MAYMERE CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MAYMERE CHARITABLE FOUNDATION (EIN 52-2196830)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-15
- IRS object ID
- 201742279349100839
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T17:57:16-04:00 | ReturnTs |
| Tax Period End | 2016-09-30 | 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 | 2015-10-01 | 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 | 2017-08-08 | 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 | 2017-08-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,180,397 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,208 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $167,815 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $167,815 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $216,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,622 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,298 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,298 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,296 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $16,296 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $684 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $684 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,014 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $5,014 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,938 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,182,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,182,035 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,000,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Investments BOY | $974,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $923,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $998,362 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,003,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,105,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,180,397 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,003,928 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,105,728 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,003,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,105,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,003,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,105,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,003,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,800 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,105,728 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,105,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAP WORLD GROWTH FUND CLASS A | P | $205,000 | $182,027 | $22,973 | $22,973 |
| CAPITAL GAIN DISTRIBUTIONS | P | $15,235 | $15,235 | $15,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,208 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,173,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068982 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $182,569 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,119,374 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086143 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,974 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,891,636 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05708 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,217 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,792,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,655 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,762,025 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024775 | DistributionYr5Rt |
| Total Distribution | 0.306837 | TotalDistributionRt |
| Average Distribution | 0.061367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,628,032 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,159 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,066 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,138 | 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 | $2,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,159 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,159 | 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 |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| 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 | Yes (true) | 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 | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | 0.50 | $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 | $1,046,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $605,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,652,824 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,652,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,628,032 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,159 | TotalTaxAmt |
| Distributable Before Adj | $79,243 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,243 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,243 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,138 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,138 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,159 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,979 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,243 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $66,514 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,794 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,138 | QualifyingDistributionsAmt |
| Applied To Current Year | $79,243 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,895 | RemainingDistriFromCorpusAmt |
| Total Corpus | $147,689 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $147,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $66,514 | ExcessFromYear2Amt |
| Excess From Year1 | $46,280 | ExcessFromYear1Amt |
| Excess From Current Year | $34,895 | ExcessFromCurrentYearAmt |
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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VIRGIN ISLANDS ARCHERY FEDERATION | |||||||
| PO BOX 886 | Christiansted | VI | 00821 | NONE | PC | SCIENTIFICEDUCATIONAL | $44,500 |
| WOLF TRAP FOUNDATION | |||||||
| 1645 TRAP ROAD | Vienna | VA | 22182 | NONE | PC | GENERAL OPERATING SUPPORT | $17,500 |
| OUR NEIGHBORS CHILD | |||||||
| PO BOX 276 | Centreville | VA | 20120 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| NEW YORK AUTOSEUM | |||||||
| 100 COUNTY SEAT DRIVE | Mineola | NY | 11501 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| MEGAN COOPER BOOK PROJECT | |||||||
| 13614 PARRECO FARM COURT | Germantown | MD | 20874 | NONE | NC | GENERAL OPERATING SUPPORT | $5,000 |
| LYNCHBURG HUMANE SOCIETY | |||||||
| 1211 OLD GRAVES MILL ROAD | Lynchburg | VA | 24502 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,500 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,580 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $216,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,622 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,296 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,296 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN COOPER BOOK PROJECT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13614 PARRRECO FARM COURT | AddressLine1Txt |
| City | Germantown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20874 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-08-16 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | OPERATING SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,028 CAPITAL INCOME BUILDER A | $53,982 | $60,582 |
| 3,969 CAPITAL WORLD GROWTH INCOME | $134,135 | $180,499 |
| 1,977 GROWTH FUND OF AMERICA | $65,723 | $87,135 |
| 3,973 INCOME FUND OF AMERICA | $67,902 | $85,346 |
| 2,405 INVESTMENT CO OF AMERICA | $73,484 | $88,134 |
| DB PRIVATE EQUITY GLOBAL IV | $270,142 | $231,489 |
| DB PRIVATE EQUITY GLOBAL VI | $140,000 | $118,927 |
| DB SECONDARY OPP III | $93,277 | $121,202 |
| DB SECONDARY OPP III 8/4/16 | $25,048 | $25,048 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,298 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,298 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | $116,264 | $116,264 | $0 |
| INTEREST INCOME TRILLIUM | $51,551 | $51,551 | $0 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Officer Travel Advance | $0 | OfficerTravelAdvanceAmt |
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | THE TRILLIUM GROUP LLC | BorrowerPersonNm |
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2015-01 | NoteDt |
| Loan Maturity | 2016-06 | LoanMaturityDt |
| Interest | 6 | InterestRt |
| Loan Purpose | PROVIDE WORKING CAPITAL | LoanPurposeTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $5,014 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,014 | DisbursementsCharitablePrpsAmt |