KIMSEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KIMSEY FOUNDATION (EIN 52-2007895)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349102014
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- 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 | 2021-11-15T09:57:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8219 LEESBURG PIKE SUITE 800 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | 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 | 522007895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMSEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMS | BusinessNameControlTxt |
| Phone | 2023671037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 16TH STREET NW NO 275 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL P KIMSEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2023671037 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | KIMSEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 522007895 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT HOTTLE | PreparerPersonNm |
| PTIN | P00632650 | PTIN |
| Phone | 7039238300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $24,477,419 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,171 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,171 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $163,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $845,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,262,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $845,388 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,880 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,015 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,044,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,040,385 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $319,151 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,307 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $303,844 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $154,673 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $154,673 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,876 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,438 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,885 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,443 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,442 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $132 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $132 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,468 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,803 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $312,668 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $312,668 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $444 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $444 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $118,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,673 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,093 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $940,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $843,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $749,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $749,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,690,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,593,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$646,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $957,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $217,346 | CashBOYAmt |
| Cash EOY | $366,429 | CashEOYAmt |
| Cash EOYFMV | $366,429 | CashEOYFMVAmt |
| Other Investments BOY | $19,065,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,911,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,911,242 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $214,213 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,465 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $106,206 | LandBOYAmt |
| Land EOY | $199,748 | LandEOYAmt |
| Land EOYFMV | $199,748 | LandEOYFMVAmt |
| Total Assets BOY | $19,389,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,477,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,477,419 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,089 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,492 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,089 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,492 | 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 | $19,387,937 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,474,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,387,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,474,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,389,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,477,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,387,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$646,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,733,170 | OtherIncreasesAmt |
| Subtotal | $24,474,927 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,474,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY - ACCT #0790 | P | $1,262,915 | $357,440 | $905,475 | $905,475 |
| GREYCROFT GROWTH, LLC | P | $16,640 | -$16,640 | -$16,640 | |
| RAINE VENTURE PARTNERS II | P | $43,447 | -$43,447 | -$43,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $845,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,865 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,865 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,550 | OverpaymentAmt |
| Applied To ES Tax | $7,550 | 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 | 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.KIMSEYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE OFFICE OF JAMES V KIMSEY | IndividualWithBooksNm |
| Phone | 2027850307 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 16TH STREET NW SUITE 275 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | 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 | 0 | 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 | 0 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL P KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | PRESIDENT/DIRECTOR | 20.00 | $0 | $33,581 | $0 |
| RAYMOND C KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | SECRETARY/DIRECTOR | 15.00 | $0 | $31,367 | $0 |
| MARK J KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | TREASURER/DIRECTOR | 15.00 | $0 | $33,484 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK CHASE | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | EMPLOYEE | 40.00 | $204,097 | $34,145 | $0 |
| BRIE HYTOVITZ | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | EMPLOYEE | 40.00 | $94,096 | $10,791 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,341,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,825,676 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,474,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,474,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $322,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,152,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,057,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,057,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,315 | TotalTaxAmt |
| Distributable Before Adj | $1,044,309 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,044,309 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,044,309 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,593,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,593,151 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,593,151 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,044,309 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $427,406 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $379,338 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $296,067 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $224,818 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $536,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,864,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,593,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,044,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $548,842 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,413,155 | 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 | $427,406 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,985,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $379,338 | ExcessFromYear4Amt |
| Excess From Year3 | $296,067 | ExcessFromYear3Amt |
| Excess From Year2 | $224,818 | ExcessFromYear2Amt |
| Excess From Year1 | $536,684 | ExcessFromYear1Amt |
| Excess From Current Year | $548,842 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826DC | ||||||
| 3333 14TH STREET NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING | $45,000 |
| ASPEN SPARK | ||||||
| 900 16TH STREET NW SUITE 900 | WASHINGTON | DC | 20006 | PF | GENERAL OPERATING | $39,500 |
| BRIGHT FACES | ||||||
| 42395 RYAN ROAD | BRAMBLETON | VA | 20148 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| DC POLICY CENTER | ||||||
| 1310 L STREET NW SUITE 325 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| DREAMS FOR KIDS DC | ||||||
| 1875 K STREET NW 4TH FLOOR | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| EDUCATION DESIGN LAB | ||||||
| 1200 18TH STREET NW 170 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| FAIR CHANCE | ||||||
| 2001 S STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING | $100,000 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||
| 1325 G STREET NW 480 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| HALCYON HOUSE | ||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | PUBLIC CHARITY | GENERAL OPERATING | $35,000 |
| HIGHER ACHIEVEMENT | ||||||
| 1750 COLUMBIA ROAD | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING | $15,000 |
| HOGS FOR THE CAUSE DESWINE INTERVENTION | ||||||
| 1328 2ND STREET | NEW ORLEANS | LA | 70130 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| HUNTER WATSON MEMORIAL FUND | ||||||
| PO BOX 326 | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| INSPYREDPRODUCTIONS | ||||||
| 2331 15TH STREET NE | WASHINGTON | DC | 20018 | NONCLASSIFIED ORGANI | FOR EVENTS FOR CHILDREN. | $2,000 |
| INTERNATIONAL SCHOOL OF PRAGUE FOUNDATION | ||||||
| 115 E 44TH STREET 34 | NEW YORK | NY | 20566 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| LEARNSERVE INTERNATIONAL | ||||||
| BOX 6203 | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING | $25,000 |
| LIFE WITH CANCER | ||||||
| 8110 GATEHOUSE ROAD SUITE 200 | EAST FALLS CHURCH | VA | 22042 | PUBLIC CHARITY | GENERAL OPERATING | $69,000 |
| MCLEAN PROJECT FOR THE ARTS | ||||||
| 1234 INGLESIDE AVENUE | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING | $20,000 |
| MEN CAN STOP RAPE | ||||||
| 1130 6TH STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| MOSAIC THEATER COMPANY | ||||||
| 1333 H STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| NACV INC | ||||||
| 4906 KANSAS AVENUE NW | WASHINGTON | DC | 20011 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| NATIONAL CHILDREN'S MUSEUM | ||||||
| 1300 PENNSYLVANIE AVENUE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | GENERAL OPERATING | $100,000 |
| PARTNERS FOR KIDS IN CARE DC CHILD AND FAMILY SERVICES AGENCY | ||||||
| 2001 S STREET SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL OPERATING | $7,500 |
| PATRIOT POINT LLC MILITARY BOWL FOUNDATION INC | ||||||
| 1742 N STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| POTOMAC COMMUNITY RESOURCES INC | ||||||
| 9200 KENTSDALE DRIVE | POTOMAC | MD | 20854 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| SCHOLARCHIPS | ||||||
| PO BOX 564040 | WASHINGTON | DC | 20040 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||
| 5255 LOUGHBORO RD NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| SPROUT THERAPEUTIC | ||||||
| PO BOX 8 | ALDIE | VA | 20105 | PUBLIC CHARITY | GENERAL OPERATING | $3,000 |
| ST ALPHONSUS RODRIGUEZ CHURCH | ||||||
| 10800 OLD COURT RD | WOODSTOCK | MD | 21163 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| THE ASPEN INSTITUTE | ||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | GENERAL OPERATING | $38,500 |
| THE ELLINGTON FUND | ||||||
| 3500 R STREET NW | WASHINGTON | DC | 20007 | PUBLIC CHARITY | GENERAL OPERATING | $1,049 |
| THE MARINE CORPS ASSOCIATION FOUNDATION | ||||||
| 715 BROADWAY STREET | QUANTICO | VA | 22134 | PUBLIC CHARITY | GENERAL OPERATING | $3,500 |
| THE POTOMAC SCHOOL | ||||||
| 1301 POTOMAC SCHOOL RD | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING | $25,000 |
| TOUCHING HEART | ||||||
| PO BOX 710282 | HERNDON | VA | 20171 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| TRAINING GROUNDS | ||||||
| 4193 MINNESOTA AVENUE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | GENERAL OPERATING | $30,000 |
| VIRGINIA 30 DAY FUND | ||||||
| 1314 RUGY ROAD | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL OPERATING | $25,000 |
| WASHINGTON INTERNATIONAL SCHOOL | ||||||
| 3100 MACOMB ST NW | WASHINGTON | DC | 20008 | PUBLIC CHARITY | GENERAL OPERATING | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $749,549 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIBLEY MEMORIAL HOSPITAL FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 LOUGHBORO ROAD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,171 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,811 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $845,388 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| 2018 FEDERAL TAX REFUND | 01 | $3,865 |
| OTHER INCOME - GREYCROFT GROWTH K-1 | 14 | $27,015 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,044,250 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,044,250 | 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 | TAX & ACCOUNTING FEES | CategoryTxt |
| Amt | $14,876 | Amt |
| Net Investment Income | $7,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,438 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 2019 LEASEHOLD IMPROVEMENTS | 2019-07-01 | $109,868 | $3,662 | SL | 15.000000000000 | $7,325 | $0 |
| 2020 LEASEHOLD IMPROVEMENTS | 2020-09-01 | $104,345 | SL | 15.000000000000 | $3,478 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INSPYREDPRODUCTIONS | |||||||||||
| 2331 15TH STREET NE | WASHINGTON | DC | 20018 | 2020-01-15 | $1,000 | TO SPONSOR TWO BASKETBALL TOURNAMENTS TO FOSTER POSITIVE RELATIONSHIPS BETWEEN YOUTH AND YOUNG ADULTS. | $1,000 | N/A | 11/2/21 | 2021-11-02 | FUNDS USED IN ACCORDANCE WITH THE KIMSEY FOUNDATION'S INTENDED PURPOSE. |
| INSPYREDPRODUCTIONS | |||||||||||
| 2331 15TH STREET NE | WASHINGTON | DC | 20018 | 2020-12-31 | $1,000 | TO SPONSOR TWO BASKETBALL TOURNAMENTS TO FOSTER POSITIVE RELATIONSHIPS BETWEEN YOUTH AND YOUNG ADULTS. | $1,000 | N/A | 11/2/21 | 2021-11-02 | FUNDS USED IN ACCORDANCE WITH THE KIMSEY FOUNDATION'S INTENDED PURPOSE. |
| ASPEN SPARK | |||||||||||
| 900 16TH STREET | WASHINGTON | DC | 20006 | 2020-12-17 | $39,500 | TO CONNECT STUDENTS WITH LEARNING RESOURCES. | $20,609 | N/A | 11/5/21 | 2021-11-05 | FUNDS USED IN ACCORDANCE WITH THE KIMSEY FOUNDATION'S INTENDED PURPOSE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT ACCOUNTS | FMV | $20,285,314 | $20,285,314 |
| GREYCROFT GROWTH FUND | FMV | $2,593,440 | $2,593,440 |
| RAINE PARTNERS II | FMV | $1,032,488 | $1,032,488 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2019 LEASEHOLD IMPROVEMENTS | $109,868 | $10,987 | $98,881 |
| 2020 LEASEHOLD IMPROVEMENTS | $104,345 | $3,478 | $100,867 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND SERVICE FEES | $3,528 | $0 | $3,528 |
| COMPUTER SUPPORT | $14,671 | $0 | $14,671 |
| DUES AND SUBSCRIPTION | $11,513 | $0 | $11,513 |
| FEES & LICENSES | $708 | $0 | $708 |
| INSURANCE | $775 | $0 | $775 |
| INVESTMENT MANAGEMENT FEES | $175 | $175 | $0 |
| MEALS & ENTERTAINMENT | $1,110 | $0 | $1,110 |
| NON-DEDUCTIBLE EXPENSES FROM RAMSEY LONG-BIASED FUND, LP | $150 | $0 | $0 |
| OFFICE SUPPLIES | $5,549 | $0 | $5,549 |
| PARTNERSHIP EXPENSES | $55,498 | $55,498 | $0 |
| POSTAGE & DELIVERY | $2,087 | $0 | $2,087 |
| REPAIRS AND MAINTENANCE | $3,027 | $0 | $3,027 |
| SECURITY | $742 | $0 | $742 |
| TELEPHONE AND INTERNET | $16,970 | $0 | $16,970 |
| WEB MAINTENANCE | $2,413 | $0 | $2,413 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| 2018 FEDERAL TAX REFUND | $3,865 | $3,865 | |
| OTHER INCOME - GREYCROFT GROWTH K-1 | $27,015 | $27,015 | $27,015 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $5,733,170 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EMPLOYEE 401(K) PAYABLE | $963 | $963 |
| CREDIT CARD PAYABLE | $126 | $1,529 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $2,885 | Amt |
| Net Investment Income | $1,443 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,442 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,468 | $2,468 | $0 |
| FEDERAL TAXES | $3,865 | $0 | $0 |