KIMSEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KIMSEY FOUNDATION (EIN 52-2007895)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202041969349101889
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T16:31:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8219 LEESBURG PIKE SUITE 800 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | 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 | 522007895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMSEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMS | BusinessNameControlTxt |
| Phone | 2023671037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 16TH STREET NW NO 275 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK J KIMSEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2023671037 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT HOTTLE | PreparerPersonNm |
| PTIN | P00632650 | PTIN |
| Phone | 7039238300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.178.219.219 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 09:36:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F9F15B008D8203149014AF1A1B19B0BD3F5CFF0B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,389,026 | 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 | $12,184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $185,694 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,694 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,017 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $161,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,878 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $307,244 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,093 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $292,151 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $138,965 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $138,965 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,550 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $93 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $93 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,748 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,662 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $307,343 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $307,343 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,605 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,605 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,646 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $887,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $792,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,527,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,432,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,366,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $321,059 | CashBOYAmt |
| Cash EOY | $217,346 | CashEOYAmt |
| Cash EOYFMV | $217,346 | CashEOYFMVAmt |
| Other Investments BOY | $15,731,868 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,065,474 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,065,474 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $109,868 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,662 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $106,206 | LandEOYAmt |
| Land EOYFMV | $106,206 | LandEOYFMVAmt |
| Other Assets BOY | $15,353 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,068,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,389,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,389,026 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,089 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,089 | 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 | $16,068,280 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,387,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,068,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,387,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,068,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,389,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,068,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,366,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,686,348 | OtherIncreasesAmt |
| Subtotal | $19,387,937 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,387,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| RAINE VENTURE PARTNERS II | P | $74,284 | $74,284 | $74,284 | |
| GREYCROFT GROWTH, LLC | P | -$115,961 | -$115,961 | $115,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$41,677 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,103,539 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,669,020 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062456 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,135,494 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,044,863 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066618 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,176,670 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,085,008 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073153 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,280,693 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,119,704 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074808 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,114,611 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,373,291 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064157 | DistributionYr5Rt |
| Total Distribution | 0.341192 | TotalDistributionRt |
| Average Distribution | 0.068238 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,934,551 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,223,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,224,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,432,260 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,017 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,017 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,865 | OverpaymentAmt |
| Applied To ES Tax | $3,865 | 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 | DC | OrgReportOrRegisterStateCd |
| 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 | WWW.KIMSEYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE OFFICE OF JAMES V KIMSEY | IndividualWithBooksNm |
| Phone | 2027850307 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 16TH STREET NW SUITE 275 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | 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 | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL P KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | PRESIDENT/DIRECTOR | 20.00 | $0 | $31,361 | $0 |
| RAYMOND C KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | SECRETARY/DIRECTOR | 20.00 | $0 | $29,335 | $0 |
| MARK J KIMSEY | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | TREASURER/DIRECTOR | 20.00 | $0 | $31,272 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK CHASE | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | EMPLOYEE | 40.00 | $0 | $201,235 | $32,052 |
| BRIE HYTOVITZ | ||||||||
| 900 16TH STREET NW SUITE 275 | WASHINGTON | DC | 20006 | EMPLOYEE | 40.00 | $0 | $86,586 | $9,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $14,772,583 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,140,153 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,207,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,207,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $273,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,934,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $896,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $896,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,152 | TotalTaxAmt |
| Distributable Before Adj | $895,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $895,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $895,576 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,432,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,432,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,152 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,431,108 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $895,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $262,713 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $427,406 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $379,338 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $296,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,590,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,432,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $895,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $536,684 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,127,026 | 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 | $262,713 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,864,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $427,406 | ExcessFromYear4Amt |
| Excess From Year3 | $379,338 | ExcessFromYear3Amt |
| Excess From Year2 | $296,067 | ExcessFromYear2Amt |
| Excess From Year1 | $224,818 | ExcessFromYear1Amt |
| Excess From Current Year | $536,684 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 MEN IN BLACK MALE CHORUS INC | ||||||
| 1 CARYLYNN CT | DURHAM | NC | 27703 | PUBLIC CHARITY | GENERAL OPERATING | $500 |
| 826DC | ||||||
| 3333 14TH STREET NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING | $30,000 |
| ASPEN SPARK | ||||||
| 900 16TH STREET NW SUITE 900 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING | $90,000 |
| BRIGHT FACES | ||||||
| 4876 PRINCESS ANNE RD STE 118 | VIRGINIA BEACH | VA | 23462 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| CHANCE FOR LIFE | ||||||
| 727 NORTH WASHINGTON STREET | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| CHILDRENS SCIENCE CENTER | ||||||
| 3949 PENDER DRIVE STE 120B | FAIRFAX | VA | 22030 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| CRITICAL EXPOSURE | ||||||
| 1816 12TH STREET NW 3RD FLOOR | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| DREAMS FOR KIDS DC | ||||||
| 1420 N ST NW UNIT 812 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $7,500 |
| FAIR CHANCE | ||||||
| 733 15TH STREET NW STE 440 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $150,000 |
| FIGHT FOR CHILDREN | ||||||
| 1029 VERMONT AVENUE NW SUITE 300 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| GALACTIC KICKS | ||||||
| 304 S VEITCH ST | ARLINGTON | VA | 22204 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||
| 1325 G STREET NW 480 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| HALCYON HOUSE | ||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| HOGS FOR THE CAUSE DESWINE INTERVENTION | ||||||
| 1100 POYDRAS ST | NEW ORLEANS | LA | 70163 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| HUNTER WATSON MEMORIAL FUND | ||||||
| PO BOX 326 | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| JMU FOUNDATION | ||||||
| MSC 3603 220 UNIVERSITY BLVD | HARRISONBURG | VA | 22807 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| JOHNSON FAMILY SERVICES | ||||||
| 4135 WHEELER RD SE | WASHINGTON | DC | 20032 | PUBLIC CHARITY | GENERAL OPERATING | $15,000 |
| KENNEDY CENTER | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | GENERAL OPERATING | $25,000 |
| LEARNSERVE INTERNATIONAL | ||||||
| BOX 6203 | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING | $25,000 |
| LENNOX HILL NEIGHBORHOOD HOUSE | ||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| LIFE WITH CANCER | ||||||
| 8411 PENNELL STREET | FAIRFAX | VA | 22031 | PUBLIC CHARITY | GENERAL OPERATING | $40,000 |
| MCLEAN PROJECT FOR THE ARTS | ||||||
| 1146 CHAIN BRIDGE ROAD | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING | $20,000 |
| PATRIOT POINT LLC MILITARY BOWL FOUNDATION INC | ||||||
| 1742 N STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| POTOMAC COMMUNITY RESOURCES INC | ||||||
| 9200 KENTSDALE DRIVE | POTOMAC | MD | 20854 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| RTJGC CHARITABLE FOUNDATIOUN | ||||||
| ONE TURTLE POINT DR | GAINESVILLE | VA | 20155 | PUBLIC CHARITY | GENERAL OPERATING | $1,500 |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||
| 5255 LOUGHBORO RD NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL OPERATING | $50,000 |
| ST ALPHONSUS RODRIGUEZ CHURCH | ||||||
| 10800 OLD COURT RD | WOODSTOCK | MD | 21163 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| SUBLIMITAS | ||||||
| PO BOX 1299 | NEW YORK | NY | 10150 | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| THE ASPEN INSTITUTE | ||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING | $11,500 |
| THE POTOMAC SCHOOL | ||||||
| 1301 POTOMAC SCHOOL RD | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING | $20,000 |
| THE PROMISE FUND OF FLORIDA PERFECT PINK PARTY | ||||||
| 340 ROYAL POINCIANA WAY SUITE 328 | PALM BEACH | FL | 33480 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| WASHINGTON INTERNATIONAL SCHOOL | ||||||
| 3100 MACOMB ST NW | WASHINGTON | DC | 20008 | PUBLIC CHARITY | GENERAL OPERATING | $30,000 |
| WE WILL SURVIVE CANCER ORGANIZATION | ||||||
| 5903 MT EAGLE DR 318 | ALEXANDRIA | VA | 22303 | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $640,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIBLEY MEMORIAL HOSPITAL FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 LOUGHBORO ROAD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,184 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,694 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$41,677 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,218 | 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 | TAX & ACCOUNTING FEES | CategoryTxt |
| Amt | $17,100 | Amt |
| Net Investment Income | $8,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,550 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2019 LEASEHOLD IMPROVEMENTS | PropertyDesc |
| Acquired | 2019-07-01 | AcquiredDt |
| Cost Or Other Basis | $109,868 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 15.000000000000 | LifeRt |
| Current Year Expense | $3,662 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT ACCOUNTS | FMV | $16,031,527 | $16,031,527 |
| GREYCROFT GROWTH FUND | FMV | $2,303,413 | $2,303,413 |
| RAINE PARTNERS II | FMV | $648,885 | $648,885 |
| GREYCROFT DISTRIBUTION RECEIVABLE | FMV | $81,649 | $81,649 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2019 LEASEHOLD IMPROVEMENTS | CategoryOrItemTxt |
| Cost Or Other Basis | $109,868 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,662 | AccumulatedDepreciationAmt |
| Book Value | $106,206 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $15,353 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND SERVICE FEES | $2,721 | $0 | $2,721 |
| COMPUTER SUPPORT | $8,878 | $0 | $8,878 |
| DUES AND SUBSCRIPTION | $4,697 | $0 | $4,697 |
| FEES & LICENSES | $413 | $0 | $413 |
| INSURANCE | $536 | $0 | $536 |
| INVESTMENT MANAGEMENT FEES | $882 | $882 | $0 |
| MEALS & ENTERTAINMENT | $1,687 | $0 | $1,687 |
| NON-DEDUCTIBLE EXPENSES FROM RAMSEY LONG-BIASED FUND, LP | $211 | $0 | $0 |
| OFFICE SUPPLIES | $9,414 | $0 | $9,414 |
| PARTNERSHIP EXPENSES | $55,293 | $55,293 | $0 |
| POSTAGE & DELIVERY | $728 | $0 | $728 |
| REPAIRS AND MAINTENANCE | $2,320 | $0 | $2,320 |
| SECURITY | $178 | $0 | $178 |
| TELEPHONE AND INTERNET | $3,399 | $0 | $3,399 |
| WEB MAINTENANCE | $3,675 | $0 | $3,675 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $5,017 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,017 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $4,686,348 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EMPLOYEE 401(K) PAYABLE | $0 | $963 |
| CREDIT CARD PAYABLE | $0 | $126 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,748 | $2,748 | $0 |
| FEDERAL TAXES | $9,117 | $0 | $0 |