THE DELASKI FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE DELASKI FAMILY FOUNDATION (EIN 54-1902570)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349102263
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:02:29-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521791924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541902570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DELASKI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELA | BusinessNameControlTxt |
| Phone | 2025951020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN DELASKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7032372420 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00113625 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,577,928 | 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 | $1,927,805 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $85,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $812,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $812,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,219,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$77,684 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,709,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $898,479 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $141,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,616 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,703 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,136 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,944 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,944 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,520 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,520 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,143 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $196,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,321,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,321,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,518,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,403,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $825,977 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,370,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,300,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,300,347 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,627,710 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,729,138 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,729,138 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,191,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,544,481 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,544,481 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,799 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,962 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,962 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,193,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,577,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,577,928 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,409 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,893 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,893 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,437,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,437,500 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,754,847 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,138,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,192,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,576,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,193,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,577,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,192,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,192,000 | OtherIncreasesAmt |
| Subtotal | $42,576,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,576,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $14,970,871 | $15,258,471 | -$287,600 | -$287,600 |
| CAPITAL GAIN DISTRIBUTIONS | $248,953 | $248,953 | $248,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,647 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,103,957 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,805,274 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103101 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,196,021 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,257,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099079 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,089,305 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,583,193 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121766 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,781,223 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,085,551 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,509,107 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,248,025 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103477 | DistributionYr5Rt |
| Total Distribution | 0.549062 | TotalDistributionRt |
| Average Distribution | 0.109812 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,660,684 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,574,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,260 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,583,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,403,310 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,520 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,520 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,953 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40,953 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,433 | OverpaymentAmt |
| Applied To ES Tax | $24,433 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DELASKIFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ARABELLA ADVISORS | IndividualWithBooksNm |
| Phone | 2025951020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN DELASKI | ||||||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | TRUSTEE/ PRESIDENT | 5.00 | $0 | $0 | $0 |
| KENNETH E DELASKI | ||||||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | TRUSTEE/ TREASURER | 1.00 | $0 | $0 | $0 |
| DAVID DELASKI | ||||||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | TRUSTEE/ SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT | ServiceTypeTxt |
| Compensation | $94,583 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,687,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,607,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,295,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,295,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $634,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,660,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,083,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,083,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,520 | TotalTaxAmt |
| Distributable Before Adj | $2,066,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,066,514 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,066,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,403,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,403,310 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,403,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,066,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,308,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,429,567 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,451,535 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,611,532 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,137,376 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,938,386 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,403,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,066,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $336,796 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,275,182 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,308,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,966,806 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,429,567 | ExcessFromYear4Amt |
| Excess From Year3 | $2,451,535 | ExcessFromYear3Amt |
| Excess From Year2 | $1,611,532 | ExcessFromYear2Amt |
| Excess From Year1 | $2,137,376 | ExcessFromYear1Amt |
| Excess From Current Year | $336,796 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH E DELASKI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMADEUS CONCERTS | |||||||
| PO BOX 543 | GREAT FALLS | VA | 22066 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ASSOCIATION FOR RESEARCH & ENLIGHTENMENT | |||||||
| 215 67TH STREET | VIRGINIA BEACH | VA | 23451 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | PC | THOMAS EVERARD GARDEN ENDOWMENT | $25,000 | |
| CREATIVITY FOR PEACE | |||||||
| 369 MONTEZUMA AVENUE 566 | SANTA FE | NM | 87501 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| EDFUEL | |||||||
| 1200 18TH STREET NW SUITE 710 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE DC EDUCATION LEADERSHIP PROGRAM | $25,000 | |
| FRIENDS OF CHOICE URBAN SCHOOLS | |||||||
| 2120 16TH STREET NW OFC 204 | WASHINGTON | DC | 20009 | PC | GALA SPONSORSHIP | $2,500 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE MS 143 | FAIRFAX | VA | 22030 | PC | TO SUPPORT THE CENTER FOR THE ADVANCEMENT OF WELL-BEING | $750,000 | |
| KINTZ-MEJIA ACADEMY OF BALLET | |||||||
| 1524 SPRING HILL ROAD | MCLEAN | VA | 22102 | PC | TO SUPPORT THE PRODUCTION OF THE SNOW QUEEN | $2,000 | |
| NEW SCHOOLS VENTURE FUND | |||||||
| 1970 BROADWAY AVENUE SUITE 350 | OAKLAND | CA | 94607 | PC | TO SUPPORT THE FUND II OF THE DC SCHOOLS FUND | $124,250 | |
| PERSONAL TRANSFORMATION AND COURAGE INSTITUTE | |||||||
| PO BOX 914 | VIRGINIA BEACH | VA | 23451 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SITAR CENTER | |||||||
| 1700 KALORAMA RD NW 101 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| SLE LUPUS FOUNDATION OF NEW YORK | |||||||
| 330 SEVENTH AVENUE SUITE 1701 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT IN MEMORY OF PATRICIA CALLAHAN CORRIGAN | $500 | |
| THE CENTER FOR MINDBODY MEDICINE | |||||||
| 5225 CONNECTICUT AVE 414 | WASHINGTON | DC | 20015 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| THE CENTER FOR MINDBODY MEDICINE | |||||||
| 5225 CONNECTICUT AVE 414 | WASHINGTON | DC | 20015 | PC | MATCHING GRANT TO SUPPORT THE HAITI PROGRAM | $300,000 | |
| THURGOOD MARSHALL ACADEMY | |||||||
| 2427 MARTIN LUTHER KING JR AVENUE | WASHINGTON | DC | 20020 | PC | TO SUPPORT THE SHINING STAR GALA | $1,000 | SE |
| US SQUASH | |||||||
| 555 EIGHTH AVENUE SUITE 1102 | NEW YORK | NY | 10018 | PC | TO SUPPORT THE T SQUASH CENTER | $20,000 | |
| WASHINGTON AREA WOMEN'S FOUNDATION | |||||||
| 1331 H STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE STEPPING STONES PROGRAM | $1,000 | |
| WASHINGTON GRANTMAKERS | |||||||
| 1400 16TH ST NW STE 740 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT FOR THE EDUCATION DESIGN LAB | $300,000 | |
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | |||||||
| 1400 16TH ST NW STE 740 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT FOR THE EDUCATION DESIGN LAB | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,321,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDFUEL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 18TH STREET NW SUITE 710 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE DC EDUCATION LEADERSHIP PROGRAM | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,920 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $812,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$38,647 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| LINN ENERGY | 211110 | -$78,630 | 14 | |
| DE SHAW | 211110 | $924 | 14 | $22 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$77,706 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $859,832 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $782,126 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| THE ESTATE OF DONALD DELASKI | |||||||
| 1 | 1610 CRESTWOOD LANE | MCLEAN | VA | 22101 | $181,424 | Yes (X) | |
| THE ESTATE OF DONALD DELASKI | |||||||
| 2 | 1610 CRESTWOOD LANE | MCLEAN | VA | 22101 | $138,208 | Yes (X) | |
| THE ESTATE OF DONALD DELASKI | |||||||
| 3 | 1610 CRESTWOOD LANE | MCLEAN | VA | 22101 | $1,003,627 | Yes (X) | |
| THE ESTATE OF DONALD DELASKI | |||||||
| 4 | 1610 CRESTWOOD LANE | MCLEAN | VA | 22101 | $209,446 | Yes (X) | |
| THE ESTATE OF DONALD DELASKI | |||||||
| 5 | 1610 CRESTWOOD LANE | MCLEAN | VA | 22101 | $395,100 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DE SHAW COMPOSITE FUND INVESTMENT | $181,424 | 2014-01-01 |
| 2 | 260,769 SHARES BACTERIN INTL HOLDINGS INC CMN | $138,208 | 2014-02-01 |
| 4 | STARK INVESTMENTS LLP | $209,446 | 2014-04-01 |
| 5 | 1,000,000 SHARES GEOPATIAL HOLDINGS, INC CMN | $395,100 | 2014-09-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE DISTRICT OF COLUMBIA DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE SENT TO THE OFFICE OF TAX AND REVENUE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ENBRIDGE ENERGY MGMT, LLC | $62 | $62 |
| INTL BUSINESS MACHINES CORP (IBM) | $320,880 | $320,880 |
| UNION PACIFIC CORP. | $471,341 | $471,341 |
| WELLS FARGO & CO | $424,855 | $424,855 |
| GEOSPATIAL HOLDINGS, INC. | $512,000 | $512,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR S&P BANK | FMV | $671,000 | $671,000 |
| VANGUARD INDEX FUNDS TOTAL STK MKT | FMV | $3,400,056 | $3,400,056 |
| VANGUARD S&P 500 EFT | FMV | $4,468,471 | $4,468,471 |
| VANGUARD REIT INDEX FUND CMN | FMV | $1,038,825 | $1,038,825 |
| VANGUARD FTSE DEVELOPED MKTS CMN ETF (VEA) | FMV | $3,874,556 | $3,874,556 |
| VANGUARD EMERGING MKTS ETF (VWO) | FMV | $724,842 | $724,842 |
| VANGUARD GLOBAL EX-US REAL ESTATE ETF ETF (VNQI) | FMV | $903,632 | $903,632 |
| TECHNOLOGY SELECT INDEX | FMV | $428,262 | $428,262 |
| SPDR S&P 500 EFT TRUST | FMV | $2,803,339 | $2,803,339 |
| SPDR EURO STOCK 50 FD EFT | FMV | $324,918 | $324,918 |
| SELECTIVE ARV LTD | FMV | $43,923 | $43,923 |
| 1MTH SELECTINVEST ARV | FMV | $133 | $133 |
| GS SMALL/MIDCAP GROWTH FUND | FMV | $1,716,344 | $1,716,344 |
| FIRST EAGLE OVERSEAS FUND | FMV | $1,386,343 | $1,386,343 |
| OAKMARK INTERNATIONAL FUND | FMV | $1,383,011 | $1,383,011 |
| STARK INVESTMENT | FMV | $44,030 | $44,030 |
| DE SHAW & CO | FMV | $172,879 | $172,879 |
| EE II OFFSHORE | FMV | $159,917 | $159,917 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COSTS | $3,799 | $3,799 | $3,799 |
| CREDIT CARD RECEIVABLE | $0 | $163 | $163 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE AND REGULATION | $371 | $0 | $0 |
| MEMBERSHIPS | $1,597 | $0 | $0 |
| INSURANCE | $1,625 | $0 | $0 |
| OFFICE EXPENSES | $1,005 | $0 | $0 |
| DIRECT PROGRAM EXPENSES | $9,133 | $0 | $9,133 |
| TELECOMMUNIACATIONS | $10 | $0 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LINN ENERGY | -$78,630 | $0 | -$78,630 |
| DE SHAW | $946 | $22 | $946 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS IN FAIR MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $1,192,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | $1,409 | BOYBookValueAmt |
| EOY Book Value | $1,893 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $43,158 | $43,158 | $0 |
| MANAGEMENT FEES | $94,583 | $9,458 | $47,292 |
| ONLINE GRANTS MANAGEMENT & WEBSITE FEES | $3,411 | $0 | $3,411 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXEX | CategoryTxt |
| Amt | $18,136 | Amt |
| Net Investment Income | $18,136 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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