RICHARD D DONCHIAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD D DONCHIAN CHARITABLE FOUNDATION INC (EIN 06-1514402)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202411289349101441
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T15:12:32-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061600779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44604 Wellsboro Drive | AddressLine1Txt |
| City | Ashburn | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061514402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard D Donchian Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44604 Wellsboro Drive | AddressLine1Txt |
| City | Ashburn | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201472535 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Geoffrey M Parkinson SR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2038691304 | PhoneNum |
| Signature | 2024-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Geoffrey | PersonFirstNm |
| Person Last | Parkinson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Geoffrey Parkinson | PreparerPersonNm |
| PTIN | P01950805 | PTIN |
| Phone | 7037264973 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,599,184 | 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 | $26,768 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,768 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $653,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,036,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $653,996 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,353 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $196 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $926,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $906,003 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,586 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,586 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,647 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,814 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,214 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $509,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $509,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $729,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $613,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $197,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $799,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $565,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $438,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $438,797 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $719,942 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $727,274 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $718,452 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,640,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,201,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,833,673 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,420,901 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,420,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,340,515 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,184,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,940,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,267,747 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,531,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,728,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,599,184 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,531,241 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,728,482 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,531,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,728,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,531,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,728,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,531,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $197,241 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,728,482 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,728,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - ST | P | $1,918,446 | $1,902,042 | $16,404 | $16,404 |
| Publicly Traded Securities - LT | P | $2,037,107 | $1,480,721 | $556,386 | $556,386 |
| Capital Gains Dividends | P | $81,206 | $81,206 | $81,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $653,996 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,892 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,892 | TotalPaymentsAndCreditsAmt |
| Tax Due | $223 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | www.rddonchian.org | WebsiteAddressTxt |
| Individual With Books | Foundation Services | IndividualWithBooksNm |
| Phone | 7037264973 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44604 Wellsboro Drive | AddressLine1Txt |
| City | Ashburn | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201472535 | 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 | Yes (true) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Geoffrey Parkinson | ||||||||
| 44604 Wellsboro Drive | Ashburn | VA | 201472535 | President | 5.00 | $47,500 | $0 | $0 |
| Leland Selby Esq | ||||||||
| 44604 Wellsboro Drive | Ashburn | VA | 201472535 | VP Secretary | 5.00 | $33,000 | $0 | $0 |
| Geoffrey Parkinson Jr | ||||||||
| 44604 Wellsboro Drive | Ashburn | VA | 201472535 | Treasurer | 5.00 | $35,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BNY Mellon Wealth Management | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Mason Street | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $76,586 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,813,078 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $571,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,384,269 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,384,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,228,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $511,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $511,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,115 | TotalTaxAmt |
| Distributable Before Adj | $500,310 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $500,310 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $500,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $613,214 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $613,214 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $500,310 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $70,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,986 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $294,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $613,214 | QualifyingDistributionsAmt |
| Applied To Current Year | $500,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,904 | RemainingDistriFromCorpusAmt |
| Total Corpus | $407,486 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $70,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $337,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,565 | ExcessFromYear4Amt |
| Excess From Year3 | $53,996 | ExcessFromYear3Amt |
| Excess From Year2 | $44,986 | ExcessFromYear2Amt |
| Excess From Year1 | $26,896 | ExcessFromYear1Amt |
| Excess From Current Year | $112,904 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Geoffrey Parkinson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44604 Wellsboro Drive | AddressLine1Txt |
| City | Ashburn | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201472535 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7037264973 | RecipientPhoneNum |
| Recipient Email Address | rdd@fsllc.net | RecipientEmailAddressTxt |
| Form And Info And Materials | See attached mission statement and guidelines.Applications through website: www.rddonchian.org.No LOIs or preapproval. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Rolling Deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | See the mission statement, FAQs and guidelines on the foundations website: www.rddonchian.org | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Attached Grants Paid List | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44604 Wellsboro Drive | AddressLine1Txt |
| City | Ashburn | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NA | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $509,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $509,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Attached Scheduled Grants List | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44604 Wellsboro Drive | AddressLine1Txt |
| City | Ashburn | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NA | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $428,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $428,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,768 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,502 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $653,665 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| IRS Tax Refund | 01 | $24,157 |
| Class Action Funds | 01 | $196 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $926,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $926,288 | 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 | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | BNY Mellon Wealth Management | ContractorPersonNm |
| Explanation | Investment Management, Advisory and Custodial Services | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $1,420,383 | EOYBookValueAmt |
| EOYFMV | $1,340,515 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $4,201,993 | EOYBookValueAmt |
| EOYFMV | $5,833,673 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $727,274 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $718,452 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Exchange-traded & Mutual Funds | CategoryOrItemTxt |
| Book Value | $1,940,035 | BookValueAmt |
| EOYFMV | $2,267,747 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $3,614 | $0 | $0 | $3,614 |
| Bookkeeping | $200 | $0 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Class Action Deposit | $196 | $196 | $0 |
| IRS Tax Refund | $24,157 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Advisor Fees | $54,019 | $54,019 | $0 | $0 |
| Custodial Fees | $22,567 | $22,567 | $0 | $0 |
| Administration Fees | $5,000 | $1,000 | $0 | $4,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Estimated Excise Tax Payments | $9,500 | $0 | $0 | $0 |
| Foreign Taxes | $5,647 | $5,647 | $0 | $0 |