MARPAT FOUNDATION INCORPORATED: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARPAT FOUNDATION INCORPORATED (EIN 52-1358159)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349100810
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T08:15:32-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | 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 | 521358159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARPAT FOUNDATION INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD H SCHOENFELD | InCareOfNm |
| Business Name Control | MARP | BusinessNameControlTxt |
| Phone | 2022322112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1080 | AddressLine1Txt |
| City | BRANDYWINE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SCHOENFELD | PersonNm |
| Person Title | ASST. TREASURER | PersonTitleTxt |
| Phone | 2022322112 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.195.210.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 52746520171355000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 483B3F99E9CD71719F6CCAA667530D61A598C20D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 483B3F99E9CD71719F6CCAA667530D61A598C20D | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,005,641 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $381 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $381 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $737,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,792,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $737,052 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $787,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $787,163 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,406 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,406 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,482 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,241 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,241 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,385 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,385 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,279 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,423 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $142,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $142,102 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $209,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $157,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,447,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,447,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,656,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,604,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,869,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $742,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,850,978 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,003,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,003,555 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,650,719 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,509 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,086 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,086 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,511,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,005,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,005,641 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,511,206 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,005,641 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,511,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,005,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,511,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,005,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,511,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,869,299 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,641,907 | SubtotalAmt |
| Other Decreases | $636,266 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,005,641 | 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 |
| Acquired | 2015-01-01 | AcquiredDt |
| Sold | 2016-12-31 | SoldDt |
| Gross Sales Price | $4,792,036 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,055,333 | CostOrOtherBasisAmt |
| Gain Or Loss | $736,703 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $736,703 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $737,052 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,469,554 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,590,052 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.28749 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,101,120 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,347,686 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.332137 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,951,367 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,636,905 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.269959 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,889,781 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,017,424 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.228576 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,933,983 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,141,473 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.195318 | DistributionYr5Rt |
| Total Distribution | 1.31348 | TotalDistributionRt |
| Average Distribution | 0.262696 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,209,578 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,631,231 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,423 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,638,654 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,604,134 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,423 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,423 | SubtotalAmt |
| Tax Based On Investment Income | $7,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,508 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,508 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,085 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,085 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.foundationcenter.org/grantmaker/marpat/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD H SCHOENFELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019514455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WISCONSIN CIRCLE 910 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| SAMUEL N STOKES | ||||||||
| PO BOX 1080 | BRANDYWINE | MD | 20613 | PRESIDENT/DIRECTOR | 12.0 | $0 | $0 | $0 |
| CHRISTINE MINTER-DOWD | ||||||||
| PO BOX 1080 | BRANDYWINE | MD | 20613 | VICE PRESIDENT/DIRECTOR | 4.0 | $0 | $0 | $0 |
| ARTHUR A WARREN | ||||||||
| PO BOX 1080 | BRANDYWINE | MD | 20613 | TREASURER/DIRECTOR | 4.0 | $0 | $0 | $0 |
| SHERRILL M HOUGHTON | ||||||||
| PO BOX 1080 | BRANDYWINE | MD | 20613 | ASSISTANT SECRETARY/DIRECTOR | 4.0 | $0 | $0 | $0 |
| JOY DRACHMAN | ||||||||
| PO BOX 1080 | BRANDYWINE | MD | 20613 | SECRETARY/DIRECTOR | 4.0 | $1,406 | $0 | $0 |
| RICHARD SCHOENFELD | ||||||||
| PO BOX 1080 | BRANDYWINE | MD | 20613 | ASST. TREASURER | 4.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,310,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,993,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,304,140 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,304,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,209,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $310,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $310,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,423 | TotalTaxAmt |
| Distributable Before Adj | $303,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $303,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $303,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,604,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,604,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,423 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,596,711 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $303,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,948,551 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,052,308 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,252,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,510,324 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,055,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,819,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,604,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $303,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,301,078 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,120,550 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,948,551 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,171,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,052,308 | ExcessFromYear4Amt |
| Excess From Year3 | $3,252,722 | ExcessFromYear3Amt |
| Excess From Year2 | $3,510,324 | ExcessFromYear2Amt |
| Excess From Year1 | $2,055,567 | ExcessFromYear1Amt |
| Excess From Current Year | $2,301,078 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Accokeek Foundation | |||||||
| 3400 Bryan Point Road | Accokeek | MD | 20607 | N/A | PC | Environmental | $20,000 |
| Community Services Agency of the MWC AFL-CIO | |||||||
| 888 16th Street NW Ste 520 | Washington | DC | 20006 | N/A | PC | Social Services | $50,000 |
| Amherst College Trustees | |||||||
| PO Box 5000 | Amherst | MA | 01002 | N/A | PC | Art/Culture | $20,000 |
| Anacostia Waterfront Trust | |||||||
| 1156 15th St NW Ste 600 | Washington | DC | 20005 | N/A | PC | Environmental | $150,000 |
| Anacostia Watershed Society | |||||||
| 4302 Baltimore Avenue | Bladensburg | MD | 20710 | N/A | PC | Environmental | $40,000 |
| Audubon Naturalist Society | |||||||
| 8940 Jones Mill Road | Chevy Chase | MD | 20815 | N/A | PC | Environmental | $10,000 |
| Bright Beginnings Inc | |||||||
| 128 M Street NW Ste 150 | Washington | DC | 20001 | N/A | PC | Youth Services | $40,000 |
| Building Bridges Across the River | |||||||
| 1901 Mississippi Avenue SE | Washington | DC | 20020 | N/A | PC | Social Services | $75,000 |
| C&O Canal Trust Inc | |||||||
| 1850 Dual Highway Ste 100 | Hagerstown | MD | 21740 | N/A | PC | Historic Preservation | $50,000 |
| Calvary Women's Services Inc | |||||||
| 1217 Good Hope Road SE | Washington | DC | 20020 | N/A | PC | Social Services | $35,000 |
| Capital Fringe Inc | |||||||
| 607 New York Avenue NW | Washington | DC | 20001 | N/A | PC | Art/Culture | $30,000 |
| Chesapeake Bay Trust | |||||||
| 60 West Street Ste 405 | Annapolis | MD | 21401 | N/A | PC | Environmental | $30,000 |
| Chesapeake Legal Alliance | |||||||
| 69 Franklin Street | Annapolis | MD | 21401 | N/A | PC | Environmental | $25,000 |
| Christ House | |||||||
| 1717 Columbia Road NW | Washington | DC | 20009 | N/A | PC | Social Services | $15,000 |
| Cultural Data Project (dba Data Arts) | |||||||
| 400 Market Street Ste 600 | Philadelphia | PA | 19106 | N/A | PC | Art/Culture | $15,000 |
| DC Appleseed Center for Law and Justice | |||||||
| 1111 14th Street NW Ste 510 | Washington | DC | 20005 | N/A | PC | Environmental | $30,000 |
| DC Campaign to Prevent Teen Pregnancy | |||||||
| 1101 Fifteenth Street NW Ste 1212B | Washington | DC | 20005 | N/A | PC | Family Planning | $30,000 |
| DC Creative Writiing Workshop | |||||||
| 601 Mississippi Avenue SE | Washington | DC | 20032 | N/A | PC | Youth Services | $10,000 |
| Earthjustice | |||||||
| 50 California Street Ste 500 | San Francisco | CA | 94111 | N/A | PC | Environmental | $20,000 |
| EarthReports (dba Patuxent Riverkeeper) | |||||||
| 17412 Nottingham Road | Upper Marlboro | MD | 20772 | N/A | PC | Environmental | $35,000 |
| Employment Justice Center | |||||||
| 1413 K Street NW 5th Fl | Washington | DC | 20005 | N/A | PC | Social Services | $75,000 |
| Environmental Film Festival in the Nation's Capita | |||||||
| 1228 31st Street NW | Washington | DC | 20007 | N/A | PC | Environmental | $13,000 |
| Fair Chance | |||||||
| 2001 S Street NW Ste 310 | Washington | DC | 20009 | N/A | PC | Social Services | $50,000 |
| Father McKenna Center Inc | |||||||
| 19 Eye Street NW | Washington | DC | 20001 | N/A | PC | Social Services | $55,000 |
| The Fishing School Inc | |||||||
| 4737 Meade Street NE | Washington | DC | 20019 | N/A | PC | Youth Services | $50,000 |
| Friends of Peirce Mill Inc | |||||||
| 2036 Pierce Mill Road NW | Washington | DC | 20010 | N/A | PC | Historic Preservation | $10,000 |
| Friends of the National Arboretum | |||||||
| 3501 New York Avenue NE | Washington | DC | 20002 | N/A | PC | Youth Services | $50,000 |
| GALA (Grupo de Artistas Latino Americanos) | |||||||
| PO Box 43209 | Washington | DC | 20010 | N/A | PC | Art/Culture | $40,000 |
| Higher Achievement Program Inc | |||||||
| 1750 Columbia Road NW | Washington | DC | 20009 | N/A | PC | Youth Services | $30,000 |
| Historical Society of Washington DC | |||||||
| 801 K Street NW | Washington | DC | 20001 | N/A | PC | Historic Preservation | $50,000 |
| Homeless Children's Playtime Project | |||||||
| 1525 Newton Street NW | Washington | DC | 20010 | N/A | PC | Youth Services | $40,000 |
| International Student House | |||||||
| 1825 R Street NW | Washington | DC | 20009 | N/A | PC | Diplomacy | $25,000 |
| Jefferson Patterson Park and Museum | |||||||
| 10115 MacKall Road | Saint Leonard | MD | 20685 | N/A | PC | Historic Preservation | $75,000 |
| Karuna Center for Peacebuilding | |||||||
| 447 West Street | Amherst | MA | 01002 | N/A | PC | Diplomacy | $30,000 |
| La Clinica del Pueblo | |||||||
| 2831 15th Street NW | Washington | DC | 20009 | N/A | PC | Family Planning | $50,000 |
| Land Trust Alliance | |||||||
| 1660 L St NW Ste 1100 | Washington | DC | 20036 | N/A | PC | Environmental | $300,000 |
| Latin American Youth Center | |||||||
| 1419 Columbia Road NW | Washington | DC | 20009 | N/A | PC | Youth Services | $50,000 |
| Life Pieces to Masterpieces Inc | |||||||
| 5600 Eads Street NE | Washington | DC | 20019 | N/A | PC | Youth Services | $20,000 |
| Mary's Center for Maternal & Child Care | |||||||
| 2333 Ontario Road NW | Washington | DC | 20009 | N/A | PC | Family Planning | $50,000 |
| Old Salem Inc | |||||||
| 600 S Main Street | Winston Salem | NC | 27101 | N/A | PC | Historic Preservation | $30,000 |
| The Phillips Collection | |||||||
| 1600 Twenty-First Street NW | Washington | DC | 20009 | N/A | PC | Art/Culture | $25,000 |
| The Posse Foundation Inc | |||||||
| 14 Wall Street Ste 8A-60 | New York | NY | 10005 | N/A | PC | Youth Services | $50,000 |
| Post-Classical Ensemble Inc | |||||||
| 5104 44th Street NW | Washington | DC | 20016 | N/A | PC | Art/Culture | $50,000 |
| Potomac Riverkeeper Inc | |||||||
| 1615 M Street NW 2nd Fl | Washington | DC | 20036 | N/A | PC | Environmental | $40,000 |
| Project Create | |||||||
| 2401 Virginia Avenue NW | Washington | DC | 20037 | N/A | PC | Youth Services | $25,000 |
| Pyramid Atlantic Inc | |||||||
| 8230 Georgia Avenue | Silver Spring | MD | 20910 | N/A | PC | Art/Culture | $35,000 |
| River Network | |||||||
| 434 NW Sixth Avenue Ste 304 | Portland | OR | 97209 | N/A | PC | Environmental | $17,000 |
| Rock Creek Conservancy Inc | |||||||
| 4825 Cordell Avenue Ste 200 | Bethesda | MD | 20814 | N/A | PC | Environmental | $25,000 |
| Round House Theatre Inc | |||||||
| 4545 East West Highway | Bethesda | MD | 20814 | N/A | PC | Art/Culture | $40,000 |
| Signature Theatre Inc | |||||||
| 4200 Campbell Avenue | Arlington | VA | 22206 | N/A | PC | Art/Culture | $60,000 |
| Tech Impact | |||||||
| 2001 S STREET NW STE 630 | WASHINGTON | DC | 20009 | NA | PC | Social Services | $40,000 |
| Urban Ed Inc | |||||||
| 2041 MLK Jr Avenue SE Ste M-2 | Washington | DC | 20020 | N/A | PC | Education | $40,000 |
| USICOMOS | |||||||
| 1307 New Hampshire Avenue NW | Washington | DC | 20036 | N/A | PC | Historic Preservation | $20,000 |
| West Virginia Rivers Coalition Inc | |||||||
| 3501 Maccorkle Ave Ste 129 | Charleston | WV | 23504 | N/A | PC | Environmental | $40,000 |
| Woolly Mammoth Theatre Company | |||||||
| 641 D Street NW | Washington | DC | 20004 | N/A | PC | Art/Culture | $67,000 |
| World Arts Focus (dba Joe's Movement Emp) | |||||||
| 3309 Bunker Hill Road | Mount Rainier | MD | 20712 | N/A | PC | Art/Culture | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,447,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $381 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $737,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $787,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $787,163 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOND BEEBE, PC | |||
| FINANCIAL STATEMENT REVIEW AND | |||
| FORM 990-PF PREPARATION | $14,770 | $7,385 | $7,385 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| JOY DRACHMAN |
| PROVIDED SERVICES IN REGARDS TO WARDS 7 & 8 REPORT FOR WRITING AND WORKING WITH THE EDITOR AND PUBLICATION DESIGNER. JOY HAS EXTENSIVE EXPERTISE IN SOCIAL SERVICE ORGANIZATIONS AND THE RATE OF PAY FOR HER SERVICES ARE DEEMED REASONABLE. |
| RICHARD SCHOENFELD |
| RICHARD SCHOENFELD IS THE PRESIDENT OF INTERVEST, LTD ("LTD"), WHICH PROVIDES INVESTMENT ADVISORY AND BOOKKEEPING SERVICES TO MARPAT. ALL FEES ARE PAID TO THE "LTD" ARE FOR PROFESSIONAL SERVICES PROVIDED TO THE FOUNDATION AND UNDER IRC SECTION 6652 ARE CONSIDERED REASONABLE AND NOT SUBJECT TO THE SELF-DEALING EXCISE TAX. |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8681.602 AM BEACON INTL | FMV | $0 | $0 |
| 1977.089 COLUMBIA ACORN INTL | FMV | $0 | $0 |
| 6876.446 FMI LARGE CAP | FMV | $0 | $0 |
| 1675.911 HARBOR CAP APP INS | FMV | $0 | $0 |
| 1718.989 HARBOR INTL INS | FMV | $0 | $0 |
| 3714.276 JENSEN QUAL GROWTH | FMV | $0 | $0 |
| 10637.81 JH DIS VALUE MD CAP | FMV | $0 | $0 |
| 41100.412 NW INTM BOND | FMV | $0 | $0 |
| 3436.019 ODYSSEY AGG GROWTH | FMV | $0 | $0 |
| 3836.435 ODYSSEY GROWTH | FMV | $0 | $0 |
| 53862.097 PIMCO LOW DUR | FMV | $0 | $0 |
| 3408.033 PRICE EQU INC | FMV | $0 | $0 |
| 32.158 PRICE SM CAP STOCK FD | FMV | $0 | $0 |
| 3749.892 PRICE SM CAP VALUE FD | FMV | $0 | $0 |
| 2250.237 SOUND SHORE FUND | FMV | $0 | $0 |
| 2739.973 VAN 500 INDEX ADM | FMV | $0 | $0 |
| 2952.028 VAN EXTM INDEX ADM | FMV | $0 | $0 |
| 2111.45 VAN GROWTH INDEX ADM | FMV | $0 | $0 |
| 36166.708 VAN HI YIELD ADM | FMV | $0 | $0 |
| 1148.449 VAN INTL GROWTH ADM | FMV | $0 | $0 |
| 4235.439 VAN INTL INDEX ADM | FMV | $0 | $0 |
| 44329.411 VAN INTM INVGR ADM | FMV | $0 | $0 |
| 50218.14 VAN SH INVGR ADM | FMV | $0 | $0 |
| 1490.642 VAN WINDSOR II ADM | FMV | $0 | $0 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SALE OF SECURITIES | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LARS ETZKORN LAW PLLC | |||
| LEGAL SERVICES AND | |||
| CONSULTING, CORRESPONDENCE, | |||
| AND DRAFTING DOCUMENTS | $8,482 | $4,241 | $4,241 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $9,509 | BOYBookValueAmt |
| EOY Book Value | $2,086 | EOYBookValueAmt |
| EOYFMV | $2,086 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $636,266 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TABULATING AND SECRETARIAL | $32,875 | $32,875 |
| CONSULTING FEES | $62,785 | $62,785 |
| SUBSCRIPTIONS/DUES | $26,000 | $26,000 |
| BOARD MEETING EXPENSES | $10,592 | $10,592 |
| OFFICE SUPPLIES & EXPENSES | $8,710 | $8,710 |
| INSURANCE | $836 | $836 |
| BANK CHARGES | $304 | $304 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY AND | |||
| CUSTODIAL FEES: | |||
| INTERVEST LTD | $10,000 | $10,000 | |
| PRUDENT MGT ASSOCIATES | $23,279 | $23,279 | |
| BOOKKEEPING FEES: | |||
| INTERVEST LTD | $2,000 | $2,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME EXCISE TAX | CategoryTxt |
| Amt | $7,423 | Amt |
Comments