JOE AND MISSY WALSH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOE AND MISSY WALSH FOUNDATION (EIN 01-0551686)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201502269349100335
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T12:05:18-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8405 GREENSBORO DRIVE 7TH FLOOR | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 010551686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE & MISSY WALSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH WALSH | InCareOfNm |
| Business Name Control | JOE& | BusinessNameControlTxt |
| Phone | 3012805105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 PARTRIDGE RUN LANE | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WALSH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7038930600 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sharon K Berman | PreparerPersonNm |
| PTIN | P00295128 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,259,926 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,416 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,129 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $533 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $533 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $795 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $67,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,234 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,234 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $778,119 | CorporateStockBOYAmt |
| Corporate Stock EOY | $735,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,162,542 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $10,026 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $845,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $832,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,259,926 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $845,289 | CapitalStockBOYAmt |
| Capital Stock EOY | $832,387 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $845,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $832,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $845,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $832,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $845,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,399 | ExcessRevenueOverExpensesAmt |
| Subtotal | $833,890 | SubtotalAmt |
| Other Decreases | $1,503 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $832,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STIFEL #7957 - SEE ATT'D | 2013-01-01 | 2014-12-31 | $86,887 | $97,354 | -$10,467 | -$10,467 |
| STIFEL #7957 - SEE ATT'D | 2013-01-01 | 2014-12-31 | $92,040 | $78,157 | $13,883 | $13,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,416 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,061 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,059,528 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014215 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,926 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $889,632 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047127 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,429 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $915,099 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051829 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,268 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $731,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,018 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $679,731 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144201 | DistributionYr5Rt |
| Total Distribution | 0.343915 | TotalDistributionRt |
| Average Distribution | 0.068783 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,262,366 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,829 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $268 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $536 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $536 | SubtotalAmt |
| Tax Based On Investment Income | $536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $576 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,076 | TotalPaymentsAndCreditsAmt |
| Overpayment | $540 | OverpaymentAmt |
| Applied To ES Tax | $540 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH WALSH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012805105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 PARTRIDGE RUN LANE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| JOHN J BUTLER | ||||||
| 237 PARK AVENUE | NEW YORK | NY | 10017 | ASSISTANT SECRETARY | 0.5 | $0 |
| MELISSA WALSH | ||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | PRESIDENT/DIRECTOR | 0.5 | $0 |
| JOSEPH WALSH | ||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | CHAIRMAN/TREASURER | 0.5 | $0 |
| SUE LEE | ||||||
| 11600 PARTRIDGE RUN LANE | POTOMAC | MD | 20854 | SECRETARY | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,199,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,536 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,281,590 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,281,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,262,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $536 | TotalTaxAmt |
| Distributable Before Adj | $62,582 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,582 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,582 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $38,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $38,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,582 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $98,018 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,268 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,060 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $164,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,382 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,382 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $139,964 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $73,636 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,328 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,268 | ExcessFromYear4Amt |
| Excess From Year3 | $3,060 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH A WALSH | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N/A | AddressLine1Txt |
| City | NA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3012805105 | RecipientPhoneNum |
| Form And Info And Materials | GRANTS ARE DETERMINED AT THE DISCRETION OF THE FOUNDATION MANAGER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GEORGETOWN PREPARATORY SCHOOL | ||||||||
| 10900 ROCKVILLE PIKE | NORTH BETHESDA | MD | 20852 | NONE | PC | ANNUAL FUNDRAISING | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 1990 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | AUTISM AWARENESS | $500 | SECOND FLOOR |
| BULLIS SCHOOL - ANNUAL FUND | ||||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | NONE | PC | ANNUAL FUNDRAISING | $5,000 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PC | FUNDRAISING | $200 | |
| BULLIS SCHOOL - CAPITAL CAMPAIGN | ||||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | NONE | PC | CAPITAL CAMPAIGN | $25,000 | |
| FRAXA | ||||||||
| 10 PRINCE PLACE | NEWBURYPORT | MA | 01950 | NONE | PC | FINDING A CURE FOR FRAGILE X | $2,500 | SUITE 203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,129 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL #7957 | StockNm |
| EOY Book Value | $735,127 | EOYBookValueAmt |
| EOYFMV | $1,162,542 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STIFEL #7957 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,026 | BookValueAmt |
| EOYFMV | $10,150 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $1,503 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CT CORP EXPENSE | Desc |
| Revenue And Expenses Per Books | $795 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $795 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IRS PAYMENT | $323 | $323 |
| FOREIGN TAX PAID | $210 | $210 |
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