THE SULICA FUND INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SULICA FUND INC (EIN 52-2199624)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201923109349100617
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T11:20:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522008740 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEIMER EHRLICH & GROSS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 WOODMONT AVE STE 315 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522199624 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SULICA FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUSAN FREEMAN MCGEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SULI | BusinessNameControlTxt |
| Phone | 3019074453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4902 MONTGOMERY AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208163020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN FREEMAN MCGEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3019074453 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY P EHRLICH | PreparerPersonNm |
| PTIN | P01446486 | PTIN |
| Phone | 3016545800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.163.254.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 12:19:10 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F5EC2241A26B67011D53EBB6326E2D323F5335A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5EC2241A26B67011D53EBB6326E2D323F5335A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,086,362 | 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 | $7,354 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,354 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,224,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,485 | 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 | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $366 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,437 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,437 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $527,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $527,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $551,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $527,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$363,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,424,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,061,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,086,362 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,424,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,061,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,086,362 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,163 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,338 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,338 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,417,562 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,053,775 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,417,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,424,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,061,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,417,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$363,787 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,053,775 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RAYMOND JAMES #79674085 (TOTAL PROCEEDS | P | 2018-12-31 | $681,767 | $0 | $0 |
| RAYMOND JAMES #79674085 (TOTAL ST) | P | 2018-12-31 | -$1,387 | -$1,387 | |
| RAYMOND JAMES #79674085 (TOTAL LT) | P | 2018-12-31 | $86,024 | $86,024 | |
| RAYMOND JAMES #82102837 (TOTAL PROCEEDS) | P | 2018-12-31 | $29,299 | $0 | $0 |
| RAYMOND JAMES #82102837 (TOTAL LT) | P | 2018-12-31 | $57 | $57 | |
| RAYMOND JAMES #79680562 (TOTAL PROCEEDS) | P | 2018-12-31 | $513,891 | $0 | $0 |
| RAYMOND JAMES #79680562 (TOTAL ST) | P | 2018-12-31 | -$9,297 | -$9,297 | |
| RAYMOND JAMES #79680562 (TOTAL LT) | P | 2018-12-31 | $83,611 | $83,611 | |
| ROUNDING ADJUSTMENTS | P | 2018-12-31 | -$114 | -$114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,894 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $177,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,635,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,495 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,629,025 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059849 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,133 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,724,334 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057491 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,719,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056114 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,622 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,697,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058095 | DistributionYr5Rt |
| Total Distribution | 0.339882 | TotalDistributionRt |
| Average Distribution | 0.067976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,292,281 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,844 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,640 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,484 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $527,000 | 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 | $1,640 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,640 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $1,673 | 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 | SUSAN FREEMAN MCGEE | IndividualWithBooksNm |
| Phone | 3019074453 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4902 MONTGOMERY AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20816 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN FREEMAN MCGEE | ||||||||
| 4902 MONTGOMERY AVENUE | BETHESDA | MD | 20816 | PRESIDENT, DIRECTOR | 5.00 | $0 | $0 | $0 |
| LISA FREEMAN | ||||||||
| 847 OLD SANTA FE TRAIL | SANTA FE | NM | 87505 | VICE-PRES,SECR, DIRECTOR | 5.00 | $0 | $0 | $0 |
| CARLA FREEMAN | ||||||||
| 738 GREGORY LANE | SANTA FE | NM | 87505 | TREASURER, DIRECTOR | 5.00 | $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 | $1,311,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,311,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,311,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,292,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,640 | TotalTaxAmt |
| Distributable Before Adj | $62,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,974 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,974 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $527,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $527,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,640 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $525,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,974 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $8,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $105,466 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $527,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,974 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $464,026 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $569,492 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $569,492 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,460 | ExcessFromYear2Amt |
| Excess From Year1 | $97,006 | ExcessFromYear1Amt |
| Excess From Current Year | $464,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN FREEMAN MCGEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4902 MONTGOMERY AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3019074453 | RecipientPhoneNum |
| Form And Info And Materials | LETTER TO FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS NEVE SHALOMWAHAT AL-SALAAM | |||||||
| 229 N CENTRAL AVENUE 401 | GLENDALE | CA | 91203 | NONE | PUBLIC CHARITY | GENERAL DONATION | $21,000 |
| AMERICAN SOC FOR PROTECT OF NATURE IN ISRAEL | |||||||
| 28 ARRANDALE AVENUE | GREAT NECK | NY | 11024 | NONE | PUBLIC CHARITY | GENERAL DONATIONGENERAL DONATIONGENERAL DONATION | $10,000 |
| AMIGOS BRAVOS | |||||||
| 114 DES GEORGE PLACE PO BOX 238 | TAOS | NM | 87571 | NONE | PUBLIC CHARITY | GENERAL DONATIONGENERAL DONATION | $10,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1100 CONNECTICUT AVE NW 1020 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| ARTS FOR THE AGING | |||||||
| 15800 CRABBS BRANCH WAY300 | ROCKVILLE | MD | 20855 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| ARTSMART | |||||||
| PO BOX 22363 | SANTA FE | NM | 87502 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| AXLE PROJECTS | |||||||
| PO BOX 22095 | SANTA FE | NM | 87502 | NONE | PUBLIC CHARITY | GENERAL DONATION | $8,000 |
| BIG LIFE FOUNDATION | |||||||
| 1715 NORTH HERON DRIVE | RIDGEFIELD | WA | 98642 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| BREAD FOR THE CITY | |||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| CALVARY WOMEN'S SERVICES | |||||||
| 1217 GOOD HOPE RD SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| CAPITAL JEWISH MUSEUM | |||||||
| 1319 F STREET NW 810 | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| CENTER FOR CONTEMPORARY ARTS | |||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| CIRCLE CAMPS FOR GRIEVING CHILDREN | |||||||
| 5267 HOLMES STREET 305 | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| CONSERVATION VOTERS | |||||||
| 200 W DEVARGAS ST SUITE 1 | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| CREATIVITY FOR PEACE | |||||||
| 369 MONTEZUMA AVE 566 | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| FOOD AND FRIENDS | |||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | NONE | PUBLIC CHARITY | GENERAL DONATION | $20,000 |
| FOOD DEPOTTHE | |||||||
| 1222 A SILER ROAD SUITE A | SANTA FE | NM | 87507 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| GERARD'S HOUSE | |||||||
| PO BOX 28693 | SANTA FE | NM | 87592 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| KITCHEN ANGELS | |||||||
| 1222 SILER ROAD | SANTA FE | NM | 87507 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| LENSIC PERFORMING ARTS CENTER | |||||||
| 211 WEST SAN FRANCISCO ST | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| MANNA FOOD | |||||||
| 9311 GAITHER ROAD | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| MESA PRIETA PETROGLYPH PROJECT | |||||||
| PO BOX 407 | VELARDE | NM | 87582 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| MONTGOMERY COUNTY COALTION FOR HOMELESS | |||||||
| 600-B EAST GUDE DRIVE | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| NATURAL RESOURCE DEFENSE FUND | |||||||
| 1314 2ND STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| NATURE CONSERVANCY OF NEW MEXICO | |||||||
| 1613 PASEO DE PERALTA SUITE 200 | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL DONATION | $20,000 |
| NEW MEXICO ENVIRONMENTAL LAW CENTER | |||||||
| 1405 LUISA STREET SUITE 5 | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| NEW MEXICO SCHOOL FOR THE ARTS | |||||||
| 500 MONTEZUMA AVE 200 | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| NEW MEXICO WILDLIFE CENTER | |||||||
| PO BOX 246 | ESPANOLA | NM | 87532 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC INC | |||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | NONE | PUBLIC CHARITY | GENERAL DONATIONGENERAL DONATION | $10,000 |
| REEL FATHERS | |||||||
| 6 TORENO COURT | SANTA FE | NM | 87508 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| RESOLVE | |||||||
| PO BOX 8350 | SANTA FE | NM | 87504 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| ROUND HOUSE THEATRE | |||||||
| 1 VETERANS PLAZA | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| SANTA FE JEWISH CENTER-CHABAD | |||||||
| 230 WEST MANHATTAN AVE | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL DONATION | $3,000 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | GENERAL DONATION | $30,000 |
| WILD EARTH GUARDIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $527,000 | 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 | $7,354 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,894 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $187,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,485 | 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 | $3,650 | Amt |
| Net Investment Income | $3,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,061,113 | EOYBookValueAmt |
| EOYFMV | $1,086,362 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES- INVESTMENTS ACCOUNTS | $19,175 | $19,175 | $0 |
| BANK FEES/ADMIN/CONSULTING | $262 | $262 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAXES | $366 | $366 | $0 |
| EXCISE TAXES | $819 | $0 | $0 |