VALENTINE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VALENTINE CHARITABLE FOUNDATION INC (EIN 22-3603584)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-05
- IRS object ID
- 201731869349100703
- Schema version
- 2016v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-05T09:57:18-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 223603584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VALENTINE CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BDO USA LLP | InCareOfNm |
| Business Name Control | VALE | BusinessNameControlTxt |
| Phone | 7037706385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE Suite 8TH | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA C MOORE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7038930600 | PhoneNum |
| Signature | 2017-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard W Harpe | PreparerPersonNm |
| PTIN | P00013702 | PTIN |
| Phone | 7038930600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.249.80.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820171865000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-07-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1A4AB8D215598D70AC1F6D84007C8D3F519F4DAE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1A4AB8D215598D70AC1F6D84007C8D3F519F4DAE | 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 | $2,514,077 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $961,915 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $589,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $975,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,300 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,870 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,295 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,446 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $676 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $383,047 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $383,047 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $560,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,673 | CashBOYAmt |
| Cash EOY | $174,822 | CashEOYAmt |
| Cash EOYFMV | $174,822 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $409,144 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $479,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $479,510 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,350,397 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,785,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,859,745 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,879,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,439,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,514,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,879,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,439,917 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,879,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,439,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,879,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,439,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,879,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $560,703 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,439,917 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,439,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NFS #0310 (SEE ATTACHED) | 2016-01-01 | 2016-12-31 | $10,385 | $16,400 | -$6,015 | -$6,015 | |
| NFS #0272 (SEE ATTACHED) | 2016-01-01 | 2016-12-31 | $243,599 | $277,678 | -$34,079 | -$34,079 | |
| NFS #0272 (SEE ATTACHED) | 2015-01-01 | 2016-12-31 | $228,963 | $229,712 | -$749 | -$749 | |
| NFS #0272 (SEE ATTACHED) | 2015-01-01 | 2016-12-31 | $92,426 | $89,161 | $3,265 | $3,265 | |
| CAPITAL GAIN DIVIDENDS | $14,047 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,531 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $413,165 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,542,401 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.267871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $322,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,441,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.224055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,129 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,248,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.251524 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $312,579 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,028,278 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.303983 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $426,165 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $960,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.443591 | DistributionYr5Rt |
| Total Distribution | 1.491024 | TotalDistributionRt |
| Average Distribution | 0.298205 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,889,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $563,405 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $563,687 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $390,342 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $563 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $563 | SubtotalAmt |
| Tax Based On Investment Income | $563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,139 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,139 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,576 | OverpaymentAmt |
| Applied To ES Tax | $1,576 | AppliedToESTaxAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037701078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 8TH FL | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA C MOORE | ||||||||
| 721 HIGH BATTERY CIRCLE | MT PLEASANT | SC | 29464 | SECRETARY | 1.0 | $0 | $0 | $0 |
| PETER R CLARK | ||||||||
| 4206 VAN BUREN STREET | UNIVERSITY PARK | MD | 20782 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,444,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,918,093 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,918,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,889,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $563 | TotalTaxAmt |
| Distributable Before Adj | $93,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,903 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,342 | 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 | $390,342 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $390,342 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,903 | 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 | $378,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,631 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $253,708 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $251,984 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $337,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,483,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $390,342 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $93,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $296,439 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,780,166 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $378,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,401,368 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,631 | ExcessFromYear4Amt |
| Excess From Year3 | $253,708 | ExcessFromYear3Amt |
| Excess From Year2 | $251,984 | ExcessFromYear2Amt |
| Excess From Year1 | $337,606 | ExcessFromYear1Amt |
| Excess From Current Year | $296,439 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS CHARITIES | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $383,047 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $383,047 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,300 | 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 | -$23,531 | 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 | $13,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,769 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DYNASTY CLUT | |||||||
| 1 | JPM SVCS INC PO BOX 6089 | NEWARK | DE | 19714 | $380,761 | Yes (X) | |
| AUDREY I CLARK CLAT | |||||||
| 2 | C/O BDO USA LLP 8401 GREENSBORO D | MCLEAN | VA | 22102 | $581,154 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE (BDO) | CategoryTxt |
| Amt | $7,295 | Amt |
| Disbursements Charitable Prps | $7,295 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP. STOCKS & MUTAL FUNDS-NET | StockNm |
| EOY Book Value | $1,785,196 | EOYBookValueAmt |
| EOYFMV | $1,859,745 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,870 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WIRE FEES | $133 | |
| MARGIN INTEREST | $14 | $14 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NFS # 0272 | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $8,446 | $8,446 |
| RESEARCH FOR DIRECTOR FEE | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $676 | $676 |
| TAX PAYMENTS | $2,500 |
Comments