Civic Intelligence

The Maxwelton and Lachlan Foundation

EIN 26-2916589 • 501(c)3 • Charlottesville, VA

Pub. 78 Eligible990-N Coverage

Profile

The maxwelton and lachlan foundation is an organization established to provide financial support for camper tuitions and attendance to the summer camp. The foundation provides need-based scholarships to campers at camp maxwelton and camp lachlan.

P O Box 2201Charlottesville, VA 22902

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

4.4%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$561,081

Up $62,845 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$561,081

Up $62,845 (+13%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin80th percentile

Revenue

Up

$43,996

Up $1,845 (+4.4%) from 2024

Expenses

Up

$31,558

Up $9,678 (+44%) from 2024

Net Income

Down

$12,438

Down $7,833 (-39%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $195,980Liabilities 2018: $0Net Assets 2018: $195,9802018Assets 2023: $421,987Liabilities 2023: $0Net Assets 2023: $421,9872023Assets 2024: $498,236Liabilities 2024: $0Net Assets 2024: $498,2362024Assets 2025: $561,081Liabilities 2025: $0Net Assets 2025: $561,0812025

Highlighted filing

2025

Assets$561,081
Liabilities$0
Net Assets$561,081
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2018: $92,051Expenses 2018: $16,721Net Income 2018: $75,3302018Revenue 2023: $52,944Expenses 2023: $21,376Net Income 2023: $31,5682023Revenue 2024: $42,151Expenses 2024: $21,880Net Income 2024: $20,2712024Revenue 2025: $43,996Expenses 2025: $31,558Net Income 2025: $12,4382025

Highlighted filing

2025

Revenue$43,996
Expenses$31,558
Net Income$12,438
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$561,081
Liabilities
$0
Net assets
$561,081
Revenue
$43,996
Expenses
$31,558
Net income
$12,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.44$0.32$0.12
2024Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.42$0.22$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.53$0.21$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.92$0.17$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 6, 2026
Return Version
2025v4.0
Gross Receipts
$43,996
Mission and Program Overview

Mission

The maxwelton and lachlan foundation is an organization established to provide financial support for camper tuitions and attendance to the summer camp. The foundation provides need-based scholarships to campers at camp maxwelton and camp lachlan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$461,941$523,708▲ $61,767
Cash and Non-Interest-Bearing Accounts$36,295$37,373▲ $1,078
Total Assets$498,236$561,081▲ $62,845
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$498,236$561,081▲ $62,845
Total Net Assets Fund Balance$498,236$561,081▲ $62,845
Total Liabilities and Net Assets / Fund Balance$498,236$561,081▲ $62,845

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$523,708--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Molly Moore GreenPresident
Kathleen Belk DoffermyreDirector
Meredith Williams AllinDirector
Rendall Lawrence HarrisDirector
William David BarrDirector
William Robertson Beverley HersheyDirector
Samuel Robert Fishleigh AllinSecretary
George J Mcvey JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,789
Program Service Revenue
$0
Investment Income
$10,207
Other Revenue
$0
All Other Contributions
$33,789
Change in Net Assets
$12,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$1,558
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$525-$525
Other Expenses-$75-$75
Total Functional Expenses$30,000$1,558$0$31,558
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Summer Clan IncRockbridge Baths, VA-Need-based Scholarships for Campers$30,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees that are subsidiary to the governing body.”

Form 990, Part VI, Section B, Line 11B

“The board treasurer reviews the form 990 before it is submitted to the irs.”

Form 990, Part VI, Section C, Line 18

“The organization's tax filing is available on guidestar.org and upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
The Maxwelton and Lachlan Foundation
EIN
26-2916589
Phone
4342200356
Address
P O BOX 2201, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
George J Mcvey Jr
Title
Treasurer
Phone
4342200356
Signed
2026-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George J Mcvey Jr
Formed
2008
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C Penix
Phone
5404637121
Raw XML Appendix347 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MAXWELTON AND LACHLAN FOUNDATION IS AN ORGANIZATION ESTABLISHED TO PROVIDE FINANCIAL SUPPORT FOR CAMPER TUITIONS AND ATTENDANCE TO THE SUMMER CAMP. THE FOUNDATION PROVIDES NEED-BASED SCHOLARSHIPS TO CAMPERS AT CAMP MAXWELTON AND CAMP LACHLAN.
IRS990/AllOtherContributionsAmt033789
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GEORGE J MCVEY JR
IRS990/BooksInCareOfDetail/PhoneNum04342200356
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0310 SOUTH JEFFERSON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt036295
IRS990/CashNonInterestBearingGrp/EOYAmt037373
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt033789
IRS990/CYGrantsAndSimilarPaidAmt030000
IRS990/CYInvestmentIncomeAmt010207
IRS990/CYOtherExpensesAmt01558
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt012438
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt031558
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043996
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIP GRANTS FOR SUMMER CAMP
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt030000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0525
IRS990/FeesForServicesAccountingGrp/TotalAmt0525
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0SAMUEL ROBERT FISHLEIGH ALLIN
IRS990/Form990PartVIISectionAGrp/PersonNm1MOLLY MOORE GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm2GEORGE J MCVEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm3MEREDITH WILLIAMS ALLIN
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM ROBERTSON BEVERLEY HERSHEY
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHLEEN BELK DOFFERMYRE
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM DAVID BARR
IRS990/Form990PartVIISectionAGrp/PersonNm7RENDALL LAWRENCE HARRIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt030000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt030000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt043996
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010207
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010207
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0461941
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0523708
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MAXWELTON AND LACHLAN FOUNDATION IS AN ORGANIZATION ESTABLISHED TO PROVIDE FINANCIAL SUPPORT FOR CAMPER TUITIONS AND ATTENDANCE TO THE SUMMER CAMP. THE FOUNDATION PROVIDES NEED-BASED SCHOLARSHIPS TO CAMPERS AT CAMP MAXWELTON AND CAMP LACHLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0498236
IRS990/NetAssetsOrFundBalancesEOYAmt0561081
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt050407
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0498236
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0561081
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0707
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING AND MAILING
IRS990/OtherExpensesGrp/Desc1POST OFFICE BOX
IRS990/OtherExpensesGrp/Desc2ANNUAL REGISTRATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0776
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1182
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt275
IRS990/OtherExpensesGrp/TotalAmt0776
IRS990/OtherExpensesGrp/TotalAmt1182
IRS990/OtherExpensesGrp/TotalAmt275
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GEORGE J MCVEY JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt031632
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt020450
IRS990/PYInvestmentIncomeAmt010519
IRS990/PYOtherExpensesAmt0930
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt020271
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt021880
IRS990/PYTotalProfFndrsngExpnsAmt0500
IRS990/PYTotalRevenueAmt042151
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt012438
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0178586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010519
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03574
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt038113
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82410
IRS990ScheduleA/PublicSupportPY170Pct00.84360
IRS990ScheduleA/PublicSupportTotal170Amt0178586
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt031632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044362
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035826
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0178586
IRS990ScheduleA/TotalSupportAmt0216699
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0523708
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DAVENPORT INVESTMENT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0523708
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0NEED-BASED SCHOLARSHIPS FOR CAMPERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SUMMER CLAN INC
IRS990ScheduleI/RecipientTable/RecipientEIN0541589215
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0946 WALKERS CREEK ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCKBRIDGE BATHS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024473
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS CLOSELY ALIGNED WITH THE CAMPS THAT IT SUPPORTS AND IS MONITORED BY THE BOARD OF DIRECTORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT ARE SUBSIDIARY TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD TREASURER REVIEWS THE FORM 990 BEFORE IT IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S TAX FILING IS AVAILABLE ON GUIDESTAR.ORG AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0498236
IRS990/TotalAssetsEOYAmt0561081
IRS990/TotalAssetsGrp/BOYAmt0498236
IRS990/TotalAssetsGrp/EOYAmt0561081
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt033789
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030000
IRS990/TotalFunctionalExpensesGrp/TotalAmt031558
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0498236
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0561081
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010207
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0498236
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0561081
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0P O BOX 2201
IRS990/USAddress/CityNm0CHARLOTTESVILLE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022902
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE J MCVEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04342200356
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MAXWELTON AND LACHLAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAXW
ReturnHeader/Filer/EIN0262916589
ReturnHeader/Filer/PhoneNum04342200356
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2201
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541298267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAETZ & HAWKINS PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 SOUTH RANDOLPH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244500916
ReturnHeader/PreparerPersonGrp/PhoneNum05404637121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCAS C PENIX
ReturnHeader/ReturnTs02026-02-06T11:46:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.