WORMALD FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WORMALD FAMILY FOUNDATION INC (EIN 20-2047616)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-12-09
- IRS object ID
- 202423449349100102
- Schema version
- 2023v5.1
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-09T08:50:16-06:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202047616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORMALD FAMILY FOUNDATION INC THE | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT K WORMALD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORM | BusinessNameControlTxt |
| Phone | 3016956614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10121 CHAPEL ROAD | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN WORMALD KIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016956614 | PhoneNum |
| Signature | 2024-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 3016529100 | PhoneNum |
| Preparation | 2024-12-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,030,301 | 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 | $114,294 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,469 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,334 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,902 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,705 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $202 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $502,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $347,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $347,263 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $375,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $545,853 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $683,038 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $877,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $893,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,030,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $877,382 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $893,158 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $877,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $893,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $877,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $893,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $877,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $893,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $893,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $217,376 | GrossSalesPriceAmt |
| Cost Or Other Basis | $215,474 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,902 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,902 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,902 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,902 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $299 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $299 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1 | OverpaymentAmt |
| Applied To ES Tax | $1 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT K WORMALD | IndividualWithBooksNm |
| Phone | 3016956614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10121 CHAPEL ROAD | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT K WORMALD | ||||||||
| 10121 CHAPEL ROAD | POTOMAC | MD | 20854 | VP/TREAS/DIRECTOR | 0.10 | $0 | $0 | $0 |
| MYRA E WORMALD | ||||||||
| 10121 CHAPEL ROAD | POTOMAC | MD | 20854 | SECRETARY, DIRECTOR | 0.10 | $0 | $0 | $0 |
| ELLEN WORMALD KIGHT | ||||||||
| 10121 CHAPEL ROAD | POTOMAC | MD | 20854 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $497,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $893,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $893,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $880,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $299 | TotalTaxAmt |
| Distributable Before Adj | $43,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $114,239 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,173 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,841 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,434 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $383,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,280 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $459,356 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $114,239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $345,117 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,389 | ExcessFromYear4Amt |
| Excess From Year3 | $2,173 | ExcessFromYear3Amt |
| Excess From Year2 | $65,841 | ExcessFromYear2Amt |
| Excess From Year1 | $71,434 | ExcessFromYear1Amt |
| Excess From Current Year | $76,280 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT K WORMALD | ContributingManagerNm |
| Contributing Manager | MYRA E WORMALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 40 DAYS FOR LIFE | |||||||
| 4112 EAST 29TH STREET | BRYAN | TX | 77802 | PC | GENERAL SUPPORT | $2,000 | |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN CENTER LAW AND JUSTICE | |||||||
| PO BOX 90555 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $2,000 | |
| AMERICAN FAMILY ASSOCIATION | |||||||
| P O DRAWER 2440 | TUPELO | MS | 38803 | PC | GENERAL SUPPORT | $1,000 | |
| CENTRAL UNION MISSION | |||||||
| 65 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $3,000 | |
| CHRISTIAN FREEDOM INTERNATIONAL | |||||||
| PO BOX 535 | FRONT ROYAL | VA | 22630 | PC | GENERAL SUPPORT | $1,000 | |
| FAMILY LIFE | |||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | PC | GENERAL SUPPORT | $10,000 | |
| FAMILY RESEARCH COUNCIL | |||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $10,000 | |
| FCA MONTGOMERY COUNTY | |||||||
| PO BOX 5612 | DERWOOD | MD | 20855 | PC | GENERAL SUPPORT | $1,000 | |
| FIRST LIBERTY INSTITUTE | |||||||
| 2001 WEST PLANO PARKWAY SUITE 1600 | PLANO | TX | 75075 | PC | GENERAL SUPPORT | $4,000 | |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | PC | GENERAL SUPPORT | $1,000 | |
| FREDERICK RESCUE MISSION | |||||||
| 419 W SOUTH ST | FREDERICK | MD | 21701 | PC | GENERAL SUPPORT | $2,000 | |
| GOOD NEWS BIBLE CHURCH | |||||||
| 2038 N CALIFORNIA AVE | CHICAGO | IL | 60647 | PC | GENERAL SUPPORT | $10,000 | |
| INDIA RURAL EVANGELICAL FELLOWSHIP | |||||||
| PO BOX 1332 | PARK RIDGE | IL | 60068 | PC | GENERAL SUPPORT | $3,000 | |
| INTERNATIONAL CHRISTIAN CONCERN | |||||||
| 2020 PENNSYLVANIA AVENUE NW 941 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $10,000 | |
| INTERNATIONAL COOPERATING MINISTRIES | |||||||
| 1901 NORTH ARMISTEAD AVE | HAMPTON | VA | 23666 | PC | GENERAL SUPPORT | $10,000 | |
| LEADING THE WAY | |||||||
| 1570 NORTHSIDE DR NW BLDG 100 | ATLANTA | GA | 30318 | PC | GENERAL SUPPORT | $4,000 | |
| OPERATION BLESSING | |||||||
| 977 CENTERVILLE TURNPIKE | VIRGINIA BEACH | VA | 23463 | PC | GENERAL SUPPORT | $5,000 | |
| ROCKVILLE PREGNANCY CENTER INC | |||||||
| 12530 PARKLAWN DR SUITE 170 | ROCKVILLE | MD | 20852 | PC | GENERAL SUPPORT | $1,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL SUPPORT | $5,000 | |
| STUDENT'S FOR LIFE OF AMERICA | |||||||
| 1000 WINCHESTER STREET SUITE 301 | FREDERICKSBURG | VA | 22401 | PC | GENERAL SUPPORT | $3,000 | |
| TOUCH OF CHRIST MINISTRIES | |||||||
| P O BOX 7044 | FREDERICKSBURG | VA | 22404 | PC | GENERAL SUPPORT | $2,000 | |
| WYCLIFFE ASSOCIATES INC | |||||||
| 11450 TRANSLATION WAY JOHN WYCLIFFE | ORLANDO | FL | 32862 | PC | GENERAL SUPPORT | $1,000 | BLVD |
| YOUNG LIFE | |||||||
| PO BOX 1685 | HERNDON | VA | 20172 | PC | GENERAL SUPPORT | $11,500 | |
| CHRISTAR | |||||||
| PO BOX 851377 | RICHARDSON | TX | 750851377 | PC | GENERAL SUPPORT | $4,500 | |
| TEEN CHALLENGE | |||||||
| 416 CLINTON AVE | BROOKLYN | NY | 112381602 | PC | GENERAL SUPPORT | $1,000 | |
| CBN | |||||||
| 977 CENTERVILLE TURNPIKE | VIRGINIA BEACH | VA | 23463 | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,469 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,334 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,902 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,705 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB AND MYRA WORMALD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10121 CHAPEL ROAD | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $114,294 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB ISHARES GOLD ETF | $58,357 | $61,978 |
| CHARLES SCHWAB EQUITIES | $487,496 | $621,060 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEE | CategoryTxt |
| Amt | $21 | Amt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $202 | Amt |
| Net Investment Income | $202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |