MCADAMS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MCADAMS FOUNDATION (EIN 54-1967451)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-30
IRS object ID
201811209349100511
Schema version
2017v2.2
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)
Return2018-04-30T12:49:02-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-04-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY B BONDROFF CPAPreparerPersonNm
PTINP00087387PTIN
Phone4103565900PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$995,882FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$35,731DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,731DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,628NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$65,001GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,628CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$339,359TotalRevAndExpnssAmt
Total Net Invst Incm$39,359TotalNetInvstIncmAmt
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$4,694OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,328TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$36OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,864TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,730TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,864TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,730TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$325,495ExcessRevenueOverExpensesAmt
Net Investment Income$37,859NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$149,277CashBOYAmt
Cash EOY$535,891CashEOYAmt
Cash EOYFMV$535,891CashEOYFMVAmt
Corporate Stock BOY$563,312CorporateStockBOYAmt
Corporate Stock EOY$502,193CorporateStockEOYAmt
Corporate Stock EOYFMV$459,991CorporateStockEOYFMVAmt
Total Assets BOY$712,589TotalAssetsBOYAmt
Total Assets EOY$1,038,084TotalAssetsEOYAmt
Total Assets EOYFMV$995,882TotalAssetsEOYFMVAmt
Other Liabilities BOY$25OtherLiabilitiesBOYAmt
Other Liabilities EOY$25OtherLiabilitiesEOYAmt
Total Liabilities BOY$25TotalLiabilitiesBOYAmt
Total Liabilities EOY$25TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$712,564UnrestrictedBOYAmt
Unrestricted EOY$1,038,059UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$712,564TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,038,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$712,589TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,038,084TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$712,564TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$325,495ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,038,059SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,038,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySYNCAPPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2004-04-27AcquiredDt
Sold2017-08-25SoldDt
Gross Sales Price$65,001GrossSalesPriceAmt
Cost Or Other Basis$61,373CostOrOtherBasisAmt
Gain Or Loss$3,628GainOrLossAmt
Gains Minus Excess Or Losses$3,628GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,628CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,869AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$711,249NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036371DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,958AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$718,862NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.024981DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,826AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$827,157NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055402DistributionYr3Rt
Adjusted Qlfy Distri Yr4$58,848AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$807,122NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072911DistributionYr4Rt
Adjusted Qlfy Distri Yr5$55,793AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$858,885NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.064960DistributionYr5Rt
Total Distribution0.254625TotalDistributionRt
Average Distribution0.050925AverageDistributionRt
Net Vl Noncharitable Assets$750,929NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,241AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$379NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,620AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,730QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$757InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$757SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$757TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$920EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$920TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Overpayment$161OverpaymentAmt
Applied To ES Tax$161AppliedToESTaxAmt
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

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$545,704AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$216,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$762,364TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$762,364AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,435CashDeemedCharitableAmt
Net Vl Noncharitable Assets$750,929NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,546MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,546MinimumInvestmentReturnAmt
Tax Based On Investment Income$757TaxBasedOnInvestmentIncomeAmt
Total Tax$757TotalTaxAmt
Distributable Before Adj$36,789DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,789DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,789DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,730ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,730QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,730AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,789DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,377ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,172ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,022ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$35,571TotalExcessDistributionCyovAmt
Qualifying Distributions$9,730QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,730AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$27,059ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$27,059ExcessDistributionCyovAppCYAmt
Total Corpus$8,512TotalCorpusAmt
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$8,512ExcessDistriCyovToNextYrAmt
Excess From Year4$3,490ExcessFromYear4Amt
Excess From Year3$5,022ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLLOYD MCADAMSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTERLING FOUNDATION MANAGEMENT LLCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DR STE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7034379720RecipientPhoneNum
Form And Info And MaterialsNONE PRESCRIBEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsRECOGNIZED SECTION 501 (C) (3) CHARITABLE ORGANIZATIONS ONLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY BELL ACADEMYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14001 HARDING ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37205ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,731ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,628ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$39,359ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,359TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LLOYD MCADAMSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVEAddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSYNDICATED CAPITAL, INCStockNm
EOY Book Value$502,193EOYBookValueAmt
EOYFMV$459,991EOYFMVAmt

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
SUPPLIES$11$0$11

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$4,694DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,328Amt
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.