W RUSSELL AND NORMA RAMSEY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
W RUSSELL AND NORMA RAMSEY FOUNDATION INC (EIN 52-1853713)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-02-11
IRS object ID
201310429349100106
Schema version
2011v1.5
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-02-11T13:42:11-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521220482EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KAISER SCHERER & SCHLEGEL PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11410 SPRING HILL ROAD SUITE 400AddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521853713EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1W RUSSELL AND NORMA RAMSEY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWRUSNameControl
Phone7032691900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18200 GREENSBORO DRIVE NO 1550AddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameW RUSSELL RAMSEYName
TitleDIRECTORTitle
Phone7032691900Phone
Date Signed2013-02-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNED S SCHERERName
PTINP00437387PTIN
Phone7038474660Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY17564FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss100000ContriReceivedRevAndExpnss
Dividends Rev And Expnss1DividendsRevAndExpnss
Dividends Net Invst Incm1DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses100001TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss423OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss423TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss127700ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps127700ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss128123TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps127700TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-28122ExcessOfRevenueOverExpenses
Net Investment Income1NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY45686CashBOY
Cash EOY17564CashEOY
Cash EOYFMV17564CashEOYFMV
Total Assets BOY45686TotalAssetsBOY
Total Assets EOY17564TotalAssetsEOY
Total Assets EOYFMV17564TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY45686RetainedEarningsBOY
Retained Earnings EOY17564RetainedEarningsEOY
Total Net Assets BOY45686TotalNetAssetsBOY
Total Net Assets EOY17564TotalNetAssetsEOY
Total Liabilities Net Assets BOY45686TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY17564TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY45686TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-28122ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal17564Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY17564TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1489540QualifyingDistributionsYear1
Noncharitable Assets Year164807NoncharitableAssetsYear1
Distribution Ratio Year17.553814DistributionRatioYear1
Qualifying Distributions Year2348000QualifyingDistributionsYear2
Noncharitable Assets Year261126NoncharitableAssetsYear2
Distribution Ratio Year25.693158DistributionRatioYear2
Qualifying Distributions Year3206950QualifyingDistributionsYear3
Noncharitable Assets Year3141077NoncharitableAssetsYear3
Distribution Ratio Year31.466929DistributionRatioYear3
Qualifying Distributions Year4142456QualifyingDistributionsYear4
Noncharitable Assets Year4169700NoncharitableAssetsYear4
Distribution Ratio Year40.839458DistributionRatioYear4
Qualifying Distributions Year557300QualifyingDistributionsYear5
Noncharitable Assets Year532545NoncharitableAssetsYear5
Distribution Ratio Year51.760639DistributionRatioYear5
Total Distribution Ratio17.313998TotalDistributionRatio
Average Distribution Ratio3.462800AverageDistributionRatio
Net Noncharitable Assets55972NetNoncharitableAssets
Adjusted Noncharitable Assets193820AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One193820AdjNonchrtblAssetsAndOnePct
Qualifying Distributions127700QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithVAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameW RUSSELL RAMSEYBooksInCareOfPersonName
Books In Care Of Phone Number7032691900BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line18200 GREENSBORO DR STE 1550AddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
W RUSSELL RAMSEY
10411 NEW ASCOT DRIVEGREAT FALLSVA22066DIRECTOR0.00000
NORMA RAMSEY
10411 NEW ASCOT DRIVEGREAT FALLSVA22066DIRECTOR0.00000
NED S SCHERER
1410 SPRING HILL ROAD SUITE 400MCLEANVA22102DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S ONLY CHARITABLE ACTIVITY CONSISTS OF MAKING CASH CONTRIBUTIONS TO A VARIETY OF CHARITABLE ORGANIZATIONS.Description1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances56824AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets56824TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets56824AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable852CashDeemedCharitable
Net Noncharitable Assets55972NetNoncharitableAssets
Minimum Investment Return2799MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2799MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj2799DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded2799DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted2799DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions127700ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions127700QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions127700AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2799DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year555673ExcessDistriCarryoverYear5
Excess Distri Carryover Year4133971ExcessDistriCarryoverYear4
Excess Distri Carryover Year3199906ExcessDistriCarryoverYear3
Excess Distri Carryover Year2344944ExcessDistriCarryoverYear2
Excess Distri Carryover Year1486300ExcessDistriCarryoverYear1
Total Excess Distri Carryover1220794TotalExcessDistriCarryover
Qualifying Distributions127700QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year2799AppliedToCurrentYear
Remaining Distri From Corpus124901RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1345695TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year555673ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1290022ExcessDistriCyovToNextYear
Excess From Year4133971ExcessFromYear4
Excess From Year3199906ExcessFromYear3
Excess From Year2344944ExcessFromYear2
Excess From Year1486300ExcessFromYear1
Excess From Current Year124901ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerW RUSSELL RAMSEYContributingManager
Contributing ManagerNORMA RAMSEYContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AUTISM SPEAKS
1990 K STREET NW 2ND FLOORWASHINGTONDC20006NONEPUBLIC CHARITYUNRESTRICTED$2,500
BETHANY BEACH VOLUNTEER FIRE COMPANY INC
215 HOLLYWOOD STREETBETHANY BEACHDE19930NONEPUBLIC CHARITYUNRESTRICTED$500
BUILDING BRIDGES ACROSS THE RIVER INC
1901 MISSISSIPPI AVE SEWASHINGTONDC20020NONEPUBLIC CHARITYUNRESTRICTED$10,000
COUNTRY DAY SCHOOL
6418 GEORGETOWN PIKEMCLEANVA22101NONESCHOOLUNRESTRICTED$3,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROADBETHESDAMD20814NONEPUBLIC CHARITYUNRESTRICTED$5,000
GEORGETOWN PREPARATORY SCHOOL
10900 ROCKVILLE PIKEBETHESDAMD20852NONESCHOOLUNRESTRICTED$25,500
GREAT FALLS VOLUNTEER FIRE DEPARTMENT
PO BOX 78GREAT FALLSVA22066NONEPUBLIC CHARITYUNRESTRICTED$1,000
JUVENILE DIABETES RESEARCH FOUNDATION
825 HAMMMONDS FERRY ROAD SUITE H-JLINTHICUMMD21090NONEPUBLIC CHARITYUNRESTRICTED$5,000
LARRY KING CARDIAC FOUNDATION
15720 CRABBS BRANCH WAYROCKVILLEMD20855NONEPUBLIC CHARITYUNRESTRICTED$10,000
NATIONAL FUND UNITED STATES BOTANIC GARDEN
245 FIRST ST SWWASHINGTONDC20024NONEPUBLIC CHARITYUNRESTRICTED$500
NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND
901 E ST NW SUITE 100WASHINGTONDC20004NONEPUBLIC CHARITYUNRESTRICTED$1,000
NEIGHBORS FOUNDATION
1146-D WALKER ROADGREAT FALLSVA22066NONEPUBLIC CHARITYUNRESTRICTED$100
POTOMAC SCHOOL
1301 POTOMAC SCHOOL ROADMCLEANVA22101NONESCHOOLUNRESTRICTED$35,000
SAINT JOHN'S EPISCOPAL CHURCH
PO BOX 457MCLEANVA22101NONECHURCHUNRESTRICTED$100
TAHOE FOREST HEALTH SYSTEM FOUNDATION
10976 DONNER PASS RD PO BOX 2508TRUCKEECA96160NONEPUBLIC CHARITYUNRESTRICTED$1,000
THE BUXTON INITIATIVE
1717 RHODE ISLAND AVE NW SUITE 700WASHINGTONDC20036NONEPUBLIC CHARITYUNRESTRICTED$2,500
THE GREVEY FOUNDATION
8116 ARLINGTON BLVD 137FALLS CHURCHVA22042NONEPUBLIC CHARITYUNRESTRICTED$500
VIRGINIA FOUNDATION FOR INDEPENDENT COLLEGES
8010 RIDGE ROAD SUITE BRICHMONDVA23229NONEPUBLIC CHARITYUNRESTRICTED$1,000
WASHINGTON JESUIT ACADEMY
900 VARNUM STREET NEWASHINGTONDC20017NONESCHOOLUNRESTRICTED$1,000
WE ARE FAMILY FOUNDATION
PO BOX 1352 MIDTOWN STATIONNEW YORKNY10018NONEPUBLIC CHARITYUNRESTRICTED$10,000
WOLF TRAP FUNDATION
1645 TRAP ROADVIENNAVA22182NONEPUBLIC CHARITYUNRESTRICTED$12,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year127700TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualRUSSELL AND NORMA RAMSEYContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line18200 GREENSBORO DRIVE 1550AddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions100000AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
CT CORPORATION36500
BANK FEES3300
OTHER EXPENSES2500

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