WILLIAM AND KARIN BANKS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND KARIN BANKS FOUNDATION INC (EIN 01-0758677)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-09
- IRS object ID
- 202340689349101109
- Schema version
- 2022v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-09T18:49:04-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520807134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSSBERG COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 ROCK SPRING DRIVE SUITE 200 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010758677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM AND KARIN BANKS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3015711900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2205 BIG LONELY LANE | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 244652218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARIN BANKS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3015711900 | PhoneNum |
| Signature | 2023-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARIN | PersonFirstNm |
| Person Last | BANKS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMIM ARDEISHAR | PreparerPersonNm |
| PTIN | P00822945 | PTIN |
| Phone | 3015711900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $6,954,235 | 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 |
| Dividends Rev And Expnss | $261,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $261,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,631,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,739 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $384 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $384 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $322,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,678 | 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 |
| Accounting Fees Rev And Expnss | $5,337 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,237 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,349 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,096 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $422,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $398,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $301,345 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $478,960 | CashBOYAmt |
| Cash EOY | $218,640 | CashEOYAmt |
| Cash EOYFMV | $218,640 | CashEOYFMVAmt |
| US Government Obligations BOY | $419,335 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $529,196 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $493,400 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,261,340 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,261,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,051,694 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,195,651 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,246,779 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,190,501 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,355,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,255,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,954,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,355,286 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,255,632 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,355,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,255,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,355,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,255,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,355,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,255,632 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,255,632 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ATLANTIC UNION BANK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,631,924 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,571,185 | CostOrOtherBasisAmt |
| Gain Or Loss | $60,739 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $60,739 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,739 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $611 | OverpaymentAmt |
| Applied To ES Tax | $611 | 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 | VA | 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 | GROSSBERG COMPANY | IndividualWithBooksNm |
| Phone | 3015711900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 ROCK SPRING DR STE 200 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| KARIN BANKS | ||||||||
| 2205 BIG LONELY LANE | MONTEREY | VA | 24465 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| HARALD MANGOLD | ||||||||
| 55 EAST STREET | ANNAPOLIS | MD | 214011728 | VICE-PRESIDENT | 0.00 | $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 | $7,108,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,442,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,442,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,330,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $366,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $366,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,189 | TotalTaxAmt |
| Distributable Before Adj | $362,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $362,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $362,359 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $398,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $398,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $362,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $384,967 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $398,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $384,967 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,683 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $348,676 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDRIA SEAPORT FOUNDATION | ||||||||
| PO BOX 25036 | ALEXANDRIA | VA | 22313 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $15,000 | |
| ALIVE INC | ||||||||
| 2723 KING STREET | ALEXANDRIA | VA | 22302 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $2,000 | |
| ASKCA125 | ||||||||
| 118 NORTH STATE STREET | NEWTOWN | PA | 18940 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $12,000 | |
| AMERICAN RED CROSS OF THE NATIONAL CAPITAL AREA | ||||||||
| 8550 ARLINGTON BLVD | FAIRFAX | VA | 22031 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $5,000 | |
| ANNAPOLIS MARITIME MUSEUM | ||||||||
| 723 SECOND STREET PO BOX 3088 | ANNAPOLIS | MD | 21403 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $1,000 | |
| BOLAR RURITAN SCHOLARSHIP FUND | ||||||||
| PO BOX 217 | WARM SPRINGS | VA | 24484 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $1,000 | |
| BOLAR VOLUNTEER FIRE COMPANY | ||||||||
| 21271 SAM SNEAD HIGHWAY | WARM SPRINGS | VA | 24484 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $10,000 | |
| CAF AMERICA FOR PARENTLINE PART OF CHILDREN1ST | ||||||||
| 225 REINEKERS LN SUITE 375 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $15,167 | |
| CAF AMERICA FOR PF COUNSELLING SERVICES | ||||||||
| 225 REINEKERS LN SUITE 375 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $15,166 | |
| CARE GIFT CENTER | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $10,500 | |
| CAMP FIRE USA | ||||||||
| 9176 SPRING HILL LANE | GREENBELT | MD | 20770 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $3,000 | |
| CAPITOL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $4,000 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $5,000 | |
| CHILDREN'S HEALTH DEFENSE | ||||||||
| 1227 N PEACHTREE PKWY | PEACHTREE CITY | GA | 30269 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $29,125 | |
| COMMITTEE ON TEMPORARY SHELTER (COTS) | ||||||||
| POBOX 1616 | BURLINGTON | VT | 05402 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $6,375 | |
| COMMUNITY ADVOCATES FOR FAMILY & YOUTH | ||||||||
| PO BOX 4419 | CAPITOL HEIGHTS | MD | 20791 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $3,000 | |
| COMMUNITY CRISIS SERVICES INC | ||||||||
| 4316 FARRAGUT ST | HYATTSVILLE | MD | 20781 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $3,000 | |
| DABNEY LANCASTER COMMUNITY COLLEGE | ||||||||
| PO BOX 1000 | CLIFTON FORGE | VA | 24422 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $4,000 | |
| EQUINE RESCUE LEAGUE | ||||||||
| PO BOX 4366 | LEESBURG | VA | 20177 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $8,000 | |
| GARTH NEWEL | ||||||||
| PO BOX 240 | WARM SPRINGS | VA | 24484 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $15,000 | |
| GERDAS EQUINE RESCUE | ||||||||
| PO BOX 1352 | WEST TOWNSHEND | VT | 05359 | NONE | 501(C)(3) | UES - 01/26/23 02:02PM WORKSHEET PRIVATE FOUNDATION | $9,000 | |
| HIGHLAND ARTS COUNCIL | ||||||||
| PO BOX 175 | MONTEREY | VA | 24465 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $3,500 | |
| HIGHLAND CENTER | ||||||||
| PO BOX 556 | MONTEREY | VA | 24465 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $13,000 | |
| HIGHLAND COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 458 | MONTEREY | VA | 24465 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $1,500 | |
| HIGHLAND COUNTY VOLUNTEER RESCUE SQUAD | ||||||||
| PO BOX 268 | MONTEREY | VA | 24465 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $8,000 | |
| HIGHLAND HISTORICAL SOCIETY | ||||||||
| PO BOX 63 | MCDOWELL | VA | 24458 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $1,000 | |
| HIGHLAND MEDICAL CENTER | ||||||||
| PO BOX 490 | MONTEREY | VA | 24465 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $20,500 | |
| HIGHLAND SOCIAL SERVICES | ||||||||
| PO BOX 247 | MONTEREY | VA | 24465 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $1,500 | |
| HIGHLAND VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 267 | MONTEREY | VA | 24465 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $8,000 | |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | ||||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $10,000 | |
| INTERFAITH SOCIAL SERVICES | ||||||||
| 105 ADAMS ST | QUINCY | MA | 02169 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $9,000 | |
| LIGHT HOUSE | ||||||||
| 10 HUDSON STREET | ANNAPOLIS | MD | 21401 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $5,000 | |
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||||
| 1300 MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $11,550 | |
| OUTRIGHT VERMONT | ||||||||
| 744 BEAVER CREEK RD | SHELBURNE | VT | 05401 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $6,375 | |
| PARTNERS IN HEALTH | ||||||||
| POBOX 996 | FREDERICK | MD | 217059942 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $9,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $1,000 | |
| PLANNED PARENTHOOD OF BOSTON | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $9,000 | |
| PLANNED PARENTHOOD OF BURLINGTON VT | ||||||||
| 183 ST PAUL STREET | BURLINGTON | VT | 05401 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $25,167 | |
| PRINCE GEORGE'S COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 301 LARGO RD ACCOKEEK HALL 312 | LARGO | MD | 20774 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $4,000 | |
| PUBLIC SAFETY ASSISTANCE PROGRAM - FOOD | ||||||||
| 5303 CRYSLER WAY | UPPER MARLBORO | MD | 20772 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $2,000 | |
| RIDE WITH PRIDE | ||||||||
| PO BOX 1203 | STAUNTON | VA | 24402 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $1,500 | |
| SADDLEBRED RESCUE INC | ||||||||
| 4 WESTVIEW DRIVE | BLAIRSTOWN | NJ | 07825 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $2,000 | |
| SAIL BEYOND CANCER VT | ||||||||
| PO BOX 4068 | BURLINGTON | VT | 05402 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $6,375 | |
| THE INFORMED CONSENT ACTION NETWORK | ||||||||
| 2025 GUADALUPE ST SUITE 202 | AUSTIN | TX | 78705 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $22,750 | |
| UNITED COMMUNITY | ||||||||
| 7511 FORDSON RD | ALEXANDRIA | VA | 22306 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $5,000 | |
| UNITED COMMUNITY AGAINST POVERTY INC | ||||||||
| 1400 DOEWOOD LN | CAPITOL HEIGHTS | MD | 20791 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $3,000 | |
| VALLEY CONSERVATION COUNCIL | ||||||||
| PO BOX 988 | STAUNTON | VA | 24402 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $2,000 | |
| VICTORY CHAPEL | ||||||||
| 98 AIRPORT TERRACE ROAD | MONTEREY | VA | 24465 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $500 | |
| VIRGINIA HORSE CENTER FOUNDATION CO JENNIFER DONOVAN | ||||||||
| 487 MAURY RIVER ROAD | LEXINGTON | VA | 24450 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $13,500 | |
| VIRGINIA NATURE CONSERVANCY | ||||||||
| 652 PETER JEFFERSON PARKWAY SUITE | CHARLOTTESVILLE | VA | 22911 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $1,500 | 190 |
| WATERORG | ||||||||
| 117 WEST 20TH STREET SUITE 203 | KANSAS CITY | MO | 64108 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $9,000 | |
| WHITMAN-WALKER HEALTH DEVELOPMENT DEPT | ||||||||
| 1701 14TH STREET | NW WASHINGTON | DC | 20009 | NONE | 501(C)(3) | FOUNDATION DONATIONS | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,555 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 180000 | BusinessCd |
| Unrelated Business Taxbl Incm | $60,739 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $60,739 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $261,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $322,678 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,337 | Amt |
| Net Investment Income | $3,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,246,779 | EOYBookValueAmt |
| EOYFMV | $1,190,501 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $3,894,017 | $4,742,756 |
| PREFERRED STOCKS | $367,000 | $308,938 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $529,196 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $493,400 | StateLocalSecEOYFMVAmt |
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 |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $17,274 | $17,274 | $0 | $0 |
| OTHER | $822 | $822 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BNY MELLON PROCEEDS | $9 | $9 |
| TRUIST ESCHEAT PROCEED | $375 | $375 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $2,349 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |