THE WASHINGTON HOME INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE WASHINGTON HOME INC (EIN 53-0196647)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202221319349105567
- Schema version
- 2020v4.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T15:29:15-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WASHINGTON HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 2029663720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 CONNECTICUT AVE SUITE 540 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHYLLIS C DILLINGER | PersonNm |
| Person Title | CEO/CFO | PersonTitleTxt |
| Phone | 2029663720 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHYLLIS | PersonFirstNm |
| Person Last | DILLINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $127,860,573 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $390,622 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $962,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $962,263 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,160,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,160,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $4,160,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,126,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,721,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $850,634 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,682,792 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,322,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,972,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $295,011 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $295,011 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $385,757 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $409,074 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,536 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,901 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,704 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,572 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $58,665 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $394,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $240,768 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $148,853 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $153,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $52,799 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $521,010 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $479,862 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $219,277 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $202,082 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,681 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,511 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $278,961 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,252,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $720,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,530,429 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,422,891 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,422,891 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,675,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $720,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,953,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,647,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,252,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,025 | CashBOYAmt |
| Cash EOY | $168 | CashEOYAmt |
| Cash EOYFMV | $168 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,715,495 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,484,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,484,392 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $50,450 | AcctRcvblAmt |
| Acct Rcvbl BOY | $60,987 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $50,450 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $50,450 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $68,600 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $52,839 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $52,839 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $46,230,267 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,195,322 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,195,322 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $16,042,448 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $13,562,887 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,910,213 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,479,561 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $59,066,743 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,091 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,216,943 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,010,659 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,010,659 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,207,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,273,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $127,860,573 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $428,244 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $260,024 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $419,077 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $412,380 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $847,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $672,404 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,635,023 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $61,164,044 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,725,277 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,436,943 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,360,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,600,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,207,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,273,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,360,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,647,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,310,872 | OtherIncreasesAmt |
| Subtotal | $71,318,412 | SubtotalAmt |
| Other Decreases | $717,425 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,600,987 | 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 | $16,721,681 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,871,047 | CostOrOtherBasisAmt |
| Gain Or Loss | $850,634 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $850,634 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $850,634 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,006 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,006 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,006 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,767 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $101,767 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,761 | OverpaymentAmt |
| Applied To ES Tax | $28,761 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEWASHINGTONHOME.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYLLIS C DILLINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029663720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 CONNECTICUT AVE SUITE 540 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON COLLINS CASEY | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | CHAIR | 1.00 | $0 | $0 | $0 |
| OAK STRAWBRIDGE | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| MARIJKE JURGENS-DUPREE | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KEITH EIG | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN WOJCIK | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR (THRU 3/21) | 1.00 | $0 | $0 | $0 |
| DAVID CANHAM | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BURTON GRAY JR | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR (THRU 12/20) | 1.00 | $0 | $0 | $0 |
| ALAN HELFER | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN MCGREGOR | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBIN MOORE | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREGORY FARON | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| QUINTON BOWMAN | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR (THRU 3/21) | 1.00 | $0 | $0 | $0 |
| JILL DETEMPLE | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | DIRECTOR (BEG 05/21) | 1.00 | $0 | $0 | $0 |
| PHYLLIS DILLINGER | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | CEO/CFO | 40.00 | $292,689 | $18,651 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RAGHAVENDRA P BATNI | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | MANAGER OF FINANCE | 40.00 | $123,122 | $26,743 | $0 |
| TIFFANY S OSCAR | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | PROGRAM MANAGER | 40.00 | $95,729 | $8,291 | $0 |
| CHENELYN C BARKER | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | SR. PROGRAMS & ADMIN | 40.00 | $65,049 | $12,044 | $0 |
| MOHAMED S ZULKIFLY | ||||||||
| 1875 CONNECTICUT AVE SUITE 540 | WASHINGTON | DC | 20009 | JUNIOR ACCOUNTANT | 40.00 | $64,858 | $540 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RSM US LLP | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | ACCOUNTING SERVICES | $61,923 |
| VYTELIS INC | |||||
| 3905 TOWNSLEY ST | FREDERICK | VA | 22408 | IT SUPPORT | $58,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $54,034,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,682,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $59,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,716,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,716,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,720,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,996,223 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,649,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,649,811 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,006 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,006 | TotalTaxAmt |
| Distributable Before Adj | $5,576,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,576,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,576,805 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,953,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,953,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,953,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,576,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,953,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,576,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $376,515 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $376,515 | 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 | $348,711 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,804 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $27,804 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL CARING HEALTH | |||||||
| 2900 TELESTART COURT | FALLS CHURCH | VA | 22042 | NONE | PC | CRITICALLY ILL | $2,310,377 |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | NONE | PC | SOCIAL ISOLATION | $10,000 |
| EAST RIVER FAMILY STRENGTHENING COLLABORATIVE | |||||||
| 3917 MINNESOTA AVE NE | WASHINGTON | DC | 20019 | NONE | PC | CAREGIVERS RELIEF | $47,000 |
| FOOD & FRIENDS INC | |||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | NONE | PC | FOOD INSECURITY | $27,500 |
| GEORGETOWN VILLAGE INC | |||||||
| 1680 WISCONSIN AVE NW SUITE 110 | WASHINGTON | DC | 20007 | NONE | PC | SPONSORSHIP | $2,500 |
| HOME CARE PARTNERS INC | |||||||
| 1234 MASSACHUSETTS AVE NW C1 | WASHINGTON | DC | 20005 | NONE | PC | CAREGIVERS RELIEF | $5,000 |
| IONA SENIOR SERVICES | |||||||
| 4125 ALBEMARLES ST NW | WASHINGTON | DC | 20016 | NONE | PC | CAREGIVERS RELIEF, SOCIAL ISOLATION, SPONSORSHIP | $1,054,500 |
| JOSEPH'S HOUSE INC | |||||||
| 1730 LANIER PL NW | WASHINGTON | DC | 20009 | NONE | PC | CRITICALLY ILL | $74,000 |
| MEDSTAR-GEORGETOWN MEDICAL CENTER INC | |||||||
| HOSPITAL ADMIN 1 MAIN BUILDING | WASHINGTON | DC | 20007 | NONE | PC | CRITICALLY ILL | $119,000 |
| PALISADES VILLAGE | |||||||
| PO BOX 40403 | WASHINGTON | DC | 20016 | NONE | PC | SOCIAL ISOLATION | $176,000 |
| SEABURY RESOURCES FOR AGING | |||||||
| 4201 BUTTERWORTH PLACE NW | WASHINGTON | DC | 20016 | NONE | PC | CAREGIVERS RELIEF | $47,000 |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | NONE | PC | CRITICALLY ILL, SOCIAL ISOLATION | $72,500 |
| SMITH FARM LTD DBA SMITH CENTER FOR HEALING AND THE ARTS | |||||||
| 1632 U STREET NW | WASHINGTON | DC | 20009 | NONE | PC | CRITICALLY ILL, SPONSORSHIP | $35,294 |
| STODDARD BAPTIST HOME INC | |||||||
| 1818 NEWTON ST NW | WASHINGTON | DC | 20010 | NONE | PC | CRITICALLY ILL | $38,000 |
| TERRIFIC INC | |||||||
| 1222 T ST NW | WASHINGTON | DC | 20009 | NONE | PC | CAREGIVERS RELIEF, CRITICALLY ILL, SOCIAL ISOLATION | $77,000 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 1918 F ST NW | WASHINGTON | DC | 20052 | NONE | PC | CRITICALLY ILL | $107,000 |
| UNITY HEALTH CARE INC | |||||||
| 1100 NEW JERSEY AVE SE NO 500 | WASHINGTON | DC | 20003 | NONE | PC | CRITICALLY ILL | $10,270 |
| WASHINGTON HOSPITAL CENTER DBA MEDSTAR WASHINGTON | |||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | NONE | PC | CRITICALLY ILL | $175,950 |
| WE CARE INCORPORATED (FEED THE FRIDGE) | |||||||
| 6901 RANDOR RD | BETHESDA | MD | 20817 | NONE | PC | FOOD INSECURITY | $34,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,422,891 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $962,263 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,160,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,126,638 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,682,792 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,931,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,931,693 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JETT TRUST | ||||||
| 1 | 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | $35,354 | Yes (X) |
| LIZETTE SOTO | ||||||
| 2 | DEUTSCHE BANK NEW YORK BRANCH 100 P | JERSEY CITY | NJ | 07311 | $5,000 | Yes (X) |
| MARS FOUNDATION | ||||||
| 3 | BBH CO 140 BROADWAY | NEW YORK | NY | 10005 | $8,000 | Yes (X) |
| CASEY-CLARK TRUST | ||||||
| 4 | 9000 SOUTHSIDE BLVD BLDG 400 FL9-40 | JACKSONVILLE | FL | 32256 | $6,469 | Yes (X) |
| TR UW FANNIE MOYERS CONSAUL | ||||||
| 5 | C/O BANK OF AMERICA NA TRUSTEE PO B | JACKSONVILLE | FL | 32203 | $18,980 | Yes (X) |
| WASH HOME ICE CREAM FD TR | ||||||
| 6 | PO BOX 40200 FL9-300-01-16 | JACKSONVILLE | FL | 32203 | $30,407 | Yes (X) |
| THE FREDERICK J GODDARD CHARITABLE TRUST | ||||||
| 7 | PO BOX 1908 | ORLANDO | FL | 32802 | $162,648 | Yes (X) |
| WASH HOME PERRY FUND TR | ||||||
| 8 | 9000 SOUTHSIDE BLVD BLDG 400 FL9-40 | JACKSONVILLE | FL | 32256 | $121,800 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $67,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $58,665 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALGER SMALL CAP | $1,833,777 | $1,833,777 |
| ALGER WEATHBIE SPEC GROWTH | $2,003,265 | $2,003,265 |
| BAHL & GAYNOR INCOME GROWTH | $5,608,984 | $5,608,984 |
| BLACKROCK | $2,675,000 | $2,675,000 |
| BLACKSTONE ALPHA | $59,496 | $59,496 |
| DOUBLELINE | $2,646,847 | $2,646,847 |
| DWS COMMODITY | $2,903,068 | $2,903,068 |
| FIRST EAGLE | $4,284,617 | $4,284,617 |
| GIFT ACCOUNT | $4,536 | $4,536 |
| GOLDMAN SACHS | $2,848,579 | $2,848,579 |
| HOTCHKIS & WILEY | $923,407 | $923,407 |
| ISHARES | $2,903,015 | $2,903,015 |
| JP MORGAN | $2,908,483 | $2,908,483 |
| LEGACY FUND-GOV BONDS | $6,623,027 | $6,623,027 |
| LEGACY FUND-INSTITUTIONAL | $529,425 | $529,425 |
| OPPENHEIMER | $1,230,871 | $1,230,871 |
| UNDISCOVERED | $2,339,735 | $2,339,735 |
| VANGUARD FTSE EM | $1,225,635 | $1,225,635 |
| VANGUARD MID CAP ETF | $3,823,610 | $3,823,610 |
| VANGUARD R1000V | $3,034,686 | $3,034,686 |
| VIRTUS | $4,406,676 | $4,406,676 |
| CGM MUTUAL FUND | $378,583 | $378,583 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $58,704 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,572 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $28,773 | $28,773 | $28,773 |
| DEFERRED LEASING | $270,400 | $187,200 | $187,200 |
| INVESTMENTS HELD IN TRUST | $7,917,770 | $8,794,686 | $8,794,686 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TERMINATION OF INTEREST IN BENEFICIAL TRUST | Desc |
| Amt | $717,425 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $50,752 | $0 | $58,224 |
| INFORMATION TECHNOLOGY | $34,120 | $0 | $41,378 |
| INSURANCE | $14,041 | $0 | $14,915 |
| HOSPICE EXPENSES | $26,544 | $0 | $158,278 |
| OTHER EXPENSES | $6,637 | $0 | $6,166 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST INCOME | Desc |
| Revenue And Expenses Per Books | $1,682,792 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,682,792 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $8,310,872 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNT HELD FOR OTHERS | Desc |
| BOY Book Value | $419,077 | BOYBookValueAmt |
| EOY Book Value | $412,380 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $236,064 | $208,068 | $27,996 |
| CONSULTANTS | $158,140 | $32,700 | $120,857 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| TR UW FANNIE MOYERS CONSAUL | ||||
| C/O BANK OF AMERICA NA TRUSTEE PO | BOX 40200 FL9-300-01-16 | JACKSONVILLE | FL | 32203 |
| WASH HOME ICE CREAM FD TR | ||||
| PO BOX 40200 FL9-300-01-16 | JACKSONVILLE | FL | 32203 | |
| THE FREDERICK J GODDARD CHARITABLE | ||||
| PO BOX 1908 | ORLANDO | FL | 32802 | |
| WASH HOME PERRY FUND TR | ||||
| 9000 SOUTHSIDE BLVD BLDG 400 FL9-40 | JACKSONVILLE | FL | 32256 | |
| JETT TRUST | ||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | |
| MARS FOUNDATION | ||||
| BBH CO 140 BROADWAY | NEW YORK | NY | 10005 | |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $52,910 | $31 | $52,799 |
| EXCISE TAX | $101,000 | $0 | $0 |