THE MILLER-WEHRLE FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE MILLER-WEHRLE FAMILY FOUNDATION (EIN 20-8091563)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-03
- IRS object ID
- 201122769349100052
- Schema version
- 2010v3.4
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-03T15:10:11-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSSLANGAN & MCKENDREE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 WESTPARK DR STE T420 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208091563 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILLER-WEHRLE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 2022447056 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5448 33RD STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200151627 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW B MILLER | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 2022447056 | Phone |
| Date Signed | 2011-09-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN L IOFFREDO | Name |
| Phone | 7038932660 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4884727 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 38748 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 38748 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 70666 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 70666 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 25115 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2304349 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 25115 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 8838 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 8838 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 143367 | TotalRevenueAndExpenses |
| Total Net Investment Income | 143367 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 11886 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 48590 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 48590 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 83 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 60559 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 48590 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 211500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 211500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 272059 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 48590 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 211500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -128692 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 94777 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 302411 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13976 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13976 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 9111 | AccountsReceivable |
| Accounts Receivable BOY | 2711 | AccountsReceivableBOY |
| Accounts Receivable EOY | 9111 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 9111 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 2676411 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3297095 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3297095 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1446078 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 986207 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 986207 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 578338 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 578338 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4427611 | TotalAssetsBOY |
| Total Assets EOY | 4884727 | TotalAssetsEOY |
| Total Assets EOYFMV | 4884727 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4427611 | UnrestrictedBOY |
| Unrestricted EOY | 4884727 | UnrestrictedEOY |
| Total Net Assets BOY | 4427611 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4884727 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4427611 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4884727 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4427611 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -128692 | ExcessOfRevenueOverExpenses |
| Other Increases | 585808 | OtherIncreases |
| Subtotal | 4884727 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4884727 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| ROBECO-SAGE TRITON FUND LLC | P | -11289 | -11289 | ||
| POWERSHARES DB AGRICULTURE | P | 7542 | 7542 | ||
| POWERSHARES DB AGRICULTURE | P | 11295 | 11295 | ||
| POWERSHARES DB COMMODITY | P | 4086 | 4086 | ||
| POWERSHARES DB COMMODITY | P | 6310 | 6310 | ||
| GREENHAVEN CONT COMM INDX FD | P | 7766 | 7766 | ||
| GREENHAVEN CONT COMM INDX FD | P | 11649 | 11649 | ||
| POWERSHARES DB BASE METALS | P | -324 | -324 | ||
| POWERSHARES DB BASE METALS | P | 242 | 242 | ||
| MS HOBQA | P | 18402 | 18402 | 456219 | 437817 |
| MS 14543 | P | -868 | -868 | 4956 | 5824 |
| MS 14543 | P | -157233 | -157233 | 258658 | 415891 |
| MS 14544 | P | 13143 | 13143 | 42729 | 29586 |
| MS 14544 | P | 44230 | 44230 | 286620 | 242390 |
| MS 14997 | P | -2342 | -2342 | 35661 | 38003 |
| MS 14997 | P | 10399 | 10399 | 192553 | 182154 |
| MS 78480 | P | 17826 | 17826 | 418852 | 401026 |
| MS 78480 | P | 19095 | 19095 | 487854 | 468759 |
| MS 14681 | P | 8633 | 8633 | 82507 | 73874 |
| MS 14681 | P | 9782 | 9782 | 30969 | 21187 |
| CAPITAL GAINS DIVIDENDS | P | 6771 | 6771 | 6771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 25115 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 233427 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4236743 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055096 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54798 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4700053 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.011659 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1545 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1122578 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.001376 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 935750 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.068131 | TotalDistributionRatio |
| Average Distribution Ratio | 0.017033 | AverageDistributionRatio |
| Net Noncharitable Assets | 4503560 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 76709 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 948 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 77657 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 211500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 948 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 948 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 948 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 865 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 1865 | TotalCreditsAndPayments |
| Overpayment | 917 | Overpayment |
| Amount Credited To Next Year | 917 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2022447056 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5448 33RD STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200151627 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH M WEHRLE | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | PRESIDENT/TREASURER | 1.00 | 0 | 0 | 0 |
| MATTHEW B MILLER | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | VICE PRESIDENT/SECRETARY | 4.00 | 0 | 0 | 0 |
| COLIN A MILLER | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| E LYNNE MILLER | ||||||||
| 5448 33RD STREET NW | WASHINGTON | DC | 20015 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4359253 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 212889 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4572142 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4572142 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 68582 | CashDeemedCharitable |
| Net Noncharitable Assets | 4503560 | NetNoncharitableAssets |
| Minimum Investment Return | 225178 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 225178 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 948 | TaxBasedOnInvestmentIncome |
| Total Tax | 948 | TotalTax |
| Distributable Amount Before Adj | 224230 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 224230 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 224230 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 211500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 211500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 948 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 210552 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 224230 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 211177 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 211500 | QualifyingDistributions |
| Applied To Year1 | 211177 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 323 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 223907 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH M WEHRLE | ContributingManager |
| Contributing Manager | MATTHEW B MILLER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACUMEN FUND | |||||||
| 76 NINTH AVENUE STE 315 | NEW YORK | NY | 10011 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| APPALACHIAN COMMUNITY FUND | |||||||
| 530 SOUTH GAY STREET STE 700 | KNOXVILLE | TN | 37902 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| APPALACHIAN TRAIL CONSERVANCY | |||||||
| 799 WASHINGTON ST | HARPERS FERRY | WV | 25425 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| APPALACHIAN VOICES | |||||||
| 191 HOWARD ST | BOONE | NC | 28607 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| ASHRAYA INITIATIVE FOR CHILDREN | |||||||
| 9 SPARROW CREST | ITHACA | NY | 14850 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| AVALON THEATRE PROJECT | |||||||
| 5505 CONNECTICUT AVE NW 226 | WASHINGTON | DC | 20015 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| CAPITAL AREA FOOD BANK | |||||||
| 645 TAYLOR ST NE | WASHINGTON | DC | 20017 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| CATALYST PROJECT | |||||||
| 522 VALENCIA STREET 2 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| CENTER FOR GLOBAL DEVELOPMENT | |||||||
| 1800 MASSACHUSETTS AVE NW 3RD FL | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 |
| CENTER FOR INSPIRED TEACHING | |||||||
| 1436 U ST NW STE 400 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| CHEASAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| CHEASAPEAKE WILDLIFE HERITAGE | |||||||
| BOX 1745 | EASTON | MD | 21601 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| COLLEGE BOUND | |||||||
| 128 M STREET NW STE 220 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| COMMUNITY TAX AID INC | |||||||
| 218 D STREET SE | WASHINGTON | DC | 20033 | NONE | 501(C)(3) | UNRESTRICTED | $3,500 |
| CORPORATION FOR ENTERPRISE DEVELOPMENT (CFED) | |||||||
| 1200 G ST NW STE 400 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| DC VOLUNTEER LAWYERS PROJECT | |||||||
| 5335 WISCONSIN AVE NW STE 440 | WASHINGTON | DC | 20015 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | 501(C)(3) | UNRESTRICTED | $7,000 |
| ENDEAVOR INITIATIVE INC | |||||||
| 900 BROADWAY STE 301 | NEW YORK | NY | 10003 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 |
| FIERCE | |||||||
| 147 WEST 24TH ST 6TH FL | NEW YORK | NY | 10011 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| FINCA INTERNATIONAL | |||||||
| 1101 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| FOOD & FRIENDS | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| FREE THE CHILDREN | |||||||
| PO BOX 32099 | HARTFORD | CT | 061502099 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| GOODWILL OF GREATER WASHINGTON | |||||||
| 2200 SOUTH DAKOTA AVE NE | WASHINGTON | DC | 20018 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| HAWAI'I PEOPLES FUND | |||||||
| 949 KAPIOLANI BLVD STE 100 | HONOLULU | HI | 96814 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| HIPS | |||||||
| 1309 RHODE ISLAND AVE NE STE 2B | WASHINGTON | DC | 20018 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| LANGUAGE ETC | |||||||
| 2200 CALIFORNIA ST NW | WASHINGTON | DC | 20008 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| MANNA MEAL INC | |||||||
| 1105 QUARRIER ST | CHARLESTON | WV | 25301 | NONE | 501(C)(3) | UNRESTRICTED | $7,000 |
| MIRIAM'S KITCHEN | |||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | UNRESTRICTED | $7,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST 5TH FL | BOSTON | MA | 02114 | NONE | 501(C)(3) | UNRESTRICTED | $13,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 845578 | BOSTON | MA | 02284 | NONE | 501(C)(3) | UNRESTRICTED | $13,000 |
| POLARIS PROJECT | |||||||
| PO BOX 53315 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| POTOMAC RIVER KEEPER | |||||||
| 1100 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| QUEERS FOR ECONOMIC JUSTICE | |||||||
| 16 W 32ND STREET STE 10H | NEW YORK | NY | 10001 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| RAILS-TO-TRAILS CONSERVANCY | |||||||
| 2121 WARD CT NW 5TH FL | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| RAIN FOREST ALLIANCE | |||||||
| 665 BROADWAY STE 500 | NEW YORK | NY | 10012 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| RESOURCE GENERATION | |||||||
| 220 E 23RD STREET STE 509 | NEW YORK | NY | 10010 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 |
| SEXUAL MINORITY YOUTH ASSISTANCE LEAGUE | |||||||
| 410 7TH ST SE | WASHINGTON | DC | 200032707 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96246 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| SO OTHERS MIGHT EAT | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | UNRESTRICTED | $7,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE PO 548 | MONTGOMERY | AL | 36177 | NONE | 501(C)(3) | UNRESTRICTED | $7,000 |
| SYLVIA RIVERA LAW PROJECT | |||||||
| 147 WEST 24TH ST 5TH FL | NEW YORK | NY | 10001 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| THE GLOBAL GREENGRANTS FUND INC | |||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | NONE | 501(C)(3) | UNRESTRICTED | $8,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 222031606 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| THIRD WAVE FOUNDATION | |||||||
| 220 E 23RD STREET STE 509 | NEW YORK | NY | 10010 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| WHITMAN WALKER CLINIC | |||||||
| 1701 14TH ST NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| WORLD FOOD PROGRAM USA | |||||||
| 1819 L STREET NW STE 900 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | UNRESTRICTED | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 211500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38,748 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $70,666 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $8,838 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $25,115 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $143,367 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 143367 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $11,886 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | WASHINGTON DC DOES NOT REQUIRE A PRIVATE FOUNDATION TO FURNISH A COPY OF THE 990-PF TO THE ATTORNEY GENERAL OR DESIGNATE. | Statement |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BONDS | NameOfBond |
| EOY Book Value | 986207 | EOYBookValue |
| EOYFMV | 986207 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS & MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 3297095 | EOYBookValue |
| EOYFMV | 3297095 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 578338 | BookValue |
| EOYFMV | 578338 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | D.C. LICENSE FEE | Description |
| Revenue And Expenses Per Books | 83 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PORTFOLIO INC FROM K-1 | 8508 | 8508 | 8508 |
| OTHER INCOME | 330 | 330 | 330 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADJUSTMENT TO COST BASIS | $334 |
| UNREALIZED GAIN | $585,474 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $48,590 | Amount |
| Net Investment Income | 48590 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments