MAYMERE CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MAYMERE CHARITABLE FOUNDATION (EIN 52-2196830)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-15
- IRS object ID
- 201822279349100407
- Schema version
- 2016v3.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T12:36:33-04:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464039393 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey A DeBolt CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6373 Little River Turnpike | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522196830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAYMERE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6464 TRILLIUM HOUSE LANE | AddressLine1Txt |
| City | Centreville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG D DYKSTRA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7032665501 | PhoneNum |
| Signature | 2018-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A DEBOLT | PreparerPersonNm |
| PTIN | P01289776 | PTIN |
| Phone | 7039079323 | PhoneNum |
| Preparation | 2018-08-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,177,881 | 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 | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,031 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77,864 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $77,864 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $102,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,359 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,751 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,751 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,901 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,356 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,182,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,203 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $923,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,108,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,152,678 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,105,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,133,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,177,881 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,105,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,133,683 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,105,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,133,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,105,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,133,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,105,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,955 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,133,683 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,133,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $13,031 | GrossSalesPriceAmt |
| Gain Or Loss | $13,031 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,031 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,031 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $114,138 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,628,032 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070108 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,965 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,173,986 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068982 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,569 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,119,374 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086143 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,974 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,891,636 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $125,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,792,455 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069858 | DistributionYr5Rt |
| Total Distribution | 0.35217 | TotalDistributionRt |
| Average Distribution | 0.070434 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,653,952 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $116,494 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,024 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,518 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,401 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,047 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,047 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,047 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,047 | TaxDueAmt |
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 |
| 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 |
| Individual With Books | CRAIG D DYKSTRA | IndividualWithBooksNm |
| Phone | 7032665501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6464 TRILLIUM HOUSE LANE | AddressLine1Txt |
| City | Centreville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20120 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG D DYKSTRA | ||||||||
| 6464 TRILLIUM HOUSE LANE | Centreville | VA | 20120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VALERIE M DYKSTRA | ||||||||
| 6464 TRILLIUM HOUSE LANE | Centreville | VA | 20120 | TRUSTEE | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,075,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $603,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,679,139 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,679,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,653,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,047 | TotalTaxAmt |
| Distributable Before Adj | $80,651 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $80,651 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $80,651 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,401 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,401 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $74,401 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,651 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $66,514 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,280 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,689 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,401 | QualifyingDistributionsAmt |
| Applied To Current Year | $74,401 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,250 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,250 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $141,439 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $141,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $60,264 | ExcessFromYear3Amt |
| Excess From Year2 | $46,280 | ExcessFromYear2Amt |
| Excess From Year1 | $34,895 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRAIG D DYKSTRA | ContributingManagerNm |
| Contributing Manager | VALERIE M DYKSTRA | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CRAIG DYKSTRA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6464 TRILLIUM HOUSE LANE | AddressLine1Txt |
| City | Centreville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7032665501 | RecipientPhoneNum |
| Form And Info And Materials | APPLY IN WRITING; INCLUDE AN ANNUAL REPORT, A COPY OF THE IRS DETERMINATION LETTER, AND ANY OTHER LITERATURE/INFORMATION RELATED TO THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL TAX-EXEMPT PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNCHBURG HUMANE SOCIETY | ||||||||||||
| 1211 OLD GRAVES MILL ROAD | Lynchburg | VA | 24502 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |||||
| OUR NEIGHBORS CHILD | ||||||||||||
| PO BOX 276 | Centreville | VA | 20120 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| WOLF TRAP FOUNDATION | ||||||||||||
| 1645 TRAP ROAD | Vienna | VA | 22182 | NONE | PC | GENERAL OPERATING SUPPORT | $17,500 | |||||
| NEW YORK AUTOSEUM | ||||||||||||
| 100 COUNTY SEAT DRIVE | Mineola | NY | 11501 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| NICOLETTE STEARNS | ||||||||||||
| 6464 TRILLIUM HOUSE LANE | Centreville | VA | 20120 | NONE | I | GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE PLUNKETT FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | THE QUADRANGLE | WOODSTOCK | OXFORDSHIRE | UK | OX20 1LH | ||||
| SILVER SPRING STAGE | ||||||||||||
| PO BOX 3086 | Silver Spring | MD | 209183086 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| WESTFIELD HS MUSIC BOOSTER CLUB | ||||||||||||
| 4700 STONECRAFT BLVD | Chantilly | VA | 20151 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,500 | 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 | $61 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,403 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,328 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,063 CAPITAL INCOME BUILDER A | $56,096 | $66,700 |
| 4,172 CAPITAL WORLD GROWTH INCOME | $143,407 | $213,732 |
| 2,106 GROWTH FUND OF AMERICA | $71,218 | $104,440 |
| 4,093 INCOME FUND OF AMERICA | $70,595 | $95,088 |
| 2,536 INVESTMENT CO OF AMERICA | $78,345 | $102,448 |
| DB PRIVATE EQUITY GLOBAL IV | $328,017 | $132,568 |
| DB PRIVATE EQUITY GLOBAL VI | $168,153 | $190,976 |
| DB SECONDARY OPP III | $192,649 | $246,726 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $77,864 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $77,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FECOM | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $1,000,000 | BalanceDueAmt |
| Note | 2017-03 | NoteDt |
| Loan Maturity | 2018-12 | LoanMaturityDt |
| Interest | 16 | InterestRt |
| Loan Purpose | PROVIDE WORKING CAPITAL | LoanPurposeTxt |
| Consideration FMV | $1,000,000 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $2,751 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,751 | DisbursementsCharitablePrpsAmt |