CPMG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CPMG FOUNDATION (EIN 47-2603523)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-28
- IRS object ID
- 202342409349100209
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-28T09:26:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6116 EXECUTIVE BLVD STE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | 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 | 472603523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CPMG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CPMG | BusinessNameControlTxt |
| Phone | 2027335455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 8TH STREET NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WHITAKER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2027335455 | PhoneNum |
| Signature | 2023-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | WHITAKER | 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 | RAYMOND BARBAGALLO | PreparerPersonNm |
| PTIN | P00173692 | PTIN |
| Phone | 3015899000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $1,406,502 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $181,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,723 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,723 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$57,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $763,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,198 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $33,576 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,662 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $955,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $351,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,229 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,200 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $288,593 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $274,803 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $363,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $379,360 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $399,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,576 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $383,382 | LandBOYAmt |
| Land EOY | $366,376 | LandEOYAmt |
| Land EOYFMV | $366,376 | LandEOYFMVAmt |
| Other Assets BOY | $27,653 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,534 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,534 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,366,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,415,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,406,502 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,260 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,766 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,766 | 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 | $1,362,841 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,408,963 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,362,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,408,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,366,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,415,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,362,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,408,963 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,408,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| NORTHWEST B40-043813 PUBLIC SECURITIES | $758,783 | $821,019 | -$62,236 | -$62,236 | |
| NORTHWEST B40-043813 CAPTIAL GAIN DISTRIBUTIONS | $4,563 | $4,563 | $4,563 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$57,673 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16 | 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 | $16 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $223 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | 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 | SCOTT WHITAKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028088246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 8TH STREET NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20017 | 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 | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KYMBER LOVETT MENKITI | ||||||||
| 3401 8TH STREET NE | WASHINGTON | DC | 20017 | DIRECTOR & PRESIDENT | 3.00 | $0 | $0 | $0 |
| MARTIN WELDON | ||||||||
| 2009 KEARNEY STREET NE | WASHINGTON | DC | 20018 | DIRECTOR & SECRETARY | 3.00 | $0 | $0 | $0 |
| SCOTT WHITAKER | ||||||||
| 640 ACKER PLACE NE | WASHINGTON | DC | 20002 | DIRECTOR & TREASURER | 3.00 | $0 | $0 | $0 |
| OBIORA MENKITI | ||||||||
| 1673 MYRTLE STREET NW | WASHINGTON | DC | 20012 | DIRECTOR | 3.00 | $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 | $454,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $485,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $939,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $939,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $925,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239 | TotalTaxAmt |
| Distributable Before Adj | $46,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $16,570 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $78,147 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,069 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $368,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $538,875 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,097 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $570,972 | 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 | $50,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $520,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,069 | ExcessFromYear4Amt |
| Excess From Year3 | $9,619 | ExcessFromYear3Amt |
| Excess From Year2 | $5,480 | ExcessFromYear2Amt |
| Excess From Year1 | $368,957 | ExcessFromYear1Amt |
| Excess From Current Year | $32,097 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KYMBER MENKITI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 8TH STREET NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2027335461 | RecipientPhoneNum |
| Recipient Email Address | KYMBER@MENKITIGROUP.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION IN PROCESS TO INCLUDE SOLICITOR, PARTY OF BENEFIT, BACKGROUND, OR NATURE OF PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOUNDATION GRANTS CYCLE, UNDER 12 MONTHS | SubmissionDeadlinesTxt |
| Restrictions On Awards | WASHINGTON DC METRO AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRITTENTON SERVICES OF GREATER WASHINGTON | |||||||
| 815 SILVER SPRING AVENUE | SILVER SPRING | MD | 20910 | N/A | PC | GENERAL SUPPORT | $1,000 |
| STEP AFRIKA | |||||||
| 1333 H STREET NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $2,500 |
| WARD 8 ARTS & CULTURE COUNCIL | |||||||
| 2500 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 20020 | N/A | PC | HAMS FOR THE HOLIDAYS | $415 |
| STABEL ARTSORG | |||||||
| 336 RANDOLPH PLACE NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AAREP DC | |||||||
| 1325 G STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $15,000 |
| FRIENDS OF RHODE ISLAND AVE NE | |||||||
| PO BOX 10041 | WASHINGTON | DC | 20018 | N/A | PC | GENERAL SUPPORT | $5,500 |
| DEVELOPING ECONOMIC OPPORTUNITIES CDC | |||||||
| 4135 WHEELER ROAD SE | WASHINGTON | DC | 20032 | N/A | PC | GENERAL SUPPORT | $1,000 |
| VERNON DAVIS FOUNDATION FOR THE ARTS INC | |||||||
| 377 SANTANA ROW SUITE 1180 | SAN JOSE | CA | 95128 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LYDIA'S HOUSE | |||||||
| 4101 MARTIN LUTHER KING JR AVE SW | WASHINGTON | DC | 20032 | N/A | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,915 | 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 | $1,723 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,475 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$57,673 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$40,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$40,475 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CITY PROPERTIES LLC | ||||||
| 1 | 519 C ST NE | WASHINGTON | DC | 20002 | $95,025 | Yes (X) |
| CITY PROPERTIES 2 LLC | ||||||
| 2 | 4031 UNIVERSITY DRIVE SUITE 500 | FAIRFAX | VA | 22030 | $27,350 | Yes (X) |
| CITY PROPERTIES 3 LLC | ||||||
| 3 | 7801 WOODMONT AVE SUITE B | BETHESDA | MD | 20814 | $22,725 | Yes (X) |
| CITY PROPERTIES 4 LLC | ||||||
| 4 | 20 W GUDE DRIVE 200 | ROCKVILLE | MD | 20850 | $15,650 | Yes (X) |
| CITY PROPERTIES 7 LLC | ||||||
| 5 | 25 CLEMENT DRIVE SUITE 105 | STAFFORD | VA | 22554 | $11,200 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARTFORD CORE EQUITY FUND CLASS I | $176,755 | $164,828 |
| PGIM SHORT-TERM CORPORATE BOND FUND CLASS Z | $5,068 | $4,906 |
| PGIM SHORT DURATION HIGH YIELD INCOME FUND CLASS Z | $106,770 | $105,069 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMAZON COM | StockNm |
| EOY Book Value | $36,454 | EOYBookValueAmt |
| EOYFMV | $25,200 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN CENTY ETF TR AVANTIS INTL SMALL CAP VALUE | AT COST | $29,308 | $30,719 |
| AMERICAN CENTY ETF TR AVANTIS US SMALL CAP VALUE | AT COST | $43,172 | $40,906 |
| DIMENSIONAL ETF TR US SM CAP ETF | AT COST | $43,318 | $41,432 |
| GLOBAL X FDS GENOMICS & BIOTECHNOLOGY ETF | AT COST | $61,247 | $65,110 |
| GLOBAL X FDS GLOBAL X COPPER MINERS ETF NEW | AT COST | $83,066 | $106,573 |
| ISHARES TR LATIN AMER 40 ETF | AT COST | $43,703 | $34,335 |
| ISHARES TR MSCI CHINA ETF | AT COST | $23,733 | $26,315 |
| SPDR SER TR S&P OIL & GAS EXPL & PRODTN ETF NEW | AT COST | $35,996 | $33,970 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS IN TRANSIT | $27,653 | $8,600 | $8,600 |
| DIVIDEND INCOME RECEIVABLE - NET | $0 | $934 | $934 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $6,064 | $0 | $6,064 |
| CORP EVENTS - ATTENDENCE/ADMISSION FEE | $10 | $0 | $10 |
| SECURITY | $3,353 | $0 | $3,353 |
| PROPERTY TAXES | $8,529 | $0 | $8,529 |
| UTILITIES | $4,706 | $0 | $4,706 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLES | Desc |
| BOY Book Value | $3,260 | BOYBookValueAmt |
| EOY Book Value | $6,766 | EOYBookValueAmt |