Civic Intelligence

The Merrill Foundation Inc.

990PF • Fiscal year 2019 • EIN 52-1490571

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

Organization Profile
8401 Greensboro Dr 800Mclean, VA 22102

(410) 949-2913

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

18th percentile

$30,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

31st percentile

0.1%

Faster asset growth than 31% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$42,517,389

Up $47,982 (+0.1%) from 2018

Net Assets

Up

$42,517,389

Up $1,143,086 (+2.8%) from 2018

Liabilities

Down

$0

Down $1,095,104 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin77th percentile

Revenue

Down

$3,650,623

Down $28,603,446 (-89%) from 2018

Expenses

Down

$2,760,485

Down $111,770 (-3.9%) from 2018

Net Income

Down

$890,138

Down $28,491,676 (-97%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$60M$40M$20M$0Assets 2011: $13,763,808Liabilities 2011: $02011Assets 2012: $14,112,746Liabilities 2012: $02012Assets 2013: $14,761,110Liabilities 2013: $0Net Assets 2013: $14,761,1102013Assets 2014: $15,003,452Liabilities 2014: $0Net Assets 2014: $15,003,4522014Assets 2015: $14,777,397Liabilities 2015: $0Net Assets 2015: $14,777,3972015Assets 2016: $18,418,249Liabilities 2016: $67,859Net Assets 2016: $18,350,3902016Assets 2017: $20,249,048Liabilities 2017: $156,480Net Assets 2017: $20,092,5682017Assets 2018: $42,469,407Liabilities 2018: $1,095,104Net Assets 2018: $41,374,3032018Assets 2019: $42,517,389Liabilities 2019: $0Net Assets 2019: $42,517,3892019Assets 2020: $45,720,185Liabilities 2020: $0Net Assets 2020: $45,720,1852020Assets 2021: $46,587,027Liabilities 2021: $0Net Assets 2021: $46,587,0272021Assets 2022: $45,144,966Liabilities 2022: $0Net Assets 2022: $45,144,9662022Assets 2023: $41,881,227Liabilities 2023: $0Net Assets 2023: $41,881,2272023Assets 2024: $42,170,031Liabilities 2024: $0Net Assets 2024: $42,170,0312024

Highlighted filing

2019

Assets$42,517,389
Liabilities$0
Net Assets$42,517,389
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $1,582,627Expenses 2011: $1,648,876Net Income 2011: -$66,2492011Revenue 2012: $1,605,475Expenses 2012: $1,256,541Net Income 2012: $348,9342012Revenue 2013: $2,288,374Expenses 2013: $1,640,010Net Income 2013: $648,3642013Revenue 2014: $1,658,345Expenses 2014: $1,465,558Net Income 2014: $192,7872014Revenue 2015: $1,007,770Expenses 2015: $1,514,037Net Income 2015: -$506,2672015Revenue 2016: $4,963,939Expenses 2016: $1,402,163Net Income 2016: $3,561,7762016Revenue 2017: $3,503,636Expenses 2017: $1,746,842Net Income 2017: $1,756,7942017Revenue 2018: $32,254,069Expenses 2018: $2,872,255Net Income 2018: $29,381,8142018Revenue 2019: $3,650,623Expenses 2019: $2,760,485Net Income 2019: $890,1382019Revenue 2020: $6,752,665Expenses 2020: $3,886,583Net Income 2020: $2,866,0822020Revenue 2021: $6,044,493Expenses 2021: $5,356,375Net Income 2021: $688,1182021Revenue 2022: $3,853,167Expenses 2022: $5,233,070Net Income 2022: -$1,379,9032022Revenue 2023: $1,803,081Expenses 2023: $5,058,153Net Income 2023: -$3,255,0722023Revenue 2024: $6,710,600Expenses 2024: $4,742,207Net Income 2024: $1,968,3932024

Highlighted filing

2019

Revenue$3,650,623
Expenses$2,760,485
Net Income$890,138
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE MERRILL WILLIAMSDirectorPT$30,000-$30,000
DOUGLAS MERRILLDirectorPT$30,000-$30,000
NANCY MERRILLPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Merrill Foundation Inc
EIN
52-1490571
In Care Of
% SHARON BERMAN
Phone
4109492913
Address
8401 GREENSBORO DR 800, MCLEAN, VA 22102

Signing Officer

Name
Nancy Merrill
Title
President
Phone
7038930600
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Sharon K Berman
Phone
7038930600
Raw XML AppendixShowing 400 of 476 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE MARYLAND STATE ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF FORM 990-PF FROM A FOUNDATION THAT DOES NOT SOLICIT CONTRIBUTIONS WITHIN THE STATE.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ML #2076 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ML #2064 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ML #2074 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ML #2074 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ML #2032 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ML #2032 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FM #2930 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FM #2930 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WELLS FARGO & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02848152
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0890138
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0252948
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt042517389
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt041374303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt042517389
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02672108
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02672108
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02672108
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02737343
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt065235
IRS990PF/DistributableAmountGrp/TotalTaxAmt065235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt053122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0118357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt065235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt053122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt065235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt065235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0118357
IRS990PF/FMVAssetsEOYAmt057759822
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt046556
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt030191
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt046556
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt046556
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02499279
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04403063
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04403063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0631196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0414505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0449246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt037202076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt035953843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt047375988
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0930697
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0930697
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04677599
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01095104
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt041374303
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt042517389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt042469407
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt042517389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt057759822
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01095104
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt042469407
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt042517389
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt041374303
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt042517389
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01175968
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0768725
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0807370
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt055580574
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02955509
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt045153972
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0833709
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07471093
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02737343
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt054746865
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt055580574
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY MERRILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHERINE MERRILL WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOUGLAS MERRILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0906 CHILDS POINT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12323 WYOMING STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2122 MARINERS COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ANNAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHELBURNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd205482
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02747252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02779869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02271623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01358100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01067050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01310250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01220166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt032617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt054746865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt047741402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt025554534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt024012143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt023589587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt024307475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02320861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250906
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02320861
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02320861
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02320861
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08401 GREENSBORO DR 800
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MCLEAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHARON BERMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum07038930600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02245700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08401 GREENSBORO DRIVE 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0C/O NANCY MERRILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MCLEAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02245700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02320861
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02672108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0163413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0143593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0163413
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02320861

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,517,389
Liabilities
$0
Net assets
$42,517,389
Revenue
$3,650,623
Expenses
$2,760,485
Net income
$890,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$6.71$4.74$1.97
2023Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$1.80$5.06$3.26
2022Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$3.85$5.23$1.38
2021Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$6.04$5.36$0.69
2020Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$6.75$3.89$2.87
2019Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$3.65$2.76$0.89
2018Detailed filing. Detailed filing data is available for this year.$42.5$1.10$41.4$32.3$2.87$29.4
2017Detailed filing. Detailed filing data is available for this year.$20.2$0.16$20.1$3.50$1.75$1.76
2016Detailed filing. Detailed filing data is available for this year.$18.4$0.07$18.4$4.96$1.40$3.56
2015Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.01$1.51$0.51
2014Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.66$1.47$0.19
2013Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.29$1.64$0.65
2012Summary only. Only limited summary data is available for this year.$14.1$0.00$1.61$1.26$0.35
2011Summary only. Only limited summary data is available for this year.$13.8$0.00$1.58$1.65$0.07