M V MAYO CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- M V MAYO CHARITABLE FOUNDATION (EIN 73-1587573)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349102707
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:43:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262200378 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS HARRISON COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 RESEARCH BLVD STE 500 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208506203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731587573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MV MAYO CHARITABLE FOUNDATIO | BusinessNameLine1Txt |
| Business Name Line2 | C/O BROOKS HARRISON COMPANY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MVMA | BusinessNameControlTxt |
| Phone | 3013554264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18556 OFFICE PARK DRIVE | AddressLine1Txt |
| City | MONTGOMERY VILLAGE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20886 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MAYO | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3013554264 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G FENNER | PreparerPersonNm |
| PTIN | P01214443 | PTIN |
| Phone | 3018403883 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.140.118.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 14:43:07 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0EAA8493CD577905019E035A1F5DD45A50A2C6D4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DFC5F7FA349BAC1780FDBF8BF440EA4517404A8E | 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 | $7,731,158 | 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 | $91,820 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91,820 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $91,820 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $68,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,141 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $68,141 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,634,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,432 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $222,837 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $222,837 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $222,837 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $645,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,230 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $382,798 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $90,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,054 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $759 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,295 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,485 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,240 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $37,391 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,423 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,968 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,885 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,885 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $459,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $185,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,548 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $382,798 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $657,019 | CashBOYAmt |
| Cash EOY | $493,425 | CashEOYAmt |
| Cash EOYFMV | $493,425 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,846,822 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,549,823 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,588,273 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,089,052 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,515,442 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,293,941 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $579,641 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $518,468 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $522,984 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $640,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $921,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $826,673 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,862 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,862 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,862 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,819,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,004,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,731,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,819,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,004,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,819,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,004,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,819,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,004,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,819,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $185,765 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,004,938 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,004,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,432 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $410,658 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,223,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056850 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $387,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,391,736 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052407 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $439,423 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,777,877 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $550,769 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,625,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072230 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $338,140 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,439,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045455 | DistributionYr5Rt |
| Total Distribution | 0.283439 | TotalDistributionRt |
| Average Distribution | 0.056688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,174,270 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $406,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,455 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $410,150 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $411,024 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,455 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,455 | SubtotalAmt |
| Tax Based On Investment Income | $3,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,110 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,110 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $55 | EsPenaltyAmt |
| Overpayment | $5,600 | OverpaymentAmt |
| Applied To ES Tax | $5,600 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEOFFREY FENNER | IndividualWithBooksNm |
| Phone | 3013554264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18556 OFFICE PARK DRIVE | AddressLine1Txt |
| City | MONTGOMERY VILLAGE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA MAYO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2770 32ND ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGING DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,960,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $589,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $733,725 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,283,523 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,283,523 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,174,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,455 | TotalTaxAmt |
| Distributable Before Adj | $355,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $355,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $355,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,024 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $411,024 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,455 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $407,569 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,345 | UndistributedIncomePYAmt |
| Qualifying Distributions | $411,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,345 | AppliedToYear1Amt |
| Applied To Current Year | $355,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,420 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,420 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,420 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| GILCREASE MUSEUM | ||||||
| 1400 N GILCREASE MUSEUM R | TULSA | OK | 74127 | GENERAL SUPPORT | $15,000 | |
| WASHINGTON WINTER SHOW | ||||||
| 29 GRANT CIRCLE NW | WASHINGTON | DC | 20011 | GENERAL SUPPORT | $12,000 | |
| WASHINGTON CONCERT OPERA | ||||||
| 2437 15TH STREET NW | WASHINGTON | DC | 20009 | GENERAL SUPPORT | $2,500 | |
| TUDOR PLACE HISTORIC HOUSE | ||||||
| 1644 31ST STREET NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $55,000 | |
| BOYS GIRLS CLUBS OF GREATER WASHI | ||||||
| 4103 BENNING ROAD NE | WASHINGTON | DC | 20019 | GENERAL SUPPORT | $2,500 | |
| DC JAZZ FESTIVAL | ||||||
| 515 M STREET SE | WASHINGTON | DC | 20003 | GENERAL SUPPORT | $15,000 | SUITE 1028 |
| NATL TRUST FOR HISTORIC PRESER | ||||||
| 2600 VIRGINIA AVENUE NW | WASHINGTON | DC | 20037 | GENERAL SUPPORT | $50,000 | SUITE 1000 |
| ST JOHN OF JURUSALEM | ||||||
| 1850 M STREET NW | WASHINGTON | DC | 200355857 | GENERAL SUPPORT | $10,000 | SUITE 1070 |
| CHIARI SYRINGOMYELIA FOUNDATION | ||||||
| 29 CREST LOOP | NY | NY | 10312 | GENERAL SUPPORT | $5,000 | STATEN ISLAND |
| DIPLOMATIC RECEPTION ROOMS | ||||||
| 2201 C ST NW | WASHINGTON | DC | 20520 | GENERAL SUPPORT | $500 | |
| WASHINGTON NATIONAL CATHEDRAL | ||||||
| 3101 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | GENERAL SUPPORT | $50,000 | |
| CHRIST CHURCH GEORGETOWN | ||||||
| 3116 O ST NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $15,000 | |
| THE PATRONS OF THE ARTS VANTICAN M | ||||||
| 1701 NORTH FT MYER | ARLINGTON | VA | 22290 | GENERAL SUPPORT | $750 | FLOOR 9 |
| GEORGETOWN HOUSE TOUR | ||||||
| 3240 O ST NW | WASHINGTON | DC | 20007 | GENERAL SUPPORT | $1,000 | |
| TRUSTEES OF U OF PENNSYLVANIA | ||||||
| 801 SPRUCE ST | PHILADELPHIA | PA | 19107 | GENERAL SUPPORT | $50,000 | |
| CULVER ACADEMIES | ||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | GENERAL SUPPORT | $5,000 | |
| VITAL VOICES GLOBAL PARTNERSHIP | ||||||
| 1625 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $500 | SUITE 300 |
| THE ORDER OF ST JOHN | ||||||
| 1850 M ST NW | WASHINGTON | DC | 20035 | GENERAL SUPPORT | $10,000 | SUITE 1070 |
| NATIONAL SOCIETY OF ARTS AND LETTER | ||||||
| 3135 RFD | LONG GROVE | IL | 60047 | GENERAL SUPPORT | $500 | |
| BOYS GIRLS CLUBS OF GREATER WASHI | ||||||
| 4103 BENNING ROAD NW | WASHINGTON | DC | 20019 | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,820 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,240 | ExclusionAmt |
| Related Or Exempt Function Incm | $901 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $222,837 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $262,398 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,240 | ExclusionAmt |
| Related Or Exempt Function Incm | $577,956 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $645,196 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $8,240 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| LONG TERM SECURITIES | PURCHASE | $50,000 | $66,576 | -$16,576 |
| SHORT TERM SECURITIES | PURCHASE | $1,151,249 | $1,147,106 | $4,143 |
| LONG TERM SECURITIES | PURCHASE | $1,432,025 | $1,158,626 | $273,399 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | ||
| CORPORATE FIXED INCOME | $518,468 | $522,984 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK 002 | StockNm |
| EOY Book Value | $3,515,442 | EOYBookValueAmt |
| EOYFMV | $4,293,941 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,138,290 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,127,147 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ETFS | $700,878 | $618,250 |
| MUTUAL FUNDS | $124,279 | $111,662 |
| NET UNSETTLED PURCHASES/SALES | $96,761 | $96,761 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,485 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $5,862 | BOYBookValueAmt |
| EOY Book Value | $5,862 | EOYBookValueAmt |
| EOYFMV | $5,862 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $440 | $440 |
| OTHER | $13,686 | $13,686 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $222,837 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $222,837 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $222,837 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $29,423 | $29,423 | |
| OUTSIDE CONTRACT SERVIES | $7,968 | $7,968 |
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