MAYMERE CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MAYMERE CHARITABLE FOUNDATION (EIN 52-2196830)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202012319349100506
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T18:01:31-04:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 Tnpk 2nd FL | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | 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 | 2020-08-11 | 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 | 2020-08-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.183.0.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-18 | IPDt |
| IP Tm | 11:10:57 | IPTm |
| Federal Original Submission Id | 3003762020231he4xwnw | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-18 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4374A2152D909CA829FB927B7B35A045462A44AA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4374A2152D909CA829FB927B7B35A045462A44AA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,251,732 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,121 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73,685 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73,685 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $117,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,717 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,235 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $3,344 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,344 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,141 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,088 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,739 | 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 Investments BOY | $923,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,011,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,218,993 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,978,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,044,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,251,732 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,342 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $15,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,962,893 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,044,600 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,962,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,044,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,978,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,044,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,962,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,707 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,044,600 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,044,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $31,121 | GrossSalesPriceAmt |
| Gain Or Loss | $31,121 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $31,121 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,072,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016981 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,653,952 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044984 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,138 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,628,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070108 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,173,986 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,119,374 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086143 | DistributionYr5Rt |
| Total Distribution | 0.287197 | TotalDistributionRt |
| Average Distribution | 0.057439 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,729,560 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,344 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,202 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,202 | 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 |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $1,212,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,641 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $500,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,755,898 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,755,898 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,729,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,202 | TotalTaxAmt |
| Distributable Before Adj | $84,276 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,276 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,276 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $41,239 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,895 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $76,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $63,276 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $63,276 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,858 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,858 | ExcessFromYear3Amt |
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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOLF TRAP FOUNDATION | |||||||
| 1645 TRAP ROAD | Vienna | VA | 22182 | NONE | PC | GENERAL OPERATING SUPPORT | $17,500 |
| WILLIAM MARY ANNUAL FUND | |||||||
| PO BOX 1693 | Williamsburg | VA | 231871693 | NONE | POF | GENERAL OPERATING SUPPORT | $1,000 |
| OUR NEIGHBORS CHILD | |||||||
| PO BOX 276 | Centreville | VA | 20120 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,909 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $73,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,121 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $117,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,717 | 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 | $8,475 | Amt |
| Net Investment Income | $4,235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN VA. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,156 CAPITAL INCOME BUILDER A | $61,688 | $70,710 |
| 4,461 CAPITAL WORLD GROWTH INCOME | $161,162 | $215,580 |
| 2,536 GROWTH FUND OF AMERICA | $90,105 | $124,899 |
| 4,627 INCOME FUND OF AMERICA | $82,320 | $105,220 |
| 3046 INVESTMENT CO OF AMERICA | $97,253 | $115,646 |
| DB PRIVATE EQUITY GLOBAL IV | $136,218 | $57,062 |
| DB PRIVATE EQUITY GLOBAL VI | $195,948 | $217,637 |
| DB SECONDARY OPP III | $171,967 | $297,039 |
| DB SECONDARY OPP III | $15,200 | $15,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $73,685 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $73,685 | 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 | $15,342 | BOYBookValueAmt |
| EOY Book Value | $0 | 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 | $3,141 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |