NINO R VAGHI FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NINO R VAGHI FOUNDATION INC (EIN 20-1930198)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202323139349101972
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T13:22:48-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813062074 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLAUSNER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 WILSON BLVD SUITE 1070 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201930198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NINO R VAGHI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NINO | BusinessNameControlTxt |
| Phone | 7033106162 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 DRESDEN ST | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20895 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINO VAGHI | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NINO | PersonFirstNm |
| Person Last | VAGHI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sam Klausner CPA | PreparerPersonNm |
| PTIN | P01589305 | PTIN |
| Phone | 7033106162 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,096,474 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $313 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $313 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $313 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $66,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,783 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,783 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $638,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $982,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $638,655 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $84 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,269 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $714,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $705,751 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $67,180 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $590 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $590 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $615 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $615 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,011 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,845 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,845 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4,825 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,825 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $706 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,200 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,200 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $488,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $689,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,180 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,396 | CashBOYAmt |
| Cash EOY | $57,133 | CashEOYAmt |
| Cash EOYFMV | $57,133 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $124,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,444 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,856,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,642,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,969,897 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,240,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,768,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,096,474 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $40,919 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $40,919 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,240,239 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,728,070 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,240,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,728,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,240,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,768,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,240,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $488,630 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,728,869 | SubtotalAmt |
| Other Decreases | $799 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,728,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ETRADE 1437 | P | 2001-01-01 | 2022-12-31 | $430,489 | $104,162 | $326,327 | $326,327 |
| ETRADE 9221 | P | 2022-01-01 | 2022-12-31 | $7,070 | $6,986 | $84 | $84 |
| ETRADE 9221 | P | 2001-01-01 | 2022-12-31 | $518,040 | $208,971 | $309,069 | $309,069 |
| MML INVESTORS 3243 | P | 2001-01-01 | 2022-12-31 | $26,453 | $23,278 | $3,175 | $3,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $638,655 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $84 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,589 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,589 | SubtotalAmt |
| Tax Based On Investment Income | $9,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,752 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,752 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $229 | EsPenaltyAmt |
| Overpayment | $13,934 | OverpaymentAmt |
| Applied To ES Tax | $13,934 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NINO R VAGHI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033106162 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 DRESDEN ST | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20895 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINO VAGHI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 DRESDEN ST | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20895 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Chairman | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,863,561 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,863,561 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,863,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,775,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,589 | TotalTaxAmt |
| Distributable Before Adj | $279,191 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $279,191 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $279,191 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,465 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $207,465 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $279,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,936 | UndistributedIncomePYAmt |
| Qualifying Distributions | $207,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,936 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $148,529 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $130,662 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SERVICE SOURCE FOUNDATION | ||||||||||||
| 6295 EDSALL ROAD STE 175 | ALEXANDRIA | VA | 22312 | NONE | n/a | CHARITABLE CONTRIBUTION | $15,500 | |||||
| CATHOLIC CHARITIES FOUNDATION | ||||||||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,000 | |||||
| ECHO FOUNDATION | ||||||||||||
| 1125 E MOREHEAD STREET SUITE 106 | CHARLOTTE | NC | 28204 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,000 | |||||
| POOR ROBERTS CHARITIES | ||||||||||||
| 3900 WATSON PL NW SUITE G2A | WASHINGTON | DC | 20016 | NONE | n/a | CHARITABLE CONTRIBUTION | $1,500 | |||||
| JEWISH SOCIAL SERVICE AGENCY | ||||||||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20852 | NONE | n/a | CHARITABLE CONTRIBUTION | $1,000 | |||||
| PHILLIPS PROGRAMS FOR CHILDREN AND | ||||||||||||
| 7010 BRADDOCK ROAD | ANNANDALE | VA | 22003 | NONE | n/a | CHARITABLE CONTRIBUTION | $2,500 | |||||
| THE ALZHEIMER'S ASSOCIATION | ||||||||||||
| 1212 NEW YORK AVE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | n/a | CHARITABLE CONTRIBUTION | $600 | |||||
| CASEY CARES FOUNDATION | ||||||||||||
| 3918 VERO RD SUITE C | BALTIMORE | MD | 21227 | NONE | n/a | CHARITABLE CONTRIBUTION | $10,000 | |||||
| ST RAPHAEL | ||||||||||||
| 1513 DUNSTER RD | ROCKVILLE | MD | 20854 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| ST ANN | ||||||||||||
| 4901 EASTERN AVENUE | HYATTSVILLE | MD | 20782 | NONE | N/A | CHARITABLE CONTRIBUTION | $5,000 | |||||
| ST PATRICK'S | ||||||||||||
| 619 TENTH STREET NW | WASHINGTON | DC | 20001 | NONE | N/A | CHARITABLE CONTRIBUTION | $1,500 | |||||
| VISION FOR THE POOR | ||||||||||||
| 300 STATE STREET SUITE 202 | ERIE | PA | 16507 | NONE | N/A | CHARITABLE CONTRIBUTION | $8,000 | |||||
| ST RAPHAEL CATHOLIC CHURCH | ||||||||||||
| 1513 DUNSTER RD | ROCKVILLE | MD | 20854 | N/A | N/A | CHARITABLE CONTRIBUTION | $1,000 | |||||
| SAVE VENICE INC | ||||||||||||
| 133 E 58TH ST SUITE 501 | NEW YORK | NY | 10022 | NONE | CHARITABLE CONTRIBUTION | $3,500 | ||||||
| NEW ENDEAVORS BY WOMEN | ||||||||||||
| 611 N ST NW | WASHINGTON | DC | 20001 | NONE | CHARITABLE CONTRIBUTION | $1,000 | ||||||
| LITTLE SISTERS OF THE POOR | ||||||||||||
| 4200 HAREWOOD RD NE | WASHINGTON | DC | 20017 | NONE | CHARITABLE CONTRIBUTION | $15,300 | ||||||
| WASHINGTON JESUIT ACADEMY | ||||||||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | NONE | CHARITABLE CONTRIBUTION | $2,000 | ||||||
| ST MIGUEL SCHOOL | ||||||||||||
| 7705 GEORGIA AVE NW 101 | WASHINGTON | DC | 20012 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,000 | |||||
| JOHN CARROLL SOCIETY | ||||||||||||
| 924 G ST NW | WASHINGTON | DC | 20001 | NONE | n/a | CHARITABLE CONTRIBUTION | $6,000 | |||||
| ST JOHN'S COLLEGE HS | ||||||||||||
| 2607 MILITARY RD NW | CHEVY CHASE | DC | 20015 | NONE | NA | CHARITABLE CONTRIBUTION | $20,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 430 17TH ST NW | WASHINGTON | DC | 20006 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| ARCHDIOCESE OF WASHINGTON | ||||||||||||
| 5001 EASTERN AVE NE | HYATTSVILLE | MD | 20782 | NONE | NA | CHARITABLE CONTRIBUTION | $2,500 | |||||
| MARY OF NAZARETH SCHOOL | ||||||||||||
| 14131 SENECA RD | GERMANTOWN | MD | 20874 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| FALLS CHURCH-MCLEAN CHILDREN'S CENT | ||||||||||||
| 7230 IDYLWOOD RD | FALLS CHURCH | VA | 22043 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| LOUDOUN HABITAT FOR HUMANITY | ||||||||||||
| 700 FIELDSTONE DR NE 128 | LEESBURG | VA | 20176 | NONE | NA | CHARITABLE CONTRIBUTION | $3,000 | |||||
| ST MARTIN'S SCHOOL | ||||||||||||
| 1908 NORTH CAPITOL ST NW | WASHINGTON | DC | 20002 | NONE | NA | CHARITABLE CONTRIBUTION | $750 | |||||
| THE FOUNDATION SCHOOL | ||||||||||||
| 1330 MCCORMICK DR | LARGO | MD | 20774 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| CONNELLY SCHOOL OF THE HOLY CHILD | ||||||||||||
| 9029 BRADLEY BLVD | POTOMAC | MD | 20854 | NONE | NA | CHARITABLE CONTRIBUTION | $10,000 | |||||
| GREAT AND SMALL THERAPEUTIC RIDING | ||||||||||||
| 17320 MOORE ROAD | BOYDS | MD | 20841 | NONE | NA | CHARITABLE CONTRIBUTION | $7,500 | |||||
| KENSINGTON VOLUNTEER FIRE | ||||||||||||
| 10620 CONNECTICUT AVE | KENSINGTON | MD | 20895 | NONE | CHARITABLE CONTRIBUTION | $210 | ||||||
| CARING MATTERS | ||||||||||||
| 518 S FREDERICK AVE | GAITHERSBURG | MD | 20877 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,000 | |||||
| GRACE MINISTRIES | ||||||||||||
| 7536 DIPLOMAT DRIVE 101 | MANASSAS | VA | 20109 | NONE | n/a | CHARITABLE CONTRIBUTION | $2,000 | |||||
| ST LUKE INSTITUTE | ||||||||||||
| 8380 COLESVILLE RD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,000 | |||||
| SACRED HEART | ||||||||||||
| 16501 ANNAPOLIS RD | BOWIE | MD | 20715 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,000 | |||||
| ST ELIZABETH ANN SETON | ||||||||||||
| 339 S SETON AVE | EMMITSBURG | MD | 21727 | NONE | CHARITABLE CONTRIBUTION | $1,500 | ||||||
| VOLUNTEER FLORIDA | ||||||||||||
| 1545 RAYMOND DIEHL RD 250 | TALLAHASSEE | FL | 32308 | NONE | n/a | CHARITABLE CONTRIBUTION | $500 | |||||
| MOUNTAIN SEED FOUNDATION | ||||||||||||
| 14737 PICKETS POST RD | CENTREVILLE | VA | 20121 | NONE | CHARITABLE CONTRIBUTION | $5,000 | ||||||
| RISE REFUGIO SHELTER | ||||||||||||
| NONE | n/a | CHARITABLE CONTRIBUTION | $20,400 | FLORES MAGON | BENITO JUAREZ | PUERTO VALLARTA | MX | 48389 | ||||
| MARY QUEEN OF HEAVEN MISSIONARIES | ||||||||||||
| 909 W ST THIRA CT | WEST COVINA | CA | 91790 | NONE | n/a | CHARITABLE CONTRIBUTION | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,260 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $313 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,783 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,269 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $638,655 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,269 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $705,751 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $704,482 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KLAUSNER | CategoryTxt |
| Amt | $5,011 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ETRADE 9221 | StockNm |
| EOY Book Value | $5,642,412 | EOYBookValueAmt |
| EOYFMV | $4,969,897 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NATH & ASSOCIATES | CategoryTxt |
| Legal Fees | $615 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $615 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BOOK VALUE | Desc |
| Amt | $799 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BOARD MEETING | $3,000 | $3,000 |
| BRAUN FILM & VIDEO | $16,300 | $16,300 |
| OTHER EXPENSES | $2,500 | $2,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$1,269 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| CITI | $40,666 |
| AMEX | $253 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES | $2,842 | $2,842 | $0 | $0 |
| BROKERAGE ACCOUNT FEES | $5,003 | $5,003 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $706 | Amt |
| Net Investment Income | $706 | NetInvestmentIncomeAmt |