VIRAGH FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VIRAGH FAMILY FOUNDATION INC (EIN 52-2284009)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-15
- IRS object ID
- 202000469349100105
- Schema version
- 2018v3.1
- 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
- General Explanation Attachment
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-15T09:57:50-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-02-05 | 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 | 2018 | 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 | $44,754,894 | 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 | $1,223,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,238,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,871,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,804,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,871,052 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $262,150 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,094,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,372,085 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $16,133 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,899 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,234 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $98,373 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $56,627 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,746 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $275,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $275,884 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $71,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,710 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $68,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,166 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,667 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $530,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $363,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,844,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,844,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,374,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $363,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,921,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,280,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,008,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,864,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $320,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $320,779 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $43,275,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,434,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,434,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $46,140,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,754,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,754,894 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $46,140,912 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,754,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,140,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,754,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,140,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,754,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,140,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,280,172 | ExcessRevenueOverExpensesAmt |
| Subtotal | $44,860,740 | SubtotalAmt |
| Other Decreases | $105,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,754,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS Seix High Yield fund net LT gains | P | 2010-07-01 | 2019-06-30 | $102,465 | $101,025 | $1,440 | $1,440 |
| UBS Cincinnati fund net ST gains | P | 2018-07-01 | 2019-06-30 | $424,183 | $422,290 | $1,893 | $1,893 |
| UBS Cincinnati fund net LT losses | P | 2010-07-01 | 2019-06-30 | $756,978 | $795,551 | -$38,573 | -$38,573 |
| UBS Dividend Ruler net ST losses | P | 2018-07-01 | 2019-06-30 | $68,918 | $84,719 | -$15,801 | -$15,801 |
| UBS Dividend Ruler net LT gains | P | 2010-07-01 | 2019-06-30 | $432,128 | $366,051 | $66,077 | $66,077 |
| AG Super Fund LT gains | P | 2010-07-01 | 2019-06-30 | $1,337,140 | $1,000,000 | $337,140 | $337,140 |
| UBS Cambiar Net ST losses | P | 2018-07-01 | 2019-06-30 | $860,823 | $994,904 | -$134,081 | -$134,081 |
| UBS Cambiar net LT gains | P | 2010-07-01 | 2019-06-30 | $1,835,822 | $1,641,061 | $194,761 | $194,761 |
| UBS Locustwood LT gains | P | 2010-07-01 | 2019-06-30 | $91,706 | $91,706 | $91,706 | |
| UBS Global Equity net LT gains | P | 2010-07-01 | 2019-06-30 | $3,026,227 | $2,367,920 | $658,307 | $658,307 |
| UBS Kayne net ST gains | P | 2018-07-01 | 2019-06-30 | $3 | $3 | ||
| UBS Kayne net LT gains | P | 2010-07-01 | 2019-06-30 | $97,137 | $57,799 | $39,338 | $39,338 |
| UBS QGARP net ST gains | P | 2018-07-01 | 2019-06-30 | $591,023 | $544,492 | $46,531 | $46,531 |
| UBS QGARP net LT gains | P | 2010-07-01 | 2019-06-30 | $594,120 | $576,121 | $17,999 | $17,999 |
| UBS NB Infra Midst net ST losses | P | 2018-07-01 | 2019-06-30 | $209,143 | $213,343 | -$4,200 | -$4,200 |
| UBS NB Infra Midst net LT losses | P | 2010-07-01 | 2019-06-30 | $174,190 | $199,914 | -$25,724 | -$25,724 |
| UBS JP Morgan net ST losses | P | 2018-07-01 | 2019-06-30 | $814,142 | $820,742 | -$6,600 | -$6,600 |
| UBS JP Morgan net LT gains | P | 2010-07-01 | 2019-06-30 | $1,495,768 | $1,477,292 | $18,476 | $18,476 |
| UBS WCM net ST losses | P | 2018-07-01 | 2019-06-30 | $369,090 | $440,639 | -$71,549 | -$71,549 |
| UBS Foresight net ST losses | P | 2018-07-01 | 2019-06-30 | $1,282,392 | $1,301,431 | -$19,039 | -$19,039 |
| Omega net LT gains | P | 2010-07-01 | 2019-06-30 | $2,240,969 | $1,528,361 | $712,608 | $712,608 |
| Recovery from AIG sec litigation | P | 2010-07-01 | 2019-06-30 | $48 | $48 | $48 | |
| Recovery from AIG sec litigation | P | 2010-07-01 | 2019-06-30 | $151 | $151 | $151 | |
| Recovery from Barrick Gold sec litigatio | P | 2010-07-01 | 2019-06-30 | $54 | $54 | $54 | |
| Recovery from Salix sec litigation | P | 2010-07-01 | 2019-06-30 | $90 | $90 | $90 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,871,052 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$202,846 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,558,596 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,018,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07411 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,490,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,931,358 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07437 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,510,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,134,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07294 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,484,286 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,069,588 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07101 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,171,961 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,974,143 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07053 | DistributionYr5Rt |
| Total Distribution | 0.362949 | TotalDistributionRt |
| Average Distribution | 0.072590 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,515,673 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,303,983 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,088 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,334,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,921,647 | 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 | $30,088 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,088 | SubtotalAmt |
| Tax Based On Investment Income | $30,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,237 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $72,237 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $42,149 | OverpaymentAmt |
| Applied To ES Tax | $42,149 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $272,006 |
| Young Brophy PC | |||||
| 10211 Wincopin Circle Ste 150 | Columbia | MD | 21044 | Accounting | $98,373 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,494,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,664,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,208,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $46,208,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $693,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,515,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,275,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,275,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,088 | TotalTaxAmt |
| Distributable Before Adj | $2,245,696 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,245,696 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,245,696 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,921,647 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,921,647 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,088 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,891,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,245,696 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $991,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,059,243 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,120,893 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,170,043 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,217,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,558,842 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,921,647 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,245,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,675,951 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,234,793 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $991,064 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,243,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,059,243 | ExcessFromYear4Amt |
| Excess From Year3 | $1,120,893 | ExcessFromYear3Amt |
| Excess From Year2 | $1,170,043 | ExcessFromYear2Amt |
| Excess From Year1 | $1,217,599 | ExcessFromYear1Amt |
| Excess From Current Year | $1,675,951 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| At the Crossroads | |||||||
| 167 Jessie Street | San Francisco | CA | 94105 | N/A | PC | Outreach and counseling work | $30,000 |
| 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 |
| St Louis Food Bank | |||||||
| 70 Corporate Woods Dr | Bridgeton | MO | 63044 | N/A | PC | Capital equipment for food bank | $97,000 |
| 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. | $20,000 |
| Tarrant Area Food Bank | |||||||
| 2525 Cullen Street | Fort Worth | TX | 76107 | N/A | PC | Support for food bank | $50,000 |
| 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 | $40,000 |
| Cal Ripken Sr Foundation | |||||||
| 1427 Clarkview Road Ste 100 | Baltimore | MD | 21209 | N/A | PC | Support STEM initiative in disadvantaged neighborhoods. | $150,000 |
| Catholic Charities of Fort Worth | |||||||
| PO Box 15610 | Fort Worth | TX | 76119 | N/A | PC | Care for abused or neglected children. | $220,000 |
| 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. | $50,000 |
| 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. | $75,000 |
| Our Lady of Good Counsel High Schoo | |||||||
| 17301 Old Vic Blvd | Olney | MD | 20832 | N/A | PC | To provide need-based, financial support for students going on domestic mission trips with the school. | $40,000 |
| Children's National Medical Center | |||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | N/A | PC | To support a Fellowship in Pediatric Rheumatology. | $75,000 |
| Mission 21 | |||||||
| 1208 North Broadway | Rochester | MN | 55906 | N/A | PC | To support survivors of sex trafficking. | $50,000 |
| 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. | $30,000 |
| Washington Jesuit Academy | |||||||
| 900 Varnum Street NE | Washington | DC | 20017 | N/A | PC | To fund scholarships for those in need at the Academy. | $36,000 |
| Safe Sound | |||||||
| 1757 Waller Street | San Francisco | CA | 94117 | N/A | PC | Support organization trying to prevent child abuse. | $100,000 |
| Channel 5 Public Broadcasting Inc K | |||||||
| 1670 N Virginia Street | Reno | NV | 89503 | N/A | PC | Support Ready to Learn workshops to improve lives of children in community. | $60,000 |
| Children's Cabinet Inc | |||||||
| 1090 S Rock Blvd | Reno | NV | 89502 | N/A | PC | Support for Center for Aspiring Youth. | $60,000 |
| Note-able Music Therapy | |||||||
| 925 Riverside Drive Ste 1 | Reno | NV | 89503 | N/A | PC | Support launch of music programs to underserved populations. | $21,000 |
| Ready Readers | |||||||
| 10403 Baur Boulevard Ste H | St Louis | MO | 63132 | N/A | PC | Support charity that inspires preschoolers to become readers. | $60,000 |
| 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. | $75,000 |
| 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. | $50,000 |
| 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. | $40,000 |
| 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. | $20,000 |
| 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. | $125,000 |
| Per Scholas Inc | |||||||
| 804 E 138th Street | Bronx | NY | 11206 | N/A | PC | Support for program that builds systemic pathways from high school through prostsecondary study to sustainable careers in tech. | $100,000 |
| 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 | $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 |
| Intersection for the Arts | |||||||
| PO Box 34310 | San Francisco | CA | 94134 | N/A | PC | Writing workshops for incarcerated youth and adults | $10,000 |
| 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 | $100,000 |
| Performing Arts Workshop | |||||||
| 1661 Tennessee St 3-O | San Francisco | CA | 94107 | N/A | PC | Support organization dedicated to arts education | $60,000 |
| Operation Food Search | |||||||
| 1644 Lotsie Blvd | St Louis | MO | 63132 | N/A | PC | Support organization whose mission is to nourish and educate the hungry | $91,000 |
| Most Sacred Heart Catholic Church E | |||||||
| 350 East 4th Street | Eureka | MO | 63025 | N/A | PC | Capital repairs to school building | $200,000 |
| St Cronan Catholic Church | |||||||
| 1202 South Boyle | St Louis | MO | 63110 | N/A | PC | Capital improvements to church building | $16,000 |
| Emerge Community Development | |||||||
| 1834 Emerson Avenue N | Minneapolis | MN | 55411 | N/A | PC | Support organization who prepares young people with career and future readiness | $250,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,844,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,223,415 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $13,975 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,871,052 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| Oil and gas income | 211110 | -$29 |
| Rental & leasing services | 532000 | -$13,946 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$13,975 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,108,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,094,467 | 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 | $98,373 | Amt |
| Net Investment Income | $56,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $41,746 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Form 990-T, Schedule M, Part 1, Line 5Unrelated Business Taxable Income from pass-thru entities:Silverpeak Legacy Fund II, LP 20-2332610 $(16,301)Silverpeak Legacy Fund III, LP 26-1756523 2,355 -------Net Unrelated Business Taxable Income (Loss) $(13,946) ======= | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and support services | CategoryTxt |
| Legal Fees | $16,133 | LegalFeesAmt |
| Net Investment Income | $2,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,234 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Board meeting venue and travel | $25,683 | ||
| Consulting | $21,917 | $21,917 | |
| Dues & subscriptions | $750 | $750 | |
| Insurance | $6,166 | $6,166 | |
| Meals & entertainment | $14,023 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $275,884 | Amt |
| Net Investment Income | $275,884 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $50,000 | |
| Foreign Taxes | $30,329 | $30,329 |
| Maryland Taxes | $8,776 | -$8,776 |
| Withholding tax - NB Strategic III | $157 | $157 |