THE HANLEY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE HANLEY FOUNDATION (EIN 52-2204367)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201701329349101680
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T12:30:55-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8219 Leesburg Pike Suite 800 | AddressLine1Txt |
| City | Tysons | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522204367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANL | BusinessNameControlTxt |
| Phone | 2027505530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1228 31ST STREET NW 2ND FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Hanley | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027505530 | PhoneNum |
| Signature | 2017-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Hottle | PreparerPersonNm |
| PTIN | P00632650 | PTIN |
| Phone | 7039238300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.173.137.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-28 | IPDt |
| IP Tm | 12:18:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 067ED3CB0CAACBE94B39DC492D0F7FA5B2AE7028 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,007,897 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $122,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,858 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,858 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $357,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $357,014 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $80 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $40 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $40 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,818 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $33,223 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,223 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,968 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,826 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,142 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $373,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $373,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $426,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,180 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,378 | CashBOYAmt |
| Cash EOY | $17,283 | CashEOYAmt |
| Cash EOYFMV | $17,283 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,611,220 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,560,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,990,614 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,647,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,577,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,007,897 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,647,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,577,963 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,647,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,577,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,647,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,577,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,647,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,635 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,577,963 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,577,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $400,000 | $263,635 | $136,365 | $136,365 | |
| Capital Gains Dividends | $98,493 | $98,493 | $98,493 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,858 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $377,537 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,437,618 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058645 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $401,961 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,852,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,682 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,988,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050545 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $306,364 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,084,137 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050355 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $231,558 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,048,109 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038286 | DistributionYr5Rt |
| Total Distribution | 0.256487 | TotalDistributionRt |
| Average Distribution | 0.051297 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,017,687 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $308,689 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $312,151 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $412,555 | 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 | $3,462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,080 | TotalPaymentsAndCreditsAmt |
| Overpayment | $618 | OverpaymentAmt |
| Applied To ES Tax | $618 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ELLEN MCMACKIN | IndividualWithBooksNm |
| Phone | 2027505530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1228 31ST STREET NW 2ND FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J HANLEY | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHRYN J HANLEY | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ELLEN MCMACKIN | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,017,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,109,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,109,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,017,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,462 | TotalTaxAmt |
| Distributable Before Adj | $297,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $297,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $297,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,555 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $412,555 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,462 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $409,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $232,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $309,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $304,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,036 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,776 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $978,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $297,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,133 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,093,445 | 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 | $232,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $860,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $309,000 | ExcessFromYear4Amt |
| Excess From Year3 | $304,000 | ExcessFromYear3Amt |
| Excess From Year2 | $69,036 | ExcessFromYear2Amt |
| Excess From Year1 | $63,776 | ExcessFromYear1Amt |
| Excess From Current Year | $115,133 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF GREATER WASHINGTON | |||||||
| 8380 COLESVILLE ROAD SUITE 600 | SILVER SPRING | MD | 20910 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $36,000 | |
| BREAD FOR THE CITY | |||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20001 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| Bullis School | |||||||
| 10601 Falls Road | POTOMAC | MD | 20854 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $11,000 | |
| CAPITAL PARTNERS FOR EDUCATION | |||||||
| 1413 K STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $25,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $50,000 | |
| Chicago Voyagers | |||||||
| 318 N Elmwood Lane | PALATINE | IL | 60067 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| DC CENTRAL KITCHEN | |||||||
| 425 2ND STREET NW | WASHINGTON | DC | 20001 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $10,500 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | |
| Edible Schoolyard NYC | |||||||
| 55 Washington Street Suite 257 | BROOKLYN | NY | 11201 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| FEJ-USA | |||||||
| 1730 South Federal Highway Box 224 | DELRAY BEACH | FL | 33483 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $50,000 | |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $35,000 | |
| GRATITUDE CENTER | |||||||
| C/O MR GREGORY HARMON 2228 LAWTON | SAN FRANCISCO | CA | 94122 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $10,000 | STREET |
| INNER CITYINNER CHILD - DUMBARTON SERIES | |||||||
| 3133 DUMBARTON STREET NW | WASHINGTON | DC | 20007 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| Inspiration Corporation | |||||||
| 4554 N Broadway Suite 207 | CHICAGO | IL | 60640 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| INTERNATIONAL WOMEN'S HEALTH COALITION | |||||||
| 333 SEVENTH AVENUE 6TH FLOOR | NEW YORK | NY | 10001 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $7,000 | |
| Marin Academy | |||||||
| 1600 Mission Avenue | SAN RAFAEL | CA | 94901 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $4,000 | |
| MARIN HORIZON SCHOOL | |||||||
| 305 MONTFORD AVENUE | MILL VALLEY | CA | 94941 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,500 | |
| MARTHA'S TABLE | |||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $21,000 | |
| NATIONAL CAPITAL POISON CENTER | |||||||
| 3201 NEW MEXICO AVENUE | WASHINGTON | DC | 20016 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $500 | |
| Oceana | |||||||
| 1350 Connecticut Avenue | WASHINGTON | DC | 20036 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | |
| OMPRAKASH FOUNDATION | |||||||
| 2311 N 45TH STREET | SEATTLE | WA | 98103 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | |
| Rainforest Foundation | |||||||
| 1000 Dean Street Suite 430 | BROOKLYN | NY | 11238 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | |
| ROOTS AND BRANCHES CONSERVANCY | |||||||
| 331 CARRERA DRIVE | MILL VALLEY | CA | 94941 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $1,500 | |
| Skid Row Housing Trust | |||||||
| 1317 E 7th Street | LOS ANGELES | CA | 90021 | 501(C)4 | TO FULFILL THE CHARITABLE PURPOSE | $25,000 | |
| Slide Ranch | |||||||
| 2025 Shoreline Highway | MUIR BEACH | CA | 94965 | 501(C)5 | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| Surfrider Foundation | |||||||
| PO Box 6010 | SAN CLEMENTINE | CA | 92674 | 501(C)6 | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | |
| WASHINGTON LAWYERS COMMITTEE | |||||||
| 11 DUPONT CIRCLE NW SUITE 400 | WASHINGTON | DC | 20036 | 501(C)8 | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| WENDT CENTER FOR LOSSHEALING | |||||||
| 730 11TH STREET NW THIRD FLOOR | WASHINGTON | DC | 20001 | 501(C)9 | TO FULFILL THE CHARITABLE PURPOSE | $45,000 | |
| Wildlife Conservation Society | |||||||
| 2300 Southern Boulevard | BRONX | NY | 10460 | 501(C)10 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $373,000 | 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 | $122,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $234,858 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $357,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $357,014 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTL EQUITY INDEX | $435,497 | $397,461 |
| THE IRONBRIDGE FRONTEGRA SMID | $38,100 | $45,928 |
| VANGUARD INDEX TRUST 500 PORTF | $422,695 | $729,580 |
| LONGLEAF PARTNERS FED | $582,984 | $550,663 |
| TOUCHSTONE SANDS CAPITAL | $530,182 | $517,482 |
| ROWE T PRICE NEW ERA | $378,646 | $325,272 |
| DREYFUS INSTITUTIONAL RESERVES | $13,284 | $13,284 |
| VANGUARD DEVELOPED MKT INDEX | $865,418 | $1,112,524 |
| TWEEDY BROWNE FD INC GLOBAL | $501,790 | $545,685 |
| VANGUARD TOTAL BOND MARKET INDEX FUND | $1,792,084 | $1,752,735 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $80 | LegalFeesAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE | $2,679 | $1,339 | $1,340 |
| BANK CHARGES | $104 | $52 | $52 |
| INVESTMENT FEES | $3,435 | $3,435 | $0 |
| PARKING | $2,750 | $0 | $2,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,818 | $3,818 | $0 |
| FEDERAL TAX | $3,260 | $0 | $0 |