2017-06-29T08:30:36-05:00 2016-12-31 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990PF 2016-01-01 136162575 WALLACE GENETIC FOUNDATION INC % JOAN MURRAY WALL 2029662932 4910 MASSACHUSETTS AVE NW Suite ST WASHINGTON DC 20016 PATRICIA M LEE CO-EXEC. DIRECTOR 2029662932 2017-05-15 true Jeffrey J Schragg P00234543 7038930600 100.36.146.126 54621820171805000000 2017-06-29 P 5402AF1D5B832C5F376756370817DF42BDD1EDE5 5402AF1D5B832C5F376756370817DF42BDD1EDE5 2016 2021-01-29 14:40:06Z X 194073841 X 0 X 3497309 3543711 0 719153 21494129 849026 17092 24022 0 4233554 4416759 0 352471 24673 0 327798 15916 1114 0 14801 39214 19607 0 19607 24587 12293 0 12294 385787 381573 0 0 203481 63381 0 0 2278 0 116686 0 116686 72774 65 0 44130 1213194 502706 0 535316 9200500 9200500 10413694 502706 0 9735816 -6180140 3914053 0 296721 692573 692573 6734851 4124067 4124067 8375 0 0 6674878 4676581 4676581 174466606 184565236 184565236 59644 44260 8831 15384 15384 188190262 194073841 194073841 0 22794 13414 13414 22794 X 188176848 194051047 188176848 194051047 188190262 194073841 188176848 -6180140 12054339 194051047 194051047 PUBLICLY TRADED SECURITIES P 21494129 20645103 849026 849026 849026 false 9682313 184481515 0.052484 9710262 189643235 0.051203 8933255 167746088 0.053255 7656689 157369200 0.048654 12459161 161171183 0.077304 0.2829 0.05658 184469936 10437309 39141 10476450 9735816 78281 78281 78281 100000 100000 21719 21719 false false false false false true true false true true DC NY true false false false false true WWW.WALLACEGENETIC.ORG JOAN MURRAY 2029662932 4910 MASSACHUSETTS AVE NW STE 221 WASHINGTON DC 20016 false false false false true false false false false false false false false false false false false false false false DAVID DOUGLAS 4910 MASSACHUSETTS AVE NW WASHINGTON DC 20016 VP, TREASURE & RESEARCH 3.0 0 0 0 Joan Douglas Murray 4910 MASSACHUSETTS AVE NW WASHINGTON DC 20016 PRESIDENT 25.0 0 0 0 PATRICIA LEE 4910 MASSACHUSETTS AVE NW WASHINGTON DC 20016 CO-EXECUTIVE DIRECTOR 19.0 176228 0 0 Ann D Cornell 4910 MASSACHUSETTS AVE NW WASHINGTON DC 20016 Vice-President Secretary 3.0 0 0 0 Carolyn Sand 4910 MASSACHUSETTS AVE NW WASHINGTON DC 20016 CO-EXECUTIVE DIRECTOR 13.0 176243 0 0 180652712 6614303 12108 187279123 0 187279123 2809187 184469936 9223497 9223497 78281 78281 9145216 9145216 9145216 9735816 0 0 0 0 9735816 9735816 9145216 0 2014 2013 2012 0 877836 789648 336610 610407 2614501 9735816 0 9145216 590600 3205101 0 0 0 0 877836 2327265 789648 336610 610407 590600 JEAN DOUGLAS NA WALLACE GENETIC FOUNDATION 4910 MASSACHUSETTS AVE NW STE 221 WASHINGTON DC 20016 2029662932 APPLICANTS MAY SUBMIT A LETTER OF INQUIRY OR A FULL PROPOSAL. THEY SHOULD VISIT THE FOUNDATION WEBSITE FOR INFORMATION ON APPLICATION POLICIES AND PROCEDURES, WWWW.WALLACEGENETIC.ORG/PROCEDURES.PHP. N/A GRANTS ARE GENERALLY ONLY GIVEN TO PUBLIC CHARITIES. ATTACHMENT 5A 4910 Massachusetts Ave NW WASHINGTON DC 20016 Support 9200500 9200500 14 3497309 18 17092 18 719153 4233554 4233554 false false false false false false false false false false ACCOUNTING FEES 24587 12293 12294 FIXED ASSET DETAIL FIXED ASSET DETAIL COMPUTER EQUIPMENT 4,801 FURNITURE 37,182 ------- TOTAL FIXED ASSETS 41,982 LESS: ACCUM. DEPRECIATION -41,844 ------- NET FIXED ASSETS 139 CURRENT YEAR DEPRECIATION EXPENSE 443 LEGAL FEES 39214 19607 19607 BANK CHARGES 130 65 0 65 EQUIPMENT RENTAL & MAINTENANCE 2194 0 0 2194 INSURANCE 8080 0 0 8080 OFFICE EXPENSES 11004 0 0 11004 BOND AMORTIZATION 28580 0 0 0 DUES AND SUBSCRIPTIONS 15040 0 0 15040 TELEPHONE 7183 0 0 7183 PAYROLL EXPENSES 563 0 0 564 OTHER INCOME 17092 0 0 K-1 partnership income 0 24022 0 UNREALIZED GAIN ON INVESTMENTS 12054339 INVESTMENT FEES-MORGAN STANLEY 239909 243084 0 0 INVESTMENT FEES - BROWN 139599 138489 0 0 CUSTODIAL FEES 6279 0 0 0 PAYROLL TAXES 21745 0 0 0 OTHER TAXES PAID 1580 0 0 0 TAXES PAID ON INVESTMENTS 5356 5356 0 0 FEDERAL TAXES PAID 174800 0 0 0 FOREIGN TAX PAID 0 58025 0 0