HERGET FAMILY CHRTBLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HERGET FAMILY CHRTBLE FOUNDATION (EIN 54-1968720)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-11
- IRS object ID
- 201120709349100002
- Schema version
- 2010v3.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-11T16:13:49-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 TYSONS BOULEVARD | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 221024261 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541968720 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERGET FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERG | NameControl |
| Phone | 7039609137 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 BELLE HAVEN ROAD | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 22307 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anne S Herget | Name |
| Title | President | Title |
| Date Signed | 2011-03-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039183000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1007020 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 300000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 4128 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4128 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -9302 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 100351 | GrossSalesPrice |
| Total Revenue And Expenses | 294826 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4128 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2600 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 159100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 159100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 161700 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 159100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 133126 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4128 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 334313 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 328705 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 328705 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 514010 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 652744 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 678315 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 848323 | TotalAssetsBOY |
| Total Assets EOY | 981449 | TotalAssetsEOY |
| Total Assets EOYFMV | 1007020 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 848323 | RetainedEarningsBOY |
| Retained Earnings EOY | 981449 | RetainedEarningsEOY |
| Total Net Assets BOY | 848323 | TotalNetAssetsBOY |
| Total Net Assets EOY | 981449 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 848323 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 981449 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 848323 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 133126 | ExcessOfRevenueOverExpenses |
| Subtotal | 981449 | Subtotal |
| Total Net Assets Fund Balances EOY | 981449 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| 2,855.511 SHS JPMORGAN INTREPID INTL FUND | 2010-11-09 | 50000 | 57624 | -7624 | -7624 |
| 3,261.579 SHS JPMORGAN TR I | 2010-11-09 | 50000 | 52029 | -2029 | -2029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -9302 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 149050 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 839723 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.177499 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 137411 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1066455 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.128848 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 96825 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1246563 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.077674 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 152338 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1125557 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.135345 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 175562 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1267160 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.138548 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.657914 | TotalDistributionRatio |
| Average Distribution Ratio | 0.131583 | AverageDistributionRatio |
| Net Noncharitable Assets | 784809 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 103268 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 41 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 103309 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 159100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 41 | InvestmentIncomeExciseTax |
| Subtotal | 41 | Subtotal |
| Tax Based On Investment Income | 41 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 183 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 183 | TotalCreditsAndPayments |
| Overpayment | 142 | Overpayment |
| Amount Credited To Next Year | 142 | 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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | false | 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 | ANNE S HERGET | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7039609137 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 BELLE HAVEN ROAD | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22307 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE S HERGET | ||||||||
| 2203 BELLE HAVEN ROAD | Alexandria | VA | 22307 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| R PHILIP HERGET III | ||||||||
| 2203 BELLE HAVEN ROAD | Alexandria | VA | 22307 | SECRETARY | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 511850 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 284910 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 796760 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 796760 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11951 | CashDeemedCharitable |
| Net Noncharitable Assets | 784809 | NetNoncharitableAssets |
| Minimum Investment Return | 39240 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39240 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 41 | TaxBasedOnInvestmentIncome |
| Total Tax | 41 | TotalTax |
| Distributable Amount Before Adj | 39199 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 39199 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 39199 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 159100 | 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 | 159100 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 41 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 159059 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 39199 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 113694 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 96984 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 36393 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 84466 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 107131 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 438668 | TotalExcessDistriCarryover |
| Qualifying Distributions | 159100 | QualifyingDistributions |
| Applied To Current Year | 39199 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 119901 | RemainingDistriFromCorpus |
| Total Corpus | 558569 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 113694 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 444875 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 96984 | ExcessFromYear4 |
| Excess From Year3 | 36393 | ExcessFromYear3 |
| Excess From Year2 | 84466 | ExcessFromYear2 |
| Excess From Year1 | 107131 | ExcessFromYear1 |
| Excess From Current Year | 119901 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R PHILIP HERGET III | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE CHILD AND FAMILY NETWORK CENTERS | |||||||
| 3701-A MOUNT VERNON AVENUE | ALEXANDRIA | VA | 22305 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $5,000 |
| THE LIVING CLASSROOMS FOUNDATION | |||||||
| 802 SOUTH CAROLINE STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC 501(3)(C) | GENERAL PURPOSES | $5,000 |
| THE COLLEGE FOUNDATION OF THE UNIV OF VIRGINIA | |||||||
| 2410 OLD IVY ROAD SUITE 100 | CHARLOTTESVILLE | VA | 22904 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $65,250 |
| ALEXANDRIA SYMPHONY ORCHESTRA | |||||||
| 109 N HENRY STREET | Alexandria | VA | 22314 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $1,400 |
| THE RICHARD BLAND COLLEGE FOUNDATION | |||||||
| 11301 JOHNSON ROAD | Petersburg | VA | 23805 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $10,000 |
| THE COLLEGE OF WILLIAM AND MARY | |||||||
| PO BOX 8795 | PETERSBURG | VA | 23805 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $45,000 |
| UNITED FUND OF TALBOT COUNTY | |||||||
| 121 N WASHINGTON STREET | WILLIAMSBURG | VA | 231878795 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $500 |
| UNIVERSITY OF VIRGINIA | |||||||
| MCCORMICK ROAD | EASTON | MD | 21601 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $5,000 |
| FOCUS | |||||||
| 250 West Main Street Suite 200 | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $250 |
| ST STEPHEN'S & ST AGNES SCHOOL | |||||||
| 1000 St Stephens Road | Charlottesville | VA | 22902 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $20,000 |
| ST COLETTA OF GREATER WASHINGTON | |||||||
| 1901 Independence Avenue Southeast | ALEXANDRIA | VA | 22304 | NONE | PUBLIC 501(C)(3) | GENERAL PURPOSES | $200 |
| THE CAMPAGNA CENTER | |||||||
| 418 S Washington St | Washington | DC | 20003 | NONE | Public 501(c)(3) | GENERAL PURPOSES | $1,000 |
| THE SARAH ELIZABETH HOWARD FOUNDATION INC | |||||||
| 2109 Wakefield Ct | Alexandria | VA | 22314 | NONE | Public 501(c)(3) | GENERAL PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 159100 | 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 | $4,128 | 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 |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$9,302 | 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 | -$5,174 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -5174 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
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 | R Philip and Lisa Herget | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2203 Belle Haven Road | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 22307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 300000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JP MORGAN MID-CAP VALUE FUND | 134030 | 150965 |
| JP MORGAN INTREPID AMERICA FD | 112909 | 103499 |
| JP MORGAN INTREPID IN'L FUND | 54429 | 51031 |
| HIGHBRIDGE STATISTICAL MARKET | 54439 | 52022 |
| JP MORGAN US EQUITY FUND | 51937 | 79632 |
| JP MORGAN ASIA EQUITY FUND | 50000 | 48120 |
| JP MORGAN HIGH YIELD BOND FUND | 50000 | 49096 |
| JP MORGAN SHRT DURATION BD FD | 145000 | 143950 |
Land Etc Schedule2 LandEtcSchedule2
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |