JOE AND MISSY WALSH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOE AND MISSY WALSH FOUNDATION (EIN 01-0551686)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201713129349100701
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T07:41:23-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010551686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE & MISSY WALSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH WALSH | InCareOfNm |
| Business Name Control | JOE& | BusinessNameControlTxt |
| Phone | 3012805105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 PARTRIDGE RUN LANE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WALSH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3012805105 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Paschall | PreparerPersonNm |
| PTIN | P01253773 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,080,191 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $421 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $421 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $448 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,962 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $647 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $471 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,625 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,711 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $798,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $731,441 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $983,242 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,027 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,238 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $841,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $828,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,080,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $841,731 | CapitalStockBOYAmt |
| Capital Stock EOY | $828,179 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $841,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $828,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $841,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $828,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $841,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $104 | OtherIncreasesAmt |
| Subtotal | $828,179 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $828,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| STIFEL #7957 [SEE ATTD] | 2015-12-30 | 2016-12-31 | $171,042 | $171,045 | -$3 | -$3 | |
| CAPITAL GAIN DIVIDENDS | $451 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $448 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,118,139 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00559 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,262,366 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,061 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,059,528 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014215 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,926 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $889,632 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047127 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,429 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $915,099 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051829 | DistributionYr5Rt |
| Total Distribution | 0.149022 | TotalDistributionRt |
| Average Distribution | 0.029804 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $924,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,546 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,754 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,500 | 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 | $208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $208 | SubtotalAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $639 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $639 | TotalPaymentsAndCreditsAmt |
| Overpayment | $431 | OverpaymentAmt |
| Applied To ES Tax | $431 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH WALSH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012805105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 PARTRIDGE RUN LANE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J BUTLER | ||||||||
| 237 PARK AVENUE | NEW YORK | NY | 10017 | ASSISTANT SECRETARY | 0 | $0 | $0 | $0 |
| MELISSA WALSH | ||||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| JOSEPH WALSH | ||||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | CHAIRMAN/TREASURER | 0 | $0 | $0 | $0 |
| SUE LEE | ||||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | SECRETARY | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $836,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,081 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $938,323 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $938,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $924,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $208 | TotalTaxAmt |
| Distributable Before Adj | $46,004 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,004 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,004 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $34,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $208 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,292 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,004 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,060 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $3,060 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $34,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,060 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,060 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,444 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH A WALSH | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N/A | AddressLine1Txt |
| City | NA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3012805105 | RecipientPhoneNum |
| Form And Info And Materials | GRANTS ARE DETERMINED AT THE DISCRETION OF THE FOUNDATION MANAGER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BULLIS SCHOOL - ANNUAL FUND | ||||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | NONE | PC | ANNUAL FUNDRAISING TUITION ASSISTANCE FOR INDIGENT FAMILIES | $26,000 | |
| MANY HANDS INC | ||||||||
| PO BOX 15048 | CHEVY CHASE | MD | 20825 | NONE | PC | ANNUAL FUNDRAISING | $1,000 | |
| FRAXA | ||||||||
| 10 PRINCE PLACE | NEWBURYPORT | MA | 01950 | NONE | PC | FINDING A CURE FOR FRAGILE X | $2,500 | SUITE 203 |
| JTCC | ||||||||
| JUNIOR TENNIS CHAMPIONS CENTER | NEWBURYPORT | MA | 01950 | PC | COMMUNITY SERVICE- PROVIDING TENNIS INSTRUCTIONS | $1,000 | 5200 PAINT BRANCH PKY | |
| DCVLP | ||||||||
| DC VOLUNTEER LAWYERS PROJECT | WASHINGTON | DC | 20015 | PC | LEGAL SERVICE FOR LOW INCOME FAMILIES | $500 | 5335 WISCONSIN AVE NW | |
| DRIVEN TO CURE | ||||||||
| DRIVEN TO CURE | SILVER SPRING | MD | 20910 | PC | FINDING A CURE FOR CANCER | $2,500 | 8501 GEORGIA AVE | |
| THE CLUB FOUNDATION INC | ||||||||
| THE CLUB FOUNDATION | ALEXANDRIA | VA | 22314 | PC | DEVELOPMENT OF INDUSTRY LEADERS | $1,000 | 1733 KING STREET | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $447 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,962 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL #7957 | StockNm |
| EOY Book Value | $731,441 | EOYBookValueAmt |
| EOYFMV | $983,242 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STIFEL #7957 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,027 | BookValueAmt |
| EOYFMV | $10,238 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CT CORP EXPENSE | $429 | $429 |
| NON TREASURY INTEREST DISCOUNT | $42 | $42 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $104 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS Q1 ESTIMATED TAX PAYMENT | $500 | $500 |
| FOREIGN TAX PAID | $147 | $147 |
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