FARVUE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FARVUE FOUNDATION INC (EIN 27-1938940)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-23
- IRS object ID
- 202521139349100727
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc 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 | 2025-04-23T12:43:40-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | FARV | BusinessNameControlTxt |
| Phone | 2029662932 | 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 | 2029662932 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $91,667,697 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,265,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,240,542 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,049,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,812,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,084,889 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,915 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,310,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,325,431 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $350,220 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,515 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $325,705 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,980 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,819 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,161 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,382 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,691 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,691 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $207,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $207,159 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,148 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $84,446 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $28,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,314 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $872,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $384,871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,522,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,034,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,787,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,075,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,362,697 | CashBOYAmt |
| Cash EOY | $3,306,942 | CashEOYAmt |
| Cash EOYFMV | $3,306,942 | CashEOYFMVAmt |
| Corporate Stock BOY | $66,017,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,468,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,468,925 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,200,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,891,830 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,891,830 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,705 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,705 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,148 | LandBOYAmt |
| Total Assets BOY | $80,582,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,667,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,667,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $80,582,079 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $91,667,697 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,582,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,667,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,582,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,667,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,582,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,787,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,297,689 | OtherIncreasesAmt |
| Subtotal | $91,667,697 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $91,667,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALY TRADED SECURITIES | P | $6,991,372 | $5,136,258 | $1,855,114 | $1,855,114 |
| PUBLICALY TRADED SECURITIES | P | $17,820,660 | $10,590,885 | $7,229,775 | $7,229,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,084,889 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $140,044 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $140,044 | SubtotalAmt |
| Tax Based On Investment Income | $140,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $178,269 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $178,269 | TotalPaymentsAndCreditsAmt |
| Overpayment | $38,225 | OverpaymentAmt |
| Applied To ES Tax | $38,225 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029662932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVENUE NW SUITE | 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 (5 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 217 | Washington | DC | 20016 | President | 20.0 | $0 | $0 | $0 |
| Sara Murray | ||||||||
| 4910 Massachusetts Avenue NW 217 | Washington | DC | 20016 | Director | 5.0 | $11,000 | $0 | $0 |
| David Murray | ||||||||
| 4910 Massachusetts Avenue NW 217 | Washington | DC | 20016 | Director | 1.0 | $0 | $0 | $0 |
| Carolyn Sand | ||||||||
| 4910 Massachusetts Avenue NW 217 | Washington | DC | 20016 | Co-Exec. Director | 12.0 | $231,466 | $0 | $0 |
| Patricia Lee | ||||||||
| 4910 Massachusetts Avenue NW 217 | Washington | DC | 20016 | Co-Exec. Director | 20.0 | $107,754 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $66,705,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,228,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,705 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,957,994 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,957,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,079,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,878,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,543,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,543,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140,044 | TotalTaxAmt |
| Distributable Before Adj | $3,403,887 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,403,887 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,403,887 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,034,871 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,034,871 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,403,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,151,409 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,079,441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,682,161 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,944,291 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,068,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,925,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,034,871 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,403,887 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,630,984 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,556,957 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,151,409 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,405,548 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,079,441 | ExcessFromYear4Amt |
| Excess From Year3 | $2,682,161 | ExcessFromYear3Amt |
| Excess From Year2 | $2,944,291 | ExcessFromYear2Amt |
| Excess From Year1 | $3,068,671 | ExcessFromYear1Amt |
| Excess From Current Year | $2,630,984 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICARES | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | PC | SUPPORT | $150,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVE | COTATI | CA | 94931 | NONE | PC | SUPPORT | $75,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE | WASHINGTON | DC | 20016 | NONE | PC | SUPPORT | $75,000 | |
| CHESAPEAKE CONSERVANCY | ||||||||
| 716 GIDDINGS AVE | ANNAPOLIS | MD | 21401 | NONE | PC | SUPPORT | $200,000 | STE 42 |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | A proposal to Evaluate the Effect of BCG Vaccination on Alzheimer's Disease Development | $75,000 | STE 200 |
| DC GREENS | ||||||||
| 2000 P ST NW | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT | $25,000 | STE 240 |
| DIRECT RELIEF | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | SUPPORT | $100,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE | NEW YORK | NY | 100015004 | NONE | PC | SUPPORT | $500,000 | 2ND FLR |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST | SAN FRANCISCO | CA | 94111 | NONE | PC | SUPPORT | $500,000 | STE 500 |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | ||||||||
| 1020 18TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT | $80,000 | STE 650 |
| ENVIRONMENTAL INTEGRITY PROJECT | ||||||||
| 1000 VERMONT AVE | WAHINGTON | DC | 20005 | NONE | PC | SUPPORT | $25,000 | 1100 |
| ENVIRONMENTAL LAW & POLICY CENTER | ||||||||
| 35 E WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PC | SUPPORT | $100,000 | STE 1600 |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U ST NW | STE | DC | 20009 | NONE | PC | SUPPORT | $150,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | SUPPORT | $150,000 | |
| FRIENDS OF THE HIGH LINE | ||||||||
| 820 WASHINGTON ST | NEW YORK | NY | 10014 | NONE | PC | SUPPORT | $75,000 | |
| GOOD FOOD INSTITUTE | ||||||||
| 1380 MONROE ST | WASHINGTON | DC | 20010 | NONE | PC | SUPPORT | $50,000 | 229 |
| THE HUMANE LEAGUE | ||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | NONE | PC | SUPPORT | $25,000 | |
| HUMANE SOCIETY INTERNATIONAL | ||||||||
| 1225 23RD ST NW | WASHINGTON | DC | 20037 | NONE | PC | SUPPORT | $50,000 | STE 450 |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| GRAND CENTRAL STATION | NEW YORK | NY | 101634777 | NONE | PC | SUPPORT | $50,000 | PO BOX 4777 |
| NATIONAL PUBLIC RADIO | ||||||||
| 1111 NORTH CAPITAL ST NE | WASHINGTON | DC | 20002 | NONE | PC | SUPPORT | $35,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH ST | NEW YORK | NY | 100114231 | NONE | PC | SUPPORT | $500,000 | 11TH FLR |
| NATURE FORWARD (FORMERLY AUDUBON) | ||||||||
| 8940 JONES MILL ROAD | CHEVY CHASE | MD | 20815 | NONE | PC | SUPPORT | $25,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 104585126 | NONE | PC | SUPPORT | $200,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 WEST 31ST ST | NEW YORK | NY | 10001 | NONE | PC | SUPPORT | $25,000 | 10TH FLR |
| THE REDFORD CENTER | ||||||||
| 1016 LINCOLN BLVD | SAN FRANCISCO | CA | 94129 | NONE | PC | SUPPORT | $30,000 | STE 322 |
| REWILD | ||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NONE | PC | SUPPORT | $150,000 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | NONE | PC | SUPPORT | $25,000 | |
| SOLAR ELECTRIC LIGHT FUND | ||||||||
| 1612 K ST NW | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT | $100,000 | STE 300 |
| SOME | ||||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | NONE | PC | SUPPORT | $25,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 201 WEST MAIN ST | STE | VA | 22902 | NONE | PC | SUPPORT | $300,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | PC | SUPPORT | $100,000 | |
| WALLACE CENTERS OF IOWA | ||||||||
| 756 16TH ST | DES MOINES | IA | 50314 | NONE | PC | SUPPORT | $25,000 | |
| WAMU-AMERICAN UNIVERSITY RADIO | ||||||||
| 4401 CONNECTICUT AVE | WASHINGTON | DC | 20008 | NONE | PC | SUPPORT | $100,000 | |
| WASHINGTON NATIONAL CATHEDRAL | ||||||||
| 3100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PC | SUPPORT | $50,000 | |
| WESTCHESTER LAND TRUST | ||||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | NONE | PC | SUPPORT | $25,000 | |
| WETA | ||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | NONE | PC | SUPPORT | $75,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVE | WASHINGTON | DC | 20001 | NONE | PC | SUPPORT | $300,000 | 6TH FLR |
| CATSKILL MOUNTAINKEEPER | ||||||||
| PO Box 1000 | Livingston Manor | NY | 12758 | NONE | PC | SUPPORT | $75,000 | |
| CONSERVATION FUND | ||||||||
| 1655 N Fort Myer Drive Suite 1300 | Arlington | VA | 22209 | NONE | PC | SUPPORT | $50,000 | |
| CULVER PUBLIC POLICY CENTER SIMPSON COLLEGE | ||||||||
| 701 North C Street | Indianola | IA | 50125 | NONE | PC | SUPPORT | $20,000 | |
| DAYS END FARM HORSE RESCUE | ||||||||
| 1372 Woodbine Rd | Woodbine | MD | 21797 | NONE | PC | SUPPORT | $10,000 | |
| ELEVATE ORLANDO | ||||||||
| PO Box 940633 | Maitland | FL | 32794 | NONE | PC | SUPPORT | $35,000 | |
| FLYING KITES | ||||||||
| 103 Central Street | Wellesley | MA | 02482 | NONE | PC | SUPPORT | $50,000 | |
| GLOBAL GREENGRANTS FUND | ||||||||
| 2840 Wilderness Ave A | Boulder | CO | 80301 | NONE | PC | SUPPORT | $25,000 | |
| JOEY'S FOUNDATION | ||||||||
| 5117 52nd Street NW | Washington | DC | 20016 | NONE | PC | SUPPORT | $25,000 | |
| MIRIAM'S KITCHEN | ||||||||
| 2401 Virginia Avenue NW | Washington | DC | 20037 | NONE | PC | SUPPORT | $75,000 | |
| THE BARACK OBAMA FOUNDATION | ||||||||
| 5235 S Harper Court Suite 1140 | Chicago | IL | 60615 | NONE | PC | SUPPORT | $50,000 | |
| REFUGEES INTERNATIONAL | ||||||||
| 1800 M Street NW Suite 405N | Washington | DC | 20036 | NONE | PC | SUPPORT | $25,000 | |
| SHORERIVERS | ||||||||
| 114 South Washington Street Suit 3 | Easton | MD | 21601 | NONE | PC | SUPPORT | $25,000 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 5255 Loughboro Road NW | Washington | DC | 20016 | NONE | PC | SUPPORT | $175,000 | |
| ST MICHAELS COMMUNITY CENTER | ||||||||
| PO Box 354 | St MichaelS | MD | 21663 | NONE | PC | SUPPORT | $15,000 | |
| WASHINGTON NATIONAL CATHEDRAL | ||||||||
| 3100 Wisconsin Avenue NW | Washington | DC | 20016 | NONE | PC | SUPPORT | $250,000 | |
| ENVIRONMENTAL FILM FESTIVAL | ||||||||
| 1228 1/2 31st Street NW | Washington | DC | 20007 | NONE | PC | SUPPORT | $100,000 | |
| AKASHINGA | ||||||||
| 100 North 18th Street | Philadelphia | PA | 19103 | NONE | PC | SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,650,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,265,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,049,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$4,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,310,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,310,694 | 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 FEES | CategoryTxt |
| Amt | $23,382 | Amt |
| Net Investment Income | $11,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,691 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| MIRROR | 2017-03-17 | $971 | $925 | SL | 7 | $46 |
| FURNITURE | 2017-01-25 | $10,694 | $10,177 | SL | 7 | $517 |
| FURNITURE | 2017-04-12 | $1,347 | $1,280 | SL | 7 | $67 |
| FURNITURE | 2017-12-20 | $2,570 | $2,445 | SL | 7 | $125 |
| FURNITURE | 2017-12-20 | $8,123 | $7,728 | SL | 7 | $395 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADVISORY | $680,496 | $680,496 |
| FOLGER NOLAN | $11,211,334 | $11,211,334 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOLGER NOLAN | $5,255,784 | $5,255,784 |
| BROWN ADVISORY | $8,963,545 | $8,963,545 |
| BROWN ADVISORY | $31,603,225 | $31,603,225 |
| BROWN ADVISORY | $30,646,371 | $30,646,371 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| MIRROR | $971 | $971 |
| FURNITURE | $10,694 | $10,694 |
| FURNITURE | $1,347 | $1,347 |
| FURNITURE | $2,570 | $2,570 |
| FURNITURE | $8,123 | $8,123 |
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 |
|---|---|---|---|---|
| OFFICE AND ADMINISTRATIVE | $10,216 | $5,108 | $0 | $5,108 |
| PARKING EXPENSE | $6,594 | $0 | $0 | $6,594 |
| BANK SERVICE FEES | $15 | $8 | $0 | $7 |
| INSURANCE | $4,927 | $0 | $0 | $4,927 |
| TELEPHONE | $3,711 | $0 | $0 | $3,711 |
| PAYROLL EXPENSES | $2,967 | $0 | $0 | $2,967 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | -$4,915 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | 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 | $7,297,689 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $207,159 | Amt |
| Net Investment Income | $207,159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $152,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |