BETA

THE MILLER-WEHRLE FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE MILLER-WEHRLE FAMILY FOUNDATION (EIN 20-8091563)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-29
IRS object ID
201833029349100813
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-29T13:23:19-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520901831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSS LANGAN & MCKENDREE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17900 WESTPARK DR STE T420AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208091563EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MILLER-WEHRLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone2022447056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW B MILLERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2022447056PhoneNum
Signature2018-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLETTE CAHILLPreparerPersonNm
PTINP00176033PTIN
Phone7038932660PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.82.213.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-25IPDt
IP Tm09:00:47IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB602D594AFD2B0B327E07A06F36CA6A7E42546D0AtSubmissionCreationDeviceId
At Submission Filing Device IdB602D594AFD2B0B327E07A06F36CA6A7E42546D0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,664,725FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,289InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,289InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$72,537DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,537DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$65,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,189,478GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,551CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,017OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,017OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$168,394TotalRevAndExpnssAmt
Total Net Invst Incm$168,394TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,694AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,481OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,481OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,175TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,481TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$249,175TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,481TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$80,781ExcessRevenueOverExpensesAmt
Net Investment Income$122,913NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$281,779SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$147,953SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$147,953SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,695,011CorporateStockBOYAmt
Corporate Stock EOY$3,193,134CorporateStockEOYAmt
Corporate Stock EOYFMV$3,193,134CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,283,825CorporateBondsBOYAmt
Corporate Bonds EOY$1,323,638CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,323,638CorporateBondsEOYFMVAmt
Total Assets BOY$4,260,615TotalAssetsBOYAmt
Total Assets EOY$4,664,725TotalAssetsEOYAmt
Total Assets EOYFMV$4,664,725TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,260,615UnrestrictedBOYAmt
Unrestricted EOY$4,664,725UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,260,615TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,664,725TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,260,615TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,664,725TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,260,615TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$80,781ExcessRevenueOverExpensesAmt
Other Increases$484,891OtherIncreasesAmt
Subtotal$4,664,725SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,664,725TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST SECURITY SALESP$548,264$541,616$6,648$6,648
LT SECURITY SALESP$638,987$582,311$56,676$56,676
ARDEN SAGEP$116$116$116
ARDEN SAGEP$2,111$2,111$2,111
FieldValueIRS element (for citing)
Capital Gain Net Income$65,551CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$190,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,243,264NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044777DistributionYr1Rt
Adjusted Qlfy Distri Yr2$258,987AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,676,159NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055385DistributionYr2Rt
Adjusted Qlfy Distri Yr3$240,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,901,727NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049064DistributionYr3Rt
Adjusted Qlfy Distri Yr4$236,428AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,529,635NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052196DistributionYr4Rt
Adjusted Qlfy Distri Yr5$238,773AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,541,800NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052572DistributionYr5Rt
Total Distribution0.253994TotalDistributionRt
Average Distribution0.050799AverageDistributionRt
Net Vl Noncharitable Assets$4,506,707NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$228,936AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,229NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$230,165AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,458InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,458SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,458TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,905EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,905TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,447OverpaymentAmt
Applied To ES Tax$2,447AppliedToESTaxAmt
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
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022447056PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH M WEHRLE
5448 33RD STREET NWWASHINGTONDC20015PRESIDENT/TREASURER1.00$0$0$0
MATTHEW B MILLER
5448 33RD STREET NWWASHINGTONDC20015VICE PRESIDENT/SECRETARY4.00$0$0$0
COLIN A MILLER
3031 36TH STREET APT 2ASTORIANY11103DIRECTOR0.25$0$0$0
E LIAM MILLER
410 WINDY HILL FARM LANECENTREVILLEMD21617DIRECTOR0.25$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$4,362,487AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$212,850AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,575,337TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,575,337AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,630CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,506,707NetVlNoncharitableAssetsAmt
Minimum Investment Return$225,335MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$225,335MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,458TaxBasedOnInvestmentIncomeAmt
Total Tax$2,458TotalTaxAmt
Distributable Before Adj$222,877DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$222,877DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$222,877DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$222,877DistributableAsAdjustedAmt
Undistributed Income PY$196,231UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt
Applied To Year1$196,231AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,769AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$219,108UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELIZABETH M WEHRLEContributingManagerNm
Contributing ManagerMATTHEW B MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AN OPEN BOOK FOUNDATION
3215 MORRISON ST NWWASHINGTONDC20015NONEPCUNRESTRICTED$5,000
APPALACHIAN VOICES
589 WEST KING STREETBOONENC28607NONEPCUNRESTRICTED$5,000
BLACK ALLIANCE FOR JUST IMMIGRATION (BAJI)
660 NORSTRAND AVENUEBROOKLYNNY11216NONEPCUNRESTRICTED$5,000
CAPITAL AREA IMMIGRANTS' RIGHTS COALITION
1612 K ST NW SUITE 204WASHINGTONDC20006NONEPCUNRESTRICTED$10,000
CASA DE MARYLAND
8151 15TH AVENUEHYATTSVILLEMD20783NONEPCUNRESTRICTED$10,000
CENTER FOR GLOBAL DEVELOPMENT
2055 L ST NW FIFTH FLOORWASHINGTONDC20036NONEPCUNRESTRICTED$5,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403NONEPCUNRESTRICTED$5,000
CHESTER RIVER ASSOCIATION
400 S CROSS ST STE 2CHESTERTOWNMD21620NONEPCUNRESTRICTED$5,000
COALITION FOR IMMOKALEE WORKERS
PO BOX 603IMMOKALEEFL34143NONEPCUNRESTRICTED$10,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE 2ND FLOORNEW YORKNY100015004NONEPCUNRESTRICTED$20,000
FREE MINDS BOOK CLUB & WRITING
2201 P ST NWWASHINGTONDC20037NONEPCUNRESTRICTED$5,000
HIPS
906 H STREET NEWASHINGTONDC20002NONEPCUNRESTRICTED$5,000
MIRIAM'S KITCHEN
2401 VIRGINIA AVE NWWASHINGTONDC20037NONEPCUNRESTRICTED$5,000
NATIONAL DOMESTIC WORKERS ALLIANCE
243 5TH AVENUE MAILBOX 257NEW YORKNY10016NONEPCUNRESTRICTED$10,000
OXFAM AMERICA
226 CAUSEWAY ST 5TH FLBOSTONMA021142206NONEPCUNRESTRICTED$20,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942NONEPCUNRESTRICTEDUNRESTRICTED$5,000
PICKERING CREEK AUDUBON CENTER
11450 AUDUBON LANEEASTONMD21061NONEPCUNRESTRICTED$5,000
POTOMAC RIVERKEEPER NETWORK
3070 M STREET NWWASHINGTONDC20007NONEPCUNRESTRICTED$5,000
PROJECT CREATE
2401 VIRGINIA AVE NWWASHINGTONDC20037NONEPCUNRESTRICTED$5,000
SEXUAL MINORITY YOUTH ASSISTANCE LEAGUE
410 7TH ST SEWASHINGTONDC200032707NONEPCUNRESTRICTED$5,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONEPCUNRESTRICTED$10,000
SYLVIA RIVERA LAW PROJECT
147 W 24TH ST 5TH FLNEW YORKNY10011NONEPCUNRESTRICTED$15,000
USA FOR UNHCR
PO BOX 97114WASHINGTONDC20006NONEPCUNRESTRICTED$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,289ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,537ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$9,017ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$65,551ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$168,394ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$168,394TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,694Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationWASHINGTON DC DOES NOT REQUIRE A PRIVATE FOUNDATION TO FURNISH A COPY OF THE 990-PF TO THE ATTORNEY GENERAL OR DESIGNATE.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$1,323,638EOYBookValueAmt
EOYFMV$1,323,638EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS & MUTUAL FUNDSStockNm
EOY Book Value$3,193,134EOYBookValueAmt
EOYFMV$3,193,134EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM PARTNERSHIPS$53$53$53
OTHER INCOME MS 27073$8,963$8,963$8,963
OTHER INCOME FROM MS 024161$1$1$1

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NON DIVIDEND DISTRIBUTIONS$1,043
CHANGE IN FMV$483,848

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$45,481Amt
Net Investment Income$45,481NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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