HILLWOOD ESTATE MUSEUM & GARDENS: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HILLWOOD ESTATE MUSEUM & GARDENS (EIN 52-6080752)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-24
- IRS object ID
- 201442679349100504
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-24T14:50:08-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SEVEN LOCKS ROAD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20854 | 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 | 526080752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLWOOD MUSEUM AND GARDENS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 2026868500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4155 LINNEAN AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20008 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN CHARLES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2026868500 | PhoneNum |
| Signature | 2014-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 3017703750 | PhoneNum |
| Preparation | 2014-09-22 | PreparationDt |
| 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 | $229,825,888 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,303,271 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,649,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,174,986 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,174,986 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,136,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,557,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,889,727 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,162,460 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,154,512 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $381,602 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $772,910 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $772,910 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $234,619 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $240,019 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $234,619 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $45,097,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,304,732 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,344,975 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $261,290 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $11,028 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $250,262 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,500,852 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $86,740 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,414,112 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,231,584 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $38,692 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,192,892 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,531 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,531 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,482 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,482 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $374,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $372,282 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $372,282 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,944 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16,455 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $16,455 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158,042 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,479 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $19,479 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $14,215 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $825,099 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $6,798 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,798 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $125,181 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $115,745 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $47,810 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $47,810 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,113,247 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $279,686 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $279,686 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,072,868 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,721,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $671,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $807,907 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,194,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,721,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $671,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $807,907 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,194,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,375,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,633,285 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,537,068 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,525 | CashBOYAmt |
| Cash EOY | $4,350 | CashEOYAmt |
| Cash EOYFMV | $4,350 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,289,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,517,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,517,595 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,864,439 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,353 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,864,439 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,864,439 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $263,791 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $98,482 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $263,791 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $263,791 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $453,080 | InventoriesBOYAmt |
| Inventories EOY | $474,500 | InventoriesEOYAmt |
| Inventories EOYFMV | $474,500 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $76,151 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $91,711 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $91,711 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,772,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,741,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,741,997 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,180,483 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $191,571,571 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $191,571,571 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $133,039,366 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $36,575,154 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,314,633 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,866,523 | LandBOYAmt |
| Land EOY | $8,260,521 | LandEOYAmt |
| Land EOYFMV | $8,260,521 | LandEOYFMVAmt |
| Other Assets BOY | $148,951 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,413 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35,413 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $202,943,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,825,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $229,825,888 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,148,989 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,313,856 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $2,117 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,833 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $486,529 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $394,735 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $674,662 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $682,799 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,312,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,393,223 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $200,064,521 | UnrestrictedBOYAmt |
| Unrestricted EOY | $226,556,906 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $566,287 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $875,759 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $200,630,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,432,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $202,943,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $229,825,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $200,630,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,375,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $235,006,679 | SubtotalAmt |
| Other Decreases | $7,574,014 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $227,432,665 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $180,557,682 | $166,287,521 | $14,270,161 | $14,270,161 | |
| K-1 CAPITAL GAINS (LT) | $6,457,106 | $6,457,106 | P | ||
| K-1 CAPITAL GAINS (ST) | $3,162,460 | $3,162,460 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,889,727 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,162,460 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,813,436 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $185,301,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047563 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,810,168 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $189,369,291 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041243 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,513,159 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $178,026,438 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,519,242 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $157,395,176 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054126 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,884,166 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $197,197,562 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045052 | DistributionYr5Rt |
| Total Distribution | 0.230186 | TotalDistributionRt |
| Average Distribution | 0.046037 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $196,969,439 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,067,882 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $296,333 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,364,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,413,210 | 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 | $296,333 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $296,333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $296,333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $168,902 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $135,017 | AppliedToEsTaxAmt |
| Total Payments And Credits | $303,919 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,981 | EsPenaltyAmt |
| Overpayment | $5,605 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,727 | 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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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.HILLWOODMUSEUM.ORG | WebsiteAddressTxt |
| Individual With Books | DOUGLAS ROSE-DIRECTOR OF FINANCE | IndividualWithBooksNm |
| Phone | 2026865807 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4155 LINNEAN AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20008 | 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 | Yes (1) | 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 (22 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATE MARKERT | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | EXECUTIVE DIRECTOR | 40.00 | $261,290 | $31,457 | $68,400 |
| ELLEN MACNEILLE CHARLES | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| NANCY APPLEBY | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KYRA CHEREMETEFF | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | VICE PRESIDENT/SECR. | 2.00 | $0 | $0 | $0 |
| CALVIN BAKER | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY YOUNG DUNCAN | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| BARBARA BOGGS | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACQUELINE KELLY COLLAMORE | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY L BONDURANT | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARCIA DEWITT | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HENRY DUDLEY | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NEDENIA H HARTLEY | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE EMERITI | 1.00 | $0 | $0 | $0 |
| ANDREW IVERSON | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID IVERSON | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEORGE D INVERSON | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSANNAH SIMPSON KENT | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE EMERITI | 1.00 | $0 | $0 | $0 |
| THE HONORABLE PENNE KORTH PEACOCK | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE EMERITI | 1.00 | $0 | $0 | $0 |
| ANDREI QUINN-BARABANOV | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PRISCILLA R ROOSEVELT | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NEDENIA C RUMBOUGH | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STANLEY H RUMBOUGH | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AUBREY SARVIS | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ANGELA DODSON | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | COO | 40.00 | $123,721 | $6,096 | $0 |
| BRIAN BARR | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | DIR. OF HORTICULTURE | 40.00 | $112,067 | $5,522 | $0 |
| MAXIMILIANA PAREDES | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | DIR. OF CURATORIAL | 40.00 | $111,724 | $5,481 | $0 |
| DONALD ROGERS | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | HEAD OF FACILITIES | 40.00 | $110,915 | $5,465 | $0 |
| MICHAEL DUDICH | ||||||||
| 4155 LINNEAN AVE NW | WASHINGTON | DC | 20008 | DIRECTOR OF HR | 40.00 | $102,308 | $2,046 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 31 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1 | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|
| SUNTRUST BANKCARD | ||||||||
| 1000 STEWART AVENUE | GLEN BURNIE | MD | 21061 | INVESTMENT ADVISORY SERVICES | $362,181 | |||
| LAPLACA COHEN ADVERTISING | ||||||||
| 43 WEST STREET | NEW YORK | NY | 10010 | ADVERTISING | $354,006 | |||
| ADVANCED COMPUTER CONCEPTS | ||||||||
| 7927 JONES BRANCH DRIVE SUITE 600N | MCLEAN | VA | 22102 | IT SERVICES | $233,383 | |||
| J KUGEL ANTIQUARIRES | ||||||||
| PUBLISHER | $183,191 | 25 QUAI ANATOLE | PARIS | FR | ||||
| DTZ INC | ||||||||
| 275 GROVE STREET STE 3-200 | AUBURNDALE | MA | 02466 | JANITORIAL SERVICES | $110,388 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAINTAINS THE HOME OF THE LATE MARJORIE MERRIWEATHER POST. UNDER THE TERMS OF HER WILL, THE HOME AND GROUNDS ARE TO BE OPERATED AS A MUSEUM OPEN TO THE PUBLIC TO EXHIBIT HER ART COLLECTION. ALL OF THE OPERATING AND ADMINISTRATIVE EXPENSES INCURRED EXLCUDING INVESTMENT INCOME, MANAGEMENT FEES, RELATE TO THE OPERATION AND MAINTENANCE OF HILLWOOD. | Description1Txt |
| Expenses1 | $8,017,046 | 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 | $197,671,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,274,405 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,492 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,968,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $199,968,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,999,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,969,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,848,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,194,114 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $219,096 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,413,210 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $296,333 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,116,877 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2000-10-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,537,068 | CurrentYearAmt |
| Year1 | $3,563,775 | Year1Amt |
| Year2 | $2,959,044 | Year2Amt |
| Year3 | $206,665 | Year3Amt |
| Total | $16,266,552 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,106,508 | CurrentYearAmt |
| Year1 | $3,029,209 | Year1Amt |
| Year2 | $2,515,187 | Year2Amt |
| Year3 | $175,665 | Year3Amt |
| Total | $13,826,569 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,413,210 | CurrentYearAmt |
| Year1 | $8,898,034 | Year1Amt |
| Year2 | $7,810,168 | Year2Amt |
| Year3 | $7,513,159 | Year3Amt |
| Total | $33,634,571 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,413,210 | CurrentYearAmt |
| Year1 | $8,898,034 | Year1Amt |
| Year2 | $7,810,168 | Year2Amt |
| Year3 | $7,513,159 | Year3Amt |
| Total | $33,634,571 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,565,648 | CurrentYearAmt |
| Year1 | $6,176,704 | Year1Amt |
| Year2 | $6,312,310 | Year2Amt |
| Year3 | $5,934,215 | Year3Amt |
| Total | $24,988,877 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| LECTURES AND SEMINARS | $178,111 |
| MISCELLANEOUS | $52,508 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,649,676 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,136,992 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $772,910 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTION LOAN FEES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,790,668 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,003,529 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,794,197 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | LECTURES AND SEMINARS OFFERED TO PROVIDE INFORMATION ABOUT HILLWOOD ART COLLECTION. |
| 10 | MUSEUM SHOP SALES- REPLICAS AND REPRODUCTIONS OF ART ON DISPLAY IN THE MUSEUM, BOOKS AND OTHER RELATED ITEM ARE AVAILABLE FOR SALE TO THE PUBLIC. |
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 (32 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM T AHLBORG JR | |||||||
| 1 | 8004 SOUTH ALBION STREET | CENTENNIAL | CA | 801223900 | $5,000 | Yes (X) | |
| PATRICIA BAUMAN | |||||||
| 2 | 2358 MASSACHUSETTS AVE | WASHINGTON | DC | 200082801 | $10,000 | Yes (X) | |
| ELLEN M CHARLES | |||||||
| 3 | 1408-31ST STREET NW | WASHINGTON | DC | 200073105 | $45,019 | Yes (X) | Yes (X) |
| MR AND MRS THEODORE H HARTLEY | |||||||
| 4 | C/O DONALD HANDELMAN PO BOX 817 | PURCHASE | NY | 105770817 | $77,440 | Yes (X) | Yes (X) |
| MR AND MRS MARIO J MAPELLI | |||||||
| 5 | 4183 SOUTH EUDORA STREET | CHERRY HILLS VILLAGE | CO | 801135006 | $5,000 | Yes (X) | |
| MARJORIE M POST FOUNDATION | |||||||
| 6 | 5915 FARRINGTON ROAD SUITE 202 | CHAPEL HILL | NC | 275179900 | $131,000 | Yes (X) | |
| KATE AND BUNKY MARKERT | |||||||
| 7 | 2500 UPTON STREET NW | WASHINGTON | DC | 20008 | $5,093 | Yes (X) | Yes (X) |
| THE SALLY F JAMES SCOTT HILL FOUNDA | |||||||
| 8 | C/O DANSER BALAAM FRANK 5 INDEPENDE | PRINCETON | NJ | 08540 | $10,000 | Yes (X) | |
| STOCKMAN FAMILY FOUNDATION TRUST | |||||||
| 9 | 102 CASTLEWOOD ROAD | BALTIMORE | MD | 21210 | $47,750 | Yes (X) | |
| US FINE ARTS COMMISSION | |||||||
| 10 | 401 F STREET NW | WASHINGTON | DC | 200012637 | $68,080 | Yes (X) | |
| DC COMMISSION ON ARTS HUMANITIES | |||||||
| 11 | 2001 EYE STREET SE | WASHINGTON | DC | 20003 | $41,750 | Yes (X) | |
| MR AND MRS CALVIN BAKER | |||||||
| 12 | 6508 ABBEY VIEW WAY | BALTIMORE | MD | 21212 | $5,000 | Yes (X) | |
| MS AMY BALLARD | |||||||
| 13 | 3001 VEAZEY TERRACE NW 217 | WASHINGTON | DC | 20008 | $5,000 | Yes (X) | |
| MR AND MRS THOMAS BOGGS | |||||||
| 14 | 6 EAST KIRKE STREET | CHEVY CHASE | MD | 208154218 | $5,000 | Yes (X) | |
| HON AND MRS JOHN CHAPOTON | |||||||
| 15 | 18 WEST KIRKE STREET | CHEVY CHASE | MD | 208154218 | $5,000 | Yes (X) | |
| ALICE AND JERALD CLARK | |||||||
| 16 | 3530 T STREET NW | WASHINGTON | DC | 200072217 | $5,000 | Yes (X) | |
| HENRY AND MARCIA DEWITT | |||||||
| 17 | 55 FIELDS END HENLOPEN ACRES | REHOBOTH BEACH | DE | 199711611 | $5,000 | Yes (X) | |
| MRS NANCY YOUNG DUNCAN | |||||||
| 18 | 2266-48TH STREET NW | WASHINGTON | DC | 200071035 | $5,000 | Yes (X) | |
| MR LEONARD EGAN | |||||||
| 19 | 4501 POTOMAC AVE NW | WASHINGTON | DC | 200072535 | $5,000 | Yes (X) | |
| MR AND MRS GORDON LINKE | |||||||
| 20 | 5115 CAMMACK DRIVE | BETHESDA | MD | 208162903 | $5,000 | Yes (X) | |
| MS ALISON MARTIN | |||||||
| 21 | 16 MAIN STREET | FALMOUTH | MA | 02540 | $5,000 | Yes (X) | |
| MR DOUGLAS WEIMER | |||||||
| 22 | 2801 NEW MEXICO AVE NW 811 | WASHINGTON | DC | 200073910 | $5,565 | Yes (X) | Yes (X) |
| MR GEORGE FLOYD | |||||||
| 23 | 501 BRIGHTWOOD CLUB DR | LUTHERVILLE | MD | 210933631 | $9,903 | Yes (X) | Yes (X) |
| MS JANICE CLARK | |||||||
| 24 | 5630 WISCONSIN AVE 1704 | CHEVY CHASE | MD | 208154458 | $20,000 | Yes (X) | |
| MR AND MRS PHILIPS PETER | |||||||
| 25 | 10805 TARA ROAD | POTOMAC | MD | 208541341 | $10,000 | Yes (X) | |
| MR AND MRS CG APPLEBY | |||||||
| 26 | 1881 N NASH STREET NO 2008 | ARLINGTON | VA | 222091572 | $24,086 | Yes (X) | Yes (X) |
| MR AND MRS DAVID HAYDEN | |||||||
| 27 | DARK HOLLOW FARM PO BOX 68 | UPPERCO | MD | 21155 | $25,288 | Yes (X) | Yes (X) |
| MRS KATUSHA DAVISON | |||||||
| 28 | 10 EAST 70TH STR APT 9B | NEW YORK | NY | 100215246 | $5,015 | Yes (X) | Yes (X) |
| MRS DIANE WILSEY | |||||||
| 29 | 2590 JACKSON STREET | SAN FRANSISCO | CA | 94115 | $15,000 | Yes (X) | |
| MR AND MRS HARLAN CROW | |||||||
| 30 | 4700 PRESTON ROAD | DALLAS | TX | 752053712 | $35,000 | Yes (X) | |
| AMERICAN UNITVERSITY | |||||||
| 31 | 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | $5,822 | Yes (X) | |
| TTR SOTHEBY'S INTERNATIONAL REALTY | |||||||
| 32 | 1206 30TH STREET NW | WASHINGTON | DC | 200073401 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 380 SHARES OF ROYAL DUTCH $25,019504 SHARES OF EXXON MOBIL $20,000 | $45,019 | 2013-12-05 |
| 4 | 475 SHARES OF TE CONNECTIVITY $25,530700 SHARES LIFE $51,910 | $77,440 | 2013-10-30 |
| 7 | 112 SHARES OF COMCAST STOCK | $5,093 | 2013-10-21 |
| 22 | 486 SHARES OF CNO STOCK | $5,565 | 2013-04-02 |
| 23 | 143 SHARES OF GILD STOCK | $9,903 | 2013-11-04 |
| 26 | 1318 SHARES OF BOOZ ALLEN STOCK | $24,086 | 2013-07-11 |
| 27 | 378 SHARES OF FINANCIAL ENGINES INC. STOCK | $25,288 | 2013-12-18 |
| 28 | 217 SHARES OF SCHWAB STOCK | $5,015 | 2013-10-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $47,482 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,482 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY OF THE 990PF FOR THEIR FILES. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TROWE PRICE NEW ERA FUND | $0 | $0 |
| VANGUARD BOND INDEX FUND | $191,571,571 | $191,571,571 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONSUMER DISCRETIONARY | $4,572,384 | $4,572,384 |
| CONSUMER STAPLES | $570,379 | $570,379 |
| ENERGY | $1,533,834 | $1,533,834 |
| FINANCIAL SERVICES | $5,221,769 | $5,221,769 |
| HEALTH CARE | $2,379,178 | $2,379,178 |
| INDUSTRIALS | $2,597,863 | $2,597,863 |
| INFORMATION TECHNOLOGY | $6,154,359 | $6,154,359 |
| TELECOMMUNICATION | $712,231 | $712,231 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLINGTON TRUST CO-PARTNERSHIP | FMV | $0 | $0 |
| WALTER SCOTT INTERNATIONAL FUND-PARTNERSHIP | FMV | $0 | $0 |
| ADAGE CAPITAL PARNERS, LP | FMV | $0 | $0 |
| THE EMERGING MARKETS COUNTRY FUND-PARTNERSHIP | FMV | $0 | $0 |
| ACADIAN GLOBAL LOW VOLATILITY EQUITY FUND-PARTNERSHIP | FMV | $0 | $0 |
| WEATHERLOW OFFSHORE FUND 1 LTD-OFFSHORE FEEDER FUND | FMV | $0 | $0 |
| ETAP FUND-OFFSHORE | FMV | $0 | $0 |
| ARCHSTONE OFFSHORE FUND | FMV | $0 | $0 |
| BRANDYWINE FIXED INCOME ACCOUNT | FMV | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,531 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,531 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $14,030 | $35,413 | $35,413 |
| NET FILM DEVELOPMENT COSTS | $2,500 | $0 | $0 |
| EXCISE TAX RECEIVABLE | $132,421 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $7,574,014 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE AND FAX | $40,753 | $0 | $0 | $40,753 |
| MAINTENANCE AND REPAIRS | $454,019 | $0 | $0 | $454,019 |
| SUPPLIES AND SMALL EQUIPMENT | $421,052 | $0 | $0 | $421,052 |
| INSURANCE | $232,850 | $0 | $0 | $232,850 |
| CATERING | $231,939 | $0 | $0 | $231,939 |
| BANK FEES | $47,143 | $47,143 | $47,143 | $0 |
| LICENSES | $64,517 | $0 | $0 | $64,517 |
| HOUSE CONSERVATION PROJECTS | $77,080 | $0 | $0 | $77,080 |
| MUSEUM EVENTS AND ACTIVITIES | $997,616 | $0 | $0 | $1,004,380 |
| PASS THROUGH FROM K-1 | $0 | $232,543 | $232,543 | $0 |
| POSTAGE AND DELIVERY | $54,523 | $0 | $0 | $54,523 |
| TRAINING/RECRUITMENT | $25,290 | $0 | $0 | $25,290 |
| DUES AND PUBLICATIONS | $67,148 | $0 | $0 | $67,148 |
| UTILITIES | $390,149 | $0 | $0 | $390,149 |
| PUBLIC RELATIONS | $5,818 | $0 | $0 | $5,818 |
| PAYROLL BENEFITS | $3,350 | $0 | $0 | $3,350 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LECTURES AND SEMINARS | $178,111 | $178,111 |
| MISCELLANEOUS | $52,508 | $52,508 |
| COLLECTION LOAN FEES | $4,000 | $4,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX LIABILITY | $674,662 | $522,156 |
| FEDERAL EXCISE TAX LIABILITY | $0 | $160,643 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $372,282 | $372,282 | $372,282 | $0 |
| OTHER PROFESSIONAL SERVICES | $1,944 | $0 | $0 | $1,944 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $14,215 | $0 | $0 | $14,215 |
| FEDERAL EXCISE TAXES | $143,827 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $19,479 | $19,479 | $0 |
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