NINO R VAGHI FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NINO R VAGHI FOUNDATION INC (EIN 20-1930198)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-10
- IRS object ID
- 202112229349100701
- Schema version
- 2020v4.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-10T07:05:36-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 1749 OLD MEADOW ROAD | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINO VAGHI | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2021-08-10 | 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 |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,238,035 | 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 | $757,640 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $100 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $47,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,680 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,680 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $733,277 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,385,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $733,277 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $98,519 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,892 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,536,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $781,057 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $146,299 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,080 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,080 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $175 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,355 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $128 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $128 | InterestNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $271 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $271 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $278,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $278,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,235,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $780,929 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $146,299 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,515 | CashBOYAmt |
| Cash EOY | $14,526 | CashEOYAmt |
| Cash EOYFMV | $6,012 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,456 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,219,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,454,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,161,567 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,318,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,539,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,238,035 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,318,309 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,539,125 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,318,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,539,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,318,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,539,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,318,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,235,721 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,554,030 | SubtotalAmt |
| Other Decreases | $14,905 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,539,125 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NWM 9705 | P | 2020-01-01 | 2020-12-31 | $82,889 | $80,924 | $1,965 | $1,965 |
| ETRADE 9221 - SEE ATTACHED | P | 2020-01-01 | 2020-12-31 | $201,136 | $104,582 | $96,554 | $96,554 |
| ETRADE 9221 - SEE ATTACHED | P | 2018-01-01 | 2020-12-31 | $179,567 | $72,767 | $106,800 | $106,800 |
| ETRADE 1437 - SEE ATTACHED | P | 2018-01-01 | 2020-12-31 | $45,835 | $36,639 | $9,196 | $9,196 |
| ETRADE ADJUST | P | 2018-01-01 | 2020-12-31 | $875,645 | $356,883 | $518,762 | $518,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $733,277 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $98,519 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,855 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,855 | SubtotalAmt |
| Tax Based On Investment Income | $10,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,071 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,071 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $6,183 | OverpaymentAmt |
| Applied To ES Tax | $6,183 | 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 | 1749 OLD MEADOW ROAD | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221024314 | 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 | 1749 OLD MEADOW ROAD | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221024314 | 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 | $5,299,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,400,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,400,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,319,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,855 | TotalTaxAmt |
| Distributable Before Adj | $255,113 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $255,113 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $255,113 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,956 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $300,956 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $300,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $255,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,337 | UndistributedIncomePYAmt |
| Qualifying Distributions | $300,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,337 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $255,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,506 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,506 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $38,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $38,506 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 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 | $35,000 | |||||
| SAINT LUKE INSTITUTE | ||||||||||||
| 8901 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20903 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,000 | |||||
| CATHOLIC CHARITIES FOUNDATION | ||||||||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | NONE | n/a | CHARITABLE CONTRIBUTION | $66,000 | |||||
| LOLLIPOP KIDS | ||||||||||||
| 2001 S STREET NW SUITE 300 | WASHINGTON | DC | 20009 | NONE | n/a | CHARITABLE CONTRIBUTION | $2,000 | |||||
| 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 | $500 | |||||
| THE CATHOLIC DIOCESE OF ARLINGTON | ||||||||||||
| 200 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | NONE | n/a | CHARITABLE CONTRIBUTION | $25,300 | |||||
| MARCH OF DIMES | ||||||||||||
| 2120 WASHINGTON BLVD SUITE 425 | ARLINGTON | VA | 22204 | NONE | n/a | CHARITABLE CONTRIBUTION | $600 | |||||
| PHILLIPS PROGRAMS FOR CHILDREN AND | ||||||||||||
| 7010 BRADDOCK ROAD | ANNANDALE | VA | 22003 | NONE | n/a | CHARITABLE CONTRIBUTION | $3,500 | |||||
| THE ALZHEIMER'S ASSOCIATION | ||||||||||||
| 1212 NEW YORK AVE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | n/a | CHARITABLE CONTRIBUTION | $500 | |||||
| CASEY CARES FOUNDATION | ||||||||||||
| 3918 VERO RD SUITE C | BALTIMORE | MD | 21227 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,000 | |||||
| DON BOSCO CRISTO REY HIGH SCHOOL | ||||||||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 20912 | NONE | n/a | CHARITABLE CONTRIBUTION | $1,000 | |||||
| ST RAPHAEL | ||||||||||||
| 1513 DUNSTER RD | ROCKVILLE | MD | 20854 | NONE | NA | CHARITABLE CONTRIBUTION | $2,000 | |||||
| CRUDEM FOUNDATION | ||||||||||||
| 362 SEWALL STREET PO BOX 804 | LUDLOW | MA | 01056 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| ST ANN | ||||||||||||
| 4901 EASTERN AVENUE | HYATTSVILLE | MD | 20782 | NONE | N/A | CHARITABLE CONTRIBUTION | $2,500 | |||||
| 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 | $1,500 | |||||
| NEW ENDEAVORS BY WOMEN | ||||||||||||
| 611 N ST NW | WASHINGTON | DC | 20001 | CHARITABLE CONTRIBUTION | $3,000 | |||||||
| SUSAN G KOMEN | ||||||||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | CHARITABLE CONTRIBUTION | $500 | |||||||
| LITTLE SISTERS OF THE POOR | ||||||||||||
| 4200 HAREWOOD RD NE | WASHINGTON | DC | 20017 | CHARITABLE CONTRIBUTION | $2,500 | |||||||
| WASHINGTON JESUIT ACADEMY | ||||||||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | CHARITABLE CONTRIBUTION | $1,000 | |||||||
| ST MIGUEL SCHOOL | ||||||||||||
| 7705 GEORGIA AVE NW 101 | WASHINGTON | DC | 20012 | NONE | n/a | CHARITABLE CONTRIBUTION | $15,000 | |||||
| JOHN CARROLL SOCIETY | ||||||||||||
| 924 G ST NW | WASHINGTON | DC | 20001 | NONE | n/a | CHARITABLE CONTRIBUTION | $2,000 | |||||
| SISTERS OF IHM | ||||||||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | NONE | NA | CHARITABLE CONTRIBUTION | $7,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 430 17TH ST NW | WASHINGTON | DC | 20006 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| ST COLUMBA SCHOOL | ||||||||||||
| 7800 LIVINGSTON RD | OXON HILL | MD | 20745 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| MARY OF NAZARETH SCHOOL | ||||||||||||
| 14131 SENECA RD | GERMANTOWN | MD | 20874 | NONE | NA | CHARITABLE CONTRIBUTION | $2,025 | |||||
| TEENS WITH DREAMS | ||||||||||||
| 7820B WORMANS MILL RD SUITE 352 | FREDERICK | MD | 21701 | NONE | NA | CHARITABLE CONTRIBUTION | $750 | |||||
| ST JOHN THE BELOVED | ||||||||||||
| 6420 LINWAY TERRACE | MCLEAN | VA | 22101 | NONE | NA | CHARITABLE CONTRIBUTION | $750 | |||||
| ST JANE FRANCES DE CHANTAL | ||||||||||||
| 9601 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | NONE | NA | CHARITABLE CONTRIBUTION | $24,000 | |||||
| ORPHANAGE DONATION | ||||||||||||
| NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | FLORES MAGON | BENITO JUAREZ | PURETO VALLARTA | MX | 48389 | ||||
| REFUGIO INFAMTIL SANTA | ||||||||||||
| NONE | NA | CHARITABLE CONTRIBUTION | $25,200 | FLORES MAGON | BENITO JUAREZ | PURETO VALLARTA | MX | 48389 | ||||
| ST MARTIN'S SCHOOL | ||||||||||||
| 1908 NORTH CAPITOL ST NW | WASHINGTON | DC | 20002 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| THE FOUNDATION SCHOOL | ||||||||||||
| 1330 MCCORMICK DR | LARGO | MD | 20774 | NONE | NA | CHARITABLE CONTRIBUTION | $1,800 | |||||
| SPECIAL OLYMPICS VIRGINIA | ||||||||||||
| 3212 SKIPWITH RD SUITE 100 | RICHMOND | VA | 23294 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| CONNELLY SCHOOL OF THE HOLY CHILD | ||||||||||||
| 9029 BRADLEY BLVD | POTOMAC | MD | 20854 | NONE | NA | CHARITABLE CONTRIBUTION | $10,000 | |||||
| ST JUDES RESEARCH HOSPITAL | ||||||||||||
| 4600 FAIRFAX DR | ARLINGTON | VA | 22203 | N/A | NA | CHARITABLE CONTRIBUTION | $400 | |||||
| ASPCA | ||||||||||||
| 550 HIGHLAND STREET 200 | FREDERICK | MD | 21701 | NA | CHARITABLE CONTRIBUTION | $150 | ||||||
| HELP HOPE LIVE | ||||||||||||
| 100 MATSONFORD ROAD | RADNOR | PA | 19087 | NA | CHARITABLE CONTRIBUTION | $1,000 | ||||||
| ST JOHN XXIII RESIDENCE | ||||||||||||
| PO BOX 29206 | WASHINGTON | DC | 20017 | N/A | NA | CHARITABLE CONTRIBUTION | $7,000 | |||||
| GREAT AND SMALL THERAPEUTIC RIDING | ||||||||||||
| 17320 MOORE ROAD | BOYDS | MD | 20841 | NA | CHARITABLE CONTRIBUTION | $7,500 | ||||||
| ARCHDIOCESE OF THE MILITARY | ||||||||||||
| 1025 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | N/A | NA | CHARITABLE CONTRIBUTION | $3,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $278,975 | 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 | $100 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,680 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,892 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $733,277 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,892 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $781,057 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $779,165 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,355 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,355 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ETRADE | StockNm |
| EOY Book Value | $3,454,143 | EOYBookValueAmt |
| EOYFMV | $9,161,567 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $175 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $175 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE | Desc |
| Amt | $14,905 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AMEX FEE | $150 | $150 |
| EQUIPMENT EXPENSE | $1,250 | $1,250 |
| MARKETING DESIGN | $13,000 | $13,000 |
| MISC EXP | $700 | $700 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$1,892 | RevenueAndExpensesPerBooksAmt |