JOHN EDWARD FOWLER MEMORIAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN EDWARD FOWLER MEMORIAL FOUNDATION (EIN 51-6019469)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-14
- IRS object ID
- 202611659349100101
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-14T13:15:38-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffery P Capron CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10304 Montgomery Ave | AddressLine1Txt |
| City | Kensington | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20895 | 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 | 516019469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Edward Fowler Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7032142266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10304 Montgomery Avenue | AddressLine1Txt |
| City | Kensington | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20895 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffery P Capron | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7032142266 | PhoneNum |
| Signature | 2026-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffery P Capron | PreparerPersonNm |
| PTIN | P00082778 | PTIN |
| Phone | 3015099735 | PhoneNum |
| Preparation | 2026-06-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $74,424,740 | 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 | $240 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,505,060 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $1,819,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,819,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,819,000 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $447,283 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $447,283 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,771,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,266,283 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $195,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $146,250 | CompOfcrDirTrstAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $117,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,700 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $105,300 | OthEmplSlrsWgsAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $101,346 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $14,891 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,489 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $13,402 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $199,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $145,187 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $628,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $410,139 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,685,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,313,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $410,139 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $458,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,158,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $167,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,687 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $66,264,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,938,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,240,553 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $4,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $66,436,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,122,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,424,740 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $263 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,590 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $263 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,590 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $66,435,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $66,120,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,435,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,120,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,436,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,122,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,435,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $458,402 | ExcessRevenueOverExpensesAmt |
| Subtotal | $66,894,316 | SubtotalAmt |
| Other Decreases | $773,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,120,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Various securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2025-06-30 | SoldDt |
| Gross Sales Price | $1,819,000 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,819,000 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,819,000 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,819,000 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$50,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $447 | EsPenaltyAmt |
| Overpayment | $19,554 | OverpaymentAmt |
| Applied To ES Tax | $19,554 | AppliedToESTaxAmt |
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 |
| 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 |
| Individual With Books | The Foundation | IndividualWithBooksNm |
| Phone | 7032142266 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10304 Montgomery Ave | AddressLine1Txt |
| City | Kensington | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20895 | 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 |
|---|---|---|---|---|---|---|---|---|
| Michael P Bentzen | ||||||||
| PO Box 370 | Oakton | VA | 22124 | Chair | 10.00 | $65,000 | $0 | $0 |
| Jeffery P Capron | ||||||||
| PO Box 370 | Oakton | VA | 22124 | President | 15.00 | $65,000 | $0 | $0 |
| Brian Bentzen | ||||||||
| PO Box 370 | Oakton | VA | 22124 | Trustee | 5.00 | $65,000 | $0 | $0 |
| Kelly Capron | ||||||||
| PO Box 370 | Oakton | VA | 22124 | Trustee | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne Loungeway | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10524 Rosehaven Street 412 | AddressLine1Txt |
| City | Fairfax | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Grants Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $117,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,999 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $451,610 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $204,568 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $656,178 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $656,178 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $451,610 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $204,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $204,568 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jeff Capron co The John Edward Fowl | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 370 | AddressLine1Txt |
| City | Oakton | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7032142266 | RecipientPhoneNum |
| Form And Info And Materials | Information as required in the online website | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826DC | ||||||
| 3333 14th Street NW | Washington | DC | 20010 | PC | General operating | $20,000 |
| Access Youth | ||||||
| 1101 30th Street NW 500 | Washington | DC | 20007 | PC | General operating | $15,000 |
| Arlington Free Clinic | ||||||
| 2921 11th Street South | Arlington | VA | 22204 | PC | General operating | $70,000 |
| Art Enables Inc | ||||||
| 2204 Rhode Island Ave NE | Washington | DC | 20018 | PC | General operating | $15,000 |
| Aspire Afterschool Learning | ||||||
| PO Box 41318 909 Dinwiddie St | Arlington | VA | 22204 | PC | General operating | $55,000 |
| Barker Adoption Foundation | ||||||
| 7979 Old Georgetown Road 1st Fl | Bethesda | MD | 20814 | PC | General operating | $50,000 |
| Beacon for Adult Literacy | ||||||
| 9535 Linton Hall Road | Bristow | VA | 20136 | PC | General operating | $20,000 |
| Beacon House | ||||||
| PO Box 29629 601 Edgewood St NE | Washington | DC | 20017 | PC | General operating | $40,000 |
| Bishop Walker School for Boys | ||||||
| 1801 Mississippi Ave SE | Washington | DC | 20020 | PC | General operating | $35,000 |
| Boys and Girls Club of Greater Washington | ||||||
| 4103 Benning Road NE | Washington | DC | 20019 | PC | General operating | $100,000 |
| Bucknell University | ||||||
| 301 Market St ste 2 | Lewisburg | PA | 17837 | PC | General operating | $25,000 |
| Building Bridges Across the River | ||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | PC | General Operating | $100,000 |
| Calvary Women's Services | ||||||
| 1217 Marion Barry Ave SE | Washington | DC | 20020 | PC | General operating | $40,000 |
| Carpenter's Shelter | ||||||
| 930 N Henry Street | Alexandria | VA | 22314 | PC | General operating | $30,000 |
| Central Union Mission | ||||||
| 4PO Box 96763 | Washington | DC | 20090 | PC | General operating | $65,000 |
| Charlie's Place | ||||||
| 1820 Connecticut Ave NW | Washington | DC | 20009 | PC | General operating | $15,000 |
| Community Lodgings Inc | ||||||
| 3912 Elbert Avenue Ste 108 | Alexandria | VA | 22305 | PC | General Operating | $20,000 |
| DC Affordable Law Firm | ||||||
| 1717 K Street NW | Washington | DC | 20006 | PC | General operating | $35,000 |
| DC Central Kitchen | ||||||
| 2121 First Street SW | Washington | DC | 20024 | PC | General operating | $65,000 |
| DC Greens | ||||||
| 810 7th Street NE | Washington | DC | 20002 | PC | General operating | $10,000 |
| DC Scores | ||||||
| 1140 Connecticut Ave NW | Washington | DC | 20036 | PC | General operating | $35,000 |
| Difference Makers | ||||||
| 11210 Bethesda Church Road | Damascus | MD | 20872 | PC | General operating | $5,000 |
| District Alliance for Safe Housing | ||||||
| 1835 3rd Street NE | Washington | DC | 20090 | PC | General operating | $40,000 |
| Dumbarton Concerts | ||||||
| 3133 Dumbarton Street NW | Washington | DC | 20007 | PC | General operating | $20,000 |
| Experience Camps | ||||||
| 136 Main Street 206 | Westport | CT | 06880 | PC | General operating | $20,000 |
| Fair Chance | ||||||
| 1775 Eye Street NW | Washington | DC | 20006 | PC | General operating | $50,000 |
| Fairfax Church Resource Center | ||||||
| 11451 Braddock Road | Fairfax | VA | 22030 | PC | General Operating | $20,000 |
| Falls Church McLean Children's Center | ||||||
| 7230 Idylwood Road | Falls Church | VA | 22043 | PC | General operating | $20,000 |
| Friends Club | ||||||
| 6601 Bradley Blvd | Bethesda | MD | 20817 | PC | General operating | $20,000 |
| Future Link | ||||||
| 1 Church Street Ste 601 | Rockville | MD | 20850 | PC | General operating | $40,000 |
| Gala Hispanic Theatre | ||||||
| 2437 15th Street NW | Washington | DC | 20009 | PC | General operating | $10,000 |
| Georgetown Ministry Center | ||||||
| 1041 Wisconsin Avenue NW | Washington | DC | 20007 | PC | General operating | $25,000 |
| Good Shepard Housing & Family Services | ||||||
| 8253 Backlick Road Ste L | Lorton | VA | 22079 | PC | General operating | $30,000 |
| Grassroots Health | ||||||
| 740 15th Street NW Ste 322 | Washington | DC | 20005 | PC | General operating | $15,000 |
| Higher Achievement Program | ||||||
| 1750 Columbia Road NW | Washington | DC | 20009 | PC | General operating | $30,000 |
| Homestretch Inc | ||||||
| 303 S Maple Avenue | Falls Church | VA | 22046 | PC | General operating | $25,000 |
| Hope and a Home | ||||||
| 1236 Columbia Road NW | Washington | DC | 20009 | PC | General operating | $35,000 |
| Horizons of Greater Washington | ||||||
| 3000 Cathedral Avenue | Washington | DC | 20008 | PC | General operating | $35,000 |
| Jewish Council for the Aging | ||||||
| 12320 Parklawn Drive | Rockville | MD | 20852 | PC | General operating | $15,000 |
| Jubilee Jobs | ||||||
| 12712 Ontario Road | Washington | DC | 20009 | PC | General operating | $30,000 |
| Kitchen of Purpose | ||||||
| 918 South Lincoln Street Ste 2 | Arlington | VA | 22204 | PC | General operating | $40,000 |
| Koinonia Foundation | ||||||
| 6037 Franconia Road | Alexandria | VA | 22310 | PC | General operating | $30,000 |
| Leveling the Playing Field | ||||||
| 1140 Connecticut Avenue | Washington | DC | 20036 | PC | General operating | $10,000 |
| Levine School of Music | ||||||
| 2801 Upton Street | Washington | DC | 20008 | PC | General operating | $20,000 |
| Lift Inc | ||||||
| 999 N Capitol Street NE | Washington | DC | 20002 | PC | General Operating | $10,000 |
| Little Lights Urban Ministries | ||||||
| 760 7th Street SE | Washington | DC | 20003 | PC | General operating | $35,000 |
| Loaves and Fishes | ||||||
| 1525 Newton Street NW | Washington | DC | 20010 | PC | General operating | $20,000 |
| Main Street Child Development | ||||||
| 4401 Sideburn Road | Fairfax | VA | 22003 | PC | General operating | $30,000 |
| McClendon Center | ||||||
| 1629 K Street NW | Washington | DC | 20006 | PC | General operating | $20,000 |
| Mobile Medical Care | ||||||
| 12320 Parklawn Drive | Rockville | MD | 20852 | PC | General operating | $40,000 |
| Montgomery College Foundation Inc | ||||||
| 9221 Corporate Blvd | Rockville | MD | 20850 | PC | General operating | $25,000 |
| Montgomery County Coalition for the Homeless | ||||||
| 2301 Research Blvd | Rockville | MD | 20850 | PC | General operating | $50,000 |
| Neighborhood Health | ||||||
| 6677 Richmond Highway | Arlington | VA | 22306 | PC | General operating | $40,000 |
| New Futures | ||||||
| 609 H Street NE Ste 500 | Washington | DC | 20002 | PC | General operating | $35,000 |
| Northern Michigan University | ||||||
| 101401 Presque Isle Avenue | Marquette | MI | 49855 | PC | General operating | $25,000 |
| Nourish Now | ||||||
| 397 East Gude Drive | Rockville | MD | 20850 | PC | General operating | $25,000 |
| N Street Village | ||||||
| 1333 N Street NW | Washington | DC | 20005 | PC | General operating | $25,000 |
| Olney Help Inc | ||||||
| 16911 Georgia Avenue | Olney | MD | 20830 | PC | General operating | $20,000 |
| One World Education | ||||||
| 1800 Kenyon Street NW | Washington | DC | 20008 | PC | General operating | $50,000 |
| Path Forward | ||||||
| 2020 14th Street N | Arlington | VA | 22210 | PC | General operating | $30,000 |
| Platform of Hope | ||||||
| 1640 Columbia Road | Washington | DC | 20009 | PC | General operating | $10,000 |
| Reach Inc | ||||||
| 300 M Street SE | Washington | DC | 20003 | PC | General operating | $25,000 |
| Rebuilding Together DC Alexandria | ||||||
| 101 Xenia Street SW 102 | Washington | DC | 20032 | PC | General operating | $30,000 |
| Rebuilding Together MD DC | ||||||
| 18225 Flower Hill Way | Gaithersburg | MD | 20879 | PC | General operating | $20,000 |
| Rockville Community Nursery School | ||||||
| 501 Mannakee Street | Rockville | MD | 20850 | PC | General operating | $200,000 |
| Samaritan Ministry of Greater Washington | ||||||
| 3111 Martin Luther King Jr Avenue | Washington | DC | 20032 | PC | General operating | $40,000 |
| San Miguel School | ||||||
| 7705 Georgia Avenue | Washington | DC | 20012 | PC | General operating | $25,000 |
| Society of St Andrew | ||||||
| 3383 Sweet Hollow Road | Big Island | VA | 24526 | PC | General operating | $20,000 |
| So What Else | ||||||
| 1 Preserve Pkwy | Rockville | MD | 20852 | PC | General operating | $40,000 |
| Spur Local | ||||||
| 80 M Street SE | Washington | DC | 20003 | PC | General operating | $10,000 |
| St Ann's Center | ||||||
| 4901 Eastern Avenue | Hyattsville | MD | 20782 | PC | General operating | $50,000 |
| Street Sense Inc | ||||||
| 1317 G Street NW | Washington | DC | 20005 | PC | General operating | $10,000 |
| Suited for Change | ||||||
| 1023 15th Street NW | Washington | DC | 20005 | PC | General operating | $20,000 |
| Summit School | ||||||
| 664 Central Avenue East | Edgewater | MD | 21037 | PC | General operating | $20,000 |
| Theatre Lab School for the Dramatic Arts | ||||||
| 900 Massachusetts Ave | Washington | DC | 20001 | PC | General operating | $20,000 |
| The Dance Institute of Washington | ||||||
| 3400 14th Street NW | Washington | DC | 20010 | PC | General operating | $40,000 |
| The Washington School for Girls | ||||||
| 1901 Mississippi Avenue SE | Washington | DC | 20020 | PC | General operating | $40,000 |
| Viva School of Dance | ||||||
| 1923 Vermont Avenue NW | Washington | DC | 20001 | PC | General operating | $30,000 |
| Washington Legal Clinic for the Homeless | ||||||
| 1200 U Street NW | Washington | DC | 20009 | PC | General operating | $25,000 |
| Wendt Center Loss and Healing | ||||||
| 4201 Connecticut AveNW | Washington | DC | 20008 | PC | General operating | $40,000 |
| William & Mary Foundation | ||||||
| 200 Richmond Road | Williamsburg | VA | 23187 | PC | General operating | $25,000 |
| Young Playwrights Theatre Inc | ||||||
| 6925 Willow Street NW | Washington | DC | 20012 | PC | General operating | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,685,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$192,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$192,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$192,723 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Investment income | RelationshipStatementTxt |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal excise tax | $55,850 |
| Reconcile unreal and real g/l | $717,498 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Office expenses | $8,028 | ||
| Deferred compensation payments | $180,000 | $45,000 | $135,000 |
| Acctg and grant software | $11,318 | $1,131 | $10,187 |
| Bank fees | $598 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership income | Desc |
| Revenue And Expenses Per Books | $447,283 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $447,283 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CAP fees Investment | $91,340 |
| Sandoval Accounting | $7,150 |
| Computer consulting IT work | $2,856 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll taxes/fees | CategoryTxt |
| Amt | $14,891 | Amt |
| Net Investment Income | $1,489 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,402 | AdjustedNetIncomeAmt |