THOMAS RUTHERFOORD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS RUTHERFOORD FOUNDATION (EIN 20-2057953)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349101456
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:36:09-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541342298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kositzka Wicks and Company | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5270 Shawnee Road Suite 250 | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 22312 | 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 | 202057953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Rutherfoord Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 7037864343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 P Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas D Rutherfoord | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7037864343 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen G Travis CPA | PreparerPersonNm |
| PTIN | P00158766 | PTIN |
| Phone | 7036422700 | 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 | $19,951,944 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $411,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $411,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$108,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,608,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $193,875 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $193,875 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $496,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $605,279 | 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 |
| Legal Fees Rev And Expnss | $10,112 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,112 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,981 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $694 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $694 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,807 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,807 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $704 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,798 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $914,113 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $914,113 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,029,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $937,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$532,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $513,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,797,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $803,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $803,975 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,554,209 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,495,901 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,117,513 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,056,683 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,147,997 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,181,376 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,099,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,534,662 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,849,080 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,507,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,982,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,951,944 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $317 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,694 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $1,514 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,208 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,507,175 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,974,327 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,507,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,974,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,507,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,982,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,507,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$532,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,974,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,974,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 10000 BOISE PAPER HDG CO ISSR | P | 2013-11-25 | $11,377 | $10,963 | $414 | $414 | |
| 5000 CITYCENTER HLDGS/FINANCE | P | 2013-11-14 | $5,250 | $5,275 | -$25 | -$25 | |
| 6000 VALASSIS COMMUNICATION | P | 2013-11-04 | $5,985 | $5,894 | $91 | $91 | |
| 6000 NATIONSTAR MORT/CAP CORP | P | 2013-10-16 | $5,730 | $5,900 | -$170 | -$170 | |
| 6000 IRON MOUNTAIN INC | P | 2013-08-23 | $6,585 | $6,705 | -$120 | -$120 | |
| 10000 PINNACLE ENTERTAINMENT | P | 2013-08-19 | $10,431 | $10,700 | -$269 | -$269 | |
| 8000 CKE RESTAURANTS INC | P | 2013-07-15 | $8,240 | $8,928 | -$688 | -$688 | |
| 10000 CINEMARK USA INC | P | 2013-06-24 | $11,204 | $10,560 | $644 | $644 | |
| 20000 RITE AID CORP | P | 2013-06-24 | $20,590 | $19,420 | $1,170 | $1,170 | |
| 8000 SEAGATE TECHNOLOGY HDD H | P | 2013-06-14 | $9,300 | $8,320 | $980 | $980 | |
| 10000 INGLES MARKETS INC | P | 2013-06-12 | $10,494 | $10,868 | -$374 | -$374 | |
| 2000 FORD MOTOR COMPANY | P | 2013-06-11 | $2,461 | $2,155 | $306 | $306 | |
| 2000 FORD MOTOR COMPANY | P | 2013-06-11 | $2,480 | $2,155 | $325 | $325 | |
| 1000 FORD MOTOR COMPANY | P | 2013-06-10 | $1,226 | $1,078 | $148 | $148 | |
| 2000 FORD MOTOR COMPANY | P | 2013-06-10 | $2,461 | $2,155 | $306 | $306 | |
| 1000 FORD MOTOR COMPANY | P | 2013-06-07 | $1,247 | $1,078 | $169 | $169 | |
| 2000 FORD MOTOR COMPANY | P | 2013-06-07 | $2,502 | $2,155 | $347 | $347 | |
| 1000 US STEEL CORP | P | 2013-05-24 | $1,048 | $1,048 | $0 | $0 | |
| 10000 CRICKET COMMUNICATIONS INC | P | 2013-05-15 | $10,388 | $10,500 | -$112 | -$112 | |
| 1000 US STEEL CORP | P | 2013-05-16 | $1,070 | $1,048 | $22 | $22 | |
| 1000 US STEEL CORP | P | 2013-05-15 | $1,068 | $1,048 | $20 | $20 | |
| 1000 US STEEL CORP | P | 2013-05-13 | $1,071 | $1,049 | $22 | $22 | |
| 1000 US STEEL CORP | P | 2013-05-10 | $1,070 | $1,049 | $21 | $21 | |
| 1000 US STEEL CORP | P | 2013-05-10 | $1,071 | $1,049 | $22 | $22 | |
| 2000 US STEEL CORP | P | 2013-05-09 | $2,130 | $2,098 | $32 | $32 | |
| 1000 US STEEL CORP | P | 2013-05-06 | $1,065 | $1,050 | $15 | $15 | |
| 1000 VALASSIS COMMUNICATION | P | 2013-05-09 | $1,064 | $1,033 | $31 | $31 | |
| 1000 VALASSIS COMMUNICATION | P | 2013-05-03 | $1,063 | $1,033 | $30 | $30 | |
| 1000 VALASSIS COMMUNICATION | P | 2013-05-02 | $1,064 | $1,033 | $31 | $31 | |
| 1000 VALASSIS COMMUNICATION | P | 2013-05-02 | $1,061 | $1,033 | $28 | $28 | |
| 3000 SUNGARD DATA SYSTEMS INC | P | 2013-04-10 | $3,255 | $3,225 | $30 | $30 | |
| 2000 SUNGARD DATA SYSTEMS INC | P | 2013-04-09 | $2,170 | $2,150 | $20 | $20 | |
| 1000 LEAR CORP | P | 2013-03-26 | $1,030 | $1,098 | -$68 | -$68 | |
| 5000 R.R. DONNELLEY & SONS | P | 2013-03-14 | $5,325 | $4,643 | $682 | $682 | |
| 2000 SUPERVALU INC | P | 2013-02-04 | $2,000 | $2,005 | -$5 | -$5 | |
| 1000 SUPERVALU INC | P | 2013-02-04 | $999 | $1,003 | -$4 | -$4 | |
| 1000 SUPERVALU INC | P | 2013-01-31 | $999 | $1,003 | -$4 | -$4 | |
| 1000 SUPERVALU INC | P | 2013-01-15 | $999 | $1,003 | -$4 | -$4 | |
| 20000 CAPITAL ONE CAPITAL IV | P | 2013-01-02 | $20,000 | $19,910 | $90 | $90 | |
| 125000 MS PHOENIX AUTO-CALL BAC 06/25/14 | P | 2013-09-24 | $125,000 | $125,000 | $0 | $0 | |
| 100000 JPM PHOENIX AUTO-CALL FCX 09/18/13 | P | 2013-09-18 | $100,000 | $100,000 | $0 | $0 | |
| 150000 RBC PHOENIX AUTO-CALL F 06/11/14 | P | 2013-09-10 | $150,000 | $150,000 | $0 | $0 | |
| 150000 JPM PHOENIX AUTO-CALL AAPL 8/7/13 | P | 2013-08-07 | $114,926 | $150,000 | -$35,074 | -$35,074 | |
| 200000 HSBC REN CNH 01/28/14 | P | 2013-07-01 | $199,560 | $200,000 | -$440 | -$440 | |
| 125000 JPM PHOENIX AUTO-CALL BAC 03/12/14 | P | 2013-06-11 | $125,000 | $125,000 | $0 | $0 | |
| 150000 JPM PHOENIX AUTO-CALL BRCM 3/5/14 | P | 2013-06-04 | $150,000 | $150,000 | $0 | $0 | |
| 150000 JPM PHOENIX AUTO-CALL BA 02/05/14 | P | 2013-05-07 | $150,000 | $150,000 | $0 | $0 | |
| 150000 JPM PHOENIX AUTO-CALL OXY 01/29/14 | P | 2013-04-30 | $150,000 | $150,000 | $0 | $0 | |
| 150000 JPM PHOENIX AUTO-CALL YUM 01/29/14 | P | 2013-04-30 | $150,000 | $150,000 | $0 | $0 | |
| 100000 DB DUAL DIRECTION BRENT NT 4/05/13 | P | 2013-04-05 | $111,540 | $100,000 | $11,540 | $11,540 | |
| 125000 BARC MARKET PLUS PLN NOTE 3/1/13 | P | 2013-03-01 | $141,250 | $125,000 | $16,250 | $16,250 | |
| 125000 JPM PHOENIX AUTO-CALL WFC 11/27/13 | P | 2013-02-26 | $125,000 | $125,000 | $0 | $0 | |
| 150000 JPM PHOENIX AUTO-CALL CAT 10/09/13 | P | 2013-01-08 | $150,000 | $150,000 | $0 | $0 | |
| 844 SPDR GOLD TRUST | P | 2013-11-25 | $101,342 | $140,327 | -$38,985 | -$38,985 | |
| 150000 BNP BRENT LEVERAGED CBEN 11/13/13 | P | 2013-11-13 | $150,000 | $150,000 | $0 | $0 | |
| 50000 JPM C.O.P DLY LIQUIDITY NT 11/8/13 | P | 2013-11-08 | $41,805 | $50,000 | -$8,195 | -$8,195 | |
| 700 SPDR S&P 500 ETF TRUST | P | 2013-11-05 | $122,998 | $118,545 | $4,453 | $4,453 | |
| 75000 BARC PARTICIPATING GOLD NOTE | P | 2013-10-09 | $55,310 | $75,000 | -$19,690 | -$19,690 | |
| 150000 BNP CONT BUFF EQ SPX 09/18/13 | P | 2013-09-18 | $172,500 | $150,000 | $22,500 | $22,500 | |
| 100000 CS AMERICAS MARKET PLUS 8/20/13 | P | 2013-08-20 | $111,500 | $103,238 | $8,262 | $8,262 | |
| 29828.109 VIRTUS EMERGING MKTS OPPOR-I | P | 2013-08-05 | $295,000 | $308,124 | -$13,124 | -$13,124 | |
| 100000 DB DELTA ONE MSCI WORLD TR 6/19/13 | P | 2013-06-19 | $129,890 | $100,000 | $29,890 | $29,890 | |
| 125000 GS CONT BUFF EQ SPX 05/08/13 | P | 2013-05-08 | $143,750 | $125,000 | $18,750 | $18,750 | |
| 150000 BARC BREN SPX 04/10/13 | P | 2013-04-10 | $167,310 | $150,000 | $17,310 | $17,310 | |
| 60000 JPM BREN EAFE 03/13/13 | P | 2013-03-13 | $63,285 | $60,000 | $3,285 | $3,285 | |
| 4583 VANGUARD FTSE EMERGING MARKETS ETF | P | 2013-03-04 | $200,273 | $210,371 | -$10,098 | -$10,098 | |
| 29611.479 HIGHBRIDGE DYNAMIC COMM STRG FD | P | 2013-02-28 | $405,381 | $600,000 | -$194,619 | -$194,619 | |
| 125000 BARC MARKET PLUS SPX 02/08/13 | P | 2013-02-08 | $157,507 | $125,000 | $32,507 | $32,507 | |
| 1350.511 HARBOR HIGH YIELD BOND-INST | P | 2013-12-19 | $14,545 | $14,896 | -$351 | -$351 | |
| 1697.697 PIMCO EMERGING MARKETS CORPORATE BOND FUND | P | 2013-11-26 | $19,557 | $19,303 | $254 | $254 | |
| 1763.692 PIMCO EMERGING MARKETS CORPORATE BOND FUND | P | 2013-11-21 | $20,353 | $20,105 | $248 | $248 | |
| 1687.985 BLACKROCK HIGH YIELD BOND | P | 2013-11-13 | $13,909 | $13,571 | $338 | $338 | |
| 5428.34 PRUDENTIAL TOTAL RETURN BD-Z | P | 2013-10-25 | $77,028 | $79,417 | -$2,389 | -$2,389 | |
| 978.332 PRUDENTIAL TOTAL RETURN BD-Z | P | 2013-08-05 | $13,726 | $14,341 | -$615 | -$615 | |
| 2421.167 PIMCO EMERGING LOCAL BOND-P | P | 2013-08-01 | $23,631 | $26,730 | -$3,099 | -$3,099 | |
| 1360.04 JPM TR I MLT SC INCOME FD - SEL FUND 2130 | P | 2013-07-03 | $13,682 | $13,682 | $0 | $0 | |
| 1063.032 PRUDENTIAL TOTAL RETURN BD-Z | P | 2013-06-25 | $14,723 | $15,583 | -$860 | -$860 | |
| 1384.97 JPM TR I MLT SC INCOME FD - SEL FUND | P | 2013-06-25 | $13,822 | $13,976 | -$154 | -$154 | |
| 1403.929 JPM TR I MLT SC INCOME FD - SEL FUND | P | 2013-06-19 | $14,292 | $14,274 | $18 | $18 | |
| 684.39 PIMCO EMERGING LOCAL BOND-P | P | 2013-06-10 | $7,015 | $7,556 | -$541 | -$541 | |
| 686.563 PIMCO EMERGING LOCAL BOND-P | P | 2013-06-07 | $7,051 | $7,580 | -$529 | -$529 | |
| 1006.674 GATEWAY FUND-Y | P | 2013-06-07 | $28,358 | $25,469 | $2,889 | $2,889 | |
| 822.37 GATEWAY FUND - Y | P | 2013-02-20 | $22,903 | $20,979 | $1,924 | $1,924 | |
| 682.209 JPM TR I MLT SC INCM SL | P | 2013-02-20 | $6,979 | $6,972 | $7 | $7 | |
| 1141.838 HSBC FDS TOTAL RETURN I | P | 2013-02-20 | $11,681 | $11,658 | $23 | $23 | |
| 1367.025 JPM TR I MLT SC INCM SL | P | 2013-02-07 | $13,971 | $13,971 | $0 | $0 | |
| 2368.287 JPM SHORT DURATION BOND FD | P | 2013-01-17 | $26,051 | $25,956 | $95 | $95 | |
| 2527.273 JPM SHORT DURATION BOND FD | P | 2013-01-15 | $27,800 | $27,699 | $101 | $101 | |
| 2521.909 JPM SHORT DURATION BOND FD | P | 2013-01-11 | $27,741 | $27,640 | $101 | $101 | |
| 349.194 GATEWAY FUND - Y | P | 2013-01-09 | $9,533 | $9,016 | $517 | $517 | |
| 2473.703 JPM SHORT DURATION BOND FD | P | 2013-01-09 | $27,186 | $27,194 | -$8 | -$8 | |
| 161.068 GATEWAY FUND - Y | P | 2013-01-08 | $4,402 | $4,159 | $243 | $243 | |
| MISCELLANEOUS | P | $14 | -$14 | -$14 | |||
| 740 AIR PROD & CHEMICALS INC | P | 2013-02-06 | $64,563 | $68,346 | -$3,783 | -$3,783 | 2011-06-23 |
| 490 CLOROX COMPANY | P | 2013-10-23 | $42,843 | $32,454 | $10,389 | $10,389 | 2011-08-08 |
| 1320 CONSOL ENERGY INC | P | 2013-01-25 | $42,332 | $71,713 | -$29,381 | -$29,381 | 2011-07-28 |
| 465 DEVON ENERGY CP NEW | P | 2013-04-08 | $25,069 | $37,991 | -$12,922 | -$12,922 | 2011-07-19 |
| 310 FREEPORT MCMORAN COPP | P | 2013-02-04 | $11,060 | $15,647 | -$4,587 | -$4,587 | 2011-06-06 |
| 755 FREEPORT MCMORAN COPP | P | 2013-02-04 | $26,936 | $36,385 | -$9,449 | -$9,449 | 2011-06-23 |
| 920 GENERAL MILLS INC | P | 2013-10-23 | $45,950 | $35,585 | $10,365 | $10,365 | 2011-04-29 |
| 890 ISHARES CHINA LARGE-CAP | P | 2013-03-05 | $33,923 | $35,107 | -$1,184 | -$1,184 | 2012-01-26 |
| 1100 KINDER MORGAN INC | P | 2013-04-29 | $42,792 | $33,989 | $8,803 | $8,803 | 2011-02-17 |
| 410 DEVON ENERGY CP NEW | P | 2013-04-08 | $22,104 | $28,837 | -$6,733 | -$6,733 | 2010-02-22 |
| 575 MARKET VECTORS ETF | P | 2013-04-08 | $20,083 | $34,713 | -$14,630 | -$14,630 | 2011-04-04 |
| 560 MARKET VECTORS ETF | P | 2013-04-08 | $19,559 | $33,958 | -$14,399 | -$14,399 | 2011-04-18 |
| 1037 PROSHS ULTRASHORT NEW | P | 2013-01-03 | $52,890 | $57,242 | -$4,352 | -$4,352 | |
| 885 SOUTHWESTERN ENERGY | P | 2013-03-18 | $34,004 | $32,169 | $1,835 | $1,835 | 2010-12-17 |
| 300 SPDR GOLD TRUST | P | 2013-07-12 | $37,101 | $27,916 | $9,185 | $9,185 | 2009-08-31 |
| 230 SPDR GOLD TRUST | P | 2013-07-12 | $28,444 | $25,850 | $2,594 | $2,594 | 2010-04-08 |
| 390 WAL-MART STORES INC | P | 2013-07-31 | $30,461 | $19,285 | $11,176 | $11,176 | 2008-01-23 |
| 410 WAL-MART STORES INC | P | 2013-07-31 | $32,023 | $20,119 | $11,904 | $11,904 | 2008-01-30 |
| 350 WAL-MART STORES INC | P | 2013-07-31 | $27,337 | $18,267 | $9,070 | $9,070 | 2008-03-20 |
| Section 1256 Contract from ProShares UltraShort Yen PTP | P | $93 | -$93 | -$93 | |||
| Capital Gains Dividends | P | $70,778 | $70,778 | $70,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$108,541 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $944,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,015,306 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049694 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $485,631 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,120,318 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $204,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,279,740 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.012591 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,783,189 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054136 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,870 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,138,104 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040809 | DistributionYr5Rt |
| Total Distribution | 0.182629 | TotalDistributionRt |
| Average Distribution | 0.036526 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,416,965 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $709,224 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $714,360 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $937,911 | 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 | $5,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,585 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,585 | TotalPaymentsAndCreditsAmt |
| Overpayment | $30,449 | OverpaymentAmt |
| Applied To ES Tax | $30,449 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Thomas D Rutherfoord Jr | IndividualWithBooksNm |
| Phone | 7033541616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 P Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20007 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2012 | UndistrIncmSect4942a2AppYr1Yr |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas D Rutherfoord | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 P Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Made contributions to charitable organizations listed in part XV. | Description1Txt |
| Expenses1 | $914,113 | 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 | $18,101,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,610,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,712,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,712,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $295,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,416,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $970,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $970,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,136 | TotalTaxAmt |
| Distributable Before Adj | $965,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $965,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $965,712 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $937,911 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $937,911 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,136 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $932,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $965,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $938,616 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $937,911 | QualifyingDistributionsAmt |
| Applied To Year1 | $937,911 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $705 | Taxable2Amt |
| Undistributed Income CY | $965,712 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alleghany County Rescue Squad | |||||||||||
| 61 Trojan Avenue | Sparta | NC | 28675 | Other public charity | To fund charitable activities. | $250 | |||||
| Alleghany Memorial Hospital | |||||||||||
| 223 Doctors Street | Sparta | NC | 28675 | Other public charity | To fund charitable activities. | $5,000 | |||||
| American Architectural Foundation | |||||||||||
| 2101 L Street NW | Washington | DC | 20037 | Other public charity | To fund charitable activities. | $6,500 | |||||
| Aspen Music Festival | |||||||||||
| 225 Music School Road | Aspen | CO | 81611 | Other public charity | To fund charitable activities. | $12,000 | |||||
| Bishop John T Walker School | |||||||||||
| 3640 Martin Luther King Jr Ave SE | Washington | DC | 20032 | Other public charity | To fund charitable activities. | $50,000 | |||||
| Blair House Restoration Fund | |||||||||||
| 706 Jackson Street NE | Washington | DC | 200171659 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Buffalo Bill Historical Center | |||||||||||
| 720 Sheridan Avenue | Cody | WY | 82414 | Other public charity | To fund charitable activities. | $5,000 | |||||
| Cherry Lane Volunteer Fire Department | |||||||||||
| PO Box 162 | Roaring Gap | NC | 28668 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Children's Law Center Inc | |||||||||||
| 616 H Street NW Suite 300 | Washington | DC | 20001 | Other public charity | To fund charitable activities. | $1,500 | |||||
| Christ Church Georgetown | |||||||||||
| 3116 O Street NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $25,000 | |||||
| Citizen's Association of Georgetown | |||||||||||
| 1365 Wisconsin Avenue NW Suite 200 | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Classical American Homes Preservation Trust | |||||||||||
| 69 East 93rd Street | New York | NY | 10128 | Private operating fo | To fund charitable activities. | $1,000 | |||||
| Collegiate Directions Inc | |||||||||||
| 4833 Rugby Avenue Suite 301 | Bethesda | MD | 20814 | Other public charity | To fund charitable activities. | $51,000 | |||||
| Doctors Without Borders | |||||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 100015004 | Other public charity | To fund charitable activities. | $2,500 | |||||
| Episcopal Diocese of Washington | |||||||||||
| Mount St Alban | Washington | DC | 200165094 | Other public charity | To fund charitable activities. | $3,500 | |||||
| Fair View Foundation | |||||||||||
| 4548 Rangeview Drive | Billings | MT | 59106 | Private operating fo | To fund charitable activities. | $500 | |||||
| French Heritage Society | |||||||||||
| 14 East 60th Street Suite 605 | New York | NY | 10022 | Other public charity | To fund charitable activities. | $400 | |||||
| French-American Cultural Foundation | |||||||||||
| 4101 Reservoir Road NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $2,400 | |||||
| Friends of Georgetown Waterfront Park | |||||||||||
| PO Box 3653 | Washington | DC | 20027 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Friends of Volta Park | |||||||||||
| 1555 34th Street NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $2,000 | |||||
| George Washington University | |||||||||||
| 45155 Research Place 155 | Ashburn | VA | 20147 | Other public charity | To fund charitable activities. | $75,000 | |||||
| Georgetown Garden Tour | |||||||||||
| 3313 P Street NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Georgetown Ministry Center | |||||||||||
| 1041 Wisconsin Avenue NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $500 | |||||
| Go Bo Fund for Georgetown Hospital | |||||||||||
| 3800 Reservoir Road NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $4,000 | |||||
| Health Network Foundation | |||||||||||
| 33 River Street | Chagrin Falls | OH | 44022 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Hollins University | |||||||||||
| PO Box 9707 | Roanoke | VA | 240201707 | Other public charity | To fund charitable activities. | $120,250 | |||||
| Jamestown-Yorktown Foundation | |||||||||||
| PO Box 3605 | Williamsburg | VA | 23187 | Other public charity | To fund charitable activities. | $5,000 | |||||
| Light of Healing Hope Foundation | |||||||||||
| 2801 New Mexico Ave NW Apt 1224 | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Meridian International Center | |||||||||||
| 1630 Crescent Place NW | Washington | DC | 20009 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Metropolitan Club Preservation Foundation | |||||||||||
| 1700 H Street NW | Washington | DC | 200064601 | Other public charity | To fund charitable activities. | $2,000 | |||||
| National Audubon Society | |||||||||||
| 225 Varick Street | New York | NY | 10014 | Other public charity | To fund charitable activities. | $2,500 | |||||
| National Gallery of Art | |||||||||||
| 2000B South Club Drive | Landover | MD | 20785 | Other public charity | To fund charitable activities. | $10,000 | |||||
| National Geographic Society | |||||||||||
| 1145 17th Street NW | Washington | DC | 200364688 | Other public charity | To fund charitable activities. | $75,000 | |||||
| National Museum of Women in the Arts | |||||||||||
| 1250 New York Avenue NW | Washington | DC | 200053970 | Other public charity | To fund charitable activities. | $5,000 | |||||
| One East Sixtieth Street Historical Foundation | |||||||||||
| 1 E 60th Street | New York | NY | 10022 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Parkinson Foundation of the National Capital Area | |||||||||||
| 8300 Greensboro Drive Suite 800 | McLean | VA | 22102 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Philips Collection | |||||||||||
| 1600 21st Street NW | Washington | DC | 20009 | Other public charity | To fund charitable activities. | $64,000 | |||||
| Phoenix Bikes | |||||||||||
| 4200 S Four Mile Run Drive | Arlington | VA | 22206 | Other public charity | To fund charitable activities. | $500 | |||||
| Planned Parenthood Federation of America | |||||||||||
| 434 West 33rd Street | New York | NY | 10001 | Other public charity | To fund charitable activities. | $5,000 | |||||
| Refugees International | |||||||||||
| 2001 S Street NW Suite 700 | Washington | DC | 20009 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Roaring Gap Fund | |||||||||||
| 45 Rhododendron Rd | Roaring Gap | NC | 28668 | Other public charity | To fund charitable activities. | $2,500 | |||||
| Robert E Lee Memorial Association | |||||||||||
| 483 Great House Road | Stratford | VA | 22558 | Other public charity | To fund charitable activities. | $176,588 | |||||
| SOME | |||||||||||
| 71 O Street NW | Washington | DC | 20001 | Other public charity | To fund charitable activities. | $5,000 | |||||
| Salisbury School | |||||||||||
| 251 Canaan Road | Salisbury | CT | 06068 | Other public charity | To fund charitable activities. | $51,000 | |||||
| Salvation Army | |||||||||||
| PO Box 629 | Alexandria | VA | 22313 | Other public charity | To fund charitable activities. | $5,000 | |||||
| Share Our Strength | |||||||||||
| 1703 M Street NW Suite 700 | Washington | DC | 20036 | Other public charity | To fund charitable activities. | $1,000 | |||||
| St Albans School | |||||||||||
| Mount St Albans | Washington | DC | 20016 | Other public charity | To fund charitable activities. | $2,700 | |||||
| St John's Community Services | |||||||||||
| 2201 Wisconsin Avenue NW Suite | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $1,250 | C-150 | ||||
| St John's Episcopal Church | |||||||||||
| 3240 O Street NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $175 | |||||
| Student Conservation Association | |||||||||||
| PO Box 550 | Charlestown | NH | 036030550 | Other public charity | To fund charitable activities. | $2,500 | |||||
| Sulgrave Club Endowment Fund | |||||||||||
| 1801 Massachusetts Avenue NW | Washington | DC | 20036 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Teach for America | |||||||||||
| 1411 K Street NW | Washington | DC | 20005 | Other public charity | To fund charitable activities. | $10,000 | |||||
| Texas 4000 for Cancer | |||||||||||
| 901 S Mopac Expressway Bldg 1 Ste | Austin | TX | 78746 | Other public charity | To fund charitable activities. | $250 | 300 | ||||
| The Autism Research Centre | |||||||||||
| Other public charity | To fund charitable activities. | $10,000 | Douglas House 18b Trumpington Road | Cambridge | UK | CB2 8AH | |||||
| The Aspen Institute | |||||||||||
| PO Box 222 | Queenstown | MD | 21658 | Other public charity | To fund charitable activities. | $16,400 | |||||
| The Nature Conservancy | |||||||||||
| 4245 N Fairfax Drive | Arlington | VA | 22203 | Other public charity | To fund charitable activities. | $10,000 | |||||
| Trees for Georgetown | |||||||||||
| 1365 Wisconsin Avenue NW Suite 200 | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $1,000 | |||||
| Trust for the National Mall | |||||||||||
| PO Box 96475 | Washington | DC | 200906475 | Other public charity | To fund charitable activities. | $2,500 | |||||
| Tudor Place Foundation | |||||||||||
| 1644 31st Street NW | Washington | DC | 20007 | Other public charity | To fund charitable activities. | $5,100 | |||||
| University of North Carolina | |||||||||||
| PO Box 2688 | Chapel Hill | NC | 27514 | Other public charity | To fund charitable activities. | $5,000 | |||||
| University of Virignia | |||||||||||
| 1721 University Avenue | Charlottesville | VA | 22903 | Other public charity | To fund charitable activities. | $15,000 | |||||
| Virginia Athletics Foundation | |||||||||||
| PO Box 400833 | Charlottesville | VA | 22904 | Other public charity | To fund charitable activities. | $6,850 | |||||
| Virginia Historical Society | |||||||||||
| PO Box 7311 | Richmond | VA | 23221 | Other public charity | To fund charitable activities. | $500 | |||||
| Virginia Foundation for Independent Colleges | |||||||||||
| 8010 Ridge Road Suite B | Richmond | VA | 22329 | Other public charity | To fund charitable activities. | $25,000 | |||||
| Washington Chorus | |||||||||||
| 2801 Upton Street NW | Washington | DC | 20008 | Other public charity | To fund charitable activities. | $2,000 | |||||
| WETA | |||||||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | Other public charity | To fund charitable activities. | $7,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $914,113 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411,376 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$108,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $496,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $496,738 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $11,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $1,147,997 | EOYBookValueAmt |
| EOYFMV | $1,181,376 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $1,495,901 | EOYBookValueAmt |
| EOYFMV | $2,117,513 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,534,662 | BookValueAmt |
| EOYFMV | $15,849,080 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $10,112 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,112 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank fees | $8 | $0 | $8 |
| Courier | $196 | $0 | $196 |
| Dues and subscription | $500 | $0 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Investment Income | $182,760 | $182,760 | $182,760 |
| Foreign Currency Exchange | $11,115 | $11,115 | $11,115 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $90,981 | Amt |
| Net Investment Income | $90,981 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes paid on investments | CategoryTxt |
| Amt | $694 | Amt |
| Net Investment Income | $694 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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