THE DELASKI FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE DELASKI FAMILY FOUNDATION (EIN 54-1902570)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349102708
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T13:53:08-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521791924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 | 541902570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DELASKI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELA | BusinessNameControlTxt |
| Phone | 2025951020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Connecticut Avenue NW No 300 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN DELASKI | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 7032372420 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sang Ahn | PreparerPersonNm |
| PTIN | P00113625 | PTIN |
| Phone | 5032270581 | PhoneNum |
| 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 | $41,621,210 | 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 | $4,099,386 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $143,713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $143,713 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $869,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $869,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $398,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,998,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $398,190 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,865 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,542,083 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,411,849 | 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 |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $186,756 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $109,037 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,719 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,302 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,625 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,625 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,610 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,610 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,885 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,725 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,089 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,429 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,192,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,192,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,439,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,089 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,309,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,102,905 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,284,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,300,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,421,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,421,503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,729,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,389,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,389,551 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $23,544,481 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,806,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,806,357 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,962 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,799 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,799 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,577,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,621,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,621,210 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,893 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,893 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,437,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,437,500 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,138,535 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,183,710 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,576,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,621,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,577,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,621,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,576,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,102,905 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,678,940 | SubtotalAmt |
| Other Decreases | $4,057,730 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,621,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $10,905,347 | $10,600,528 | $304,819 | $304,819 |
| capital gain distributions | $93,371 | $93,371 | $93,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $398,190 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,403,310 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,660,684 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057688 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,103,957 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,805,274 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103101 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,196,021 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,257,421 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099079 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,089,305 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,583,193 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121766 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,781,223 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,085,551 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.121639 | DistributionYr5Rt |
| Total Distribution | 0.503273 | TotalDistributionRt |
| Average Distribution | 0.100655 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,947,264 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,832,682 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,845,530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,309,929 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,433 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,433 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $1,279 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| 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 | www.delaskifamilyfoundation.org | WebsiteAddressTxt |
| Individual With Books | ARABELLA ADVISORS | IndividualWithBooksNm |
| Phone | 2025951020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN DELASKI | ||||||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | TRUSTEE/ PRESIDENT | 5.00 | $0 | $0 | $0 |
| KENNETH E DELASKI | ||||||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | TRUSTEE/ TREASURER | 1.00 | $0 | $0 | $0 |
| DAVID DELASKI | ||||||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | TRUSTEE/ SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT | ServiceTypeTxt |
| Compensation | $85,088 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $41,540,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,289,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,829,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,829,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $882,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,947,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,897,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,897,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,695 | TotalTaxAmt |
| Distributable Before Adj | $2,871,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,871,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,871,668 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,309,929 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,309,929 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,309,929 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,871,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,429,567 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,451,535 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,611,532 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,137,376 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $336,796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,966,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,309,929 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,309,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $561,739 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $561,739 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,405,067 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,867,828 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,537,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,451,535 | ExcessFromYear4Amt |
| Excess From Year3 | $1,611,532 | ExcessFromYear3Amt |
| Excess From Year2 | $2,137,376 | ExcessFromYear2Amt |
| Excess From Year1 | $336,796 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH E DELASKI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Colonial Williamsburg Foundation | ||||||
| PO Box 1776 | Williamsburg | VA | 23187 | PC | Thomas Everard Garden Endowment | $25,000 |
| Creativity for Peace | ||||||
| 369 Montezuma Avenue 566 | Santa Fe | NM | 87501 | PC | General operating support | $50,000 |
| EdFuel | ||||||
| 1200 18th Street NW Suite 710 | Washington | DC | 20036 | PC | To support the DC education leadership program | $75,000 |
| Education Design Lab | ||||||
| 1200 18th Street NW Suite 710 | Washington | DC | 20036 | PC | General operating support | $300,000 |
| Education Design Lab | ||||||
| 1200 18th Street NW Suite 710 | Washington | DC | 20036 | PC | General operating support | $300,000 |
| Friends of Choice Urban Schools | ||||||
| 2120 16th Street NW Ofc 204 | Washington | DC | 20009 | PC | Gala sponsorship | $2,500 |
| George Mason University | ||||||
| 4400 University Drive MS 143 | Fairfax | VA | 22030 | PC | To support the Center for the Advancement of Well-Being | $750,000 |
| New Schools Venture Fund | ||||||
| 1970 Broadway Avenue Suite 350 | Oakland | CA | 94607 | PC | To support the Fund II of the DC Schools Fund | $125,000 |
| Personal Transformation and Courage Institute | ||||||
| PO Box 914 | Virginia Beach | VA | 23451 | PC | General operating support | $100,000 |
| Sitar Center | ||||||
| 1700 Kalorama Rd NW 101 | Washington | DC | 20009 | PC | General operating support | $25,000 |
| The Center for MindBody Medicine | ||||||
| 5225 Connecticut Ave 414 | Washington | DC | 20015 | PC | to support the Haiti program | $200,000 |
| The Center for MindBody Medicine | ||||||
| 5225 Connecticut Ave 414 | Washington | DC | 20015 | PC | General operating support | $200,000 |
| Vine Corps | ||||||
| 3111 Belleview Ave | Cheverly | MD | 20785 | PC | To compensate the executive director | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,192,500 | 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 | $143,713 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $869,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $398,190 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DE SHAW | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $30,848 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $30,848 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,411,849 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,442,697 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| the estate of Donald delaski | |||||||
| 1 | 1610 crestwood lane | mclean | VA | 22101 | $48,154 | Yes (X) | |
| the estate of Donald delaski | |||||||
| 2 | 1610 crestwood lane | mclean | VA | 22101 | $300,000 | Yes (X) | |
| The estate of Donald delaski | |||||||
| 3 | 1610 crestwood lane | mclean | VA | 22101 | $480,000 | Yes (X) | |
| THe estate of Donald delaski | |||||||
| 4 | 1610 crestwood lane | MClean | VA | 22101 | $144,000 | Yes (X) | |
| THE estate of Donald delaski | |||||||
| 5 | 1610 crestwood lane | Mclean | VA | 22101 | $1,569,030 | Yes (X) | |
| The estate of Donald delaski | |||||||
| 6 | 1610 crestwood lane | mclean | VA | 22101 | $1,558,202 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | 6,150,587 SHARES GEOPATIAL HOLDINGS, INC CMN | NoncashPropertyDesc |
| Fair Market Value | $1,569,030 | FairMarketValueAmt |
| Received | 2015-04-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE DISTRICT OF COLUMBIA DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE SENT TO THE OFFICE OF TAX AND REVENUE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ENBRIDGE ENERGY MGMT, LLC | $38 | $38 |
| INTL BUSINESS MACHINES CORP (IBM) | $275,240 | $275,240 |
| UNION PACIFIC CORP. | $308,108 | $308,108 |
| WELLS FARGO & CO | $421,290 | $421,290 |
| GEOSPATIAL HOLDINGS, INC. | $384,875 | $384,875 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR S&P BANK | FMV | $676,400 | $676,400 |
| VANGUARD INDEX FUNDS TOTAL STK MKT | FMV | $3,345,527 | $3,345,527 |
| VANGUARD S&P 500 EFT | FMV | $6,426,280 | $6,426,280 |
| VANGUARD REIT INDEX FUND CMN | FMV | $1,022,537 | $1,022,537 |
| VANGUARD FTSE DEVELOPED MKTS CMN ETF (VEA) | FMV | $3,755,905 | $3,755,905 |
| VANGUARD EMERGING MKTS ETF (VWO) | FMV | $592,444 | $592,444 |
| VANGUARD GLOBAL EX-US REAL ESTATE ETF ETF (VNQI) | FMV | $862,772 | $862,772 |
| SPDR EURO STOCK 50 FD EFT | FMV | $301,090 | $301,090 |
| SELECTIVE ARV LTD | FMV | $31,412 | $31,412 |
| 1MTH SELECTINVEST ARV | FMV | $21 | $21 |
| GS SMALL/MIDCAP GROWTH FUND | FMV | $1,717,719 | $1,717,719 |
| FIRST EAGLE OVERSEAS FUND | FMV | $1,455,636 | $1,455,636 |
| OAKMARK INTERNATIONAL FUND | FMV | $1,343,665 | $1,343,665 |
| GS TACTICAL TILT IMPLEMENTATION FUND | FMV | $13,537 | $13,537 |
| STARK INVESTMENT | FMV | $6,773 | $6,773 |
| DE SHAW & CO | FMV | $148,594 | $148,594 |
| EE II OFFSHORE | FMV | $106,045 | $106,045 |
| TECHNOLOGY SELECT INDEX | FMV | $0 | $0 |
| SPDR S&P 500 EFT TRUST | FMV | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| organization costs | $3,799 | $3,799 | $3,799 |
| CREDIT CARD RECEIVABLE | $163 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES IN FAIR MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $4,057,730 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| License and Regulation | $535 | $0 | $0 |
| INSURANCE | $1,625 | $0 | $0 |
| DIRECT PROGRAM EXPENSES | $12,725 | $0 | $12,725 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DE SHAW | Desc |
| Revenue And Expenses Per Books | $30,865 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,865 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | $1,893 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $100,528 | $100,528 | $0 |
| MANAGEMENT FEES | $85,088 | $8,509 | $76,579 |
| CONSULTING | $750 | $0 | $750 |
| ADMINISTRATION & TECHNOLOGY | $390 | $0 | $390 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | foreign taxeS | CategoryTxt |
| Amt | $16,302 | Amt |
| Net Investment Income | $16,302 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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