FREDRICK D AND KAREN G SCHAUFELD FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: FREDRICK D AND KAREN G SCHAUFELD FAMILY FOUNDATION (EIN 46-1558417)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-16
IRS object ID: 202023219349101757
Schema version: 2019v5.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T09:15:26-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	204831046	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LESLIE ANDERSON CPA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1101 NORWALK STREET	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27407	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	461558417	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FREDRICK D & KAREN G SCHAUFELD FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	FRED	BusinessNameControlTxt
Phone	7037491300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 NORWALK STREET	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27407	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FREDRICK D SCHAUFELD	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7037491300	PhoneNum
Signature	2020-11-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LESLIE L ANDERSON	PreparerPersonNm
PTIN	P00021396	PTIN
Phone	3364822444	PhoneNum
Preparation	2020-11-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	52.225.238.186	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-16	IPDt
IP Tm	09:15:22	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	6C9B1A35775087DBDB8A6D25ECA509C7F6C27838	AtSubmissionFilingDeviceId

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	$5,747,162	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	$873,898	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$29,724	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$29,724	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,963,355	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,207,525	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,963,355	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,866,977	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,993,079	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$140,000	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$140,000	OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss	$535	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$535	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$7,175	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$7,175	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$218,966	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$218,251	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$715	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$37	InterestRevAndExpnssAmt
Interest Net Invst Incm	$37	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$10,665	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$10,665	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$17,512	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$17,512	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$24,892	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$24,892	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$419,782	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$218,288	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$201,494	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,791,285	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,791,285	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,211,067	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$218,288	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,992,779	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$655,910	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,774,791	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$430,186	CashBOYAmt
Cash EOY	$94,277	CashEOYAmt
Cash EOYFMV	$94,277	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$13,615	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$29,075	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$29,075	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$4,160	CorporateStockBOYAmt
Corporate Stock EOY	$1,694,069	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,222,393	CorporateStockEOYFMVAmt
Other Investments BOY	$3,495,427	OtherInvestmentsBOYAmt
Other Investments EOY	$1,401,417	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,401,417	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,943,388	TotalAssetsBOYAmt
Total Assets EOY	$3,218,838	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,747,162	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$12	AccountsPayableBOYAmt
Total Liabilities BOY	$12	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$3,943,376	CapitalStockBOYAmt
Capital Stock EOY	$3,218,838	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,943,376	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,218,838	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,943,388	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,218,838	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,943,376	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$655,910	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$4,599,286	SubtotalAmt
Other Decreases	$1,380,448	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,218,838	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$505,623	$305,775	$199,848	$199,848
K-1: SWAN & LEGEND FUND II LP			$1,066,239	$1,066,239	P
PUBLICLY TRADED SECURITIES	$701,902	$4,160	$697,742	$697,742
SWAN EAGLE, LLC - LOSS ON DISPOSITION			-$474	-$474	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,963,355	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$2,642,155	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,559,260	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.579514	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$2,341,578	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,353,973	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.437353	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$2,470,327	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,960,792	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.497970	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$2,864,203	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$8,673,561	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.330222	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$915,697	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$11,149,043	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.082132	DistributionYr5Rt
Total Distribution	1.927191	TotalDistributionRt
Average Distribution	0.385438	AverageDistributionRt
Net Vl Noncharitable Assets	$3,371,281	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,299,420	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$17,748	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,317,168	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,992,779	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$17,748	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$17,748	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$17,748	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$8,138	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$8,138	TotalPaymentsAndCreditsAmt
Es Penalty	$274	EsPenaltyAmt
Tax Due	$9,884	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	LESLIE ANDERSON CPA PC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3364822444	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1101 NORWALK ST	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27407	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
FREDRICK D SCHAUFELD
PO BOX 6266	LEESBURG	VA	20178	PRESIDENT	2.00	$0	$0	$0
KAREN G SCHAUFELD
PO BOX 6266	LEESBURG	VA	20178	SECRETARY	2.00	$0	$0	$0
RICHARD SCHAUFELD
PO BOX 6266	LEESBURG	VA	20178	TREASURER	2.00	$0	$0	$0
CINDY SCHAUFELD
PO BOX 6266	LEESBURG	VA	20178	SECRETARY	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,436,197	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$585,685	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,400,738	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,422,620	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,422,620	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$51,339	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,371,281	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$168,564	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$168,564	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$17,748	TaxBasedOnInvestmentIncomeAmt
Total Tax	$17,748	TotalTaxAmt
Distributable Before Adj	$150,816	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$150,816	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$150,816	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,992,779	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,992,779	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$17,748	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,975,031	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$150,816	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$364,779	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,434,743	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,239,287	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,078,603	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,461,556	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$9,578,968	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,992,779	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$150,816	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,841,963	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$11,420,931	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$364,779	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$11,056,152	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,434,743	ExcessFromYear4Amt
Excess From Year3	$2,239,287	ExcessFromYear3Amt
Excess From Year2	$2,078,603	ExcessFromYear2Amt
Excess From Year1	$2,461,556	ExcessFromYear1Amt
Excess From Current Year	$1,841,963	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	FREDRICK D SCHAUFELD	ContributingManagerNm
Contributing Manager	KAREN G SCHAUFELD	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ALL AGES READ TOGETHER (AART)
16007 FIRELY HILL LANE	LEESBURG	VA	20176	NONE	PC	SUPPORT FOR EDUCATION - 2019 READ A THON & CONTRIBUTION; AART FOR CFNOVA	$201,000
BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVE SE	WASHINGTON	DC	20020	NONE	PC	EDUCATION - HONORY OF MICHELLE FREEMAN/ARC	$1,000
CHANCE FOR LIFE FOUNDATION
727 N WASHINGTON STREET	ALEXANDRIA	VA	22314	NONE	PC	SUPPORT PEDIATRIC CANCER RESEARCH	$45,075
CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD	LOS ANGELES	CA	90027	NONE	PC	6TH ANNUAL GOFAFF FUNFEST SPONSORSHIP	$15,000
COMM FOUNDATION FOR LOUDOUN & N FAUQUIER
163 FORT EVANS ROAD NE 130	LEESBURG	VA	20176	NONE	PC	SUPPORT FOR OPERATIONS AND PROGRAMS	$111,000
DC COLLEGE ACCESS PROGRAM
1400 L ST NW 400	WASHINGTON	DC	20005	NONE	PC	EDUCATION	$47,998
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001	CINCINNATI	OH	45277	NONE	PC	SUPPORT FOR OPERATIONS	$25,000
GEORGE WASHINGTON UNIV LAW SCHOOL
2000 H ST NW	WASHINGTON	DC	20052	NONE	PC	SUPPORT FOR EDUCATIONAL PROGRAMS	$3,000
HALCYON HOUSE
3400 PROSPECT STREET NW	WASHINGTON	DC	20007	NONE	PC	SUPPORT FOR EMERGING CREATIVES STRIVING FOR A BETTER WORLD	$5,000
INOVA HEALTH SYSTEMS
8110 GATEHOUSE ROAD	FALLS CHURCH	VA	22042	NONE	PC	HEALTH CARE	$571,429
THE JOHN F KENNEDY CENTER
2700 F ST NW	WASHINGTON	DC	20566	NONE	PC	PERFORMING ARTS	$4,381
LEHIGH UNIVERSITY
27 MEMORIAL DRIVE WEST	BETHLEHEM	PA	18016	NONE	PC	EDUCATION	$16,445
LEONARD EDUCATION ORGANIZATION INC
PO BOX 504	BUENA VISTA	VA	24416	NONE	PC	SUPPORT FOR EDUCATION AND PROGRAMS	$40,000
LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRIVE STE 200	RYE BROOK	NY	10573	NONE	PC	SUPPORT FOR EDUCATION AND RESEARCH PROGRAMS	$20,000
LIFE WITH CANCER
8110 GATEHOUSE ROAD	EAST FALLS CHURCH	VA	22042	NONE	PC	2019 GIFT JOAN HISAOKA GALA	$10,000
LOUDON EDUCATION FOUNDATION
21000 EDUCATION COURT	ASHBURN	VA	20148	NONE	PC	EDUCATION	$1,000
MIDDLEBURG FILM FESTIVAL
PO BOX 1566	MIDDLEBURG	VA	20118	NONE	PC	PERFORMING ARTS	$25,000
SCAN OF NORTHERN VA
205 WHITING ST 205	ALEXANDRIA	VA	22304	NONE	PC	CHILDRENS WELL BEING	$4,350
SHARE OUR STRENGTH
1030 15TH STREET NW SUITE 1100 W	WASHINGTON	DC	20005	NONE	PC	SUPPORT FOR PROGRAMS TO END CHILD HUNGER	$900
UNITED WAY OF LONG ISLAND
819 GRAND BOULEVARD 1	DEER PARK	NY	11729	NONE	PC	SCHOLARSHIP	$275,000
WINCHESTER EDUCATION FOUNDATION - PUBLIC SCHOOLS
122 N WASHINGTON ST	WINCHESTER	VA	22601	NONE	PC	EDUCATION	$200,000
WOLF TRAP FOUNDATION
1645 TRAP ROAD	VIENNA	VA	22182	NONE	PC	EDUCATION	$68,082
ASSOCIATION OF FUNDING PROFESSIONALS MARYLAND
3465 BOX HILL CORPORATE CENTER DR	ABINGDON	MD	21009	NONE	PC	PROFESSIONAL DEVELOPMENT	$1,000	STE H
CAPITAL HOSPICE
2900 TELESTAR COURT	FALLS CHURCH	VA	22042	NONE	PC	CAPITAL CARING GALA	$3,625
CHILDREN'S HOSPITAL FOUNDATION
2924 BROOK RD	RICHMOND	VA	23220	NONE	PC	ANNUAL SUPPORT	$25,000
HEAD STRONG PROJECT
655 MADISON AVE	NEW YORK	NY	10001	NONE	PC	2019 CONTRIBUTION	$1,000
LOUDON LAURELS FOUNDATION
PO BOX 183	LEESBURG	VA	20178	NONE	PC	STEWARDSHIP TRUST SCHOLARSHIP & GALA SPONSPORSHIP	$50,000
NATURE CONSERVANCY
530 E MAIN ST 800	RICHMOND	VA	23219	NONE	PC	2019 CONTRIBUTION	$5,000
SHAKESPEARE THEATRE COMPANY
516 8TH STREET SE	WASHINGTON	DC	200032834	NONE	PC	2019 CONTRIBUTION	$5,000
THE V FOUNDATION FOR CANCER RESEARCH
14600 WESTON PARKWAY	CARY	NC	27513	NONE	PC	JIMMY V VINE EVENT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,791,285	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INOVA HEALTH SYSTEMS	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	8110 GATEHOUSE ROAD	AddressLine1Txt
City	FALLS CHURCH	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22042	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	HEALTH CARE	GrantOrContributionPurposeTxt
Amt	$1,714,287	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,714,287	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$29,724	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Exclusion	14	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,963,355	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,993,079	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,993,079	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCHAUFELD FAMILY LLC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 6266	AddressLine1Txt
City	LEESBURG	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20178	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$873,898	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	21,170 SHARES APPIAN CORP	NoncashPropertyDesc
Fair Market Value	$873,898	FairMarketValueAmt
Received	2019-12-19	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$7,175	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$7,175	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
APPIAN CORP (21,170 SHARES)	$0	$808,906
PINTEREST INC (183,127 SHARES)	$1,694,069	$3,413,487

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
K-1: SWAN & LEGEND FUND 2	AT COST	$642,435	$642,435
K-1: PACTOLUS-CRANEMERE SERIES	AT COST	$758,982	$758,982

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$535	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$535	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
BOOK/TAX DIFFERENCES	$506,550
BOOK/TAX CONTRIBUTIONS	$873,898

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE	$21,844	$0	$21,844
INSURANCE	$3,048	$0	$3,048

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE	$3,313	$3,313	$0
OTHER PROFESSIONAL FEES	$715	$0	$715
K-1: SWAN & LEGEND FUND II LP	$202,064	$202,064	$0
K-1: PACTOLUS-CRANEMERE SERIES FUND LLC	$5,086	$5,086	$0
K-1: PACTOLUS/G4 CAPITAL PARTNERS FUND III	$5,071	$5,071	$0
K-1: SWAN EAGLE, LLC	$2,717	$2,717	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	PAYROLL TAXES	CategoryTxt
Amt	$10,665	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$10,665	DisbursementsCharitablePrpsAmt