KIMSEY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KIMSEY FOUNDATION (EIN 52-2007895)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349103029
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:30:59-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8219 LEESBURG PIKE SUITE 800 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | 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 | 522007895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMSEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMS | BusinessNameControlTxt |
| Phone | 2023671037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 16TH STREET NW NO 275 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK J KIMSEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2023671037 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT HOTTLE | PreparerPersonNm |
| PTIN | P00632650 | PTIN |
| Phone | 7039238300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.28.116.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 08:29:33 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 996514659B8E4A9DFDAE62F642633A2FF60ACCB5 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,068,280 | 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 | $27,896 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,896 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,618 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,222 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $297,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,044 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $298,658 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,094 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $283,564 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $138,323 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $138,323 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,766 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,766 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,250 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $118 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $118 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,964 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,960 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $148,409 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $148,409 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,838 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $44,838 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $98,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,267 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,514 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $765,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $659,664 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,209,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,103,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$912,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,355 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,240 | CashBOYAmt |
| Cash EOY | $321,059 | CashEOYAmt |
| Cash EOYFMV | $321,059 | CashEOYFMVAmt |
| Other Investments BOY | $17,193,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,731,868 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,731,868 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,353 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,353 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,483,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,068,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,068,280 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $844 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $844 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,483,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,068,280 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,483,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,068,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,483,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,068,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,483,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$912,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,570,968 | SubtotalAmt |
| Other Decreases | $502,688 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,068,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| RAINE VENTURE PARTNERS II | P | $94,583 | $94,583 | $94,583 | |
| CHARLES SCWAB - MARKETABLE EQUITY SECURITIES | P | $5,376 | $3,035 | $3,035 | $2,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,135,494 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,044,863 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,176,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,085,008 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073153 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,280,693 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,119,704 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074808 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,114,611 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,373,291 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064157 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,257,991 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,888,579 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079176 | DistributionYr5Rt |
| Total Distribution | 0.357912 | TotalDistributionRt |
| Average Distribution | 0.071582 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,669,020 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,264,784 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,044 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,266,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,103,539 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,104 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,104 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,017 | OverpaymentAmt |
| Applied To ES Tax | $5,017 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| 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 | WWW.KIMSEYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE OFFICE OF JAMES V KIMSEY | IndividualWithBooksNm |
| Phone | 2027850307 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 16TH STREET NW SUITE 275 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL P KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | PRESIDENT/DIRECTOR | 20.00 | $0 | $29,183 | $0 |
| RAYMOND C KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | SECRETARY/DIRECTOR | 20.00 | $0 | $27,310 | $0 |
| MARK J KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | TREASURER/DIRECTOR | 20.00 | $0 | $29,101 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK CHASE | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | EMPLOYEE | 40.00 | $201,247 | $29,984 | $0 |
| BRIE HYTOVITZ | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | EMPLOYEE | 40.00 | $80,004 | $9,408 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,010,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $316,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,611,270 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,938,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,938,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,669,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $883,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $883,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,087 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $643 | IncomeTaxAmt |
| Total Tax | $4,730 | TotalTaxAmt |
| Distributable Before Adj | $878,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $878,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $878,721 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,103,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,103,539 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,103,539 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $878,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $468,269 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $262,713 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $427,406 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $379,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $296,067 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,833,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,103,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $878,721 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,818 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,058,611 | 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 | $468,269 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,590,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $262,713 | ExcessFromYear4Amt |
| Excess From Year3 | $427,406 | ExcessFromYear3Amt |
| Excess From Year2 | $379,338 | ExcessFromYear2Amt |
| Excess From Year1 | $296,067 | ExcessFromYear1Amt |
| Excess From Current Year | $224,818 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826DC | ||||||
| 3333 14TH STREET NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING | $35,000 |
| ANACOSTIA COORDINATING COUNCIL | ||||||
| 2401 SHANNON PL SE | WASHINGTON | DC | 20020 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| BIKE TO THE BEACH | ||||||
| 1990 K STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING | $2,575 |
| BRIGHT FACES | ||||||
| 4876 PRINCESS ANNE RD STE 118 | VIRGINIA BEACH | VA | 23462 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| CATALOGUE FOR PHILANTHROPY | ||||||
| 1899 L STREET NW STE 850 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| CHANCE FOR LIFE | ||||||
| 727 NORTH WASHINGTON STREET | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | GENERAL OPERATING | $12,000 |
| CHILDREN SCIENCE CENTER | ||||||
| 3949 PENDER DRIVE STE 120B | FAIRFAX | VA | 22030 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| DC TOUCHDOWN CLUB OPERATED BY THE MILITARY BOWL FOUNDATION | ||||||
| 1742 N STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| DREAMS FOR KIDS DC | ||||||
| 1420 N ST NW UNIT 812 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $7,500 |
| FAIR CHANCE | ||||||
| 733 15TH STREET NW STE 440 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $173,800 |
| HUNTER WATSON MEMORIAL FUND | ||||||
| PO BOX 326 | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| LEARNSERVE INTERNATIONAL | ||||||
| BOX 6203 | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING | $25,000 |
| LIFE WITH CANCER | ||||||
| 8411 PENNELL STREET | FAIRFAX | VA | 22031 | PUBLIC CHARITY | GENERAL OPERATING | $32,000 |
| LITERACY LAB | ||||||
| 1003 K ST NW STE 500 | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| NATIONAL ASSOCIATION OF CONCERNED VETERANS | ||||||
| 4906 KANSAS AVE NW | WASHINGTON | DC | 20011 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| POTOMAC COMMUNITY RESOURCES INC | ||||||
| 9200 KENTSDALE DRIVE | POTOMAC | MD | 20854 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||
| 5005 LBJ FREEWAY SUITE 526 | DALLAS | TX | 75244 | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| THE ASPEN INSTITUTE | ||||||
| 1 DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| THE POTOMAC SCHOOL | ||||||
| 1301 POTOMAC SCHOOL RD | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| WASHINGTON NATIONALS DREAM FOUNDATION | ||||||
| 1500 S CAPITOL STREET | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL OPERATING | $21,000 |
| WASHINTON INTERNATIONAL SCHOOL | ||||||
| 3100 MACOMB ST NW | WASHINGTON | DC | 20008 | PUBLIC CHARITY | GENERAL OPERATING | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,875 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIBLEY MEMORIAL HOSPITAL FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 LOUGHBORO ROAD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,896 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $97,618 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| 2017 FEDERAL TAX REFUND | 01 | $6,104 |
| OTHER INCOME | 01 | $118 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $297,266 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $297,266 | 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 | TAX & ACCOUNTING FEES | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $6,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT ACCOUNTS | FMV | $13,171,785 | $13,171,785 |
| GREYCROFT GROWTH FUND | FMV | $1,988,261 | $1,988,261 |
| RAINE PARTNERS II | FMV | $518,506 | $518,506 |
| DUE FROM JVK ESTATE | FMV | $53,316 | $53,316 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,766 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,766 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $15,353 | EOYBookValueAmt |
| EOYFMV | $15,353 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $502,688 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND SERVICE FEES | $2,187 | $0 | $2,187 |
| COMPUTER SUPPORT | $10,205 | $0 | $10,205 |
| DUES AND SUBSCRIPTION | $98 | $0 | $98 |
| INSURANCE | $5,392 | $0 | $5,392 |
| INVESTMENT MANAGEMENT FEES | $5,396 | $5,396 | $0 |
| MEALS & ENTERTAINMENT | $314 | $0 | $314 |
| NON-DEDUCTIBLE EXPENSES FROM RAMSEY LONG-BIASED FUND, LP | $186 | $0 | $0 |
| OFFICE SUPPLIES | $4,907 | $0 | $4,907 |
| PARTNERSHIP EXPENSES | $56,871 | $56,871 | $0 |
| POSTAGE & DELIVERY | $1,092 | $0 | $1,092 |
| REPAIRS AND MAINTENANCE | $20 | $0 | $20 |
| SECURITY | $887 | $0 | $887 |
| TELEPHONE AND INTERNET | $11,113 | $0 | $11,113 |
| WEB MAINTENANCE | $299 | $0 | $299 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 2017 FEDERAL TAX REFUND | $6,104 | $6,104 |
| OTHER INCOME | $118 | $118 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE 401(K) PAYABLE | Desc |
| BOY Book Value | $844 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,960 | $2,960 | $0 |
| FEDERAL TAXES | $19,004 | $0 | $0 |
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