NINO R VAGHI FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NINO R VAGHI FOUNDATION INC (EIN 20-1930198)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-22
- IRS object ID
- 202522659349100412
- Schema version
- 2024v5.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-22T10:15:28-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,374,806 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,101 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,101 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $65,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,362 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $65,362 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $675,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,822 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,382 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,334 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $159,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,285 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $75,845 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,205 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,205 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,205 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,505 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,700 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,786 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,786 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $499 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,232 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,232 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75,845 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,064 | CashBOYAmt |
| Cash EOY | $31,948 | CashEOYAmt |
| Cash EOYFMV | $31,948 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,623 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,623 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,381,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,693,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,303,235 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,416,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,765,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,374,806 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $79,145 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $416,465 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $79,145 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $416,465 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,337,429 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,349,011 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,337,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,349,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,416,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,765,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,337,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,582 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,349,011 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,349,011 | 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 | 2001-01-01 | 2024-12-31 | $244,407 | $241,982 | $2,425 | $2,425 |
| ETRADE 1950 | P | 2001-01-01 | 2024-12-31 | $116,351 | $98,847 | $17,504 | $17,504 |
| ETRADE 8390 | P | 2001-01-01 | 2024-12-31 | $105,235 | $58,207 | $47,028 | $47,028 |
| FIRST FINANCIAL 3243 | P | 2001-01-01 | 2024-12-31 | $67,138 | $51,655 | $15,483 | $15,483 |
| NWM 9705 | P | 2024-01-01 | 2024-12-31 | $142,162 | $132,780 | $9,382 | $9,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,822 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,382 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,557 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,557 | SubtotalAmt |
| Tax Based On Investment Income | $1,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,121 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,121 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,564 | OverpaymentAmt |
| Applied To ES Tax | $11,564 | 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 | $4,464,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,464,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,464,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,397,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,557 | TotalTaxAmt |
| Distributable Before Adj | $218,312 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $218,312 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $218,312 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,797 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $101,797 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,640 | UndistributedIncomePYAmt |
| Qualifying Distributions | $101,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,640 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,157 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $147,155 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 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 | $10,100 | |||||
| ECHO FOUNDATION | ||||||||||||
| 1125 E MOREHEAD STREET SUITE 106 | CHARLOTTE | NC | 28204 | NONE | n/a | CHARITABLE CONTRIBUTION | $5,182 | |||||
| POOR ROBERTS CHARITIES | ||||||||||||
| 3900 WATSON PL NW SUITE G2A | WASHINGTON | DC | 20016 | NONE | n/a | CHARITABLE CONTRIBUTION | $1,000 | |||||
| CASEY CARES FOUNDATION | ||||||||||||
| 3918 VERO RD SUITE C | BALTIMORE | MD | 21227 | NONE | n/a | CHARITABLE CONTRIBUTION | $8,000 | |||||
| ST PATRICK'S | ||||||||||||
| 619 TENTH STREET NW | WASHINGTON | DC | 20001 | NONE | N/A | CHARITABLE CONTRIBUTION | $500 | |||||
| SAVE VENICE INC | ||||||||||||
| 133 E 58TH ST SUITE 501 | NEW YORK | NY | 10022 | NONE | CHARITABLE CONTRIBUTION | $2,500 | ||||||
| NEW ENDEAVORS BY WOMEN | ||||||||||||
| 611 N ST NW | WASHINGTON | DC | 20001 | NONE | CHARITABLE CONTRIBUTION | $250 | ||||||
| LITTLE SISTERS OF THE POOR | ||||||||||||
| 4200 HAREWOOD RD NE | WASHINGTON | DC | 20017 | NONE | CHARITABLE CONTRIBUTION | $1,500 | ||||||
| SAN 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 | $1,200 | |||||
| SISTERS OF IHM | ||||||||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | NONE | NA | CHARITABLE CONTRIBUTION | $5,000 | |||||
| ST JOHN'S COLLEGE HS | ||||||||||||
| 2607 MILITARY RD NW | CHEVY CHASE | DC | 20015 | NONE | NA | CHARITABLE CONTRIBUTION | $1,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 430 17TH ST NW | WASHINGTON | DC | 20006 | NONE | NA | CHARITABLE CONTRIBUTION | $2,000 | |||||
| ST JANE FRANCES DE CHANTAL | ||||||||||||
| 9601 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | NONE | NA | CHARITABLE CONTRIBUTION | $5,750 | |||||
| MOST HOLY ROSARY CHURCH | ||||||||||||
| 9961 ROSARYVILLE RD | UPPER MARLBORO | MD | 20772 | NONE | NA | CHARITABLE CONTRIBUTION | $500 | |||||
| CONNELLY SCHOOL OF THE HOLY CHILD | ||||||||||||
| 9029 BRADLEY BLVD | POTOMAC | MD | 20854 | NONE | NA | CHARITABLE CONTRIBUTION | $7,550 | |||||
| KENSINGTON VOLUNTEER FIRE | ||||||||||||
| 10620 CONNECTICUT AVE | KENSINGTON | MD | 20895 | NONE | CHARITABLE CONTRIBUTION | $210 | ||||||
| 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 | $1,000 | |||||
| SACRED HEART | ||||||||||||
| 16501 ANNAPOLIS RD | BOWIE | MD | 20715 | NONE | n/a | CHARITABLE CONTRIBUTION | $20,200 | |||||
| RISE REFUGIO SHELTER | ||||||||||||
| NONE | n/a | CHARITABLE CONTRIBUTION | $4,500 | FLORES MAGON | BENITO JUAREZ | PUERTO VALLARTA | MX | 48389 | ||||
| TUNNELS TO TOWERS | ||||||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | CHARITABLE CONTRIBUTION | $600 | |||||||
| ST LUKES | ||||||||||||
| 8380 COLESVILLE RD SUITE 300 | SILVER SPRING | MD | 20910 | CHARITABLE CONTRIBUTION | $500 | |||||||
| HOLY FAMILY HOSPITAL | ||||||||||||
| 2000 P ST NW 310 | WASHINGTON | DC | 20036 | CHARITABLE CONTRIBUTION | $500 | |||||||
| GOFUNDME | ||||||||||||
| 8605 SANTA MONICA BLVD 88639 | WEST HOLLYWOOD | CA | 90069 | CHARITABLE CONTRIBUTION | $615 | |||||||
| US MINT | ||||||||||||
| 801 9TH STREET NW | WASHINGTON | DC | 20220 | CHARITABLE CONTRIBUTION | $1,075 | |||||||
| SAMARITAN'S PURSE | ||||||||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | CHARITABLE DONATION | $1,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,232 | 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 | $1,101 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,362 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,334 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,822 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $159,619 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,619 | 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 | $6,900 | Amt |
| Net Investment Income | $3,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $5,693,905 | EOYBookValueAmt |
| EOYFMV | $5,303,235 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,205 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,205 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ANNUAL FEE | $99 | $99 |
| AUTO & PARKING | $16 | $16 |
| BANK FEES | $35 | $35 |
| COMPUTER EXPENSE | $190 | $190 |
| INTERNET DOMAIN | $114 | $114 |
| LINH UNG | $600 | $600 |
| MISC EXP | $73 | $73 |
| OTHER EXPENSES | $1,060 | $1,060 |
| POSTAGE | $905 | $905 |
| SUPPLIES | $118 | $118 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,334 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CITI | $21,001 | $6,910 |
| MARGIN LOAN | $58,144 | $409,555 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FIRST FINANCIAL ACCOUNT FEES | $11,679 | $11,679 | $0 | $0 |
| MANAGEMENT FEES | $12,000 | $12,000 | $0 | $0 |
| NWM ACCOUNT FEES | $8,826 | $8,826 | $0 | $0 |
| PUGH & TILLER | $4,700 | $0 | $0 | $4,700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $105 | $105 |
| FOREIGN TAXES | $394 | $394 |