MAYMERE CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MAYMERE CHARITABLE FOUNDATION (EIN 52-2196830)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-17
- IRS object ID
- 201512299349101061
- Schema version
- 2013v4.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T14:07:46-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 1200 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208171818 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYM | BusinessNameControlTxt |
| Phone | 7032665501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6464 TRILLIUM HOUSE LANE | AddressLine1 |
| City | CENTREVILLE | City |
| State | VA | State |
| ZIP Code | 20120 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG D DYKSTRA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7032665501 | PhoneNum |
| Signature | 2015-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN C QUILL CPA | PreparerPersonNm |
| PTIN | P00173823 | PTIN |
| Phone | 3015643636 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $2,168,957 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $549,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,444 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,723 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,723 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $282,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $282,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,092 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,092 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,350 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,822 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,822 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $477 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $248,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $88,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,265 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $104,750 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $83,727 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $104,750 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $104,750 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $470,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $542,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $833,107 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,064,692 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $916,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,142,835 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,618,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,652,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,168,957 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $29,258 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $29,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,589,708 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,652,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,589,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,652,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,618,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,652,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,589,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,741 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,652,449 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,652,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $221,085 | $138,624 | $82,461 | $82,461 |
| PUBLICLY TRADED SECURITIES | P | $312,500 | $242,770 | $69,730 | $69,730 |
| DB PRIVATE EQUITY GLOBAL SELECT FUND IV | P | $75,430 | $75,430 | ||
| DB PRIVATE EQUITY GLOBAL SELECT FUND VI | P | -$4,334 | -$4,334 | ||
| CAPITAL GAINS DIVIDENDS | P | $16,157 | $16,157 | $16,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,444 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,974 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,891,636 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057080 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,217 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,792,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069858 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,655 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,762,025 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024775 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,413 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,724,084 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,610 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,421,236 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034203 | DistributionYr5Rt |
| Total Distribution | 0.235457 | TotalDistributionRt |
| Average Distribution | 0.047091 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,119,374 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,803 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,482 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $182,569 | 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 | $2,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $898 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CRAIG DYKSTRA | IndividualWithBooksNm |
| Phone | 7032665501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6464 TRILLIUM HOUSE LANE | AddressLine1 |
| City | CENTERVILLE | City |
| State | VA | State |
| ZIP Code | 20120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0.50 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,173,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$21,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,151,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,151,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,119,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,482 | TotalTaxAmt |
| Distributable Before Adj | $103,487 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,487 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,487 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,569 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $182,569 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,482 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $180,087 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,568 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,568 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,514 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,514 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $66,514 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRAIG D DYKSTRA | ContributingManagerNm |
| Contributing Manager | VALERIE M DYKSTRA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 | THE MAYMERE CHARITABLE FOUNDATION | AddressLine1 |
| City | CENTREVILLE | City |
| State | VA | State |
| ZIP Code | 20120 | ZIPCode |
| 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; THE ORGANIZATION MUST BE ORGANIZED IN THE UNITED STATES OR ANY OF ITS POSSESSIONS, AND ANY GRANTS OR GIFTS TO THE ORGANIZATION MUST BE USED WITHIN THE UNITED STATES OR ANY OF ITS POSSESSIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||||||
| 1275 K STREET NW STE 250 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | ANITA COLVARD SCHOLARSHIP AND GENERAL OPERATING SUPPORT | $3,000 | |||||
| BIG APPLE CIRCUS | ||||||||||||
| 1 METROTECH CENTER 3RD FLOOR | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 | |||||
| ALZHEIMER'S ASSOCIATION | ||||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 606017633 | NONE | 501(C)(3) | DEB CASKEY SCHOLARSHIP AND GENERAL OPERATING SUPPORT | $1,000 | |||||
| RESTON CHORALE | ||||||||||||
| 2940 HUNTER MILL RD STE 201 | OAKTON | VA | 22124 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | |||||
| NEW YORK AUTOSEUM | ||||||||||||
| 100 COUNTY SEAT DRIVE | MINEOLA | NY | 11501 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $125,000 | |||||
| OUR NEIGHBOR'S CHILD | ||||||||||||
| PO BOX 276 | CENTREVILLE | VA | 20120 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 | |||||
| THE PLUNKETT FOUNDATION | ||||||||||||
| NONE | N/A | SCIENTIFIC/EDUCATIONAL | $10,000 | 9282 ELVIAGE DRIVE | LONDON | ONTARIO | CA | N6K 4N5 | ||||
| VIRGIN ISLANDS ARCHERY FEDERATION | ||||||||||||
| PO BOX 886 | CHRISTIANSTED | VI | 008210866 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $18,500 | |||||
| WESTFIELD MUSIC BOOSTERS | ||||||||||||
| 4700 STONECROFT BLVD | CHANTILLY | VA | 20151 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,000 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,362 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $282,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $282,535 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,092 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,092 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLUNKET FOUNDATION | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9282 ELVIAGE DRIVE | AddressLine1 |
| City | LONDON | City |
| Province Or State | ONTARIO | ProvinceOrState |
| Country | CA | Country |
| Postal Code | N6K 4N5 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-06-14 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | SCIENTIFIC/EDUCATIONAL | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 90 SHS ACE LIMITED SHS | $8,877 | $9,438 |
| 568 SHS LIBERTY GLOBAL PHS CL C | $23,740 | $23,297 |
| 460 SHS ACTIVISION BLIZZARD INC COM | $7,795 | $9,563 |
| 82 SHS AGILENT TECHNOLOGIES INC | $1,250 | $4,672 |
| 90 SHS AMAZON COM INC | $29,792 | $29,020 |
| 568 SHS AMERICAN EXPRESS COMPANY | $19,610 | $49,723 |
| 1537 SHS BANK OF NEW YORK MELLON CORP COM | $40,380 | $59,528 |
| 290 SHS BERKSHIRE HATHAWAY INC DEL CL B NEW | $17,841 | $40,061 |
| 270 SHS BROOKFIELD ASSET MGMT INC VTG | $10,012 | $12,139 |
| 334 SHS CVS HEALTH CORP COM | $10,479 | $26,583 |
| 499 SHS CANADIAN NATURAL RES LTD | $15,275 | $19,381 |
| 182 SHS CARMAX INC COM | $8,479 | $8,454 |
| 344 SHS COSTCO WHOLESALE CORP NEW COM | $13,395 | $43,110 |
| 159 SHS DIAGEO PLC SPONSORED ADR NEW | $9,063 | $18,349 |
| 140 SHS DISNEY WALT CO | $7,281 | $12,464 |
| 346 SHS EOG RES INC COM | $6,679 | $34,261 |
| 60 SHS ECOLAB INC | $5,416 | $6,890 |
| 410 SHS ENCANA CORP COM SHS | $8,732 | $8,696 |
| 318 SHS EXPRESS SCRIPTS HLDG CO COM | $15,991 | $22,460 |
| 46 SHS GOOGLE INC CL A | $14,471 | $27,067 |
| 46 SHS GOOGLE INC CL C | $14,425 | $26,559 |
| 125 SHS HARLEY DAVIDSON INC COM | $4,506 | $7,275 |
| 300 SHS JP MORGAN CHASE & CO COM | $15,212 | $18,072 |
| 184 SHS LABORATORY CORP AMER HLDGS COM NEW | $17,533 | $18,722 |
| 250 SHS LAS VEGAS SANDS COM | $19,262 | $15,553 |
| 292 SHS LIBERTY INTERACTIVE CORP | $7,975 | $8,328 |
| 458 SHS LOEWS CORP COM | $10,544 | $19,080 |
| 227 SHS MICROSOFT CORP COM | $5,714 | $10,524 |
| 114 SHS MONSANTO CO NEW COM | $10,631 | $12,826 |
| 72 SHS MOODYS CORP COM | $5,894 | $6,804 |
| 277 SHS ORACLE CORP COM | $8,192 | $10,604 |
| 160 SHS PACCAR INC | $8,422 | $9,100 |
| 96 SHS PHILIP MORRIS INTL INC COM | $2,446 | $8,006 |
| 156 SHS PRAXAIR INC COM | $20,785 | $20,124 |
| 10 SHS PRICELINE GRP INC COM NEW | $11,471 | $11,586 |
| 88 SHS QUEST DIAGNOSTICS INC COM | $5,352 | $5,340 |
| 426 SHS SCHWAB CHARLES CORP NEW COM | $10,215 | $12,520 |
| 210 SHS SYSCO CORP COM | $7,422 | $7,970 |
| 433 SHS TEXAS INSTRUMENTS INC | $9,726 | $20,650 |
| 506 SHS ULTRA PETE CORP COM | $13,222 | $11,780 |
| 335 SHS UNITEDHEALTH GROUP INC COM | $21,137 | $28,894 |
| 96 SHS VALEANT PHARMACEUTICALS INTL | $13,031 | $12,595 |
| 43 SHS VISA INC COM CL A | $7,192 | $9,175 |
| 1077 SHS WELLS FARGO & CO NEW COM | $17,846 | $55,864 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DB PRIVATE EQUITY GLOBAL IV | FMV | $269,073 | $360,890 |
| DB PRIVATE EQUITY GLOBAL VI | FMV | $97,747 | $86,379 |
| DB SECONDARY OPPORTUNITIES FUND III | FMV | $28,169 | $20,169 |
| 953.142 SHS CAPITAL INCOME BUILDER FUND CLASS A | FMV | $49,644 | $56,874 |
| 8,329.485 SHS CAPITAL WORLD GROWTH & INCOME | FMV | $300,591 | $386,571 |
| 1,648.213 SHS THE GROWTH FUND OF AMERICA CLASS A | FMV | $52,110 | $75,406 |
| 3,642.5 SHS THE INCOME FUND OF AMERICA CLASS A | FMV | $61,032 | $78,132 |
| 1,977.166 SHS THE INVESTMENT COMPANY OF AMERICA | FMV | $58,355 | $78,414 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $40 | $40 | $0 |
| MISCELLANEOUS EXPENSES | $477 | $0 | $477 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME-LOAN RECEIVABLE | Desc |
| Revenue And Expenses Per Books | $11,723 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,723 | AdjustedNetIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DRIVEN MOBILE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $85,000 | LoanOriginalAmt |
| Balance Due | $104,750 | BalanceDueAmt |
| Note | 2012-03 | NoteDt |
| Repayment Terms | AMORTIZED MONTHLY | RepaymentTermsTxt |
| Interest | 12.000000000000 | InterestRt |
| Security Provided Borrower | ALL CORPORATE ASSETS | SecurityProvidedBorrowerTxt |
| Loan Purpose | OPERATING FUND | LoanPurposeTxt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $28,350 | Amt |
| Net Investment Income | $28,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $101 | $101 | $0 |
| FEDERAL TAXES PAID | $2,912 | $0 | $0 |