MCADAMS FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MCADAMS FOUNDATION (EIN 54-1967451)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201731359349101043
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T10:42:47-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541967451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCADAMS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O STERLING FOUNDATION MANAGEMENT LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCADBusinessNameControlTxt
Phone7034379720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE NO 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLLOYD MCADAMSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7034379720PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY B BONDROFF CPAPreparerPersonNm
PTINP00087387PTIN
Phone4103565900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.67.46.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-15IPDt
IP Tm10:33:51IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id15242714D397B573A94381D59098BEBCB755C793AtSubmissionCreationDeviceId
At Submission Filing Device IdF21DBD4368D9C35989C3FE7D65BD1354CFEBDD87AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$767,950FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$46,165DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,165DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$402NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$402GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$402CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$46,567TotalRevAndExpnssAmt
Total Net Invst Incm$46,567TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$7,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,744OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$442TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$28OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,744TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,095TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,869TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,472ExcessRevenueOverExpensesAmt
Net Investment Income$45,067NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$197,885CashBOYAmt
Cash EOY$149,277CashEOYAmt
Cash EOYFMV$149,277CashEOYFMVAmt
Corporate Stock BOY$497,232CorporateStockBOYAmt
Corporate Stock EOY$563,312CorporateStockEOYAmt
Corporate Stock EOYFMV$618,673CorporateStockEOYFMVAmt
Total Assets BOY$695,117TotalAssetsBOYAmt
Total Assets EOY$712,589TotalAssetsEOYAmt
Total Assets EOYFMV$767,950TotalAssetsEOYFMVAmt
Other Liabilities BOY$25OtherLiabilitiesBOYAmt
Other Liabilities EOY$25OtherLiabilitiesEOYAmt
Total Liabilities BOY$25TotalLiabilitiesBOYAmt
Total Liabilities EOY$25TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$695,092UnrestrictedBOYAmt
Unrestricted EOY$712,564UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$695,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$712,564TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$695,117TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$712,589TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$695,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,472ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$712,564SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$712,564TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$402GrossSalesPriceAmt
Gain Or Loss$402GainOrLossAmt
Gains Minus Excess Or Losses$402GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$402CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,958AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$718,862NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.024981DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,826AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$827,157NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055402DistributionYr2Rt
Adjusted Qlfy Distri Yr3$58,848AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$807,122NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.072911DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,793AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$858,885NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064960DistributionYr4Rt
Adjusted Qlfy Distri Yr5$43,713AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$764,240NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057198DistributionYr5Rt
Total Distribution0.275452TotalDistributionRt
Average Distribution0.055090AverageDistributionRt
Net Vl Noncharitable Assets$711,249NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,183AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$451NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,634AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,869QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$901InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$901SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$901TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Tax Due$401TaxDueAmt

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
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTERLING FOUNDATION MANAGEMENTIndividualWithBooksNm
Phone7034379720PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE STE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LLOYD MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191PRES/SEC/TREAS/DIR1.00$0$0$0
JOSEPH E MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191DIRECTOR1.00$0$0$0
DAVID L MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191DIRECTOR1.00$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$577,611AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$144,469AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$722,080TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$722,080AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,831CashDeemedCharitableAmt
Net Vl Noncharitable Assets$711,249NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,562MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,562MinimumInvestmentReturnAmt
Tax Based On Investment Income$901TaxBasedOnInvestmentIncomeAmt
Total Tax$901TotalTaxAmt
Distributable Before Adj$34,661DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,661DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,661DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,869ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,869QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,869AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,661DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,323ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,846ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,172ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,022ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$44,363TotalExcessDistributionCyovAmt
Qualifying Distributions$25,869QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,869AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$8,792ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,792ExcessDistributionCyovAppCYAmt
Total Corpus$35,571TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$35,571ExcessDistriCyovToNextYrAmt
Excess From Year4$11,377ExcessFromYear4Amt
Excess From Year3$19,172ExcessFromYear3Amt
Excess From Year2$5,022ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLLOYD MCADAMSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTERLING FOUNDATION MANAGEMENT LLCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DR STE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7034379720RecipientPhoneNum
Form And Info And MaterialsNONE PRESCRIBEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsRECOGNIZED SECTION 501 (C) (3) CHARITABLE ORGANIZATIONS ONLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NORTH CAROLINA AQUARIUM SOCIETY
3125 POPLARWOOD CT SUITE 160RALEIGHNC27604NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$2,000
DURHAM RESCUE MISSION
507 E KNOX STREETDURHAMNC27701NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$500
HARVARD GLEE CLUB FOUNDATION
1753 MASS AVE 3RD FLOORCAMBRIDGEMA02138NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
INTERNATIONAL MONTESSORI SCHOOL
3001 ACADEMY RD 300DURHAMNC27707NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
MATH COUNTS FOUNDATION
1420 KING STREETALEXANDRIAVA22314NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
NORTH CAROLINA MUSEUM OF LIFE AND SCIENCE
433 WEST MURRAY AVEDURHAMNC27704NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,500
STANFORD UNIVERSITY
641 EAST CAMPUS DRIVESTANFORDCA94305NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
NORTH CAROLINA MODERNIST HOMES
5702 WILLIAMSBURG WAYDURHAMNC27713NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
WOODS CHARTER SCHOOL FOUNDATION
160 WOODLAWN GROVE LANECHAPEL HILLNC27516NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
MONTGOMERY BELL ACADEMY
4001 HARDING ROADNASHVILLETN37205NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$10,000
NORTON ART MUSEUM
1451 S OLIVE AVEWEST PALM BEACHFL33401NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$125
UNIVERSITY OF NORTH CAROLINA WUNC
120 FRIDAY CENTER DRCHAPEL HILLNC27517NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,125TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,165ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$402ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$46,567ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,567TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSYNDICATED CAPITAL, INCStockNm
EOY Book Value$563,312EOYBookValueAmt
EOYFMV$618,673EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$25$0$0
BANK FEES$3$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO STERLING FDN MGMT, LLCDesc
BOY Book Value$25BOYBookValueAmt
EOY Book Value$25EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFOUNDATION MANAGEMENT FEESCategoryTxt
Amt$7,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,744DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$442Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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