Civic Intelligence

John Eagle Delashmutt Jr Charitable Trust

990PF • Fiscal year 2014 • EIN 46-6913679

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 11, 2015

2114 Powhatan StFalls Church, VA 22043

(703) 919-0354

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

13th percentile

-29%

Higher net margin than 13% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

95th percentile

81%

Faster asset growth than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$4,576,422

Up $2,053,783 (+81%) from 2013

Net Assets

Up

$4,576,422

Up $2,053,783 (+81%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$193,793

Up $33,817 (+21%) from 2013

Expenses

Up

$249,104

Up $241,949 (+3382%) from 2013

Net Income

Down

-$55,311

Down $208,132 (-136%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2013: $2,522,639Liabilities 2013: $0Net Assets 2013: $2,522,6392013Assets 2014: $4,576,422Liabilities 2014: $0Net Assets 2014: $4,576,4222014Assets 2015: $5,385,938Liabilities 2015: $02015Assets 2016: $10,870,663Liabilities 2016: $0Net Assets 2016: $10,870,6632016Assets 2017: $10,801,640Liabilities 2017: $0Net Assets 2017: $10,801,6402017Assets 2018: $10,847,515Liabilities 2018: $0Net Assets 2018: $10,847,5152018Assets 2019: $10,706,785Liabilities 2019: $0Net Assets 2019: $10,706,7852019Assets 2020: $11,628,226Liabilities 2020: $0Net Assets 2020: $11,628,2262020Assets 2021: $23,208,592Liabilities 2021: $0Net Assets 2021: $23,208,5922021Assets 2022: $32,429,728Liabilities 2022: $0Net Assets 2022: $32,429,7282022Assets 2023: $31,117,869Liabilities 2023: $0Net Assets 2023: $31,117,8692023Assets 2024: $30,406,703Liabilities 2024: $0Net Assets 2024: $30,406,7032024

Highlighted filing

2014

Assets$4,576,422
Liabilities$0
Net Assets$4,576,422

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2013: $159,976Expenses 2013: $7,155Net Income 2013: $152,8212013Revenue 2014: $193,793Expenses 2014: $249,104Net Income 2014: -$55,3112014Revenue 2015: $262,046Expenses 2015: $251,599Net Income 2015: $10,4472015Revenue 2016: $343,061Expenses 2016: $316,800Net Income 2016: $26,2612016Revenue 2017: $388,098Expenses 2017: $448,627Net Income 2017: -$60,5292017Revenue 2018: $716,173Expenses 2018: $670,298Net Income 2018: $45,8752018Revenue 2019: $517,441Expenses 2019: $658,171Net Income 2019: -$140,7302019Revenue 2020: $1,572,202Expenses 2020: $653,616Net Income 2020: $918,5862020Revenue 2021: $12,217,165Expenses 2021: $635,947Net Income 2021: $11,581,2182021Revenue 2022: $10,278,262Expenses 2022: $1,065,870Net Income 2022: $9,212,3922022Revenue 2023: $784,588Expenses 2023: $1,528,145Net Income 2023: -$743,5572023Revenue 2024: $1,092,645Expenses 2024: $1,803,811Net Income 2024: -$711,1662024

Highlighted filing

2014

Revenue$193,793
Expenses$249,104
Net Income-$55,311
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 11, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTIAN BYRNE DELASHMUTTCo-Trustee-$0--
ANNA LEE GRINDERCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
John Eagle Delashmutt Jr Charitable Trust
EIN
46-6913679
Phone
7039190354
Address
2114 POWHATAN ST, FALLS CHURCH, VA 22043

Signing Officer

Name
Anna Lee Grinder
Title
Co-trustee
Phone
7039190354
Signed
2015-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Homes Lowry Horn & Johnson Ltd
Address
3998 FAIR RIDGE DRIVE SUITE 360, FAIRFAX, VA 22033-2907
Preparer
Roger W Overton
Phone
7032814880
Raw XML Appendix369 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.

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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHRISTIAN BYRNE DELASHMUTT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02114 POWHATAN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FALLS CHURCH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022043
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07039190354
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION IS A PRIVATE NONOPERATING FOUNDATION. ITS CHARITABLE PURPOSE IS TO PROVIDE FUNDS TO TWO QUALIFIED CHARITABLE ENTITIES, THE UNIVERSITY OF VIRGINIA AND THE PROTESTANT EPISCOPAL FOUNDATION FOR THE DISTRICT OF COLUMBIA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO FURTHER THE ORGANIZATION'S EXEMPT PU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION TO FURTHER THE ORGANIZATION'S EXEMPT PU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION OF THE DISTRICT OF COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 400222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1WISCONSIN AND MASSACHUSETTS AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0229044222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1200165098
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0103154
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt096846
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0184378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt081224
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt096846
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01123
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt154
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CAPITAL GAINS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03713
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03713
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt168
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07412
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt177687
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1: ESTATE OF JOHN E. DELASHMUTT, JR. - STATE INCOME TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1: ESTATE OF JOHN E. DELASHMUTT, JR. - NET RENTAL INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07412
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt177687
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07412
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt177687
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02108419
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1675
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FUNDS RECEIVED FROM JOHN EAGLE DELASHMUTT, JR. REVOCABLE TRUST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONDIVIDENDS DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt038088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PNC BANK #9387 - AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt038088
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0JOHN E DELASHMUTT JR REVOCABLE TRUST DATED OCTOBER 29 2010
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02114 POWHATAN ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0FALLS CHURCH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd022043
TaxesSchedule/TaxesDetail/Amt01099
TaxesSchedule/TaxesDetail/Amt13056
TaxesSchedule/TaxesDetail/Amt23080
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID FROM PNC BANK #9387
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - 2013
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX - 2014
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01099
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13056
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23080
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA LEE GRINDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07039190354
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN EAGLE DELASHMUTT JR CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0466913679
ReturnHeader/Filer/PhoneNum07039190354
ReturnHeader/Filer/USAddress/AddressLine1Txt02114 POWHATAN ST
ReturnHeader/Filer/USAddress/CityNm0FALLS CHURCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022043
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540975470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOMES LOWRY HORN & JOHNSON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03998 FAIR RIDGE DRIVE SUITE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0220332907
ReturnHeader/PreparerPersonGrp/PhoneNum07032814880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER W OVERTON
ReturnHeader/ReturnTs02015-07-07T12:19:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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