KIMSEY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KIMSEY FOUNDATION (EIN 52-2007895)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-01
- IRS object ID
- 201402749349100105
- Schema version
- 2013v3.0
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-01T14:07:10-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8219 LEESBURG PIKE SUITE 800 | AddressLine1 |
| City | TYSONS CORNER | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522007895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMSEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMS | BusinessNameControlTxt |
| Phone | 2023671037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 PENNSYLVANIA AVENUE NW SUITE | AddressLine1 |
| Address Line2 | 900 | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KIMSEY | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2023671037 | PhoneNum |
| Signature | 2014-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT HOTTLE | PreparerPersonNm |
| PTIN | P00632650 | PTIN |
| Phone | 7039238300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,285,955 | 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 | $113,526 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $223,983 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $223,983 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,024,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,121 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $89 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $648,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $535,245 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $234,987 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,987 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $221,002 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,194 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,194 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,135 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,135 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,912 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $457 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $114,043 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $114,043 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,989 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,989 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,047 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,163 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $712,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $647,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $610,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $610,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,323,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,257,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$674,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $470,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $277,647 | CashBOYAmt |
| Cash EOY | $312,366 | CashEOYAmt |
| Cash EOYFMV | $312,366 | CashEOYFMVAmt |
| Other Investments BOY | $15,484,350 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,972,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,972,700 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $51,187 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,298 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,346 | LandBOYAmt |
| Land EOY | $889 | LandEOYAmt |
| Land EOYFMV | $889 | LandEOYFMVAmt |
| Total Assets BOY | $15,763,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,285,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,285,955 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,315 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,315 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,315 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,315 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,762,028 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,284,640 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,762,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,284,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,763,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,285,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,762,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$674,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,196,868 | OtherIncreasesAmt |
| Subtotal | $16,284,640 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,284,640 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| RAMSEY BPI INVESTORS, LLC | P | $19,528 | $19,528 | $19,528 | |
| RAMSEY LONG-BIASED FUND, LP | P | $22,403 | $22,403 | $22,403 | |
| CHARLES SCHWAB - MARKETABLE EQUITY SECURITIES | P | $1,982,649 | $155,190 | $155,190 | $1,827,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,183,993 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,031,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073853 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,203,876 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,218,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074227 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,053,571 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,557,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063630 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,141,056 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,938,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071592 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,136,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,042,414 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106575 | DistributionYr5Rt |
| Total Distribution | 0.389877 | TotalDistributionRt |
| Average Distribution | 0.077975 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,888,579 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,238,912 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,707 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,243,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,257,991 | 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 | $4,707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,661 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,661 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,954 | OverpaymentAmt |
| Applied To ES Tax | $11,954 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | 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 | WWW.KIMSEYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE OFFICE OF JAMES V KIMSEY | IndividualWithBooksNm |
| Phone | 2027850400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 PENNSYLVANIA AVE NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES V KIMSEY | |||||||||
| 1700 PENNSYLVANIA AVENUE NW SUITE | 900 | WASHINGTON | DC | 20006 | CHAIRMAN | 10.00 | $0 | $0 | $0 |
| MICHAEL P KIMSEY | |||||||||
| 1700 PENNSYLVANIA AVENUE NW SUITE | 900 | WASHINGTON | DC | 20006 | EXECUTIVE DIRECTOR | 40.00 | $200,000 | $0 | $0 |
| RAYMOND C KIMSEY | |||||||||
| 1700 PENNSYLVANIA AVENUE NW SUITE | 900 | WASHINGTON | DC | 20006 | DIRECTOR | 20.00 | $0 | $0 | $0 |
| MARK J KIMSEY | |||||||||
| 1700 PENNSYLVANIA AVENUE NW SUITE | 900 | WASHINGTON | DC | 20006 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| NANCY MERRITT | |||||||||
| 1700 PENNSYLVANIA AVENUE NW SUITE | 900 | WASHINGTON | DC | 20006 | EMPLOYEE | 30.00 | $108,715 | $0 | $0 |
| MARK CHASE | |||||||||
| 1700 PENNSYLVANIA AVENUE NW SUITE | 900 | WASHINGTON | DC | 20006 | EMPLOYEE | 12.00 | $83,369 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $14,457,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,035 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,466,759 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,130,537 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,130,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,888,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $794,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $794,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,707 | TotalTaxAmt |
| Distributable Before Adj | $789,722 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $789,722 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $789,722 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,257,991 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,257,991 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,707 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,253,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $789,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,143,388 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $349,589 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $417,424 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $410,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,561,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,257,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $789,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $468,269 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,030,137 | 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 | $1,143,388 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,886,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $349,589 | ExcessFromYear4Amt |
| Excess From Year3 | $241,231 | ExcessFromYear3Amt |
| Excess From Year2 | $417,424 | ExcessFromYear2Amt |
| Excess From Year1 | $410,236 | ExcessFromYear1Amt |
| Excess From Current Year | $468,269 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES V KIMSEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| 826DC | |||||||
| 3233 14TH STREET NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING | $15,000 | |
| AMERICAN FRIENDS FCI | |||||||
| 9918 MEADOWLARK RD | VIENNA | VA | 22182 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 | |
| BEST BUDDIES VIRGINIA | |||||||
| 131 EAST BROAD STREET STE 204 | FALLS CHURCH | VA | 22046 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 | |
| BIKE TO THE BEACH (CO AUTISM SPEAKS) | |||||||
| 1990 K STREET NW 2ND FLOOR | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING | $2,000 | |
| CHILDREN'S SCIENCE CENTER | |||||||
| 485 SPRING PARK PLACE STE 500 | HERNDON | VA | 20171 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 | |
| COMMUNITIES IN SCHOOLS OF THE NATION'S CAPITAL | |||||||
| 3121 SOUTH STREET NW | WASHINGTON | DC | 20007 | PUBLIC CHARITY | GENERAL OPERATING | $75,000 | |
| FAIR CHANCE | |||||||
| 733 15TH STREET NW STE 440 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $15,000 | |
| FIGHT FOR CHILDREN INC | |||||||
| 1650 TYSONS BLVD STE 1600 | MCLEAN | VA | 22102 | PUBLIC CHARITY | GENERAL OPERATING | $58,600 | |
| FINISH FOR KIDS CO THE CAREFREE FOUNDATION | |||||||
| 5530 WISCONSIN AVENUE STE 914 | CHEVY CHASE | MD | 20815 | PUBLIC CHARITY | GENERAL OPERATING | $500 | |
| GIO GONZALEZ FUND | |||||||
| 15800 PINES BOULEVARD SUITE 3018 | PEMBROKE PINES | FL | 33027 | PUBLIC CHARITY | GENERAL OPERATING | $1,500 | |
| GONZAGA COLLEGE HIGH SCHOOL | |||||||
| NINETEEN EYE STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 | |
| HIGHER ACHIEVEMENT PROGRAM | |||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | GENERAL OPERATING | $25,000 | |
| INSTITUTE FOR EDUCATION | |||||||
| 4410 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 | |
| JOHN F KENNEDY CENTER | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 205660001 | PUBLIC CHARITY | GENERAL OPERATING | $100,000 | |
| KIPP DC | |||||||
| 910 17TH STREET STE 1050 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING | $50,000 | |
| LEARNSERVE INTERNATIONAL | |||||||
| BOX 6203 | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING | $50,000 | |
| LIFE WITH CANCER | |||||||
| 8411 PENNELL STREET | FAIRFAX | VA | 22031 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 | |
| MARSHALL HEIGHTS COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 3939 BENNING ROAD NE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 | |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | PUBLIC CHARITY | GENERAL OPERATING | $15,500 | |
| POTOMAC RIVERKEEPER | |||||||
| 1100 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL OPERATING | $50,000 | |
| SIGNATURE THEATRE | |||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | PUBLIC CHARITY | GENERAL OPERATING | $25,000 | |
| SMITHSONIAN NATIONAL ZOOLOGICAL PARK | |||||||
| PO BOX 37012 MRC 5508 | WASHINGTON | DC | 20013 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 | |
| SOUTHEAST CHILDREN'S FUND | |||||||
| 4224 6TH STREET SE | WASHINGTON | DC | 20032 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 | |
| TEACH PLUS | |||||||
| 27-43 WORMWOOD TOWER POINT SUITE | BOSTON | MA | 02210 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 | 410 |
| THE WEST POINT FUND | |||||||
| UNITED STATES MILITARY ACADEMY | WEST POINT | NY | 10996 | PUBLIC CHARITY | GENERAL OPERATING | $13,000 | |
| WASHINGTON INTERNATIONAL SCHOOL | |||||||
| 3100 MACOMB STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING | $35,000 | |
| YOUNG EISNER SCHOLARS | |||||||
| PO BOX 3085 | INGLEWOOD | CA | 90304 | PUBLIC CHARITY | GENERAL OPERATING | $17,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $610,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIBLEY MEMORIAL HOSPITAL FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 LOUGHBORO ROAD NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,983 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,052 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $197,121 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $535,245 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $535,245 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES V KIMSEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CHAIN BRIDGE ROAD | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $113,526 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & ACCOUNTING FEES | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| WEBSITE (DOMAIN NAMES) | 2000-11-27 | $90 | $90 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2001-03-05 | $16,575 | $16,575 | 200DB | 7.000000000000 | $0 | $0 |
| WEBSITE CONSTRUCTION | 2001-04-24 | $11,250 | $11,250 | 200DB | 5.000000000000 | $0 | $0 |
| TELEPHONE EQUIPMENT | 2005-11-21 | $1,096 | $1,096 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2006-08-31 | $6,115 | $5,930 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2007-01-17 | $3,472 | $3,472 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2007-11-09 | $3,040 | $2,888 | 200DB | 5.000000000000 | $0 | $0 |
| SERVER | 2008-11-08 | $9,549 | $3,765 | 200DB | 5.000000000000 | $457 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT ACCOUNTS | FMV | $14,557,128 | $14,557,128 |
| RAMSEY LONG-BIASED FUND, LP | FMV | $1,415,572 | $1,415,572 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| WEBSITE (DOMAIN NAMES) | $90 | $90 | $0 |
| OFFICE FURNITURE | $16,575 | $16,575 | $0 |
| WEBSITE CONSTRUCTION | $11,250 | $11,250 | $0 |
| TELEPHONE EQUIPMENT | $1,096 | $1,096 | $0 |
| COMPUTER EQUIPMENT | $6,115 | $5,930 | $185 |
| COMPUTER EQUIPMENT | $3,472 | $3,472 | $0 |
| COMPUTER EQUIPMENT | $3,040 | $2,888 | $152 |
| SERVER | $9,549 | $8,997 | $552 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,597 | $0 | $4,597 |
| DUES & SUBSCRIPTIONS | $13,570 | $0 | $13,570 |
| WEB MAINTENANCE | $409 | $0 | $409 |
| INVESTMENT MANAGEMENT FEES | $20,435 | $20,435 | $0 |
| MISCELLANEOUS EXPENSES | $19,921 | $19,612 | $309 |
| MEALS & ENTERTAINMENT | $5,150 | $0 | $5,150 |
| TELEPHONE AND INTERNET | $5,068 | $0 | $5,068 |
| POSTAGE & DELIVERY | $262 | $0 | $262 |
| PRINTING AND COPYING | $1,886 | $0 | $1,886 |
| OFFICE SUPPLIES | $10,155 | $0 | $10,155 |
| COMPUTER SUPPORT | $7,390 | $0 | $7,390 |
| BANK AND SERVICE FEES | $1,367 | $0 | $1,367 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $89 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $89 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $89 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/(LOSS) | Description |
| Amount | $1,196,868 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE 401(K) PAYABLE | Desc |
| BOY Book Value | $1,315 | BOYBookValueAmt |
| EOY Book Value | $1,315 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,912 | $2,912 | $0 |
| FEDERAL TAX EXPENSE | $20,000 | $0 | $20,000 |
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