A M DIGIULIAN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
A M DIGIULIAN FOUNDATION INC (EIN 46-1444035)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-04
IRS object ID
201921559349100002
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-04T08:26:17-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522041603PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SQUIRE LEMKIN COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE SUITE 475AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461444035EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1A M DIGIULIAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMDIBusinessNameControlTxt
Phone3014246800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE NO 475AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNA MARIA DIGIULIANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3014246800PhoneNum
Signature2019-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J KOPERAPreparerPersonNm
PTINP00013701PTIN
Phone3014246800PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.132.102.178IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-03IPDt
IP Tm09:19:33IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE60FDC5BD396D92217DE8C452938EC4C824FDA0FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,245,961FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,883,166ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$134,578DividendsRevAndExpnssAmt
Dividends Net Invst Incm$134,578DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$406,155NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$406,155GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$406,155CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,423,899TotalRevAndExpnssAmt
Total Net Invst Incm$540,733TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,185AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,443OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,443OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,207TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,207TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,835TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,650TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$186,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,650TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$155,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,237,064ExcessRevenueOverExpensesAmt
Net Investment Income$514,083NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$199,301CashBOYAmt
Cash EOY$676,015CashEOYAmt
Cash EOYFMV$676,015CashEOYFMVAmt
Other Assets BOY$6,258,400OtherAssetsBOYAmt
Other Assets EOY$8,018,750OtherAssetsEOYAmt
Other Assets EOYFMV$7,569,946OtherAssetsEOYFMVAmt
Total Assets BOY$6,457,701TotalAssetsBOYAmt
Total Assets EOY$8,694,765TotalAssetsEOYAmt
Total Assets EOYFMV$8,245,961TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$6,457,701CapitalStockBOYAmt
Capital Stock EOY$8,694,765CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,457,701TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,694,765TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,457,701TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,694,765TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,457,701TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,237,064ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,694,765SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,694,765TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$406,155GrossSalesPriceAmt
Gain Or Loss$406,155GainOrLossAmt
Gains Minus Excess Or Losses$406,155GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$406,155CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,871,704NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025828DistributionYr1Rt
Adjusted Qlfy Distri Yr2$109,396AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,078,781NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052625DistributionYr2Rt
Adjusted Qlfy Distri Yr3$108,866AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,206,789NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049332DistributionYr3Rt
Adjusted Qlfy Distri Yr4$92,476AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,248,513NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041128DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,172,634NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.020712DistributionYr5Rt
Total Distribution0.189625TotalDistributionRt
Average Distribution0.037925AverageDistributionRt
Net Vl Noncharitable Assets$7,551,812NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$286,402AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,141NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$291,543AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$155,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,282InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,282SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,282TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,044EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$47,044TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$36,762OverpaymentAmt
Applied To ES Tax$36,762AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3014246800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE SUITE 475AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARNA KOPERA
6234 VALLEY ROADBETHESDAMD20817PRESIDENT/SECRETARY2.00$0$0$0
ROBERT KOPERA
111 ROCKVILLE PIKE SUITE 475ROCKVILLEMD20850TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,339,060AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$327,754AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,666,814TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,666,814AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$115,002CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,551,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$377,591MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$377,591MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,282TaxBasedOnInvestmentIncomeAmt
Total Tax$10,282TotalTaxAmt
Distributable Before Adj$367,309DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$367,309DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$367,309DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$155,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$155,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$155,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$367,309DistributableAsAdjustedAmt
Undistributed Income PY$59,484UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$155,000QualifyingDistributionsAmt
Applied To Year1$59,484AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$95,516AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$271,793UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHBISHOP CARROLL HIGH SCHOOL
4300 HAREWOOD ROAD NEWASHINGTONDC20017NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$10,000
CARMELITE SISTERS OF CHARITY
1222 MONROE STREET NEWASHINGTONDC20001NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
DISCALCED CARMELITE FRIARS
2131 LINCOLN ROAD NEWASHINGTONDC20002NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$1,000
MARYLAND PUBLIC TV
11767 OWINGS MILLS BLVDOWINGS MILLSMD21117NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
SO OTHERS MIGHT EAT (SOME)
71 O STREET NWWASHINGTONDC20001NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$30,000
ST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILY
4901 EASTERN AVENUEHYATTSVILLEMD20782NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$44,000
ST JOHNS COLLEGE HIGH SCHOOL
2607 MILITARY ROAD NWCHEVY CHASEDC20015NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$15,000
ST MARTINS CATHOLIC CHURCH
115 S FREDERICK AVENUEGAITHERSBURGMD20877NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
SUNDAY TV MASS - ARCHDIOCESE OF WASHINGTON
PO BOX 29260WASHINGTONDC20017NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$10,000
SUPPORT OUR AGING RELIGIOUS INC (SOAR)
900 VARNUM STREET NEWASHINGTONDC20017NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
THE ACADEMY OF THE HOLY CROSS
4920 STRATHMORE AVENUEKENSINGTONMD20895NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$10,000
WETA
PO BOX 96100WASHINGTONDC20090NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$134,578ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$406,155ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$540,733ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$540,733TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ANNA MARIA DIGIULIAN TRUST
16234 VALLEY ROADBETHESDAMD20817$1,701,764Yes (X)
CORINNA DIGIULIAN TRUST
26234 VALLEY ROADBETHESDAMD20817$181,402Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS MUTUAL FUNDSNoncashPropertyDesc
Fair Market Value$1,701,764FairMarketValueAmt
Received2018-10-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,185Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
BOY Book Value$6,258,400BOYBookValueAmt
EOY Book Value$8,018,750EOYBookValueAmt
EOYFMV$7,569,946EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - SCHWABCategoryTxt
Amt$25,443Amt
Net Investment Income$25,443NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID - SCHWAB$1,207$1,207$0
EXCISE TAX PAID$4,000$0$0

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