MAX & VICTORIA DREYFUS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAX & VICTORIA DREYFUS FOUNDATION (EIN 13-1687573)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349103429
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- 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 | 2025-11-17T12:37:46-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John C Walsh & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Eye Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131687573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX & VICTORIA DREYFUS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAX& | BusinessNameControlTxt |
| Phone | 2023373300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2233 WISCONSIN AVENUE NW 414 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY P SURREY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John C Walsh CPA | PreparerPersonNm |
| PTIN | P00837593 | PTIN |
| Phone | 2028339000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,493,091 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,247,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,247,152 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,247,152 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,522,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,522,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,522,735 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,522,735 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $11,608 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,608 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,781,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,781,495 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,769,887 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $405,092 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $101,273 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $303,819 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $82,215 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,554 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $61,661 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $35,203 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,404 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,352 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,052 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $626,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $626,005 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $106,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,691 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $81,901 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $119,248 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $29,812 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $89,436 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,992,911 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,816 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,946,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,404,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $858,503 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,546,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,404,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $858,503 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,546,167 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,376,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,922,992 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,769,887 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,935 | CashBOYAmt |
| Cash EOY | $82,292 | CashEOYAmt |
| Cash EOYFMV | $82,292 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,561,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,058,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,058,309 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $118,425 | AcctRcvblAmt |
| Acct Rcvbl BOY | $120,650 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $118,425 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $118,425 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $59,873 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $70,498 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $70,498 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $39,856,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,277,687 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,277,687 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,337,509 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,458,587 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,458,587 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,574,889 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,267,992 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,267,992 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,682,009 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,159,301 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,159,301 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,402,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,493,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,493,091 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,461 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $24,410 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $398,588 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $343,545 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $417,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $367,955 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,985,737 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,125,136 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,985,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,125,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,402,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,493,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,985,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,376,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $61,362,562 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $61,362,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,522,735 | GrossSalesPriceAmt |
| Gain Or Loss | $3,522,735 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,522,735 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,522,735 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,522,735 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,530 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $54,530 | SubtotalAmt |
| Tax Based On Investment Income | $54,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,470 | OverpaymentAmt |
| Applied To ES Tax | $5,470 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | WWW.MVDREYFUSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023373300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2233 WISCONSIN AVE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY P SURREY | ||||||
| 2233 WISCONSIN AVENUE NW | WASHINGTON | DC | 20007 | President | 40.00 | $165,439 |
| ELIZABETH BROWN | ||||||
| 2233 WISCONSIN AVE | WASHINGTON | DC | 20007 | Vice President | 25.00 | $56,780 |
| SARA S SURREY | ||||||
| 2233 WISCONSIN AVENUE NW | WASHINGTON | DC | 20007 | SECRETARY/TREAS | 25.00 | $56,780 |
| JOHN H HAGER | ||||||
| 2233 WISCONSIN AVENUE | WASHINGTON | DC | 20007 | COO | 40.00 | $126,095 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CLEMENTS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2233 WISCONSIN AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $82,215 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RAYMOND JAMES | |||||
| 800 CARILLON PARKWAY | ST PETERSBURG | FL | 33716 | INVESTMENT MGMT | $460,461 |
| BLACKROCK INSTITUTIONAL TRUST COMPANY | |||||
| P O BOX 978647 | DALLAS | TX | 753978847 | INVESTMENT MGMT | $7,108 |
| RBC | |||||
| PO BOX 1510 | MINNEAPOLIS | MN | 55440 | INVESTMENT MGMT | $160,266 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,386,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,455,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $207,534 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,050,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $60,050,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,140,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,909,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,945,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,945,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,530 | TotalTaxAmt |
| Distributable Before Adj | $2,890,945 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,890,945 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,890,945 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,546,167 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,546,167 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,890,945 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $39,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $485,005 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $187,538 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $712,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,546,167 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,546,167 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $344,778 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $344,778 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $367,543 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $367,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $180,005 | ExcessFromYear3Amt |
| Excess From Year2 | $187,538 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY P SUREY PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2233 WISCONSIN AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2023373300 | RecipientPhoneNum |
| Form And Info And Materials | THREE PAGE PROPOSAL; 200 WORD SUMMARY; COPY OF BUDGET; COPY OF IRS DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE ARE TWO SUBMISSION DEADLINES PER YEAR FOR RECEIPT OF GRA | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST MEET IRS 501(C)(3) REQUIREMENTS; US ORGANIZATIONS ONLY; NO GRANTS ARE MADE TO INDIVIDUALS | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,247,152 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,522,735 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUES | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $11,608 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,247,152 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,608 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,522,735 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,781,495 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $24,410 | $6,103 | $0 | $18,307 |
| ACTUARIAL FEES | $12,994 | $3,249 | $0 | $9,745 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $35,203 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,203 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $4,097 | $4,097 | |
| LEASE | $321,158 | $275,278 | |
| OTHER ASSETS | $2,159,301 | ||
| PREPAID PENSION COSTS | $1,356,754 | $1,879,926 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $16,772 | $4,193 | $12,579 |
| EMPLOYEE MEDICAL INSURANCE | $154,662 | $38,666 | $115,996 |
| FILING FEES | $564 | $146 | $418 |
| GRANTS | $1,805,875 | $1,805,875 | |
| INTERNET | $1,438 | $360 | $1,078 |
| OFFICE EXPENSES | $5,168 | $1,292 | $3,876 |
| PAYROLL EXPENSES | $247 | $62 | $185 |
| PENSON PLAN EXPENSE | $505 | $126 | $379 |
| POSTAGE | $219 | $55 | $164 |
| SOFTWARE EXPENSE | $3,627 | $957 | $2,670 |
| TELEPHONE | $3,834 | $959 | $2,875 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUES | Desc |
| Revenue And Expenses Per Books | $11,608 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $55,759 | $55,759 |
| ACCRUED PROFIT SHARING | $16,409 | $21,827 |
| LEASE LIABILITY | $326,420 | $265,959 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $626,005 | Amt |
| Net Investment Income | $626,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CURRENT EXCISE TAX | $67,827 | $15,000 | $52,827 |
| PAYROLL TAXES | $38,765 | $9,691 | $29,074 |