Siochain Foundation in Vienna, 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
| Siochain Foundation | |
| Employer Identification Number (EIN) | 061519387 |
| Name of Organization | Siochain Foundation |
| In Care of Name | Private Consulting Group |
| Address | Keel Point - 8065 Leesburg Pike No, Vienna, VA 22182 |
| Subsection | Charitable Organization |
| Ruling Date | 08/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,389,886 |
| Amount of Income | $8,616,230 |
| Form 990 Revenue Amount | $2,078,084 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $8,616,230 (it was $2,027,320 in 2012)
| Siochain Foundation: | $8,616,230 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $6,389,886 (it was $1,808,099 in 2012)
| Siochain Foundation: | $6,389,886 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $491,751
| This organization: | $491,751 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 17.5
| Siochain Foundation: | 17.5 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 0.0%
| Siochain Foundation: | 0.0% |
| Other organizations performing similar types of work: | 98.7% |
Revenue for 2012
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 | $1,789,148 | $1,789,148 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $37,047 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,752,101 | |||
| Total expenses and disbursements | $491,751 | $0 | $0 | $491,504 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $247 | $0 | $0 | |
| Contributions, gifts, grants paid | $491,504 | |||
| Excess of revenue over expenses and disbursements | $1,297,397 | |||
| Net investment income | $1,789,148 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,808,099 | $1,861,654 |
| Cash - non-interest-bearing | $1,610 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $287,181 | |
| Investments-corporate bonds | $971,828 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $476,000 | |
| Other | $71,480 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,808,099 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,752,101 |
| Net capital loss | $0 |
| 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 | $35,783 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $35,783 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $2,211,671 |
| Net value of noncharitable-use assets | $2,178,500 |
| Minimum investment return | $108,925 |
| Distributable Amount (for 2012) | |
| Distributable amount | $73,142 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $73,142 |
| 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 | Siochain Foundation | Keel Point - 8065 Leesburg Pike No, Vienna, VA 22182 | VA | 1999-08 | $8,616,230 |
| 2 | David And Lorna Gladstone Foundation | 1521 Westbranch Dr Ste 200, Mclean, VA 22102-3210 | VA | 2011-09 | $3,152,156 |
| 3 | Van Metre Family Foundation Inc | 9900 Main St Ste 500, Fairfax, VA 22031-3907 | VA | 2003-02 | $2,815,348 |
| 4 | Petters Family Foundation | 206 Hilton Ter, Newport News, VA 23601-4006 | VA | 2012-01 | $2,273,712 |
| 5 | Stanley And Jolene Sloter Family Foundation, Stanley W Sloter Ttee | PO BOX 647, Arlington, VA 22216-0647 | VA | 2011-12 | $927,391 |
| 6 | The J H Walker Legacy Foundation | 2325 Dulles Corner Blvd Ste 670, Herndon, VA 20171-4683 | VA | 2011-05 | $922,391 |
| 7 | Seagears Family Foundation | 9909 Evenstar Ln, Fairfax Sta, VA 22039-2501 | VA | 1999-09 | $747,861 |
| 8 | Mcleod Foundation Inc | 418 First St, Roanoke, VA 24011-1920 | VA | 2009-12 | $596,974 |
| 9 | Tigris Rivanna Foundation | 400 Balbion Dr, Earlysville, VA 22936-9680 | VA | 1999-08 | $304,064 |
| 10 | Kaempfer Family Foundation Inc | 6400 Georgetown Pike, Mclean, VA 22101-2210 | VA | 2010-11 | $228,080 |
| 11 | Seilheimer Foundation | PO BOX 511, Orange, VA 22960-0301 | VA | 1999-08 | $213,074 |
| 12 | The@geary-Ohara Trust, Ohara John Ttee | 1412 N Meade St, Arlington, VA 22209-3703 | VA | 2000-08 | $142,896 |
| 13 | Robert And Dorothy Doumar Foundation | United States Courthouse 600 Granby, Norfolk, VA 23510 | VA | 2001-03 | $77,109 |
| 14 | Skeen Family Foundation Inc | PO BOX 208, Philomont, VA 20131-0208 | VA | 1999-08 | $70,462 |
| 15 | Studebaker National Foundation | 9219 Centerville Rd, Bridgewater, VA 22812-3709 | VA | 2004-05 | $64,378 |
| 16 | Rotary Club Of Leesburg Foundation Inc | PO BOX 771, Leesburg, VA 20178 | VA | 2010-02 | $64,372 |
| 17 | The@frederick And Elizabeth Singer Foundation | 674 Ad Hoc Rd, Great Falls, VA 22066-2629 | VA | 1999-05 | $20,000 |
| 18 | Robert B Ebbleston And Elisabeth Tander Eggleston Foundation | 210 Virginia Ave Apt 210, Bridgewater, VA 22812-1342 | VA | 2000-11 | $8,049 |
| 19 | Trub Family Foundation | PO BOX 843, Virginia Bch, VA 23451-0843 | VA | 1999-07 | $26 |
| 20 | Abrahams Journey | 1011 Forest Lakes Dr, Chesapeake, VA 23322-7572 | VA | 2007-04 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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