JOHN AND JANICE WYATT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JANICE WYATT FOUNDATION (EIN 83-1736618)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-02-24
- IRS object ID
- 202130559349100708
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-24T12:30:40-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 RESEARCH BOULEVARD 300 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831736618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JANICE WYATT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MATTHEW PETERSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7036272930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N LOUDOUN STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226010000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WYATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7036272930 | PhoneNum |
| Signature | 2021-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | WYATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 3019796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $893,445 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $287,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $728,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $287,364 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,008 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,758 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,758 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $44,521 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $44,521 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,492 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,492 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,288 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,144 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,144 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,131 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,765 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,880 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,880 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,103 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,103 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,665 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $223,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $218,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,253 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,253 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $410,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $294,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,637 | CashBOYAmt |
| Cash EOY | $35,100 | CashEOYAmt |
| Cash EOYFMV | $35,100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,820 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $784,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $848,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $848,525 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $927,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $893,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $893,445 | 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 | $927,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $893,445 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $927,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $893,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $893,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $927,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,364 | OtherIncreasesAmt |
| Subtotal | $893,445 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $893,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BANK OF AMERICA INVESTMENTS | $727,413 | $441,180 | $286,233 | $286,233 | |
| CAPITAL GAINS DIVIDENDS | $1,131 | $1,131 | $1,131 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $287,364 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,097 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,097 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,097 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,021 | 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 | $6,021 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,924 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,924 | 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.J2WFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN WYATT | IndividualWithBooksNm |
| Phone | 7036272930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N LOUDOUN STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 226010000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN L WYATT | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JANICE HILMOE-WYATT | ||||||||
| 100 N LOUDOUN STREET | WINCHESTER | VA | 226010000 | VICE PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW T PETERSON | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $127,758 | CompensationAmt |
| Employee Benefits | $1,385 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $732,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $794,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $794,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $782,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,134 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,097 | TotalTaxAmt |
| Distributable Before Adj | $35,037 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,037 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,037 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,581 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,581 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $405,581 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,982 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,982 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $348,562 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $348,562 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $348,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $348,562 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MIDSHORE COMMUNITY FOUNDATION | ||||||
| 102 EAST DOVER ST | EASTON | MD | 21601 | PUBLIC CHARITY | COVID-19 RELIEF FUND | $10,000 |
| NEW BEGINNINGS | ||||||
| 522 GREENWOOD AVE | CAMBRIDGE | MD | 21613 | PUBLIC CHARITY | COVID-19 GRANT | $9,000 |
| EMPOWERMENT CENTER | ||||||
| 615 PINE STREET | CAMBRIDGE | MD | 21613 | PUBLIC CHARITY | COVID-19 GRANT | $21,000 |
| HARVESTING HOPE | ||||||
| 204 CEDAR ST SUITE 102 | CAMBRIDGE | MD | 21613 | PUBLIC CHARITY | COVID-19 GRANT | $10,000 |
| YHB PUBLIC ACCOUNTING FIRM | ||||||
| 50 SOUTH CAMERON ST | WINCHESTER | VA | 22601 | NONE | COVID-19 GRANT SUPPORT FOR PARTNER NON-PROFITS | $950 |
| BOWIE STATE UNIVERSITY | ||||||
| 14000 JERICHO PARK RD | BOWIE | MD | 20715 | PUBLIC CHARITY | SCHOLARSHIP CONTRIBUTION | $500 |
| NEW BEGINNINGS | ||||||
| 522 GREENWOOD AVE | CAMBRIDGE | MD | 21613 | PUBLIC CHARITY | SUMMER CAMP | $15,000 |
| EMPOWERMENT CENTER | ||||||
| 615 PINE STREET | CAMBRIDGE | MD | 21613 | PUBLIC CHARITY | SUMMER CAMP | $7,000 |
| WINCHESTER PUBLIC SCHOOLS | ||||||
| 12 NORTH WASHINGTON ST | WINCHESTER | VA | 22601 | PUBLIC CHARITY | COVID-19 RESPONSE (PRE-K MATERIALS) | $4,000 |
| COMMUNITY FOUNDATION OF NSV | ||||||
| 411 NORTH CAMERON ST | WINCHESTER | VA | 22601 | PUBLIC CHARITY | COVID-19 RELIEF FUND | $5,000 |
| THE KIDS CLUB | ||||||
| 2400 ROOSEVELT BLVD | WINCHESTER | VA | 22601 | PUBLIC CHARITY | COVID-19 GRANT | $10,000 |
| THE KIDS CLUB | ||||||
| 2400 ROOSEVELT BLVD | WINCHESTER | VA | 22601 | PUBLIC CHARITY | SUMMER CAMP | $10,000 |
| WINCHESTER PUBLIC SCHOOLS | ||||||
| 12 NORTH WASHINGTON ST | WINCHESTER | VA | 22601 | PUBLIC CHARITY | PRE-K VPI EXPANSION PROGRAM | $60,000 |
| WINCHESTER PUBLIC SCHOOLS | ||||||
| 12 NORTH WASHINGTON ST | WINCHESTER | VA | 22601 | PUBLIC CHARITY | INTERNET FOR ALL PROGRAM | $20,000 |
| DORCHESTER COUNTY IXL | ||||||
| DORCHESTER COUNTY | CAMBRIDGE | MD | 21613 | PUBLIC CHARITY | COMPUTERS AND COMPUTER PROGRAM SUBSCRIPTIONS | $4,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,253 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $287,364 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $300,008 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300,008 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,288 | Amt |
| Net Investment Income | $1,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,144 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE AND BARBOUR PC ACCOUNTING FIRM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH CAMERON ST | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-05-05 | GrantDt |
| Grant | $950 | GrantAmt |
| Purpose Of Grant | HELP NON PROFIT ORGANIZATIONS WITH COMPLETING CARES ACT GRANTS. NON PROFIT ORGANIZATIONS ARE HARVESTING HOPE, EMPOWERMENT CENTER, AND NEW BEGINNINGS. | PurposeOfGrantTxt |
| Expended By Grantee | $950 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05-05-2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-05-05 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA- FIXED INCOME | $176,124 | $176,124 |
| BANK OF AMERICA-EQUITES | $672,401 | $672,401 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $4,035 | $0 | $4,035 |
| OFFICE EXPENSE | $133 | $0 | $133 |
| TECHNOLOGY | $4,330 | $0 | $4,330 |
| PAYROLL FEES | $1,867 | $0 | $1,867 |
| MARKETING | $300 | $0 | $300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $76,364 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $3,765 | $0 | $3,765 |
| INVESTMENT FEES | $4,131 | $4,131 | $0 |