THE MILLER-WEHRLE FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE MILLER-WEHRLE FAMILY FOUNDATION (EIN 20-8091563)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-05
IRS object ID
201622799349100307
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-10-05T12:37:14-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520901831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSS LANGAN & MCKENDREE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17900 WESTPARK DR STE T420AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208091563EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MILLER-WEHRLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone2022447056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW B MILLERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2022447056PhoneNum
Signature2016-09-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLETTE CAHILLPreparerPersonNm
PTINP00176033PTIN
Phone7038932660PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,255,357FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19,075InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,075InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$72,020DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,020DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$53,616NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,213,210GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$53,616CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$144,711TotalRevAndExpnssAmt
Total Net Invst Incm$144,711TotalNetInvstIncmAmt
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$43,417OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,417OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,054TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$189OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,660TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$43,417TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$314,660TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$43,417TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$260,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$169,949ExcessRevenueOverExpensesAmt
Net Investment Income$101,294NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$190,504SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$364,254SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$364,254SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,736,993CorporateStockBOYAmt
Corporate Stock EOY$3,003,592CorporateStockEOYAmt
Corporate Stock EOYFMV$3,003,592CorporateStockEOYFMVAmt
Corporate Bonds BOY$570,898CorporateBondsBOYAmt
Corporate Bonds EOY$887,511CorporateBondsEOYAmt
Corporate Bonds EOYFMV$887,511CorporateBondsEOYFMVAmt
Other Investments BOY$285,724OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,784,119TotalAssetsBOYAmt
Total Assets EOY$4,255,357TotalAssetsEOYAmt
Total Assets EOYFMV$4,255,357TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,784,119UnrestrictedBOYAmt
Unrestricted EOY$4,255,357UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,784,119TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,255,357TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,784,119TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,255,357TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,784,119TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$169,949ExcessRevenueOverExpensesAmt
Other Increases$16,099OtherIncreasesAmt
Subtotal$4,630,269SubtotalAmt
Other Decreases$374,912OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,255,357TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST SECURITY SALESP$433,370$443,273-$9,903-$9,903
LT SECURITY SALESP$1,779,226$1,716,321$62,905$62,905
CAPITAL GAINS DIVIDENDSP$614$614$614
FieldValueIRS element (for citing)
Capital Gain Net Income$53,616CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$240,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,901,727NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049064DistributionYr1Rt
Adjusted Qlfy Distri Yr2$236,428AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,529,635NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052196DistributionYr2Rt
Adjusted Qlfy Distri Yr3$238,773AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,541,800NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052572DistributionYr3Rt
Adjusted Qlfy Distri Yr4$224,906AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,800,857NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046847DistributionYr4Rt
Adjusted Qlfy Distri Yr5$210,552AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,503,560NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046752DistributionYr5Rt
Total Distribution0.247431TotalDistributionRt
Average Distribution0.049486AverageDistributionRt
Net Vl Noncharitable Assets$4,676,159NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$231,404AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,013NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$232,417AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,013InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,013SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,013TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,000TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Overpayment$6,978OverpaymentAmt
Applied To ES Tax$6,978AppliedToESTaxAmt
Refund$0RefundAmt

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
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022447056PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH M WEHRLE
5448 33RD STREET NWWASHINGTONDC20015PRESIDENT/TREASURER1.00$0$0$0
MATTHEW B MILLER
5448 33RD STREET NWWASHINGTONDC20015VICE PRESIDENT/SECRETARY4.00$0$0$0
COLIN A MILLER
39 PLAZA ST WEST 3 10CBROOKLYNNY11217DIRECTOR0.25$0$0$0
E LIAM MILLER
813 SOUTH 49TH STPHILADELPHIAPA19143DIRECTOR0.25$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$4,417,109AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$330,261AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,747,370TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,747,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,211CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,676,159NetVlNoncharitableAssetsAmt
Minimum Investment Return$233,808MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$233,808MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,013TaxBasedOnInvestmentIncomeAmt
Total Tax$1,013TotalTaxAmt
Distributable Before Adj$232,795DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$232,795DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$232,795DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$260,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,013PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$258,987AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$232,795DistributableAsAdjustedAmt
Undistributed Income PY$203,346UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt
Applied To Year1$203,346AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,654AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$176,141UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELIZABETH M WEHRLEContributingManagerNm
Contributing ManagerMATTHEW B MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD ST 18TH FLNEW YORKNY10004NONEPCUNRESTRICTED$5,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037NONEPCUNRESTRICTED$10,000
AN OPEN BOOK FOUNDATION
3215 MORRISON ST NWWASHINGTONDC20015NONEPCUNRESTRICTED$10,000
APPALACHIAN VOICES
171 GRAND BLVDBOONENC28607NONEPCUNRESTRICTED$5,000
CENTER FOR GLOBAL DEVELOPMENT
2055 L ST NWWASHINGTONDC20036NONEPCUNRESTRICTED$25,000
CFED
1200 G ST NWWASHINGTONDC20005NONEPCUNRESTRICTED$5,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403NONEPCUNRESTRICTED$10,000
CHESTER RIVER ASSOCIATION
400 S CROSS ST STE 2CHESTERTOWNMD21620NONEPCUNRESTRICTED$5,000
COALITION FOR IMMOKALEE WORKERS
PO BOX 603IMMOKALEEFL31143NONEPCUNRESTRICTED$15,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD217415030NONEPCUNRESTRICTED$12,000
FREE MINDS BOOK CLUB & WRITING
2201 P ST NWWASHINGTONDC20037NONEPCUNRESTRICTED$5,000
HIPS
1309 RHODE ISLAND AVE NE 2BWASHINGTONDC20018NONEPCUNRESTRICTED$10,000
LIFT
1620 I ST NW STE 820WASHINGTONDC20006NONEPCUNRESTRICTED$5,000
MANNA MEAL INC
1105 QUARRIER STCHARLESTONWV25301NONEPCUNRESTRICTED$5,000
MIRIAM'S KITCHEN
2401 VIRGINIA AVE NWWASHINGTONDC20037NONEPCUNRESTRICTED$10,000
OXFAM AMERICA
226 CAUSEWAY ST 5TH FLBOSTONMA021142206NONEPCUNRESTRICTED$30,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942NONEPCUNRESTRICTED$15,000
POTOMAC RIVER KEEPER
1615 M ST NWWASHINTONDC20036NONEPCUNRESTRICTED$5,000
PROJECT CREATE
2401 VIRGINIA AVE NWWASHINGTONDC20037NONEPCUNRESTRICTED$5,000
SEXUAL MINORITY YOUTH ASSISTANCE LEAGUE
410 7TH ST SEWASHINGTONDC200032707NONEPCUNRESTRICTED$10,000
SO OTHERS MIGHT EAT
71 O ST NWWASHINGTONDC20001NONEPCUNRESTRICTED$5,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONEPCUNRESTRICTED$10,000
SYLVIA RIVERA LAW PROJECT
147 W 24TH ST 5TH FLNEW YORKNY10011NONEPCUNRESTRICTED$15,000
THIRD WAVE FUND
PO BOX 1159BROOKLYNNY11238NONEPCUNRESTRICTED$3,000
USA FOR UNHCR
1775 K ST NW STE 580WASHINGTONDC20006NONEPCUNRESTRICTED$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,075ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,020ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$53,616ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$144,711ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,711TotalIncomeProducingActyAmt

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationWASHINGTON DC DOES NOT REQUIRE A PRIVATE FOUNDATION TO FURNISH A COPY OF THE 990-PF TO THE ATTORNEY GENERAL OR DESIGNATE.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$887,511EOYBookValueAmt
EOYFMV$887,511EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS & MUTUAL FUNDSStockNm
EOY Book Value$3,003,592EOYBookValueAmt
EOYFMV$3,003,592EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$0BookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN FMVDesc
Amt$374,912Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$189RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Amt$16,099Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$43,417Amt
Net Investment Income$43,417NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$11,054Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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