VIRAGH FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VIRAGH FAMILY FOUNDATION INC (EIN 52-2284009)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-09
- IRS object ID
- 202223439349100107
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-09T13:37:03-08:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521593339 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Young Brophy PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10211 Wincopin Circle Suite 150 | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522284009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Viragh Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Intentional Philanthropy LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRA | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 Hampden Lane 106 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger E Young | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2022-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Roger E | PersonFirstNm |
| Person Last | Young | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter J Brophy | PreparerPersonNm |
| PTIN | P00149527 | PTIN |
| Phone | 4432767000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,030,119 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $816,211 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $845,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,129,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,774,159 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,129,805 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $123,267 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,946,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,098,636 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,769 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,381 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,388 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $101,266 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,511 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $53,755 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $266,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $266,695 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $92,532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,308 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $101,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,806 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $86,834 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $569,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $347,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,141,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,141,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,711,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $347,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,283,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,765,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,750,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,171,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,672,336 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,672,336 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $41,059,174 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,357,783 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,357,783 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $45,230,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,030,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,030,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $45,230,299 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,030,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,230,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,030,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,230,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,030,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,230,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,765,114 | ExcessRevenueOverExpensesAmt |
| Subtotal | $43,465,185 | SubtotalAmt |
| Other Decreases | $6,435,066 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,030,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| Cash fund net LT gains | P | 2010-07-01 | 2022-06-30 | $650 | -$650 | -$650 | |
| Cincinnati net LT gains | P | 2010-07-01 | 2022-06-30 | $669,317 | $62,982 | $62,982 | $732,299 |
| Div Ruler net ST gains | P | 2021-07-01 | 2022-06-30 | $435,074 | $22,392 | $22,392 | $457,466 |
| Div Ruler net LT gains | P | 2010-07-01 | 2022-06-30 | $635,606 | $145,233 | $145,233 | $780,839 |
| Global Eqty net ST gains | P | 2021-07-01 | 2022-06-30 | $47,006 | $730 | $730 | $47,736 |
| Global Eqty net LT gains | P | 2010-07-01 | 2022-06-30 | $1,869,486 | $1,135,312 | $1,135,312 | $3,004,798 |
| JPM net ST gains | P | 2021-07-01 | 2022-06-30 | $179,139 | $3,306 | $3,306 | $182,445 |
| JPM net LT gains | P | 2010-07-01 | 2022-06-30 | $1,179,013 | $77,871 | $77,871 | $1,256,884 |
| Kayne net LT gains | P | 2010-07-01 | 2022-06-30 | $29,694 | $100,734 | $100,734 | $130,428 |
| NB Infr Mid net ST gains | P | 2021-07-01 | 2022-06-30 | $10,790 | $676 | $676 | $11,466 |
| NB Infr Mid net LT gains | P | 2010-07-01 | 2022-06-30 | $263,816 | $123,782 | $123,782 | $387,598 |
| QGARP net ST gains | P | 2021-07-01 | 2022-06-30 | $77,095 | $19,851 | $19,851 | $96,946 |
| QGARP net LT gains | P | 2010-07-01 | 2022-06-30 | $788,868 | $193,188 | $193,188 | $982,056 |
| WCM net ST gains | P | 2021-07-01 | 2022-06-30 | $36,162 | $4,188 | $4,188 | $40,350 |
| WCM net LT gains | P | 2010-07-01 | 2022-06-30 | $422,638 | $240,071 | $240,071 | $662,709 |
| Recovery from security litigation | P | 2010-07-01 | 2022-06-30 | $139 | $139 | $139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,129,805 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $51,143 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,238 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,238 | SubtotalAmt |
| Tax Based On Investment Income | $38,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $100,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $61,762 | OverpaymentAmt |
| Applied To ES Tax | $61,762 | 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 | MD | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Intentional Philanthropy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 Hampden Lane Unit 106 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 | Yes (true) | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Paula Viragh Williams | ||||||
| 4801 Hampden Lane Unit 106 | Bethesda | MD | 20814 | Director | 5.00 | $0 |
| Robert J Viragh | ||||||
| 4801 Hampden Lane Unit 106 | Bethesda | MD | 20814 | Director | 5.00 | $0 |
| Mark S Viragh | ||||||
| 4801 Hampden Lane Unit 106 | Bethesda | MD | 20814 | President | 10.00 | $0 |
| Katherine A Viragh | ||||||
| 4801 Hampden Lane Unit 106 | Bethesda | MD | 20814 | Treasurer | 5.00 | $0 |
| Jean M Dahl | ||||||
| 4801 Hampden Lane Unit 106 | Bethesda | MD | 20814 | Director | 5.00 | $0 |
| Roger E Young | ||||||
| 4801 Hampden Lane Unit 106 | Bethesda | MD | 20814 | Vice President | 1.00 | $0 |
| Lynette M Palmer | ||||||
| 4801 Hampden Lane Unit 106 | Bethesda | MD | 20814 | Secretary | 1.00 | $0 |
| Andrew J Viragh | ||||||
| 4801 Hampden Lane Unit 106 | Bethesda | MD | 20814 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NewEdge Wealth | |||||
| 200 Atlantic Street Suite 200 | Stamford | CT | 06902 | Consulting | $268,372 |
| Young Brophy PC | |||||
| 10211 Wincopin Circle Ste 150 | Columbia | MD | 21044 | Accounting & admin | $101,266 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,489,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,988,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,528,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $44,528,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $667,927 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,860,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,193,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,193,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,238 | TotalTaxAmt |
| Distributable Before Adj | $2,154,788 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,154,788 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,154,788 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,283,267 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,283,267 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,154,788 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,170,043 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,217,599 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,675,951 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,999,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,785,287 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,848,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,283,267 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,154,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,128,479 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,976,976 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,170,043 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,806,933 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,217,599 | ExcessFromYear4Amt |
| Excess From Year3 | $1,675,951 | ExcessFromYear3Amt |
| Excess From Year2 | $2,999,617 | ExcessFromYear2Amt |
| Excess From Year1 | $1,785,287 | ExcessFromYear1Amt |
| Excess From Current Year | $2,128,479 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert J Viragh | ContributingManagerNm |
| Contributing Manager | Mark S Viragh | ContributingManagerNm |
| Contributing Manager | Katherine A Viragh | ContributingManagerNm |
| Contributing Manager | Jean M Dahl | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| La Casa de las Madres | |||||||
| 1269 Howard Street | San Francisco | CA | 94103 | N/A | PC | Education and outreach programs for domestic violence victims. | $50,000 |
| Pancreatic Cancer Action Net | |||||||
| 1500 Rosecrans Ave Ste 200 | Manhattan Beach | CA | 90266 | N/A | PC | Research grant for pancreatic cancer and support of patients. | $225,000 |
| Exponent Philanthropy | |||||||
| 1720 N Street NW | Washington | DC | 20036 | N/A | PC | Educational programming of the Foundation. | $4,000 |
| SafeHaven of Tarrant County | |||||||
| 1010 North Center Street | Arlington | TX | 76011 | N/A | PC | Working to end domestic violence by keeping victims safe and holding offenders accountable. | $25,000 |
| St Louis Food Bank | |||||||
| 70 Corporate Woods Dr | Bridgeton | MO | 63044 | N/A | PC | Capital equipment for food bank. | $87,750 |
| Cal Ripken Sr Foundation | |||||||
| 1427 Clarkview Road Ste 100 | Baltimore | MD | 21209 | N/A | PC | Support STEM and I'm GREAT initiatives in disadvantaged neighborhoods. | $25,000 |
| Catholic Charities of Fort Worth | |||||||
| PO Box 15610 | Fort Worth | TX | 76119 | N/A | PC | Support Rural Vocations and Stay the Course Plus programs. | $50,000 |
| ACCESS Academies | |||||||
| 3500 Lindell Blvd Fitzgerald Hall | St Louis | MO | 63103 | N/A | PC | Provide scholarship funds for socially- and/or economically-disadvantaged students. | $675,000 |
| The Dream Builders Foundation | |||||||
| 2020 Willowment Lane | Brentwood | TN | 37027 | N/A | PC | Support for organization dedicated to helping financially, physically or mentally-challenged youth by providing support and financial assistance. | $75,000 |
| Mission Dolores Academy | |||||||
| 3371 16th Street | San Francisco | CA | 94114 | N/A | PC | Provide tuition assistance to low-income students and support the school's Mental Health Program. | $82,000 |
| Assistance League of Reno-Sparks | |||||||
| 1701 Vassar Street | Reno | NV | 89502 | N/A | PC | Provide awards and support for teachers in Washoe County and "Simulated Workplace". | $65,000 |
| The Nevada Discovery Museum | |||||||
| 490 South Center Street | Reno | NV | 89501 | N/A | PC | Support museum that provides a safe, nurturing and playful learning environment. | $60,000 |
| Huckleberry Youth Programs | |||||||
| 3450 Geary Boulevard | San Francisco | CA | 94118 | N/A | PC | Support for counseling program that works with parents and families of high risk youth. | $160,000 |
| Washington Jesuit Academy | |||||||
| 900 Varnum Street NE | Washington | DC | 20017 | N/A | PC | To fund scholarships for those in need at the Academy. | $146,000 |
| Safe Sound | |||||||
| 1757 Waller Street | San Francisco | CA | 94117 | N/A | PC | Support organization trying to prevent child abuse. | $180,000 |
| Ready Readers | |||||||
| 10403 Baur Boulevard Ste H | St Louis | MO | 63132 | N/A | PC | Support charity that inspires preschoolers to become readers. | $155,000 |
| Edgewood Center for Children and Fa | |||||||
| 1801 Vicente Street | San Francisco | CA | 94116 | N/A | PC | Support organization that promotes behavioral health. | $25,000 |
| Access Institute for Psychological | |||||||
| 110 Gough St Ste 301 | San Francisco | CA | 94102 | N/A | PC | Psychological support for schools. | $145,000 |
| National Multiple Sclerosis Society | |||||||
| 900 South Broadway 2nd flr | Denver | CO | 80209 | N/A | PC | Programs and direct client services to help people with MS live their best lives. | $50,000 |
| Crittenton Services of Greater Wash | |||||||
| 815 Silver Spring Ave | Silver Spring | MD | 20910 | N/A | PC | Programs for teen girls to overcome obstacles, make positive choices and achieve goals. | $75,000 |
| TLC - The Treatment and Learning Ce | |||||||
| 2092 Gaither Rd Ste 100 | Rockville | MD | 20850 | N/A | PC | Financial aid & scholarship program at Katherine Thomas School for students with language and learning disabilities. | $20,000 |
| Loyola Blakefield High School | |||||||
| 500 Chestnut Avenue | Towson | MD | 21204 | N/A | PC | Scholarships for students demonstrating significant financial need. | $72,500 |
| Jeremiah Program | |||||||
| 615 1st Ave NE Ste 210 | Minneapolis | MN | 55413 | N/A | PC | Support for program that supports single mothers as they obtain post-secondary credentials. | $50,000 |
| Don Bosco Cristo Rey High School | |||||||
| 1010 Larch Avenue | Takoma Park | MD | 20912 | N/A | PC | Scholarships to high school students. | $10,000 |
| Sandy Hook Promise Foundation | |||||||
| PO Box 3489 | Newtown | CT | 06470 | N/A | PC | Support prevention of gun violence. | $50,000 |
| Performing Arts Workshop | |||||||
| 768 Delano Avenue | San Francisco | CA | 94112 | N/A | PC | Support organization dedicated to arts education. | $50,000 |
| Operation Food Search | |||||||
| 1644 Lotsie Blvd | St Louis | MO | 63132 | N/A | PC | Support organization whose mission is to nourish and educate the hungry. | $87,750 |
| Emerge Community Development | |||||||
| 1834 Emerson Avenue N | Minneapolis | MN | 55411 | N/A | PC | Support organization who prepares young people with career and future readiness. | $50,000 |
| Northern Nevada Literacy Council | |||||||
| 1400 Wedekind Road | Reno | NV | 89512 | N/A | PC | Fund transportation and tuition costs for students in need in co-enrollment programs. | $50,000 |
| California Institute of Integral St | |||||||
| 1453 Mission Street | San Francisco | CA | 94103 | N/A | PC | To support low-income students in their Master's of Counseling Psychology with a Concentration in Community Mental Health graduate program. | $110,990 |
| City Kids to Wilderness Project Inc | |||||||
| 2437 15th Street NW | Washington | DC | 20009 | N/A | PC | Support DC youth through school year and summer programs. | $41,000 |
| House of Ruth | |||||||
| 5 Thomas Circle NW 4th flr | Washington | DC | 20005 | N/A | PC | To support the Kidspace childcare center to offer learning and developmental services to homeless children. | $330,000 |
| Safe Shores The DC Children's Advoc | |||||||
| 429 O Street NW | Washington | DC | 20001 | N/A | PC | To provide wraparound services of those suffering from childhood trauma and violence advocacy. | $44,000 |
| Covenant House Missouri | |||||||
| 2727 N Kingshighway Blvd | St Louis | MO | 63113 | N/A | PC | Support organization that helps homeless youth. | $175,000 |
| Catholic Charities of Northern Neva | |||||||
| 500 E 4th Street | Reno | NV | 89512 | N/A | PC | Support for organization that feeds the homeless. | $100,000 |
| Good Shepherd Gracenter | |||||||
| 1310 Bacon Street | San Francisco | CA | 94134 | N/A | PC | To support the organization that helps women break free from drug and alcohol addiction. | $30,000 |
| Homeless Persons Representation Pro | |||||||
| 201 N Charles St Suite 1104 | Baltimore | MD | 21201 | N/A | PC | Mission is to end homelessness in Maryland by providing free legal services for low-income persons who are homeless or at risk of homelessness. | $125,000 |
| Temperance Training Foundation | |||||||
| 1000 NW 1st Avenue Unit 26 | Boca Raton | FL | 33432 | N/A | PC | To provide free CrossFit training, group meditation and other sober activities to anyone in recovery. | $41,500 |
| High Sierra Industries | |||||||
| 555 Reactor Way | Reno | NV | 89502 | N/A | PC | Support and empower people with disabilities. | $58,800 |
| YouthBridge Community Foundation | |||||||
| 5501 Delmar Boulevard | St Louis | MO | 63112 | N/A | PC | Fund Turn the Page STL. | $30,000 |
| Doc's Recovery House | |||||||
| 1821 Restoration Rd SW | Rochester | MN | 55902 | N/A | PC | Support for their pre-treatment housing program while individuals await placement in a residential addiciton treatment center. | $75,000 |
| New Futures | |||||||
| 609 H Street NE Suite 500 | Washington | DC | 20002 | N/A | PC | Support scholarships for underserved young people across the Washington, DC region. | $80,000 |
| Sitar Arts Center | |||||||
| 1700 Kalorama Road NW Suite 101 | Washington | DC | 20009 | N/A | PC | Support for affordable, high-quality education and workforce development in the visual, digital, and performing arts for DC low-income households. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,141,290 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $816,211 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,705 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,129,805 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| Oil and gas income | 211110 | -$79 |
| Rental & leasing services | 532000 | -$1,626 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,705 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,947,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,946,016 | 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, support services & tax prep | CategoryTxt |
| Amt | $101,266 | Amt |
| Net Investment Income | $47,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $53,755 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and support services | CategoryTxt |
| Legal Fees | $7,769 | LegalFeesAmt |
| Net Investment Income | $6,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,388 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Conference | $6,123 | ||
| Consulting | $75,756 | $75,756 | |
| Dues & subscriptions | $11,078 | $11,078 | |
| Insurance | $6,666 | $6,666 | |
| Postage & delivery | $140 | $140 | |
| Travel | $1,815 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $266,695 | Amt |
| Net Investment Income | $266,695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal tax | $72,224 | |
| Foreign Taxes | $16,158 | $16,158 |
| NB Strategic III taxes | $4,150 | $4,150 |
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