MAYMERE CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAYMERE CHARITABLE FOUNDATION (EIN 52-2196830)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-15
- IRS object ID
- 201932279349100913
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-15T12:49:06-04:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464039393 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey A DeBolt CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6373 Little River Turnpike | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522196830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAYMERE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6464 TRILLIUM HOUSE LANE | AddressLine1Txt |
| City | Centreville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG D DYKSTRA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7032665501 | PhoneNum |
| Signature | 2019-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A DEBOLT | PreparerPersonNm |
| PTIN | P01289776 | PTIN |
| Phone | 7039079323 | PhoneNum |
| Preparation | 2019-08-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,260,063 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,617 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $113,642 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113,642 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $157,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,568 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $520 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $520 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,424 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,542 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,542 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $923,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,020,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,205,521 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,948,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,074,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,260,063 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $15,342 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,342 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,948,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,059,320 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,948,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,320 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,948,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,074,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,948,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,424 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,059,320 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,320 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $27,421 | $27,421 | $27,421 | |||
| 295 SHARES CAPITAL WORLD GROWTH | P | $15,083 | $5,196 | $5,196 | 2005-05-25 | 2018-02-12 | $9,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,617 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,401 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,653,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044984 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $114,138 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,628,032 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070108 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $149,965 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,173,986 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068982 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $182,569 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,119,374 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086143 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,974 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,891,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05708 | DistributionYr5Rt |
| Total Distribution | 0.327296 | TotalDistributionRt |
| Average Distribution | 0.065459 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,072,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,570 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,261 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,141 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3,141 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | CRAIG D DYKSTRA | IndividualWithBooksNm |
| Phone | 7032665501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6464 TRILLIUM HOUSE LANE | AddressLine1Txt |
| City | Centreville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG D DYKSTRA | ||||||||
| 6464 TRILLIUM HOUSE LANE | Centreville | VA | 20120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VALERIE M DYKSTRA | ||||||||
| 6464 TRILLIUM HOUSE LANE | Centreville | VA | 20120 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,064,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,104,479 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,104,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,072,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,141 | TotalTaxAmt |
| Distributable Before Adj | $100,505 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,505 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,505 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,505 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $60,264 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,895 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $141,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,200 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $65,305 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $65,305 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,134 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $76,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $41,239 | ExcessFromYear3Amt |
| Excess From Year2 | $34,895 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRAIG D DYKSTRA | ContributingManagerNm |
| Contributing Manager | VALERIE M DYKSTRA | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CRAIG DYKSTRA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6464 TRILLIUM HOUSE LANE | AddressLine1Txt |
| City | Centreville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7032665501 | RecipientPhoneNum |
| Form And Info And Materials | APPLY IN WRITING; INCLUDE AN ANNUAL REPORT, A COPY OF THE IRS DETERMINATION LETTER, AND ANY OTHER LITERATURE/INFORMATION RELATED TO THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL TAX-EXEMPT PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OUR NEIGHBORS CHILD | ||||||
| PO BOX 276 | Centreville | VA | 20120 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| ALL HANDS AND HEARTS | ||||||
| 6 COUNTRY ROAD STE 6 | Mattapoisett | MA | 02739 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WOLF TRAP FOUNDATION | ||||||
| 1645 TRAP ROAD | Vienna | VA | 22182 | PC | GENERAL OPERATING SUPPORT | $17,500 |
| CURE ALZHEIMERS FUND | ||||||
| 34 WASHINGTON STREET STE 310 | Wellesley Hills | MA | 02481 | PC | GENERAL OPERATING SUPPORT | $500 |
| LYNCHBURG HUMANE SOCIETY | ||||||
| 1211 OLD GRAVES MILL ROAD | Lynchburg | VA | 24502 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| WESTFIELD HS MUSIC BOOSTER CLUB | ||||||
| 4700 STONECRAFT BLVD | Chantilly | VA | 20151 | PC | GENERAL OPERATING SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,200 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,303 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $124,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,951 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,115 CAPITAL INCOME BUILDER A | $59,269 | $67,304 |
| 4,158 CAPITAL WORLD GROWTH INCOME | $147,829 | $212,850 |
| 2,254 GROWTH FUND OF AMERICA | $78,554 | $127,776 |
| 4,302 INCOME FUND OF AMERICA | $75,420 | $99,801 |
| 2,760 INVESTMENT CO OF AMERICA | $87,427 | $116,239 |
| DB PRIVATE EQUITY GLOBAL IV | $270,142 | $59,682 |
| DB PRIVATE EQUITY GLOBAL VI | $152,000 | $232,390 |
| DB SECONDARY OPP III | $149,479 | $289,479 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $113,642 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $113,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $15,342 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FECOM | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $1,000,000 | BalanceDueAmt |
| Note | 2017-03 | NoteDt |
| Loan Maturity | 2018-12 | LoanMaturityDt |
| Interest | 16 | InterestRt |
| Loan Purpose | PROVIDE WORKING CAPITAL | LoanPurposeTxt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $4,424 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |