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
- Form 990-PF
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-05T12:37:14-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520901831 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANGAN & MCKENDREE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 WESTPARK DR STE T420 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208091563 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILLER-WEHRLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 2022447056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5448 33RD STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200151627 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW B MILLER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2022447056 | PhoneNum |
| Signature | 2016-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE CAHILL | PreparerPersonNm |
| PTIN | P00176033 | PTIN |
| Phone | 7038932660 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,255,357 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,075 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,075 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,616 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,213,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,616 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,711 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,417 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,054 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$169,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $190,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,254 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,254 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,736,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,003,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,003,592 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $570,898 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $887,511 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $887,511 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $285,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,784,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,255,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,255,357 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,784,119 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,255,357 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,784,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,255,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,784,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,255,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,784,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$169,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,099 | OtherIncreasesAmt |
| Subtotal | $4,630,269 | SubtotalAmt |
| Other Decreases | $374,912 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,255,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST SECURITY SALES | P | $433,370 | $443,273 | -$9,903 | -$9,903 |
| LT SECURITY SALES | P | $1,779,226 | $1,716,321 | $62,905 | $62,905 |
| CAPITAL GAINS DIVIDENDS | P | $614 | $614 | $614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,616 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $240,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,901,727 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049064 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $236,428 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,529,635 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052196 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $238,773 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,541,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $224,906 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,800,857 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046847 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $210,552 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,503,560 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046752 | DistributionYr5Rt |
| Total Distribution | 0.247431 | TotalDistributionRt |
| Average Distribution | 0.049486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,676,159 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $231,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,013 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $232,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $260,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,013 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,013 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,013 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $6,978 | OverpaymentAmt |
| Applied To ES Tax | $6,978 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022447056 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5448 33RD STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200151627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH M WEHRLE | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| MATTHEW B MILLER | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | VICE PRESIDENT/SECRETARY | 4.00 | $0 | $0 | $0 |
| COLIN A MILLER | ||||||||
| 39 PLAZA ST WEST 3 10C | BROOKLYN | NY | 11217 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| E LIAM MILLER | ||||||||
| 813 SOUTH 49TH ST | PHILADELPHIA | PA | 19143 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,417,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,747,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,747,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,676,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,013 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,013 | TotalTaxAmt |
| Distributable Before Adj | $232,795 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,795 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,795 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $260,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,013 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $258,987 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,795 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,346 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,346 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $176,141 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH M WEHRLE | ContributingManagerNm |
| Contributing Manager | MATTHEW B MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED | $5,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | UNRESTRICTED | $10,000 |
| AN OPEN BOOK FOUNDATION | |||||||
| 3215 MORRISON ST NW | WASHINGTON | DC | 20015 | NONE | PC | UNRESTRICTED | $10,000 |
| APPALACHIAN VOICES | |||||||
| 171 GRAND BLVD | BOONE | NC | 28607 | NONE | PC | UNRESTRICTED | $5,000 |
| CENTER FOR GLOBAL DEVELOPMENT | |||||||
| 2055 L ST NW | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $25,000 |
| CFED | |||||||
| 1200 G ST NW | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $5,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PC | UNRESTRICTED | $10,000 |
| CHESTER RIVER ASSOCIATION | |||||||
| 400 S CROSS ST STE 2 | CHESTERTOWN | MD | 21620 | NONE | PC | UNRESTRICTED | $5,000 |
| COALITION FOR IMMOKALEE WORKERS | |||||||
| PO BOX 603 | IMMOKALEE | FL | 31143 | NONE | PC | UNRESTRICTED | $15,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PC | UNRESTRICTED | $12,000 |
| FREE MINDS BOOK CLUB & WRITING | |||||||
| 2201 P ST NW | WASHINGTON | DC | 20037 | NONE | PC | UNRESTRICTED | $5,000 |
| HIPS | |||||||
| 1309 RHODE ISLAND AVE NE 2B | WASHINGTON | DC | 20018 | NONE | PC | UNRESTRICTED | $10,000 |
| LIFT | |||||||
| 1620 I ST NW STE 820 | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED | $5,000 |
| MANNA MEAL INC | |||||||
| 1105 QUARRIER ST | CHARLESTON | WV | 25301 | NONE | PC | UNRESTRICTED | $5,000 |
| MIRIAM'S KITCHEN | |||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | UNRESTRICTED | $10,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST 5TH FL | BOSTON | MA | 021142206 | NONE | PC | UNRESTRICTED | $30,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 217059942 | NONE | PC | UNRESTRICTED | $15,000 |
| POTOMAC RIVER KEEPER | |||||||
| 1615 M ST NW | WASHINTON | DC | 20036 | NONE | PC | UNRESTRICTED | $5,000 |
| PROJECT CREATE | |||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | UNRESTRICTED | $5,000 |
| SEXUAL MINORITY YOUTH ASSISTANCE LEAGUE | |||||||
| 410 7TH ST SE | WASHINGTON | DC | 200032707 | NONE | PC | UNRESTRICTED | $10,000 |
| SO OTHERS MIGHT EAT | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $5,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | UNRESTRICTED | $10,000 |
| SYLVIA RIVERA LAW PROJECT | |||||||
| 147 W 24TH ST 5TH FL | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $15,000 |
| THIRD WAVE FUND | |||||||
| PO BOX 1159 | BROOKLYN | NY | 11238 | NONE | PC | UNRESTRICTED | $3,000 |
| USA FOR UNHCR | |||||||
| 1775 K ST NW STE 580 | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,075 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,020 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,616 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,711 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WASHINGTON 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $887,511 | EOYBookValueAmt |
| EOYFMV | $887,511 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $3,003,592 | EOYBookValueAmt |
| EOYFMV | $3,003,592 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV | Desc |
| Amt | $374,912 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $16,099 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $43,417 | Amt |
| Net Investment Income | $43,417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $11,054 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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