THE OTTO WHALLEY FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE OTTO WHALLEY FAMILY FOUNDATION INC (EIN 52-2135652)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2018-06-20
- IRS object ID
- 201831719349100603
- Schema version
- 2015v3.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-20T09:44:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522135652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OTTOWHALLEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | METROPOLITAN AGENTS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTTO | BusinessNameControlTxt |
| Phone | 3013326838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE NO 775N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY OTTO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3013326838 | PhoneNum |
| Signature | 2018-05-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALTER H DEYHLE CPA | PreparerPersonNm |
| PTIN | P00543903 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $613,976 | 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 | $119,010 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,102 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,786 | 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 |
| Other Prof Fees Rev And Expnss | $200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $228 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $86 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,357 | CashBOYAmt |
| Cash EOY | $521 | CashEOYAmt |
| Cash EOYFMV | $521 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | -$3,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,869 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $530,812 | CorporateStockBOYAmt |
| Corporate Stock EOY | $483,641 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $609,586 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $531,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $488,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $613,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $531,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $488,031 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $531,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $488,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $531,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $488,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $531,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $488,031 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $488,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SH LEGG MASON INC | P | 1998-12-28 | 2015-06-25 | $7,557 | $100 | $7,457 | $7,457 |
| 2000 SH LEGG MASON INC | P | 1998-05-29 | 2015-12-17 | $77,827 | $1,673 | $76,154 | $76,154 |
| 1000 SH LEGG MASON INC | P | 1998-05-29 | 2015-12-17 | $38,859 | $837 | $38,022 | $38,022 |
| 1400 SH LEGG MASON INC | P | 1998-12-28 | 2015-12-17 | $54,402 | $933 | $53,469 | $53,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,102 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,232 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $795,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.224189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,808 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $634,312 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.185726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $506,370 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.219024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,423 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $554,314 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.193794 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,947 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $642,129 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.208598 | DistributionYr5Rt |
| Total Distribution | 1.031331 | TotalDistributionRt |
| Average Distribution | 0.206266 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $694,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,208 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,883 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $145,091 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,500 | 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 | $1,883 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,883 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $1,889 | 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 | BOARD OF TRUSTEES | IndividualWithBooksNm |
| Phone | 3019331248 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 3RD STREET NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| HENRY OTTO | ||||||||
| 520 3RD STREET NE | WASHINGTON | DC | 20002 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY F WHALLEY | ||||||||
| 520 3RD STREET NE | WASHINGTON | DC | 20002 | SEC/TREAS/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW STAGNER | ||||||||
| 332 N SCOVILLE STREET | OAK PARK | IL | 60302 | VICE PRES/DIRECTOR | 1.00 | $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 | $702,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $704,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $704,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $694,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,883 | TotalTaxAmt |
| Distributable Before Adj | $32,831 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,831 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,831 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,883 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $178,617 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,831 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $101,947 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,861 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,774 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,476 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $493,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $147,669 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $640,745 | 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 | $101,947 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $538,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,861 | ExcessFromYear4Amt |
| Excess From Year3 | $85,774 | ExcessFromYear3Amt |
| Excess From Year2 | $86,476 | ExcessFromYear2Amt |
| Excess From Year1 | $139,018 | ExcessFromYear1Amt |
| Excess From Current Year | $147,669 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY OTTO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BISHOP WALKER SCHOOL FOR BOYS | |||||||
| 3640 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 20032 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 645 TAYLOR STREET NW | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| CATALOGUE FOR PHILANTHROPY | |||||||
| 11101 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| EPISCOPAL CENTER FOR CHILDREN | |||||||
| 5901 UTAH AVENUE NW | WASHINGTON | DC | 20015 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| FOOD AND FRIENDS | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| FRANKLIN ACADEMY | |||||||
| 105 RIVER ROAD | EAST HADDAM | CT | 06423 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| FRIENDS OF FORT DUPONT ICE ARENA | |||||||
| 3779 ELY PLACE SE | WASHINGTON | DC | 20019 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| GRACE EPISCOPAL CHURCH | |||||||
| 1607 GRACE CHURCH ROAD | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| HOMELESS CHILDREN'S PLAYTIME PROJECT | |||||||
| 1525 NEWTON STREET NW | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| HOPE HOUSE DC | |||||||
| PO BOX 60682 | WASHINGTON | DC | 20039 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $2,500 |
| POTOMAC CONSERVANCY | |||||||
| 8601 GEORGIA AVENUE SUITE 612 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 SOUTH HARPER COURT 7TH FLOOR | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $100,000 |
| WASHINGTON MIDDLE SCHOOL FOR GIRLS | |||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $7,500 |
| CHRIST EPISCOPAL CHURCH | |||||||
| 620 G STREET SE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $5,000 |
| THE NATURE CONVERVANCY | |||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $15,000 |
| CITY DOGS RESCUE | |||||||
| 2121 DECATUR PL NW STE 3 | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| DC STUDENTS CONSTRUCTION TRADES FOUNDATION | |||||||
| 5151 WISCONSIN AVE STE 307 | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,500 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,292 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,976 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART 1, LINE 7 AND PART IV, COLUMN (G) | FormAndLineReferenceDesc |
| Medium Explanation | THE COST BASIS USED TO CALCULATE THE CAPITAL GAIN NET INCOME ON THE ORIGINAL RETURN ERRONEOUSLY USED THE FAIR MARKET VALUE OF THE SECURITIES AT THE TIME OF DONATION INSTEAD OF THE DONOR'S BASIS. THE AMENDED TAX RETURN CORRECTLY REPORTS THE ACTUAL DONOR'S COST BASIS OF $3,543 INSTEAD OF THE $173,353 REPORTED ON THE ORIGINAL RETURN. THUS, THE $5,292 GAIN REPORTED ON THE ORIGINAL RETURN HAS BEEN CORRECTED TO $175,102. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY/LEGG MASON | $248,882 | $278,533 |
| VANGUARD/TOTAL STOCK MKT IDX ADM | $158,782 | $246,739 |
| VANGUARD/TOTAL INTL STOCK IX ADMIRAL | $75,977 | $84,314 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $86 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $86 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $152 | $152 | $0 |
| 2014 EXCISE TAX | $76 | $76 | $0 |