | $2,500 | |
| WASHINGTON NATIONAL OPERA | ||||||
| 6925 WILLOW ST NW | WASHINGTON | DC | 20012 | GENERAL SUPPORT | $597 | 3RD FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $262,107 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,774 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,694 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $258,178 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $1,356 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $322,002 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $422,424 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $8,355 | Amt |
| Net Investment Income | $1,345 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,010 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | DEBT AND EQUITY SECURITIES | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $5,617,551 | GrossSalesPriceAmt |
| Basis | $5,366,080 | BasisAmt |
| Total Net | $251,471 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| CORPORATE BONDS |
| CORPORATE FIXED INCOME |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK 002 | StockNm |
| EOY Book Value | $4,209,583 | EOYBookValueAmt |
| EOYFMV | $4,209,583 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $323,473 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $323,473 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETFS | FMV | $1,713,893 | $1,713,893 |
| MUTUAL FUNDS | FMV | $104,705 | $104,705 |
| NET UNSETTLED PURCHASES/SALES | FMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $2,997 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,997 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $5,862 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $100 | $160 |
| OTHER | $60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $1,356 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,356 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $60,521 | $60,521 | |
| OUTSIDE CONTRACT SERVIES | $6,981 | $6,981 |
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