NINO R VAGHI FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NINO R VAGHI FOUNDATION INC (EIN 20-1930198)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349100746
- Schema version
- 2019v5.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T08:20:08-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sam Klausner CPA | PreparerPersonNm |
| PTIN | P01589305 | PTIN |
| Phone | 7033106162 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,486,734 | 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 | $114,150 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $99,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,565 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $99,565 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,183 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,411 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $340,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,754 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $99,571 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $590 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $590 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,064 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,064 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $95 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $95 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,725 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,725 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,977 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,977 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $99,571 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,674 | CashBOYAmt |
| Cash EOY | $89,515 | CashEOYAmt |
| Cash EOYFMV | $89,515 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,501 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,501 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,141,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,219,293 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,387,718 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,199,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,318,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,486,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,199,561 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,318,309 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,199,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,318,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,199,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,318,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,199,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,042 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,328,603 | SubtotalAmt |
| Other Decreases | $10,294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,318,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ETRADE - 9221 SEE ATTACHMENT | P | 2019-01-01 | 2019-12-01 | $92,042 | $92,046 | -$4 | -$4 |
| ETRADE - 9221 SEE ATTACHMENT | P | 2015-01-01 | 2019-12-01 | $89,923 | $72,801 | $17,122 | $17,122 |
| ETRADE - 1437 SEE ATTACHMENT | P | 2015-01-01 | 2019-12-01 | $271,470 | $159,405 | $112,065 | $112,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,183 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,641,593 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03849 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,023 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,153,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05201 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $158,214 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,510,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06302 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,173 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,492,494 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05383 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,265 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,701,307 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04970 | DistributionYr5Rt |
| Total Distribution | 0.257049 | TotalDistributionRt |
| Average Distribution | 0.051410 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,817,895 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $247,688 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,276 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $249,964 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $210,292 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,552 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,552 | SubtotalAmt |
| Tax Based On Investment Income | $4,552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,623 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,623 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,071 | OverpaymentAmt |
| Applied To ES Tax | $2,071 | 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 | 0.00 | 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 | $4,852,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,891,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,891,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,817,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,895 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,895 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,552 | TotalTaxAmt |
| Distributable Before Adj | $236,343 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $236,343 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $236,343 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,292 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $210,292 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $210,292 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $236,343 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $9,859 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,855 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $18,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,292 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,292 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $18,714 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,714 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $7,337 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 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 | $15,000 | |||||
| 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 | $51,300 | |||||
| ECHO FOUNDATION | ||||||||||||
| 1125 E MOREHEAD STREET SUITE 106 | CHARLOTTE | NC | 28204 | NONE | n/a | CHARITABLE CONTRIBUTION | $2,500 | |||||
| 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 | |||||
| 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 | $2,500 | |||||
| THE ALZHEIMER'S ASSOCIATION | ||||||||||||
| 1212 NEW YORK AVE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | n/a | CHARITABLE CONTRIBUTION | $1,000 | |||||
| CASEY CARES FOUNDATION | ||||||||||||
| 3918 VERO RD SUITE C | BALTIMORE | MD | 21227 | NONE | n/a | CHARITABLE CONTRIBUTION | $3,500 | |||||
| DON BOSCO CRISTO REY HIGH SCHOOL | ||||||||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 20912 | NONE | n/a | CHARITABLE CONTRIBUTION | $1,000 | |||||
| LITTLE FLOWER PARISH | ||||||||||||
| 5607 MASSACHUSETTS AVE | BETHESDA | MD | 20816 | NONE | NA | CHARITABLE CONTRIBUTION | $1,500 | |||||
| ST RAPHAEL | ||||||||||||
| 1513 DUNSTER RD | ROCKVILLE | MD | 20854 | NONE | NA | CHARITABLE CONTRIBUTION | $1,500 | |||||
| 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 | $2,000 | |||||
| VISION FOR THE POOR | ||||||||||||
| 300 STATE STREET SUITE 202 | ERIE | PA | 16507 | NONE | N/A | CHARITABLE CONTRIBUTION | $8,000 | |||||
| SAVE VENICE INC | ||||||||||||
| 133 E 58TH ST SUITE 501 | NEW YORK | NY | 10022 | CHARITABLE CONTRIBUTION | $500 | |||||||
| NATIVITY CATHOLIC SCHOOL | ||||||||||||
| 6400 NATIVITY LANE | BURKE | VA | 22015 | CHARITABLE CONTRIBUTION | $750 | |||||||
| 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 | $300 | |||||||
| 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 | $1,750 | |||||||
| 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 | $2,000 | |||||
| WOUNDED WARRIOR PROJECT | ||||||||||||
| 1120 G STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | n/a | CHARITABLE CONTRIBUTION | $250 | |||||
| HOSPICE EDUCATION INSTITUTE | ||||||||||||
| PO BOX 98 | MACHIASPORT | ME | 04655 | NONE | NA | CHARITABLE CONTRIBUTION | $300 | |||||
| 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 | $525 | |||||
| ARCHDIOCESE OF WASHINGTON | ||||||||||||
| 5001 EASTERN AVE NE | HYATTSVILLE | MD | 20782 | NONE | NA | CHARITABLE CONTRIBUTION | $5,000 | |||||
| ST COLUMBA SCHOOL | ||||||||||||
| 7800 LIVINGSTON RD | OXON HILL | MD | 20745 | NONE | NA | CHARITABLE CONTRIBUTION | $650 | |||||
| ST FRANCES CABRINI SHRINE | ||||||||||||
| 701 FORT WASHINGTON AVE | NEW YORK | NY | 10040 | NONE | NA | CHARITABLE CONTRIBUTION | $3,000 | |||||
| MARY OF NAZARETH SCHOOL | ||||||||||||
| 14131 SENECA RD | GERMANTOWN | MD | 20874 | NONE | NA | CHARITABLE CONTRIBUTION | $750 | |||||
| INSIGHT MEMORY CARE CENTER | ||||||||||||
| 3953 PENDER DR 100 | FAIRFAX | VA | 22030 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| FALLS CHURCH-MCLEAN CHILDREN'S CENT | ||||||||||||
| 7230 IDYLWOOD RD | FALLS CHURCH | VA | 22043 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| GLENKIRK ELEMENTARY PTO | ||||||||||||
| 8584 SEDGE WREN DR | GAINESVILLE | VA | 20155 | NONE | NA | CHARITABLE CONTRIBUTION | $300 | |||||
| PAUL VI CATHOLIC HIGH SCHOOL | ||||||||||||
| 10675 FAIRFAX BLVD | FAIRFAX | VA | 22030 | NONE | NA | CHARITABLE CONTRIBUTION | $6,000 | |||||
| LOUDOUN HABITAT FOR HUMANITY | ||||||||||||
| 700 FIELDSTONE DR NE 128 | LEESBURG | VA | 20176 | NONE | NA | CHARITABLE CONTRIBUTION | $3,000 | |||||
| ST JOHN THE BELOVED | ||||||||||||
| 6420 LINWAY TERRACE | MCLEAN | VA | 22101 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| ST JANE FRANCES DE CHANTAL | ||||||||||||
| 9601 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | NONE | NA | CHARITABLE CONTRIBUTION | $6,000 | |||||
| GEORGE WASHINGTON UNIVERSITY | ||||||||||||
| 2121 I ST NW | WASHINGTON | DC | 20052 | NONE | NA | CHARITABLE CONTRIBUTION | $2,500 | |||||
| ORPHANAGE DONATION | ||||||||||||
| NONE | NA | CHARITABLE CONTRIBUTION | $429 | FLORES MAGON | BENITO JUAREZ | PURETO VALLARTA | MX | 48389 | ||||
| REFUGIO INFAMTIL SANTA | ||||||||||||
| NONE | NA | CHARITABLE CONTRIBUTION | $21,600 | FLORES MAGON | BENITO JUAREZ | PURETO VALLARTA | MX | 48389 | ||||
| THE CAMPUS SCHOOL | ||||||||||||
| 100 POWERS CT | STERLING | VA | 20166 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| ST MARTIN'S SCHOOL | ||||||||||||
| 1908 NORTH CAPITOL ST NW | WASHINGTON | DC | 20002 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| MAKING MEN MINISTRIES | ||||||||||||
| 200 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | NONE | NA | CHARITABLE CONTRIBUTION | $1,500 | |||||
| JM GASKE INC | ||||||||||||
| 9041 CHEVROLET DR | ELLICOTT | MD | 21042 | NONE | NA | CHARITABLE CONTRIBUTION | $473 | |||||
| THE FOUNDATION SCHOOL | ||||||||||||
| 1330 MCCORMICK DR | LARGO | MD | 20774 | NONE | NA | CHARITABLE CONTRIBUTION | $1,800 | |||||
| MOST HOLY ROSARY CHURCH | ||||||||||||
| 9961 ROSARYVILLE RD | UPPER MARLBORO | MD | 20772 | NONE | NA | CHARITABLE CONTRIBUTION | $400 | |||||
| SPECIAL OLYMPICS VIRGINIA | ||||||||||||
| 3212 SKIPWITH RD SUITE 100 | RICHMOND | VA | 23294 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| CONNELLY SCHOOL OF THE HOLY CHILD | ||||||||||||
| 9029 BRADLEY BLVD | POTOMAC | MD | 20854 | NONE | NA | CHARITABLE CONTRIBUTION | $10,000 | |||||
| DENTAL OUTREACH | ||||||||||||
| 8595 PELHAM RD SUITE 400 301 | GREENVILLE | SC | 29615 | NONE | NA | CHARITABLE CONTRIBUTION | $300 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,977 | 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 | $6 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $99,565 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,411 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $129,183 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,411 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $228,754 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,343 | 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 | $4,064 | Amt |
| Net Investment Income | $1,064 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ETRADE | StockNm |
| EOY Book Value | $2,219,293 | EOYBookValueAmt |
| EOYFMV | $5,387,718 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT adjust to K-1 cap account | Desc |
| Amt | $10,294 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AMEX FEE | $83 | $83 |
| BUSINESS CARDS | $1,500 | $1,500 |
| MARKETING DESIGN | $2,000 | $2,000 |
| MASTERCARD FEE | $99 | $99 |
| PONTIFICAL NORTH AMERICA | $43 | $43 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$2,411 | RevenueAndExpensesPerBooksAmt |