O L PATHY FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- O L PATHY FAMILY FOUNDATION INC (EIN 45-2617992)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-14
- IRS object ID
- 201611359349100416
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-14T17:11:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541837722 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECK & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 447 A CARLISLE DRIVE | AddressLine1Txt |
| City | HERNDON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20170 | 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 | 452617992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O L PATHY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLPA | BusinessNameControlTxt |
| Phone | 2022482278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 29TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH P SALETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022482278 | PhoneNum |
| Signature | 2016-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN BECK CPA | PreparerPersonNm |
| PTIN | P00433889 | PTIN |
| Phone | 7038340776 | PhoneNum |
| Preparation | 2016-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,257,469 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $36,349 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,349 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $245,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,776 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,505,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $231,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $282,125 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $11,510 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,510 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,999 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,505 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,115 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,528 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,555 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $369 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $369 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $441,018 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $441,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $560,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$328,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,278 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $993,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $260,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $260,151 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,928,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,997,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,997,318 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,028,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,257,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,257,469 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,127 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,052 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,052 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,026,899 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,256,417 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,026,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,256,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,028,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,257,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,026,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$328,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,698,068 | SubtotalAmt |
| Other Decreases | $441,651 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,256,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NB SOCIALLY RESPONSIVE FUND 22978 SH | 2015-10-13 | $779,641 | $773,208 | $6,433 | $6,433 |
| BLACKROCK LOW DUR 77479 SG | 2015-10-22 | $750,775 | $750,000 | $775 | $775 |
| BLACKROCK ST MUNI 73964 SH | 2015-09-24 | $750,000 | $749,260 | $740 | $740 |
| BLACKROCK ST MUNI 98425 SH | 2015-10-22 | $1,000,000 | $997,047 | $2,953 | $2,953 |
| BORG WARNER 111SH | 2015-11-18 | $4,709 | $4,833 | -$124 | -$124 |
| GREENHAVEN 17932 SH | 2015-08-16 | $355,764 | $395,759 | -$39,995 | -$39,995 |
| ISHARES TIPS 2347 SH | 2015-10-22 | $261,430 | $262,981 | -$1,551 | -$1,551 |
| KEURIG 68 SH | 2015-11-18 | $2,706 | $3,658 | -$952 | -$952 |
| KEURIG 186 SH | 2015-12-07 | $16,642 | $10,006 | $6,636 | $6,636 |
| PIMCO LOW 235486.495 SH | 2015-07-17 | $2,267,735 | $2,263,025 | $4,710 | $4,710 |
| PIMCO FOREIGN BOND 103845 SH | 2015-07-17 | $1,102,831 | $1,089,331 | $13,500 | $13,500 |
| PNC 25176.234 SH | 2015-10-22 | $250,252 | $250,000 | $252 | $252 |
| PAYPAL 58 SH | 2015-10-22 | $2,060 | $2,019 | $41 | $41 |
| RYANAIR 25.425 SH | 2015-10-23 | $2,106 | $2,094 | $12 | $12 |
| TEXAS INST 108 SH | 2015-10-29 | $5,868 | $5,646 | $222 | $222 |
| PNC ADVANTAGE 3098253.26 SH | 2015-12-31 | $3,098,253 | $3,098,253 | $0 | $0 |
| PIMCO EMERGING MKTS 71561 SH | 2015-03-17 | $711,295 | $765,730 | -$54,435 | -$54,435 |
| PARNASSUS MID CAP 5245 SH | 2015-10-16 | $143,240 | $133,127 | $10,113 | $10,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $768,747 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,253,580 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068311 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $384,003 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,125,532 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $382,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,727,765 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043809 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.146635 | TotalDistributionRt |
| Average Distribution | 0.036659 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,580,115 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $387,856 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,301 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $390,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $475,540 | 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 | $2,301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,104 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,104 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,803 | OverpaymentAmt |
| Applied To ES Tax | $3,803 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | 2022482278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 29TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | 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 PATHY SALETT | ||||||||
| 1308 29 TH ST NW | WASHINGTON | DC | 20007 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PETER SALETT | ||||||||
| 1308 29 TH ST NW | WASHINGTON | DC | 20007 | VICE-PRESIDENT, SECRETARY | 0.00 | $0 | $0 | $0 |
| STEPHEN SALETT | ||||||||
| 1308 29 TH ST NW | WASHINGTON | DC | 20007 | VICE-PRESIDENT, TREASURER | 0.00 | $0 | $0 | $0 |
| STANLEY SALETT | ||||||||
| 1308 29 TH ST NW | WASHINGTON | DC | 20007 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL CAMPAIGN TO RAISE PUBLIC AWARENESS ABOUT THE ISSUE OF HUMAN TRAFFICKING, WITH A SPECIFIC GOAL OF BECOMING A MAJOR RESOURCE FOR INFORMATION ON THIS PRESSING ISSUE, TO BE USED BY ADVOCATES, VICTIMS, AND OTHER ORGANIZATIONS DEDICATED TO THIS ISSUE. | Description1Txt |
| Expenses1 | $475,540 | 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 | $6,439,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,302,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,741,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,741,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,580,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $529,006 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $529,006 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,301 | TotalTaxAmt |
| Distributable Before Adj | $526,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $526,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $526,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $475,540 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,301 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $473,239 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $526,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $475,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $475,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,550 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,550 | 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 | $48,615 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTWORKS FOR FREEDOM | |||||||
| 3855 NORTH 30TH ST | ARLINGTON | VA | 22207 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $22,018 |
| BROTHERHOOD SISTERHOOD SOL | |||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| CENTER FOR CONSTITUTIONAL RIGHT | |||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| CENTER FOR MIND BODY MEDICINE | |||||||
| 5225 CONNECTICUT AVE STE 415 | WASHINGTON | DC | 20015 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $75,000 |
| CENTER FOR VICTIMS OF TORTURE | |||||||
| 1776 K STREET SUITE 200 | WASHINGTON | DC | 20006 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| CENTRAL UNION MISSION | |||||||
| 1350 R STREET NW | WASHINGTON | DC | 20009 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| CHIPS | |||||||
| 200 FOURTH AVE | BROOKLYN | NY | 11217 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| COMMUNITY FUNDS INC | |||||||
| 2 PARK AVENUE FLOOR 24 | NEW YORK | NY | 10016 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $25,000 |
| DEMOCRACY NOW | |||||||
| 207 W 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| EAST NEW YORK FARMS | |||||||
| 613 NEW LOTS AVE | BROOKLYN | NY | 11207 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| HOPE HOUSE | |||||||
| PO BOX 60682 | WASHINGTON | DC | 20039 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $50,000 |
| HORIZONS AT BROOKLYN FRIENDS SC | |||||||
| 285 SCHERMERHORN STREET | BROOKLYN | NY | 11217 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 1730 M STREET NW - SUITE 505 | WASHINGTON | DC | 20036 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| KITCHEN CONNECTION | |||||||
| 101 JEFFERSON AVENUE 2C | BROOKLYN | NY | 11216 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| MEDICAL FOUNDATION OF NC | |||||||
| CAMPUS BOX 7295 | CHAPEL HILL | NC | 27599 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| MOVE FOR HUNGER | |||||||
| PO BOX 608 | NEPTUNE | NJ | 07754 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| NEW WORLD FOUNDATION | |||||||
| 666 WEST END AVE | NEW YORK | NY | 10025 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $100,000 |
| PALESTINIAN HOUSE OF FRIENDSHIP | |||||||
| 81 KIRKLAND STREET UNIT 2 | CAMBRIDGE | MA | 02138 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| PARTNERS IN HEALTH | |||||||
| 3RD FLOOR 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| PBS | |||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| PHILANTHROPIC NETWORK | |||||||
| 416 HUNGERFORD DR 223 | ROCKVILLE | MD | 20850 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $24,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| SHORE SOUP PROJECT | |||||||
| 121 BEACH 92ND ST | ROCKAWAY BEACH | NY | 11693 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| SOME INC | |||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| ST MARTIN'S MINISTRIES | |||||||
| 14259 BENEDICTINE LANE | RIDGELY | MD | 21660 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10036 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| WAMU | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| WHYHUNGERORG | |||||||
| 505 EIGHTH AVE STE 2100 | NEW YORK | NY | 10018 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| WOMEN'S REFUGEE COMMISSION | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $441,018 | 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 | $36,349 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$50,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $231,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,455 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,999 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HAWTHORN | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,997,318 | BookValueAmt |
| EOYFMV | $9,997,318 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $441,651 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $1,043 | $0 | $0 |
| OFFICE EXPENSES | $2,397 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $47,505 | $47,505 | $0 |
| WEBSITE DEVELOPMENT | $6,472 | $0 | $6,472 |
| MISCELLANEOUS | $247 | $0 | $0 |
| OUTSIDE CONSULTANTS | $3,643 | $0 | $3,643 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $1,057 | $0 | $1,057 |
| EXCISE TAX | $11,471 | $0 | $11,471 |