FARVUE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FARVUE FOUNDATION INC (EIN 27-1938940)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349103523
- Schema version
- 2025v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:19:14+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DR STE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221023599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271938940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARVUE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARV | BusinessNameControlTxt |
| Phone | 2026867112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE NW 217 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN SAND | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2026867112 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAKE COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,985,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,139,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,118,856 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,362,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,483,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,812,369 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $9,355 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,355 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,512,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,940,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $246,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,259 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $229,292 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,373 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,216 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,157 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,741 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,870 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,871 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $199,065 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $199,065 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $77,761 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,781 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $709,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $238,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $279,101 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,030,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,030,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,739,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $238,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,309,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$227,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,702,572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,306,942 | CashBOYAmt |
| Cash EOY | $2,105,411 | CashEOYAmt |
| Cash EOYFMV | $2,105,411 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $76,468,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,717,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,717,973 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,891,830 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,162,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,162,387 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $23,705 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $23,705 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $23,705 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $91,691,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,985,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,985,771 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $91,667,697 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $96,985,771 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,667,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,985,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,667,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,985,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,667,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$227,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,545,937 | OtherIncreasesAmt |
| Subtotal | $96,985,771 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,985,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $140,000 | $139,882 | $118 | $0 | $118 | |
| PUBLICLY TRADED SECURITIES | P | $8,908,236 | $9,397,897 | -$489,661 | $0 | -$489,661 | $0 |
| PUBLICLY TRADED SECURITIES | P | $9,435,644 | $4,133,732 | $5,301,912 | $0 | $5,301,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,812,369 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,266 | SubtotalAmt |
| Tax Based On Investment Income | $79,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $153,225 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $153,225 | TotalPaymentsAndCreditsAmt |
| Overpayment | $73,959 | OverpaymentAmt |
| Applied To ES Tax | $73,959 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 | https://www.farvuefoundation.org | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 2026867112 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE NW 217 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Joan Douglas Murray | ||||||||
| 4910 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | President | 20.00 | $0 | $0 | $0 |
| Sara Murray | ||||||||
| 4910 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | Director | 6.00 | $12,200 | $0 | $0 |
| David Murray | ||||||||
| 4910 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | Director | 1.00 | $0 | $0 | $0 |
| Carolyn Sand | ||||||||
| 4910 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | Executive Director | 18.00 | $234,350 | $0 | $0 |
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 | $74,309,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,050,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,705 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,383,486 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,383,486 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,175,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,207,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,860,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,860,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,266 | TotalTaxAmt |
| Distributable Before Adj | $3,781,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,781,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,781,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,309,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,309,101 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,781,121 | DistributableAsAdjustedAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,079,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,682,161 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,944,291 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,068,671 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,630,984 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,405,548 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,309,101 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,781,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,527,980 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,933,528 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,079,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,854,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,682,161 | ExcessFromYear4Amt |
| Excess From Year3 | $2,944,291 | ExcessFromYear3Amt |
| Excess From Year2 | $3,068,671 | ExcessFromYear2Amt |
| Excess From Year1 | $2,630,984 | ExcessFromYear1Amt |
| Excess From Current Year | $1,527,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Doctors Without Borders | ||||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | NONE | PC | General support | $500,000 | |
| Natural Resources Defense Council | ||||||||
| 40 West 20th Street 11th Floor | New York | NY | 10011 | NONE | PC | General support | $500,000 | |
| Earthjustice | ||||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | NONE | PC | General support | $500,000 | |
| World Central Kitchen | ||||||||
| 655 New York Avenue 6th Floor | Washington | DC | 20001 | NONE | PC | General support | $300,000 | |
| Southern Environmental Law Center | ||||||||
| 201 West Main Street Suite 14 | Charlottesville | VA | 22902 | NONE | PC | General support | $300,000 | |
| Environmental Law & Policy Center | ||||||||
| 35 E Wacker Drive Suite 1600 | Chicago | IL | 60601 | NONE | PC | General support | $150,000 | |
| New York Botanical Garden | ||||||||
| 2900 Southern Boulevard | Bronx | NY | 10458 | NONE | PC | General support | $150,000 | |
| Sibley Memorial Hospital Foundation | ||||||||
| 5255 Loughboro Road NW | Washington | DC | 20016 | NONE | PC | General support | $150,000 | |
| Environmental Working Group | ||||||||
| 1436 U Street NW Suite 100 | Washington | DC | 20009 | NONE | PC | General support | $150,000 | |
| Re-Wild | ||||||||
| PO Box 129 | Austin | TX | 78767 | NONE | PC | General support | $150,000 | |
| Americares | ||||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | NONE | PC | General support | $150,000 | |
| Akashinga | ||||||||
| 100 North 18th Street Suite 300 | Philadelphia | PA | 19103 | NONE | PC | General support | $100,000 | |
| Direct Relief | ||||||||
| 27 S La Patera Lane | Santa Barbara | CA | 93117 | NONE | PC | General support | $100,000 | |
| WAMU | ||||||||
| 4401 Connecticut Avenue | Washington | DC | 20008 | NONE | PC | General support | $100,000 | |
| Friends of the High Line | ||||||||
| 820 Washington Street | New York | NY | 10014 | NONE | PC | General support | $100,000 | |
| WETA | ||||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | NONE | PC | General support | $100,000 | |
| The Barack Obama Foundation | ||||||||
| 5235 S Harper Court Suite 1140 | Chicago | IL | 60615 | NONE | PC | General support | $100,000 | |
| Capital Area Food Bank | ||||||||
| 4900 Puerto Rico Avenue | Washington | DC | 20016 | NONE | PC | General support | $100,000 | |
| Environmental and Energy Study Institute | ||||||||
| 1020 18th Street NW Suite 650 | Washington | DC | 20036 | NONE | PC | General support | $80,000 | |
| Catskill Mountainkeeper | ||||||||
| PO Box 1000 | New York | NY | 12758 | NONE | PC | General support | $75,000 | |
| Miriam's Kitchen | ||||||||
| 2401 Virginia Avenue NW | Washington | DC | 20037 | NONE | PC | General support | $75,000 | |
| Humane World for Animals | ||||||||
| 1255 23RD STREET NW SUITE 450 | Washington | DC | 20037 | NONE | PC | General support | $75,000 | |
| Animal Legal Defense Fund | ||||||||
| 525 East Cotati Avenue | Cotati | CA | 94931 | NONE | PC | General support | $75,000 | |
| Cure Alzheimer's Fund | ||||||||
| 34 Washington St Suite 200 | Wellesley Hills | MA | 02481 | NONE | PC | General support | $75,000 | |
| Flying Kites | ||||||||
| 103 Central Street | Wellesley | MA | 02482 | NONE | PC | General support | $50,000 | |
| iCivics | ||||||||
| 1035 Cambridge Street Suite 21B | Cambridge | MA | 02141 | NONE | PC | General support | $50,000 | |
| The Good Food Institute | ||||||||
| 1380 Monroe Street 229 | Washington | DC | 20010 | NONE | PC | General support | $50,000 | |
| Solar Electric Light Fund | ||||||||
| 1612 K Street NW Suite 300 | Washington | DC | 20006 | NONE | PC | General support | $50,000 | |
| Washington National Cathedral | ||||||||
| 3100 Wisconsin Avenue NW | Washington | DC | 20016 | NONE | PC | General support | $50,000 | |
| National Public Radio Inc | ||||||||
| 1111 North Capital Street NE | Washington | DC | 20002 | NONE | PC | General support | $50,000 | |
| Michael J Fox Foundation | ||||||||
| PO Box 4777 | New York | NY | 10163 | NONE | PC | General support | $50,000 | |
| Environmental Film Festival | ||||||||
| 1228 1/2 31st Street NW | Washington | DC | 20007 | NONE | PC | General support | $50,000 | |
| Elevate Orlando | ||||||||
| PO Box 940633 | MAITLAND | FL | 32794 | NONE | PC | General support | $35,000 | |
| Big Life Foundation | ||||||||
| 1715 North Heron Drive | Ridgefield | WA | 98642 | NONE | PC | General support | $30,000 | |
| The Redford Center | ||||||||
| 1016 Lincoln Blvd Suite 322 | San Francisco | CA | 94129 | NONE | PC | General support | $30,000 | |
| Martha's Table Inc | ||||||||
| 2375 Elvans Road SE | Washington | DC | 20020 | NONE | PC | General support | $25,000 | |
| Village Health Partnership | ||||||||
| 1601 E 19th Avenue 4450 | Denver | CO | 80218 | NONE | PC | General support | $25,000 | |
| ShoreRivers | ||||||||
| 114 South Washington Street Suit 30 | Easton | MD | 21601 | NONE | PC | General support | $25,000 | 1 |
| Tamerlaine Sanctuary and Preserve | ||||||||
| 114 CLOVE ROAD | MONTAGUE | NJ | 07827 | NONE | PC | General support | $25,000 | |
| Global Greengrants Fund Inc | ||||||||
| 2840 Wilderness Ave A | Boulder | CO | 80301 | NONE | PC | General support | $25,000 | |
| Trustees of Tufts College | ||||||||
| 80 George Street Attn Tax Dept | Medford | MA | 02155 | NONE | PC | General support | $25,000 | |
| Joey's Foundation | ||||||||
| 5117 52nd Street NW | Washington | DC | 20016 | NONE | PC | General support | $25,000 | |
| The Humane League | ||||||||
| PO Box 10476 | Rockville | MD | 20849 | NONE | PC | General support | $25,000 | |
| Refugees International | ||||||||
| 1800 M Street NW Suite 405N | Washington | DC | 20036 | NONE | PC | General support | $25,000 | |
| Tamerlaine Sanctuary and Preserve | ||||||||
| 114 CLOVE ROAD | MONTAGUE | NJ | 07827 | NONE | PC | General support | $25,000 | |
| Environmental Integrity Project | ||||||||
| 1000 Vermont Avenue 1100 | Washington | DC | 20005 | NONE | PC | General support | $25,000 | |
| SOME Inc | ||||||||
| 71 O Street NW | Washington | DC | 20001 | NONE | PC | General support | $25,000 | |
| Westchester Land Trust | ||||||||
| 403 Harris Road | Bedford Hills | NY | 10507 | NONE | PC | General support | $25,000 | |
| Culver Public Policy Center Simpson College | ||||||||
| 701 North C Street | Indianola | IA | 50125 | NONE | PC | General support | $20,000 | |
| The Wallace Centers of Iowa | ||||||||
| 756 16th Street | Des Moines | IA | 50314 | NONE | PC | General support | $15,000 | |
| Days End Farm Horse Rescue | ||||||||
| 1372 Woodbine Rd | Woodbine | MD | 21797 | NONE | PC | General support | $10,000 | |
| Ward 8 Woods Conservancy | ||||||||
| 3214 11th Place SE | Washington | DC | 20032 | NONE | PC | General support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,030,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,139,949 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,362,702 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $9,355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,512,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,512,006 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $33,741 | Amt |
| Net Investment Income | $16,870 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,871 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | BasisBasisAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|
| PUBLICALY TRADED SECURITIES | $504,777 | -$504,777 | |
| PUBLICALY TRADED SECURITIES | $5,277,999 | $5,277,999 | |
| PUBLICALY TRADED SECURITIES | $410,520 | -$410,520 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADVISORY | $993,890 | $993,890 |
| FOLGER NOLAN | $12,168,497 | $12,168,497 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOLGER NOLAN | $5,532,103 | $5,532,103 |
| BROWN ADVISORY | $8,933,434 | $8,933,434 |
| BROWN ADVISORY | $0 | $0 |
| BROWN ADVISORY | $39,122,924 | $39,122,924 |
| BROWN ADVISORY | $28,129,512 | $28,129,512 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| MIRROR | $971 | $971 | $0 |
| FURNITURE | $10,694 | $10,694 | $0 |
| FURNITURE | $1,347 | $1,347 | $0 |
| FURNITURE | $2,570 | $2,570 | $0 |
| FURNITURE | $8,123 | $8,123 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Parking and Utilities | $2,215 | $0 | $0 | $2,215 |
| Office and Administrative Expenses | $7,166 | $3,583 | $0 | $3,583 |
| Bank Service Charges | $30 | $15 | $0 | $15 |
| Insurance | $518 | $0 | $0 | $518 |
| Telephone | $3,717 | $0 | $0 | $3,717 |
| Payroll Expenses | $6,733 | $0 | $0 | $6,733 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9,355 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,355 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $5,545,937 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Expense | CategoryTxt |
| Amt | $199,065 | Amt |
| Net Investment Income | $199,065 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $115,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |