THE MEIL FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIL FAMILY FOUNDATION INC (EIN 20-0230903)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202541279349100344
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T09:36:45-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARFINO AND RHOADES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11921 ROCKVILLE PIKE SUITE 501 | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208522794 | 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 | 200230903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEIL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BARRY MEIL | InCareOfNm |
| Business Name Control | MEIL | BusinessNameControlTxt |
| Phone | 3016700410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12425 RIVERS EDGE DRIVE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY MEIL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3017705500 | PhoneNum |
| Signature | 2025-05-07 | 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 | THEODORE F HADERMANN CPA | PreparerPersonNm |
| PTIN | P01290474 | PTIN |
| Phone | 3017705500 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| 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 | $664,267 | 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 | $200,680 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,834 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,834 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,563 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $296,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $740 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $519 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $519 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,316 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $112,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,792 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,480 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $24,877 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $111,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $167,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $197,730 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $213,864 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $218,080 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $452,057 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $370,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $664,267 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $370,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $400,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $370,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $400,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $370,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $400,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $370,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $112,933 | ExcessRevenueOverExpensesAmt |
| Subtotal | $483,879 | SubtotalAmt |
| Other Decreases | $83,791 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $400,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 ALPHABET CLASS A | D | 2000-01-01 | 2024-08-27 | $8,288 | $626 | $7,662 | $7,662 |
| 40 ALPHABET CLASS C | D | 2000-01-01 | 2024-08-27 | $6,766 | $498 | $6,268 | $6,268 |
| 152 APPLE INC | D | 2000-01-01 | 2024-08-27 | $34,473 | $2,196 | $32,277 | $32,277 |
| 40 LOWES COMPANIES INC | D | 2000-01-01 | 2024-08-27 | $10,047 | $986 | $9,061 | $9,061 |
| 94 MICROSOFT CORP | D | 2000-01-01 | 2024-08-27 | $39,122 | $1,827 | $37,295 | $37,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,563 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,290 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,290 | SubtotalAmt |
| Tax Based On Investment Income | $1,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $310 | OverpaymentAmt |
| Applied To ES Tax | $310 | AppliedToESTaxAmt |
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 | MD | 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 | BARRY MEIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016700410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12425 RIVERS EDGE DRIVE | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARRY R MEIL | ||||||||
| 12425 RIVERS EDGE DRIVE | POTOMAC | MD | 20854 | PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| WENDY E MEIL | ||||||||
| 12425 RIVERS EDGE DRIVE | POTOMAC | MD | 20854 | TREASURER/DIRECTOR | 0 | $0 | $0 | $0 |
| J GREGORY SARFINO | ||||||||
| 11921 ROCKVILLE PIKE SUITE 501 | ROCKVILLE | MD | 20852 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SECOND CHANCE WILDLIFE CENTER DONATION | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| Description2 | ADULT CONGENITAL HEART ASSOCIATION DONATION | Description2Txt |
| Expenses2 | $138,750 | Expenses2Amt |
| Description3 | MCCP FOUNDATION DONATION | Description3Txt |
| Expenses3 | $3,000 | Expenses3Amt |
| Description4 | CHILDRENS HOSPITAL FOUNDATION DONATION | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $575,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $592,607 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $592,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $583,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,290 | TotalTaxAmt |
| Distributable Before Adj | $27,896 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,896 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,896 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,539 | 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 | $180,539 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,896 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,090 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,679 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $135,867 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,613 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $464,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $27,896 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,643 | RemainingDistriFromCorpusAmt |
| Total Corpus | $617,180 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,090 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $569,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,679 | ExcessFromYear4Amt |
| Excess From Year3 | $135,867 | ExcessFromYear3Amt |
| Excess From Year2 | $81,613 | ExcessFromYear2Amt |
| Excess From Year1 | $145,288 | ExcessFromYear1Amt |
| Excess From Current Year | $152,643 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARRY AND WENDY MEIL | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MONTGOMERY HOSPICE FOUNDATION | ||||||||
| 1355 PICCARD DRIVE 100 | ROCKVILLE | MD | 20850 | GENERAL DONATION | PC | CHARITABLE | $2,500 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP | ||||||||
| 6699 SPRINGFILED CENTER DRIVE | SPRINGFIELD | VA | 22150 | GENERAL DONATION | PC | CHARITABLE | $3,000 | SUITE 303 |
| CHILDRENS HOSPITAL NATIONAL FOUNDATION | ||||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | GENERAL DONATION | PC | CHARITABLE | $5,000 | |
| ADULT CONGENITAL HEART ASSOCIATION | ||||||||
| 280 NORTH PROVIDENCE ROAD | MEDIA | PA | 19063 | GENERAL DONATION | PC | CHARITABLE | $138,750 | SUITE 6 |
| BELIEVE IN TOMORROW CHILDRENS FOUNDATION | ||||||||
| 1915 MCELDERBERRY ST | BALTIMORE | MD | 21205 | GENERAL DONATION | PC | CHARITABLE | $1,000 | |
| ARC OF LOUDON COUNTY | ||||||||
| 601 CATOCTIN CIRCLE NE | LEESBURG | VA | 20176 | GENERAL DONATION | PC | CHARITABLE | $1,000 | |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||||
| 4600 FAIRFAX DRIVE | ARLINGOTN | VA | 22203 | GENERAL DONATION | PC | CHARITABLE | $1,000 | |
| SECOND CHANCE WILDLIFE CENTER | ||||||||
| 7101 BARCELLONA DR | GAITHERSBURG | MD | 20879 | GENERAL DONATION | PC | CHARITABLE | $25,000 | |
| IVYMOUNT SCHOOL | ||||||||
| 11614 SEVEN LOCKS RD | ROCKVILLE | MD | 20854 | GENERAL DONATION | PC | CHARITABLE | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 1120 G ST NW | WASHINGTON | DC | 20005 | GENERAL DONATION | PC | CHARITABLE | $1,000 | SUITE 700 |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | GENERAL DONATION | PC | CHARITABLE | $1,000 | |
| FRIENDS OF UNITED HATZALEH | ||||||||
| 442 5TH AVE SUITE 1866 | NEW YORK | NY | 10018 | GENERAL DONATION | PC | CHARITABLE - ADJUSTMENT FOR 2023 VOIDED CHECK | -$1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,250 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,834 | 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 | $92,563 | 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 | $95,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,397 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NATIONAL RESOURCES INC | |||||||
| 1 | 12425 RIVERS EDGE DRIVE | POTOMAC | MD | 20854 | $50,000 | Yes (X) | |
| NATIONAL RESOURCES INC | |||||||
| 2 | 12425 RIVERS EDGE DRIVE | POTOMAC | MD | 20854 | $125,628 | Yes (X) | |
| NATIONAL RESOURCES INC | |||||||
| 3 | 12425 RIVERS EDGE DRIVE | POTOMAC | MD | 20854 | $25,052 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,480 | Amt |
| Net Investment Income | $740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $740 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT | StockNm |
| EOY Book Value | $167,528 | EOYBookValueAmt |
| EOYFMV | $197,730 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MEEHAN FOCUS FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $218,080 | BookValueAmt |
| EOYFMV | $452,057 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN BOOK/TAX DIFFERENCE | Desc |
| Amt | $83,791 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,038 | Amt |
| Net Investment Income | $519 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $519 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $1,316 | Amt |
| Net Investment Income | $1,316 | NetInvestmentIncomeAmt |