CATHERINE J MCGINNIS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE J MCGINNIS FAMILY FOUNDATION (EIN 54-1850520)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349104082
- Schema version
- 2025v4.0
- 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-PF
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T22:50:03-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852104502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOYLE SCHULTZ & BHATIA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 LIBRARY ST STE 500 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201906274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541850520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE J MCGINNIS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 3018297269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 454 | AddressLine1Txt |
| City | MOUNT AIRY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21771 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN M MEITZLER | PersonNm |
| Person Title | DIRECTOR/TRUSTEE | PersonTitleTxt |
| Phone | 5403385939 | PhoneNum |
| Signature | 2026-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R BRUCE HALL CPA | PreparerPersonNm |
| PTIN | P00744094 | PTIN |
| Phone | 2406313905 | PhoneNum |
| Preparation | 2026-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,861,062 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,817 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,817 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $637,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,245 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $235,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,608 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $23,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,374 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $45 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $45 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,979 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,215 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $139,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $492,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $492,030 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $471,196 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $2,427,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,549,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,369,032 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,606 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,606 | OtherAssetsEOYAmt |
| Total Assets BOY | $3,040,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,043,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,861,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,040,079 | CapitalStockBOYAmt |
| Retained Earning EOY | $3,043,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,040,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,043,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,040,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,043,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,040,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,010 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,043,089 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,043,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $203,188 | $250,209 | -$47,021 | -$47,021 | ||
| PUBLICLY TRADED SECURITIES | P | $380,570 | $256,457 | $124,113 | $124,113 | ||
| 135 SHARES OF AAPL STOCK | P | $28,609 | $431 | $28,178 | $28,178 | 2009-03-05 | 2025-04-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,245 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,923 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,923 | SubtotalAmt |
| Tax Based On Investment Income | $2,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,537 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,537 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,614 | OverpaymentAmt |
| Applied To ES Tax | $5,614 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | ERIN M MEITZLER | IndividualWithBooksNm |
| Phone | 3018297269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 BARTON CREEK DR | AddressLine1Txt |
| City | MOUNT AIRY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21771 | ZIPCd |
| 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARLENE M MCGINNIS | ||||||||
| 10737 MCGREGOR DR | COLUMBIA | MD | 21044 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| COLLEEN M MCGINNIS | ||||||||
| 201 BROWN RD | CHESTER | MD | 21619 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KELLYANN M ROYSTON | ||||||||
| 11202 YARDLEY PLACE | IJAMSVILLE | MD | 217548941 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ERIN M MEITZLER | ||||||||
| 3600 BARTON CREEK DR | MOUNT AIRY | MD | 21771 | DIRECTOR/TRU | 8.00 | $12,000 | $0 | $0 |
| KAITLIN M VERY | ||||||||
| 151 JOHN GIBSON DR | CHESTER | MD | 21619 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CONNOR D ROYSTON | ||||||||
| 1015 COLUMBIA AVE | FORT WAYNE | IN | 46805 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TRISTAN C MEITZLER | ||||||||
| 3600 BARTON CREEK DR | MOUNT AIRY | MD | 21771 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TAYLOR C ROYSTON | ||||||||
| 11202 YARDLEY PLACE | IJAMSVILLE | MD | 21754 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JONATHAN M MEITZLER | ||||||||
| 3600 BARTON CREEK DR | MOUNT AIRY | MD | 21771 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,122,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,340,228 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,340,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,275,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,923 | TotalTaxAmt |
| Distributable Before Adj | $210,833 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $210,833 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $210,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,260 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $195,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $173,227 | UndistributedIncomePYAmt |
| Qualifying Distributions | $195,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $173,227 | AppliedToYear1Amt |
| Applied To Current Year | $22,033 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $188,800 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | DISASTER RELIEF | $10,000 |
| AMERICARES | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | PC | DISASTER RELIEF | $10,000 |
| MERCY MEDICAL ANGELS | |||||||
| 101 WEST MAIN ST 1000 | NORFOLK | VA | 23510 | NONE | PC | MEDICAL TRANSPORT | $5,000 |
| BLUE RIDGE FOOD BANK | |||||||
| PO BOX 937 | VERONA | VA | 24482 | NONE | PC | FOOD FOR THE POOR | $25,000 |
| CAPUCHIN FRANCISCAN FRIARS | |||||||
| PO BOX 839 | UNION CITY | NJ | 070870839 | NONE | PC | SERVICE TO THE POOR | $3,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 5200 | HARLAN | IA | 515930700 | NONE | PC | DISASTER RELIEF | $20,000 |
| DOMINICAN SISTERS OF HOPE | |||||||
| 299 N HIGHLAND AVE | OSSINING | NY | 10562 | NONE | PC | SERVICE TO THE POOR | $3,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR 2000 | CHICAGO | IL | 60601 | NONE | PC | FOOD FOR THE POOR | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 3741 COMMERCE DR 309 | BALTIMORE | MD | 21227 | NONE | PC | HOUSING ASSISTANCE | $2,000 |
| HARRY K FOUNDATION | |||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PC | FOOD FOR THE POOR | $30,000 |
| LOUDOUN FREE CLINIC | |||||||
| 224A CORNWALL ST NW | LEESBURG | VA | 20176 | NONE | PC | MEDICAL ASSISTANCE | $5,000 |
| MARSHALL LEGACY INST CHAMPS PROGRAM | |||||||
| 2425 WILSON BLVD STE 240 | ARLINGTON | VA | 22203 | NONE | PC | AID AND RELIEF | $20,000 |
| MONASTERY OF ST VERONICA GUILIANI | |||||||
| 816 JEFFERSON ST | WILMINGTON | DE | 19801 | NONE | PC | SERVICE TO THE POOR | $3,000 |
| SALVATION ARMY LOUDOUN COUNTY CORPS | |||||||
| 10 CARDINAL PARK DR | LEESBURG | VA | 20175 | NONE | PC | ASSISTANCE FOR THE POOR | $5,000 |
| TRINITY COLLEGIATE SCHOOL | |||||||
| 5001 HOFFMEYER RD | DARLINGTON | SC | 29532 | NONE | PC | STUDENT SCHOLARSHIPS | $15,000 |
| UNBOUND | |||||||
| 1 ELMWOOD AVENUE | KANSAS CITY | KS | 66103 | NONE | PC | SCHOLARSHIP FUNDS | $10,000 |
| THE V FDTN FOR CANCER RESEARCH | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | MEDICAL RESEARCH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,817 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,546 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,245 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $235,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,623 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARLENE M MCGINNIS | PersonNm |
| Short Explanation | TRUSTEE PASSED AWAY 09/14/25. | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $2,549,453 | EOYBookValueAmt |
| EOYFMV | $4,369,032 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT RECONCILIATION | Desc |
| BOY Book Value | $1,606 | BOYBookValueAmt |
| EOY Book Value | $1,606 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| CREDIT CARD FEES | $695 | $695 |
| PROFESSIONAL FEES | $7,800 | $7,800 |
| QUICKBOOKS FEES | $445 | $445 |
| MEALS | $275 | $275 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTES RECEIVABLE | BusinessNameLine1Txt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $23,179 | $23,179 |
| BANK FEES | $195 | $195 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,979 | Amt |
| Net Investment Income | $1,979 | NetInvestmentIncomeAmt |