MARTHA WASHINGTON STRAUS-HARRY H STRAUS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA WASHINGTON STRAUS-HARRY H STRAUS FOUNDATION INC (EIN 56-0645526)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-16
- IRS object ID
- 202331369349100718
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-16T08:00:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560572048 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COSTELLO HILL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 MAGNOLIA STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274011426 | 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 | 560645526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA WASHINGTON STRAUS-HARRY H STRAUS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 2033293786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO THOMAS R KING 10 SKYLINE LANE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS R KING | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2033293786 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | KING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | LESTER F HILL | PreparerPersonNm |
| PTIN | P00297929 | PTIN |
| Phone | 3362743281 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $14,325,148 | 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 | $1,011 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,011 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $455,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $455,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,365 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $634,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $634,522 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,863 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $809 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $683,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $683,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $695,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $683,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $633,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,239 | CashBOYAmt |
| Cash EOY | $42,401 | CashEOYAmt |
| Cash EOYFMV | $42,401 | CashEOYFMVAmt |
| Corporate Stock BOY | $781,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $684,858 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,282,747 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $787,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $727,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,325,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $787,831 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $727,259 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $787,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $727,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $787,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $727,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $787,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $727,259 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $727,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 288 SHS, AT&T INC | P | 1983-02-14 | 2022-12-15 | $5,305 | $1,145 | $4,160 | $4,160 |
| 140 SHS, AT&T INC | P | 1983-02-14 | 2022-12-15 | $2,579 | $644 | $1,935 | $1,935 |
| 573 SHS, AT&T INC | P | 1983-02-14 | 2022-12-15 | $10,555 | $1,636 | $8,919 | $8,919 |
| 1,170 SHS, AT&T INC | P | 1985-04-17 | 2022-12-15 | $21,552 | $6,498 | $15,054 | $15,054 |
| 500 SHS, CONSOLIDATED EDISON INC | P | 2004-07-16 | 2022-12-15 | $48,396 | $20,135 | $28,261 | $28,261 |
| 107 SHS, WARNER BROS DISCOVERY | P | 1950-01-05 | 2022-12-15 | $1,129 | $247 | $882 | $882 |
| 438 SHS, WARNER BROS DISCOVERY | P | 1950-01-05 | 2022-12-15 | $4,608 | $630 | $3,978 | $3,978 |
| 220 SHS, WARNER BROS DISCOVERY | P | 1950-01-05 | 2022-12-15 | $2,314 | $438 | $1,876 | $1,876 |
| 70 SHS, WARNER BROS DISCOVERY | P | 1983-02-14 | 2022-12-15 | $732 | $359 | $373 | $373 |
| 34 SHS, WARNER BROS DISCOVERY | P | 1983-02-14 | 2022-12-15 | $356 | $202 | $154 | $154 |
| 139 SHS, WARNER BROS DISCOVERY | P | 1983-02-14 | 2022-12-15 | $1,457 | $513 | $944 | $944 |
| 283 SHS, WARNER BROS DISCOVERY | P | 1985-04-17 | 2022-12-15 | $2,976 | $2,035 | $941 | $941 |
| 1,146 SHS, WARNER BROS DISCOVERY | P | 1985-04-17 | 2022-12-15 | $12,047 | $4,952 | $7,095 | $7,095 |
| 1,502 SHS, DOMINION ENERGY INC | P | 1992-01-07 | 2022-12-15 | $87,976 | $28,578 | $59,398 | $59,398 |
| 700 SHS, EXXON MOBIL CORP | P | 1999-12-02 | 2022-12-15 | $73,104 | $28,722 | $44,382 | $44,382 |
| CASH IN LIEU, WARNER BROS DISCOVERY | P | 1950-01-05 | 2022-04-18 | $14 | $1 | $13 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,365 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,809 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,809 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,352 | 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 | $7,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,457 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS R KING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033293786 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SKYLINE LANE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS R KING | ||||||||
| 10 SKYLINE LANE | STAMFORD | CT | 06903 | DIRECTOR/MANAGER | 0.00 | $0 | $0 | $0 |
| DAVID L STRAUS | ||||||||
| 8914 CLEWERWALL DR | BETHESDA | MD | 20817 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HILLARY S MACMILLAN | ||||||||
| 1041 COTTONTAIL LANE | MAITLAND | FL | 32751 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATRICIA GERLEIT | ||||||||
| 2 CANTERBURY RD S | HARRISON | NY | 10528 | DIRECTOR | 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 | $13,700,326 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,905,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,905,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,696,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $684,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $684,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,809 | TotalTaxAmt |
| Distributable Before Adj | $676,032 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $676,032 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $676,032 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $683,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $683,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $676,032 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,701 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $683,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,701 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $676,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,267 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,267 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,267 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUTISM RESEARCH INSTITUTE | |||||||
| 4182 ADAMS AVENUE | SAN DIEGO | CA | 92116 | NONE | 501(C)(3) | MEDICAL RESEARCH | $15,000 |
| WNC BRIDGE FOUNDATION | |||||||
| 294 OVERLOOK ROAD | ASHEVILLE | NC | 28803 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $15,000 |
| COLUMBIA UNIVERSITY CLINICAL ONCOLOGY FUND | |||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | NONE | 501(C)(3) | MEDICAL RESEARCH | $10,000 |
| COLUMBIA UNIVERSITY HUNTINGTON DISEASE CENTER | |||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | NONE | 501(C)(3) | MEDICAL RESEARCH | $38,000 |
| COLUMBIA UNIVERSITY LEWIS P ROWLAND EDUCATIONAL FUND | |||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| COLUMBIA UNIVERSITY WALTER PALMER FELLOWSHIP | |||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | NONE | 501(C)(3) | MEDICAL RESEARCH | $20,000 |
| MUSCULAR DYSTROPHY FOUNDATION | |||||||
| 240 E 38TH ST 15TH FL | NEW YORK | NY | 10016 | NONE | 501(C)(3) | MEDICAL RESEARCH | $15,000 |
| NAVY-MARINE CORPS RELIEF SOCIETY | |||||||
| 875 N RANDOLPH ST SUITE 225 | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $15,000 |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DR | NORFOLK | VA | 23509 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $15,000 |
| ORGANIC CONSUMERS ASSOCIATION | |||||||
| 6771 S SILVER HILL DR | FINLAND | MN | 55603 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| UNITED CEREBRAL PALSY ASSOCIATION | |||||||
| 1186 KING ST | PORT CHESTER | NY | 10573 | NONE | 501(C)(3) | MEDICAL RESEARCH | $10,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| 1211 MEDICAL CENTER DRIVE | NASVILLE | TN | 37232 | NONE | 501(C)(3) | MEDICAL RESEARCH | $20,000 |
| WHITE PLAINS HOSPITAL CENTER | |||||||
| 244 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10602 | NONE | 501(C)(3) | MEDICAL | $15,000 |
| AMERICARES FOUNDATION | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $32,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | MEDICAL RESEARCH | $20,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE 7TH FLR | BRONX | NY | 10461 | NONE | 501(C)(3) | MEDICAL | $5,000 |
| ARTHRITIS FOUNDATION INC | |||||||
| 1355 PEACHTREE ST SUITE 600 | ATLANTA | GA | 30309 | NONE | 501(C)(3) | MEDICAL | $3,000 |
| BINGHAMTON UNIVERSITY BRILOFF MEMORIAL SCHOLARSHIP FUND | |||||||
| 4400 VESTAL PARKWAY EAST | BINGHAMPTON | NY | 13902 | NONE | 501(C)(3) | EDUCATION | $15,000 |
| CHRISTOPHER & DANA REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | NONE | 501(C)(3) | MEDICAL RESEARCH | $5,000 |
| COLUMBIA UNIVERSITY CARDIOLOGY RESEARCH | |||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | NONE | 501(C)(3) | MEDICAL RESEARCH | $9,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | 501(C)(3) | MEDICAL RESEARCH | $10,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| JDRF | |||||||
| 200 VESEY ST FL 28 | NEW YORK | NY | 10281 | NONE | 501(C)(3) | MEDICAL RESEARCH | $10,000 |
| LIGHTHOUSE GUILD | |||||||
| 250 W 64TH ST | NEW YORK | NY | 10023 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY OF AMERICA | |||||||
| 3230 COMMERCE PLACE STE B | WEST PALM BEACH | FL | 33407 | NONE | 501(C)(3) | MEDICAL RESEARCH | $10,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 THIRD AVE 5TH FLR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | MEDICAL | $10,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | ARTS | $5,000 |
| MONTEFIORE HOSPITAL MEDICAL CENTER | |||||||
| 111 EAST 210TH ST | BRONX | NY | 10467 | NONE | 501(C)(3) | MEDICAL RESEARCH | $15,000 |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | NONE | 501(C)(3) | MEDICAL | $5,000 |
| NEW YORK EYE & EAR INFIRMARY | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | NONE | 501(C)(3) | MEDICAL | $5,000 |
| SEEING EYE INC | |||||||
| 1 SEEING EYE WAY | MORRISTOWN | NJ | 07960 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| THE FREDERICK GUNN SCHOOL | |||||||
| 99 GREEN HILL ROAD | WASHINGTON | CT | 06793 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| WNET PATRONS NETWORK | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | EDUCATION, ARTS | $5,000 |
| TRAILBLAZERS | |||||||
| 495 FLATBUSH AVENUE | BROOKLYN | NY | 11225 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| VISIONS-SERVICES FOR THE BLIND AND VISUALLY IMPAIRED | |||||||
| 500 GREENWICH ST RM 302 | NEW YORK | NY | 10013 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| ASHEVILLE SCHOOL | |||||||
| 360 ASHEVILLE SCHOOL ROAD | ASHEVILLE | NC | 28806 | NONE | 501(C)(3) | EDUCATION | $3,000 |
| BOSTON COLLEGE | |||||||
| 86 NORWOOD AVENUE | NEWTONVILLE | MA | 02460 | NONE | 501(C)(3) | EDUCATION | $25,000 |
| BREVARD MUSIC CENTER | |||||||
| 349 ANDANTE LANE | BREVARD | NC | 28712 | NONE | 501(C)(3) | ART, MUSIC | $5,000 |
| CATHOLIC CHARITIES ARCHDIOCES OF WASHINGTON | |||||||
| 3211 SACRED HEART WAY NW | WASHINGTON | DC | 20010 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| CHURCH OF THE IMMACULATE CONCEPTION | |||||||
| 1315 8TH ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| CHURCH OF OUR LADY OF MERCY | |||||||
| 9200 KENTSDALE DR | POTOMAC | MD | 20854 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $3,000 |
| CONNELLY SCHOOL OF THE HOLY CHILD | |||||||
| 9029 BRADLEY BLVD | POTOMAC | MD | 20854 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $6,000 |
| CONSORTIUM OF CATHOLIC ACADEMIES | |||||||
| 3400 12TH ST NE | WASHINGTON | DC | 20017 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| CROSSNORE SCHOOL AND CHILDREN'S HOME | |||||||
| 709 5TH AVE W | HENDERSONVILLE | NC | 28739 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL | |||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 20912 | NONE | 501(C)(3) | EDUCATION | $15,000 |
| GEORGETOWN PREPARATORY SCHOOL | |||||||
| 10900 ROCKVILLE PIKE | NORTH BETHESSA | MD | 20852 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | 501(C)(3) | EDUCATION | $20,000 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | |||||||
| 505 8TH AVE STE 902 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | MEDICAL RESEARCH | $10,000 |
| LIFE WITH CANCER | |||||||
| 8411 PENNELL ST | FAIRFAX | VA | 22031 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 4200 HAREWOOD RD NE | WASHINGTON | DC | 20017 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| UNIVERISTY OF LYNCHBURG | |||||||
| 1501 LAKESIDE DR | LYNCHBURG | VA | 24501 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| MARYKNOLL FATHERS AND BROTHERS | |||||||
| 55 RYDER RD | OSSINING | NY | 10545 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $1,000 |
| MISSIONARIES OF CHARITY | |||||||
| 3310 WHEELER RD SE | WASHINGTON | DC | 20032 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| N STREET VILLAGE | |||||||
| 1333 N ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $3,000 |
| POTOMAC COMMUNITY RESOURCES | |||||||
| 9200 KENTSDALE DR | POTOMAC | MD | 20854 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | NONE | 501(C)(3) | EDUCATION | $2,000 |
| HALCYON HOUSE | |||||||
| 3400 PROSPECT ST NW | WASHINGTON | DC | 20007 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| SAN MIGUEL SCHOOL | |||||||
| 7705 GEORGIA AVE NW | WASHINGTON | DC | 20012 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| THE SHEPARD FOUNDATION | |||||||
| 4016 CLEVELAND ST | KENSINGTON | MD | 20895 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| SO OTHERS MIGHT EAT | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $10,000 |
| THE STUDIO THEATRE | |||||||
| 1501 14TH ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | ART, MUSIC | $2,000 |
| THE WASHINGTON SCHOOL FOR GIRLS | |||||||
| 1604 MORRIS RD SE | WASHINGTON | DC | 20020 | NONE | 501(C)(3) | EDUCATION | $16,000 |
| WOODLEY HOUSE INC | |||||||
| 3000 CONNECTICUT AVE NW STE 108 | WASHINGTON | DC | 20008 | NONE | 501(C)(3) | COMMUNITY OUTREACH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $683,000 | 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 | $1,011 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $455,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $178,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $634,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $634,522 | 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 | $3,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $20,012 | $145,531 |
| BRISTOL MYERS SQUIBB CO | $4,988 | $762,670 |
| CHEVRON CORP | $55,273 | $2,871,840 |
| CONSOLIDATED EDISON INC | $96,650 | $228,744 |
| DOMINION ENERGY INC | $61,671 | $316,840 |
| DOW INC | $0 | $38,750 |
| DTE ENERGY COMPANY | $26,855 | $197,568 |
| DUKE ENERGY CORP | $131,603 | $477,874 |
| DUPONT DE NEMOURS INC | $0 | $52,776 |
| EXXON MOBIL CORP | $69,034 | $4,173,531 |
| FORTUNE BRANDS | $4,905 | $456,880 |
| INTL BUSINESS MACHINES | $99,205 | $897,188 |
| MASTERBRAND INC | $825 | $60,400 |
| NORFOLK SOUTHERN CORP | $34,250 | $3,326,670 |
| VERIZON COMMUNICATION | $79,587 | $275,485 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTIONS | $659 | $659 | $0 |
| INVESTMENT FEES | $150 | $150 | $0 |
| POSTAGE | $22 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $7,863 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |