VIRAGH FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VIRAGH FAMILY FOUNDATION INC (EIN 52-2284009)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-05
- IRS object ID
- 202120649349100412
- Schema version
- 2019v5.0
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-05T12:20:57-08:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 Young Brophy PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRA | BusinessNameControlTxt |
| Phone | 4432767000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10211 Wincopin Circle | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger E Young | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter J Brophy | PreparerPersonNm |
| PTIN | P00149527 | PTIN |
| Phone | 4432767000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $39,675,899 | 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 | $1,118,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,133,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,387,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,126 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$62,659 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,341,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,243,495 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $26,855 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,140 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,715 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $151,444 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $61,218 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $90,226 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $252,456 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $252,456 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $52,016 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,016 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $85,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,942 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $568,554 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $344,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $154,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,012,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,012,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,581,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $344,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,167,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,239,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $899,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $320,779 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $425,158 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $425,158 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $44,434,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,250,741 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,250,741 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $44,754,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,675,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,675,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $44,754,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,675,899 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,754,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,675,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,754,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,675,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,754,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,239,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,548 | OtherIncreasesAmt |
| Subtotal | $40,516,926 | SubtotalAmt |
| Other Decreases | $841,027 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,675,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| UBS Private Equity fund net LT gains | P | 2010-07-01 | 2020-06-30 | $449 | $449 | $449 | |
| UBS Seix High Yield fund net LT gains | P | 2010-07-01 | 2020-06-30 | $406 | $406 | $406 | |
| UBS Cincinnati fund net LT gains | P | 2010-07-01 | 2020-06-30 | $27,515 | $1,290 | $1,290 | $26,225 |
| UBS Dividend Ruler fund net ST gains | P | 2019-07-01 | 2020-06-30 | $6,875 | $1,390 | $1,390 | $5,485 |
| UBS Dividend Ruler net LT gains | P | 2010-07-01 | 2020-06-30 | $490,999 | $94,352 | $94,352 | $396,647 |
| AG Super Fund LT gains | P | 2010-07-01 | 2020-06-30 | -$1,283 | -$1,283 | $1,283 | |
| UBS Cambiar net ST gains | P | 2019-07-01 | 2020-06-30 | $351,426 | $11,453 | $11,453 | $339,973 |
| UBS Global Equity net ST losses | P | 2019-07-01 | 2020-06-30 | $30,686 | -$7,823 | -$7,823 | $38,509 |
| UBS Global Equity net LT gains | P | 2010-07-01 | 2020-06-30 | $4,126,845 | $331,376 | $331,376 | $3,795,469 |
| UBS Kayne net LT gains | P | 2010-07-01 | 2020-06-30 | $254,597 | $131,801 | $131,801 | $122,796 |
| UBS QGARP net ST losses | P | 2019-07-01 | 2020-06-30 | $83,828 | -$115,561 | -$115,561 | $199,389 |
| UBS QGARP net LT gains | P | 2010-07-01 | 2020-06-30 | $994,127 | $241,018 | $241,018 | $753,109 |
| UBS NB Infra Midst net ST losses | P | 2019-07-01 | 2020-06-30 | $179,390 | -$67,601 | -$67,601 | $246,991 |
| UBS NB Infra Midst net LT losses | P | 2010-07-01 | 2020-06-30 | $433,718 | -$46,426 | -$46,426 | $480,144 |
| UBS JP Morgan net ST gains | P | 2019-07-01 | 2020-06-30 | $317,898 | $6,953 | $6,953 | $310,945 |
| UBS JP Morgan net LT losses | P | 2010-07-01 | 2020-06-30 | $601,810 | -$47,876 | -$47,876 | $649,686 |
| UBS Semper fund LT losses | P | 2010-07-01 | 2020-06-30 | $1,300,000 | -$434,343 | -$434,343 | $1,734,343 |
| UBS WCM net ST gains | P | 2019-07-01 | 2020-06-30 | $86,626 | $12 | $12 | $86,614 |
| UBS WCM net LT gains | P | 2010-07-01 | 2020-06-30 | $437,733 | $8,575 | $8,575 | $429,158 |
| Recovery from security litigation | P | 2010-07-01 | 2020-06-30 | $1,121 | $1,121 | $1,121 | |
| UBS Cambiar net LT gains | P | 2010-07-01 | 2020-06-30 | $661,207 | $63,843 | $63,843 | $597,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$171,177 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,891,559 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,515,673 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,558,596 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,018,300 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07411 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,490,135 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,931,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07437 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,510,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,134,611 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07294 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,484,286 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,069,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07101 | DistributionYr5Rt |
| Total Distribution | 0.377919 | TotalDistributionRt |
| Average Distribution | 0.075584 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,536,202 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,290,640 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,994 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,299,634 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,167,433 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,994 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,994 | SubtotalAmt |
| Tax Based On Investment Income | $8,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,149 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,149 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $33,155 | OverpaymentAmt |
| Applied To ES Tax | $33,155 | 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 | Young Brophy PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4432767000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10211 Wincopin Circle 150 | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | 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 | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Director | 5.00 | $0 |
| Robert J Viragh | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Director | 5.00 | $0 |
| Mark S Viragh | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | President | 10.00 | $0 |
| Katherine A Viragh | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Treasurer | 5.00 | $0 |
| Jean M Dahl | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Director | 5.00 | $0 |
| Roger E Young | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Vice President | 1.00 | $0 |
| Daniel P Johnson | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Secretary | 1.00 | $0 |
| Andrew J Viragh | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | 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 |
|---|---|---|---|---|---|
| UBS Financial Services | |||||
| 299 Park Avenue 25th Floor | New York | NY | 10171 | Consulting | $246,818 |
| Young Brophy PC | |||||
| 10211 Wincopin Circle Ste 150 | Columbia | MD | 21044 | Accounting | $151,444 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,421,186 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,728,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,199,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $44,199,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $662,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,536,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,176,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,176,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,994 | TotalTaxAmt |
| Distributable Before Adj | $2,167,816 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,167,816 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,167,816 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,167,433 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,167,433 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,994 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,158,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,167,816 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,059,243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,120,893 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,170,043 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,217,599 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,675,951 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,243,729 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,167,433 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,167,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,999,617 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,243,346 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,059,243 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,184,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,120,893 | ExcessFromYear4Amt |
| Excess From Year3 | $1,170,043 | ExcessFromYear3Amt |
| Excess From Year2 | $1,217,599 | ExcessFromYear2Amt |
| Excess From Year1 | $1,675,951 | ExcessFromYear1Amt |
| Excess From Current Year | $2,999,617 | 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 (59 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 | $30,000 |
| 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 | $200,000 |
| Homeless Prenatal Program | |||||||
| 2500 18th Street | San Francisco | CA | 94110 | N/A | PC | Support organization's ability to provide low-income and homeless families with comprehensive services. | $30,000 |
| Exponent Philanthropy | |||||||
| 1720 N Street NW | Washington | DC | 20036 | N/A | PC | Educational programming of the Foundation | $4,000 |
| Bay Area Women's Children's | |||||||
| 318 Leavenworth Street | San Francisco | CA | 94102 | N/A | PC | Tech initiatives and literacy/fluency program for low income children | $30,000 |
| Montgomery Cty Coalition for the Ho | |||||||
| 600-B East Gude Drive | Rockville | MD | 20850 | N/A | PC | To benefit homeless and formerly homeless families. | $35,000 |
| Tarrant Area Food Bank | |||||||
| 2525 Cullen Street | Fort Worth | TX | 76107 | N/A | PC | Support for food bank | $100,000 |
| Catholic Charities Diocese of Venic | |||||||
| 1658 4th Street | Sarasota | FL | 34236 | N/A | PC | Support for Summer Literacy Program and scholarship fund at St. Martha's Early Learning Center, for children of working poor or at risk of becoming homeless; Construction costs for renovation of 5 apts for homeless mothers and children | $50,000 |
| Cal Ripken Sr Foundation | |||||||
| 1427 Clarkview Road Ste 100 | Baltimore | MD | 21209 | N/A | PC | Support STEM initiative in disadvantaged neighborhoods. | $100,000 |
| Catholic Charities of Fort Worth | |||||||
| PO Box 15610 | Fort Worth | TX | 76119 | N/A | PC | Care for abused or neglected children. | $150,000 |
| ACCESS Academies | |||||||
| 3500 Lindell Blvd Fitzgerald Hall | St Louis | MO | 63103 | N/A | PC | Provide scholarship funds for socially- and/or economically-disadvantaged students. | $600,000 |
| Mission Dolores Academy | |||||||
| 3371 16th Street | San Francisco | CA | 94114 | N/A | PC | Provide tuition assistance to low-income students. | $80,000 |
| Assistance League of Reno-Sparks | |||||||
| 1701 Vassar Street | Reno | NV | 89502 | N/A | PC | Provide awards for teachers in Washoe County. | $60,000 |
| 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 | |||||||
| 3310 Geary Boulevard | San Francisco | CA | 94118 | N/A | PC | Support for counseling program that works with parents and families of high risk youth. | $60,000 |
| Kidsave International Inc | |||||||
| 5185 MacArthur Blvd NW Suite 108 | Washington | DC | 20016 | N/A | PC | Support for program that moves kids growing up in the foster care system into permanent families. | $30,000 |
| Children's National Medical Center | |||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | N/A | PC | To support a Fellowship in Pediatric Rheumatology. | $75,000 |
| Pathfinders for Autism | |||||||
| 303 International Circle Ste 110 | Hunt Valley | MD | 21030 | N/A | PC | To support individuals with autism and the people who care for them. | $65,000 |
| Washington Jesuit Academy | |||||||
| 900 Varnum Street NE | Washington | DC | 20017 | N/A | PC | To fund scholarships for those in need at the Academy. | $86,000 |
| Good Shepherd Children Family Servi | |||||||
| 1340 Partridge Avenue | St Louis | MO | 63130 | N/A | PC | To support the Maternity Care Program and Foster Care Program. | $115,000 |
| Safe Sound | |||||||
| 1757 Waller Street | San Francisco | CA | 94117 | N/A | PC | Support organization trying to prevent child abuse. | $90,000 |
| Children's Cabinet Inc | |||||||
| 1090 S Rock Blvd | Reno | NV | 89502 | N/A | PC | Support for Center for Aspiring Youth. | $60,000 |
| Ready Readers | |||||||
| 10403 Baur Boulevard Ste H | St Louis | MO | 63132 | N/A | PC | Support charity that inspires preschoolers to become readers. | $75,000 |
| Edgewood Center for Children and Fa | |||||||
| 1801 Vicente Street | San Francisco | CA | 94116 | N/A | PC | Support organization that promotes behavioral health. | $100,000 |
| Access Institute for Psychological | |||||||
| 110 Gough St Ste 301 | San Francisco | CA | 94110 | N/A | PC | Psychological support for schools | $125,000 |
| Pain Free Patriots powered by BFW C | |||||||
| 14001 Ridgedale Dr Ste 390 | Minnetonka | MN | 55305 | N/A | PC | Support treatment for military veterans living with chronic pain. | $125,000 |
| 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 acheive goals. | $150,000 |
| 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. | $85,000 |
| Youth in Need | |||||||
| 1815 Boones Lick Rd | St Charles | MO | 63301 | N/A | PC | Head Start and Early Head Start, Counseling, Teen Parent, Emergency Shelter, Transitional Living and Street Outreach Programs. | $59,150 |
| Family Youth Initiative | |||||||
| 515 M Street SE Suite 217 | Washington | DC | 20003 | N/A | PC | Support program for teens "aging out" of foster care. | $20,000 |
| Loyola Blakefield High School | |||||||
| 500 Chestnut Avenue | Towson | MD | 21204 | N/A | PC | Scholarships for students demonstrating significant financial need. | $65,000 |
| 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. | $250,000 |
| About-Face Media Literacy Inc | |||||||
| 1885 Mission Street | San Francisco | CA | 94103 | N/A | PC | Program that increases media literacy and activism in teen girls | $75,000 |
| Don Bosco Cristo Rey High School | |||||||
| 1010 Larch Avenue | Takoma Park | MD | 20912 | N/A | PC | Scholarships to high school students | $35,000 |
| Mind Body Solutions | |||||||
| 4212 Park Glen Road | St Louis Park | MN | 55416 | N/A | PC | Support for adaptive yoga program | $24,000 |
| Sandy Hook promise Foundation | |||||||
| PO Box 3489 | Newtown | CT | 06470 | N/A | PC | Support prevention of gun violence | $90,000 |
| Performing Arts Workshop | |||||||
| 1661 Tennessee St 3-O | San Francisco | CA | 94107 | N/A | PC | Support organization dedicated to arts education | $80,000 |
| Operation Food Search | |||||||
| 1644 Lotsie Blvd | St Louis | MO | 63132 | N/A | PC | Support organization whose mission is to nourish and educate the hungry | $100,000 |
| St Cronan Catholic Church | |||||||
| 1202 South Boyle | St Louis | MO | 63110 | N/A | PC | Capital improvements to church building | $35,000 |
| 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. | $50,000 |
| 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. | $77,000 |
| 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 | $30,000 |
| 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. | $115,000 |
| Nurses for Newborns | |||||||
| 7259 Lansdowne Ave Suite 100 | St Louis | MO | 63119 | N/A | PC | To provide operating funds to lease office space and purchase furnishings | $107,000 |
| St Louis Crisis Nursery | |||||||
| 17110 Administration Drive Ste 18 | St Louis | MO | 63146 | N/A | PC | Support organization that is committed to prevent child abuse and provide emergency intervention. | $108,400 |
| CEC Stuyvesant Cove Inc | |||||||
| 37 W 26th Street Ste 209 | New York | NY | 10010 | N/A | PC | Support training for individuals in need. | $10,000 |
| Covenant House Missouri | |||||||
| 2727 N Kingshighway Blvd | St Louis | MO | 63113 | N/A | PC | Support organization that helps homeless youth. | $275,000 |
| Missouri Veterans Endeavor | |||||||
| 8410 Engler Park Court | St John | MO | 63141 | N/A | PC | Support for homeless veterans. | $50,000 |
| Northside Center for Child Developm | |||||||
| 1301 Fifth Avenue | New York | NY | 10029 | N/A | PC | Support for organization that provides mental health services to those in need. | $40,000 |
| Assisi House St Louis | |||||||
| 117 Green Acres | St Louise | MO | 63137 | N/A | PC | Support for the homeless. | $35,000 |
| Beyond Housing | |||||||
| 6505 Wright Way | Pine Lawn | MO | 63121 | N/A | PC | To support community residents through rent and utility assistance. | $75,000 |
| Catholic Charities of Northern Neva | |||||||
| 500 E 4th Street | St Louis | MO | 63103 | N/A | PC | Support for organization that feeds the homeless. | $50,000 |
| Good Shepherd Gracenter | |||||||
| 1310 Bacon Street | San Francisco | CA | 94134 | N/A | PC | To support the organizaiton that helps women break free from drug and alcohol addiction | $20,000 |
| House of Ruth | |||||||
| 5 Thomas Circle NW 4th flr | Washington | DC | 20005 | N/A | PC | Support for an organization that empowers women, children and families to rebuild their lives and heal from trauma, abuse and homelessness. | $102,000 |
| Meals on Wheels San Francisco | |||||||
| 1375 Fairfax Avenue | San Francisco | CA | 94124 | N/A | PC | To provide meals to individuals in need. | $25,000 |
| Peace Pantry | |||||||
| 8100 S Industrial Blvd | Cedar Hill | MO | 63016 | N/A | PC | To support food pantry. | $40,000 |
| St Patrick Center | |||||||
| 800 North Tucker Blvd | St Louis | MO | 63101 | PC | To support homeless individuals. | $125,000 | |
| We Stories | |||||||
| 215 Portland Terrace | St Louis | MO | 63119 | N/A | PC | To support racial equity in St. Louis. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,012,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,118,462 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,126 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| Grant returned | $50,000 | ||
| Oil and gas income | 211110 | -$62 | |
| Rental & leasing services | 532000 | -$1,101 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,163 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,292,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $50,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,341,588 | 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 | $151,444 | Amt |
| Net Investment Income | $61,218 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $90,226 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and support services | CategoryTxt |
| Legal Fees | $26,855 | LegalFeesAmt |
| Net Investment Income | $2,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,715 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Board meeting venue and travel | $35,275 | ||
| Consulting | $31,317 | $31,317 | |
| Dues & subscriptions | $8,625 | $8,625 | |
| Insurance | $6,227 | $6,227 | |
| Meals & entertainment | $4,296 | ||
| Postage & delivery | $43 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Grant returned | $50,000 |
| Oil and gas income | -$62 |
| Other Investment Income | $1,163 |
| Rental & leasing services | -$1,101 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/tax difference Angelo Gordon | Desc |
| Amt | $1,548 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $252,456 | Amt |
| Net Investment Income | $252,456 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $30,000 | |
| Foreign Taxes | $22,016 | $22,016 |