RAPIDAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RAPIDAN FOUNDATION (EIN 52-1998317)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349101997
- Schema version
- 2024v5.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:54:04-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481267223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL RINALDI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5335 WISCONSIN AVE NW SUITE 440 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200152079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521998317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPIDAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAPI | BusinessNameControlTxt |
| Phone | 2026593000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NEW HAMPSHIRE AVE NW STE 502 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R EPSTEIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2026593000 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J RINALDI II | PreparerPersonNm |
| PTIN | P00448062 | PTIN |
| Phone | 2023638500 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,935,848 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $283,029 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,026 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,941 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $287,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,072,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $287,887 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $62,185 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,185 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $669,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,961 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,182 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,182 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $86 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $86 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $296,918 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $296,918 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $300,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $300,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $300,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $256,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,775 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,680 | CashBOYAmt |
| Cash EOY | $7,475 | CashEOYAmt |
| Cash EOYFMV | $7,476 | CashEOYFMVAmt |
| Other Investments BOY | $1,630,452 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,827,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,928,372 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,644,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,835,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,935,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,644,132 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,835,300 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,644,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,644,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,835,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,644,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $256,389 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,900,521 | SubtotalAmt |
| Other Decreases | $65,221 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| K-1 ECH ST | P | 2025-06-30 | $175 | -$175 | -$175 | |
| K-1 ECH LT | P | 2025-06-30 | $21,218 | $21,218 | $21,218 | |
| MS - SEPT 2024 STATEMENT | P | 2024-09-30 | $564,552 | $267,309 | $267,309 | $831,861 |
| MS - NOV 2024 STATEMENT | P | 2024-11-30 | $15,957 | -$1,950 | -$1,950 | $14,007 |
| MS - JAN 2025 STATEMENT | P | 2025-01-31 | $13,237 | $1,238 | $1,238 | $14,475 |
| MS - FEB 2025 STATEMENT | P | 2025-02-28 | $49,547 | $453 | $453 | $50,000 |
| MS - APR 2025 STATEMENT | P | 2025-04-30 | $125,803 | $490 | $490 | $126,293 |
| MS - APR 2025 STATEMENT | P | 2025-04-30 | $1 | $1,011 | $1,011 | $1,012 |
| MS - JUNE 2025 STATEMENT | P | 2025-06-30 | $15,839 | -$1,707 | -$1,707 | $14,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $287,887 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,651 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,123 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,123 | SubtotalAmt |
| Tax Based On Investment Income | $1,123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $601 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $601 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $535 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPIDAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026593000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NEW HAMPSHIRE AVE NW STE 502 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES R EPSTEIN | ||||||||
| 21 DUPONT CIRCLE NW 410 | WASHINGTON | DC | 20036 | SECRETARY | 0.50 | $0 | $0 | $0 |
| SUSAN M GEORGE MD | ||||||||
| 21 DUPONT CIRCLE NW 410 | WASHINGTON | DC | 20036 | CHAIRPERSON | 0.50 | $0 | $0 | $0 |
| JOSEPH P JUNKIN | ||||||||
| 21 DUPONT CIRCLE NW 410 | WASHINGTON | DC | 20036 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SAN MIGUEL - CASA INC | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| Description2 | SOCIAL AND ENVIRONMENT ENTREPRENEURS | Description2Txt |
| Expenses2 | $18,000 | Expenses2Amt |
| Description3 | DOCTOR FOR GLOBAL HEALTH | Description3Txt |
| Expenses3 | $15,000 | Expenses3Amt |
| Description4 | MADRE | Description4Txt |
| Expenses4 | $15,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,954,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,977,278 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,977,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,947,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,123 | TotalTaxAmt |
| Distributable Before Adj | $96,258 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,258 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,258 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $112,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,258 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $40,883 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,841 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,463 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,761 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,948 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $96,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,242 | RemainingDistriFromCorpusAmt |
| Total Corpus | $109,190 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $109,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,883 | ExcessFromYear4Amt |
| Excess From Year3 | $15,841 | ExcessFromYear3Amt |
| Excess From Year2 | $14,463 | ExcessFromYear2Amt |
| Excess From Year1 | $21,761 | ExcessFromYear1Amt |
| Excess From Current Year | $16,242 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SEE ATTACHED SCHEDULE B INFO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RAPIDAN FOUNDATION ATTN KRIS COX | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NEW HAMPSHIRE AVE SUITE 502 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2026593000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION NOT TO EXCEED 6 PAGES; ATTACH 501(C)(3) LETTER FROM IRS; MISSION STATEMENT; SPONSOR PROVIDED; PROJECT SCOPE, BUDGET, STAFF & PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28, 2025 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS TO COMPLY WITH FOUNDATION PURPOSE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NURTURING MINDS INC | |||||||
| PO BOX 600617 | NEWTONVILLE | MA | 02460 | NONE | 501(C) | EDUCATION | $15,000 |
| DOCTORS FOR GLOBAL HEALTH | |||||||
| PO BOX 1761 | DECATUR | GA | 30031 | NONE | 501(C) | LATINA ENTREPRENEURSHIP | $15,000 |
| SAN MIGUEL - CASA INC | |||||||
| 5501 BALCONES DR A188 | AUSTIN | TX | 787315043 | NONE | 501(C) | WOMENS HEALTH | $25,000 |
| PONHEARY LY FOUNDATION | |||||||
| PO BOX 17034 | AUSTIN | TX | 78760 | NONE | 501(C) | EDUCATION | $14,500 |
| MADRE | |||||||
| 335 S VAN NESS AVENUE | SAN FRANCISCO | CA | 94103 | NONE | 501(C) | WOMENS HEALTH | $15,000 |
| EKVN-YEFOLECV SOCIAL AND ENVIRON | |||||||
| PO BOX 148 | WEOGUFKA | AL | 35183 | NONE | 501(C) | WOMENS HEALTH | $18,000 |
| FAIR GIRLS INC | |||||||
| 2021 L ST NW 100-254 | WASHINGTON | DC | 20036 | NONE | 501(C) | WOMENS HEALTH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,026 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,948 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $287,887 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 OTHER REVENUE | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $62,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $386,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,046 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SARAH G EPSTEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 DUPONT CIRCLE NW SUITE 410 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $283,029 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,182 | Amt |
| Net Investment Income | $3,182 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - ECH | $945,432 | $945,432 |
| INVESTMENT - CHARLES SCHWAB | ||
| INVESTMENT - MORGAN STANLEY | $882,393 | $982,940 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $63,943 |
| FEDERAL TAXES PAID | $1,278 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| K-1 CASH CONTRIB 50% | $2 | $2 |
| FEE - ADMINSTRATIVE | $642 | $642 |
| PORTFOLIO DEDUCTIONS | $4,790 | $4,790 |
| K-1 INVESTMENT INTEREST EXPEN | $1,625 | $1,625 |
| LIFE INSURANCE | $283,029 | $283,029 |
| INVESTMENT MANAGEMENT FEES | $6,484 | $6,484 |
| K-1 NONDEDUCTIBLE EXP | $18 | $18 |
| MISCELLANEOUS | $328 | $328 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $62,185 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,185 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $86 | Amt |
| Net Investment Income | $86 | NetInvestmentIncomeAmt |
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