ADLER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADLER FOUNDATION INC (EIN 20-0797192)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-09-25
- IRS object ID
- 202522689349101412
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-25T11:02:13-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200797192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ADLER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ADLER FINANCIAL GROUP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADLE | BusinessNameControlTxt |
| Phone | 7035910345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 RANDOM HILLS RD STE 720 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD ADLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7035910345 | PhoneNum |
| Signature | 2025-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN GERSHEN | PreparerPersonNm |
| PTIN | P01329464 | PTIN |
| Phone | 3016529100 | PhoneNum |
| Preparation | 2025-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,089,375 | 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 | $71,612 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71,612 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $187,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $227,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $335,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,729 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $487,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $487,217 | 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 |
| Accounting Fees Rev And Expnss | $2,931 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,466 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $960 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $399,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $398,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,324 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $945,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $945,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $945,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $945,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,653,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,666,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,035,051 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,632,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,720,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,089,375 | 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 | $4,632,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,720,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,632,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,720,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,632,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,720,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,632,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,702 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,720,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,720,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $335,393 | $107,664 | $227,729 | $227,729 | |
| $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,729 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,752 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,752 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,828 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,828 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,076 | OverpaymentAmt |
| Applied To ES Tax | $2,076 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL S ADLER | IndividualWithBooksNm |
| Phone | 7035910345 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 RANDOM HILLS RD STE 720 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD ADLER | ||||||||
| 11350 RANDOM HILLS RD STE 720 | FAIRFAX | VA | 22030 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DANIEL S ADLER | ||||||||
| 11350 RANDOM HILLS RD STE 720 | FAIRFAX | VA | 22030 | TREASURER/SECRETARY | 0.50 | $0 | $0 | $0 |
| ROBERT M GOTTSCHALK | ||||||||
| 11350 RANDOM HILLS RD STE 720 | FAIRFAX | VA | 22030 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| JOHN BURNS | ||||||||
| 11350 RANDOM HILLS RD STE 720 | FAIRFAX | VA | 22030 | DIRECTOR | 0.50 | $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 | $7,638,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $945,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,659,220 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,659,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,529,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $426,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $426,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,752 | TotalTaxAmt |
| Distributable Before Adj | $419,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $419,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $419,715 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $398,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $398,039 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $391,096 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $398,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $391,096 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $412,772 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEONARD ADLER | ContributingManagerNm |
| Contributing Manager | DANIEL S ADLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 4PAWS RESCUE TEAM | |||||||
| PO BOX 2908 | MERRIFIELD | VA | 22116 | PC | GENERAL SUPPORT | $5,000 | |
| ACE SCHOLARSHIP AND TRAINING | |||||||
| 1201 EAST COLFAX AVENUE SUITE 302 | DENVER | CO | 80218 | PC | EDUCATIONAL SUPPORT | $38,500 | |
| ADAPTIVE ROWING ANNAPOLIS | |||||||
| 540 POWELL DR | ANNAPOLIS | MD | 21401 | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN LEGION CHARITIES | |||||||
| 303 BLOOMFIELD AVE | CALDWELL | NJ | 07006 | PC | GENERAL SUPPORT | $25 | |
| BECKET - B GOTTSCHALK | |||||||
| 2700 SUMMIT AVE STE 100 | PLANO | TX | 75074 | PC | GENERAL SUPPORT | $5,000 | |
| BLOSSOMS FOR PINK | |||||||
| 12040 SOUTH LAKES DR STE 103 | RESTON | VA | 20191 | PC | GENERAL SUPPORT | $1,500 | |
| BOYS TOWN | |||||||
| PO BOX 8000 | BOYS TOWN | NE | 68010 | PC | GENERAL SUPPORT | $25 | |
| CAPITAL CARING | |||||||
| 2900 TELESTAR COURT | FALLS CHURCH | VA | 22042 | PC | ELDERLY CARE | $25,000 | |
| CATCH A LIFT FUND | |||||||
| 2066 YORK ROAD SUITE 201 TIMONIUM | LUTHERVILLE | MD | 21093 | PC | GENERAL SUPPORT | $5,000 | |
| CENTRAL VA GOVERNOR'S SCHOOL FOUNDATION | |||||||
| 3151 WARDS FERRY RD | LYNCHBURG | VA | 24502 | PC | GENERAL SUPPORT | $5,000 | |
| CHABAD LUBAVITCH OF NORTHERN VA | |||||||
| 3939 PRINCE WILLIAM DR | FAIRFAX | VA | 22031 | PC | GENERAL SUPPORT | $2,000 | |
| CHILDREN'S CANCER FOUNDATION | |||||||
| 5570 STERRETT PL 204 | COLUMBIA | MD | 21044 | PC | GENERAL SUPPORT | $5,000 | |
| CHILDREN'S INN AT NIH | |||||||
| 7 WEST DR | BETHESDA | MD | 20814 | PC | GENERAL SUPPORT | $5,000 | |
| CHRISTIAN ASSISTANCE NETWORK | |||||||
| 6659 E UNIVERSITY DR | MESA | AZ | 85205 | PC | GENERAL SUPPORT | $3,000 | |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | PC | GENERAL SUPPORT | $35,000 | |
| CORNERSTONE CRAFTSMAN | |||||||
| 2111 EISENHOWER AVE STE 102 | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $60,000 | |
| CORNERSTONES - CYNTHIA ADLER | |||||||
| 600 14TH ST NW UNIT 400 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $5,000 | |
| CREATE GLOBAL HEALING | |||||||
| PO BOX 31134 | SANTA BARBARA | CA | 93130 | PC | GENERAL SUPPORT | $5,000 | |
| DECK THE PAWS | |||||||
| 475 PRESTON RD | JEWETT CITY | CT | 06351 | PC | GENERAL SUPPORT | $5,000 | |
| DELOACH LUPUS FOUNDATION - AYERS | |||||||
| 1305 BARNARD STREET 628 | SAVANNAH | GA | 31401 | PC | GENERAL SUPPORT | $5,000 | |
| FAIRFAX COUNTY PARK FOUNDATION | |||||||
| 12055 GOVERNMENT CENTER PKWY | FAIRFAX | VA | 22035 | PC | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR APPLIED TECHNICAL EDUCATION | |||||||
| 8270 WILLOW OAKS CORPORATE DRIVE | FAIRFAX | VA | 22031 | PC | GENERAL SUPPORT | $10,000 | |
| GIVEWELL | |||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $5,000 | |
| GLADY VOLUNTEER FIRE DEPT | |||||||
| 8577 BROOKNEAL HWY | GLADYS | VA | 24554 | PC | GENERAL SUPPORT | $10,000 | |
| GREATER DC DIAPER BANK | |||||||
| 8860 MONARD DR | SILVER SPRING | MD | 20910 | PC | GENERAL SUPPORT | $5,000 | |
| HANDS & VOICES INC | |||||||
| 267 KENTLANDS BLVD 305 | GAITHERSBURG | MD | 20878 | PC | GENERAL SUPPORT | $5,000 | |
| IMAGINATION LEARNING CENTER | |||||||
| 14428 ALBEMARLE POINT PL STE 100 | CHANTILLY | VA | 20151 | PC | GENERAL SUPPORT | $5,000 | |
| INDEPENDENT INSTITUTE | |||||||
| 901 E BYRD ST STE 1625 | RICHMOND | VA | 23219 | PC | GENERAL SUPPORT | $100 | |
| ISRAEL GUIDE DOG CENTER | |||||||
| 968 EASTON RD | WARRINGTON | PA | 18976 | PC | GENERAL SUPPORT | $5,000 | |
| KIDS WISH NETWORK | |||||||
| 301 BEAR RIDGE CIR | PALM HARBOR | FL | 34683 | PC | GENERAL SUPPORT | $25 | |
| LEADERS OF VISION & ENLIGHTENMENT | |||||||
| PO BOX 1871 | KIHEI | HI | 96753 | PC | GENERAL SUPPORT | $5,000 | |
| LEGAL SERVICES OF NORTHERN VIRGINIA | |||||||
| 2200 WILSON BLVD SUITE 210 | ARLINGTON | VA | 22201 | PC | GENERAL SUPPORT | $5,000 | |
| LUTHERAN WORLD RELIEF INC | |||||||
| 700 LIGHT ST | BALTIMORE | MD | 21230 | PC | GENERAL SUPPORT | $2,000 | |
| MEALS ON WHEELS AMERICA | |||||||
| 1550 CRYSTAL DR STE 1004 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $50 | |
| MIRACLE 4 MELANIE | |||||||
| 801 KERSEY RD | SILVER SPRING | MD | 20902 | PC | GENERAL SUPPORT | $5,000 | |
| MISSION OF HOPE BOLIVIA | |||||||
| 1610 DUBLIN RD | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL SUPPORT | $2,000 | |
| MUMMIES FOR MOUTHS | |||||||
| PO BOX 5117 | BOONE | IA | 50950 | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL LINKS TRUST | |||||||
| PO BOX 42097 5636 CONNECTICUT AVE | WASHINGTON | DC | 20015 | PC | GENERAL SUPPORT | $505 | NW |
| NATIONAL COUNCIL FOR ADOPTION | |||||||
| 225 N WASHINGTON ST | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $5,000 | |
| OPERATION PAWS FOR HOMES | |||||||
| PO BOX 35606 N | CHESTERFIELD | VA | 23235 | PC | GENERAL SUPPORT | $5,000 | |
| PACIFIC WILDLIFE CARE | |||||||
| 1387 MAIN ST | MORRO BAY | CA | 93442 | PC | GENERAL SUPPORT | $5,000 | |
| PENDLETON COUNTY CONVENTION AND VISITOR BUREAU | |||||||
| 43 MAPLE AVENUE | FRANKLIN | WV | 26807 | PC | GENERAL SUPPORT | $5,000 | |
| PET RESCUE BY JUDY | |||||||
| 401 SOUTH LAUREL AVE | SANFORD | FL | 32771 | PC | GENERAL SUPPORT | $5,000 | |
| PLAINFIELD CHRISTIAN SCIENCE CHURCH | |||||||
| 905 PROSPECT AVE | PLAINFIELD | NJ | 07060 | PC | GENERAL SUPPORT | $10,000 | |
| RISEN RIDGE MINISTRY | |||||||
| 1853 INDIAN RIDGE RD | STUARTS DRAFT | VA | 24477 | PC | GENERAL SUPPORT | $2,000 | |
| SHEPHERD'S CENTER OF NORTHERN VIRGINIA | |||||||
| 541 MARSHALL ROAD SW | VIENNA | VA | 22180 | PC | GENERAL SUPPORT | $25,400 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 3551 N BROAD ST | PHILADELPHIA | PA | 19140 | PC | GENERAL SUPPORT | $25 | |
| SO WHAT ELSE INC | |||||||
| 6901 ROCKLEDGE DRIVE SUITE 709 | BETHESDA | MD | 20817 | PC | GENERAL SUPPORT | $5,000 | |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | PC | GENERAL SUPPORT | $110 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $5,000 | |
| TEN TEN LIFE | |||||||
| 12101 THOROUGHBRED RD | HERNDON | VA | 20171 | PC | GENERAL SUPPORT | $5,000 | |
| THE EISENHOWER FOUNDATION | |||||||
| 200 S E 4TH ST | ABILENE | KS | 67410 | PC | GENERAL SUPPORT | $3,100 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL SUPPORT | $10,000 | |
| TURNING POINT USA | |||||||
| 11055 OLD WASHINGTON HWY | GLEN ALLEN | VA | 23059 | PC | GENERAL SUPPORT | $100 | |
| VETERANS OF FOREIGN WARS | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | PC | GENERAL SUPPORT | $50 | |
| VETERANS OF FOREIGN WARS OF THE UNITED STATES | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | PC | GENERAL SUPPORT | $50 | |
| WEST POINT ASSOC OF GRADUATES | |||||||
| HERBERT HALL 698 MILLS RD | WEST POINT | NY | 10996 | PC | GENERAL SUPPORT | $5,000 | |
| WOLF TRAP ANIMAL RESCUE | |||||||
| 8300 MERRIFIELD AVE C | FAIRFAX | VA | 22031 | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,565 | 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 | $71,612 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $227,729 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $487,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $487,217 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,931 | Amt |
| Net Investment Income | $1,466 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,465 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SOUTHSTATE CORPORATION | $628,824 | $1,972,663 |
| UNITED BANKSHARE INC WEST VA | $634,133 | $1,816,618 |
| ISHARES ETF | $1,690,270 | $2,748,419 |
| CARLYLE GROUP INC | $592,301 | $1,361,946 |
| ARES CAPITAL CORP | $120,828 | $135,405 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES & FEES | $25 | $0 | $25 |
| BANK CHARGES | $10 | $10 | $0 |
| OFFICE EXPENSE | $24 | $0 | $24 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $960 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $960 | DisbursementsCharitablePrpsAmt |