DORIS M CARTER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: DORIS M CARTER FAMILY FOUNDATION (EIN 20-0068099)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-15
IRS object ID: 202411369349105291
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
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	2024-05-15T18:39:01-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWNPC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4600 EAST WEST HWY 900	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208143423	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	200068099	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DORIS M CARTER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% ANDREW ROSIN	InCareOfNm
Business Name Control	DORI	BusinessNameControlTxt
Phone	9413592604	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1966 Hillview st	AddressLine1Txt
City	sarasota	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	342393607	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Andrew Rosin	PersonNm
Person Title	trustee	PersonTitleTxt
Phone	9413592604	PhoneNum
Signature	2024-04-29	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Andrew	PersonFirstNm
Person Last	Rosin	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	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	DONALD C SEAY	PreparerPersonNm
PTIN	P00474326	PTIN
Phone	3012726000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

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	$5,084,785	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	$55,794	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$55,794	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$316,091	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$316,091	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$236,771	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$1,566	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$720,879	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,566	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$373,451	TotalRevAndExpnssAmt
Total Net Invst Incm	$373,451	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$16,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$8,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$8,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,276	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,638	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$1,638	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$17,445	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$17,445	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$700	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$43,065	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$43,065	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$1,802	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$1,802	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$36,255	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$36,255	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$118,543	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$106,403	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$11,440	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$240,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$240,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$358,543	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$106,403	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$251,440	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$14,908	ExcessRevenueOverExpensesAmt
Net Investment Income	$267,048	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$186,144	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$242,737	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$242,737	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$803,408	CorporateStockBOYAmt
Corporate Stock EOY	$848,777	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,298,351	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$714,324	CorporateBondsBOYAmt
Corporate Bonds EOY	$670,371	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$686,269	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$2,491,400	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$632,291	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$1,902,174	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$1,859,109	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$2,857,428	LandBldgInvestmentsEOYFMVAmt
Total Assets BOY	$3,606,050	TotalAssetsBOYAmt
Total Assets EOY	$3,620,994	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,084,785	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$3,606,050	RetainedEarningBOYAmt
Retained Earning EOY	$3,620,994	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,606,050	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,620,994	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,606,050	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,620,994	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,606,050	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$14,908	ExcessRevenueOverExpensesAmt
Other Increases	$36	OtherIncreasesAmt
Subtotal	$3,620,994	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,620,994	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES(FIDELITY 6452)	P	2023-01-01	2023-12-31	$583,862	$585,279	-$1,417	-$1,417
PUBLICLY TRADED SECURITIES(FIDELITY 6452)	P	2022-01-01	2023-12-31	$137,012	$137,987	-$975	-$975
CAPITAL GAIN DIVIDENDS	P					$3,958
CAPITAL GAIN DIVIDENDS	P					$3,958

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,566	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,712	InvestmentIncomeExciseTaxAmt
Subtotal	$3,712	SubtotalAmt
Tax Based On Investment Income	$3,712	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,656	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$3,656	TotalPaymentsAndCreditsAmt
Tax Due	$56	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	DC	OrgReportOrRegisterStateCd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Org Report Or Register State	VA	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	ANDREW ROSIN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9413592604	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1966 HILLVIEW ST	AddressLine1Txt
City	sarasota	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	342393607	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 (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
andrew rosin
1966 HILLVIEW ST	SARASOTA	FL	342393607	trustee	2.0	$16,000	$0	$0
nicole c nicholas
1966 HILLVIEW ST	SARASOTA	FL	342393607	co-trustee	2.0	$0	$0	$0
robert carter nicholas
1966 hillview st	sarasota	FL	34239	co-trustee	2.0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,901,271	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$177,103	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$2,789,394	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,867,768	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,867,768	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$73,017	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,794,751	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$239,738	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$239,738	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,712	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,712	TotalTaxAmt
Distributable Before Adj	$236,026	DistributableBeforeAdjAmt
Distributable Before Ded	$236,026	DistributableBeforeDedAmt
Distributable As Adjusted	$236,026	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$251,440	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	$251,440	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$236,026	DistributableAsAdjustedAmt
Undistributed Income PY	$63,072	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Qualifying Distributions	$251,440	QualifyingDistributionsAmt
Applied To Year1	$63,072	AppliedToYear1Amt
Applied To Current Year	$188,368	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Undistributed Income CY	$47,658	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALL FAITHS FOOD BANK
8171 BLAIKIE CT	SARASOTA	FL	34240	N/A	PC	GENERAL SUPPORT	$25,000
ANIMAL WELFARE LEAGUE OF ALEXANDRIA
4101 EISENHOWER AVE	ALEXANDRIA	VA	22304	N/A	PC	GENERAL SUPPORT	$5,000
ANIMAL WELFARE LEAGUE OF ARLINGTON
2650 S ARLINGTON MILL DR	ARLINGTON	VA	22206	N/A	PC	GENERAL SUPPORT	$5,000
BIG BROTHERS BIG SISTERS
910 17TH ST NW404	WASHINGTON	DC	20006	N/A	PC	GENERAL SUPPORT	$15,000
BREAD FOR THE CITY
1525 7TH ST NW	WASHINGTON	DC	20001	N/A	PC	GENERAL SUPPORT	$7,000
CHILDREN'S GUARDIAN FUND
PO BOX 49722	SARASOTA	FL	34230	N/A	PC	GENERAL SUPPORT	$15,000
FLORIDA CENTER FOR EARLY EDUCATION
4620 17TH ST	SARASOTA	FL	34235	N/A	PC	GENERAL SUPPORT	$10,000
FLORIDA OCEANOGRAPHY SOCIETY
890 NE OCENA BLVD	STUART	FL	34996	N/A	PC	GENERAL SUPPORT	$25,000
HEART MATH TUTOR
PO BOX 30623	CHARLOTTE	NC	28230	N/A	PC	GENERAL SUPPORT	$15,000
JFCS
2688 FRUITVILLE RD	SARASOTA	FL	34236	N/A	PC	GENERAL SUPPORT	$30,000
JOHNS HOPKINS ALL CHILDREN'S HOSPITAL
500 SEVENTH AVE	ST PETERSBURG	FL	33701	N/A	PC	BENJAMIN GILKEY FUND	$5,000
SAFE CHILDREN COALITION
1500 Independence Blvd Suite 210	SARASOTA	FL	34234	N/A	PC	GENERAL SUPPORT	$13,000
SEA TURTLE CONSERVANCY
4581 NW 6TH ST SUITE A	GAINSVILLE	FL	32609	N/A	PC	GENERAL SUPPORT	$10,000
ST LUCIE COUNTY 4-H
1901 S FFA RD	FORT PIERCE	FL	34945	N/A	PC	GENERAL SUPPORT	$10,000
TREASURE COAST FOOD BANK
401 ANGLE RD	FORT PIERCE	FL	34947	N/A	PC	GENERAL SUPPORT	$10,000
TREASURE COAST MANATEE FOUNDATION
480 N INDIAN RIVER DR	FORT PIERCE	FL	34950	N/A	PC	GENERAL SUPPORT	$10,000
WOMEN FORWARD INT'L
2022 L STREET NW	WASHINGTON	DC	20036	N/A	PC	GENERAL SUPPORT	$15,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW	WASHINGTON	DC	20001	N/A	PC	MIDDLE EAST CRISIS	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$240,000	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	$55,794	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$236,771	ExclusionAmt

Field	Value	IRS element (for citing)
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	$1,566	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$294,131	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$294,131	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	PREPARATION OF 990-PF	CategoryTxt
Amt	$3,276	Amt
Net Investment Income	$1,638	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,638	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	Current Year ExpenseCurrentYearExpenseAmt
BLDG	2009-04-19	$1,671,205	$587,407	M39	$42,850
LAND	2009-04-19	$811,795		L
AC UNIT	2014-07-29	$8,400	$1,819	M39	$215

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ISHARES TR IBONDS 23 TRMS TS	$0	$0
ISHARES TR FLTG RATE	$0	$0
ISHARES IBONDS	$101,086	$100,406
ISHARES CORE US AGGREGATE BOND	$179,430	$189,071
ISHARES TR IBONDS TRM TS	$290,882	$297,354
ISHARES TR IBOND DEC 2026 TERM	$50,040	$50,859
ISHARES TR IBONDS 24 TERM TS	$48,933	$48,579

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CLEARBRIDGE LARGE CAP GRTH	$33,002	$41,414
EQUITY ETP'S	$815,775	$1,256,937

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
RENTAL - INSURANCE	$2,867
RENTAL - TAXES	$32,320
RENTAL - BUSINESS LICENSE	$1,068
MISC
Rent and Royalty Expense		$36,255

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	insurance payment	Desc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	BOOK/TAX REPORTING DIFFERENCE	Desc
Amt	$36	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	BROKER/ADVISOR	CategoryTxt
Amt	$17,445	Amt
Net Investment Income	$17,445	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
990PF TAXES	$700
FOREIGN TAX PAID