VAFA FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
VAFA FOUNDATION INC (EIN 27-3597377)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-18
IRS object ID
202002319349100900
Schema version
2019v5.1
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)
Return2020-08-18T14:42:50-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400857ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273597377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VAFA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVAFABusinessNameControlTxt
Phone3173347744PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL RDAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462402418ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZIA LOGHMANIPersonNm
Person TitleCHAIRPersonTitleTxt
Phone3173347744PhoneNum
Signature2020-07-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A FLINCHUMPreparerPersonNm
PTINP00004265PTIN
Phone3175802000PhoneNum
Preparation2020-07-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.132.79.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-31IPDt
IP Tm09:14:47IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0596F46C4D5B385240A969DE9156AAB89ED55E3BAtSubmissionCreationDeviceId
At Submission Filing Device IdD6C57DCA9DD3F5AB533A0F787CA7C8894D9BFEFCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$156,283FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,090DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,090DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,974NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,440GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,974CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,064TotalRevAndExpnssAmt
Total Net Invst Incm$10,064TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,015TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,015TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,951ExcessRevenueOverExpensesAmt
Net Investment Income$10,044NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,521CashBOYAmt
Cash EOY$403CashEOYAmt
Cash EOYFMV$403CashEOYFMVAmt
Corporate Stock BOY$129,955CorporateStockBOYAmt
Corporate Stock EOY$129,062CorporateStockEOYAmt
Corporate Stock EOYFMV$155,880CorporateStockEOYFMVAmt
Total Assets BOY$133,476TotalAssetsBOYAmt
Total Assets EOY$129,465TotalAssetsEOYAmt
Total Assets EOYFMV$156,283TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$133,476NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$129,465NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$133,476TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$129,465TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$133,476TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$129,465TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$133,476TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,951ExcessRevenueOverExpensesAmt
Other Increases$24OtherIncreasesAmt
Subtotal$129,549SubtotalAmt
Other Decreases$84OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$129,465TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$9,055$6,466$2,589$2,589
CAPITAL GAINS DIVIDENDSP$5,385$5,385$5,385
FieldValueIRS element (for citing)
Capital Gain Net Income$7,974CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,892AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$157,437NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.088238DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,933AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$159,040NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.106470DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,954AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$152,502NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058714DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,981AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$153,300NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045538DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,914AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$157,151NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031269DistributionYr5Rt
Total Distribution0.330229TotalDistributionRt
Average Distribution0.066046AverageDistributionRt
Net Vl Noncharitable Assets$152,690NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,085AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$100NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,185AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$100InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$100SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$100TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$203EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$203TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$103OverpaymentAmt
Applied To ES Tax$103AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksZIA LOGHMANIIndividualWithBooksNm
Phone3173347744PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ZIA LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240CHAIR1.00$0$0$0
MARY T LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240SECRETARY1.00$0$0$0
SARAH B TABESH
8349 UNION CHAPEL ROADINDIANAPOLISIN46240TREASURER1.00$0$0$0
NATHAN T LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$151,631AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,384AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$155,015TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$155,015AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$152,690NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,635MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,635MinimumInvestmentReturnAmt
Tax Based On Investment Income$100TaxBasedOnInvestmentIncomeAmt
Total Tax$100TotalTaxAmt
Distributable Before Adj$7,535DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,535DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,535DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$100PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,535DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$4,261ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,236ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,497TotalExcessDistributionCyovAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,535AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,465RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$14,962TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,962ExcessDistriCyovToNextYrAmt
Excess From Year2$4,261ExcessFromYear2Amt
Excess From Year1$6,236ExcessFromYear1Amt
Excess From Current Year$4,465ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerZIA LOGHMANIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVAFA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3173347744RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION HAS NOT YET DEVELOPED APPLICATIONS FOR SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS. IN THE FUTURE, HOWEVER, THE FOUNDATION MAY USE APPLICATIONS THAT INCLUDE SOME OR ALL OF THE FOLLOWING: A TRANSCRIPT OF PRIOR ACADEMIC, MUSICAL, LITERARY, AND/OR OTHER ACHIEVEMENTS, DEPENDING ON THE TYPE OF SCHOLARSHIP OR OTHER EDUCATIONAL GRANT TO BE AWARDED. A REPORT OF PERFORMANCE ON TESTS DESIGNED TO MEASURE ABILITY AND APTITUDE. A DESCRIPTION OF FINANCIAL NEED. AN ESSAY WRITTEN BY THE APPLICANT DESCRIBING THE APPLICANT'S INTERESTS AND ASPIRATIONS. A DESCRIPTION OF PAST INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. A LIST OF HONORS AND RECOGNITIONS. WRITTEN RECOMMENDATIONS BY INDIVIDUALS NOT RELATED TO THE APPLICANT. THE NAMES OF THE EDUCATIONAL INSTITUTIONS TO WHICH THE APPLICANT INTENDS TO APPLY.FormAndInfoAndMaterialsTxt
Submission DeadlinesONGOINGSubmissionDeadlinesTxt
Restrictions On AwardsWITH RESPECT TO SCHOLARSHIPS AWARDED FOR REGULAR STUDY AT AN EDUCATIONAL INSTITUTION, EACH SUCH SCHOLARSHIP GENERALLY WILL CONTINUE FOR THE DESIGNATED TERM OF THE SCHOLARSHIP DURING THE RECIPIENT'S COURSE OF STUDY AT SUCH INSTITUTION, SO LONG AS THE RECIPIENT MAINTAINS SATISFACTORY PROGRESS TOWARD COMPLETION OF HIS OR HER COURSE OF STUDY AND OTHERWISE CONFORMS TO THE TERMS AND CONDITIONS OF THIS PROCEDURE. WITH RESPECT TO SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS USED TO ACHIEVE A SPECIFIC; OBJECTIVE OR TO ENHANCE RECIPIENTS' CAPACITIES OR SKILLS, THE FOUNDATION WILL USE THE SUPERVISION PROCEDURES DESCRIBED BELOW TO ENSURE THAT RECIPIENTS USE SUCH SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS ONLY FOR THE PURPOSE OF DEVELOPING FULLY AND PRODUCTIVELY THEIR EXCEPTIONAL TALENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MONA FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1218 MAIN STREET 404AddressLine1Txt
CityKIRKLANCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98033ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCONTRIBUTION TO THE GENERAL OPERATING FUND FOR THE PURPOSE OF SCHOLARSHIP.GrantOrContributionPurposeTxt
Amt$12,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,090ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,974ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,064ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,064TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,995Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FRANKLIN GROWTH FUND CL C$11,881$17,198
FRANKLIN MUT GLBL DSCV FD CL C$15,740$16,899
FRANKLIN RISING DIVIDENDS FD C$13,598$18,232
JPMORGAN EQUITY INCOME FUND C$17,599$24,042
JPMORGAN GROWTH ADVANTAGE FD C$19,413$26,003
TEMPLETON GLOBAL SMALLER COS C$10,021$11,499
PGIM CORE BOND C$11,145$11,134
PGIM INCOME BUILDER C$18,159$19,587
PGIM TOTAL RETURN BOND C$11,506$11,286

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$84Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONSDesc
Amt$24Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$20Amt
Net Investment Income$20NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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