JOHN AND JANICE WYATT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JANICE WYATT FOUNDATION (EIN 83-1736618)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-29
- IRS object ID
- 202521499349100322
- Schema version
- 2024v5.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-29T14:17:28-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RESEARCH COURT SUITE 400 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 |
| 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 | JANICE HILMOE-WYATT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7036272930 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 3016913600 | PhoneNum |
| Preparation | 2025-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $153,524 | 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 | $680,266 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $581 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $581 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $581 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,288 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,288 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,288 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,964 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $686,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,869 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,869 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $232,208 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $232,208 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,134 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,134 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,560 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,560 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,560 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,974 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $124 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,850 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,700 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,075 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,075 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,873 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,684 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $373,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $385,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $385,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $760,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,684 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $758,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,185 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $187,171 | CashBOYAmt |
| Cash EOY | $150,845 | CashEOYAmt |
| Cash EOYFMV | $150,845 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,679 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,679 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $227,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $153,524 | 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 | $227,749 | RetainedEarningBOYAmt |
| Retained Earning EOY | $153,524 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $227,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $227,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $153,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $227,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $153,524 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $153,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BANK OF AMERICA INVESTMENTS ST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-05-23 | SoldDt |
| Gross Sales Price | $32,925 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,637 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,288 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,288 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,288 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,288 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $841 | 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 | $841 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $811 | OverpaymentAmt |
| Applied To ES Tax | $811 | 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 | 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 | Yes (1) | 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 AND JANICE 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 | 4.00 | $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 | $147,208 | $5,477 | $8,596 |
| CHARLENE JONES | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | DIRECTOR OF OPERATIO | 40.00 | $85,000 | $13,878 | $2,865 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CAMPAIGN FOR GRADE LEVEL READING- WHICH BRINGS PUBLIC AND PRIVATE SECTOR ORGANIZATIONS TOGETHER FOR A SHARED VISION AND A SHARED SET OF METRICS. THE VISION OF THE CAMPAIGNS IS TO IMPROVE ACADEMIC PERFORMANCE IN OUR PUBLIC SCHOOLS BY PLANTING A FLAG AROUND THE IMPORTANCE OF 3RD GRADE LITERACY. | Description1Txt |
| Expenses1 | $183,375 | Expenses1Amt |
| Description2 | THE CAMBRIDGE EMPOWERMENT CENTER IS FUNDED TO PROVIDE A PRE-K PROGRAM THAT WILL MEET MSDE LICENSING REQUIREMENTS, AVAILABLE FOR CHILDREN AGES 3-5 YEARS OLD, WITH A MAXIMUM CAPACITY OF 20 STUDENTS. | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| Description3 | FAIRFAX FUTURES IS FUNDED TO PROVIDE A MULTI-YEAR PROGRAM DESIGNED TO IMPROVE THE QUALITY OF EARLY CHILDHOOD EDUCATION IN FAIRFAX COUNTY. THE PROGRAM WILL PROVIDE TRAINING AND ENSURE THE IMPLEMENTATION OF A LICENSED CURRICULUM FOR FAMILY HOME EARLY CHILDHOOD EDUCATION SITES. | Description3Txt |
| Expenses3 | $90,000 | Expenses3Amt |
| Description4 | LEYENDO JUNTOS IS A PROGRAM DESIGNED TO EDUCATE, EMPOWER, AND SUPPORT WINCHESTER HISPANIC FAMILIES TO BETTER DEVELOP LEARNING AND LITERACY OPPORTUNITIES WITHIN OUR COMMUNITY. | Description4Txt |
| Expenses4 | $50,000 | Expenses4Amt |
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 | $21,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $190,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $190,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $187,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $758,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $758,640 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,185 | CurrentYearAmt |
| Year1 | $2,257 | Year1Amt |
| Year2 | $2,277 | Year2Amt |
| Year3 | $24,078 | Year3Amt |
| Total | $30,797 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,857 | CurrentYearAmt |
| Year1 | $1,918 | Year1Amt |
| Year2 | $1,935 | Year2Amt |
| Year3 | $20,466 | Year3Amt |
| Total | $26,177 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $758,640 | CurrentYearAmt |
| Year1 | $876,538 | Year1Amt |
| Year2 | $932,578 | Year2Amt |
| Year3 | $906,071 | Year3Amt |
| Total | $3,473,827 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $385,240 | CurrentYearAmt |
| Year1 | $539,750 | Year1Amt |
| Year2 | $518,000 | Year2Amt |
| Year3 | $528,200 | Year3Amt |
| Total | $1,971,190 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $373,400 | CurrentYearAmt |
| Year1 | $336,788 | Year1Amt |
| Year2 | $414,578 | Year2Amt |
| Year3 | $377,871 | Year3Amt |
| Total | $1,502,637 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,259 | CurrentYearAmt |
| Year1 | $10,560 | Year1Amt |
| Year2 | $18,683 | Year2Amt |
| Year3 | $16,052 | Year3Amt |
| Total | $51,554 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DORCHESTER COUNTY PUBLIC SCHOOLS | ||||||||
| 700 GLASGOW STREET | CAMBRIDGE | MD | 21613 | NONE | PC | CAMPAIGN FOR GRADE LEVEL READING SUPPORT | $10,000 | |
| EMPOWERMENT CENTER | ||||||||
| 615 PINE STREET | CAMBRIDGE | MD | 21613 | NONE | PC | GRANT TO FUND PINE STREET ENRICHMENT PROGRAM PRE-KINDERGARTEN CLASSROOM | $50,000 | |
| FAIRFAX FUTURES | ||||||||
| 12011 GOVERNMENT CENTER PARKWAY | FAIRFAX | VA | 22035 | NONE | PC | GRANT TO FUND THE CURRICULUM IMPLEMENTATION STRATEGY | $90,000 | SUITE 920 |
| HANDLEY REGIONAL LIBRARY SYSTEM | ||||||||
| 100 WEST PICCADILLY STREET | WINCHESTER | VA | 22601 | NONE | PC | PASSPORT PROJECT AND SENTENCED SCREENING FOOD | $5,000 | |
| HANDLEY REGIONAL LIBRARY SYSTEM | ||||||||
| 100 WEST PICCADILLY STREET | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND BIRTH TO 5 INITIATIVE AS PART OF FAMILY PLACE LIBRARY ACCREDITATION | $25,000 | |
| HANDLEY REGIONAL LIBRARY SYSTEM | ||||||||
| 100 WEST PICCADILLY STREET | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND MEALS FOR CAMPAIGN FOR GRADE LEVEL READING SENTENCED FILM EVENT | $240 | |
| HEALTHY FAMILIES NORTHERN SHENANDOAH VALLEY | ||||||||
| 301 NORTH CAMERON ST STE 101 | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND BIRTH TO 5 INITIATIVE AS PART OF RESOURCE CENTER GRANT | $25,000 | |
| LITERACY VOLUNTEERS WINCHESTER AREA | ||||||||
| 301 N CAMERON STREET | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND LEYENDO JUNTOS ENGLISH LANGUAGE LEARNER STRATEGY | $50,000 | |
| LITERACY VOLUNTEERS WINCHESTER AREA | ||||||||
| 301 N CAMERON STREET | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND OUT OF SCHOOL TIME (OST) STRATEGY AND CAMPAIGN BACKBONE SUPPORT | $65,000 | |
| MENTORWORKS FAIRFAX COUNTY PUBLIC SCHOOLS | ||||||||
| 8115 GATEHOUSE ROAD | FALLS CHURCH | VA | 22042 | NONE | PC | GRANT TO FUND ONE-YEAR BELONGING PROJECT PILOT PROGRAM | $40,000 | |
| NEW BEGINNINGS | ||||||||
| 8400 RIVER ROAD | LAUREL | MD | 20724 | NONE | PC | SUMMER PROGRAMMING SUPPORT | $10,000 | |
| VIRGINIA EARLY CHILDHOOD FOUNDATION | ||||||||
| 1703 NORTH PARHAM ROAD SUITE 110 | RICHMOND | VA | 23229 | NONE | PC | FUNDING OF VECF EARLY CHILDHOOD FUNDER'S COLLABORATIVE | $10,000 | |
| WINCHESTER PUBLIC SCHOOLS | ||||||||
| 598 NORTH KENT STREET | WINCHESTER | VA | 22601 | NONE | PC | GRANT TO FUND CAMPAIGN ATTENDANCE COMPETITION PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $385,240 | 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 | $581 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,288 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUNDS | Desc |
| Related Or Exempt Function Incm | $1,964 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,964 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,833 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL EXCISE TAX REFUNDS | RelationshipStatementTxt |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN AND JANICE WYATT | ||||||
| 1 | 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | $600,000 | Yes (X) |
| THE WADDELL FOUNDATION | ||||||
| 2 | PO BOX 236 | CAMBRIDGE | MA | 21613 | $15,000 | Yes (X) |
| MID-SHORE COMMUNITY FND (TODD FUND) | ||||||
| 3 | THE BULLITT HOUSE 102 EAST DOVER ST | EASTON | MD | 21601 | $20,000 | Yes (X) |
| ROBBINS CHARITABLE FOUNDATION | ||||||
| 4 | PO BOX 236 | CAMBRIDGE | MA | 21613 | $15,000 | Yes (X) |
| DOCK STREET FOUNDATION | ||||||
| 5 | 205 GOLDSBOROUGH ST | EASTON | MD | 21601 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,120 | Amt |
| Net Investment Income | $1,560 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,560 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,560 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING | $4,909 | $0 | $0 | $4,909 |
| OFFICE EXPENSE | $930 | $0 | $0 | $930 |
| PAYROLL FEES | $2,725 | $0 | $0 | $2,725 |
| TECHNOLOGY | $4,329 | $0 | $0 | $4,329 |
| DIRECT PROGRAM SERVICES | $47,620 | $0 | $0 | $47,620 |
| TRAINING | $6,500 | $0 | $0 | $6,500 |
| MISCELLANEOUS | $835 | $0 | $0 | $835 |
| STATE FILING FEES | $25 | $0 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $1,964 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $124 | $124 | $124 | $0 |
| CONSULTING FEES | $12,850 | $0 | $0 | $12,850 |