HARAR FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARAR FAMILY FOUNDATION (EIN 52-2101472)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-22
- IRS object ID
- 202211739349101061
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-22T14:54:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 300 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | 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 | 522101472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARAR FAMILY FOUNDATION LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARA | BusinessNameControlTxt |
| Phone | 7033602663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4291 NIETZY PLACE | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E HARAR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7033602663 | PhoneNum |
| Signature | 2022-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HARAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY VOLLANS CPA | PreparerPersonNm |
| PTIN | P01404047 | PTIN |
| Phone | 3015643636 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $339,075 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,662 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,825 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,239 | CashBOYAmt |
| Cash EOY | $14,134 | CashEOYAmt |
| Cash EOYFMV | $14,134 | CashEOYFMVAmt |
| Corporate Stock BOY | $243,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $297,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $297,932 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,283 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,009 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,009 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,675 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $304,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $339,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $339,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $304,768 | RetainedEarningBOYAmt |
| Retained Earning EOY | $339,075 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $304,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $339,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $304,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $339,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $304,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $365,597 | SubtotalAmt |
| Other Decreases | $26,522 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $339,075 | 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 | $109,322 | GrossSalesPriceAmt |
| Cost Or Other Basis | $35,153 | CostOrOtherBasisAmt |
| Gain Or Loss | $74,169 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $74,169 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,169 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,107 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | 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 | ELAINE M HARAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033602663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4291 NIETZY PLACE | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT E HARAR | ||||||||
| 4291 NEITZEY PLACE | ALEXANDRIA | VA | 22309 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| ELAINE M HARAR | ||||||||
| 4291 NEITZEY PLACE | ALEXANDRIA | VA | 22309 | V.P./SECRETARY | 1.00 | $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 | $268,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $315,272 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $315,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $310,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,107 | TotalTaxAmt |
| Distributable Before Adj | $14,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $741 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,301 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,405 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,582 | 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 | $741 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,301 | ExcessFromYear3Amt |
| Excess From Year2 | $581 | ExcessFromYear2Amt |
| Excess From Year1 | $554 | ExcessFromYear1Amt |
| Excess From Current Year | $4,405 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E HARAR | ContributingManagerNm |
| Contributing Manager | ELAINE M HARAR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| CHILDREN'S HOSPITAL | ||||||
| PO BOX 96490 | WASHINGTON | DC | 20090 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL | ||||||
| 3800 RESERVOIR RD NW | WASHINGTON | DC | 20007 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| FISHER HOUSE FOUNDATION | ||||||
| 12300 TWINBROOK PARKWAY 410 | ROCKVILLE | MD | 20852 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| RAINN | ||||||
| 1220 L STREET NW SUITE 505 | WASHINGTON | DC | 20005 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| THE BISHOP MUSEUM OF SCIENCE & NATURE | ||||||
| 201 10TH STREET W | BRANDENTON | FL | 34205 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||
| 322 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| YOUTH FOR TOMORROW | ||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| THE SALVATION ARMY | ||||||
| PO BOX 3570 | WASHINGTON | DC | 20027 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| RONALD MCDONALD HOUSE OF NORTHERN VIRGINIA | ||||||
| 3312 GALLOWS ROAD | FALLS CHURCH | VA | 22042 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| THE TLC FOUNDATION | ||||||
| 1787 ROUTE 6 | CARMEL | NY | 10512 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| AUTISM SPEAKS | ||||||
| 1060 STATE ROAD SECOND FLOOR | PRINCETON | NJ | 08548 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| SHRINER'S HOSPITALS FOR CHILDREN | ||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| AMERICAN KIDNEY FUND | ||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| MAKE A WISH FOUNDATION | ||||||
| 6555 ROCK SPRING DRIVE SUITE 280 | BETHESDA | MD | 20817 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| SERVICE DOG PROJECT | ||||||
| 37 BOXFORD ROAD | IPSWICH | MA | 01938 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| ST LOUIS CATHOLIC SCHOOL | ||||||
| 2901 POPKINS LANTE | ALEXANDRIA | VA | 22306 | NONE | GENERAL CHARITABLE PURPOSES | $3,000 |
| SPCA OF NORTHERN VIRGINIA | ||||||
| PO BOX 100220 | ARLINGTON | VA | 22210 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| SANTE DOR FOUNDATION | ||||||
| PO BOX 29076 | LOS ANGELES | CA | 90029 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| ANIMAL WELFARE LEAGUE OF ALEXANDRIA | ||||||
| 4101 EISENHOWER AVE | ALEXANDRIA | VA | 22304 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| FIREFIGHTERS AND FRIENDS TO THE RESCUE | ||||||
| 224 BURGESS AVENUE | ALEXANDRIA | VA | 22305 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 98011 | WASHINGTON | DC | 20090 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| MOTE MARINE LABORATORY AND AQUARIUM | ||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DEVELOPMENT | ||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| CAN DO MS | ||||||
| PO BOX 5860 | AVON | CO | 81620 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| NATIONAL ALLIANCE TO END HOMELESSNESS | ||||||
| 1518 K STREET NW | WASHINGTON | DC | 20005 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| UNBOUND | ||||||
| 1 ELMWOOD AVENUE | KANSAS CITY | KS | 66103 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| SCHOLARSHIP AMERICA | ||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| PREVENT CHILD ABUSE AMERICA | ||||||
| 228 SOUTH WABASH AVENUE 10TH FLOOR | CHICAGO | IL | 60604 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| COLONY CATS | ||||||
| PO BOX 163904 | COLUMBUS | OH | 43216 | NONE | GENERAL CHARITABLE PURPOSES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,169 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,678 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,678 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,825 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LORD ABBETT SHORT DURATION INCOME FUND | $14,995 | $14,995 |
| COLUMBIA INCOME OPPS FUND | $8,002 | $8,002 |
| EATON VANCE FLOATING RATE FUND | $4,012 | $4,012 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA LARGE CAP INDEX FUND | $101,290 | $101,290 |
| COLUMBIA MIDCAP INDEX FUND | $18,539 | $18,539 |
| ISHARES RUSSELL MIDCAP | $33,204 | $33,204 |
| PGIM GLOBAL REAL ESTATE FUND | $12,398 | $12,398 |
| COLUMBIA SMALL CAP INDEX FUND | $16,985 | $16,985 |
| ISHARES TR RUSSELL 2000 | $39,045 | $39,045 |
| CAMBIAR INTERNATIONAL EQUITY FUND | $12,336 | $12,336 |
| COLUMBIA ACORN INTERNATIONAL FUND | $11,452 | $11,452 |
| INVESCO OPPENHEIMER INTERNATIONAL GROWTH FUND | $16,989 | $16,989 |
| ISHARES TR CORE MSCI EAF ETF | $14,950 | $14,950 |
| HARTFORD SCHRODERS EMERGING MARKETS EQUITY FUND | $20,744 | $20,744 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEDGE FUNDS | Desc |
| BOY Book Value | $2,675 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $26,522 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |