S & R FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- S & R FOUNDATION (EIN 52-2284478)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-03
- IRS object ID
- 202541849349100714
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-03T14:07:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541342298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kositzka Wicks and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5270 Shawnee Road Suite 250 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22312 | 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 | 522284478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S & R Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | S&RF | BusinessNameControlTxt |
| Phone | 3019418111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sachiko Kuno | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3019418111 | PhoneNum |
| Signature | 2025-07-02 | 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 | Jennica Jardine Whitfield CPA | PreparerPersonNm |
| PTIN | P01379267 | PTIN |
| Phone | 7036422700 | PhoneNum |
| 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 | $120,329,486 | 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 | $37,195,220 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,304,801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,304,801 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,304,801 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $5,178 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $5,178 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $5,178 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $5,178 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,771,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,911,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,771,910 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $252,921 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $83,602 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83,602 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $83,602 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $41,360,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,165,500 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,646,511 | 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 | $473,476 | 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 | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,781 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,087 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $543,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $191,298 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,563 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $324,388 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $252,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,276 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $744,673 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $744,673 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $393,901 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,306 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,983 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $368,212 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $162,211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,266,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $744,673 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $211,757 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,017,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,017,198 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,283,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $744,673 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,228,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,077,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,957,251 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $901,838 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $312,291 | CashBOYAmt |
| Cash EOY | $103,250 | CashEOYAmt |
| Cash EOYFMV | $103,250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,620 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,055 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $2,644,794 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,597,997 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,644,794 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,644,794 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $38,548,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,403,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,403,611 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,688,366 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,242,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,242,193 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,021,232 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,619,267 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,619,267 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $67,833,891 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,540,140 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $28,290,596 | LandBOYAmt |
| Land EOY | $64,293,751 | LandEOYAmt |
| Land EOYFMV | $64,293,751 | LandEOYFMVAmt |
| Total Assets BOY | $95,485,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,329,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,329,486 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,646 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $89,274 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,959,983 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,277,868 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $5,507 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $10,134 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $8,770,225 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $19,670 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,670 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,779,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,396,946 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,706,455 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $118,932,540 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,706,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,932,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,485,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,329,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,706,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,077,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,148,876 | OtherIncreasesAmt |
| Subtotal | $118,932,540 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $118,932,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| JP Morgan | $8,267,762 | $8,109,892 | $157,870 | $157,870 | ||||
| JP Morgan | $18,770,186 | $16,859,128 | $1,911,058 | $1,911,058 | ||||
| Charles Schwab | $1,274,246 | $1,179,195 | $95,051 | $95,051 | ||||
| Charles Schwab | $1,531,975 | $1,417,698 | $114,277 | $114,277 | ||||
| 19370 Mattaponi Trail, Milford VA 22514 | $2,050,000 | $1,856,449 | $475,997 | $475,997 | D | 2017-09-12 | 2024-03-12 | $282,446 |
| Capital Gains Dividends | $17,657 | $17,657 | $17,657 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,771,910 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $252,921 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,006 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,006 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,006 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,524 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,725 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,249 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $242 | OverpaymentAmt |
| Applied To ES Tax | $242 | 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 | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | sandrevermay.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019418111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | 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 | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Sachiko Kuno | ||||||||
| 1623 28th St NW | Washington | DC | 20007 | President | 20.00 | $0 | $0 | $0 |
| Marianne F Chaconas | ||||||||
| 1623 28th St NW | Washington | DC | 20006 | Vice President | 5.00 | $0 | $0 | $0 |
| Douglas W Charnas | ||||||||
| 1275 Pennsylvania Ave NW Suite 420 | Washington | DC | 20004 | Secretary/Treasurer | 6.00 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| Maryellen Ryan | ||||||||
| 1623 28th Street NW | Washington | DC | 20011 | Staff | 40.00 | $91,461 | $0 | $0 |
| Rika Okayama | ||||||||
| 1623 28th Street NW | Washington | DC | 20011 | Staff | 40.00 | $88,400 | $0 | $0 |
| Alexi F Halliburton | ||||||||
| 1623 28th Street NW | Washington | DC | 20011 | Staff | 40.00 | $80,913 | $0 | $0 |
| Allison K Gent | ||||||||
| 1623 28th Street NW | Washington | DC | 20011 | Staff | 40.00 | $64,672 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Occasions Caterers | |||||
| 655 Taylor St NE | Washington | DC | 20017 | Catering Service | $104,432 |
| Bit Transformation | |||||
| 9224 Hidden Creek Drive | Great Falls | VA | 22066 | Computer Services | $98,226 |
| Gall Estate Management Services LLC | |||||
| 610 Madison Street Suite 601 | Alexandria | VA | 22314 | Property Management | $67,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Social impact programs to develop young artists and musicians. | Description1Txt |
| Expenses1 | $114,242 | Expenses1Amt |
| Description2 | Management of grant award programs. | Description2Txt |
| Expenses2 | $97,514 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Renovation of Evermay property. | Description1Txt |
| Expenses1 | $579,272 | Expenses1Amt |
| Total | $579,272 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,310,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $598,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $68,790,559 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,699,288 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $127,699,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,915,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,783,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,289,190 | 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 | $5,228,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $579,272 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,808,227 | 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 | $901,838 | CurrentYearAmt |
| Year1 | $1,472,453 | Year1Amt |
| Year2 | $1,809,598 | Year2Amt |
| Year3 | $245,836 | Year3Amt |
| Total | $4,429,725 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $766,562 | CurrentYearAmt |
| Year1 | $1,251,585 | Year1Amt |
| Year2 | $1,538,158 | Year2Amt |
| Year3 | $208,961 | Year3Amt |
| Total | $3,765,266 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,808,227 | CurrentYearAmt |
| Year1 | $3,204,429 | Year1Amt |
| Year2 | $6,838,314 | Year2Amt |
| Year3 | $162,187 | Year3Amt |
| Total | $16,013,157 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,808,227 | CurrentYearAmt |
| Year1 | $3,204,429 | Year1Amt |
| Year2 | $6,838,314 | Year2Amt |
| Year3 | $162,187 | Year3Amt |
| Total | $16,013,157 | 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 | $4,192,793 | CurrentYearAmt |
| Year1 | $3,110,973 | Year1Amt |
| Year2 | $2,977,325 | Year2Amt |
| Year3 | $1,428,435 | Year3Amt |
| Total | $11,709,526 | 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) |
|---|---|---|
| Contributing Manager | Sachiko Kuno | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dr Sachiko Kuno | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2022986007 | RecipientPhoneNum |
| Recipient Email Address | k.goodall@sandr.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Entry must be submitted in writing. The form is available through a link on the Foundation's website and should include: the entrant's biography and picture essay of 250-500 words detailing how the awardee would advance the mission of the Foundation; sample photograph or recording of the entrant's work; and two references from recognized authorities or professionals in the entrant's discipline. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | The deadline varies each year, typically in the spring. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Entrants must be at least 18 years old and not enrolled or finishing work in a degree-granting program, and must not have received an advanced level of recognition for their work. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 100 Reporters | ||||||
| 1440 G Street NW 8th Floor | Washington | DC | 20005 | To fund charitable activities. | $50,000 | |
| Alanna M Fields | ||||||
| 5508 7th Street NW 402 | Washington | DC | 20011 | To fund charitable activities. | $15,000 | |
| Angela Gladue | ||||||
| 1226 Simms Pl NE Apt B | Washington | DC | 20002 | To fund charitable activities. | $15,000 | |
| Anti-Defamation League (ADL) | ||||||
| 605 Third Avenue | New York | NY | 10158 | To fund charitable activities. | $10,000 | |
| Arena Stage | ||||||
| 1101 6th Street SW | Washington | DC | 20024 | To fund charitable activities. | $10,000 | |
| Boys & Girls Clubs of Greater Washington | ||||||
| 4103 Benning Rd NE | Washington | DC | 20019 | To fund charitable activities. | $1,355,698 | |
| Carl Walker | ||||||
| 1412 Eastern Avenue NE | Washington | DC | 20019 | To fund charitable activities. | $15,000 | |
| Center for American Progress | ||||||
| 1333 H Street NW Suite 100E | Washington | DC | 20005 | To fund charitable activities. | $100,000 | |
| Citizens Association of Georgetown | ||||||
| 1058 30th St NW | Washington | DC | 20007 | To fund charitable activities. | $10,000 | |
| Coalition for Trust in Health & Science | ||||||
| 529 Van Buren St NW | Washington | DC | 20012 | To fund charitable activities. | $50,000 | |
| Denyce Graves Foundation | ||||||
| 1050 Connecticut Ave NW Ste 500 | Washington | DC | 20035 | To fund charitable activities. | $75,000 | |
| Edens Community Enrichment Foundation | ||||||
| 1221 Main St | Columbia | SC | 29201 | To fund charitable activities. | $10,000 | |
| Electric Infrastructure Security Council Inc | ||||||
| 100 G Street Ste 600 | Washington | DC | 20002 | To fund charitable activities. | $10,000 | |
| Federal City Council | ||||||
| 1156 15th St NW Ste 600 | Washington | DC | 20005 | To fund charitable activities. | $16,500 | |
| Foster America | ||||||
| PO Box 220080 | Dorchester | MD | 02122 | To fund charitable activities. | $2,000 | |
| Georgetown Heritage | ||||||
| 1000 Potomac St NW 122 | Washington | DC | 20007 | To fund charitable activities. | $20,000 | |
| Georgetown Main Street | ||||||
| 1000 Potomac St NW 122 | Washington | DC | 20007 | To fund charitable activities. | $6,000 | |
| Global Citizens Initiative Inc | ||||||
| 2 Sound View Dr | Greemwich | CT | 06830 | To fund charitable activities. | $25,000 | |
| Halcyon House | ||||||
| 3400 Prospect St NW | Washington | DC | 20007 | To fund charitable activities. | $1,025,000 | |
| Hardy Middle School Parent Teacher Organization Inc | ||||||
| 1819 35th Street NW | Washington | DC | 20007 | To fund charitable activities. | $20,000 | |
| Holly Bass | ||||||
| 2480 16th Street NW 115 | Washington | DC | 20009 | To fund charitable activities. | $15,000 | |
| Inova Health Systems Foundation - Life With Cancer | ||||||
| 1742 N St NW | Washington | DC | 20036 | To fund charitable activities. | $15,000 | |
| Japan Foundation | ||||||
| 1700 Broadway 15th Floor | New York | NY | 10019 | To fund charitable activities. | $10,000 | |
| Japanese Americans Care Fund | ||||||
| 4022-B Hummer Rd | Annandale | VA | 22003 | To fund charitable activities. | $10,000 | |
| Kizuna Across Cultures | ||||||
| 1050 Connecticut Ave NW 6th Floor | Washington | DC | 20001 | To fund charitable activities. | $20,000 | |
| LearnServe | ||||||
| PO Box 6203 | Washington | DC | 20015 | To fund charitable activities. | $25,000 | |
| Marie Curie Institute - King Baudouin Foundation | ||||||
| 551 Fifth Avenue Suite 2400 | New York | NY | 10176 | To fund charitable activities. | $10,000 | |
| Marthas Table | ||||||
| 2375 Elvans Rd SS | Washington | DC | 20020 | To fund charitable activities. | $50,000 | |
| Mike and Maureen Mansfield Foundation | ||||||
| 1156 15th Street NW Suite 1105 | Washington | DC | 20005 | To fund charitable activities. | $30,000 | |
| Mt Zion Female Union Band Historic Memorial Park | ||||||
| 1301 K Street NW Suite 500 East | Washington | DC | 20005 | To fund charitable activities. | $10,000 | |
| Mt Zion United Methodist Church | ||||||
| 1334 29th St NW | Washington | DC | 20007 | To fund charitable activities. | $10,000 | |
| National Cherry Blossom Festival Inc | ||||||
| 1275 K Street NW Suite 1000 | Washington | DC | 20005 | To fund charitable activities. | $20,000 | |
| New Orchestra of Washington | ||||||
| 15800 Crabbs Branch Way Suite 300 | Rockville | MD | 20855 | To fund charitable activities. | $25,000 | |
| Oak Hill Cemetery Foundation | ||||||
| 3001 R Street NW | Washington | DC | 20007 | To fund charitable activities. | $10,000 | |
| Ryuji Ueno Foundation Inc | ||||||
| 1623 28th Street NW | Washington | DC | 20007 | To fund charitable activities. | $1,050,000 | |
| Smithsonian Institution | ||||||
| 1000 Jefferson Drive SW | Washington | DC | 20560 | To fund charitable activities. | $200,000 | |
| Spark The Journey | ||||||
| 609 H Street NE Apt 500 | Washington | DC | 20002 | To fund charitable activities. | $25,000 | |
| STABLE | ||||||
| 336 Randolph Place NE | Washington | DC | 20002 | To fund charitable activities. | $50,000 | |
| The Barack Obama Foundation | ||||||
| PO Box 779056 | Chicago | IL | 60677 | To fund charitable activities. | $10,000 | |
| The Ellington Fund | ||||||
| 3500 R Street NW | Washington | DC | 20007 | To fund charitable activities. | $25,000 | |
| The Henry L Stimson Center | ||||||
| 1211 Connecticut Ave NW 8th Floor | Washington | DC | 20036 | To fund charitable activities. | $150,000 | |
| The L'Enfant Trust | ||||||
| 1307 New Hampshire Ave NW Suite 400 | Washington | DC | 20036 | To fund charitable activities. | $10,000 | |
| The Phillips Collection | ||||||
| 1600 21st Street NW | Washington | DC | 20009 | To fund charitable activities. | $25,000 | |
| The VIVA School of Dance | ||||||
| 4000 Albemarle St NW Ste 304 | Washington | DC | 20016 | To fund charitable activities. | $25,000 | |
| The Washington Ballet | ||||||
| 3515 Wisconsin Avenue NW | Washington | DC | 20016 | To fund charitable activities. | $10,000 | |
| THIS for Diplomats | ||||||
| 1250 H Street NW Suite 300 | Washington | DC | 20005 | To fund charitable activities. | $10,000 | |
| Transformer Inc | ||||||
| 1404 P Street NW | Washington | DC | 20005 | To fund charitable activities. | $30,000 | |
| Tudor Place Foundation | ||||||
| 1670 31st Street NW | Washington | DC | 20007 | To fund charitable activities. | $50,000 | |
| University of Michigan | ||||||
| 500 S State Street | Ann Arbor | MI | 48109 | To fund charitable activities. | $100,000 | |
| US JET Program Alumni Association | ||||||
| 2520 Massachusetts Ave | Washington | DC | 20008 | To fund charitable activities. | $10,000 | |
| Vital Voices | ||||||
| 1625 Massachusetts Avenue NW 3rd | Washington | DC | 20036 | To fund charitable activities. | $50,000 | Floor |
| Washington Japanese Language School | ||||||
| 4900 Strathmore Ave | Garrett Park | MD | 20896 | To fund charitable activities. | $10,000 | |
| Washington National Opera | ||||||
| 6925 Willow St NW | Washington | DC | 20012 | To fund charitable activities. | $75,000 | |
| Young Concert Artists Inc | ||||||
| 1776 Broadway Ste 1500 | New York | NY | 10019 | To fund charitable activities. | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,017,198 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,304,801 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,178 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,295,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $475,997 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,684,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $481,175 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,165,500 | 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 | 5 | LineNumberTxt |
| Relationship Statement | Rental income on properties held for historic preservation. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evermay Georgetown LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1623 28th Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $37,195,220 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Historic property at 1623 28th Street NW, Washington, DC 20007 | NoncashPropertyDesc |
| Fair Market Value | $37,195,220 | FairMarketValueAmt |
| Received | 2024-08-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $25,350 | Amt |
| Net Investment Income | $12,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (229 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| WEBSITE | 2011-09-16 | $28,800 | $28,800 | SL | 3.000000000000 | $0 | $0 | $0 | |
| LIGHTING | 2010-03-12 | $5,088 | $5,088 | SL | 3.000000000000 | $0 | $0 | $0 | |
| COMPUTER FOR KATE | 2013-06-13 | $1,858 | $1,858 | SL | 5.000000000000 | $0 | $0 | $0 | |
| COMPUTER FOR MAKI AND LEO | 2013-06-13 | $3,714 | $3,714 | SL | 5.000000000000 | $0 | $0 | $0 | |
| LAPTOP FOR KANAKO SAEKI | 2011-07-13 | $1,772 | $1,772 | SL | 5.000000000000 | $0 | $0 | $0 | |
| COMPUTER SHOWCASE | 2012-10-13 | $1,693 | $1,693 | SL | 5.000000000000 | $0 | $0 | $0 | |
| MICROPHONE | 2007-09-13 | $1,336 | $1,336 | SL | 5.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURE | 2014-06-18 | $84,460 | $84,460 | SL | 7.000000000000 | $0 | $0 | $0 | |
| FURNITURE FOR UPSTAIRS OFFICES | 2003-06-15 | $12,683 | $12,683 | SL | 7.000000000000 | $0 | $0 | $0 | |
| DESK FOR KYOTO UNIVERSITY INTERNS | 2015-07-22 | $448 | $448 | SL | 7.000000000000 | $0 | $0 | $0 | |
| FILLMORE BUILDING | 2006-09-15 | $4,524,372 | $995,752 | SL | 39.000000000000 | $116,010 | $0 | $116,010 | |
| FILLMORE_CARPET | 2009-08-15 | $3,800 | $1,150 | SL | 27.500000000000 | $138 | $0 | $138 | |
| FILLMORE LAND | 2006-09-15 | $12,001,208 | L | $0 | $0 | $0 | |||
| TECH_COMPUTERS | 2010-09-15 | $500 | $500 | SL | 3.000000000000 | $0 | $0 | $0 | |
| TECH_FURNITURE | 2010-09-15 | $7,295 | $7,295 | SL | 7.000000000000 | $0 | $0 | $0 | |
| RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE | 2001-01-17 | $3,368 | $854 | SL | 27.500000000000 | $122 | $0 | $122 | |
| PROFESSIONAL SERVICES FOR JUNE | 2001-01-17 | $21,314 | $5,425 | SL | 27.500000000000 | $775 | $0 | $775 | |
| INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 | 2001-01-17 | $5,000 | $1,274 | SL | 27.500000000000 | $182 | $0 | $182 | |
| FILLMORE PROJECT | 2001-01-17 | $54,501 | $13,874 | SL | 27.500000000000 | $1,982 | $0 | $1,982 | |
| GEOTECHNICAL ENGINEERING | 2001-01-17 | $4,000 | $1,015 | SL | 27.500000000000 | $145 | $0 | $145 | |
| BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS | 2001-01-17 | $8,956 | $2,282 | SL | 27.500000000000 | $326 | $0 | $326 | |
| FILLMORE RENOVATION - AUGUST | 2001-01-17 | $22,558 | $5,740 | SL | 27.500000000000 | $820 | $0 | $820 | |
| GEOTECHNICAL ENGINEERING INVESTIGATION | 2001-01-17 | $13,681 | $3,479 | SL | 27.500000000000 | $497 | $0 | $497 | |
| LANDSCAPE DESIGN FOR FILLMORE | 2001-01-17 | $15,483 | $3,941 | SL | 27.500000000000 | $563 | $0 | $563 | |
| LANDSCAPE DESIGN FOR FILLMORE | 2001-01-17 | $4,652 | $1,183 | SL | 27.500000000000 | $169 | $0 | $169 | |
| SCHEMATIC DESIGN | 2001-01-17 | $18,897 | $4,809 | SL | 27.500000000000 | $687 | $0 | $687 | |
| ARCHITECT SERVICES FOR SEPTEMBER | 2001-01-17 | $60,071 | $15,288 | SL | 27.500000000000 | $2,184 | $0 | $2,184 | |
| FILLMORE PERMIT PROCESSING | 2001-01-17 | $1,363 | $350 | SL | 27.500000000000 | $50 | $0 | $50 | |
| LANDSCAPE ARCHITECT SERVICE | 2001-01-17 | $17,770 | $4,522 | SL | 27.500000000000 | $646 | $0 | $646 | |
| GEOTECHNICAL ENGENEERING INVESTIGATION | 2001-01-17 | $176 | $42 | SL | 27.500000000000 | $6 | $0 | $6 | |
| ARCHITECT FEES FOR OCTOBER | 2001-01-17 | $29,225 | $7,441 | SL | 27.500000000000 | $1,063 | $0 | $1,063 | |
| DESIGNI DEVELOPMENT | 2001-01-17 | $5,305 | $1,351 | SL | 27.500000000000 | $193 | $0 | $193 | |
| SERVICES AS PER NOVE 27 2016 | 2001-01-17 | $23,708 | $6,034 | SL | 27.500000000000 | $862 | $0 | $862 | |
| DESIGN DEVELOPMENT | 2001-01-17 | $2,126 | $539 | SL | 27.500000000000 | $77 | $0 | $77 | |
| ARCHITECT FEES FOR DECEMBER | 2001-01-17 | $92,772 | $23,618 | SL | 27.500000000000 | $3,374 | $0 | $3,374 | |
| COMPUTER FOR EA | 2016-02-25 | $1,799 | $1,799 | SL | 5.000000000000 | $0 | $0 | $0 | |
| COMPUTER FOR INCUBATOR | 2016-08-21 | $2,380 | $2,380 | SL | 5.000000000000 | $0 | $0 | $0 | |
| COMPUTER FOR ALEX | 2009-07-16 | $1,884 | $1,884 | SL | 5.000000000000 | $0 | $0 | $0 | |
| FRIDGE AND MICROWAVE | 2016-06-13 | $666 | $666 | SL | 5.000000000000 | $0 | $0 | $0 | |
| LAPTOPS | 2017-01-20 | $4,407 | $4,407 | SL | 5.000000000000 | $0 | $0 | $0 | |
| COMPUTER FOR MOLLY | 2017-02-28 | $2,155 | $2,155 | SL | 5.000000000000 | $0 | $0 | $0 | |
| COMPUTER FOR NICOLE | 2005-05-17 | $1,565 | $1,565 | SL | 5.000000000000 | $0 | $0 | $0 | |
| LAPTOP FOR DALE | 2004-06-17 | $2,093 | $2,093 | SL | 5.000000000000 | $0 | $0 | $0 | |
| EVENT EQUIPMENT - GLASSWARE | 2002-03-17 | $2,972 | $2,972 | SL | 5.000000000000 | $0 | $0 | $0 | |
| EVENT EQUIPMENT - TABLES | 2002-03-17 | $3,077 | $3,077 | SL | 5.000000000000 | $0 | $0 | $0 | |
| EVENT EQUIPMENT - DISHWASHER | 2002-03-17 | $3,169 | $3,169 | SL | 5.000000000000 | $0 | $0 | $0 | |
| EVENT EQUIPMENT - REFRIGERATOR | 2002-03-17 | $1,299 | $1,299 | SL | 5.000000000000 | $0 | $0 | $0 | |
| EVENT EQUIPMENT - TABLECLOTHS | 2002-03-17 | $1,249 | $1,249 | SL | 5.000000000000 | $0 | $0 | $0 | |
| EVENT EQUIPMENT - DISHWASHER RACKS | 2002-03-17 | $592 | $592 | SL | 5.000000000000 | $0 | $0 | $0 | |
| EVENT EQUIPMENT - MUSIC STAND | 2017-04-22 | $256 | $256 | SL | 5.000000000000 | $0 | $0 | $0 | |
| INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE | 2010-09-17 | $20,878 | $3,344 | SL | 39.000000000000 | $535 | $0 | $535 | |
| 2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM | 2017-10-31 | $20,878 | $3,299 | SL | 39.000000000000 | $535 | $0 | $535 | |
| ARCHITECT FEES FOR JANUARY | 2002-02-17 | $58,373 | $10,354 | SL | 39.000000000000 | $1,497 | $0 | $1,497 | |
| DESIGN DEVELOPMENT | 2017-01-15 | $1,383 | $245 | SL | 39.000000000000 | $35 | $0 | $35 | |
| TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE | 2017-03-16 | $8,510 | $1,472 | SL | 39.000000000000 | $218 | $0 | $218 | |
| DEPOSIT TO ORDER WINDOWS | 2003-08-17 | $150,000 | $26,281 | SL | 39.000000000000 | $3,846 | $0 | $3,846 | |
| FILLMORE RENOVATION | 2003-08-17 | $225,000 | $39,422 | SL | 39.000000000000 | $5,769 | $0 | $5,769 | |
| FILLMORE RENOVATION | 2004-07-17 | $265,563 | $45,961 | SL | 39.000000000000 | $6,809 | $0 | $6,809 | |
| FILLMORE RENOVATION | 2017-04-30 | $288,409 | $49,300 | SL | 39.000000000000 | $7,395 | $0 | $7,395 | |
| FILLMORE RENOVATION | 2017-06-30 | $375,430 | $62,569 | SL | 39.000000000000 | $9,626 | $0 | $9,626 | |
| FILLMORE RENOVATION | 2017-05-31 | $251,078 | $42,383 | SL | 39.000000000000 | $6,438 | $0 | $6,438 | |
| FILLMORE RENOVATION | 2017-06-30 | $405,555 | $67,593 | SL | 39.000000000000 | $10,399 | $0 | $10,399 | |
| FILLMORE RENOVATION | 2017-08-31 | $426,403 | $69,242 | SL | 39.000000000000 | $10,933 | $0 | $10,933 | |
| FILLMORE RENOVATION | 2017-09-30 | $558,848 | $89,556 | SL | 39.000000000000 | $14,329 | $0 | $14,329 | |
| FILLMORE RENOVATION | 2017-10-31 | $415,110 | $65,638 | SL | 39.000000000000 | $10,644 | $0 | $10,644 | |
| FILLMORE RENOVATION | 2017-11-30 | $96,842 | $15,105 | SL | 39.000000000000 | $2,483 | $0 | $2,483 | |
| FOUNDATION DESIGN SUPPORT AT FILLMORE | 2017-01-30 | $235 | $42 | SL | 39.000000000000 | $6 | $0 | $6 | |
| PROJECT START-UP | 2017-01-31 | $2,500 | $443 | SL | 39.000000000000 | $64 | $0 | $64 | |
| FILLMORE RENOVATION | 2003-08-17 | $51,355 | $8,999 | SL | 39.000000000000 | $1,317 | $0 | $1,317 | |
| FILLMORE RENOVATION | 2017-03-31 | $33,807 | $5,852 | SL | 39.000000000000 | $867 | $0 | $867 | |
| FILLMORE RENOVATION | 2017-04-30 | $48,187 | $8,240 | SL | 39.000000000000 | $1,236 | $0 | $1,236 | |
| FILLMORE RENOVATION | 2017-05-31 | $75,926 | $12,818 | SL | 39.000000000000 | $1,947 | $0 | $1,947 | |
| FILLMORE RENOVATION | 2017-06-30 | $50,123 | $8,353 | SL | 39.000000000000 | $1,285 | $0 | $1,285 | |
| FILLMORE RENOVATION | 2017-07-31 | $46,318 | $7,623 | SL | 39.000000000000 | $1,188 | $0 | $1,188 | |
| FILLMORE RENOVATION | 2017-08-31 | $118,902 | $19,310 | SL | 39.000000000000 | $3,049 | $0 | $3,049 | |
| FILLMORE RENOVATION | 2017-09-30 | $52,101 | $8,350 | SL | 39.000000000000 | $1,336 | $0 | $1,336 | |
| FILLMORE RENOVATION | 2017-10-31 | $37,508 | $5,932 | SL | 39.000000000000 | $962 | $0 | $962 | |
| FILLMORE RENOVATION | 2017-11-30 | $22,367 | $3,492 | SL | 39.000000000000 | $574 | $0 | $574 | |
| FILLMORE RENOVATION | 2017-12-31 | $59,431 | $9,144 | SL | 39.000000000000 | $1,524 | $0 | $1,524 | |
| FILLMORE RENOVATION | 2017-12-31 | $20,803 | $3,198 | SL | 39.000000000000 | $533 | $0 | $533 | |
| FILLMORE RENOVATION | 2018-02-01 | $11,167 | $1,692 | SL | 39.000000000000 | $286 | $0 | $286 | |
| FILLMORE RENOVATION | 2018-02-08 | $9,639 | $1,462 | SL | 39.000000000000 | $247 | $0 | $247 | |
| FILLMORE RENOVATION | 2018-04-12 | $2,512 | $368 | SL | 39.000000000000 | $64 | $0 | $64 | |
| FILLMORE RENOVATION | 2018-04-16 | $13,245 | $1,926 | SL | 39.000000000000 | $340 | $0 | $340 | |
| FILLMORE RENOVATION | 2018-04-16 | $4,613 | $669 | SL | 39.000000000000 | $118 | $0 | $118 | |
| FILLMORE RENOVATION | 2018-04-16 | $12,169 | $1,768 | SL | 39.000000000000 | $312 | $0 | $312 | |
| FILLMORE RENOVATION | 2018-05-15 | $10,710 | $1,558 | SL | 39.000000000000 | $275 | $0 | $275 | |
| FILLMORE RENOVATION | 2018-06-13 | $11,950 | $1,709 | SL | 39.000000000000 | $306 | $0 | $306 | |
| FILLMORE RENOVATION | 2018-06-15 | $6,513 | $932 | SL | 39.000000000000 | $167 | $0 | $167 | |
| FILLMORE RENOVATION | 2018-07-15 | $12,441 | $1,755 | SL | 39.000000000000 | $319 | $0 | $319 | |
| FILLMORE RENOVATION | 2018-07-18 | $873 | $119 | SL | 39.000000000000 | $22 | $0 | $22 | |
| FILLMORE RENOVATION | 2018-08-15 | $13,264 | $1,842 | SL | 39.000000000000 | $340 | $0 | $340 | |
| FILLMORE RENOVATION | 2018-08-16 | $5,380 | $736 | SL | 39.000000000000 | $138 | $0 | $138 | |
| FILLMORE RENOVATION | 2018-08-29 | $10,502 | $1,435 | SL | 39.000000000000 | $269 | $0 | $269 | |
| FILLMORE RENOVATION | 2018-08-31 | $55,528 | $7,595 | SL | 39.000000000000 | $1,424 | $0 | $1,424 | |
| FILLMORE RENOVATION | 2018-08-31 | $22,351 | $3,056 | SL | 39.000000000000 | $573 | $0 | $573 | |
| FILLMORE RENOVATION | 2018-09-05 | $9,735 | $1,333 | SL | 39.000000000000 | $250 | $0 | $250 | |
| FILLMORE RENOVATION | 2018-09-05 | $792 | $107 | SL | 39.000000000000 | $20 | $0 | $20 | |
| FILLMORE RENOVATION | 2018-09-12 | $16,703 | $2,283 | SL | 39.000000000000 | $428 | $0 | $428 | |
| FILLMORE RENOVATION | 2018-09-14 | $5,941 | $811 | SL | 39.000000000000 | $152 | $0 | $152 | |
| FILLMORE RENOVATION | 2018-09-17 | $53,948 | $7,261 | SL | 39.000000000000 | $1,383 | $0 | $1,383 | |
| FILLMORE RENOVATION | 2018-09-30 | $7,896 | $1,061 | SL | 39.000000000000 | $202 | $0 | $202 | |
| FILLMORE RENOVATION | 2018-10-02 | $500 | $68 | SL | 39.000000000000 | $13 | $0 | $13 | |
| FILLMORE RENOVATION | 2018-10-03 | $4,290 | $578 | SL | 39.000000000000 | $110 | $0 | $110 | |
| FILLMORE RENOVATION | 2018-10-04 | $108,396 | $14,590 | SL | 39.000000000000 | $2,779 | $0 | $2,779 | |
| FILLMORE RENOVATION | 2018-10-05 | $2,352 | $315 | SL | 39.000000000000 | $60 | $0 | $60 | |
| FILLMORE RENOVATION | 2018-10-17 | $1,000 | $134 | SL | 39.000000000000 | $26 | $0 | $26 | |
| FILLMORE RENOVATION | 2018-10-22 | $17,001 | $2,253 | SL | 39.000000000000 | $436 | $0 | $436 | |
| FILLMORE RENOVATION | 2018-10-31 | $6,273 | $832 | SL | 39.000000000000 | $161 | $0 | $161 | |
| FILLMORE RENOVATION | 2018-11-01 | $8,058 | $1,069 | SL | 39.000000000000 | $207 | $0 | $207 | |
| FILLMORE RENOVATION | 2018-11-08 | $117,885 | $15,619 | SL | 39.000000000000 | $3,023 | $0 | $3,023 | |
| FILLMORE RENOVATION | 2018-11-08 | $2,285 | $305 | SL | 39.000000000000 | $59 | $0 | $59 | |
| FILLMORE RENOVATION | 2018-11-13 | $2,168 | $289 | SL | 39.000000000000 | $56 | $0 | $56 | |
| FILLMORE RENOVATION | 2018-11-26 | $3,070 | $402 | SL | 39.000000000000 | $79 | $0 | $79 | |
| FILLMORE RENOVATION | 2018-11-30 | $10,199 | $1,332 | SL | 39.000000000000 | $262 | $0 | $262 | |
| FILLMORE RENOVATION | 2018-12-04 | $4,965 | $646 | SL | 39.000000000000 | $127 | $0 | $127 | |
| FILLMORE RENOVATION | 2018-12-05 | $4,903 | $640 | SL | 39.000000000000 | $126 | $0 | $126 | |
| FILLMORE RENOVATION | 2018-12-19 | $132,531 | $16,990 | SL | 39.000000000000 | $3,398 | $0 | $3,398 | |
| FILLMORE RENOVATION | 2018-12-20 | $9,348 | $1,200 | SL | 39.000000000000 | $240 | $0 | $240 | |
| FILLMORE RENOVATION | 2018-12-21 | $6,966 | $895 | SL | 39.000000000000 | $179 | $0 | $179 | |
| Dance floor - Fillmore | 2018-02-21 | $1,705 | $1,423 | SL | 7.000000000000 | $244 | $0 | $244 | |
| Office furniture - Fillmore | 2018-05-24 | $1,007 | $804 | SL | 7.000000000000 | $144 | $0 | $144 | |
| App- Hatch | 2018-08-01 | $45,000 | $45,000 | SL | 3.000000000000 | $0 | $0 | $0 | |
| HP Elite computer | 2018-09-28 | $1,754 | $1,754 | SL | 3.000000000000 | $0 | $0 | $0 | |
| FILLMORE RENOVATION | 2019-01-31 | $8,354 | $1,052 | SL | 39.000000000000 | $214 | $0 | $214 | |
| FILLMORE RENOVATION | 2019-02-28 | $8,403 | $1,040 | SL | 39.000000000000 | $215 | $0 | $215 | |
| FILLMORE RENOVATION | 2019-03-31 | $6,238 | $760 | SL | 39.000000000000 | $160 | $0 | $160 | |
| FILLMORE RENOVATION | 2019-09-03 | $6,270 | $698 | SL | 39.000000000000 | $161 | $0 | $161 | |
| FILLMORE RENOVATION | 2019-03-04 | $2,310 | $285 | SL | 39.000000000000 | $59 | $0 | $59 | |
| FILLMORE RENOVATION | 2019-08-01 | $6,270 | $711 | SL | 39.000000000000 | $161 | $0 | $161 | |
| FILLMORE RENOVATION | 2019-07-01 | $6,380 | $738 | SL | 39.000000000000 | $164 | $0 | $164 | |
| FILLMORE RENOVATION | 2019-05-02 | $2,970 | $355 | SL | 39.000000000000 | $76 | $0 | $76 | |
| FILLMORE RENOVATION | 2019-06-04 | $6,050 | $710 | SL | 39.000000000000 | $155 | $0 | $155 | |
| FILLMORE RENOVATION | 2019-12-01 | $3,190 | $335 | SL | 39.000000000000 | $82 | $0 | $82 | |
| FILLMORE RENOVATION | 2019-11-01 | $4,180 | $446 | SL | 39.000000000000 | $107 | $0 | $107 | |
| FILLMORE RENOVATION | 2019-10-01 | $4,180 | $455 | SL | 39.000000000000 | $107 | $0 | $107 | |
| FILLMORE RENOVATION | 2019-02-18 | $17,086 | $2,117 | SL | 39.000000000000 | $438 | $0 | $438 | |
| FILLMORE RENOVATION | 2019-02-28 | $39,865 | $4,940 | SL | 39.000000000000 | $1,022 | $0 | $1,022 | |
| FILLMORE RENOVATION | 2019-06-27 | $12,102 | $1,395 | SL | 39.000000000000 | $310 | $0 | $310 | |
| FILLMORE RENOVATION | 2019-08-02 | $44,179 | $5,004 | SL | 39.000000000000 | $1,133 | $0 | $1,133 | |
| FILLMORE RENOVATION | 2019-08-02 | $72,409 | $8,202 | SL | 39.000000000000 | $1,857 | $0 | $1,857 | |
| FILLMORE RENOVATION | 2019-10-01 | $13,581 | $1,479 | SL | 39.000000000000 | $348 | $0 | $348 | |
| FILLMORE RENOVATION | 2019-11-07 | $113,881 | $12,167 | SL | 39.000000000000 | $2,920 | $0 | $2,920 | |
| FILLMORE RENOVATION | 2019-01-10 | $100,223 | $12,850 | SL | 39.000000000000 | $2,570 | $0 | $2,570 | |
| FILLMORE RENOVATION | 2019-01-18 | $160,323 | $20,212 | SL | 39.000000000000 | $4,111 | $0 | $4,111 | |
| FILLMORE RENOVATION | 2019-05-02 | $2,399 | $289 | SL | 39.000000000000 | $62 | $0 | $62 | |
| FILLMORE RENOVATION | 2019-02-01 | $4,785 | $604 | SL | 39.000000000000 | $123 | $0 | $123 | |
| Furnish 17 custom metal light fixture, Project request#4 | 2019-10-10 | $39,605 | $24,046 | SL | 7.000000000000 | $5,658 | $0 | $5,658 | |
| Light fixture | 2019-07-10 | $20,982 | $13,487 | SL | 7.000000000000 | $2,997 | $0 | $2,997 | |
| Lighting Fixture | 2019-07-19 | $18,559 | $11,709 | SL | 7.000000000000 | $2,651 | $0 | $2,651 | |
| Project 21806 | 2019-07-31 | $3,887 | $442 | SL | 39.000000000000 | $100 | $0 | $100 | |
| Project 21806 | 2019-06-30 | $9,124 | $1,053 | SL | 39.000000000000 | $234 | $0 | $234 | |
| Project 21806 | 2019-09-30 | $2,654 | $289 | SL | 39.000000000000 | $68 | $0 | $68 | |
| Project 21806 | 2019-08-31 | $3,846 | $429 | SL | 39.000000000000 | $99 | $0 | $99 | |
| Project 21806 | 2019-07-18 | $16,632 | $1,882 | SL | 39.000000000000 | $426 | $0 | $426 | |
| Project 21806 | 2019-10-21 | $39,643 | $4,233 | SL | 39.000000000000 | $1,016 | $0 | $1,016 | |
| Project 21806 | 2019-05-02 | $30,249 | $3,621 | SL | 39.000000000000 | $776 | $0 | $776 | |
| Project 15-032D-DC | 2019-01-30 | $2,421 | $305 | SL | 39.000000000000 | $62 | $0 | $62 | |
| Project 15-032D-DC | 2019-02-21 | $2,873 | $357 | SL | 39.000000000000 | $74 | $0 | $74 | |
| Project 15-032D-DC | 2019-03-18 | $2,466 | $299 | SL | 39.000000000000 | $63 | $0 | $63 | |
| Project 15-032D-DC | 2019-03-18 | $1,343 | $162 | SL | 39.000000000000 | $34 | $0 | $34 | |
| Project 15-032D-DC | 2019-05-14 | $1,055 | $126 | SL | 39.000000000000 | $27 | $0 | $27 | |
| Project 15-032D-DC | 2019-10-09 | $3,035 | $331 | SL | 39.000000000000 | $78 | $0 | $78 | |
| Project 15-032D-DC | 2019-10-24 | $1,450 | $154 | SL | 39.000000000000 | $37 | $0 | $37 | |
| Hatch Technologies | 2019-04-16 | $7,500 | $7,500 | SL | 3.000000000000 | $0 | $0 | $0 | |
| Hatch Technologies | 2019-04-22 | $3,000 | $3,000 | SL | 3.000000000000 | $0 | $0 | $0 | |
| Fillmore Renovation | 2020-01-02 | $3,355 | $344 | SL | 39.000000000000 | $86 | $0 | $86 | |
| Fillmore Renovation | 2020-02-04 | $119,055 | $11,957 | SL | 39.000000000000 | $3,053 | $0 | $3,053 | |
| Fillmore Renovation | 2020-03-06 | $1,925 | $188 | SL | 39.000000000000 | $49 | $0 | $49 | |
| Fillmore Renovation | 2020-03-20 | $52,150 | $5,014 | SL | 39.000000000000 | $1,337 | $0 | $1,337 | |
| Fillmore Renovation | 2020-05-04 | $4,400 | $414 | SL | 39.000000000000 | $113 | $0 | $113 | |
| Fillmore Renovation | 2020-05-18 | $3,531 | $326 | SL | 39.000000000000 | $91 | $0 | $91 | |
| Fillmore Renovation | 2020-05-27 | $14,869 | $1,365 | SL | 39.000000000000 | $381 | $0 | $381 | |
| Fillmore Renovation | 2020-05-29 | $1,590 | $147 | SL | 39.000000000000 | $41 | $0 | $41 | |
| Fillmore Renovation | 2020-06-02 | $469 | $43 | SL | 39.000000000000 | $12 | $0 | $12 | |
| Fillmore Renovation | 2020-06-05 | $1,705 | $158 | SL | 39.000000000000 | $44 | $0 | $44 | |
| Fillmore Renovation | 2020-06-19 | $1,065 | $95 | SL | 39.000000000000 | $27 | $0 | $27 | |
| Fillmore Renovation | 2020-07-01 | $35,002 | $3,140 | SL | 39.000000000000 | $897 | $0 | $897 | |
| Fillmore Renovation | 2020-08-04 | $2,063 | $181 | SL | 39.000000000000 | $53 | $0 | $53 | |
| Fillmore Renovation | 2020-09-01 | $3,190 | $273 | SL | 39.000000000000 | $82 | $0 | $82 | |
| Fillmore Renovation | 2020-09-30 | $1,432 | $120 | SL | 39.000000000000 | $37 | $0 | $37 | |
| Fillmore Renovation | 2020-10-15 | $5,112 | $426 | SL | 39.000000000000 | $131 | $0 | $131 | |
| Fillmore Renovation | 2020-12-03 | $1,100 | $86 | SL | 39.000000000000 | $28 | $0 | $28 | |
| Fillmore RENOVATION: tot lot | 2021-11-01 | $20,319 | $1,129 | SL | 39.000000000000 | $521 | $0 | $521 | |
| Manufacturing new swing gate | 2022-11-16 | $4,310 | $170 | SL | 27.500000000000 | $157 | $0 | $157 | |
| FORM Garden Design + Landscape Architecture | 2022-12-09 | $5,719 | $225 | SL | 27.500000000000 | $208 | $0 | $208 | |
| Fillmore Renovation | 2023-02-14 | $5,370 | $126 | SL | 39.000000000000 | $138 | $0 | $138 | |
| Fillmore Renovation | 2023-02-21 | $5,470 | $117 | SL | 39.000000000000 | $140 | $0 | $140 | |
| 1816 Jefferson Place Building | 2018-07-20 | $2,307,674 | $463,276 | SL | 27.500000000000 | $83,915 | $0 | $83,915 | |
| 1816 Jefferson Place Land | 2018-07-20 | $3,652,562 | L | $0 | $0 | $0 | |||
| 1816 Jefferson furniture | 2019-08-15 | $1,231 | $528 | SL | 7.000000000000 | $176 | $0 | $176 | |
| 1816 Jefferson improvements-2019 | 2019-12-05 | $90,049 | $13,236 | SL | 27.500000000000 | $3,275 | $0 | $3,275 | |
| 1816 Jefferson Place-AV Equipment-2019 | 2019-12-06 | $80,440 | $34,473 | SL | 7.000000000000 | $11,491 | $0 | $11,491 | |
| 1816 Jefferson Place-Elevator-2019 | 2019-12-12 | $5,362 | $1,274 | SL | 15.000000000000 | $357 | $0 | $357 | |
| 1816 Jefferson Place-Elevator Improvement-2020 | 2020-02-06 | $5,362 | $1,071 | SL | 15.000000000000 | $357 | $0 | $357 | |
| 1816 Jefferson Place-General Contractor | 2020-02-20 | $50,621 | $10,125 | SL | 15.000000000000 | $3,375 | $0 | $3,375 | |
| 1816 Jefferson Security System-2020 | 2020-10-30 | $3,090 | $1,323 | SL | 7.000000000000 | $441 | $0 | $441 | |
| 1816 Jefferson-Furniture 2020 | 2020-01-31 | $17,534 | $7,515 | SL | 7.000000000000 | $2,505 | $0 | $2,505 | |
| 1816 Jefferson Furniture QWRK-2020 | 2020-02-29 | $11,595 | $4,968 | SL | 7.000000000000 | $1,656 | $0 | $1,656 | |
| 1816 Jefferson Datawatch system | 2021-12-15 | $3,674 | $1,531 | SL | 5.000000000000 | $735 | $0 | $735 | |
| 1816 Jefferson Post Footings | 2023-01-23 | $3,400 | $113 | SL | 27.500000000000 | $124 | $0 | $124 | |
| Spring Grove (Building) | 2017-09-12 | $874,217 | $200,012 | SL | 27.500000000000 | $31,790 | $0 | $31,790 | |
| Spring Grove Land | 2017-09-12 | $887,606 | L | $0 | $0 | $0 | |||
| Spring Grove Furniture-2017 | 2017-09-12 | $19,000 | $14,675 | SL | 7.000000000000 | $2,714 | $0 | $2,714 | |
| Spring Grove Furniture-2017 | 2017-09-27 | $5,558 | $4,293 | SL | 7.000000000000 | $794 | $0 | $794 | |
| Spring Grove Clock-2018 | 2018-02-23 | $6,573 | $2,817 | SL | 7.000000000000 | $939 | $0 | $939 | |
| Spring Grove Chandelier-2018 | 2018-03-01 | $19,680 | $8,433 | SL | 7.000000000000 | $2,811 | $0 | $2,811 | |
| Spring Grove Chimney-2018 | 2018-07-03 | $4,900 | $972 | SL | 27.500000000000 | $178 | $0 | $178 | |
| Spring Grove Furniture-2018 | 2018-11-15 | $9,554 | $4,095 | SL | 7.000000000000 | $1,365 | $0 | $1,365 | |
| Spring Grove Chimney-2019 | 2019-09-08 | $10,500 | $1,539 | SL | 27.500000000000 | $382 | $0 | $382 | |
| Spring Grove Renovation-2020 | 2020-10-30 | $8,950 | $1,791 | SL | 15.000000000000 | $597 | $0 | $597 | |
| Spring Grove Brick Installation-2020 | 2020-10-20 | $1,801 | $360 | SL | 15.000000000000 | $120 | $0 | $120 | |
| Spring Grove Masonry Restoration | 2021-08-27 | $5,375 | $835 | SL | 15.000000000000 | $358 | $0 | $358 | |
| Spring Grove Masonry Restoration | 2021-10-18 | $2,735 | $394 | SL | 15.000000000000 | $182 | $0 | $182 | |
| Collections | 2022-03-01 | $11,772 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| Collections | 2023-07-12 | $13,180 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| Copper Roof & Repairs | 2022-04-22 | $8,994 | $385 | SL | 39.000000000000 | $231 | $0 | $231 | |
| Post and concrete slab | 2022-12-15 | $5,500 | $217 | SL | 27.500000000000 | $200 | $0 | $200 | |
| Bathroom curtains and flammable storage cabinet - Fillmore | 2024-03-05 | $2,428 | SL | 7.000000000000 | $289 | $0 | $289 | ||
| Laptop | 2024-02-05 | $1,887 | SL | 5.000000000000 | $346 | $0 | $346 | ||
| Monitors | 2024-03-05 | $427 | SL | 5.000000000000 | $71 | $0 | $71 | ||
| Printers | 2024-04-01 | $169 | SL | 5.000000000000 | $25 | $0 | $25 | ||
| Monitor and other peripherals | 2024-05-06 | $1,107 | SL | 5.000000000000 | $148 | $0 | $148 | ||
| Chair for 3rd Floor | 2024-06-03 | $1,148 | SL | 7.000000000000 | $96 | $0 | $96 | ||
| Foundation HQ - Purchase of small piece of art | 2024-07-19 | $200 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| Evermay - land | 2024-08-01 | $10,568,127 | L | $0 | $0 | $0 | |||
| Evermay - building | 2024-08-01 | $27,167,066 | SL | 39.000000000000 | $290,246 | $0 | $290,246 | ||
| Evermay - improvements | 2024-08-01 | $25,937 | SL | 39.000000000000 | $277 | $0 | $277 | ||
| Evermay - expansion | 2024-08-01 | $553,335 | SL | 39.000000000000 | $5,912 | $0 | $5,912 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Ownership of controlled entities | IdentifierTxt |
| Form And Line Reference | 990-PF, Page 5, Part VI-A, Line 11 | FormAndLineReferenceDesc |
| Medium Explanation | 1816 Jefferson Place, LLC84-45089791623 28th St NWWashington, DC 2000719370 Spring Grove, LLC52-22844781623 28th St NWWashington, DC 20007S&R Evermay52-22844781623 28th St NWWashington, DC 20007 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $14,242,193 | EOYBookValueAmt |
| EOYFMV | $14,242,193 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $33,403,611 | EOYBookValueAmt |
| EOYFMV | $33,403,611 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Cash and sweep funds | FMV | $969,106 | $969,106 |
| Alternative Assets | FMV | $2,798,148 | $2,798,148 |
| Misfit Foods | FMV | $160,333 | $160,333 |
| Hatch Technologies | FMV | $115,649 | $115,649 |
| Localized, Inc. | FMV | $106,847 | $106,847 |
| MiCAN Technology | FMV | $46,128 | $46,128 |
| Artlogue Inc | FMV | $46,473 | $46,473 |
| Solstice Initiative Inc | FMV | $250,000 | $250,000 |
| Saka No Tochu | FMV | $466,437 | $466,437 |
| Sustain VC Impact Fund | FMV | $660,146 | $660,146 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (216 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| WEBSITE | $28,800 | $28,800 | $0 | $0 |
| LIGHTING | $5,088 | $5,088 | $0 | $0 |
| COMPUTER FOR KATE | $1,858 | $1,858 | $0 | $0 |
| COMPUTER FOR MAKI AND LEO | $3,714 | $3,714 | $0 | $0 |
| LAPTOP FOR KANAKO SAEKI | $1,772 | $1,772 | $0 | $0 |
| COMPUTER SHOWCASE | $1,693 | $1,693 | $0 | $0 |
| MICROPHONE | $1,336 | $1,336 | $0 | $0 |
| OFFICE FURNITURE | $84,460 | $84,460 | $0 | $0 |
| FURNITURE FOR UPSTAIRS OFFICES | $12,683 | $12,683 | $0 | $0 |
| DESK FOR KYOTO UNIVERSITY INTERNS | $448 | $448 | $0 | $0 |
| FILLMORE BUILDING | $4,524,372 | $1,111,762 | $3,412,610 | $3,412,610 |
| FILLMORE_CARPET | $3,800 | $1,288 | $2,512 | $2,512 |
| FILLMORE LAND | $12,001,208 | $0 | $12,001,208 | $12,001,208 |
| TECH_COMPUTERS | $500 | $500 | $0 | $0 |
| TECH_FURNITURE | $7,295 | $7,295 | $0 | $0 |
| RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE | $3,368 | $976 | $2,392 | $2,392 |
| PROFESSIONAL SERVICES FOR JUNE | $21,314 | $6,200 | $15,114 | $15,114 |
| INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 | $5,000 | $1,456 | $3,544 | $3,544 |
| FILLMORE PROJECT | $54,501 | $15,856 | $38,645 | $38,645 |
| GEOTECHNICAL ENGINEERING | $4,000 | $1,160 | $2,840 | $2,840 |
| BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS | $8,956 | $2,608 | $6,348 | $6,348 |
| FILLMORE RENOVATION - AUGUST | $22,558 | $6,560 | $15,998 | $15,998 |
| GEOTECHNICAL ENGINEERING INVESTIGATION | $13,681 | $3,976 | $9,705 | $9,705 |
| LANDSCAPE DESIGN FOR FILLMORE | $15,483 | $4,504 | $10,979 | $10,979 |
| LANDSCAPE DESIGN FOR FILLMORE | $4,652 | $1,352 | $3,300 | $3,300 |
| SCHEMATIC DESIGN | $18,897 | $5,496 | $13,401 | $13,401 |
| ARCHITECT SERVICES FOR SEPTEMBER | $60,071 | $17,472 | $42,599 | $42,599 |
| FILLMORE PERMIT PROCESSING | $1,363 | $400 | $963 | $963 |
| LANDSCAPE ARCHITECT SERVICE | $17,770 | $5,168 | $12,602 | $12,602 |
| GEOTECHNICAL ENGENEERING INVESTIGATION | $176 | $48 | $128 | $128 |
| ARCHITECT FEES FOR OCTOBER | $29,225 | $8,504 | $20,721 | $20,721 |
| DESIGNI DEVELOPMENT | $5,305 | $1,544 | $3,761 | $3,761 |
| SERVICES AS PER NOVE 27 2016 | $23,708 | $6,896 | $16,812 | $16,812 |
| DESIGN DEVELOPMENT | $2,126 | $616 | $1,510 | $1,510 |
| ARCHITECT FEES FOR DECEMBER | $92,772 | $26,992 | $65,780 | $65,780 |
| COMPUTER FOR EA | $1,799 | $1,799 | $0 | $0 |
| COMPUTER FOR INCUBATOR | $2,380 | $2,380 | $0 | $0 |
| COMPUTER FOR ALEX | $1,884 | $1,884 | $0 | $0 |
| FRIDGE AND MICROWAVE | $666 | $666 | $0 | $0 |
| LAPTOPS | $4,407 | $4,407 | $0 | $0 |
| COMPUTER FOR MOLLY | $2,155 | $2,155 | $0 | $0 |
| COMPUTER FOR NICOLE | $1,565 | $1,565 | $0 | $0 |
| LAPTOP FOR DALE | $2,093 | $2,093 | $0 | $0 |
| EVENT EQUIPMENT - GLASSWARE | $2,972 | $2,972 | $0 | $0 |
| EVENT EQUIPMENT - TABLES | $3,077 | $3,077 | $0 | $0 |
| EVENT EQUIPMENT - DISHWASHER | $3,169 | $3,169 | $0 | $0 |
| EVENT EQUIPMENT - REFRIGERATOR | $1,299 | $1,299 | $0 | $0 |
| EVENT EQUIPMENT - TABLECLOTHS | $1,249 | $1,249 | $0 | $0 |
| EVENT EQUIPMENT - DISHWASHER RACKS | $592 | $592 | $0 | $0 |
| EVENT EQUIPMENT - MUSIC STAND | $256 | $256 | $0 | $0 |
| INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE | $20,878 | $3,879 | $16,999 | $16,999 |
| 2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM | $20,878 | $3,834 | $17,044 | $17,044 |
| ARCHITECT FEES FOR JANUARY | $58,373 | $11,851 | $46,522 | $46,522 |
| DESIGN DEVELOPMENT | $1,383 | $280 | $1,103 | $1,103 |
| TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE | $8,510 | $1,690 | $6,820 | $6,820 |
| DEPOSIT TO ORDER WINDOWS | $150,000 | $30,127 | $119,873 | $119,873 |
| FILLMORE RENOVATION | $225,000 | $45,191 | $179,809 | $179,809 |
| FILLMORE RENOVATION | $265,563 | $52,770 | $212,793 | $212,793 |
| FILLMORE RENOVATION | $288,409 | $56,695 | $231,714 | $231,714 |
| FILLMORE RENOVATION | $375,430 | $72,195 | $303,235 | $303,235 |
| FILLMORE RENOVATION | $251,078 | $48,821 | $202,257 | $202,257 |
| FILLMORE RENOVATION | $405,555 | $77,992 | $327,563 | $327,563 |
| FILLMORE RENOVATION | $426,403 | $80,175 | $346,228 | $346,228 |
| FILLMORE RENOVATION | $558,848 | $103,885 | $454,963 | $454,963 |
| FILLMORE RENOVATION | $415,110 | $76,282 | $338,828 | $338,828 |
| FILLMORE RENOVATION | $96,842 | $17,588 | $79,254 | $79,254 |
| FOUNDATION DESIGN SUPPORT AT FILLMORE | $235 | $48 | $187 | $187 |
| PROJECT START-UP | $2,500 | $507 | $1,993 | $1,993 |
| FILLMORE RENOVATION | $51,355 | $10,316 | $41,039 | $41,039 |
| FILLMORE RENOVATION | $33,807 | $6,719 | $27,088 | $27,088 |
| FILLMORE RENOVATION | $48,187 | $9,476 | $38,711 | $38,711 |
| FILLMORE RENOVATION | $75,926 | $14,765 | $61,161 | $61,161 |
| FILLMORE RENOVATION | $50,123 | $9,638 | $40,485 | $40,485 |
| FILLMORE RENOVATION | $46,318 | $8,811 | $37,507 | $37,507 |
| FILLMORE RENOVATION | $118,902 | $22,359 | $96,543 | $96,543 |
| FILLMORE RENOVATION | $52,101 | $9,686 | $42,415 | $42,415 |
| FILLMORE RENOVATION | $37,508 | $6,894 | $30,614 | $30,614 |
| FILLMORE RENOVATION | $22,367 | $4,066 | $18,301 | $18,301 |
| FILLMORE RENOVATION | $59,431 | $10,668 | $48,763 | $48,763 |
| FILLMORE RENOVATION | $20,803 | $3,731 | $17,072 | $17,072 |
| FILLMORE RENOVATION | $11,167 | $1,978 | $9,189 | $9,189 |
| FILLMORE RENOVATION | $9,639 | $1,709 | $7,930 | $7,930 |
| FILLMORE RENOVATION | $2,512 | $432 | $2,080 | $2,080 |
| FILLMORE RENOVATION | $13,245 | $2,266 | $10,979 | $10,979 |
| FILLMORE RENOVATION | $4,613 | $787 | $3,826 | $3,826 |
| FILLMORE RENOVATION | $12,169 | $2,080 | $10,089 | $10,089 |
| FILLMORE RENOVATION | $10,710 | $1,833 | $8,877 | $8,877 |
| FILLMORE RENOVATION | $11,950 | $2,015 | $9,935 | $9,935 |
| FILLMORE RENOVATION | $6,513 | $1,099 | $5,414 | $5,414 |
| FILLMORE RENOVATION | $12,441 | $2,074 | $10,367 | $10,367 |
| FILLMORE RENOVATION | $873 | $141 | $732 | $732 |
| FILLMORE RENOVATION | $13,264 | $2,182 | $11,082 | $11,082 |
| FILLMORE RENOVATION | $5,380 | $874 | $4,506 | $4,506 |
| FILLMORE RENOVATION | $10,502 | $1,704 | $8,798 | $8,798 |
| FILLMORE RENOVATION | $55,528 | $9,019 | $46,509 | $46,509 |
| FILLMORE RENOVATION | $22,351 | $3,629 | $18,722 | $18,722 |
| FILLMORE RENOVATION | $9,735 | $1,583 | $8,152 | $8,152 |
| FILLMORE RENOVATION | $792 | $127 | $665 | $665 |
| FILLMORE RENOVATION | $16,703 | $2,711 | $13,992 | $13,992 |
| FILLMORE RENOVATION | $5,941 | $963 | $4,978 | $4,978 |
| FILLMORE RENOVATION | $53,948 | $8,644 | $45,304 | $45,304 |
| FILLMORE RENOVATION | $7,896 | $1,263 | $6,633 | $6,633 |
| FILLMORE RENOVATION | $500 | $81 | $419 | $419 |
| FILLMORE RENOVATION | $4,290 | $688 | $3,602 | $3,602 |
| FILLMORE RENOVATION | $108,396 | $17,369 | $91,027 | $91,027 |
| FILLMORE RENOVATION | $2,352 | $375 | $1,977 | $1,977 |
| FILLMORE RENOVATION | $1,000 | $160 | $840 | $840 |
| FILLMORE RENOVATION | $17,001 | $2,689 | $14,312 | $14,312 |
| FILLMORE RENOVATION | $6,273 | $993 | $5,280 | $5,280 |
| FILLMORE RENOVATION | $8,058 | $1,276 | $6,782 | $6,782 |
| FILLMORE RENOVATION | $117,885 | $18,642 | $99,243 | $99,243 |
| FILLMORE RENOVATION | $2,285 | $364 | $1,921 | $1,921 |
| FILLMORE RENOVATION | $2,168 | $345 | $1,823 | $1,823 |
| FILLMORE RENOVATION | $3,070 | $481 | $2,589 | $2,589 |
| FILLMORE RENOVATION | $10,199 | $1,594 | $8,605 | $8,605 |
| FILLMORE RENOVATION | $4,965 | $773 | $4,192 | $4,192 |
| FILLMORE RENOVATION | $4,903 | $766 | $4,137 | $4,137 |
| FILLMORE RENOVATION | $132,531 | $20,388 | $112,143 | $112,143 |
| FILLMORE RENOVATION | $9,348 | $1,440 | $7,908 | $7,908 |
| FILLMORE RENOVATION | $6,966 | $1,074 | $5,892 | $5,892 |
| Dance floor - Fillmore | $1,705 | $1,667 | $38 | $38 |
| Office furniture - Fillmore | $1,007 | $948 | $59 | $59 |
| App- Hatch | $45,000 | $45,000 | $0 | $0 |
| HP Elite computer | $1,754 | $1,754 | $0 | $0 |
| FILLMORE RENOVATION | $8,354 | $1,266 | $7,088 | $7,088 |
| FILLMORE RENOVATION | $8,403 | $1,255 | $7,148 | $7,148 |
| FILLMORE RENOVATION | $6,238 | $920 | $5,318 | $5,318 |
| FILLMORE RENOVATION | $6,270 | $859 | $5,411 | $5,411 |
| FILLMORE RENOVATION | $2,310 | $344 | $1,966 | $1,966 |
| FILLMORE RENOVATION | $6,270 | $872 | $5,398 | $5,398 |
| FILLMORE RENOVATION | $6,380 | $902 | $5,478 | $5,478 |
| FILLMORE RENOVATION | $2,970 | $431 | $2,539 | $2,539 |
| FILLMORE RENOVATION | $6,050 | $865 | $5,185 | $5,185 |
| FILLMORE RENOVATION | $3,190 | $417 | $2,773 | $2,773 |
| FILLMORE RENOVATION | $4,180 | $553 | $3,627 | $3,627 |
| FILLMORE RENOVATION | $4,180 | $562 | $3,618 | $3,618 |
| FILLMORE RENOVATION | $17,086 | $2,555 | $14,531 | $14,531 |
| FILLMORE RENOVATION | $39,865 | $5,962 | $33,903 | $33,903 |
| FILLMORE RENOVATION | $12,102 | $1,705 | $10,397 | $10,397 |
| FILLMORE RENOVATION | $44,179 | $6,137 | $38,042 | $38,042 |
| FILLMORE RENOVATION | $72,409 | $10,059 | $62,350 | $62,350 |
| FILLMORE RENOVATION | $13,581 | $1,827 | $11,754 | $11,754 |
| FILLMORE RENOVATION | $113,881 | $15,087 | $98,794 | $98,794 |
| FILLMORE RENOVATION | $100,223 | $15,420 | $84,803 | $84,803 |
| FILLMORE RENOVATION | $160,323 | $24,323 | $136,000 | $136,000 |
| FILLMORE RENOVATION | $2,399 | $351 | $2,048 | $2,048 |
| FILLMORE RENOVATION | $4,785 | $727 | $4,058 | $4,058 |
| Furnish 17 custom metal light fixture, Project request#4 | $39,605 | $29,704 | $9,901 | $9,901 |
| Light fixture | $20,982 | $16,484 | $4,498 | $4,498 |
| Lighting Fixture | $18,559 | $14,360 | $4,199 | $4,199 |
| Project 21806 | $3,887 | $542 | $3,345 | $3,345 |
| Project 21806 | $9,124 | $1,287 | $7,837 | $7,837 |
| Project 21806 | $2,654 | $357 | $2,297 | $2,297 |
| Project 21806 | $3,846 | $528 | $3,318 | $3,318 |
| Project 21806 | $16,632 | $2,308 | $14,324 | $14,324 |
| Project 21806 | $39,643 | $5,249 | $34,394 | $34,394 |
| Project 21806 | $30,249 | $4,397 | $25,852 | $25,852 |
| Project 15-032D-DC | $2,421 | $367 | $2,054 | $2,054 |
| Project 15-032D-DC | $2,873 | $431 | $2,442 | $2,442 |
| Project 15-032D-DC | $2,466 | $362 | $2,104 | $2,104 |
| Project 15-032D-DC | $1,343 | $196 | $1,147 | $1,147 |
| Project 15-032D-DC | $1,055 | $153 | $902 | $902 |
| Project 15-032D-DC | $3,035 | $409 | $2,626 | $2,626 |
| Project 15-032D-DC | $1,450 | $191 | $1,259 | $1,259 |
| Hatch Technologies | $7,500 | $7,500 | $0 | $0 |
| Hatch Technologies | $3,000 | $3,000 | $0 | $0 |
| Fillmore Renovation | $3,355 | $430 | $2,925 | $2,925 |
| Fillmore Renovation | $119,055 | $15,010 | $104,045 | $104,045 |
| Fillmore Renovation | $1,925 | $237 | $1,688 | $1,688 |
| Fillmore Renovation | $52,150 | $6,351 | $45,799 | $45,799 |
| Fillmore Renovation | $4,400 | $527 | $3,873 | $3,873 |
| Fillmore Renovation | $3,531 | $417 | $3,114 | $3,114 |
| Fillmore Renovation | $14,869 | $1,746 | $13,123 | $13,123 |
| Fillmore Renovation | $1,590 | $188 | $1,402 | $1,402 |
| Fillmore Renovation | $469 | $55 | $414 | $414 |
| Fillmore Renovation | $1,705 | $202 | $1,503 | $1,503 |
| Fillmore Renovation | $1,065 | $122 | $943 | $943 |
| Fillmore Renovation | $35,002 | $4,037 | $30,965 | $30,965 |
| Fillmore Renovation | $2,063 | $234 | $1,829 | $1,829 |
| Fillmore Renovation | $3,190 | $355 | $2,835 | $2,835 |
| Fillmore Renovation | $1,432 | $157 | $1,275 | $1,275 |
| Fillmore Renovation | $5,112 | $557 | $4,555 | $4,555 |
| Fillmore Renovation | $1,100 | $114 | $986 | $986 |
| Fillmore RENOVATION: tot lot | $20,319 | $1,650 | $18,669 | $18,669 |
| Manufacturing new swing gate | $4,310 | $327 | $3,983 | $3,983 |
| FORM Garden Design + Landscape Architecture | $5,719 | $433 | $5,286 | $5,286 |
| Fillmore Renovation | $5,370 | $264 | $5,106 | $5,106 |
| Fillmore Renovation | $5,470 | $257 | $5,213 | $5,213 |
| 1816 Jefferson Place Building | $2,307,674 | $547,191 | $1,760,483 | $1,760,483 |
| 1816 Jefferson Place Land | $3,652,562 | $0 | $3,652,562 | $3,652,562 |
| 1816 Jefferson furniture | $1,231 | $704 | $527 | $527 |
| 1816 Jefferson improvements-2019 | $90,049 | $16,511 | $73,538 | $73,538 |
| 1816 Jefferson Place-AV Equipment-2019 | $80,440 | $45,964 | $34,476 | $34,476 |
| 1816 Jefferson Place-Elevator-2019 | $5,362 | $1,631 | $3,731 | $3,731 |
| 1816 Jefferson Place-Elevator Improvement-2020 | $5,362 | $1,428 | $3,934 | $3,934 |
| 1816 Jefferson Place-General Contractor | $50,621 | $13,500 | $37,121 | $37,121 |
| 1816 Jefferson Security System-2020 | $3,090 | $1,764 | $1,326 | $1,326 |
| 1816 Jefferson-Furniture 2020 | $17,534 | $10,020 | $7,514 | $7,514 |
| 1816 Jefferson Furniture QWRK-2020 | $11,595 | $6,624 | $4,971 | $4,971 |
| 1816 Jefferson Datawatch system | $3,674 | $2,266 | $1,408 | $1,408 |
| 1816 Jefferson Post Footings | $3,400 | $237 | $3,163 | $3,163 |
| Collections | $11,772 | $0 | $11,772 | $11,772 |
| Collections | $13,180 | $0 | $13,180 | $13,180 |
| Copper Roof & Repairs | $8,994 | $616 | $8,378 | $8,378 |
| Post and concrete slab | $5,500 | $417 | $5,083 | $5,083 |
| Bathroom curtains and flammable storage cabinet - Fillmore | $2,428 | $289 | $2,139 | $2,139 |
| Laptop | $1,887 | $346 | $1,541 | $1,541 |
| Monitors | $427 | $71 | $356 | $356 |
| Printers | $169 | $25 | $144 | $144 |
| Monitor and other peripherals | $1,107 | $148 | $959 | $959 |
| Chair for 3rd Floor | $1,148 | $96 | $1,052 | $1,052 |
| Foundation HQ - Purchase of small piece of art | $200 | $0 | $200 | $200 |
| Evermay - land | $10,568,127 | $0 | $10,568,127 | $10,568,127 |
| Evermay - building | $27,167,066 | $290,246 | $26,876,820 | $26,876,820 |
| Evermay - improvements | $25,937 | $277 | $25,660 | $25,660 |
| Evermay - expansion | $553,335 | $5,912 | $547,423 | $547,423 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $38,087 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank fees | $8,357 | $0 | $0 | $0 |
| Events | $192,945 | $0 | $0 | $155,686 |
| Insurance | $78,495 | $0 | $0 | $0 |
| Licenses and fees | $17,448 | $0 | $0 | $0 |
| Office expenses | $32,117 | $0 | $0 | $0 |
| Website & IT costs | $31,770 | $0 | $0 | $0 |
| Advertising | $4,155 | $0 | $0 | $4,030 |
| Music and Instruments | $1,360 | $0 | $0 | $930 |
| Gifts and Contributions | $1,565 | $0 | $0 | $1,565 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Interest on note receivable | $70,292 | $70,292 | $70,292 |
| Investment distributions | $43,548 | $43,548 | $43,548 |
| Passthrough income | -$30,238 | -$30,238 | -$30,238 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $1,148,876 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| BOY Book Value | $19,670 | BOYBookValueAmt |
| EOY Book Value | $19,670 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting | $352,346 | $0 | $0 | $46,563 |
| Investment fees | $191,298 | $191,298 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Property Tax | $219,706 | $0 | $0 | $0 |
| Federal Excise Tax | $28,513 | $0 | $0 | $0 |
| Foreign Tax Withheld | $4,276 | $4,276 | $0 | $0 |