STRATEGY STUDIO / PUBLIC DATA EXPLORER

LOUIS PAVIA AND GRACE MONTEFUSCO PAVIA FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LOUIS PAVIA AND GRACE MONTEFUSCO PAVIA FAMILY FOUNDATION (EIN 88-2322961)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349101372
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T09:35:01-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN882322961EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Louis Pavia and Grace Pavia Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone7034092054PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11706 Birch RoadAddressLine1Txt
CityMcleanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLouis Pavia JrPersonNm
Person TitleChairmanPersonTitleTxt
Phone7034092054PhoneNum
Signature2024-05-13SignatureDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$243,015FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$110,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,837DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,837DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,837DividendsAdjNetIncmAmt
Total Rev And Expnss$115,837TotalRevAndExpnssAmt
Total Net Invst Incm$5,837TotalNetInvstIncmAmt
Total Adj Net Incm$5,837TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$2,964OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,964OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,964TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,964TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,964TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$108,873ExcessRevenueOverExpensesAmt
Net Investment Income$5,837NetInvestmentIncomeAmt
Adjusted Net Income$5,837AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$125,578SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$148,896SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$148,896SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$85,163CorporateStockEOYAmt
Corporate Stock EOYFMV$85,163CorporateStockEOYFMVAmt
Corporate Bonds EOY$8,956CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,956CorporateBondsEOYFMVAmt
Total Assets BOY$125,578TotalAssetsBOYAmt
Total Assets EOY$243,015TotalAssetsEOYAmt
Total Assets EOYFMV$243,015TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$125,578NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$243,015NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$0DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$0DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$125,578TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$243,015TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$125,578TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$243,015TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$122,614TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$108,873ExcessRevenueOverExpensesAmt
Subtotal$231,487SubtotalAmt
Tot Net Ast Or Fund Balances EOY$231,487TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$81InvestmentIncomeExciseTaxAmt
Subtotal$81SubtotalAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$81TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressPaviafamilyfoundation.orgWebsiteAddressTxt
Individual With BooksLouis Pavia JrIndividualWithBooksNm
Phone7034092054PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11706 Birch RoadAddressLine1Txt
CityMcleanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd
FieldValueIRS element (for citing)
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Louis Pavia
1706 Birch RoadMcleanVA22101President4$0$0$0
Catherine Berry
1706 Birch RoadMcleanVA22101Vice President2$0$0$0
Louis Pavia III
31 Kennedy RoadMorris PlainsNJ07950Treasurer3$0$0$0
Jessica Tra
2255 Jennings StreetWoodbridgeVA22191Secratery2$0$0$0
Jayme Taylor
11780 Hampstead StreetWindermereFL34786Vice President2$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonnonePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1noneAddressLine1Txt
CitynoneCityNm
State AbbreviationVAStateAbbreviationCd
ZIP00000ZIPCd
FieldValueIRS element (for citing)
Service TypenoneServiceTypeTxt
Compensation$50,001CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Children?s Hospital of Philadelphia Foundation A 501c3 helping thousands of Children and familiesDescription1Txt
Expenses1$1,000Expenses1Amt
Description2War Horses for Veterans a 501c3 Helping hundreds of veteransDescription2Txt
Expenses2$1,000Expenses2Amt
Description3Your Grandmother's Cupboard a 501c3 helping hundreds of local familiesDescription3Txt
Expenses3$1,000Expenses3Amt
Description4Bronze Chapter A 501c3 linking needy family with the outdoorsDescription4Txt
Expenses4$1,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1noneDescription1Txt
Description2noneDescription2Txt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$151,300AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$151,300TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$151,300AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,270CashDeemedCharitableAmt
Net Vl Noncharitable Assets$149,030NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,452MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,452MinimumInvestmentReturnAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Total Tax$81TotalTaxAmt
Distributable Before Adj$7,371DistributableBeforeAdjAmt
Distributable Before Ded$7,371DistributableBeforeDedAmt
Distributable As Adjusted$7,371DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,964ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,964QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,371DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,964QualifyingDistributionsAmt
Excess Distri Cyov App CY Corpus$7,371ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,371ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$5,837CurrentYearAmt
Total$5,837TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$4,961CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$4,961TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$5,964CurrentYearAmt
Year1$2,964Year1Amt
Total$8,928TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$5,964CurrentYearAmt
Year1$2,964Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$8,928TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$13,400CurrentYearAmt
Year1$0Year1Amt
Total$13,400TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLouis Pavia JrContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Childrens Hospital of Philadelphia
POBox 781352PhiladelphiaPA191781352Nonesupport existing program$1,000
Bronze Chapter
PO Box 267BowWA98232nonesupport existing program$1,000
Your Grandmothers Cuboard
173a Route 37 WToms RiverNJ08755noneSupport existing program$1,000
War Horses for Veterans
5600 W 183rd streetStilwellKS66085nonesupport existing programs$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLouisPaviaJrContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11706 Birch RoadAddressLine1Txt
CityMcleanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd
FieldValueIRS element (for citing)
Total Contributions$110,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

FieldValueIRS element (for citing)
Contractor PersonnoneContractorPersonNm
ExplanationnoneExplanationTxt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLouis Pavia JrPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11706 Birch RoadAddressLine1Txt
CityMcleanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22101ZIPCd