WORMALD FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WORMALD FAMILY FOUNDATION INC (EIN 20-2047616)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-08-27
- IRS object ID
- 201432399349100303
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-27T12:06:24-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208146583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202047616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORMALD FAMILY FOUNDATION INC THE | BusinessNameLine1 |
| Business Name Line2 | C/O ROBERT K WORMALD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT K WORMALD | InCareOfNm |
| Business Name Control | WORM | BusinessNameControlTxt |
| Phone | 3016956614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10121 CHAPEL ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 20854 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT K WORMALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016529100 | PhoneNum |
| Signature | 2014-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D HARLOW CPA | PreparerPersonNm |
| Phone | 3016529100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $533,528 | 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 |
| Interest On Sav Rev And Expnss | $200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,142 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,465 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $233,644 | CashBOYAmt |
| Cash EOY | $91,761 | CashEOYAmt |
| Cash EOYFMV | $91,761 | CashEOYFMVAmt |
| Corporate Stock BOY | $268,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $379,876 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $441,767 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $502,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $471,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $533,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $502,580 | UnrestrictedBOYAmt |
| Unrestricted EOY | $471,637 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $502,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $471,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $502,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $471,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $502,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,943 | ExcessRevenueOverExpensesAmt |
| Subtotal | $471,637 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $471,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VERIZON | 2014-02-25 | 2014-03-05 | $14 | $14 | ||
| GENERAL ELECTRIC | 2008-06-12 | 2014-04-30 | $2,676 | $2,933 | -$257 | -$257 |
| GMAC | 2005-01-14 | 2014-03-14 | $2,500 | $2,527 | -$27 | -$27 |
| HEWLETT-PACKARD | 2011-05-17 | 2014-05-12 | $3,283 | $3,651 | -$368 | -$368 |
| HOSPITALITY PROPERTIES TRUST | 2007-03-07 | 2014-03-20 | $5,577 | $8,273 | -$2,696 | -$2,696 |
| LINCOLN NATIONAL CORP | 2005-02-18 | 2013-07-25 | $3,647 | $4,890 | -$1,243 | -$1,243 |
| OLD REPUBLIC INTERNATIONAL | 2005-01-28 | 2013-10-28 | $3,115 | $3,505 | -$390 | -$390 |
| PITNEY BOWES | 2012-07-25 | 2013-11-25 | $2,372 | $1,331 | $1,041 | $1,041 |
| VODAFONE | 2009-10-09 | 2014-04-14 | $1,909 | $2,106 | -$197 | -$197 |
| VODAFONE | 2009-10-09 | 2014-03-06 | $23 | $21 | $2 | $2 |
| DJIA STEPUPEN ISSUER BAC | 2011-01-27 | 2014-01-24 | $13,727 | $10,000 | $3,727 | $3,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$408 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,454 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $374,739 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073262 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $270,029 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053698 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,773 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $235,249 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,899 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $195,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071176 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,935 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $78,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126934 | DistributionYr5Rt |
| Total Distribution | 0.392118 | TotalDistributionRt |
| Average Distribution | 0.078424 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $523,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,060 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $95 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,155 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $189 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $189 | SubtotalAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $189 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K WORMALD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016956614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10121 CHAPEL ROAD | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 20854 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT K WORMALD | ||||||||
| 10121 CHAPEL ROAD | POTOMAC | MD | 20854 | PRES/TREAS/DIRECTOR | 0 | $0 | $0 | $0 |
| MYRA E WORMALD | ||||||||
| 10121 CHAPEL ROAD | POTOMAC | MD | 20854 | SECRETARY, DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $371,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $531,541 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $531,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $523,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $189 | TotalTaxAmt |
| Distributable Before Adj | $25,989 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,989 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | 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 | $40,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $40,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,465 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,142 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $25,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,011 | RemainingDistriFromCorpusAmt |
| Total Corpus | $28,816 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $389 | ExcessFromYear4Amt |
| Excess From Year3 | $4,465 | ExcessFromYear3Amt |
| Excess From Year2 | $1,142 | ExcessFromYear2Amt |
| Excess From Year1 | $8,809 | ExcessFromYear1Amt |
| Excess From Current Year | $14,011 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT AND MYRA WORMALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YOUNG LIFE | ||||||
| PO BOX 1685 | HERNDON | VA | 20172 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| CENTRAL UNION MISSION | ||||||
| 1350 R STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| LEADING THE WAY | ||||||
| PO BOX 20100 | ATLANTA | GA | 30325 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FAMILY RESEARCH COUNCIL | ||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| INTERNATIONAL CHRISTIAN CONCERN | ||||||
| 2020 PENNSYLVANIA AVENUE NW 941 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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 | $11,657 | 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 | -$408 | 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 | $11,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,249 | 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 | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAC MKT LNK STP UP SV | $0 | $0 |
| ML&CO STRICES EXXON | $33,588 | $40,212 |
| MIDDLEBURG TRUST HOLDINGS | $99,764 | $104,385 |
| SPECTOR SPDR FINANCIAL | $10,318 | $24,519 |
| FIDUCIARY/CLAY MLP | $10,576 | $13,615 |
| CHARLES SCHWAB EQUITIES | $188,172 | $210,837 |
| CHARLES SCHWAB INVESTMENTS | $27,458 | $37,249 |
| HGX CLIRN ISSUER HSBC CAP | $10,000 | $10,950 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,142 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,142 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |