JOHN AND JANICE WYATT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JANICE WYATT FOUNDATION (EIN 83-1736618)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-31
- IRS object ID
- 202230909349100718
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-31T15:13:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 RESEARCH BOULEVARD 300 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 | 831736618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JANICE WYATT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MATTHEW PETERSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7036272930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N LOUDOUN STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226010000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WYATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7036272930 | PhoneNum |
| Signature | 2022-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | WYATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 3019796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $579,753 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $166,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,070 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,053,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $399,368 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $575,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $409,438 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,315 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $132,315 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $92,506 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $92,506 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,134 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,134 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,392 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,196 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,196 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,811 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,811 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,150 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,150 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,127 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,127 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,443 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,443 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $386,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,019 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $377,871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $528,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $528,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $914,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,019 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $906,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$338,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $403,419 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,100 | CashBOYAmt |
| Cash EOY | $144,450 | CashEOYAmt |
| Cash EOYFMV | $144,450 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,421 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $848,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $429,882 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $429,882 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $893,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $579,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $579,753 | 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 | $893,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $579,753 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $893,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $579,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $893,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $579,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $893,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$338,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,156 | OtherIncreasesAmt |
| Subtotal | $579,753 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $579,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BANK OF AMERICA INVESTMENTS LT | $493,150 | $186,535 | $306,615 | $306,615 | |
| LOSS RECOVERY FOR ARWR SHARES | $26,410 | $26,410 | $26,410 | ||
| BANK OF AMERICA INVESTMENTS ST | $530,312 | $467,602 | $62,710 | $62,710 | |
| CAPITAL GAINS DIVIDENDS | $3,633 | $3,633 | $3,633 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,608 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,608 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,196 | 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 | $2,196 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,412 | 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 | Yes (1) | 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 | WWW.J2WFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN WYATT | IndividualWithBooksNm |
| Phone | 7036272930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N LOUDOUN STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226010000 | 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 | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN L WYATT | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JANICE HILMOE-WYATT | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | VICE PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MATTHEW T PETERSON | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | EXECUTIVE DIRECTOR | 40.00 | $132,315 | $3,414 | $0 |
| JYMIL S THOMPSON | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | PROGRAM MANAGER | 40.00 | $92,506 | $9,764 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $398,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $488,892 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $488,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $481,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,608 | TotalTaxAmt |
| Distributable Before Adj | $18,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,470 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $906,071 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $906,071 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $906,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $887,601 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $887,601 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $887,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $887,601 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| EMPOWERMENT CENTER | |||||||
| 615 PINE STREET | CAMBRIDGE | MD | 21613 | PC | FIRST YEAR FUNDING FOR EXECUTIVE DIRECTOR POSITION | $64,500 | |
| NEW BEGINNINGS | |||||||
| 522 GREENWOOD AVE | CAMBRIDGE | MD | 21613 | PC | COVID-19 RESPONSE LEARNING LABS PROGRAM | $9,000 | |
| HARVESTING HOPE | |||||||
| 204 CEDAR ST SUITE 102 | CAMBRIDGE | MD | 21613 | PC | COVID-19 RESPONSE LEARNING LABS PROGRAM | $5,000 | |
| EMPOWERMENT CENTER | |||||||
| 615 PINE STREET | CAMBRIDGE | MD | 21613 | PC | COVID-19 RESPONSE LEARNING LABS PROGRAM | $10,000 | |
| HARVESTING HOPE | |||||||
| 204 CEDAR ST SUITE 102 | CAMBRIDGE | MD | 21613 | PC | REPAYABLE, 0% INTEREST LOAN TO COVER PAYROLL RESULTING FROM COVID-19 LOSS OF INCOME | $8,000 | |
| DORCHESTER COUNTY PUBLIC SCHOOLS | |||||||
| 700 GLASGOW STREET | CAMBRIDGE | MD | 21613 | PC | GRANT TO FUND PRE-KINDERGARTEN 3 YEAR OLD PILOT PROGRAM | $80,000 | |
| NEW BEGINNINGS | |||||||
| 522 GREENWOOD AVE | CAMBRIDGE | MD | 21613 | PC | SUMMER PROGRAM SUPPORT | $10,000 | |
| EMPOWERMENT CENTER | |||||||
| 615 PINE STREET | CAMBRIDGE | MD | 21613 | PC | SUMMER PROGRAM SUPPORT | $10,000 | |
| HARVESTING HOPE | |||||||
| 204 CEDAR ST SUITE 102 | CAMBRIDGE | MD | 21613 | PC | SUMMER PROGRAM SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUB | |||||||
| 515 LEONARDS LANE | CAMBRIDGE | MD | 21613 | PC | SUMMER PROGRAM SUPPORT | $10,000 | |
| YMCA OF THE CHESAPEAKE | |||||||
| 201 TALBOT AVE | CAMBRIDGE | MD | 21613 | PC | EARLY LEARNING READINESS PROGRAM PILOT PROGRAM | $10,000 | |
| MIDSHORE COMMUNITY FOUNDATION | |||||||
| 102 E DOVER ST 1 | EASTON | MD | 21601 | PC | HARRIET'S JOURNEY MONUMENT DONATION | $3,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 327 TILGHMAN RD 100 | SALISBURY | MD | 21804 | PC | GENERAL OPERATING GRANT | $2,500 | |
| MENTORWORKS FAIRFAX COUNTY PUBLIC SCHOOLS | |||||||
| 8115 GATEHOUSE ROAD | FALLS CHURCH | VA | 22042 | PC | MENTORWORKS IN-SCHOOL MENTORING PROGRAM REDESIGN PROJECT | $80,000 | |
| FAIRFAX FUTURES | |||||||
| 12011 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | PC | ASQ EXPANSION PROGRAM | $40,000 | SUITE 920 |
| FAIRFAX FUTURES | |||||||
| 12011 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | PC | CDA CREDENTIAL PIPELINE PROGRAM | $70,000 | SUITE 920 |
| WINCHESTER PUBLIC SCHOOLS | |||||||
| 12 NORTH WASHINGTON ST | WINCHESTER | VA | 22601 | PC | QUALITY COACH PROGRAM | $80,000 | |
| THE KIDS CLUB | |||||||
| 2400 ROOSEVELT BLVD | WINCHESTER | VA | 22601 | PC | COVID-19 RESPONSE LEARNING LABS PROGRAM | $15,000 | |
| HANDLEY LIBRARY SYSTEM | |||||||
| 100 W PICCADILLY STREET | WINCHESTER | VA | 22601 | PC | STORY WALK PROGRAM | $1,200 | |
| LITERACY VOLUNTEERS WINCHESTER AREA | |||||||
| 301 N CAMERON STREET | WINCHESTER | VA | 22601 | PC | CAMPAIGN FOR GRADE LEVEL READING BACKBONE ORGANIZATION SUPPORT | $10,000 | |
| LITERACY VOLUNTEERS WINCHESTER AREA | |||||||
| 301 N CAMERON STREET | WINCHESTER | VA | 22601 | PC | LITTLE LIBRARY BOOK PROJECT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $528,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $399,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $409,438 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $409,438 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN AND JANICE WYATT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N LOUDOUN STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226010000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $166,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,392 | Amt |
| Net Investment Income | $1,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,196 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA- FIXED INCOME | $91,064 | $91,064 |
| BANK OF AMERICA-EQUITES | $338,818 | $338,818 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING | $2,744 | $0 | $2,744 |
| OFFICE EXPENSE | $155 | $0 | $155 |
| PAYROLL FEES | $2,324 | $0 | $2,324 |
| TECHNOLOGY | $9,896 | $0 | $9,896 |
| TRAINING | $4,500 | $0 | $4,500 |
| DIRECT PROGRAM SERVICES | $77,824 | $0 | $77,824 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $25,156 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,811 | Amt |
| Net Investment Income | $4,811 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $2,196 | $0 | $0 |
| FOREIGN TAXES | $12 | $12 | $0 |