MCADAMS FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MCADAMS FOUNDATION (EIN 54-1967451)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201631339349102328
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)
Return2016-05-12T14:44:28-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541967451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCADAMS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O STERLING FOUNDATION MANAGEMENT LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCADBusinessNameControlTxt
Phone7034379720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE NO 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLLOYD MCADAMSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7034379720PhoneNum
Signature2016-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY B BONDROFF CPAPreparerPersonNm
PTINP00087387PTIN
Phone4103565900PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$672,886FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$26,380DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,380DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$26,380TotalRevAndExpnssAmt
Total Net Invst Incm$26,380TotalNetInvstIncmAmt
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$7,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,458OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$450TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,975TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,458TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,475TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,958TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,905ExcessRevenueOverExpensesAmt
Net Investment Income$24,880NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$181,554CashBOYAmt
Cash EOY$197,885CashEOYAmt
Cash EOYFMV$197,885CashEOYFMVAmt
Corporate Stock BOY$507,658CorporateStockBOYAmt
Corporate Stock EOY$497,232CorporateStockEOYAmt
Corporate Stock EOYFMV$475,001CorporateStockEOYFMVAmt
Total Assets BOY$689,212TotalAssetsBOYAmt
Total Assets EOY$695,117TotalAssetsEOYAmt
Total Assets EOYFMV$672,886TotalAssetsEOYFMVAmt
Accounts Payable BOY$25AccountsPayableBOYAmt
Accounts Payable EOY$25AccountsPayableEOYAmt
Total Liabilities BOY$25TotalLiabilitiesBOYAmt
Total Liabilities EOY$25TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$689,187UnrestrictedBOYAmt
Unrestricted EOY$695,092UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$689,187TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$695,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$689,212TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$695,117TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$689,187TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,905ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$695,092SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$695,092TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,826AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$827,157NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055402DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,848AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$807,122NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.072911DistributionYr2Rt
Adjusted Qlfy Distri Yr3$55,793AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$858,885NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064960DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,713AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$764,240NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057198DistributionYr4Rt
Adjusted Qlfy Distri Yr5$63,149AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$562,724NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.112220DistributionYr5Rt
Total Distribution0.362691TotalDistributionRt
Average Distribution0.072538AverageDistributionRt
Net Vl Noncharitable Assets$718,862NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,145AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$249NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,394AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,958QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$498InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$498SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$498TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$556EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$556TotalPaymentsAndCreditsAmt
Overpayment$58OverpaymentAmt
Applied To ES Tax$58AppliedToESTaxAmt
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
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTERLING FOUNDATION MANAGEMENTIndividualWithBooksNm
Phone7034379720PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE STE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LLOYD MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191PRES/SEC/TREAS/DIR1.00$0$0$0
JOSEPH E MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191DIRECTOR1.00$0$0$0
DAVID L MCADAMS
12030 SUNRISE VALLEY DR STE 450RESTONVA20191DIRECTOR1.00$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$536,709AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$193,100AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$729,809TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$729,809AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,947CashDeemedCharitableAmt
Net Vl Noncharitable Assets$718,862NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,943MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,943MinimumInvestmentReturnAmt
Tax Based On Investment Income$498TaxBasedOnInvestmentIncomeAmt
Total Tax$498TotalTaxAmt
Distributable Before Adj$35,445DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,445DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,445DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,958ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,958QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,958AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,445DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$27,303ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,323ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,846ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,172ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,022ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,666TotalExcessDistributionCyovAmt
Qualifying Distributions$17,958QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,958AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$17,487ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,487ExcessDistributionCyovAppCYAmt
Total Corpus$54,179TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,816ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$44,363ExcessDistriCyovToNextYrAmt
Excess From Year4$6,323ExcessFromYear4Amt
Excess From Year3$13,846ExcessFromYear3Amt
Excess From Year2$19,172ExcessFromYear2Amt
Excess From Year1$5,022ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLLOYD MCADAMSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTERLING FOUNDATION MANAGEMENT LLCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DR STE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7034379720RecipientPhoneNum
Form And Info And MaterialsNONE PRESCRIBEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsRECOGNIZED SECTION 501 (C) (3) CHARITABLE ORGANIZATIONS ONLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TRIANGLE MODERNIST HOMES
5702 WILLIAMSBURG WAYDURHAMNC27713NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$2,000
NORTH CAROLINA MUSEUM OF LIFE AND SCIENCE
433 WEST MURRAY AVEDURHAMNC277043101NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$2,500
DURHAM RESCUE MISSION
507 E KNOX STREETDURHAMNC27701NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
INTERNATIONAL MONTESSORI SCHOOL
3001 ACADEMY RD 300DURHAMNC27707NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$4,000
STANFORD UNIVERSITY
641 EAST CAMPUS DRIVESTANFORDCA943056150NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$500
HOPE INTERNATIONAL
227 GRANITE RUN DRIVE STE 250LANCASTERPA17601NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$500
WOODS CHARTER SCHOOL FOUNDATION
160 WOODLAWN GROVE LANECHAPEL HILLNC27516NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$1,000
MATH COUNTS FOUNDATION
1420 KING STREETALEXANDRIAVA22314NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$500
HARVARD GLEE CLUB FOUNDATION
HOLDEN CHAPEL HARVARD UNIVERSITYCAMBRIDGEMA02138NONE501(C)(3)TO FURTHER CHARITY'S PURPOSE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,380ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,380ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,380TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number13LineNumberTxt
Relationship StatementALL SOURCES OF REVENUE ARE USED TO INVEST IN SECURITIES OR CASH AND EQUIVALENT INVESTMENTS. INCOME FROM THESE INVESTMENTS ARE THEN USED FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THE FOUNDATION'S EXEMPT PURPOSE.RelationshipStatementTxt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSYNDICATED CAPITAL, INCStockNm
EOY Book Value$497,232EOYBookValueAmt
EOYFMV$475,001EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFOUNDATION MANAGEMENT FEESCategoryTxt
Amt$7,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,458DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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