IF FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- IF FOUNDATION (EIN 53-0078064)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-31
- IRS object ID
- 201803049349100525
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-31T23:08:19-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 INTERNATIONAL CIRCLE SUITE 5500 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | 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 | 530078064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSUMER HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 2029393390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 16TH STREET NW NO 710 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YANIQUE REDWOOD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2029393390 | PhoneNum |
| Signature | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GRAY | PreparerPersonNm |
| PTIN | P01237506 | PTIN |
| Phone | 4105840060 | PhoneNum |
| Preparation | 2018-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.244.135.91 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-30 | IPDt |
| IP Tm | 21:11:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1285A5BF8FAD2B3DC1AFB143D3A055C0158201C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1285A5BF8FAD2B3DC1AFB143D3A055C0158201C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,846,754 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $283,723 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $287,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $633,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,055,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $633,835 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $59,290 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,369 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,264,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $983,703 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $197,811 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $197,811 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $243,782 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,545 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $230,466 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $89,672 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $89,672 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,869 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,530 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,341 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,208 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $43,483 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $277,935 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,714 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $119,336 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73,607 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $32,440 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $138,777 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $138,777 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,969 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $48,491 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $150 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $150 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $355,427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $355,479 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,493,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $274,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,259,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $754,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $756,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,247,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $274,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,015,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$983,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $709,629 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $854,934 | CashBOYAmt |
| Cash EOY | $522,700 | CashEOYAmt |
| Cash EOYFMV | $522,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,282,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,282,863 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $47,069 | AcctRcvblAmt |
| Acct Rcvbl EOY | $47,069 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,069 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $24,381 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $81,700 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $81,700 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $21,300 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,167 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,167 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,152,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,579,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,579,257 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,530,913 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,530,772 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,530,772 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,678,550 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,579,226 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,579,226 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $200,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $200,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,262,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,846,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,846,754 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $54,780 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,255 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $90,745 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $124,962 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $147,525 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $166,217 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,020,472 | UnrestrictedBOYAmt |
| Unrestricted EOY | $26,536,707 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $94,683 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $143,830 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,115,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,680,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,262,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,846,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,115,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$983,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,548,815 | OtherIncreasesAmt |
| Subtotal | $26,680,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,680,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $6,055,819 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,421,984 | CostOrOtherBasisAmt |
| Gain Or Loss | $633,835 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $633,835 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $633,835 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $633,835 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,509,160 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,407,557 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107194 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,497,663 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,219,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103126 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,479,192 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,188,069 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091187 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,002,320 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,383,177 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113797 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,307,606 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,267,673 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.121301 | DistributionYr5Rt |
| Total Distribution | 0.536605 | TotalDistributionRt |
| Average Distribution | 0.107321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,790,300 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,660,520 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,096 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,667,616 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,215,635 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,771 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,497 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,268 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,075 | OverpaymentAmt |
| Applied To ES Tax | $5,075 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CONSUMERHEALTHFDN.ORG | WebsiteAddressTxt |
| Individual With Books | KRISTEN CONTE | IndividualWithBooksNm |
| Phone | 2029393390 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 16TH STREET NW SUITE 710 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ROSE | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | CHAIR | 1.00 | $0 | $0 | $0 |
| DEBORAH SMITH | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| ART STEVENS | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| YANIQUE REDWOOD | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | PRESIDENT & CEO | 40.00 | $197,811 | $35,770 | $0 |
| ROBERTA MILMAN | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID ZUCKERMAN | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| ALAN WEIL | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| AYDIN TUNCER | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| SILVIA SALAZAR | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| JACQUELYN LENDSEY | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| TONYA VIDAL-KINLOW | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| DARAKSHAN RAJA | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| WENDY CHUN-HOON | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER KING | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID HARRINGTON | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EDNA PUGEDA | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | SENIOR PROGRAM OFFIC | 35.00 | $90,786 | $22,853 | $0 |
| SHARON ZALEWSKI | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | EXECUTIVE DIRECTOR, | 35.00 | $86,889 | $22,545 | $0 |
| NIVOSOA ROBJHON | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | EXECUTIVE ASSISTANT | 35.00 | $77,439 | $18,809 | $0 |
| KATE LASSO | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | VICE PRESIDENT OF FI | 35.00 | $60,714 | $8,155 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RESOURCES & CONSERVATION CENTER | |||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | LANDLORD | $163,767 |
| RBC WEALTH MANAGEMENT | |||||
| 345 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | INVESTMENT ADVISORY SERVICES | $131,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WASHINGTON AREA COMMUNITY INVESTMENT FUND: A PROGRAM RELATED INVESTMENT WAS MADE TO SUPPORT THE WASHINGTON AREA COMMUNITY INVESTMENT FUND TO SUPPORT ITS WORK IN CREATING ECONOMIC OPPORTUNITIES BY EMPOWERING LOW-TO-MODERATE-INCOME INDIVIDUALS WITH IMPACT CAPITAL DESIGNED TO IMPROVE THEIR LIVES AND LIVELIHOODS. | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | ENTERPRISE COMMUNITY IMPACT NOTE: A PROGRAM RELATED INVESTMENT WAS MADE TO SUPPORT ENTERPRISE COMMUNITY LOAN FUND IN PROVIDING CAPITAL TO HIGH-IMPACT COMMUNITY PROJECTS. | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Total | $200,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,690,238 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $477,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,167,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,167,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $377,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,790,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,239,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,239,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,193 | TotalTaxAmt |
| Distributable Before Adj | $1,225,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,225,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,225,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,015,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $200,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,215,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,215,635 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,225,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,965,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,715,801 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,199,880 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $523,275 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $588,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,992,949 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,215,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,225,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $990,313 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,983,262 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,965,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,017,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,715,801 | ExcessFromYear4Amt |
| Excess From Year3 | $1,199,880 | ExcessFromYear3Amt |
| Excess From Year2 | $523,275 | ExcessFromYear2Amt |
| Excess From Year1 | $588,195 | ExcessFromYear1Amt |
| Excess From Current Year | $990,313 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDNA PUGEDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 16TH STREET NW SUITE 710 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2029393390 | RecipientPhoneNum |
| Recipient Email Address | RIA@CONSUMERHEALTHFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | VISIT WWW.CONSUMERHEALTHFDN.ORG FOR APPLICATION INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONPROFIT ORGANIZATIONS IN THE WASHINGTON DC METRO AREA UNDERTAKING ADVOCACY ON HEALTH JUSTICE AND ACCESS TO QUALITY HEALTHCARE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BREAD FOR THE CITY | |||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | GENERAL OPERATIONS | $25,000 |
| CASA DE MARYLAND | |||||
| 8151 15TH AVE | LANGLEY PARK | MD | 20783 | GENERAL OPERATIONS | $25,000 |
| TIDES FOUNDATIONCENTER FOR WORKING FAMILIES FUND | |||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | GENERAL OPERATIONS | $40,000 |
| CENTREVILLE IMMIGRANT FORUM | |||||
| 5944 CENTREVILLE CREST LANE | CENTREVILLE | VA | 20122 | GENERAL OPERATIONS | $25,000 |
| COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS | |||||
| 1329 E CARY ST 202 | RICHMOND | VA | 23219 | GENERAL OPERATIONS | $30,000 |
| CENTER ON BUDGET AND POLICY PRIORITIESDC FISCAL POLICY INSTITUTE | |||||
| 820 FIRST STREET NE SUITE 750 | WASHINGTON | DC | 20002 | GENERAL OPERATIONS | $25,000 |
| FOOD RESEARCH AND ACTION CENTERDC HUNGER SOLUTIONS | |||||
| 1200 18TH ST NW | WASHINGTON | DC | 20036 | GENERAL OPERATIONS | $25,000 |
| DC PRIMARY CARE ASSOCIATION | |||||
| 1620 I ST NW 300 | WASHINGTON | DC | 20006 | GENERAL OPERATIONS | $30,000 |
| DREAMING OUT LOUD | |||||
| 419 7TH STREET NW 3RD FLOOR | WASHINGTON | DC | 20004 | GENERAL OPERATIONS | $25,000 |
| SOCIAL GOOD FUNDDC FAIR BUDGET COALITION | |||||
| 1419 V ST NW | WASHINGTON | DC | 20009 | GENERAL OPERATIONS | $25,000 |
| IMPACT SILVER SPRING | |||||
| 8807 COLESVILLE RD | SILVER SPRING | MD | 20910 | GENERAL OPERATIONS | $25,000 |
| INSTITUTE FOR PUBLIC HEALTH INNOVATION | |||||
| 1301 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20036 | GENERAL OPERATIONS | $25,000 |
| JEWS UNITED FOR JUSTICE | |||||
| 1100 H ST NW 630 | WASHINGTON | DC | 20005 | GENERAL OPERATIONS | $25,000 |
| LA CLINICA DEL PUEBLO | |||||
| 2831 15TH ST NW | WASHINGTON | DC | 20009 | GENERAL OPERATIONS | $30,000 |
| LEGAL AID JUSTICE CENTER | |||||
| 1000 PRESTON AVENUE SUITE A | CHARLOTTESVILLE | VA | 22903 | GENERAL OPERATIONS | $25,000 |
| MARYLAND CENTER ON ECONOMIC POLICY | |||||
| 1800 N CHARLES ST | BALTIMORE | MD | 21201 | GENERAL OPERATIONS | $25,000 |
| MARYLAND CITIZENS' HEALTH INITIATIVE | |||||
| 2600 ST PAUL ST | BALTIMORE | MD | 21218 | GENERAL OPERATIONS | $25,000 |
| FOOD RESEARCH AND ACTION CENTERMARYLAND HUNGER SOLUTIONS | |||||
| 711 W 40TH ST 360 | BALTIMORE | MD | 21211 | GENERAL OPERATIONS | $25,000 |
| MIRIAM'S KITCHEN | |||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | GENERAL OPERATIONS | $25,000 |
| NATIONAL KOREAN AMEIRICAN SERVICE AND EDUCATION CONSORTIUM | |||||
| 7006 EVERGREEN CT 200 | ANNANDALE | VA | 22003 | GENERAL OPERATIONS | $25,000 |
| PRIMARY CARE COALITION OF MONTGOMERY COUNTY | |||||
| 8757 GEORGIA AVE | SILVER SPRING | MD | 20910 | GENERAL OPERATIONS | $30,000 |
| PROGRESSIVE MARYLAND EDUCATION FUNDPROGRESSIVE MARYLAND | |||||
| 35 UNIVERSITY BLVD E | SILVER SPRING | MD | 20901 | GENERAL OPERATIONS | $25,000 |
| PUBLIC JUSTICE CENTER | |||||
| 1 N CHARLES ST | BALTIMORE | MD | 21201 | GENERAL OPERATIONS | $30,000 |
| PUBLIC JUSTICE CENTER (FILM SCREENING) | |||||
| 1 N CHARLES ST BALTIMORE | BALTIMORE | MD | 21201 | GENERAL OPERATIONS | $1,000 |
| RESTAURANT OPPORTUNITIES CENTER OF WASHINGTON DC | |||||
| 1100 FLORIDA AVE NW 2ND FLOOR | WASHINGTON | DC | 20009 | GENERAL OPERATIONS | $25,000 |
| VIRGINIA ORGANIZINGVIRGINIA COALITION OF LATINO ORGANIZATIONS | |||||
| PO BOX 6120 | ARLINGTON | VA | 22206 | GENERAL OPERATIONS | $25,000 |
| VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY | |||||
| 1716 E FRANKLIN ST | RICHMOND | VA | 23223 | GENERAL OPERATIONS | $25,000 |
| VOICES FOR VIRGINIA'S CHILDREN | |||||
| 1606 SANTA ROSA ROAD SUITE 109 | HENRICO | VA | 23229 | GENERAL OPERATIONS | $30,000 |
| WASHINGTON AIDS PARTNERSHIP SERVICE CORP | |||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | GENERAL OPERATIONS | $3,000 |
| WASHINGTON AIDS PARTNERSHIP | |||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | GENERAL OPERATIONS | $30,000 |
| MANY LANGUAGES ONE VOICE | |||||
| 3166 MOUNT PLEASANT STREET NW | WASHINGTON | DC | 20010 | GENERAL OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $756,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $633,835 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SUBLEASE INCOME | 16 | $58,381 |
| MISCELLANEOUS INCOME | 01 | $909 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $980,624 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $980,624 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EUGENE AND AGNES E MEYER FOUNDATION | ||||||
| 1 | 1250 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | $66,125 | Yes (X) |
| HEALTHCARE INITIATIVE FOUNDATION | ||||||
| 2 | 7910 WOODMONT AVENUE 500 | BETHESDA | MD | 20814 | $17,000 | Yes (X) |
| MORRIS & GWENDOLYN CAFRITZ FOUNDATION | ||||||
| 3 | 1825 K STREET NW | WASHINGTON | DC | 20006 | $35,000 | Yes (X) |
| NORTHERN VIRGINIA HEALTH FOUNDATION | ||||||
| 4 | 1940 DUKE STREET 200 | ALEXANDRIA | VA | 22314 | $32,500 | Yes (X) |
| POTOMAC HEALTH FOUNDATION | ||||||
| 5 | 2296 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | $33,000 | Yes (X) |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES INC | ||||||
| 6 | 2101 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | $55,000 | Yes (X) |
| TIDES FOUNDATION | ||||||
| 7 | 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,341 | Amt |
| Net Investment Income | $6,208 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43,483 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISTRICT OF COLUMBIA DOES NOT REQUIRE A COPY OF THE FEDERAL TAX RETURN. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOMESTIC FIXED INCOME - RBC | BondNm |
| EOY Book Value | $2,530,772 | EOYBookValueAmt |
| EOYFMV | $2,530,772 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC COMMON STOCKS - RBC | $6,727,879 | $6,727,879 |
| FOREIGN STOCKS HELD-RBC | $2,235,651 | $2,235,651 |
| BOSTON TR & WALDEND FUNDS | $1,615,727 | $1,615,727 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRG GROWTH PARTNERSHIP | FMV | $162,821 | $162,821 |
| TIFF PARTNERS EQUITY PARTNERS 2011 | FMV | $420,436 | $420,436 |
| GENERATION IMF | FMV | $6,622,877 | $6,622,877 |
| DBL PARTNERS FUND | FMV | $475,182 | $475,182 |
| F&C | FMV | $1,544,569 | $1,544,569 |
| GOLDENTREE OFFSHORE F FUND | FMV | $39,619 | $39,619 |
| BOSTON COMM INT'L SOCIAL FUND | FMV | $2,010,285 | $2,010,285 |
| REAL ESTATE INVESTMENT TRUST | FMV | $303,437 | $303,437 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,869 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,530 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS: PRI - WACIF | $0 | $100,000 | $100,000 |
| PROGRAM RELATED INVESTMENTS: ENTERPRISE | $0 | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMMUNITY OUTREACH | $198,597 | $0 | $0 | $198,600 |
| FORUMS | $35 | $0 | $0 | $35 |
| OFFICE FUNCTIONS | $40,766 | $0 | $0 | $39,315 |
| MISCELLANEOUS | $7,051 | $0 | $0 | $7,051 |
| COMMUNICATIONS | $1,880 | $0 | $0 | $1,880 |
| INSURANCE | $5,577 | $0 | $0 | $5,577 |
| CAPACITY BUILDING | $63,098 | $0 | $0 | $61,598 |
| PROFESSIONAL DEVELOPMENT | $4,948 | $0 | $0 | $7,948 |
| MEMBERSHIP AND PARTNERSHIP | $33,475 | $0 | $0 | $33,475 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | $3,079 | $0 |
| SUBLEASE INCOME | $58,381 | $58,381 | $0 |
| MISCELLANEOUS INCOME | $909 | $909 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAIN/ (LOSS) | Desc |
| Amt | $4,548,815 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED SECURITY DEPOSIT | Desc |
| BOY Book Value | $90,745 | BOYBookValueAmt |
| EOY Book Value | $124,962 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $177,714 | $177,714 | $0 | $0 |
| CONSULTANT FEES | $96,992 | $0 | $0 | $119,336 |
| PAYROLL SERVICE | $3,229 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $73,607 | $73,607 | $0 | $0 |
| PAYROLL TAXES | $32,440 | $0 | $0 | $32,440 |
Comments