O L PATHY FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- O L PATHY FAMILY FOUNDATION INC (EIN 45-2617992)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201501339349101440
- Schema version
- 2014v5.0
- 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 | 2015-05-13T16:05:55-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 3000 CONNECTICUT AVE NW NO 406 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200082552 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH P SALETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022482278 | PhoneNum |
| Signature | 2015-05-13 | 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 | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,028,026 | 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 | $308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $308 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $310,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,064,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358,590 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $669,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $669,559 | 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 | $17,150 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,150 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,626 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,271 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,185 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,086 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,412 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,520 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,648 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $729,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $729,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $774,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$194,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $610,061 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,111 | CashBOYAmt |
| Cash EOY | $106,278 | CashEOYAmt |
| Cash EOYFMV | $106,278 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $448,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $993,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $993,301 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $10,899,041 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,928,447 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,928,447 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,475,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,028,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,028,026 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,128 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,127 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $21,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,127 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,454,786 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,026,899 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,454,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,026,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,475,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,028,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,454,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$194,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,260,326 | SubtotalAmt |
| Other Decreases | $233,427 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,026,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| APPLESEED FUND 6289.986 SH | 2012-09-14 | 2014-03-03 | $90,450 | $84,035 | $6,415 | $6,415 | |
| PARNASSUS SMALL CAP FD 3511.519 SH | 2012-10-12 | 2014-03-03 | $97,550 | $77,885 | $19,665 | $19,665 | |
| PARN COR EQT INSTITU 2989.924 SH | 2012-04-11 | 2014-03-03 | $109,428 | $83,050 | $26,378 | $26,378 | |
| PARN COR EQT INSTITU 3537.721 SH | 2012-04-20 | 2014-03-03 | $129,477 | $100,000 | $29,477 | $29,477 | |
| PARN COR EQT INSTITU 3498.111 SH | 2012-04-27 | 2014-03-03 | $128,028 | $100,000 | $28,028 | $28,028 | |
| PARN COR EQT INSTITU 3522.763 SH | 2012-05-03 | 2014-03-03 | $128,930 | $100,000 | $28,930 | $28,930 | |
| PARN COR EQT INSTITU 1762.822 SH | 2012-07-20 | 2014-03-03 | $64,518 | $50,000 | $14,518 | $14,518 | |
| PARN COR EQT INSTITU 3304.992 SH | 2012-10-05 | 2014-03-03 | $120,960 | $100,000 | $20,960 | $20,960 | |
| PARN COR EQT INSTITU 3399.388 SH | 2012-10-26 | 2014-03-03 | $124,414 | $100,000 | $24,414 | $24,414 | |
| PARN COR EQT INSTITU 3394.771 SH | 2012-11-30 | 2014-03-03 | $124,245 | $100,000 | $24,245 | $24,245 | |
| PARN COR EQT INSTITU 610.22 SH | 2012-04-11 | 2014-07-07 | $24,273 | $16,950 | $7,323 | $7,323 | |
| PARN COR EQT INSTITU 5134.033 SH | 2012-06-01 | 2014-07-07 | $204,219 | $137,000 | $67,219 | $67,219 | |
| PARN COR EQT INSTITU 4022.327 SH | 2012-06-22 | 2014-09-30 | $159,998 | $111,000 | $48,998 | $48,998 | |
| PIMCO FDS PAC INVT MGMT SER 25455.804 SH | 2012-04-11 | 2014-09-30 | $243,609 | $250,000 | -$6,391 | -$6,391 | |
| PIMCO FDS PAC INVT MGMT SER 25378.274 SH | 2012-04-20 | 2014-09-30 | $242,867 | $250,000 | -$7,133 | -$7,133 | |
| PIMCO FDS PAC INVT MGMT SER 25352.535 SH | 2012-04-27 | 2014-09-30 | $242,620 | $250,000 | -$7,380 | -$7,380 | |
| PIMCO FDS PAC INVT MGMT SER 25275.632 SH | 2012-05-03 | 2014-09-30 | $241,884 | $250,000 | -$8,116 | -$8,116 | |
| PIMCO FDS PAC INVT MGMT SER 25173.817 SH | 2012-06-22 | 2014-09-30 | $240,910 | $250,000 | -$9,090 | -$9,090 | |
| PIMCO FDS PAC INVT MGMT SER 45087.776 SH | 2012-07-02 | 2014-09-30 | $431,484 | $450,000 | -$18,516 | -$18,516 | |
| ISHARES TIPS BOND EFT 1649 SH | 2012-06-01 | 2014-03-03 | $186,613 | $199,939 | -$13,326 | -$13,326 | |
| ISHARES TIPS BOND EFT 561 SH | 2012-07-06 | 2014-03-03 | $63,488 | $67,477 | -$3,989 | -$3,989 | |
| WELLS FARGO ADV SHORT DUR 152348.285 SH | 2012-06-01 | 2014-03-03 | $1,543,264 | $1,578,341 | -$35,077 | -$35,077 | |
| CAPITAL GAINS DIVIDENDS | $121,038 | $121,038 | $121,038 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358,590 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $384,003 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,125,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $382,354 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,727,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043809 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.078324 | TotalDistributionRt |
| Average Distribution | 0.026108 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,253,580 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $293,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $299,909 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $774,848 | 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 | $6,101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $781 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $781 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $47 | EsPenaltyAmt |
| Tax Due | $5,367 | 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 | 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 | 3000 CONNECTICUT AVE NW NO 406 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200082552 | 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 | ||||||||
| 3000 CONNECTICUT AVE NW STE 406 | WASHINGTON | DC | 20008 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PETER SALETT | ||||||||
| 3000 CONNECTICUT AVE NW STE 406 | WASHINGTON | DC | 20008 | VICE-PRESIDENT, SECRETARY | 0.00 | $0 | $0 | $0 |
| STEPHEN SALETT | ||||||||
| 3000 CONNECTICUT AVE NW STE 406 | WASHINGTON | DC | 20008 | VICE-PRESIDENT, TREASURER | 0.00 | $0 | $0 | $0 |
| STANLEY SALETT | ||||||||
| 3000 CONNECTICUT AVE NW STE 406 | WASHINGTON | DC | 20008 | 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 | $477,325 | 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 | $11,219,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,424,954 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,424,954 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,253,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $562,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $562,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,101 | TotalTaxAmt |
| Distributable Before Adj | $556,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $556,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $556,578 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $774,848 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $774,848 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,101 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $768,747 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $556,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $215,720 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $774,848 | QualifyingDistributionsAmt |
| Applied To Year1 | $215,720 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $556,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,550 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,550 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,550 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 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 | $20,900 |
| 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 |
| COURTNEY'S HOUSE | |||||||
| PO BOX 48626 | WASHINGTON | DC | 20002 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| EAST NEW YORK FARMS | |||||||
| 613 NEW LOTS AVE | BROOKLYN | NY | 11207 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| HOPE HOUSE | |||||||
| PO BOX 60682 | WASHINGTON | DC | 20039 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $50,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 1730 M STREET NW - SUITE 505 | WASHINGTON | DC | 20036 | 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 |
| PARTNERS IN HEALTH | |||||||
| 3RD FLOOR 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| PHILANTHROPIC NETWORK | |||||||
| 416 HUNGERFORD DR 223 | ROCKVILLE | MD | 20850 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $25,000 |
| 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 | $10,000 |
| ST MARTIN'S MINISTRIES | |||||||
| 14259 BENEDICTINE LANE | RIDGELY | MD | 21660 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| THE SAMARITAN WOMEN | |||||||
| PO BOX 9317 | CATONSVILLE | MD | 21228 | 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 |
| WHYHUNGERORG | |||||||
| 505 EIGHTH AVE STE 2100 | NEW YORK | NY | 10018 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| HORIZONS AT BROOKLYN FRIENDS SC | |||||||
| 285 SCHERMERHORN STREET | BROOKLYN | NY | 11217 | 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 |
| STUDIO MUSEUM IN HARLEM | |||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| BROTHERHOOD SISTERHOOD SOL | |||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | 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 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| CENTER FOR CONSTITUTIONAL RIGHT | |||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| WHUT | |||||||
| 2222 FOURTH STREET NW | WASHINGTON | DC | 20059 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| DEMOCRACY NOW | |||||||
| 207 W 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $5,000 |
| GIRLS INC DC | |||||||
| 1001 CONNECTICUT AVE | WASHINGTON | DC | 20036 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| SHARED HOPE INTERNATIONAL | |||||||
| 1501 LEE HIGHWAY SUITE 101 | ARLINGTON | VA | 22209 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $18,300 |
| SCIENCE FRIDAY INITIATIVE | |||||||
| 19 WEST 44TH STREET SUITE 412 | NEW YORK | NY | 10036 | 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 | $10,000 |
| BROOKLYN COMMUNITY SERVICES | |||||||
| 285 SCHERMERHORN STREET | BROOKLYN | NY | 11217 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $10,000 |
| NATIONAL CENTER FOR CIVIL & HUM | |||||||
| 100 IVAN ALLEN JR BLVD NW | ATLANTA | GA | 30313 | NONE | PC | CONTRIBUTION TO QUALIFYING 501(C)(3) ORGANIZATION | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $729,200 | 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 | $308 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $358,590 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $669,559 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $669,559 | 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 | $4,626 | Amt |
| Net Investment Income | $2,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TD AMERITRADE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,928,447 | BookValueAmt |
| EOYFMV | $9,928,447 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $226,509 |
| NON DIVIDEND DISTRIBUTIONS | $4,334 |
| FOREIGN TAXES PAID | $2,584 |
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 | $824 | $0 | $0 |
| OFFICE EXPENSES | $3,009 | $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 | $57,185 | $57,185 | $0 |
| WEBSITE DEVELOPMENT | $4,029 | $0 | $4,029 |
| MISCELLANEOUS | $83 | $0 | $83 |
| OUTSIDE CONSULTANTS | $20,974 | $0 | $20,974 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $1,680 | $0 | $1,680 |
| EXCISE TAX | $1,732 | $0 | $1,732 |