The@linda P And Edward P Williams Family Charitable Foundation in Mclean, Virginia (VA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
The@linda P And Edward P Williams Family Charitable Foundation | |
Employer Identification Number (EIN) | 066447022 |
Name of Organization | The@linda P And Edward P Williams Family Charitable Foundation |
Address | 6209 Loch Raven Dr, Mclean, VA 22101-3134 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 11/1997 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $602,483 |
Amount of Income | $215,979 |
Form 990 Revenue Amount | $31,709 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $215,979 (it was $110,004 in 2012)
This organization: | $215,979 |
Other organizations performing similar types of work: | $120,160 |
Assets in 2013: $602,483 (it was $559,674 in 2012)
This organization: | $602,483 |
Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $49,892
The@linda P And Edward P Williams Family Charitable Foundation: | $49,892 |
Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 4.3
This organization: | 4.3 |
Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 0.0%
This organization: | 0.0% |
Other organizations performing similar types of work: | 8.9% |
Expenses for 2012
Assets for 2012
Analysis of Revenue and Expenses (for 2012) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $14,939 | $18,671 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $18,671 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $49,892 | $9,277 | $0 | $40,000 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $9,892 | $9,277 | $0 | |
Contributions, gifts, grants paid | $40,000 | |||
Excess of revenue over expenses and disbursements | $-34,953 | |||
Net investment income | $9,394 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $559,674 | $771,732 |
Cash - non-interest-bearing | $16,911 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $287,591 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $255,172 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $559,674 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-3,732 |
Excise Tax Based on Investment Income (for 2012) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $188 |
Total credits and payments | $424 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $424 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $0 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $236 |
Amount to be credited to 2013 estimated tax | $236 |
Statements Regarding Activities (for 2012) | |
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
During the year did the foundation (either directly or indirectly): | |
Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
Agree to pay money or property to a government official? | No |
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
During the year did the foundation pay or incur any amount to: | |
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | No |
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2012) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $757,425 |
Net value of noncharitable-use assets | $746,060 |
Minimum investment return | $37,303 |
Distributable Amount (for 2012) | |
Distributable amount | $37,115 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $37,115 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
Value of all assets | $0 | $0 | $0 | $0 | $0 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
Gross investment income | $0 | $0 | $0 | $0 | $0 |
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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Score Foundation | 1175 Herndon Pkwy Ste 900, Herndon, VA 20170-5532 | VA | 1996-07 | $2,835,592 |
2 | Violet H Greco Foundation Inc | PO BOX 5423, Suffolk, VA 23435-5423 | VA | 1997-12 | $2,109,666 |
3 | The William M King Charitable Foundation, King William M Ttee | 182 Spotswood Ln, Mcgaheysville, VA 22840-2807 | VA | 1995-04 | $1,022,937 |
4 | The William O And Carole P Bailey Family Foundation | PO BOX 397, Richmond, VA 23218-0397 | VA | 1998-06 | $958,314 |
5 | The Loudoun Education Foundation | 21000 Education Ct, Broadlands, VA 20148-5526 | VA | 1992-03 | $773,819 |
6 | The Nirman Foundation Inc | 600 N Pickett St, Alexandria, VA 22304-2110 | VA | 1995-04 | $684,205 |
7 | The John C Fricano Foundation Inc | 1601 S Arlington Ridge Rd, Arlington, VA 22202-1624 | VA | 1995-11 | $546,991 |
8 | Williams Family Foundation | 2789 Hartland Rd, Falls Church, VA 22043-3529 | VA | 1997-10 | $534,896 |
9 | The Stanbrook Foundation | 9030 Stony Point Pkwy Ste 300, Richmond, VA 23235-1936 | VA | 1996-05 | $335,752 |
10 | Rixey Street Foundation Inc | 6316 Georgetown Pike, Mclean, VA 22101-2208 | VA | 1997-05 | $311,645 |
11 | Vubay Foundation | 6160 Kempsville Cir Ste 101a, Norfolk, VA 23502-3933 | VA | 1997-05 | $291,784 |
12 | Williams-Berry Charitable Foundation Trust, Sheffey Jane L Ttee | PO BOX 1327, Bristol, VA 24203-1327 | VA | 1998-11 | $276,297 |
13 | Robert And Luise Patterson Family Foundation | PO BOX 397, Richmond, VA 23218-0397 | VA | 1998-02 | $250,523 |
14 | The@linda P And Edward P Williams Family Charitable Foundation | 6209 Loch Raven Dr, Mclean, VA 22101-3134 | VA | 1997-11 | $215,979 |
15 | Rettig Family Foundation, Rettig Robert G Ttee | 310 4th St Ne Ste 300, Charlottesvle, VA 22902-5299 | VA | 1998-08 | $180,509 |
16 | Wolf Run Foundation Inc | 7900 Wolf Run Hills Rd, Fairfax Sta, VA 22039-2101 | VA | 1997-05 | $155,437 |
17 | W M Jordan Company Charitable Foundation, Shelton Tom Ttee | 11010 Jefferson Ave, Newport News, VA 23601-2717 | VA | 1997-08 | $113,748 |
18 | The Culbertson Foundation | 4884 Nutmeg Farm, Charlottesvle, VA 22902-7822 | VA | 1998-07 | $80,228 |
19 | Watkins Family Charitable Foundation, Huss Philip A Ttee | 110 Wylderose Dr, Midlothian, VA 23113-6842 | VA | 1998-11 | $77,690 |
20 | Richard B And Barbara B Odlin Foundation | 5913 W Copper Mountain Dr, Spotsylvania, VA 22553-4480 | VA | 1997-02 | $74,604 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 5,225 |
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