THE HITT FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HITT FAMILY FOUNDATION INC (EIN 54-1963708)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-23
- IRS object ID
- 201501749349100315
- Schema version
- 2014v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-23T14:03:34-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 Tysons Boulevard | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221024261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541963708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HITT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RUSSELL A HITT | InCareOfNm |
| Business Name Control | HITT | BusinessNameControlTxt |
| Phone | 7038469000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Fairview Park Drive | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | Falls Church | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL HITT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7039183000 | PhoneNum |
| Signature | 2015-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG W SMITH | PreparerPersonNm |
| PTIN | P00041559 | PTIN |
| Phone | 7039183000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,455,437 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $102,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $924,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,870,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $924,056 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,555 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,026,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,026,352 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,555 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,021,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,021,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,057,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,021,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,030,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,026,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,555 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$66,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,231 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,231 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,658,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,379,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,379,206 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $6,591,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,455,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,455,437 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,591,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,455,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,591,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,455,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,591,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,455,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,591,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,030,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,894,837 | OtherIncreasesAmt |
| Subtotal | $6,455,437 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,455,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| LONGLEAF | 2014-11-12 | $316,549 | $0 | $316,549 | $316,549 | |
| OAKMARK FUND | 2014-12-18 | $88,727 | $0 | $88,727 | $88,727 | |
| VANGUARD INCOME FUND | 2014-12-10 | $13,905 | $9,150 | $4,755 | $4,755 | |
| VANGUARD INCOME FUND | 2014-12-10 | $842,279 | $554,210 | $288,069 | $288,069 | |
| VANGUARD INCOME FUND | $312,500 | $149,387 | $163,113 | $163,113 | ||
| WELLS FARGO SECURITIES | $30,806 | $33,006 | -$2,200 | -$2,200 | ||
| WELLS FARGO SECURITIES | $227,024 | $178,245 | $48,779 | $48,779 | ||
| WELLS FARGO SECURITIES | $38,793 | $22,641 | $16,152 | $16,152 | ||
| CAPITAL GAIN DIVIDENDS | $112 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $924,056 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,555 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $638,576 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,369,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.146149 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $400,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,641,152 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.109855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,667,506 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,028,616 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.331603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,120 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,887,708 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $325,760 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,208,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077412 | DistributionYr5Rt |
| Total Distribution | 0.721716 | TotalDistributionRt |
| Average Distribution | 0.144343 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,750,586 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,263,086 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,264 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,273,350 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,021,500 | 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 | $10,264 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,264 | SubtotalAmt |
| Tax Based On Investment Income | $10,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $231 | OverpaymentAmt |
| Applied To ES Tax | $231 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL A HITT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038469000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 FAIRVIEW PARK DRIVE | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| RUSSELL HITT | ||||||||
| 2900 Fairview Park Drive | Falls Church | VA | 22042 | PRESIDENT | 0 | $0 | $0 | $0 |
| BRETT HITT | ||||||||
| 2900 Fairview Park Drive | Falls Church | VA | 22042 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| JAMES MILLAR | ||||||||
| 2900 Fairview Park Drive | Falls Church | VA | 22042 | SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,772,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,883,844 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,883,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,750,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $437,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $437,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,264 | TotalTaxAmt |
| Distributable Before Adj | $427,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $427,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $427,265 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,021,500 | 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 | $3,021,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,264 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,011,236 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $427,265 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $118,533 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,495 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,418,055 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $220,305 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $425,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,219,345 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,021,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $427,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,594,235 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,813,580 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $118,533 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,695,047 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,495 | ExcessFromYear4Amt |
| Excess From Year3 | $1,418,055 | ExcessFromYear3Amt |
| Excess From Year2 | $220,305 | ExcessFromYear2Amt |
| Excess From Year1 | $425,957 | ExcessFromYear1Amt |
| Excess From Current Year | $2,594,235 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FISHBURNE MILITARY SCHOOL | ||||||||
| PO BOX 988 | WAYNESBORO | VA | 229800722 | NONE | EOF | Renovations & Improvements including bathrooms and new windows. Donated to help buy Bus & Scholarship Fund. | $234,000 | |
| CENTRAL UNITED METHODIST CHURCH | ||||||||
| 4201 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | EOF | General Donation and Cleaning | $29,000 | |
| MEMORIAL FOUNDATION OF THE GERMANNA COLONIES IN VA | ||||||||
| PO Box 279 | LOCUST GROVE | VA | 225080279 | NONE | EOF | General Office Support, Building Project, Salubria ventilation, electrical, and minor repairs Donation. | $170,000 | |
| UNITY CLUB | ||||||||
| PO BOX 316 | FALLS CHURCH | VA | 22040 | NONE | EOF | General Support, Spring Golf Classic Donation | $12,500 | |
| VIRGINIA HOSPITAL CENTER (GALEN SOCIETY) | ||||||||
| 1701 N GEORGE MASON DRIVE | ARLINGTON | VA | 22205 | NONE | EOF | Radiation Oncology Project | $200,000 | |
| AMERICAN COLLEGE OF THE Building ARTS | ||||||||
| 21 MAGAZINE STREET | CHARLESTON | SC | 29401 | NONE | EOF | GENERAL SUPPORT | $1,005,000 | |
| Georgia Tech Athletic Association | ||||||||
| 150 Bobby Dodd Way NW | Atlanta | GA | 303320455 | NONE | EOF | Athletic Program | $10,000 | |
| The Institute of World Politics | ||||||||
| 1521 16th Street NW | Washington | DC | 20036 | NONE | EOF | General Support | $10,000 | |
| Marine Corps Heritage Foundation | ||||||||
| 3800 Fettler Park Drive Suite 104 | Dumfries | VA | 22025 | NONE | EOF | General Support | $1,000 | |
| CAPITAL CARING | ||||||||
| 2900 TELESTAR COURT | FALLS CHURCH | VA | 22042 | NONE | EOF | GENERAL DONATION | $15,000 | |
| PHOENIX HOUSE | ||||||||
| 200 N GLEBE ROAD | ARLINGTON | VA | 22203 | NONE | EOF | Donation for Facility Expansion to the Capital Campaign. | $50,000 | SUITE 710 |
| SALVATION ARMY | ||||||||
| 2626 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20037 | NONE | EOF | GENERAL DONATION. | $25,000 | |
| WORLD MONUMENTS FUND | ||||||||
| 350 FIFTH AVENUE SUITE 2412 | NEW YORK | NY | 10118 | NONE | EOF | GENERAL DONATION. | $10,000 | |
| INOVA HEALTH SYSTEM FOUNDATION | ||||||||
| 8110 Gatehouse Road Suite 200 East | Falls Church | VA | 220421210 | NONE | EOF | General Donation | $250,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | NONE | EOF | General Donation | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,021,500 | 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 | $102,296 | 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 | $924,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,026,352 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,026,352 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO | $1,925,625 | $1,925,625 |
| VANGUARD | $1,421,489 | $1,421,489 |
| OAKMARK | $1,531,911 | $1,531,911 |
| LONGLEAF | $1,500,181 | $1,500,181 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| REGISTRATION FEE | $25 | $0 | $0 |
| PROFESSIONAL FEES | $4,850 | $0 | $0 |
| CONSULTING FEES | $25,995 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN BOOK ACCOUNTING ADJUSTMENT | Desc |
| Amt | $1,894,837 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL | $2,824 | $0 | $0 |
| FOREIGN | $1,835 |