MARTIN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN FAMILY CHARITABLE FOUNDATION INC (EIN 20-3447785)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202531299349101918
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T10:32:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203447785 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Martin Family Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CELIA MARTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,942,499 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,165 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,165 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $821,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $351,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $351,383 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,765 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,069 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,605 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,605 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $233,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,155 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $69,210 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $69,894 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,102,282 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,242,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,759,450 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,191,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,424,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,942,499 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,191,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,424,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,191,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,424,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,191,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,424,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,191,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $233,444 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,424,856 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,424,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $821,263 | GrossSalesPriceAmt |
| Cost Or Other Basis | $504,968 | CostOrOtherBasisAmt |
| Gain Or Loss | $316,295 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $316,295 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,295 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,735 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,735 | SubtotalAmt |
| Tax Based On Investment Income | $4,735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,535 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Benjamin Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Carolyn Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Celia V Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Dana Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,662,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,767,595 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,767,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,726,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,735 | TotalTaxAmt |
| Distributable Before Adj | $131,569 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,569 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,569 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $103,105 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,606 | UndistributedIncomePYAmt |
| Qualifying Distributions | $103,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,606 | AppliedToYear1Amt |
| Applied To Current Year | $1,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $130,070 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Celia V Martin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | |||||||
| 10325 KENSINGTON PKWY UNIT 70 | KENSINGTON | MD | 20895 | N/A | PC | General & Unrestricted | $1,000 |
| ALLIANCE FOR THE CHESAPEAKE BAY INC | |||||||
| 151 WEST ST | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $500 |
| ANACOSTIA RIVERKEEPER | |||||||
| 45 L ST SW UNIT 70565 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $500 |
| ARC OF MONTGOMERY COUNTY INC | |||||||
| 7362 CALHOUN PL | ROCKVILLE | MD | 20855 | N/A | PC | General & Unrestricted | $500 |
| BETHESDA CHEVY CHASE RESCUE SQUAD INC | |||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $100 |
| BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUND | |||||||
| POBOX 31209 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $500 |
| BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC | |||||||
| 40 RECTOR ST 11TH FL | NEW YORK | NY | 10006 | N/A | PC | Guiding Visionary Sponsorship for the Young Professionals Committee of Big Brothers and Big Sisters of NYC Inc. | $1,000 |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH ST SLIP 7 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $500 |
| BOYS & GIRLS CLUBS OF DELAWARE INC | |||||||
| 669 SOUTH UNION ST | WILMINGTON | DE | 19805 | N/A | PC | General & Unrestricted | $1,000 |
| CAMFED U S A FOUNDATION | |||||||
| 4 EMBARCADERO CTR STE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $1,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $2,500 |
| CAPITAL PRIDE ALLIANCE INCORPORATED | |||||||
| 2000 14TH ST NW STE 105 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $500 |
| CEDARS CAMPS | |||||||
| 410 SOVEREIGN CT STE 8 | BALLWIN | MO | 63011 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR THE INLAND BAYS INC | |||||||
| 39375 INLET RD | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $2,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $500 |
| CHRISTIAN SCIENCE MEDIA COMMITTEE OF METROPOLITAN | |||||||
| PO BOX 16101 | ALEXANDRIA | VA | 22302 | N/A | PC | General & Unrestricted | $1,000 |
| CHRISTIAN SCIENCE SOCIETY OF ASPEN SNOWMASS INC | |||||||
| 713 WEST MAIN ST | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $1,000 |
| CITY BLOSSOMS INC | |||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $100 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| 2011 CRYSTAL DRIVE STE 600 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $1,500 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $2,000 |
| DC YOUTH ORCHESTRA PROGRAM | |||||||
| PO BOX 56417 | WASHINGTON | DC | 20040 | N/A | PC | General & Unrestricted | $500 |
| DELAWARE HUMANE ASSOCIATION | |||||||
| 701 A ST | WILMINGTON | DE | 19801 | N/A | SO I | General & Unrestricted | $200 |
| EAST LANSING INFO | |||||||
| PO BOX 115 | EAST LANSING | MI | 48826 | N/A | PC | General & Unrestricted | $500 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S 11TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $500 |
| FIRST CHURCH OF CHRIST SCIENTIST | |||||||
| 210 MASSACHUSETTS AVE P02-02 | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $1,000 |
| FIRST CHURCH OF CHRIST SCIENTIST | |||||||
| 210 MASSACHUSETTS AVE P02-02 | BOSTON | MA | 02115 | N/A | PC | The Monitor | $1,000 |
| FOOD BANK OF DELAWARE INC | |||||||
| 222 LAKE DR | NEWARK | DE | 19702 | N/A | PC | General & Unrestricted | $500 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF CAPE HENLOPEN STATE PARK | |||||||
| PO BOX 132 | NASSAU | DE | 19969 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF THE REHOBOTH BEACH PUBLIC LIBRARY INC | |||||||
| PO BOX 98 | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $1,000 |
| GLEN ECHO FIRE DEPARTMENT FOUNDATION INC | |||||||
| 5920 MASSACHUSETTS AVE | BETHESDA | MD | 20816 | N/A | PC | General & Unrestricted | $100 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| 8 W 126TH ST 3RD FL | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $500 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL ELEPHANT FOUNDATION | |||||||
| PO BOX 366 | AZLE | TX | 76098 | N/A | PC | General & Unrestricted | $500 |
| JUNIOR LEAGUE OF BOSTON INCORPORATED | |||||||
| 117 NEWBURY ST | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $2,000 |
| KIND TO KIDS FOUNDATION | |||||||
| 875 AAA BLVD STE A | NEWARK | DE | 19713 | N/A | PC | General & Unrestricted | $500 |
| LITTLE FALLS WATERSHED ALLIANCE INC | |||||||
| 4920 DORSET AVE | CHEVY CHASE | MD | 20815 | N/A | PC | The Falmouth Road Restoration Project | $2,000 |
| LOCAL JOURNALISM INITIATIVE | |||||||
| 1425 WOODLAWN AVE | WILMINGTON | DE | 19806 | N/A | PC | General & Unrestricted | $500 |
| LYNN HOUSE OF POTOMAC VALLEY INC | |||||||
| 4400 W BRADDOCK RD | ALEXANDRIA | VA | 22304 | N/A | PC | General & Unrestricted | $1,000 |
| MANNA FOOD CENTER INC | |||||||
| 12301 OLD COLUMBIA PIKE | SILVERSPRING | MD | 20904 | N/A | PC | General & Unrestricted | $1,000 |
| MERCER COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 1200 OLD TRENTON RD | WEST WINDSOR | NJ | 08550 | N/A | PC | General & Unrestricted | $1,000 |
| METROPOLITAN CLUB PRESERVATION FOUNDATION | |||||||
| 1700 H ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $500 |
| MICHIGAN STATE UNIVERSITY | |||||||
| SPARTAN WAY 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | N/A | PC | James Madison College general operations and Raymond D. and H. Claire Vlasin Faculty Development Fund | $2,000 |
| MONTGOMERY COUNTY PARKS FOUNDATION INC | |||||||
| 2425 REEDIE DRIVE 12TH FL | WHEATON | MD | 20902 | N/A | PC | General & Unrestricted | $1,000 |
| MPT FOUNDATION INC | |||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | Manhattan Project National Historical Park, Los Alamos, NM | $500 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | Bandelier National Monument, Los Alamos, NM | $1,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 600 14TH ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | Acoma Sky City | $500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Protection of the Amazon Rainforest | $1,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | General & Unrestricted | $1,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,500 |
| OUT & EQUAL | |||||||
| PO BOX 894434 | LOS ANGELES | CA | 90189 | N/A | PC | General & Unrestricted | $200 |
| OYSTER RECOVERY PARTNERSHIP INC | |||||||
| PO BOX 6775 | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $1,000 |
| PLATTE RIVER WHOOPING CRANE MAINTENANCE TRUST INC | |||||||
| 6611 W WHOOPING CRANE DR | WOOD RIVER | NE | 68883 | N/A | SO I | General & Unrestricted | $1,000 |
| RAZOM INC | |||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| REHOBOTH ART LEAGUE INC | |||||||
| 12 DODDS LN HENLOPEN ACRES | HENLOPEN ACRES | DE | 19971 | N/A | PC | General & Unrestricted | $500 |
| REHOBOTH BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 327 | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $1,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JCT PLACE STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $500 |
| SALISBURY STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 2655 | SALISBURY | MD | 21802 | N/A | PC | Delmarva Public Media | $1,000 |
| SIXTH CHURCH OF CHRIST SCIENTIST WASHINGTON DC | |||||||
| 4601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $3,000 |
| SMYA INC | |||||||
| 410 7TH ST SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,000 |
| SOME INC | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Renovations to the Ferris Athletic Center | $5,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Trinity College Alumni Fund | $5,000 |
| TUDOR PLACE FOUNDATION INC | |||||||
| 1644 31ST ST NW | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $500 |
| TUNE IN TO NATURE ORG | |||||||
| PO BOX 99456 | SEATTLE | WA | 98139 | N/A | PC | General & Unrestricted | $1,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | General & Unrestricted | $600 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | SO III FI | General & Unrestricted | $2,000 |
| WASHINGTON EPISCOPAL DAY SCHOOL INC | |||||||
| 5600 LITTLE FALLS PKWY | BETHESDA | MD | 20816 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON PERFORMING ARTS SOCIETY | |||||||
| 1400 K ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $4,000 |
| WETA | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $1,200 |
| WILMINGTON FREEDOM ALLIANCE | |||||||
| 708 S LINCOLN ST | WILMINGTON | DE | 19805 | N/A | PC | General & Unrestricted | $1,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW SUITE 750A | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $2,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G ST NE 8TH FL | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $500 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $500 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,165 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $351,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $351,383 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE CORP | $37,594 | $65,549 |
| AMERICAN EXPRESS CO | $67,681 | $138,007 |
| APPLE INC | $10,604 | $108,682 |
| ARTISAN HIGH INCOME FUND CL IN | $66,650 | $66,141 |
| BOOZ ALLEN HAMILTON HOLDING CO | $35,366 | $32,175 |
| BROADCOM INC | $61,245 | $261,979 |
| BROWN ADVISORY SUSTAINABILITY | $401,490 | $1,306,834 |
| CLIFFWATER CORPORATE LENDING F | $66,650 | $65,237 |
| FERGUSON PLC | $38,905 | $43,566 |
| FIDELITY NATIONAL INFORMATION | $75,126 | $99,670 |
| GEN DYNAMICS CP | $66,987 | $77,993 |
| ISHARE SP SMALL CAP 600 INDEX | $137,155 | $139,071 |
| JP MORGAN CHASE | $29,648 | $143,826 |
| KORN FERRY INTL | $82,461 | $91,058 |
| QUALCOMM INC | $29,077 | $84,030 |
| VANGUARD SF REIT ETF | $35,852 | $35,632 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $69,210 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $69,894 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,580 | $15,580 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $10,765 | Amt |
| Net Investment Income | $10,765 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $2,200 |
| 990-PF Excise Tax for 2023 | $1,869 |