WORMALD FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WORMALD FAMILY FOUNDATION INC (EIN 20-2047616)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-08-22
- IRS object ID
- 201312349349100106
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-22T13:32:50-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202047616 | EIN |
Name Name
| 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 Name | % ROBERT K WORMALD | InCareOfName |
| Name Control | WORM | NameControl |
| Phone | 3016956614 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT K WORMALD | Name |
| Title | PRESIDENT | Title |
| Phone | 3016529100 | Phone |
| Date Signed | 2013-08-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL D HARLOW CPA | Name |
| Phone | 3016529100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 542137 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 198 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 198 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7357 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7357 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1199 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7866 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 37 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 37 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 206393 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7592 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 1250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 145 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 145 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1624 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1624 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 3019 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3019 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 27500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 27500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30519 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3019 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 27500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 175874 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4573 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 78384 | CashBOY |
| Cash EOY | 233644 | CashEOY |
| Cash EOYFMV | 233644 | CashEOYFMV |
| Investments Corp Stock BOY | 248322 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 268936 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 308493 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 326706 | TotalAssetsBOY |
| Total Assets EOY | 502580 | TotalAssetsEOY |
| Total Assets EOYFMV | 542137 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 326706 | UnrestrictedBOY |
| Unrestricted EOY | 502580 | UnrestrictedEOY |
| Total Net Assets BOY | 326706 | TotalNetAssetsBOY |
| Total Net Assets EOY | 502580 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 326706 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 502580 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 326706 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 175874 | ExcessOfRevenueOverExpenses |
| Subtotal | 502580 | Subtotal |
| Total Net Assets Fund Balances EOY | 502580 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| FIFTH THIRD BANCORP | 2005-04-07 | 2012-12-24 | 1127 | 3262 | -2135 | -2135 |
| CINCINNATI FINANCIAL CORP | 2010-01-12 | 2013-01-25 | 4249 | 2678 | 1571 | 1571 |
| MHI HOSPITALITY CORP | 2006-03-16 | 2013-04-02 | 1245 | 2684 | -1439 | -1439 |
| MHI HOSPITALITY CORP | 2009-11-30 | 2013-04-02 | 1245 | 441 | 804 | 804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1199 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 270029 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053698 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15773 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 235249 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.067048 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13899 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 195277 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.071176 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9935 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 78269 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.126934 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 10000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 414301 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.024137 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.342993 | TotalDistributionRatio |
| Average Distribution Ratio | 0.068599 | AverageDistributionRatio |
| Net Noncharitable Assets | 374739 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 25707 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 46 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 25753 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 27500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 46 | InvestmentIncomeExciseTax |
| Subtotal | 46 | Subtotal |
| Tax Based On Investment Income | 46 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 46 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K WORMALD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3016956614 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 255403 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 125043 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 380446 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 380446 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5707 | CashDeemedCharitable |
| Net Noncharitable Assets | 374739 | NetNoncharitableAssets |
| Minimum Investment Return | 18737 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18737 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 46 | TaxBasedOnInvestmentIncome |
| Total Tax | 46 | TotalTax |
| Distributable Amount Before Adj | 18691 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 18691 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 18691 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 27500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 27500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 46 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 27454 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18691 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year3 | 389 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4465 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1142 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5996 | TotalExcessDistriCarryover |
| Qualifying Distributions | 27500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 18691 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8809 | RemainingDistriFromCorpus |
| Total Corpus | 14805 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 14805 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 389 | ExcessFromYear3 |
| Excess From Year2 | 4465 | ExcessFromYear2 |
| Excess From Year1 | 1142 | ExcessFromYear1 |
| Excess From Current Year | 8809 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT AND MYRA WORMALD | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| YOUNG LIFE | ||||||
| PO BOX 1685 | HERNDON | VA | 20172 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CENTRAL UNION MISSION | ||||||
| 1350 R STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| 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 | $5,000 |
| INTERNATIONAL CHRISTIAN CONCERN | ||||||
| 2020 PENNSYLVANIA AVENUE NW 941 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 27500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,555 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $37 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,199 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,393 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6393 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROBERT AND MYRA WORMALD | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 200000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,250 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BAC MKT LNK STP UP SV | 10000 | 12652 |
| ML&CO STRICES EXXON | 33588 | 36188 |
| MIDDLEBURG TRUST HOLDINGS | 101447 | 98656 |
| SPECTOR SPDR FINANCIAL | 10318 | 21824 |
| FIDUCIARY/CLAY MLP | 10629 | 12870 |
| CHARLES SCHWAB EQUITIES | 78356 | 95723 |
| CHARLES SCHWAB INVESTMENTS | 14598 | 20530 |
| HGX CLIRN ISSUER HSBC CAP | 10000 | 10050 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT EXPENSES | Description |
| Revenue And Expenses Per Books | 1624 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1624 | NetInvestmentIncome |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 37 | RevenueAndExpensesPerBooks |
| Net Investment Income | 37 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $145 | Amount |
| Net Investment Income | 145 | NetInvestmentIncome |