Civic Intelligence

The Merrill Foundation Inc.

990PF • Fiscal year 2023 • EIN 52-1490571

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2023

Organization Profile
8401 Greensboro Dr 800Mclean, VA 22102

(703) 770-6377

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

4th percentile

-181%

Higher net margin than 4% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$30,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

9th percentile

-7.2%

Faster asset growth than 9% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-53%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$41,881,227

Down $3,263,739 (-7.2%) from 2022

Net Assets

Down

$41,881,227

Down $3,263,739 (-7.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

Down

$1,803,081

Down $2,050,086 (-53%) from 2022

Expenses

Down

$5,058,153

Down $174,917 (-3.3%) from 2022

Net Income

Down

-$3,255,072

Down $1,875,169 (-136%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$41,881,227
Liabilities$0
Net Assets$41,881,227
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$1,803,081
Expenses$5,058,153
Net Income-$3,255,072
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2023
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay22nd 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
7037706377
Address
8401 GREENSBORO DR 800, MCLEAN, VA 22102

Signing Officer

Name
Nancy Merrill
Title
President
Phone
7038930600
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Sharon Berman
Phone
7038930600
Raw XML AppendixShowing 400 of 468 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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FM #2930 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FM #2930 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ML #2032 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ML #2032 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ML #2032 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ML #2032 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ML #2064 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ML #2065 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ML #2074 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ML #2074 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ML #2076 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ML #2076 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ML #2101 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ML #2101 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ML #2074 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0789569
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3255072
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08667
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt041889894
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045144966
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt041881227
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02817370
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02817370
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02817370
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02837087
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019717
IRS990PF/DistributableAmountGrp/TotalTaxAmt019717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt031792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt051509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt031792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051509
IRS990PF/FMVAssetsEOYAmt058900429
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt046419
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt040895
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt046419
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt046419
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06222058
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06988777
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06988777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt038761445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt034026564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt051035548
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0120568
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0138332
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0138332
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt045144966
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt041881227
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045144966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt041881227
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt058900429
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045144966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041881227
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt045144966
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt041881227
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0681135
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0691353
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt057605837
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05951975
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt051525361
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0864088
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0128501
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02837087
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt056741749
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt057605837
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/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04614080
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04614080
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/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/Amt04560200
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/TotalGrantOrContriPdDurYrAmt04560200
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/AppliedToCurrentYearAmt02817370
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02817370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01755155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01330894

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,881,227
Liabilities
$0
Net assets
$41,881,227
Revenue
$1,803,081
Expenses
$5,058,153
Net income
-$3,255,072
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