FOGGY BOTTOM ASSOCIATION DEFENSE AND IMPROVEMENT CORPORATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: FOGGY BOTTOM ASSOCIATION DEFENSE AND IMPROVEMENT CORPORATION (EIN 34-2010528)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-03-13
IRS object ID: 201330729349300048
Schema version: 2012v2.0
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
Schedule A
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-03-13T14:59:37-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NANETTE K MILLER CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2450 VIRGINIA AVE NW E309	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20037	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	342010528	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	FOGGY BOTTOM ASSN DEFENSE AND IMPROVEMENT	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	FOGG	NameControl
Phone	2029653896	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2537 QUEEN ANNES LANE NW	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20037	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID HERTZFELDT	Name
Title	TREASURER	Title
Phone	2029653896	Phone
Date Signed	2013-03-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	NAN MILLER CPA	Name
Phone	2024637600	Phone
Date Prepared	2013-03-13	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DAVID HERTZFELDT	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2537 QUEEN ANNES LANE NW	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20037	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	163244	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2004	YearFormation
State Legal Domicile	DC	StateLegalDomicile
Activity Or Mission Description	SEE ATTACHMENT 1	ActivityOrMissionDescription
Nbr Voting Members Governing Body	7	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	7	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	160939	InvestmentIncomePriorYear
Investment Income Current Year	163244	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	160939	TotalRevenuePriorYear
Total Revenue Current Year	163244	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	52505	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	75749	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2382	OtherExpensePriorYear
Other Expenses Current Year	1179	OtherExpensesCurrentYear
Total Expenses Prior Year	54887	TotalExpensesPriorYear
Total Expenses Current Year	76928	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	106052	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	86316	RevenuesLessExpensesCY
Total Assets BOY	2532303	TotalAssetsBOY
Total Assets EOY	2784163	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	2532303	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	2784163	NetAssetsOrFundBalancesEOY
Mission Description	SEE ATTACHMENT 1	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	75749	Expense
Grants	75749	Grants
Description	SEE ATTACHMENT 2.	Description
Total Program Service Expense	75749	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	7	NbrVotingGoverningBodyMembers
Number Independent Voting Members	7	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	false	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	THE ORGANIZATION	NamePerson
Telephone Number	2029653896	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2537 QUEEN ANNES LANE	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20037	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer
RONALD COCOME
PRESIDENT	1.00	X	X
ELIZABETH ELLIOTT
VICE PRESIDENT	1.00	X	X
DAVID HERTZFELDT
TREASURER	1.00	X	X
JACQUELINE LEMIRE
SECRETARY	1.00	X	X
JOY HOWELL
MEMBER	1.00	X
JANET FARBSTEIN
MEMBER	1.00	X
DONALD KREUZER
MEMBER	1.00	X

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	163244	TotalRevenueColumn
Exclusion	$163,244	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	163244	TotalRevenueColumn
Exclusion	$163,244	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	75749	Total
Program Services	75749	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	550	Total
Program Services	0	ProgramServices
Management And General	550	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	619	Total
Program Services	0	ProgramServices
Management And General	619	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	PRINTING	Description
Total	10	Total
Program Services	0	ProgramServices
Management And General	10	ManagementAndGeneral
Fundraising	0	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	76928	Total
Program Services	75749	ProgramServices
Management And General	1179	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	64294	BOY
EOY	50087	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	2468009	BOY
EOY	2734076	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2532303	BOY
EOY	2784163	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	2532303	BOY
EOY	2784163	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2532303	BOY
EOY	2784163	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2532303	BOY
EOY	2784163	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	86316	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	165544	ReconciliationUnrealizedInvest
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	155810	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	152408	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	155511	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	160939	CurrentTaxYearMinus1Year
Current Tax Year	163244	CurrentTaxYear
Total	787912	Total

Field	Value	IRS element (for citing)
Total Support	787912	TotalSupport
Public Support Pertcentage170	0	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.23370	PublicSupportPertcentPriorYear
Ten Percent Test Current Year	X	TenPercentTestCurrentYear
Public Support Total509	0	PublicSupportTotal509
Public Support Percentage509	0	PublicSupportPercentage509
Investment Income Percentage	0	InvestmentIncomePercentage
Facts And Circumstances Test	PT II LINE 17A: THE ORGANIZATION PROVIDES GRANTS FOR THE BETTERMENT OF FOGGY BOTTOM;	FactsAndCircumstancesTest

Schedule D IRS990ScheduleD

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	FRANKLIN MUTUAL FUNDS	Description
Book Value	2734076	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	2734076	TotalOfBookValueSecurities

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	FOGGY BOTTOM ASSOCIATION	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2537 QUEEN ANNES LANE NW	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20037	ZIPCode

Field	Value	IRS element (for citing)
EIN Of Recipient	521305901	EINOfRecipient
IRC Section	501(C)(3)	IRCSection
Amount Of Cash Grant	26279	AmountOfCashGrant
Purpose Of Grant	NBRHD IMPRMTS	PurposeOfGrant

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
EQUIPMENT	1	400
LANDSCAPING	1	785
EVENTS	2	4500
FOGGY BOTTOM ASSOCIATION GARDEN COMMITTEE	1	3500

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifier	ExplanationExplanation
Pt I Line 2	BOARD OF DIRECTORS APPROVES ALL GRANTS TO ENSURE GRANT MEETS OBJECTIVES
Pt I Line 2	OF THE ORGANIZATION.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 19	UPON REQUEST
Pt VI, Line 4	CHANGES WERE ONLY MADE TO SECTIONS III AND IV AND WERE ADMINISTRATIVE AND TECHNICAL IN NATURE. NO CHANGES WERE MADE TO THE TRUST PURPOSE, MISSION, ACCOUNTABILITY OR SPENDING RESTRICTIONS.
Pt VI, Line 8b	BOARD MINUTES ARE KEPT - NO SEPARATE COMMITTEES
Pt VI, Line 11b	TREASURER REVIEWS AND ELECTRONICALLY SIGNS 990 PRIOR TO FILING.
Pt XI	UNREALIZED LOSSES - INVESTMENT ENDOWMENT FUNDS MARKED TO MARKET AND RECORDED AT FMV
SCH A PART 11	SEE ATTACHMENT 3.
Form 990EZ, Part I, Line 8	EXPENSE REIMBURSEMENTS
Form 990EZ, Part I, Line 16	TAXES AND LICENSES TAX PREPARATION INSURANCE FACILITATOR LEGAL

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	FOGGY BOTTOM ASSOCIATION	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 58087	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20037	ZIPCode

Field	Value	IRS element (for citing)
EIN	521305901	EIN
Primary Activities	EDUCATION/ RESTORATION	PrimaryActivities
Legal Domicile State	DC	LegalDomicileState
Exempt Code Section	(C)(3)	ExemptCodeSection
Public Charity Status	ACTIVE	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NONE	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg