CEDARS FOUNDATIONS INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CEDARS FOUNDATIONS INC (EIN 22-3651734)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349100213
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:34:23-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMCKENNA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EIGHTEENTH ST NW STE 625 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223651734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CEDARS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % W BOWMAN CUTTER | InCareOfNm |
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 2028621880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40123 BOND STREET BOX 55 | AddressLine1Txt |
| City | WATERFORD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W BOWMAN CUTTER | PersonNm |
| Person Title | officer | PersonTitleTxt |
| Phone | 2028621880 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN L MCKENNA | PreparerPersonNm |
| PTIN | P00708363 | PTIN |
| Phone | 2028621880 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $2,226,554 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $204,735 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $77,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $200,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $703,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,340 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,340 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $495,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $290,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,355 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7,525 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,525 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,173 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,818 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $47,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $149,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $189,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,237 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $145,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $138,280 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,873,678 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,860,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,884,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,207,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,210,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,226,554 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,207,914 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,210,048 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,207,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,210,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,207,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,210,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,207,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $149,677 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,357,591 | SubtotalAmt |
| Other Decreases | $147,543 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,210,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ML 02001 ST A | 2018-12-31 | $13,956 | $14,275 | -$319 | -$319 | ||
| ML 02001 LT D | 2018-12-31 | $573,577 | $460,070 | $113,510 | $113,507 | ||
| ML 02001 LT E | 2018-11-29 | $102,310 | $28,512 | $73,798 | $73,798 | 2008-12-18 | |
| CAPITAL GAIN DIVIDENDS | $9,456 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,259 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,003 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,180,288 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096778 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $267,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,082,279 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128297 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $243,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,235,203 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108804 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $283,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,319,317 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122256 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $304,468 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,066,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.285499 | DistributionYr5Rt |
| Total Distribution | 0.741634 | TotalDistributionRt |
| Average Distribution | 0.148327 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,231,662 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $331,016 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,427 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,443 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $297,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,854 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,854 | SubtotalAmt |
| Tax Based On Investment Income | $4,854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,369 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,369 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,515 | OverpaymentAmt |
| Applied To ES Tax | $5,515 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W BOWMAN CUTTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028621880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40123 BOND STREET BOX 55 | AddressLine1Txt |
| City | waterford | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20197 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W BOWMAN CUTTER III | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40123 BOND STREET BOX 55 | AddressLine1Txt |
| City | WATERFORD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGING DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,215,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,265,647 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,265,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,231,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,854 | TotalTaxAmt |
| Distributable Before Adj | $106,729 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,729 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $297,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $297,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $258,760 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $171,734 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $177,949 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $854,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $106,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $191,021 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,045,827 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $258,760 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $787,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $171,734 | ExcessFromYear4Amt |
| Excess From Year3 | $138,229 | ExcessFromYear3Amt |
| Excess From Year2 | $177,949 | ExcessFromYear2Amt |
| Excess From Year1 | $108,134 | ExcessFromYear1Amt |
| Excess From Current Year | $191,021 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MR W BOWMAN CUTTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| staunton creative community fund | ||||||||||||
| 32 n augusta st | ste D | Staunton | VA | 24401 | NONE | PC | GENERAL USE | $500 | ||||
| piedmont environmental council | ||||||||||||
| 45 horner street | warrenton | VA | 20186 | NONE | PC | GENERAL USE | $1,500 | |||||
| rutgers institute of earth ocean & atmospheric sci | ||||||||||||
| 71 dudley rd | new brunswick | NJ | 08901 | NONE | PC | GENERAL USE | $1,000 | |||||
| the gillen brewer school | ||||||||||||
| 410 e 92nd st | new york | NY | 10128 | NONE | PC | GENERAL USE | $1,000 | |||||
| the painted brain | ||||||||||||
| 5980 w pico blvd | los angeles | CA | 90035 | NONE | PC | GENERAL USE | $300 | |||||
| center for strategic and international studies | ||||||||||||
| 1616 rhode island ave nw | washington | DC | 20036 | NONE | PC | GENERAL USE | $5,000 | |||||
| committe for a responsible federal budget | ||||||||||||
| 1900 m st nw | ste 850 | washington | DC | 20036 | NONE | PC | GENERAL USE | $1,000 | ||||
| healthy harvest food bank | ||||||||||||
| 5116 richmond rd | warsaw | VA | 22572 | NONE | PC | GENERAL USE | $250 | |||||
| wamu 885 | ||||||||||||
| 4401 connecticut ave nw | washington | DC | 20008 | NONE | PC | GENERAL USE | $50 | |||||
| WATERFORD FOUNDATION | ||||||||||||
| 40183 MAIN STREET | PO BOX 142 | WATERFORD | VA | 20197 | NONE | PC | GENERAL USE | $2,000 | ||||
| friend of the sea | ||||||||||||
| NONE | PC | GENERAL USE | $20,000 | cso buenos aires 45 | milano | IT | 20124 | |||||
| maury river friends meeting | ||||||||||||
| 24 waterloo dr | lexington | VA | 24450 | NONE | PC | GENERAL USE | $1,000 | |||||
| leakey foundation | ||||||||||||
| 1003 b oreilly avenue | san francisco | CA | 94129 | NONE | PC | GENERAL USE | $15,000 | |||||
| outward bound peace building | ||||||||||||
| 68 jay st | 201 | brooklyn | NY | 11201 | NONE | PC | GENERAL USE | $4,000 | ||||
| RICHARD III SOCIETY | ||||||||||||
| 1219 ROUTE 171 | WOODSTOCK | CT | 06281 | NONE | PC | GENERAL USE | $5,000 | |||||
| the aspen institute | ||||||||||||
| 2300 n st nw | 700 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL USE | $10,000 | ||||
| AMERICANS FOR OXFORD INC | ||||||||||||
| 500 FIFTH AVENUE | 32ND FLOOR | NEW YORK | NY | 10110 | NONE | PC | GENERAL USE | $25,000 | ||||
| WETA | ||||||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL USE | $250 | |||||
| COUNCIL ON FOREIGN RELATIONS | ||||||||||||
| THE HAROLD PRATT HOUSE | 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | GENERAL USE | $1,000 | ||||
| ROOSEVELT INSTITUTE | ||||||||||||
| 570 LEXINGTON AVENUE | 5TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL USE | $15,000 | ||||
| HULLS ANGELS | ||||||||||||
| 2367 N LEE HWY | LEXINGTON | VA | 24450 | NONE | PC | GENERAL USE | $550 | |||||
| ashoka | ||||||||||||
| 1700 n moore st | arlington | VA | 22209 | NONE | PC | GENERAL USE | $1,000 | |||||
| SMITH POINT SEA RESCUE | ||||||||||||
| 53 EDWARDS LN | REEDVILLE | VA | 22539 | NONE | PC | GENERAL USE | $250 | |||||
| AARS | ||||||||||||
| 8229 BOONE BOULEVARD | STE 240 | VIENNA | VA | 22182 | NONE | PC | GENERAL USE | $550 | ||||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENC | ||||||||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL USE | $500 | |||||
| committee for economic development | ||||||||||||
| 1530 wilson blvd suite 400 | arlington | VA | 22209 | none | PC | general use | $60,000 | |||||
| loudoun county high school alumni scholarship fund | ||||||||||||
| 415 dry mill road sw | leesburg | VA | 20175 | none | PC | general use | $250 | |||||
| bretton woods | ||||||||||||
| 1726 m street nw | ste 200 | washington | DC | 20036 | none | PC | general use | $1,000 | ||||
| cotoctin presbyterian church | ||||||||||||
| 15565 high street | waterford | VA | 20197 | none | PC | general use | $2,500 | |||||
| THE CENTER ON CAPITALISM AND SOCIETY | ||||||||||||
| COLUMBIA UNIVERSITY | 1126 INTERNATIONAL AFFAIRS BUILDING | NEW YORK | NY | 10027 | NONE | PC | GENERAL USE | $2,500 | ||||
| hamilton volunteer fire department | ||||||||||||
| 39071 E Colonial Hwy | hamilton | VA | 20158 | none | PC | general use | $300 | |||||
| valley conservation council | ||||||||||||
| 19 barristers row | staunton | VA | 24401 | none | PC | general use | $17,000 | |||||
| STUYVESANT SPEECH & DEBATE | ||||||||||||
| 345 CHAMBERS ST | RM 627 | NEW YORK | NY | 10282 | NONE | PC | general use | $500 | ||||
| BIPARTISAN POLICY CENTER | ||||||||||||
| 1225 I ST NW 1000 | WASHINGTON | DC | 20005 | NONE | PC | general use | $1,000 | |||||
| HARVARD COLLEGE FUND | ||||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | general use | $10,000 | |||||
| resources for the future | ||||||||||||
| 1616 p street | washington | DC | 20036 | none | PC | general use | $30,000 | |||||
| conservation international | ||||||||||||
| 2011 crystal drive suite 500 | arlington | VA | 22202 | none | PC | general use | $2,000 | |||||
| carter center | ||||||||||||
| one copenhill | 453 freedom parkway | atlanta | GA | 30307 | none | PC | general use | $2,500 | ||||
| fairfield rescue squad | ||||||||||||
| po box 136 | fairfield | VA | 24355 | none | PC | general use | $250 | |||||
| loyola marymount university | ||||||||||||
| 1 lmu drive | los angeles | CA | 90045 | none | PC | general use | $20,000 | |||||
| coalition for integrity | ||||||||||||
| 1023 15th st nw | ste 300 | washington | DC | 20005 | none | PC | general use | $10,000 | ||||
| phi beta kappa society | ||||||||||||
| 1606 new hampshire ave nw | washington | DC | 20009 | none | PC | general use | $250 | |||||
| The stimson center | ||||||||||||
| 1211 connecticut ave nw | 8th flr | washington | DC | 20036 | none | PC | general use | $15,000 | ||||
| niskanen center | ||||||||||||
| 820 first st nw | 675 | washington | DC | 20002 | none | PC | general use | $1,000 | ||||
| society of american historians | ||||||||||||
| 2950 BROADWAY | COLUMBIA UNIVERSITY | NEW YORK | NY | 10027 | NONE | PC | general use | $5,000 | ||||
| indispensable | ||||||||||||
| 2815 11th street nw | washington | DC | 20001 | none | PC | general | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,964 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $200,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MICROVEST SHORT DURATION | 01 | $731 |
| MICROVEST+PLUS | 01 | $11,600 |
| MICROVEST II | 01 | $9 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $290,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $290,563 | 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 |
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 Person | W BOWMAN CUTTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40123 BOND STREET BOX 55 | AddressLine1Txt |
| City | WATERFORD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $204,735 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 301 SHARES OF SPDR S&P MIDCAP 400 ETF | $102,542 | 2018-11-28 |
| 1 | 405 SHARES OF VANGUARD 500 INDEX FUND | $102,194 | 2018-11-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,355 | Amt |
| Net Investment Income | $10,355 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML 04D02 CORP. STOCK -SEE ATT. | $25,000 | $25,000 |
| ML 02001 CORP. STOCK -SEE ATT. | $120,000 | $113,280 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML 02001 MUT. FUNDS -SEE ATT. | $1,529,858 | $1,553,084 |
| INTEREST IN MICROVEST SHORT DU | $123,127 | $123,127 |
| INTEREST IN MICROVEST+PLUS | $128,678 | $128,678 |
| INTEREST IN MICROVEST II, LP | $65,756 | $65,756 |
| INTEREST IN WP PE VIII, LP | $13,392 | $13,392 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR UNREALIZED ITEMS | $0 |
| AT CONTRIBUTION | $101,876 |
| PRIOR PERIOD ADJUSTMENT | $45,667 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICROVEST II - PORTFOLIO DEDUC | $2,048 | $2,048 |
| MICROVEST SHORT DURATION-PORTF | $2,379 | $2,379 |
| MICROVEST SHORT DURATION-OTHER | $155 | $155 |
| MICROVEST SHORT DURATION-AMORT | $3 | $3 |
| MICROVEST+PLUS - OTHER DEDUCTI | $11,891 | $11,891 |
| MICROVEST II - OTHER DEDUCTION | $55 | $55 |
| ADMIN EXPENSES | $1,566 | $1,566 |
| WP PE VIII - PORT DEDUCTIONS | $2 | $2 |
| MERRILL LYNCH ADVISORY FEES | $9,719 | $9,719 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICROVEST+PLUS-OTHER INCOME | $11,600 | $11,600 |
| MICROVEST SHORT- OTHER INCOME | $731 | $731 |
| microvest II - other PORTFOLIO INC | -$8 | -$8 |
| MICROVEST II - OTHER INCOME | $17 | $17 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICROVEST+PLUS- FOREIGN TAXES | $927 | $927 |
| MICROVEST SHORT- FOREIGN TAXES | $234 | $234 |
| ML 2001 FOREIGN TAXES | $834 | $834 |
| MICROVEST II - FOREIGN TAXES | $178 | $178 |