WORMALD FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WORMALD FAMILY FOUNDATION INC (EIN 20-2047616)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-11-20
- IRS object ID
- 201713249349100406
- Schema version
- 2016v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-20T15:15:30-06:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202047616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORMALD FAMILY FOUNDATION INC THE | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT K WORMALD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT K WORMALD | InCareOfNm |
| Business Name Control | WORM | BusinessNameControlTxt |
| Phone | 3016956614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10121 CHAPEL ROAD | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT K WORMALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016529100 | PhoneNum |
| Signature | 2017-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN GERSHEN CPA | PreparerPersonNm |
| PTIN | P01329464 | PTIN |
| Phone | 3016529100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 27324320173245000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 112A924302E15A7EA5CD7501F6A8A0BC7DC6B0D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B2A55B48929F5BBED1EE40394E5C8FABC9177EC8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $566,340 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $553 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $115,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,709 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $99 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,975 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,075 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,075 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $157,423 | CashBOYAmt |
| Cash EOY | $80,935 | CashEOYAmt |
| Cash EOYFMV | $80,935 | CashEOYFMVAmt |
| Corporate Stock BOY | $418,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $414,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $485,405 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $575,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $495,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $566,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $575,567 | UnrestrictedBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $575,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $575,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $575,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,965 | ExcessRevenueOverExpensesAmt |
| Subtotal | $495,602 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $495,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RBS CAPITAL FUNDING TRUST V | P | 2015-02-18 | 2016-06-14 | $3,750 | $3,750 | ||
| GOVERNMENT PROPERTIES INC TR | P | 2015-02-12 | 2016-09-12 | $4,872 | $4,410 | $462 | $462 |
| RMR GROUP INC. A | 2015-12-14 | 2016-11-15 | $287 | $95 | $192 | $192 | |
| ADVANSIX INC. | 2012-07-25 | 2016-11-21 | $31 | $15 | $16 | $16 | |
| GRAMMERCY PPTY TR | 2017-01-04 | 2017-01-09 | $9 | $7 | $2 | $2 | |
| CONDUENT INCORPORATED | 2015-11-12 | 2017-01-31 | $754 | $725 | $29 | $29 | |
| FIFTH STREET FINANCE CORP | 2014-06-02 | 2017-01-31 | $1,618 | $3,006 | -$1,388 | -$1,388 | |
| KKR & CO. LP SERIES A PFD | 2016-03-10 | 2017-04-10 | $2,587 | $2,500 | $87 | $87 | |
| DXC TECHNOLOGY CO. | 2015-03-31 | 2017-04-28 | $44 | $28 | $16 | $16 | |
| MARATHON PETROLEUM CORP | 2016-03-10 | 2017-05-19 | $5,225 | $3,647 | $1,578 | $1,578 | |
| DXC TECHNOLOGY CO. | 2015-03-31 | 2017-05-26 | $626 | $384 | $242 | $242 | |
| HGX STEPUP ISSUER BAC | 2015-12-30 | 2017-01-13 | $27,250 | $25,000 | $2,250 | $2,250 | |
| ROUSE PROPERTIES | 2012-01-13 | 2016-07-06 | $675 | $420 | $255 | $255 | |
| DXC TECHNOLOGY | 2011-03-14 | 2017-04-03 | $12 | $12 | |||
| INVENSENSE INC | 2014-01-21 | 2017-05-19 | $5,200 | $8,388 | -$3,188 | -$3,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $553 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,401 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $485,963 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.173678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,297 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $518,385 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.272572 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $523,568 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,454 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $374,739 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073262 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $270,029 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053698 | DistributionYr5Rt |
| Total Distribution | 0.649609 | TotalDistributionRt |
| Average Distribution | 0.129922 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $549,671 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,414 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,500 | 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 | $106 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $106 | SubtotalAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $106 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K WORMALD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016956614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10121 CHAPEL ROAD | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT K WORMALD | ||||||||
| 10121 CHAPEL ROAD | POTOMAC | MD | 20854 | PRES/TREAS/DIRECTOR | 0 | $0 | $0 | $0 |
| MYRA E WORMALD | ||||||||
| 10121 CHAPEL ROAD | POTOMAC | MD | 20854 | SECRETARY, DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $470,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $558,042 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $558,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $549,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106 | TotalTaxAmt |
| Distributable Before Adj | $27,378 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,378 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $190,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $106 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,394 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,142 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,809 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,011 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $115,784 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,301 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $200,047 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $27,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,122 | RemainingDistriFromCorpusAmt |
| Total Corpus | $363,169 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,142 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $362,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,809 | ExcessFromYear4Amt |
| Excess From Year3 | $14,011 | ExcessFromYear3Amt |
| Excess From Year2 | $115,784 | ExcessFromYear2Amt |
| Excess From Year1 | $60,301 | ExcessFromYear1Amt |
| Excess From Current Year | $163,122 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT AND MYRA WORMALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| YOUNG LIFE | ||||||||||
| PO BOX 1685 | HERNDON | VA | 20172 | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 | ||||
| CENTRAL UNION MISSION | ||||||||||
| 1350 R STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | ||||
| LEADING THE WAY | ||||||||||
| PO BOX 20100 | ATLANTA | GA | 30325 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | ||||
| FAMILY RESEARCH COUNCIL | ||||||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | ||||
| INTERNATIONAL CHRISTIAN CONCERN | ||||||||||
| 2020 PENNSYLVANIA AVENUE NW 941 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | ||||
| ALLIANCE DEFENDING FREEDOM | ||||||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | PUBLIC CHARITY | GENERAL SUPPORT | $4,500 | ||||
| FALLS CHURCH ANGLICAN FORWARD FUND | ||||||||||
| PO BOX 690 | FALLS CHURCH | VA | 22040 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | ||||
| AMERICAN CENTER LAW AND JUSTICE | ||||||||||
| PO BOX 90555 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 | ||||
| AMERICAN VALUES | ||||||||||
| PO BOX 1223 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | ||||
| AMERICAN FAMILY ASSOCIATION | ||||||||||
| 11375 GEORGETOWN RD | MECHANICSVILLE | VA | 23116 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | ||||
| BARNABAS AID | ||||||||||
| 6731 CURRAN STREET | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | ||||
| THE HERITAGE FOUNDATION | ||||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | ||||
| MEDIA RESEARCH CENTER | ||||||||||
| 1900 CAMPUS COMMONS DRIVE | RESTON | VA | 20191 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | ||||
| YOUNG AMERICA'S FOUNDATION | ||||||||||
| 11480 COMMERCE PARK DRIVE | RESTON | VA | 20191 | PUBLIC CHARITY | GENERAL SUPPORT | $500 | ||||
| INDIA NATIONAL INLAND MISSION | ||||||||||
| PO BOX 2603 | FOREST | VA | 24551 | PUBLIC CHARITY | GENERAL SUPPORT | $500 | ||||
| CBN | ||||||||||
| PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | 2093 SUSHANT LOK PHASE 1 | GURGAON | IN | 122009 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $553 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 | Desc |
| Unrelated Business Taxbl Incm | $39 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $39 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,709 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT AND MYRA WORMALD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10121 CHAPEL ROAD | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MIDDLEBURG TRUST HOLDINGS | $124,327 | $138,617 |
| CHARLES SCHWAB EQUITIES | $175,855 | $210,166 |
| CHARLES SCHWAB INVESTMENTS | $28,915 | $36,417 |
| MERRILL LYNCH EQUITIES | $63,106 | $61,559 |
| MERRILL LYNCH MUTUAL FUNDS | $22,464 | $38,646 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSES | $1,179 | $1,179 |
| MISC EXPENSES | $2,767 | $2,767 |
| K-1 1231 GAIN/LOSS | $29 | $29 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 MISC INCOME | $14 | $14 |
| K-1 ROYALTY INCOME | $2 | $2 |
| K-1 RENTAL INCOME | $1 | $1 |
| K-1 ORDINARY INCOME | $22 | $22 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $99 | Amt |