MCADAMS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MCADAMS FOUNDATION (EIN 54-1967451)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201931359349101423
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)
Return2019-05-15T10:39:52-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541967451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCADAMS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O STERLING FOUNDATION MANAGEMENT LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCADBusinessNameControlTxt
Phone7034379720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE NO 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLLOYD MCADAMSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7034379720PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW Q KEEFER CPAPreparerPersonNm
PTINP00852427PTIN
Phone4103565900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.67.46.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm10:54:07IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDBEABFCCAB818834074F9BBE2861B69BBE110449AtSubmissionCreationDeviceId
At Submission Filing Device Id561A0CC74CBF806DF3CEA20EB2A53C58046FD51CAtSubmissionFilingDeviceId
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$881,975FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$31,879DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,879DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,194NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,685TotalRevAndExpnssAmt
Total Net Invst Incm$31,879TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$7,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,955OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$599TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,149TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,525TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,980TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,187ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,187ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,336TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,525TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,167TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,651ExcessRevenueOverExpensesAmt
Net Investment Income$30,354NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$535,891CashBOYAmt
Cash EOY$526,434CashEOYAmt
Cash EOYFMV$526,434CashEOYFMVAmt
Corporate Stock BOY$502,193CorporateStockBOYAmt
Corporate Stock EOY$494,999CorporateStockEOYAmt
Corporate Stock EOYFMV$355,541CorporateStockEOYFMVAmt
Total Assets BOY$1,038,084TotalAssetsBOYAmt
Total Assets EOY$1,021,433TotalAssetsEOYAmt
Total Assets EOYFMV$881,975TotalAssetsEOYFMVAmt
Other Liabilities BOY$25OtherLiabilitiesBOYAmt
Other Liabilities EOY$25OtherLiabilitiesEOYAmt
Total Liabilities BOY$25TotalLiabilitiesBOYAmt
Total Liabilities EOY$25TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,038,059UnrestrictedBOYAmt
Unrestricted EOY$1,021,408UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,038,059TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,021,408TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,038,084TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,021,433TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,038,059TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,651ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,021,408SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,021,408TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySYNCAPPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-01-01AcquiredDt
Sold2018-02-12SoldDt
Cost Or Other Basis$7,194CostOrOtherBasisAmt
Gain Or Loss-$7,194GainOrLossAmt
Gains Minus Excess Or Losses-$7,194GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,194CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,730AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$750,929NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.012957DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,869AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$711,249NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036371DistributionYr2Rt
Adjusted Qlfy Distri Yr3$17,958AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$718,862NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.024981DistributionYr3Rt
Adjusted Qlfy Distri Yr4$45,826AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$827,157NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055402DistributionYr4Rt
Adjusted Qlfy Distri Yr5$58,848AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$807,122NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.072911DistributionYr5Rt
Total Distribution0.202622TotalDistributionRt
Average Distribution0.040524AverageDistributionRt
Net Vl Noncharitable Assets$942,621NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,199AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$304NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,503AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,167QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$607InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$607SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$607TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$760EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$760TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$153OverpaymentAmt
Applied To ES Tax$153AppliedToESTaxAmt
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 StateVAOrgReportOrRegisterStateCd
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
Individual With BooksSTERLING FOUNDATION MANAGEMENTIndividualWithBooksNm
Phone7034379720PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE STE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LLOYD MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191PRES/SEC/TREAS/DIR1.00$0$0$0
JOSEPH E MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191DIRECTOR1.00$0$0$0
DAVID L MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191DIRECTOR1.00$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$419,664AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$537,312AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$956,976TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$956,976AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,355CashDeemedCharitableAmt
Net Vl Noncharitable Assets$942,621NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,131MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,131MinimumInvestmentReturnAmt
Tax Based On Investment Income$607TaxBasedOnInvestmentIncomeAmt
Total Tax$607TotalTaxAmt
Distributable Before Adj$46,524DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,524DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,524DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,167ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$38,167QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,167AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,524DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,490ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,022ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$8,512TotalExcessDistributionCyovAmt
Qualifying Distributions$38,167QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,167AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$8,357ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,357ExcessDistributionCyovAppCYAmt
Total Corpus$155TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$155ExcessDistriCyovToNextYrAmt
Excess From Year4$155ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
DURHAM RESCUE MISSION
PO BOX 11368DURHAMNC27703NONE501(C)(3)GENERAL SUPPORT$1,500
HARVARD GLEE CLUB FOUNDATION
1753 MASSACHUSETTS AVE 3CAMBRIDGEMA02140NONE501(C)(3)GENERAL SUPPORT$1,000
INTERNATIONAL MONTESSORI SCHOOL
3001 ACADEMY ROAD BUILDING 300DURHAMNC27707NONE501(C)(3)GENERAL SUPPORT$2,000
MATH COUNTS FOUNDATION
1420 KING STREETALEXANDRIAVA22314NONE501(C)(3)GENERAL SUPPORT$2,000
MONTGOMERY BELL ACADEMY
4001 HARDING ROADNASHVILLETN32705NONE501(C)(3)GENERAL SUPPORT$5,000
NC MODERNIST HOUSES
TRIANGLE MODERNIST ARCHIVE INC 5409DURHAMNC27713NONE501(C)(3)GENERAL SUPPORT$3,000PELHAM ROAD
NC MUSEUM OF LIFE AND SCIENCE
433 W MURRAY AVENUEDURHAMNC27704NONE501(C)(3)GENERAL SUPPORT$3,000
NORTH CAROLINA AQUARIUM SOCIETY
3125 POPLARWOOD COURT SUITE 160RALEIGHNC27604NONE501(C)(3)GENERAL SUPPORT$3,000
NORTON MUSEUM OF ART
1451 S OLIVE AVENUEWEST PALM BEACHFL33401NONE501(C)(3)GENERAL SUPPORT$187
ORANGE COUNTY RAPE CRISIS CENTER
PO BOX 4722CHAPEL HILLNC27515NONE501(C)(3)GENERAL SUPPORT$6,500
STANFORD UNIVERSITY
641 EAST CAMPUS DRIVESTANFORDCA943056201NONE501(C)(3)ATHLETICS - SYNCHRONIZED SWIMMING AND GENERAL SUPPORT$1,000
TRINITY SCHOOL OF DURHAM
4011 PICKETT RDDURHAMNC27705NONE501(C)(3)GENERAL SUPPORT$2,000
WOODS CHARTER SCHOOL
160 WOODLAND GROVE LANECHAPEL HILLNC27516NONE501(C)(3)GENERAL SUPPORT$200
WUNC
120 FRIDAY CENTER DRIVECHAPEL HILLNC27517NONE501(C)(3)GENERAL SUPPORT$2,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,187TotalGrantOrContriPdDurYrAmt
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$31,879ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,194ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,685ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,685TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSYNDICATED CAPITAL, INCStockNm
EOY Book Value$494,999EOYBookValueAmt
EOYFMV$355,541EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$25$0$25
BANK FEES$25$25$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO STERLING FDN MGMT, LLCDesc
BOY Book Value$25BOYBookValueAmt
EOY Book Value$25EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFOUNDATION MANAGEMENT FEESCategoryTxt
Amt$7,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,955DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$599Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.