THE OTTO WHALLEY FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE OTTO WHALLEY FAMILY FOUNDATION INC (EIN 52-2135652)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-10
- IRS object ID
- 202041629349101914
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T17:11:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522135652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTTOWHALLEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | METROPOLITAN AGENTS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTTO | BusinessNameControlTxt |
| Phone | 3013326838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE NO 775N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY OTTO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3013326838 | PhoneNum |
| Signature | 2020-06-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALTER H DEYHLE CPA | PreparerPersonNm |
| PTIN | P00543903 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $455,891 | 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 | $895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,834 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $64,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,129 | 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 |
| Taxes Rev And Expnss | $1,681 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $239 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,890 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,122 | CashBOYAmt |
| Cash EOY | $1,075 | CashEOYAmt |
| Cash EOYFMV | $1,075 | CashEOYFMVAmt |
| Corporate Stock BOY | $281,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,626 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $453,757 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $291,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $246,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $455,891 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $291,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $246,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $291,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $246,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $291,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $246,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $291,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $246,760 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $246,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 695.652 SH TOT STOCK IX ADMIRAL | 2018-01-01 | 2019-12-03 | $20,000 | $14,834 | $5,166 | $5,166 |
| 260.688 SH TOTAL STOCK MKT IDX ADM | 2018-01-01 | 2019-12-03 | $20,000 | $8,273 | $11,727 | $11,727 |
| 758.150 SH TOTAL STOCK MKT IDX ADM | 2018-01-01 | 2019-12-18 | $60,000 | $24,059 | $35,941 | $35,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,834 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $496,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110698 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,614 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $527,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.365030 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $203,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $550,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.370368 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,315 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $694,289 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.259712 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $178,232 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $795,008 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.224189 | DistributionYr5Rt |
| Total Distribution | 1.329997 | TotalDistributionRt |
| Average Distribution | 0.265999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $441,802 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,519 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $639 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,158 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,278 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,278 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,224 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,224 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $59 | TaxDueAmt |
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 | MD | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BOARD OF TRUSTEES | IndividualWithBooksNm |
| Phone | 3013326838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 3RD STREET NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY OTTO | ||||||||
| 520 3RD STREET NE | WASHINGTON | DC | 20002 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY L WHALLEY | ||||||||
| 520 3RD STREET NE | WASHINGTON | DC | 20002 | SEC/TREAS/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW STAGNER | ||||||||
| 332 N SCOVILLE STREET | OAK PARK | IL | 60302 | VICE PRES/DIRECTOR | 1.00 | $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 |
| 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 | $442,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $448,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $448,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $441,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,278 | TotalTaxAmt |
| Distributable Before Adj | $20,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,812 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,812 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $139,018 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $145,971 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $176,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,003 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $663,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,688 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $750,063 | 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 | $139,018 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $611,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,971 | ExcessFromYear4Amt |
| Excess From Year3 | $176,596 | ExcessFromYear3Amt |
| Excess From Year2 | $170,003 | ExcessFromYear2Amt |
| Excess From Year1 | $31,787 | ExcessFromYear1Amt |
| Excess From Current Year | $86,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY OTTO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| CATALOGUE FOR PHILANTHROPY | |||||||
| 11101 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| CITY BLOSSOMS | |||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| COMMON GOOD CITY FARM | |||||||
| PO BOX 26030 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERLA OPERATING | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| FOOD AND FRIENDS | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| FRANKLIN ACADEMY | |||||||
| 105 RIVER ROAD | EAST HADDAM | CT | 06423 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| FRIENDS OF FORT DUPONT ICE ARENA | |||||||
| 3779 ELY PLACE SE | WASHINGTON | DC | 20019 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| GRACE EPISCOPAL DAY SCHOOL | |||||||
| 9411 CONNECTICUT AVE | KENSINGTON | MD | 20895 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE STREET STE 2400 | NEW YORK | NY | 10015 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| MUTTS MATTER RESCUE | |||||||
| PO BOX 2047 | ROCKVILLE | MD | 20847 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| POTOMAC CONSERVANCY | |||||||
| 8403 COLESVILLE ROAD 805 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| SENIOR DOG SANCTUARY OF MARYLAND | |||||||
| 8336 WBA ROAD | SEVERN | MD | 21144 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| SONGWRITING WITH SOLDIERS | |||||||
| 30 MUSIC SQUARE WEST STE 310 | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,000 |
| THE FIELD SCHOOL | |||||||
| 2301 FOXHALL ROAD NW | WASHINGTON | DC | 200071147 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $3,500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 SOUTH HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,500 | 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 | $895 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $64,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,129 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY/LEGG MASON | $20,992 | $21,546 |
| VANGUARD/TOTAL STOCK MKT IDX ADM | $150,692 | $336,184 |
| VANGUARD/TOTAL INTL STOCK IX ADMIRAL | $72,942 | $96,027 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD/MONEY MARKET FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,059 | BookValueAmt |
| EOYFMV | $1,059 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $239 | $239 | $0 |
| EXCISE TAX | $1,442 | $0 | $0 |