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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-12-09T13:37:03-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521593339PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Young Brophy PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110211 Wincopin Circle Suite 150AddressLine1Txt
CityColumbiaCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21044ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522284009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Viragh Family FoundationBusinessNameLine1Txt
Business Name Line2co Intentional Philanthropy LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVIRABusinessNameControlTxt
Phone3017614433PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14801 Hampden Lane 106AddressLine1Txt
CityBethesdaCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRoger E YoungPersonNm
Person TitleDirectorPersonTitleTxt
Signature2022-12-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRoger EPersonFirstNm
Person LastYoungPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPeter J BrophyPreparerPersonNm
PTINP00149527PTIN
Phone4432767000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,030,119FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$816,211DividendsRevAndExpnssAmt
Dividends Net Invst Incm$845,564DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,129,805NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,774,159GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,129,805CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm$123,267OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,946,016TotalRevAndExpnssAmt
Total Net Invst Incm$3,098,636TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$7,769LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,381LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,388LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$101,266AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$47,511AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$53,755AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$266,695OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$266,695OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$92,532TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20,308TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$101,578OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,806OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$86,834OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$569,840TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$347,701TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$141,977TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,141,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,141,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,711,130TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$347,701TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,283,267TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,765,114ExcessRevenueOverExpensesAmt
Net Investment Income$2,750,935NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,171,125SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,672,336SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,672,336SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$41,059,174OtherInvestmentsBOYAmt
Other Investments EOY$35,357,783OtherInvestmentsEOYAmt
Other Investments EOYFMV$35,357,783OtherInvestmentsEOYFMVAmt
Total Assets BOY$45,230,299TotalAssetsBOYAmt
Total Assets EOY$37,030,119TotalAssetsEOYAmt
Total Assets EOYFMV$37,030,119TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$45,230,299RetainedEarningBOYAmt
Retained Earning EOY$37,030,119RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$45,230,299TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,030,119TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,230,299TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,030,119TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,230,299TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,765,114ExcessRevenueOverExpensesAmt
Subtotal$43,465,185SubtotalAmt
Other Decreases$6,435,066OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,030,119TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
Cash fund net LT gainsP2010-07-012022-06-30$650-$650-$650
Cincinnati net LT gainsP2010-07-012022-06-30$669,317$62,982$62,982$732,299
Div Ruler net ST gainsP2021-07-012022-06-30$435,074$22,392$22,392$457,466
Div Ruler net LT gainsP2010-07-012022-06-30$635,606$145,233$145,233$780,839
Global Eqty net ST gainsP2021-07-012022-06-30$47,006$730$730$47,736
Global Eqty net LT gainsP2010-07-012022-06-30$1,869,486$1,135,312$1,135,312$3,004,798
JPM net ST gainsP2021-07-012022-06-30$179,139$3,306$3,306$182,445
JPM net LT gainsP2010-07-012022-06-30$1,179,013$77,871$77,871$1,256,884
Kayne net LT gainsP2010-07-012022-06-30$29,694$100,734$100,734$130,428
NB Infr Mid net ST gainsP2021-07-012022-06-30$10,790$676$676$11,466
NB Infr Mid net LT gainsP2010-07-012022-06-30$263,816$123,782$123,782$387,598
QGARP net ST gainsP2021-07-012022-06-30$77,095$19,851$19,851$96,946
QGARP net LT gainsP2010-07-012022-06-30$788,868$193,188$193,188$982,056
WCM net ST gainsP2021-07-012022-06-30$36,162$4,188$4,188$40,350
WCM net LT gainsP2010-07-012022-06-30$422,638$240,071$240,071$662,709
Recovery from security litigationP2010-07-012022-06-30$139$139$139
FieldValueIRS element (for citing)
Capital Gain Net Income$2,129,805CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$51,143NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38,238InvestmentIncomeExciseTaxAmt
Subtotal$38,238SubtotalAmt
Tax Based On Investment Income$38,238TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$60,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$100,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$61,762OverpaymentAmt
Applied To ES Tax$61,762AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Intentional PhilanthropyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3017614433PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14801 Hampden Lane Unit 106AddressLine1Txt
CityBethesdaCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Paula Viragh Williams
4801 Hampden Lane Unit 106BethesdaMD20814Director5.00$0
Robert J Viragh
4801 Hampden Lane Unit 106BethesdaMD20814Director5.00$0
Mark S Viragh
4801 Hampden Lane Unit 106BethesdaMD20814President10.00$0
Katherine A Viragh
4801 Hampden Lane Unit 106BethesdaMD20814Treasurer5.00$0
Jean M Dahl
4801 Hampden Lane Unit 106BethesdaMD20814Director5.00$0
Roger E Young
4801 Hampden Lane Unit 106BethesdaMD20814Vice President1.00$0
Lynette M Palmer
4801 Hampden Lane Unit 106BethesdaMD20814Secretary1.00$0
Andrew J Viragh
4801 Hampden Lane Unit 106BethesdaMD20814Vice President1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
NewEdge Wealth
200 Atlantic Street Suite 200StamfordCT06902Consulting$268,372
Young Brophy PC
10211 Wincopin Circle Ste 150ColumbiaMD21044Accounting & admin$101,266

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$39,489,718AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,988,736AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$50,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,528,454TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$44,528,454AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$667,927CashDeemedCharitableAmt
Net Vl Noncharitable Assets$43,860,527NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,193,026MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,193,026MinimumInvestmentReturnAmt
Tax Based On Investment Income$38,238TaxBasedOnInvestmentIncomeAmt
Total Tax$38,238TotalTaxAmt
Distributable Before Adj$2,154,788DistributableBeforeAdjAmt
Distributable Before Ded$2,154,788DistributableBeforeDedAmt
Distributable As Adjusted$2,154,788DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,283,267ExpensesAndContributionsAmt
Qualifying Distributions$4,283,267QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,154,788DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,170,043ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,217,599ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,675,951ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,999,617ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,785,287ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,848,497TotalExcessDistributionCyovAmt
Qualifying Distributions$4,283,267QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,154,788AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,128,479RemainingDistriFromCorpusAmt
Total Corpus$10,976,976TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,170,043ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,806,933ExcessDistriCyovToNextYrAmt
Excess From Year4$1,217,599ExcessFromYear4Amt
Excess From Year3$1,675,951ExcessFromYear3Amt
Excess From Year2$2,999,617ExcessFromYear2Amt
Excess From Year1$1,785,287ExcessFromYear1Amt
Excess From Current Year$2,128,479ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRobert J ViraghContributingManagerNm
Contributing ManagerMark S ViraghContributingManagerNm
Contributing ManagerKatherine A ViraghContributingManagerNm
Contributing ManagerJean M DahlContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
La Casa de las Madres
1269 Howard StreetSan FranciscoCA94103N/APCEducation and outreach programs for domestic violence victims.$50,000
Pancreatic Cancer Action Net
1500 Rosecrans Ave Ste 200Manhattan BeachCA90266N/APCResearch grant for pancreatic cancer and support of patients.$225,000
Exponent Philanthropy
1720 N Street NWWashingtonDC20036N/APCEducational programming of the Foundation.$4,000
SafeHaven of Tarrant County
1010 North Center StreetArlingtonTX76011N/APCWorking to end domestic violence by keeping victims safe and holding offenders accountable.$25,000
St Louis Food Bank
70 Corporate Woods DrBridgetonMO63044N/APCCapital equipment for food bank.$87,750
Cal Ripken Sr Foundation
1427 Clarkview Road Ste 100BaltimoreMD21209N/APCSupport STEM and I'm GREAT initiatives in disadvantaged neighborhoods.$25,000
Catholic Charities of Fort Worth
PO Box 15610Fort WorthTX76119N/APCSupport Rural Vocations and Stay the Course Plus programs.$50,000
ACCESS Academies
3500 Lindell Blvd Fitzgerald HallSt LouisMO63103N/APCProvide scholarship funds for socially- and/or economically-disadvantaged students.$675,000
The Dream Builders Foundation
2020 Willowment LaneBrentwoodTN37027N/APCSupport for organization dedicated to helping financially, physically or mentally-challenged youth by providing support and financial assistance.$75,000
Mission Dolores Academy
3371 16th StreetSan FranciscoCA94114N/APCProvide tuition assistance to low-income students and support the school's Mental Health Program.$82,000
Assistance League of Reno-Sparks
1701 Vassar StreetRenoNV89502N/APCProvide awards and support for teachers in Washoe County and "Simulated Workplace".$65,000
The Nevada Discovery Museum
490 South Center StreetRenoNV89501N/APCSupport museum that provides a safe, nurturing and playful learning environment.$60,000
Huckleberry Youth Programs
3450 Geary BoulevardSan FranciscoCA94118N/APCSupport for counseling program that works with parents and families of high risk youth.$160,000
Washington Jesuit Academy
900 Varnum Street NEWashingtonDC20017N/APCTo fund scholarships for those in need at the Academy.$146,000
Safe Sound
1757 Waller StreetSan FranciscoCA94117N/APCSupport organization trying to prevent child abuse.$180,000
Ready Readers
10403 Baur Boulevard Ste HSt LouisMO63132N/APCSupport charity that inspires preschoolers to become readers.$155,000
Edgewood Center for Children and Fa
1801 Vicente StreetSan FranciscoCA94116N/APCSupport organization that promotes behavioral health.$25,000
Access Institute for Psychological
110 Gough St Ste 301San FranciscoCA94102N/APCPsychological support for schools.$145,000
National Multiple Sclerosis Society
900 South Broadway 2nd flrDenverCO80209N/APCPrograms and direct client services to help people with MS live their best lives.$50,000
Crittenton Services of Greater Wash
815 Silver Spring AveSilver SpringMD20910N/APCPrograms for teen girls to overcome obstacles, make positive choices and achieve goals.$75,000
TLC - The Treatment and Learning Ce
2092 Gaither Rd Ste 100RockvilleMD20850N/APCFinancial aid & scholarship program at Katherine Thomas School for students with language and learning disabilities.$20,000
Loyola Blakefield High School
500 Chestnut AvenueTowsonMD21204N/APCScholarships for students demonstrating significant financial need.$72,500
Jeremiah Program
615 1st Ave NE Ste 210MinneapolisMN55413N/APCSupport for program that supports single mothers as they obtain post-secondary credentials.$50,000
Don Bosco Cristo Rey High School
1010 Larch AvenueTakoma ParkMD20912N/APCScholarships to high school students.$10,000
Sandy Hook Promise Foundation
PO Box 3489NewtownCT06470N/APCSupport prevention of gun violence.$50,000
Performing Arts Workshop
768 Delano AvenueSan FranciscoCA94112N/APCSupport organization dedicated to arts education.$50,000
Operation Food Search
1644 Lotsie BlvdSt LouisMO63132N/APCSupport organization whose mission is to nourish and educate the hungry.$87,750
Emerge Community Development
1834 Emerson Avenue NMinneapolisMN55411N/APCSupport organization who prepares young people with career and future readiness.$50,000
Northern Nevada Literacy Council
1400 Wedekind RoadRenoNV89512N/APCFund transportation and tuition costs for students in need in co-enrollment programs.$50,000
California Institute of Integral St
1453 Mission StreetSan FranciscoCA94103N/APCTo 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 NWWashingtonDC20009N/APCSupport DC youth through school year and summer programs.$41,000
House of Ruth
5 Thomas Circle NW 4th flrWashingtonDC20005N/APCTo 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 NWWashingtonDC20001N/APCTo provide wraparound services of those suffering from childhood trauma and violence advocacy.$44,000
Covenant House Missouri
2727 N Kingshighway BlvdSt LouisMO63113N/APCSupport organization that helps homeless youth.$175,000
Catholic Charities of Northern Neva
500 E 4th StreetRenoNV89512N/APCSupport for organization that feeds the homeless.$100,000
Good Shepherd Gracenter
1310 Bacon StreetSan FranciscoCA94134N/APCTo support the organization that helps women break free from drug and alcohol addiction.$30,000
Homeless Persons Representation Pro
201 N Charles St Suite 1104BaltimoreMD21201N/APCMission 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 26Boca RatonFL33432N/APCTo provide free CrossFit training, group meditation and other sober activities to anyone in recovery.$41,500
High Sierra Industries
555 Reactor WayRenoNV89502N/APCSupport and empower people with disabilities.$58,800
YouthBridge Community Foundation
5501 Delmar BoulevardSt LouisMO63112N/APCFund Turn the Page STL.$30,000
Doc's Recovery House
1821 Restoration Rd SWRochesterMN55902N/APCSupport 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 500WashingtonDC20002N/APCSupport scholarships for underserved young people across the Washington, DC region.$80,000
Sitar Arts Center
1700 Kalorama Road NW Suite 101WashingtonDC20009N/APCSupport for affordable, high-quality education and workforce development in the visual, digital, and performing arts for DC low-income households.$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,141,290TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$816,211ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$1,705ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,129,805ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
Oil and gas income211110-$79
Rental & leasing services532000-$1,626

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$1,705UnrelatedBusinessTaxblIncmAmt
Exclusion$2,947,721ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,946,016TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting, support services & tax prepCategoryTxt
Amt$101,266Amt
Net Investment Income$47,511NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$53,755DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal and support servicesCategoryTxt
Legal Fees$7,769LegalFeesAmt
Net Investment Income$6,381NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,388DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet 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

FieldValueIRS element (for citing)
CategoryInvestment management feesCategoryTxt
Amt$266,695Amt
Net Investment Income$266,695NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal tax$72,224
Foreign Taxes$16,158$16,158
NB Strategic III taxes$4,150$4,150

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