TREHAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TREHAN FOUNDATION INC (EIN 27-0073510)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349107963
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T17:27:31-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270073510 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREHAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RANVIR TREHAN | InCareOfNm |
| Business Name Control | TREH | BusinessNameControlTxt |
| Phone | 7038218178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 BALLANTRAE FARM DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANVIR TREHAN | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 7038218178 | PhoneNum |
| Signature | 2024-09-01 | 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 | Johanna Seenath | PreparerPersonNm |
| PTIN | P01073042 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,171,867 | 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 | $1,894,987 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $106,957 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106,957 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $204,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,389 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,006,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,334,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,006,359 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,314 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,314 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,219,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,324,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,188 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,188 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,018 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,018 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,217 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,103,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,103,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,206,033 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,107,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,012,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,231,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148,793 | CashBOYAmt |
| Cash EOY | $468,028 | CashEOYAmt |
| Cash EOYFMV | $468,028 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,743,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,445,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,495,321 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,983,683 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,041,659 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,205,826 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $305,391 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $426,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,002,692 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,181,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,381,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,171,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,181,561 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,381,794 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,181,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,381,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,181,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,381,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,181,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,012,973 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,194,534 | SubtotalAmt |
| Other Decreases | $812,740 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,381,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 104.190 SHS DFA RL EST SECS | 2022-12-12 | 2023-09-07 | $3,819 | $3,950 | -$131 | -$131 | |
| 2,958.810 SHS DFA RL EST SECS | 2022-01-01 | 2023-09-07 | $108,440 | $98,766 | $9,674 | $9,674 | |
| 2 SHS PROMETHEUS BIOSCIENCES INC | 2023-06-08 | 2023-06-20 | $400 | $0 | $400 | $400 | |
| JPM #2006 ST COVERED | 2023-01-01 | 2023-12-31 | $493,606 | $492,570 | $1,036 | $1,036 | |
| JPM #2006 LT COVERED | 2022-01-01 | 2023-12-31 | $30,000 | $29,767 | $233 | $233 | |
| JPM #2002 ST COVERED | 2023-01-01 | 2023-12-31 | $1,442,853 | $1,388,992 | $56,080 | $53,861 | |
| JPM #2002 LT COVERED | 2022-01-01 | 2023-12-31 | $1,672,744 | $980,992 | $695,595 | $691,752 | |
| JPM #2002 ST NONCOVERED | 2023-01-01 | 2023-12-31 | $201,704 | $123,230 | $78,474 | $78,474 | |
| JPM #2002 LT NONCOVERED | 2022-01-01 | 2023-12-31 | $342,447 | $209,217 | $133,230 | $133,230 | |
| CAPITAL GAIN DIVIDENDS | $18 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,006,359 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,119 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,119 | SubtotalAmt |
| Tax Based On Investment Income | $17,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,073 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,573 | TotalPaymentsAndCreditsAmt |
| Overpayment | $27,454 | OverpaymentAmt |
| Applied To ES Tax | $27,454 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANVIR TREHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038218178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 BALLANTRAE FARM DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | 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 |
| 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 | RANVIR TREHAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 BALLANTRAE FARM DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,285,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $424,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,104,683 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,815,181 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,815,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,577,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $778,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $778,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,119 | TotalTaxAmt |
| Distributable Before Adj | $761,779 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $761,779 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $761,779 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,107,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,107,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $761,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $797,594 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,107,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $797,594 | AppliedToYear1Amt |
| Applied To Current Year | $310,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $451,450 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RANVIR TREHAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HINDU AMERICAN FOUNDATION | ||||||||
| 910 17TH STREET NW | SUITE 316A | WASHINGTON | DC | 20006 | NONE | PC | GENERAL FUND | $40,000 |
| KENNEDY CENTER | ||||||||
| 2700 F STREET NORTHWEST | WASHINGTON | DC | 20566 | NONE | PC | GENERAL FUND | $100,000 | |
| WASHINGTON TENNIS & EDUCATION FUND | ||||||||
| 200 STODDERT PLACE SE | WASHINGTON | DC | 20019 | NONE | PC | GENERAL FUND | $12,500 | |
| OBAMA FOUNDATION | ||||||||
| 5235 SOUTH HARPER COURT NO 1140 | CHICAGO | IL | 60615 | NONE | PC | GENERAL FUND | $200,000 | |
| NAMI | ||||||||
| 4301 WILSON BLVD | SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL FUND | $100 |
| FAIR OBSERVER | ||||||||
| 237 HAMILTON AVE | MOUNTAIN VIEW | CA | 94043 | NONE | PC | GENERAL FUND | $20,000 | |
| WOLF TRAP FOUNDATION | ||||||||
| 1551 TRAP ROAD | VIENNA | VA | 22182 | NONE | PC | GENERAL FUND | $50,000 | |
| NATIONAL NETWORK TO END DOMESTIC VIOLENCE | ||||||||
| 1325 MASSACHUSETTS AVE NW | 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $250 |
| CREW | ||||||||
| 1331 F ST NW | SUITE 900 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | 17TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VOTE SMART | ||||||||
| 1153 24TH ST | DES MOINES | IA | 50311 | NONE | PC | GENERAL SUPPORT | $300 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 840 1ST ST NE | SUITE 400 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $500 |
| AAUW Mclean Area (VA) Branch | ||||||||
| PO BOX 1002 | MCLEAN | VA | 22101 | NONE | PC | GENERAL SUPPORT | $100 | |
| American Indian College Fund | ||||||||
| 8333 GREENWOOD BLVD 120 | DENVER | CO | 80221 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ART OF LIVING | ||||||||
| 2401 15TH ST NW 7 | WASHINGTON DC | DC | 20009 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ASHIYANAA | ||||||||
| 6701 DEMOCRACY BLVD 300 | BETHESDA | MD | 20817 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AUM FOUNDATION | ||||||||
| 472 PROVIDENCE MAIN S NW UNIT 201 | HUNTSVILLE | AL | 35806 | NONE | PC | GENERAL SUPPORT | $400 | |
| BALLOTPEDIA | ||||||||
| 8383 GREENWAY BLVD SUITE 600 | MIDDLETON | WI | 53562 | NONE | PC | GENERAL SUPPORT | $100 | |
| CAPITAL AREA FOOD | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON DC | DC | 20017 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CARNEGIE ENDOWEMENT | ||||||||
| 1779 MASSACHUSETTS AVE NW 810 | WASHINGTON DC | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CENTER FOR SCIENCE IN THE PUBLIC | ||||||||
| 1250 I ST NW 500 | WASHINGTON DC | DC | 20005 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COALITION ON HUMAN NEEDS | ||||||||
| 1825 K STREET NW SUITE 411 | WASHINGTON DC | DC | 20006 | NONE | PC | GENERAL SUPPORT | $150 | |
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||||
| 259 W 30TH ST SUITE 402 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DRUG POLICY ALLIANCE | ||||||||
| 13I WEST 33RD STREET 15TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $75 | |
| EARTH JUSTICE | ||||||||
| 1001 G ST NW SUITE 1000 | WASHINGTON DC | DC | 20001 | NONE | PC | GENERAL SUPPORT | $50 | |
| EKAL VIDYALAYA FOUNDATION | ||||||||
| PO BOX 821369 | HOUSTON | TX | 77282 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FAIRFAX COUNTY PARK FOUNDATION | ||||||||
| 12055 GOVERNMENT CENTER PKWY | FAIRFAX | VA | 22035 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| FEED THE CHILDREN | ||||||||
| 1628 16H ST NW | WASHINGTON DC | DC | 20009 | NONE | PC | GENERAL SUPPORT | $250 | |
| FEEDING AMERICA | ||||||||
| 1627 I ST NW | WASHINGTON DC | DC | 20006 | NONE | PC | GENERAL SUPPORT | $250 | |
| FOOD & FRIENDS | ||||||||
| 219 RIGGS RD NE | WASHINGTON DC | DC | 20011 | NONE | PC | GENERAL SUPPORT | $100 | |
| FOOD FOR OTHERS | ||||||||
| 2938 PROSPERITY AVE | FAIRFAX | VA | 22031 | NONE | PC | GENERAL SUPPORT | $100 | |
| FOS FEMINISTA | ||||||||
| 125 Maiden Ln | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF THE EARTH | ||||||||
| PO Box 7010 | Merrifield | VA | 22116 | None | PC | General Support | $1,000 | |
| GANDHI MEMORIAL CENTER | ||||||||
| 4748 WESTERN AVE NW | BETHESDA | MD | 20816 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| GREATER WASHINGTON ASSOCIATION OF PHYSICIANS | ||||||||
| 22782 MOUNTVILLE WOODS DR | ASHBURN | VA | 20148 | NONE | PC | GENERAL SUPPORT | $100 | |
| HUMAN RIGHTS CAMPAIGN | ||||||||
| 1640 PHODE ISLAND AVE NW | WASHINGTON DC | DC | 20036 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| I HAVE A DREAM FOUNDATION | ||||||||
| 322 EIGHTH AVENUE SUITE 201 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | ||||||||
| 1400 16TH ST NW 510 | WASHINGTON DC | DC | 20036 | NONE | PC | GENERAL SUPPORT | $100 | |
| INOVA HEALTH FOUNDATION | ||||||||
| 8095 INNOVATION PARK DR | FAIRFAX | VA | 22031 | NONE | PC | GENERAL SUPPORT | $250 | |
| LEAGUE OF WOMEN VOTERS OF THE FAIRFAX AREA | ||||||||
| 4026-B HUMMER RD | ANNANDALE | VA | 22003 | NONE | PC | GENERAL SUPPORT | $100 | |
| LEAGUE OF WOMEN VOTERS OF WISCONSIN | ||||||||
| 612 W MAIN ST | MADISON | WI | 53703 | NONE | PC | GENERAL SUPPORT | $100 | |
| MACULAR DEGENerATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PC | GENERAL SUPPORT | $500 | |
| MADD CHARITABLE FOUNDATION | ||||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | PC | GENERAL SUPPORT | $100 | |
| MARTHA'S TABLE | ||||||||
| 2375 ELVANS RD SE | WASHINGTON DC | DC | 20020 | NONE | PC | GENERAL SUPPORT | $200 | |
| MARYLAND PUBLIC TELEVISION | ||||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | NONE | PC | GENERAL SUPPORT | $300 | |
| MID ATLANTIC INNOCENCE PROJECT | ||||||||
| 1413 K ST NW | WASHINGTON DC | DC | 20005 | NONE | PC | GENERAL SUPPORT | $250 | |
| MS FOUNDATION | ||||||||
| 1 M ST SE STE 510 | WASHINGTON DC | DC | 20003 | NONE | PC | GENERAL SUPPORT | $250 | |
| MUSKAAN | ||||||||
| 3661 W SHEILDS AVE APT 203 | FRESNO | CA | 93722 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON DC | DC | 20036 | NOne | PC | GENERAL SUPPORT | $500 | |
| NATIVE AMERICAN HERITAGE | ||||||||
| 12000 GOVERNMENT CENTER PKWY | FAIRFAX | VA | 22035 | NONE | PC | GENERAL SUPPORT | $200 | |
| PATH FOUNDATION | ||||||||
| 321 Walker Dr 301 | Warrenton | VA | 20186 | None | PC | General Support | $200 | |
| Texas Organization Education Fund | ||||||||
| PO Box 120296 | San Antonio | TX | 78212 | None | PC | General Support | $500 | |
| Self Revelation Church | ||||||||
| 4748 Western Ave | Bethesda | MD | 20816 | None | PC | General Support | $100,000 | |
| Trust Women Foundation | ||||||||
| PO Box 3222 | Wichita | KS | 67201 | None | PC | General Support | $1,000 | |
| Turning Point USA | ||||||||
| 4940 East Beverly Road | Phoenix | AZ | 85044 | None | PC | General Support | $100 | |
| So Others Might Eat (Some) | ||||||||
| 71 O St NW | Washington | DC | 20001 | None | PC | General Support | $10,000 | |
| PETA | ||||||||
| 1536 16th St NW | Washington | DC | 20036 | None | PC | General Support | $1,000 | |
| United Service Organization (USO) | ||||||||
| 5940 9th St | Fort Belvoir | VA | 22060 | None | PC | General Support | $200 | |
| UNICEF | ||||||||
| 1775 K St NW 360 | Washington | DC | 20006 | None | PC | General Support | $1,000 | |
| Smile Train | ||||||||
| 3rd Avenue 9th Floor | New York | NY | 10017 | None | PC | General Support | $10,000 | |
| St Joseph Indian School | ||||||||
| 1301 North Main Street | Chamberlain | SD | 57325 | None | PC | General Support | $1,000 | |
| AUW | ||||||||
| PO Box 380768 | Cambridge | MA | 02238 | None | PC | General Support | $400 | |
| Public Citizen Foundation | ||||||||
| 1600 20th St NW | Washington | DC | 20009 | None | PC | General Support | $350 | |
| WAMU 885 | ||||||||
| 4401 Connecticut Ave NW | Washington | DC | 20008 | None | PC | General Support | $1,000 | |
| World Food Program | ||||||||
| 1750 H St NW Ste 500 | Washington | DC | 20006 | None | PC | General Support | $1,000 | |
| TechnoServe | ||||||||
| 1777 N Kent St 1100 | Arlington | VA | 22209 | None | PC | General Support | $100 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Ave | Montgomery | AL | 36104 | None | PC | General Support | $500 | |
| Union Theological Seminary | ||||||||
| 3041 Broadway | New York | NY | 10027 | None | PC | General Support | $200 | |
| Southwest Reservation Aid | ||||||||
| 16415 Addison Rd Suite 200 | Addison | TX | 75001 | None | PC | General Support | $200 | |
| Virginia Interfaith Power & light | ||||||||
| 1716 E Franklin St 2nd Floor | Richmond | VA | 23223 | None | PC | General Support | $100 | |
| Planned Parenthood | ||||||||
| 1225 4th Street NE | Washington | VA | 20002 | 250 | PC | General Support | $250 | |
| Reading is Fundamental | ||||||||
| 750 First Street NE Ste 920 | Washingtion | DC | 20002 | None | PC | General Support | $100 | |
| The Trevor Project | ||||||||
| PO Box 69232 | West Hollywood | CA | 90069 | None | PC | General Support | $100 | |
| USOPF | ||||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | None | PC | General Support | $200 | |
| Woodley House | ||||||||
| 3000 Connecticut Ave NW Ste 108 | Washington | DC | 20008 | None | PC | General Support | $5,000 | |
| Pratham USA | ||||||||
| 9703 Richmond Ave 102 | Houston | TX | 77042 | None | PC | General Support | $15,000 | |
| GWAPI | ||||||||
| 22782 Mountville Woods Dr | Ashburn | VA | 20148 | None | PC | General Support | $3,000 | |
| The Writer's Center | ||||||||
| 4508 Walsh Street | Bethesda | MD | 20815 | None | PC | General Support | $2,000 | |
| Bitsaa International Inc | ||||||||
| 1030 E El Camino Real | 256 | Sunnyvale | CA | 94087 | None | PC | General Support | $330,000 |
| Vedanta Cultural Foundation USA | ||||||||
| 500 Crossfields Lane | Somerset | NJ | 08873 | None | PC | General Support | $6,500 | |
| State Bank of India | ||||||||
| 1200 17th St NW | Washington | DC | 20036 | None | PC | Financial Support for College Girls Students | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,103,675 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,957 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,006,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INOCOME/LOSS JPM | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,324,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,324,019 | 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 | BDO FEES | CategoryTxt |
| Amt | $8,375 | Amt |
| Net Investment Income | $4,188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,188 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPM #2006 FIXED INCOME (ATTD) | BondNm |
| EOY Book Value | $3,041,659 | EOYBookValueAmt |
| EOYFMV | $3,205,826 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FD-AI | $4,855,263 | $5,996,546 |
| SIX CIRCLES U.S. UNCONSTRAINED | $2,923,611 | $3,510,915 |
| JPM BETABUILDERS CANADA ETF | $208,304 | $260,904 |
| SIX CIRCLES INTERNATIONAL | $1,411,027 | $1,590,052 |
| JPM BETABUILDERS JAPAN ETF | $279,751 | $311,811 |
| JPM BTABLDRS DEV ASIS X-JPN | $194,709 | $189,772 |
| FINANCIAL SELECT SECTOR SPDR | $339,445 | $379,234 |
| ISHARES CORE S&P MIDCAP | $233,289 | $256,087 |
| INDUSTRIAL SELECT SECTOR SPDR | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $426,708 | BookValueAmt |
| EOYFMV | $1,002,692 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJ FROM SECURITIES CONTRIBUTED | $739,524 |
| BOOK TO TAX DIFFERENCE | $73,216 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VA CORP COMMISSION | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $6,314 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,314 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $83,018 | Amt |
| Net Investment Income | $83,018 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $5,217 | $5,217 |
| IRS PAYMENT | $5,688 | $0 |
Comments