THE SHEILA C JOHNSON FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SHEILA C JOHNSON FOUNDATION INC (EIN 52-1755871)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-26
- IRS object ID
- 201941779349100414
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-26T13:18:43-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521658535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUEY AND ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7201 WISCONSIN AVE STE 775 | 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 | 521755871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEILA C JOHNSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1Txt |
| City | MIDDLEBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEILA C JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7038793426 | PhoneNum |
| Signature | 2019-06-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN L NICHOLS CPA | PreparerPersonNm |
| PTIN | P00292483 | PTIN |
| Phone | 3019513744 | PhoneNum |
| Preparation | 2019-06-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 54.85.48.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-26 | IPDt |
| IP Tm | 13:18:43 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3323EEDBD3614C70375A549CE3A7D6D4CA4B42D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3323EEDBD3614C70375A549CE3A7D6D4CA4B42D5 | 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 | $589,664 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $243,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,992 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $86,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,479 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,257 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,281 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $208 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $178 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,610 | CashBOYAmt |
| Cash EOY | $115,772 | CashEOYAmt |
| Cash EOYFMV | $115,772 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $2,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $266,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $194,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $353,671 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $120,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $120,382 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $119,450 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $745 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $771 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $771 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,624 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,624 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $446,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $431,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $589,664 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,616 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,616 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,616 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,616 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $440,951 | UnrestrictedBOYAmt |
| Unrestricted EOY | $425,787 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $440,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $425,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $446,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $431,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $440,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,164 | ExcessRevenueOverExpensesAmt |
| Subtotal | $425,787 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $425,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST 9667 | P | $134,478 | $71,595 | $62,883 | $62,883 |
| US TRUST 7858 | P | $100,000 | $99,589 | $411 | $411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,992 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $233,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $742,464 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.314426 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $820,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123167 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,036 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $987,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.145921 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $298,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,184,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.251637 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $545,658 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,329,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.410390 | DistributionYr5Rt |
| Total Distribution | 1.245541 | TotalDistributionRt |
| Average Distribution | 0.249108 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $697,530 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,760 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $790 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $174,550 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $94,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,580 | SubtotalAmt |
| Tax Based On Investment Income | $1,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,579 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,579 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,999 | OverpaymentAmt |
| Applied To ES Tax | $1,999 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GENAE RUSSELL | IndividualWithBooksNm |
| Phone | 7038793805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3074 ZULLA ROAD | AddressLine1Txt |
| City | THE PLAINS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20198 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| SHEILA C JOHNSON | ||||||||
| 3074 ZULLA ROAD | THE PLAINS | VA | 20198 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| BRETT JOHNSON | ||||||||
| 3074 ZULLA ROAD | THE PLAINS | VA | 20198 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| PAIGE JOHNSON | ||||||||
| 3074 ZULLA ROAD | THE PLAINS | VA | 20198 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $550,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $708,152 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $708,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $697,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,580 | TotalTaxAmt |
| Distributable Before Adj | $33,297 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,297 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $94,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $94,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,297 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $545,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $298,050 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,306 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,196,810 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $33,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,203 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,258,013 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $545,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $712,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $298,050 | ExcessFromYear4Amt |
| Excess From Year3 | $95,306 | ExcessFromYear3Amt |
| Excess From Year2 | $60,403 | ExcessFromYear2Amt |
| Excess From Year1 | $197,393 | ExcessFromYear1Amt |
| Excess From Current Year | $61,203 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR SHEILA JOHNSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY FDN FOR LOUDOUN & | ||||||
| NORTHERN FAUQIER | PO BOX 402 | MIDDLEBURG | VA | 20118 | DONATION | $10,000 |
| INNISBROOK ASSOCIATE SCHOLARSHIP FD | ||||||
| 36750 US HIGHWAY 19 NORTH | PALM HARBOR | FL | 34684 | DONATION | $1,500 | |
| TRUST FOR THE NATIONAL MALL | ||||||
| 1300 PENNSYLVANIA AVE | WASHINGTON | DC | 20004 | DONATION | $2,500 | |
| UNIVERSITY OF ILLINOIS | ||||||
| 1700 S 4TH STREET | CHAMPAIGN | IL | 61820 | DONATION | $5,000 | |
| GPL POLO CLUB INC | ||||||
| 12012 SOUTHSHORE BLVD | WELLINGTON | FL | 33414 | DONATION | $500 | |
| HALCYON HOUSE | ||||||
| 3400 PROSPECT ST NW | WASHINGTON | DC | 20007 | DONATION | $50,000 | |
| THEIR VOICE RESCUE | ||||||
| 2581 WINCHESTER RD | DELEPLANE | VA | 20144 | DONATION | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,992 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIPTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,479 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,479 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAPTOP | PropertyDesc |
| Acquired | 2006-06-21 | AcquiredDt |
| Cost Or Other Basis | $2,624 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,624 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | LAPTOP | AssetDesc |
| Acquired | 2006-06 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Basis | $2,624 | BasisAmt |
| Accumulated Depreciation | $2,624 | AccumulatedDepreciationAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS - SSB 4188 | ||
| INVESTMENTS - US TRUST 7858 | ||
| INVESTMENTS-US TRUST 9667 | $120,382 | $119,450 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - US TRUST 9667 | StockNm |
| EOY Book Value | $194,478 | EOYBookValueAmt |
| EOYFMV | $353,671 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | AT COST | $771 | $771 |
| DIVIDENDS RECEIVABLE | AT COST |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $2,624 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,624 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| REGISTRATIONS | $178 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIPTS | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO WASHINGTON MYSTICS FDN | Desc |
| BOY Book Value | $5,616 | BOYBookValueAmt |
| EOY Book Value | $5,616 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $3,304 | $3,304 |
| TAX PREP FEES | $3,953 | $1,977 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $208 | $208 |
| FEDERAL TAXES PAID |