FARVUE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FARVUE FOUNDATION INC (EIN 27-1938940)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349100739
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T09:55:31-05:00 | 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 | 271938940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Farvue Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | FARV | BusinessNameControlTxt |
| Phone | 2029662932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 Massachusetts Avenue Suite 221 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN DOUGLAS MURRAY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2029662932 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey j schragg | PreparerPersonNm |
| PTIN | P00234543 | PTIN |
| Phone | 7038930600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.16.159.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820171315000012 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 02B1B18EFD7ADBEA54A08273E5AF702D2A184C9E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 02B1B18EFD7ADBEA54A08273E5AF702D2A184C9E | 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 | $3,808,056 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,908 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,965 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,735 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,388 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,164 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,239 | CashBOYAmt |
| Cash EOY | $27,059 | CashEOYAmt |
| Cash EOYFMV | $27,059 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,317 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,988,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,929,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,704,749 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,621 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,621 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,596 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,335 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,335 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,088,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,030,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,808,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,088,443 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,030,650 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,088,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,030,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,088,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,030,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,088,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,500 | OtherIncreasesAmt |
| Subtotal | $2,030,650 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,030,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HAYLORD HEALTH INC. | 2011-05-24 | 2016-07-05 | $1,190 | $845 | $345 | $345 |
| SEAGATE TECHNOLOGY PLC | 2012-04-24 | 2016-07-05 | $8,295 | $10,918 | -$2,623 | -$2,623 |
| DU PONT E.I. NEMOURS AND CO. | 2011-05-24 | 2016-08-01 | $90,448 | $47,205 | $43,243 | $43,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,965 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,345 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,456,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055653 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $190,975 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,591,684 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $176,227 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,069,092 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05742 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,318 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,851,123 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055528 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,413 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,889,750 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053435 | DistributionYr5Rt |
| Total Distribution | 0.275207 | TotalDistributionRt |
| Average Distribution | 0.055041 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,458,527 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $190,361 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $186,388 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,424 | SubtotalAmt |
| Tax Based On Investment Income | $2,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $42 | EsPenaltyAmt |
| Tax Due | $2,466 | TaxDueAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029662932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE SUITE 22 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Joan Douglas Murray | ||||||||
| 4910 Massachusetts Avenue Suite 221 | Washington | DC | 20016 | President | 1.0 | $0 | $0 | $0 |
| Sara Murray | ||||||||
| 4910 Massachusetts Avenue SUITE 221 | Washington | DC | 20016 | Director | 1.0 | $0 | $0 | $0 |
| David Murray | ||||||||
| 4910 Massachusetts Avenue SUITE 221 | Washington | DC | 20016 | Director | 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 | $3,468,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,511,195 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,511,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,458,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,424 | TotalTaxAmt |
| Distributable Before Adj | $170,502 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $181,002 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $181,002 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,388 | 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 | $186,388 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $186,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,002 | 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 Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,397 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,388 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $181,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,386 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,267 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $37,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $9,397 | ExcessFromYear2Amt |
| Excess From Year1 | $22,484 | ExcessFromYear1Amt |
| Excess From Current Year | $5,386 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Wreaths across America | ||||||||
| 4 Point Street | PO Box 249 | Columbia Falls | ME | 046230246 | NONE | PC | general support | $4,000 |
| EFF | ||||||||
| 815 Eddy Street | San Francisco | CA | 94109 | NONE | PC | general support | $20,000 | |
| ETV Endowment of SC | ||||||||
| 401 E Kennedy Street | Spartansburg | SC | 29302 | NONE | PC | general support | $20,000 | |
| Bread for the City | ||||||||
| 1525 7th St NW | Washington | DC | 20001 | NONE | PC | General support | $10,000 | |
| solar electric light fund | ||||||||
| 1612 K ST NW 300 | Washington | DC | 20006 | NONE | PC | general support | $20,000 | |
| Mother Jones | ||||||||
| 222 Sutter St | Suite 600 | San Francisco | CA | 94108 | NONE | PC | general support | $10,000 |
| friends of the highline | ||||||||
| 820 washington ST | New York | NY | 10014 | NONE | PC | General Support | $5,000 | |
| classic motor cars | ||||||||
| 4800 Wisconsin Ave NW | washington | DC | 20016 | NONE | PC | general support | $10,000 | |
| WAMU | ||||||||
| 4401 Connecticut Ave NW | washington | DC | 20008 | NONE | PC | General Support | $10,000 | |
| humane society of us | ||||||||
| 1255 23rd ST NW | washington | DC | 20037 | NONE | PC | General Support | $10,000 | |
| wildlife conservation | ||||||||
| 750 9th ST NW 525 | washington | DC | 20001 | NONE | PC | General Support | $10,000 | |
| Miriam's Kitchen | ||||||||
| 2401 virginia avenue nw | washington | DC | 20037 | NONE | PC | General Support | $20,000 | |
| partnership for responsible growth | ||||||||
| 1133 19th street nw | washington | DC | 20036 | NONE | PC | general support | $15,000 | |
| WETA | ||||||||
| 2775 S Quincy St | Arlington | VA | 22206 | NONE | PC | general support | $5,000 | |
| Cure Alzheimer Fund | ||||||||
| 34 Washington St Suite 200 | Wellesley Hills | MA | 02481 | NONE | PC | general support | $5,000 | |
| Health in Harmony | ||||||||
| 10560 Main Street | Suite 308 | Fairfax | VA | 22030 | NONE | PC | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,770 | 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 | $40,965 | 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 | $126,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,735 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,775 | Amt |
| Net Investment Income | $2,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,388 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 EI DU PONT DE NEMOUR | $24,804 | $25,880 |
| 25,000 MICROSOFT CORP | $25,817 | $26,716 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1560 APPLE INC. | $97,691 | $180,679 |
| 2,450 AT&T INC. | $71,689 | $104,198 |
| 625 CATERPILLAR INC. | $63,225 | $57,963 |
| 275 COCA-COLA | $10,295 | $11,401 |
| 42750 DU PONT E.I. DE NEMOURS | $1,540,474 | $3,137,850 |
| 300 JOHNSON & JOHNSON | $20,046 | $34,563 |
| 300 KIMBERLY-CLARK CORP | $19,904 | $34,236 |
| 300 PEPSICO INCORPORATED | $21,558 | $31,389 |
| 300 PROCTER & GAMBLE CO | $20,379 | $25,224 |
| 635 SEAGATE TECHNOLOGY | $18,995 | $24,238 |
| 375 UNITED PARCEL SERVICE | $30,096 | $42,990 |
| 375 VERIZON COMMUNICATIONS COM | $14,967 | $20,018 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $13,335 | EOYBookValueAmt |
| EOYFMV | $13,335 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE AND ADMINISTRATIVE | Desc |
| Revenue And Expenses Per Books | $3,164 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDS | Desc |
| Amt | $10,500 | Amt |