THE MEIL FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIL FAMILY FOUNDATION INC (EIN 20-0230903)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-27
- IRS object ID
- 202211179349102051
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-27T14:38:36-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | MEIL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THEODORE F HADERMANN CPA | PreparerPersonNm |
| PTIN | P01290474 | PTIN |
| Phone | 3017705500 | PhoneNum |
| Preparation | 2022-04-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $478,360 | 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 | $100,117 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $207 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $207 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,421 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $218,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,109 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $90 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,672 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,043 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $280,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $282,682 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $448,493 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $350,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $478,360 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $350,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $312,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $312,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $312,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,859 | ExcessRevenueOverExpensesAmt |
| Subtotal | $406,066 | SubtotalAmt |
| Other Decreases | $93,218 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $312,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60 SH COMPASS MINERALS | P | 2021-01-29 | 2021-06-04 | $4,097 | $3,514 | $583 | $583 |
| 280 SH OFFICE PPTYS 5.875% | P | 2021-02-09 | 2021-06-04 | $7,015 | $7,126 | -$111 | -$111 |
| 65 SH SIMON PPTY GROUP | P | 2021-02-09 | 2021-06-04 | $8,599 | $6,682 | $1,917 | $1,917 |
| 335 SH MICROSOFT CORP | D | 2008-12-18 | 2021-10-04 | $100,179 | $6,900 | $93,279 | $93,279 |
| 150 SH BCE INC | P | 2021-02-09 | 2021-03-16 | $6,734 | $6,545 | $189 | $189 |
| 472 SH MEEHAN FOCUS FUND | 2000-01-01 | 2021-10-11 | $20,000 | $13,232 | $6,768 | $6,768 | |
| 200 SH ISHARES BRD USD INV GRD CORP BOND | 2021-01-29 | 2021-03-16 | $11,777 | $12,254 | -$477 | -$477 | |
| CAPITAL GAIN DIVIDENDS | P | $15,273 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,273 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,273 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,273 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,273 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,273 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,421 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,632 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,632 | SubtotalAmt |
| Tax Based On Investment Income | $1,632 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,234 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,234 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $403 | 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 | 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 | MONTGOMERY HOSPICE FOUNDATION DONATION | Description1Txt |
| Expenses1 | $2,000 | Expenses1Amt |
| Description2 | ADULT CONGENITAL HEART ASSOCIATION DONATION | Description2Txt |
| Expenses2 | $137,575 | Expenses2Amt |
| Description3 | MCCP FOUNDATION | 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 | $398,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $447,598 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $447,598 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $440,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,632 | TotalTaxAmt |
| Distributable Before Adj | $20,412 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,412 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,412 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,279 | 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 | $156,279 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,412 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,120 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,066 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,349 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,090 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,679 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $223,304 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $20,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $135,867 | RemainingDistriFromCorpusAmt |
| Total Corpus | $359,171 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,120 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $323,051 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,066 | ExcessFromYear4Amt |
| Excess From Year3 | $42,349 | ExcessFromYear3Amt |
| Excess From Year2 | $48,090 | ExcessFromYear2Amt |
| Excess From Year1 | $53,679 | ExcessFromYear1Amt |
| Excess From Current Year | $135,867 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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 | $2,000 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP | ||||||||
| 6699 SPRINGFILED CENTER DRIVE | SPRINGFIELD | VA | 22150 | GENERAL DONATION | PC | CHARITABLE | $3,000 | SUITE 303 |
| CHILDRENS HOSPITAL 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 | $137,575 | SUITE 6 |
| THE IVYMOUNT SCHOOL | ||||||||
| 11614 SEVEN LOCKS ROAD | ROCKVILLE | MD | 20854 | GENERAL DONATION | PC | CHARITABLE | $2,000 | |
| 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 | $1,000 | |
| BRINGING RESOURCES TO AID WOMEN'S SHELTERS | ||||||||
| 133 PARK STREET NE | VIENNA | VA | 22180 | GENERAL DONATION | PC | CHARITABLE | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 1120 G ST NW | WASHINGTON | DC | 20005 | GENERAL DONATION | PC | CHARITABLE | $1,000 | SUITE 700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,575 | 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 | $207 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $481 | 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 | $117,420 | 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 | $118,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,108 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NATIONAL RESOURCES INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $100,117 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 355 SHARES MICROSOFT CORP | NoncashPropertyDesc |
| Fair Market Value | $100,117 | FairMarketValueAmt |
| Received | 2021-10-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,280 | Amt |
| Net Investment Income | $640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $640 | 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 | $2,342 | EOYBookValueAmt |
| EOYFMV | $2,043 | EOYFMVAmt |
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 | $282,682 | BookValueAmt |
| EOYFMV | $448,493 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN BOOK/TAX DIFFERENCE | Desc |
| Amt | $93,218 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $90 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $38 | Amt |
| Net Investment Income | $19 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAID | $5,357 | |
| FOREIGN TAX PAID | $26 | $26 |