LAVIN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LAVIN FAMILY FOUNDATION INC (EIN 52-2284964)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201813199349103631
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T14:30:47-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522284964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAVIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAVI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 K STREET NW NO 107 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE G LAVIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS R GREENAWALT | PreparerPersonNm |
| PTIN | P00436458 | PTIN |
| Phone | 3016529100 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 14:50:48 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A6E96932FEF1C3057F2625F172CADDD49ED601D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,007,089 | 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 | $1,815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,815 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $317,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $164,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,196 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,569 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,569 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,828 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,525 | CashBOYAmt |
| Cash EOY | $102,583 | CashEOYAmt |
| Cash EOYFMV | $102,583 | CashEOYFMVAmt |
| US Government Obligations BOY | $25,816 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $922,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $812,077 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,904,506 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,032,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $914,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,007,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,032,438 | UnrestrictedBOYAmt |
| Unrestricted EOY | $914,660 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,032,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $914,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,032,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $914,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,032,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,053 | OtherIncreasesAmt |
| Subtotal | $914,660 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $914,660 | 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH - CAPITAL GAINS | P | $2,500 | $2,500 | $2,500 | |
| MERRILL LYNCH - PUBLICLY TRADED SECURITIES | $314,577 | $100,986 | $100,986 | $213,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,486 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $103,486 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,189 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,141,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.120125 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $236,413 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,207,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.195741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,266,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083143 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $493,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,020,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.244453 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $145,519 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,792,307 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081191 | DistributionYr5Rt |
| Total Distribution | 0.724653 | TotalDistributionRt |
| Average Distribution | 0.144931 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,163,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $313,604 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,536 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $315,140 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $296,730 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,073 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,073 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,868 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,868 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,795 | OverpaymentAmt |
| Applied To ES Tax | $2,795 | 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 | MD | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOANNE G LAVIN | IndividualWithBooksNm |
| Phone | 3019613570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN LAVIN | ||||||||
| 10415 DUNLEER DRIVE | LOS ANGELES | CA | 90064 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JOANNE G LAVIN | ||||||||
| 3030 K STREET SUITE 107 | WASHINGTON | DC | 20007 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ELIZABETH CARRILLO | ||||||||
| 2317 37TH STREET NW | WASHINGTON | DC | 20007 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,111,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,196,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,196,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,163,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,073 | TotalTaxAmt |
| Distributable Before Adj | $105,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $105,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $105,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,730 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $296,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,234 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $397,917 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,715 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $178,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $153,874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $864,138 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $191,612 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,055,750 | 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 | $57,234 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $998,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $397,917 | ExcessFromYear4Amt |
| Excess From Year3 | $76,715 | ExcessFromYear3Amt |
| Excess From Year2 | $178,398 | ExcessFromYear2Amt |
| Excess From Year1 | $153,874 | ExcessFromYear1Amt |
| Excess From Current Year | $191,612 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN LAVIN | ContributingManagerNm |
| Contributing Manager | JOANNE G LAVIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEEBE HEALTHCARE MEDICAL FOUNDATION | |||||||
| 902 SAVANNAH ROAD | LEWES | DE | 19958 | NONE | PC | DIRECT SUPPORT | $1,000 |
| MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | NONE | PC | DIRECT SUPPORT | $5,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW SUITE 500 | WASHINGTON | DC | 20007 | NONE | PC | DIRECT SUPPORT | $50,000 |
| CARON TREATMENT CENTER | |||||||
| PO BOX 150 | WENERSVILLE | PA | 19565 | NONE | PC | DIRECT SUPPORT | $25,000 |
| THE HARBOUR RIDGE FAMILY FOUNDATION | |||||||
| 12600 HARBOUR RIDGE BLVD | PALM CITY | FL | 34990 | NONE | PC | DIRECT SUPPORT | $2,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PC | DIRECT SUPPORT | $50,000 |
| ROUND HOUSE THEATRE | |||||||
| 4545 EAST WEST HIGHWAY | BETHESDA | MD | 20814 | NONE | PC | DIRECT SUPPORT | $1,500 |
| THE WASHINGTON HOME & COMMUNITY HOSPICES | |||||||
| 4041 POWDER MILL ROAD SUITE 600 | CALVERTON | MD | 20705 | NONE | PC | DIRECT SUPPORT | $5,000 |
| OPERATION SEAS THE DAY | |||||||
| PO BOX 811 | BETHANY BEACH | DE | 19930 | NONE | PC | DIRECT SUPPORT | $1,500 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 550 NORTH BROADWAY SUITE 701B | BALTIMORE | MD | 21205 | NONE | PC | DIRECT SUPPORT | $25,000 |
| MARTIN HEALTH FOUNDATION | |||||||
| PO BOX 9010 | STUART | FL | 34995 | NONE | PC | DIRECT SUPPORT | $20,000 |
| SAFESPACE | |||||||
| 612 SE DIXIE HIGHWAY | STUART | FL | 34994 | NONE | PC | DIRECT SUPPORT | $930 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | DIRECT SUPPORT | $20,000 |
| GEORGETOWN LOMBARDI COMPREHENSIVE CANCER CENTER | |||||||
| 3800 RESERVOIR ROAD NW | WASHINGTON | DC | 20057 | NONE | PC | DIRECT SUPPORT | $50,000 |
| WILDWOOD SCHOOL | |||||||
| 2995 CURRY ROAD | SCHENECTADY | NY | 12303 | NONE | PC | DIRECT SUPPORT | $5,000 |
| HOLY TRINITY | |||||||
| 3513 N STREET NW | WASHINGTON | DC | 20007 | NONE | PC | DIRECT SUPPORT | $3,000 |
| HOPE RURAL SCHOOL | |||||||
| 15929 SW 150TH ST | INDIANTOWN | FL | 34956 | NONE | PC | DIRECT SUPPORT | $10,000 |
| BEACH BAY COTTAGE TOUR | |||||||
| PO BOX 753 | BETHANY BEACH | DE | 19930 | NONE | PC | DIRECT SUPPORT | $500 |
| RALLY FOR THE CURE DBCC | |||||||
| PO BOX 49182 | CHARLOTTE | NC | 28277 | NONE | PC | DIRECT SUPPORT | $1,000 |
| HALCYON FOUNDATION | |||||||
| 555 FIFTH AVENUE FL 17 | NEW YORK | NY | 10017 | NONE | PC | DIRECT SUPPORT | $10,000 |
| WILDWOOD SCHOOL | |||||||
| 2995 CURRY ROAD | SCHENECTADY | NY | 12303 | NONE | PC | DIRECT SUPPORT | $5,000 |
| HOPE RURAL SCHOOL | |||||||
| 15929 SW 150TH ST | INDIANTOWN | FL | 34956 | NONE | PC | DIRECT SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,430 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,815 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,486 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,196 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS EQUITIES | StockNm |
| EOY Book Value | $812,077 | EOYBookValueAmt |
| EOYFMV | $1,904,506 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CT CORPORATION | $300 | $0 | $0 | $300 |
| MISCELLANEOUS | $1,900 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $30,053 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,569 | Amt |
| Net Investment Income | $10,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $2,828 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |