FARVUE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FARVUE FOUNDATION INC (EIN 27-1938940)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-07
- IRS object ID
- 201832199349100023
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-07T16:33:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271938940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Farvue Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | FARV | BusinessNameControlTxt |
| Phone | 2029662932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 Massachusetts Avenue NW Suite | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN DOUGLAS MURRAY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2029662932 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $81,962,393 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $391,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $391,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $362,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,710,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $362,353 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $773,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $753,384 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,392 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,007 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,385 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,066 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $2,476 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $66,231 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $66,231 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,663 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $810,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $810,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $934,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $914,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$161,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $740,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,059 | CashBOYAmt |
| Cash EOY | $5,615,016 | CashEOYAmt |
| Cash EOYFMV | $5,615,016 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,316 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,929,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,488,710 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,488,710 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,621 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,830,769 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,830,769 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,706 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,476 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $21,230 | LandEOYAmt |
| Land EOYFMV | $21,230 | LandEOYFMVAmt |
| Other Assets BOY | $13,335 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,668 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,668 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,030,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,962,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,962,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,030,650 | UnrestrictedBOYAmt |
| Unrestricted EOY | $81,962,393 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,030,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,962,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,030,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,962,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,030,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$161,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $80,092,977 | OtherIncreasesAmt |
| Subtotal | $81,962,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $81,962,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $343 | $155 | $188 | $188 |
| PUBLICLY TRADED SECURITIES | $1,665,396 | $1,662,142 | $6,825 | $3,254 |
| PUBLICLY TRADED SECURITIES | $2,044,488 | $1,689,148 | $355,340 | $355,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $362,353 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,388 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,458,527 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053892 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,345 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,456,149 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055653 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $190,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,591,684 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $176,227 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,069,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05742 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $158,318 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,851,123 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055528 | DistributionYr5Rt |
| Total Distribution | 0.275664 | TotalDistributionRt |
| Average Distribution | 0.055133 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,308,261 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $899,123 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,408 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $906,531 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $914,504 | 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 | $7,408 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,408 | SubtotalAmt |
| Tax Based On Investment Income | $7,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,092 | OverpaymentAmt |
| Applied To ES Tax | $12,092 | 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 | DC | 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 | https://www.farvuefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029662932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE NW SUITE | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | 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 |
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Joan Douglas Murray | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | President | 1.0 | $0 | $0 | $0 |
| Sara Murray | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | Director | 1.0 | $0 | $0 | $0 |
| David Murray | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | Director | 1.0 | $0 | $0 | $0 |
| CAROLYN SAND | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | CO-EXEC. DIRECTOR | 1.0 | $6,626 | $0 | $0 |
| PAT LEE | ||||||||
| 4910 Massachusetts Avenue NW | Washington | DC | 20016 | CO-EXEC. DIRECTOR | 1.0 | $7,766 | $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 | $16,256,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,556,610 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,556,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,308,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $815,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $815,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,408 | TotalTaxAmt |
| Distributable Before Adj | $808,005 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $808,005 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $808,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $914,504 | 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 | $914,504 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,408 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $907,096 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $808,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,397 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,386 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,267 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $914,504 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $808,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,499 | RemainingDistriFromCorpusAmt |
| Total Corpus | $143,766 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $143,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $9,397 | ExcessFromYear3Amt |
| Excess From Year2 | $22,484 | ExcessFromYear2Amt |
| Excess From Year1 | $5,386 | ExcessFromYear1Amt |
| Excess From Current Year | $106,499 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATTACHMENT 5A | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| Address Line2 | STE 217 | AddressLine2Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $810,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $810,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $391,024 | 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 | $362,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $753,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $753,384 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOAN MURRAY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE NW 217 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,450 | Amt |
| Net Investment Income | $8,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,225 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| MIRROR | 2017-03-17 | $971 | M5 | 5 | $170 |
| FURNITURE | 2017-01-25 | $10,694 | M5 | 5 | $1,871 |
| FURNITURE | 2017-04-12 | $1,347 | M5 | 5 | $168 |
| FURNITURE | 2017-12-20 | $2,570 | M5 | 5 | $64 |
| FURNITURE | 2017-12-20 | $8,124 | M5 | 5 | $203 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOLGER NOLAN | $4,605,968 | $4,605,968 |
| BROWN ADVISORY | $736,675 | $736,675 |
| BROWN ADVISORY | $8,488,126 | $8,488,126 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOLGER NOLAN | $52,094 | $52,094 |
| BROWN ADVISORY | $45,652,020 | $45,652,020 |
| BROWN ADVISORY | $10,678,279 | $10,678,279 |
| BROWN ADVISORY | $6,106,317 | $6,106,317 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| MIRROR | $971 | $170 | $801 |
| FURNITURE | $10,694 | $1,871 | $8,823 |
| FURNITURE | $1,347 | $168 | $1,179 |
| FURNITURE | $2,570 | $64 | $2,506 |
| FURNITURE | $8,124 | $203 | $7,921 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS | Desc |
| BOY Book Value | $13,335 | BOYBookValueAmt |
| EOY Book Value | $6,668 | EOYBookValueAmt |
| EOYFMV | $6,668 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE AND ADMINISTRATIVE | $6,528 | $3,264 | $3,264 |
| WEBSITE | $4,500 | $4,500 | |
| BANK SERVICE FEES | $45 | $23 | $22 |
| INSURANCE | $3,397 | $3,397 | |
| DUE AND SUBSCRIPTION | $2,101 | $2,101 | |
| TELEPHONE | $2,196 | $2,196 | |
| PAYROLL EXPENSES | $393 | $393 | |
| PARKING EXPENSE | $790 | $790 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME - Capital One | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFER FROM WALLACE GENETIC FOUNDATION | $77,235,509 |
| PY PERIOD ADJ TO GAAP CASH METHOD | $1,777,406 |
| UNREALIZED GAINS | $1,080,032 |
| CY BOOK/TAX DIFFERENCE | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES US BANK | CategoryTxt |
| Amt | $53 | Amt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PAYROLL TAXES | $1,600 |
| FEDERAL TAXES PAID | $3,466 |