THE GEORGE AND CAROL OLMSTED FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE AND CAROL OLMSTED FOUNDATION (EIN 54-6049005)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-23
- IRS object ID
- 201912669349100206
- 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 Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-23T13:18:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | 546049005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE AND CAROL OLMSTED | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 7035363500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST JEFFERSON STREET NO 300B | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE SCOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7035363500 | PhoneNum |
| Signature | 2019-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MICHAEL SORRELLS | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.59.105.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-23 | IPDt |
| IP Tm | 13:18:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A779249EE4AB03D4EBCA877230ED83790B34DB8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,275,820 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $882,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $882,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,574,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,900,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,574,677 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,457,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,457,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $755,617 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,162 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $671,455 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,899 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,090 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,809 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,060 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,106 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,954 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,200 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $224,057 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $213,557 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,097 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $44,473 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $716 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $143 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $51,168 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,234 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,934 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,797 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,142 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,655 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $208,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $170,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,436,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $378,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,056,822 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,044,537 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,044,537 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,480,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $378,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,101,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,078,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,763,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,600,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,600,788 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,964 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,964 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,964 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $6,261,525 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,529,220 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,529,220 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $36,730,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,135,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,135,545 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $47,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,539 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,598 | LandBOYAmt |
| Land EOY | $1,882 | LandEOYAmt |
| Land EOYFMV | $1,882 | LandEOYFMVAmt |
| Other Assets BOY | $4,421 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,421 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,421 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,762,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,275,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,275,820 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $128,183 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $114,882 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $883,981 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $775,892 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,012,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $890,774 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $43,750,071 | UnrestrictedBOYAmt |
| Unrestricted EOY | $38,385,046 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,750,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,385,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,762,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,275,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,750,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,355 | ExcessRevenueOverExpensesAmt |
| Other Increases | $109,056 | OtherIncreasesAmt |
| Subtotal | $43,835,772 | SubtotalAmt |
| Other Decreases | $5,450,726 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,385,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF SECURITIES | $22,900,723 | $21,377,009 | $1,523,714 | $1,523,714 | |
| 1256 LOSS FROM INVESCO K-1 | -$68,859 | -$68,859 | P | ||
| CAPITAL GAIN EXCELSIOR K-1 | $119,822 | $119,822 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,574,677 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,087,893 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,221,411 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049451 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,964,028 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,744,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049416 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,040,173 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,275,094 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048259 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,006,727 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,822,434 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045792 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,749,296 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,237,367 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041416 | DistributionYr5Rt |
| Total Distribution | 0.234334 | TotalDistributionRt |
| Average Distribution | 0.046867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,271,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,028,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,786 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,048,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,101,359 | 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 | $20,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,214 | OverpaymentAmt |
| Applied To ES Tax | $5,214 | 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 | WWW.OLMSTEDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARK ELFENDAHL | IndividualWithBooksNm |
| Phone | 7035363500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST JEFFERSON STREET | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22046 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE K SCOTT | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | PRESIDENT | 40.00 | $234,100 | $11,705 | $0 |
| DAVID G ESTEP | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | EXECUTIVE VICE PRESIDENT | 40.00 | $168,900 | $8,445 | $0 |
| ROBERT STRATTON | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | VICE PRESIDENT | 40.00 | $101,867 | $5,093 | $0 |
| MARK ELFENDAHL | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | SECRETARY/TREASURER | 40.00 | $134,750 | $6,738 | $0 |
| PATRICIA NELSON | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIGITAL MARKTING SPECIALIS | 40.00 | $30,000 | $1,500 | $0 |
| WILLIAM DOUGLAS CROWDER | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | CHAIRMAN | 1.00 | $8,000 | $0 | $0 |
| PATRICK DONAHUE | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
| KATHRYN GAUTHIER | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
| ALLEN PEPPER | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH HILBERT | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $6,000 | $0 | $0 |
| CHRISTOPHER HOWARD | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
| ROBERT MCCLURE | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
| TORKEL PATTERSON | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
| DAVID SAUVE | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
| PAUL SZOSTAK | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
| JAMES WISECUP | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
| STEVEN WOLF | ||||||||
| 80 EAST JEFFERSON STREET 300B | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $8,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA HARTMANN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST JEFFERSON STREET 300B | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,000 | CompensationAmt |
| Employee Benefits | $3,000 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $213,557 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $43,457,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,930,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,930,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $658,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,271,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,163,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,163,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,786 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $296 | IncomeTaxAmt |
| Total Tax | $21,082 | TotalTaxAmt |
| Distributable Before Adj | $2,142,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,142,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,142,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,101,359 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,101,359 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,786 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,080,573 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,142,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,101,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,101,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,601 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,601 | 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 | $39,538 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| DEPARTMENT OF THE ARMY | |||||||
| 606 THAYER ROAD | WEST POINT | NY | 10996 | GOV | OVERSEAS TRAVEL PROGRAM AND CONFERENCE | $115,000 | |
| DEPARTMENT OF THE NAVY | |||||||
| 121 BLAKE ROAD | ANNAPOLIS | MD | 21402 | GOV | OVERSEAS TRAVEL PROGRAM AND CONFERENCE | $115,000 | |
| DEPARTMENT OF THE AIR FORCE | |||||||
| 2304 CADET DRIVE SUITE 3800 | COLORADO SPRINGS | CO | 80840 | GOV | OVERSEAS TRAVEL PROGRAM AND CONFERENCE | $115,000 | |
| THE SOCIETY OF THE CINCINNATI | |||||||
| 2118 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20008 | PC | SUPPORT OF MUSEUM AND GENERAL SUPPORT | $15,000 | |
| UNIVERSITY OF NORTH GEORGIA | |||||||
| 82 COLLEGE CIR | DAHLNEGA | GA | 30597 | GOV | GENERAL SUPPORT | $26,000 | |
| NORWICH UNIVERSITY | |||||||
| 158 HARMON DR | NORTHFIELD | VT | 05663 | PC | GENERAL SUPPORT | $20,000 | |
| VIRGINIA MILITARY INSTITUTE FOUNDATION INC | |||||||
| PO BOX 932 | LEXINGTON | VA | 24450 | PC | GENERAL SUPPORT | $20,000 | |
| VIRGINIA TECH FOUNDATION | |||||||
| 902 PRICES FORK ROAD | BLACKSBURG | VA | 24061 | PC | GENERAL SUPPORT | $20,000 | |
| NORFOLK STATE UNIVERSITY | |||||||
| 700 PARK AVENUE | NORFOLK | VA | 23504 | GOV | GENERAL SUPPORT | $6,000 | |
| AGNEW JEFFREY | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND SPOUSE LANGUAGE EXP | $9,944 | NONE |
| ALLEN KHRISTINA | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $2,675 | NONE |
| ANDERSON KEVIN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND SPOUSE LANGUAGE EXP | $18,323 | NONE |
| BINER WALTER | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $15,644 | NONE |
| BOGDANOWICZ WILLIAM | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SPOUSE LANGUAGE EXP, AND RELATED EDU TRAVEL | $12,503 | NONE |
| BOSWELL JOHN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND SPOUSE LANGUAGE EXP | $17,070 | NONE |
| BOYCE MATTHEW | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SCHOLAR LANGUAGE EXP, AND SPOUSE LANGUAGE EXP | $11,266 | NONE |
| BURKE NICHOLAS | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $7,000 | NONE |
| CARETTI DANIELLE | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $11,445 | NONE |
| CHRISTOPHER STEVEN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $13,106 | NONE |
| CLARK BRITTANY | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $13,128 | NONE |
| CLARK SCOTT | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SCHOLAR LANGUAGE EXP, AND SPOUSE LANGUAGE EXP | $14,168 | NONE |
| COFFEY KIRA | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND SPOUSE LANGUAGE EXP | $1,127 | NONE |
| COOMES DONALD | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $9,782 | NONE |
| CULKIN COLIN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SPOUSE LANGUAGE EXP | $1,382 | NONE |
| DE JESUS STEVEN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $13,264 | NONE |
| DELOACH MICHAEL | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SCHOLAR LANGUAGE EXP, AND SPOUSE LANGUAGE EXP | $9,788 | NONE |
| DEWEY KEVIN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND SPOUSE LANGUAGE EXP | $13,168 | NONE |
| DOUGHERTY WILLIAM | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $8,403 | NONE |
| FAMILETTI CHRISTOPHER | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $9,500 | NONE |
| FISHER BRAD | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $15,740 | NONE |
| FITZMAURICE SEAN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $10,981 | NONE |
| FRANCIS EDWARD | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SPOUSE LANGUAGE EXP | $1,094 | NONE |
| FREI BRANDON | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $14,479 | NONE |
| GERLACH JOHN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SCHOLAR LANGUAGE EXP, AND SPOUSE LANGUAGE EXP | $16,559 | NONE |
| GILLES BRANDON | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $11,214 | NONE |
| GRIMISON JOSEPH | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $13,414 | NONE |
| GRUNDEN HUNTER | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND SCHOLAR LANGUAGE EXP | $13,700 | NONE |
| HART CHRISTOPHER | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SPOUSE LANGUAGE EXP | $500 | NONE |
| HENDRICKS FRED | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $15,656 | NONE |
| JANNETTI ADAM | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SPOUSE LANGUAGE EXP | $4,550 | NONE |
| JOHNSON OLIN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $10,801 | NONE |
| KLINE JOHN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $14,537 | NONE |
| KRAMER ANDREW | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $9,500 | NONE |
| LIEBETREU DANIEL | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | RELATED EDU TRAVEL | $3,843 | NONE |
| LING CALEB | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $1,116 | NONE |
| LIVERSEDGE NATHAN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $10,229 | NONE |
| MARSHALL RICHARD | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SPOUSE LANGUAGE EXP | $2,730 | NONE |
| MARTINELLI MELISSA | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $11,187 | NONE |
| MCCAUGHEY MICHAEL | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $14,714 | NONE |
| MCGONIGLE RYAN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $14,491 | NONE |
| MOYSEOWICZ MICHAEL | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | RELATED EDU TRAVEL | $1,507 | NONE |
| O'BRYANT COLLIN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND SPOUSE LANGUAGE EXP | $3,977 | NONE |
| PAPPAS JOHN | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SCHOLAR LANGUAGE EXP, AND SPOUSE LANGUAGE EXP | $4,260 | NONE |
| PAZDZIERSKI RICHARD | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $7,000 | NONE |
| PFARR MATTHEW | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SPOUSE LANGUAGE EXP | $3,528 | NONE |
| POLIDOR MICHAL | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $1,833 | NONE |
| POLIDOR NICOLA | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $1,833 | NONE |
| PURSER JENNIFER | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $8,500 | NONE |
| PUTKO CHRISTOPHER | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SPOUSE LANGUAGE EXP, AND RELATED EDU TRAVEL | $24,586 | NONE |
| SANFORD KIRBY | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND SPOUSE LANGUAGE EXP | $17,376 | NONE |
| SAULT KARL | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY AND RELATED EDU TRAVEL | $15,762 | NONE |
| SMITH CHRISTOPHER | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SPOUSE LANGUAGE EXP, AND RELATED EDU TRAVEL | $14,973 | NONE |
| SMITH ZACHARY | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SCHOLAR LANGUAGE EXP, AND SPOUSE LANGUAGE EXP | $12,683 | NONE |
| TWO BEARS CASEY | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $6,529 | NONE |
| VAN NEST JAMES | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $1,323 | NONE |
| VANSANDT JAMES | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SPOUSE LANGUAGE EXP | $2,953 | NONE |
| WADDELL JOSHUA | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SPOUSE LANGUAGE EXP | $950 | NONE |
| WALLS RILEY | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SCHOLAR LANGUAGE EXP, AND SPOUSE LANGUAGE EXP | $15,360 | NONE |
| WISMANN JEFFREY | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY, SPOUSE LANGUAGE EXP, AND RELATED EDU TRAVEL | $21,440 | NONE |
| ZIERDEN ROBERT | |||||||
| C/O OLMSTED FOUNDATION | FALLS CHURCH | VA | 22046 | I | SCHOLARSHIP STUDY | $2,443 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,044,537 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $882,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,574,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,457,372 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,457,372 | 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 | $17,860 | Amt |
| Net Investment Income | $10,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $6,529,220 | EOYBookValueAmt |
| EOYFMV | $6,529,220 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $31,135,545 | BookValueAmt |
| EOYFMV | $31,135,545 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,000 | LegalFeesAmt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,800 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $4,421 | BOYBookValueAmt |
| EOY Book Value | $4,421 | EOYBookValueAmt |
| EOYFMV | $4,421 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $5,450,726 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $9,477 | $1,895 | $7,582 |
| PRINTER LEASE | $3,329 | $666 | $2,663 |
| OFFICE EXPENSES | $11,031 | $2,205 | $8,826 |
| REPAIRS AND MAINTENANCE | $15,644 | $3,129 | $12,515 |
| TELEPHONE & INTERNET | $6,559 | $1,312 | $5,247 |
| FURNITURE/EQUIPMENT/COMPUTERES | $1,514 | $303 | $1,211 |
| OLMSTED SCHOLAR PROGRAM SERVICES | $132,948 | $0 | $132,948 |
| PORTFOLIO DEDUCTIONS EXCELSIOR K-1 | $8,320 | $8,320 | $0 |
| PORTFOLIO DEDUCTIONS CROSSROADS K-1 | $5,573 | $5,573 | $0 |
| PORTFOLIO DEDUCTIONS INVESCO K-1 | $14,051 | $14,051 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX K-1 DIFFERENCE | Desc |
| Amt | $109,056 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SCHOLAR PROGRAM CONTRIBUTIONS PAYABLE | $770,341 | $770,978 |
| DEFERRED RENT | $14,444 | $9,575 |
| DEFERRED TAX LIABILITY | $99,196 | -$4,661 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $213,557 | $213,557 | $0 |
| NEWSLETTER DESIGNER | $10,500 | $0 | $10,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX | $1,399 | $280 | $1,119 |
| PAYROLL TAX | $48,171 | $4,817 | $43,354 |