MARTIN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN FAMILY CHARITABLE FOUNDATION INC (EIN 20-3447785)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-21
- IRS object ID
- 202232029349100703
- 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
- Depreciation 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 | 2022-07-21T09:36:47-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 203447785 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Martin Family Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CELIA MARTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CELIA | PersonFirstNm |
| Person Last | MARTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $2,787,723 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $95 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $292,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $455,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $292,123 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $306,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $306,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,908 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,908 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,040 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,034 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,034 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $114,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,608 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $949,057 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,088,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,611,115 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,063,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,265,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,787,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,063,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,265,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,063,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,265,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,063,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,265,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,063,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $500 | OtherIncreasesAmt |
| Subtotal | $1,265,182 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,265,182 | 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 | $455,897 | GrossSalesPriceAmt |
| Cost Or Other Basis | $163,774 | CostOrOtherBasisAmt |
| Gain Or Loss | $292,123 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $292,123 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $292,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,224 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,224 | SubtotalAmt |
| Tax Based On Investment Income | $4,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $76 | OverpaymentAmt |
| Applied To ES Tax | $76 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Benjamin Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Carolyn Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Celia V Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Dana Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,521,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,639,530 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,639,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,599,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,224 | TotalTaxAmt |
| Distributable Before Adj | $125,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,273 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $126,273 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,551 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,551 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,273 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,351 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $100,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,351 | AppliedToYear1Amt |
| Applied To Current Year | $2,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $124,073 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Celia V Martin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | |||||||
| 10325 KENSINGTON PKWY UNIT 70 | KENSINGTON | MD | 20895 | N/A | PC | General & Unrestricted | $1,000 |
| ARC OF MONTGOMERY COUNTY INC | |||||||
| 7362 CALHOUN PL | ROCKVILLE | MD | 20855 | N/A | PC | General & Unrestricted | $1,000 |
| AUDUBON NATURALIST SOCIETY OF THE CENTRAL ATLANTIC | |||||||
| 8940 JONES MILL RD | CHEVY CHASE | MD | 20815 | N/A | PC | General & Unrestricted | $1,000 |
| BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUND | |||||||
| POBOX 31209 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $200 |
| BOYS & GIRLS CLUBS OF DELAWARE INC | |||||||
| 669 SOUTH UNION ST | WILMINGTON | DE | 19805 | N/A | PC | Oak Orchard Club, Boys & Girls Club | $100 |
| BOYS & GIRLS CLUBS OF DELAWARE INC | |||||||
| 669 SOUTH UNION ST | WILMINGTON | DE | 19805 | N/A | PC | Oak Orchard Branch | $400 |
| BUFFALO BILL MEMORIAL ASSOCIATION | |||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | N/A | PC | General & Unrestricted | $1,000 |
| CAMFED U S A FOUNDATION | |||||||
| 466 GEARY ST STE 400 | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $1,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $2,000 |
| CEDARS CAMPS | |||||||
| 410 SOVEREIGN CT STE 8 | BALLWIN | MO | 63011 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR THE INLAND BAYS INC | |||||||
| 39375 INLET RD | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $2,000 |
| CERES INC | |||||||
| 99 CHAUNCY ST 6TH FLR | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $1,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,500 |
| CHILDRENS LAW CENTER INCORPORATED | |||||||
| 501 3RD ST NW 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| CHRISTIAN SCIENCE MEDIA COMMITTEE OF METROPOLITAN | |||||||
| PO BOX 16101 | ALEXANDRIA | VA | 22302 | N/A | PC | General & Unrestricted | $1,000 |
| COLLEGE OF CHARLESTON FOUNDATION | |||||||
| 66 GEORGE ST | CHARLESTON | SC | 29424 | N/A | PC | funds for the Department of Theatre and Dance for their upcoming projects | $1,000 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| 2011 CRYSTAL DRIVE STE 600 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $1,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $1,500 |
| DC YOUTH ORCHESTRA PROGRAM | |||||||
| 1120 20TH ST NW SUITE 200N | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| EAST LANSING INFO | |||||||
| PO BOX 115 | EAST LANSING | MI | 48826 | N/A | PC | General & Unrestricted | $2,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| FAIRVOTE | |||||||
| 6930 CARROLL AVE STE 240 | TAKOMA PARK | MD | 20912 | N/A | PC | General & Unrestricted | $500 |
| FIRST CHURCH OF CHRIST SCIENTIST - THE CHRISTIAN S | |||||||
| 1305 D ST SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $500 |
| FIRST CHURCH OF CHRIST SCIENTIST REHOBOTH BEACH | |||||||
| 801 BAYARD AVE | REHOBOTH BEACH | DE | 19971 | N/A | PC | General & Unrestricted | $2,900 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PC | Annual Fund for Now to Next Campaign | $10,000 |
| FRIENDS OF THE REHOBOTH BEACH PUBLIC LIBRARY INC | |||||||
| PO BOX 98 | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $200 |
| GLEN ECHO FIRE DEPARTMENT FOUNDATION INC | |||||||
| 5920 MASSACHUSETTS AVE | BETHESDA | MD | 20816 | N/A | PC | General & Unrestricted | $200 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $800 |
| GREATER WASHINGTON URBAN LEAGUE INC | |||||||
| 2901 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 8380 COLESVILLE RD STE 700 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $500 |
| HISTORIC CHARLESTON FOUNDATION | |||||||
| PO BOX 1120 | CHARLESTON | SC | 29402 | N/A | PC | General & Unrestricted | $800 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL ELEPHANT FOUNDATION | |||||||
| PO BOX 366 | AZLE | TX | 76098 | N/A | PC | General & Unrestricted | $1,000 |
| JUNIOR LEAGUE OF THE CITY OF NEW YORK INC | |||||||
| 130 E 80TH ST | NEW YORK | NY | 10075 | N/A | PC | Charitable Event | $2,500 |
| JUST CAPITAL FOUNDATION INC | |||||||
| 44 EAST 30TH ST 11TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $500 |
| LITTLE FALLS WATERSHED ALLIANCE INC | |||||||
| 4920 DORSET AVE | CHEVY CHASE | MD | 20815 | N/A | PC | General & Unrestricted | $100 |
| LYNN HOUSE OF POTOMAC VALLEY INC | |||||||
| 4400 W BRADDOCK RD | ALEXANDRIA | VA | 22304 | N/A | PC | General & Unrestricted | $2,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| SPARTAN WAY 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | N/A | PC | James Madison College fund | $1,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| SPARTAN WAY 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | N/A | PC | James Madison College fund | $1,000 |
| MONTGOMERY COLLEGE FOUNDATION INC | |||||||
| 9221 CORPORATE BLVD | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $1,000 |
| MONTGOMERY COUNTY HUMANE SOCIETY INC | |||||||
| 601 S STONESTREET AVE | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $1,500 |
| MONTGOMERY COUNTY PARKS FOUNDATION INC | |||||||
| 2425 REEDIE DRIVE 12TH FL | WHEATON | MD | 20902 | N/A | PC | General & Unrestricted | $500 |
| MONTGOMERY HOSPICE INC | |||||||
| 1355 PICCARD DR STE 100 | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $1,000 |
| MPT FOUNDATION INC | |||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | N/A | PC | General & Unrestricted | $800 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | Muir Woods National Monument fund | $1,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 2600 VIRGINIA AVE NW STE 1100 | WASHINGTON | DC | 20037 | N/A | PC | funds for the Morningstar Tabernacle No. 88 Order of Moses Cemetery and Hall, Oljato Trading Post in Utah, Threatt Filling Station and Family Farm, Summit Tunnels 6 and 7, Summit Camp Site | $2,000 |
| NATIVE AMERICAN RIGHTS FUND | |||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK HARBOR FOUNDATION INC - BILLION OYSTER PR | |||||||
| GOVERNORS ISLAND 10 SOUTH ST | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,492 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| OUT & EQUAL | |||||||
| PO BOX 894434 | LOS ANGELES | CA | 90189 | N/A | PC | General & Unrestricted | $1,000 |
| OYSTER RECOVERY PARTNERSHIP INC | |||||||
| PO BOX 6775 | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $1,500 |
| REHOBOTH BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 327 | REHOBOTH BCH | DE | 19971 | N/A | PC | the project to replace the tower ladder truck | $2,000 |
| REHOBOTH BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 327 | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $200 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JCT PLACE STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $1,000 |
| SIXTH CHURCH OF CHRIST SCIENTIST WASHINGTON DC | |||||||
| 4601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $2,500 |
| SOME INC | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $500 |
| THE EXECUTIVE LEADERSHIP COUNCIL INC | |||||||
| 1301 K ST NW SUITE 210 WEST | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $2,000 |
| TUDOR PLACE FOUNDATION INC | |||||||
| 1644 31ST ST NW | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $25 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $1,500 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | International Quilt Museum fund | $300 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | SO III FI | General & Unrestricted | $1,500 |
| WASHINGTON EPISCOPAL DAY SCHOOL INC | |||||||
| 5600 LITTLE FALLS PKWY | BETHESDA | MD | 20816 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON PERFORMING ARTS SOCIETY | |||||||
| 1400 K NW ST | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $3,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $500 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,517 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $292,123 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $306,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,790 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $33,963 | $246,822 |
| BROWN ADVISORY SMALL CAP GROWT | $39,040 | $68,433 |
| BROWN ADVISORY SUSTAINABILITY | $426,449 | $1,262,000 |
| CHARLES SCHWAB CORP | $36,185 | $151,380 |
| CITIGROUP INC | $77,106 | $72,468 |
| COMCAST CORP | $76,312 | $74,488 |
| JP MORGAN CHASE | $40,975 | $142,515 |
| KNIGHT SWIFT TRANSPORTATION HO | $72,000 | $110,606 |
| KRAFT HEINZ CO | $70,920 | $71,800 |
| MASTERCARD INC | $77,081 | $81,206 |
| PAYPAL HOLDINGS, INC | $28,606 | $132,006 |
| QUALCOMM INC | $18,499 | $86,315 |
| WELLS FARGO FDS, DISCOVERY FD | $91,438 | $111,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,009 | $15,009 |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,908 | Amt |
| Net Investment Income | $2,908 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $1,800 |
| 990-PF Extension for 2020 | $240 |