WORMALD FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WORMALD FAMILY FOUNDATION INC (EIN 20-2047616)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-10-11
- IRS object ID
- 201242859349100214
- Schema version
- 2011v1.3
- 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
- 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 | 2012-10-11T16:43:47-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REZNICK GROUP PC | 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 | 2011-06-01 | 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 |
| 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 |
| Date Signed | 2012-10-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEE ISAACSON CPA | Name |
| Phone | 3016529100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 292081 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 70000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 191 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 191 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6696 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6696 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -6000 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22810 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1418 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1418 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 72305 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8305 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Taxes Rev And Expnss | 417 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 417 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 739 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 739 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1156 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1156 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 15656 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1156 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 56649 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7149 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5210 | CashBOY |
| Cash EOY | 78384 | CashEOY |
| Cash EOYFMV | 78384 | CashEOYFMV |
| Investments Corp Stock BOY | 264847 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 248322 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 213697 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 270057 | TotalAssetsBOY |
| Total Assets EOY | 326706 | TotalAssetsEOY |
| Total Assets EOYFMV | 292081 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 270057 | UnrestrictedBOY |
| Unrestricted EOY | 326706 | UnrestrictedEOY |
| Total Net Assets BOY | 270057 | TotalNetAssetsBOY |
| Total Net Assets EOY | 326706 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 270057 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 326706 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 270057 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 56649 | ExcessOfRevenueOverExpenses |
| Subtotal | 326706 | Subtotal |
| Total Net Assets Fund Balances EOY | 326706 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| CONAGRA FOODS, INC. | 2010-12-03 | 2011-07-07 | 2630 | 2203 | 427 | 427 |
| CITIGROUP, INC. | 2005-03-09 | 2012-01-11 | 211 | 3366 | -3155 | -3155 |
| CITIGROUP, INC. | 2005-03-09 | 2011-06-07 | 20 | 240 | -220 | -220 |
| PUBLIC STORAGE DPS PREF SERV A | 2005-03-24 | 2011-09-20 | 3781 | 3560 | 221 | 221 |
| TELEFLEX INC COM | 2007-11-14 | 2012-05-09 | 6133 | 6441 | -308 | -308 |
| FORD STEPS ISSUER SEK | 2011-04-12 | 2012-04-27 | 10029 | 13000 | -2971 | -2971 |
| ROUSE PPTYS INC | 2011-03-14 | 2012-01-13 | 6 | 0 | 6 | 6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -6000 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 15773 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 235249 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067048 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 13899 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 195277 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.071176 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9935 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 78269 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.126934 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 414301 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.024137 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 103274 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048415 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.33771 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067542 | AverageDistributionRatio |
| Net Noncharitable Assets | 270029 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 18238 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 71 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 18309 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 143 | InvestmentIncomeExciseTax |
| Subtotal | 143 | Subtotal |
| Tax Based On Investment Income | 143 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 250 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 250 | TotalCreditsAndPayments |
| Overpayment | 107 | Overpayment |
| Amount Credited To Next Year | 107 | AmountCreditedToNextYear |
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 | 224343 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49798 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 274141 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 274141 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4112 | CashDeemedCharitable |
| Net Noncharitable Assets | 270029 | NetNoncharitableAssets |
| Minimum Investment Return | 13501 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13501 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 143 | TaxBasedOnInvestmentIncome |
| Total Tax | 143 | TotalTax |
| Distributable Amount Before Adj | 13358 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 13358 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 13358 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14500 | 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 | 14500 | QualifyingDistributions |
| Adj Qualifying Distributions | 14500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13358 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year2 | 389 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4465 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4854 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14500 | QualifyingDistributions |
| Applied To Current Year | 13358 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1142 | RemainingDistriFromCorpus |
| Total Corpus | 5996 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 5996 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 389 | ExcessFromYear2 |
| Excess From Year1 | 4465 | ExcessFromYear1 |
| Excess From Current Year | 1142 | 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 (6 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 | $3,500 |
| THE FALLS CHURCH | ||||||
| 115 E FAIRFAX STREET | FALLS CHURCH | VA | 22046 | PUBLIC CHARITY | GENERAL SUPPORT | $6,500 |
| KING OF THE NATIONS | ||||||
| 10400 DARNESTOWN ROAD | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| THE CATO INSTITUTE | ||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| CENTRAL UNION MISSION | ||||||
| 1350 R STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| INDIAN NATION INLAND MISSION | ||||||
| PO BOX 2603 | FOREST | VA | 24551 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14500 | 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 | $6,887 | 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 | $1,418 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$6,000 | 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 | $2,305 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2305 | 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 | 70000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
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 | 9991 |
| ML&CO STRICES EXXON | 33588 | 31452 |
| BAC STEPS F - FORD | 0 | 0 |
| MIDDLEBURG TRUST HOLDINGS | 101799 | 80231 |
| SPECTOR SPDR FINANCIAL | 10318 | 15411 |
| FIDUCIARY/CLAY MLP | 10940 | 10490 |
| CHARLES SCHWAB EQUITIES | 67079 | 49372 |
| CHARLES SCHWAB INVESTMENTS | 14598 | 16750 |
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 | 739 | RevenueAndExpensesPerBooks |
| Net Investment Income | 739 | NetInvestmentIncome |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 1418 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1418 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $417 | Amount |
| Net Investment Income | 417 | NetInvestmentIncome |