JOHN AND JANICE WYATT FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JANICE WYATT FOUNDATION (EIN 83-1736618)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202641209349101709
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T15:07:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | 831736618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JANICE WYATT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7036272930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 GEORGE MCKAY LN | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220306541 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE HILMOE-WYATT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7036272930 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2026-04-30 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,579 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $757,820 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $114 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $757,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $114 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $248,428 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $248,428 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,177 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $40,177 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $131 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,875 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,503 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,503 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,401 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,401 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,384 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $338,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $131 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $338,768 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $503,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $503,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $842,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $131 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $842,748 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,845 | CashBOYAmt |
| Cash EOY | $65,786 | CashEOYAmt |
| Cash EOYFMV | $65,786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,679 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,793 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $153,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $153,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $68,579 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,579 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $811 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $811 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $811 | OverpaymentAmt |
| Applied To ES Tax | $811 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.J2WFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JANICE WYATT | IndividualWithBooksNm |
| Phone | 7036272930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 GEORGE MCKAY LN | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220306541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN L WYATT | ||||||||
| 5300 GEORGE MCKAY LN | FAIRFAX | VA | 220306541 | PRESIDENT/TREASURER UNTIL 05/25 | 4.00 | $0 | $0 | $0 |
| JANICE HILMOE-WYATT | ||||||||
| 5300 GEORGE MCKAY LN | FAIRFAX | VA | 220306541 | VICE PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
| MATT WYATT | ||||||||
| 5300 GEORGE MCKAY LN | FAIRFAX | VA | 220306541 | TREASURER AS OF 05/25 | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MATTHEW T PETERSON | ||||||||
| 5300 GEORGE MCKAY LN | FAIRFAX | VA | 220306541 | EXECUTIVE DIRECTOR | 40.00 | $163,428 | $6,955 | $6,996 |
| CHARLENE JONES | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 220306541 | DIRECTOR OF OPERATIO | 40.00 | $85,000 | $12,190 | $405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FAIRFAX FUTURES: CURRICULUM INITIATIVE - FAIRFAX FUTURES IS FUNDED TO PROVIDE A MULTI-YEAR PROGRAM DESIGNED TO IMPROVE THE QUALITY OF EARLY CHILDHOOD EDUCATION IN FAIRFAX COUNTY. THE PROGRAM WILL PROVIDE TRAINING AND ENSURE THE IMPLEMENTATION OF A LICENSED CURRICULUM TO FAMILY HOME EARLY CHILDHOOD EDUCATION SITES. | Description1Txt |
| Expenses1 | $90,000 | Expenses1Amt |
| Description2 | UNITED WAY OF THE NORTHERN SHENANDOAH VALLEY: CAMPAIGN FOR GRADE LEVEL READING COORDINATOR AND CAPACITY BUILDING - UWNSV IS FUNDED TO HIRE A CAMPAIGN COORDINATOR TO MANAGE THE WINCHESTER CAMPAIGN FOR GRADE LEVEL READING. | Description2Txt |
| Expenses2 | $70,000 | Expenses2Amt |
| Description3 | YMCA OF THE CHESAPEAKE: CAMPAIGN FOR GRADE LEVEL READING COORDINATOR AND CAPACITY BUILDING - YMCA IS FUNDED TO MANAGE THE DORCHESTER COUNTY CAMPAIGN FOR GRADE LEVEL READING. | Description3Txt |
| Expenses3 | $65,000 | Expenses3Amt |
| Description4 | PERKINS CONSULTING: BOARD OF EDUCATION TRAINING INITIATIVE - PERKINS CONSULTING IS HIRED TO LEAD AND MANAGE THE DORCHESTER COUNTY'S BOARD OF EDUCATION YEARLONG TRAINING PROGRAM TO SUPPORT THE BOE'S GOALS OF IMPROVING GOVERNANCE, EFFECTIVENESS, AND TRUST WITHIN THE COMMUNITY. | Description4Txt |
| Expenses4 | $63,480 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $133,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $842,748 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $842,748 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $2,185 | Year1Amt |
| Year2 | $2,257 | Year2Amt |
| Year3 | $2,277 | Year3Amt |
| Total | $6,719 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $1,857 | Year1Amt |
| Year2 | $1,918 | Year2Amt |
| Year3 | $1,935 | Year3Amt |
| Total | $5,711 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $842,748 | CurrentYearAmt |
| Year1 | $758,640 | Year1Amt |
| Year2 | $876,538 | Year2Amt |
| Year3 | $932,578 | Year3Amt |
| Total | $3,410,504 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $503,980 | CurrentYearAmt |
| Year1 | $385,240 | Year1Amt |
| Year2 | $539,750 | Year2Amt |
| Year3 | $518,000 | Year3Amt |
| Total | $1,946,970 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $338,768 | CurrentYearAmt |
| Year1 | $373,400 | Year1Amt |
| Year2 | $336,788 | Year2Amt |
| Year3 | $414,578 | Year3Amt |
| Total | $1,463,534 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,371 | CurrentYearAmt |
| Year1 | $6,259 | Year1Amt |
| Year2 | $10,560 | Year2Amt |
| Year3 | $18,683 | Year3Amt |
| Total | $39,873 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNITED WAY NORTHERN SHENANDOAH VALLEY | ||||||||
| 329 N CAMERON ST SUITE 201 | WINCHESTER | VA | 22601 | NONE | PC | CAMPAIGN COORDINATOR | $120,000 | |
| FAIRFAX FUTURES | ||||||||
| 12011 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | NONE | PC | GRANT TO FUND THE CURRICULUM IMPLEMENTATION STRATEGY | $90,000 | SUITE 920 |
| YMCA OF THE CHESAPEAKE | ||||||||
| 201 TALBOT AVE | CAMBRIDGE | MD | 21613 | NONE | PC | FINAL YEAR FUNDING EARLY LEARNING READINESS PROGRAM PILOT PROGRAM | $65,000 | |
| DR BRIAN K PERKINS | ||||||||
| 5105 CITRUS BOULEVARD 304 | NEW ORLEANS | LA | 70123 | NONE | I | GRANT STRATEGIES IN DORCHESTER COUNTY (BOARD OF EDUCATION TRAINING INITIATIVE) | $63,480 | |
| CAMBRIDGE EMPOWERMENT CENTER | ||||||||
| 615-B PINE ST | CAMBRIDGE | MD | 21613 | NONE | PC | TO SERVE BASIC NEEDS AS WELL AS SOCIAL AND RECREATIONAL OPPORTUNITIES FOR THE ENTIRE COMMUNITY | $50,000 | |
| HEALTHY FAMILIES NORTHERN SHENANDOAH VALLEY | ||||||||
| 301 NORTH CAMERON ST STE 101 | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND BIRTH TO 5 INITIATIVE AS PART OF RESOURCE CENTER GRANT | $33,500 | |
| HANDLEY REGIONAL LIBRARY SYSTEM | ||||||||
| 100 WEST PICCADILLY STREET | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND BIRTH TO 5 INITIATIVE AS PART OF FAMILY PLACE LIBRARY ACCREDITATION | $25,000 | |
| DORCHESTER COUNTY PUBLIC SCHOOLS | ||||||||
| 700 GLASGOW STREET | CAMBRIDGE | MD | 21613 | NONE | PC | CAMPAIGN FOR GRADE LEVEL READING SUPPORT | $14,500 | |
| FRIENDS OF OLD TOWN | ||||||||
| 124 AMHERST STREET | WINCHESTER | VA | 22601 | NONE | PC | GRANT FOR COMMUNITY-DRIVEN PROJECTS, HISTORIC PRESERVATION, LOCAL BUSINESS SUPPORT, AND PUBLIC ART | $12,000 | |
| VIRGINIA EARLY CHILDHOOD FOUNDATION | ||||||||
| 1703 NORTH PARHAM ROAD SUITE 110 | RICHMOND | VA | 23229 | NONE | PC | FUNDING OF VECF EARLY CHILDHOOD FUNDER'S COLLABORATIVE | $10,000 | |
| HARVESTING HOPE YOUTH & FAMILY WELLNESS | ||||||||
| 204 CEDAR ST STE 102 | CAMBRIDGE | MD | 21613 | NONE | PC | READING SOCIALS | $8,000 | |
| MOVING DORCHESTER FORWARD | ||||||||
| 411 DORCHESTER AVENUE | CAMBRIDGE | MD | 21613 | NONE | PC | TO BRIDGE GAPS TO ENSURE ALL CHILDREN AND FAMILIES IN DORCHESTER COUNTY THRIVE | $7,000 | |
| WINCHESTER PUBLIC SCHOOLS | ||||||||
| 598 NORTH KENT STREET | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND CAMPAIGN ATTENDANCE COMPETITION PROGRAM | $5,000 | |
| PARTNERS IN GIVING | ||||||||
| PO BOX 1236 | CAMBRIDGE | MD | 21613 | NONE | PC | TUTORING PROGRAM | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $503,980 | 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 | $114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN AND JANICE WYATT | ||||||
| 1 | 5300 GEORGE MCKAY LN | FAIRFAX | VA | 22030 | $664,750 | Yes (X) |
| UNITED WAY OF NORTHERN SHENANDOAH VALLEY | ||||||
| 2 | PO BOX 460 | WINCHESTER | VA | 22604 | $18,300 | Yes (X) |
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 |
|---|---|---|---|---|
| MARKETING | $5,134 | $0 | $0 | $5,134 |
| OFFICE EXPENSE | $808 | $0 | $0 | $808 |
| PAYROLL FEES | $2,689 | $0 | $0 | $2,689 |
| TECHNOLOGY | $4,562 | $0 | $0 | $4,562 |
| DIRECT PROGRAM SERVICES | $96 | $0 | $0 | $96 |
| TRAINING | $4,095 | $0 | $0 | $4,095 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $131 | $131 | $131 | $0 |
| CONSULTING FEES | $12,875 | $0 | $0 | $12,875 |