ANDONI FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ANDONI FAMILY FOUNDATION (EIN 83-1781081)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-09
IRS object ID
202032539349100903
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)
Return2020-09-09T12:09:30-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831781081EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Andoni Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlANDOBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonISSAM ANDONIPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.82.234.252IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520202535000021FederalOriginalSubmissionId
Federal Original Submission Id2020-09-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id63476347D9E071966F9E2565D7EF6A27653B0A32AtSubmissionCreationDeviceId
At Submission Filing Device Id384717C1FADDEF7B1C9CB58DAC69F19ED4566B5BAtSubmissionFilingDeviceId
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$885,900FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$437,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$52InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$52InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,603DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,545DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$953NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,560GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$953CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$447,608TotalRevAndExpnssAmt
Total Net Invst Incm$9,550TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,513OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,513OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,947OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,947OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,470TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,513TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,947TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,670TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,513TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,147TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$408,938ExcessRevenueOverExpensesAmt
Net Investment Income$5,037NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$157,710SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,084SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,084SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$246,296CorporateStockBOYAmt
Corporate Stock EOY$792,860CorporateStockEOYAmt
Corporate Stock EOYFMV$865,816CorporateStockEOYFMVAmt
Total Assets BOY$404,006TotalAssetsBOYAmt
Total Assets EOY$812,944TotalAssetsEOYAmt
Total Assets EOYFMV$885,900TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$404,006RetainedEarningBOYAmt
Retained Earning EOY$812,944RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$404,006TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$812,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$404,006TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$812,944TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$404,006TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$408,938ExcessRevenueOverExpensesAmt
Subtotal$812,944SubtotalAmt
Tot Net Ast Or Fund Balances EOY$812,944TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$25,560GrossSalesPriceAmt
Cost Or Other Basis$24,607CostOrOtherBasisAmt
Gain Or Loss$953GainOrLossAmt
Gains Minus Excess Or Losses$953GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$953CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$64,810NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.100293DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.100293TotalDistributionRt
Average Distribution0.100293AverageDistributionRt
Net Vl Noncharitable Assets$483,845NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,526AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$50NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,576AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,147QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$101InvestmentIncomeExciseTaxAmt
Subtotal$101SubtotalAmt
Tax Based On Investment Income$101TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$101ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$101TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Issam Hanna Andoni
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Jihan Andoni
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, Dir1.0$0$0$0
Ramiz Andoni
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Rand Andoni
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Yara Andoni
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$477,154AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,059AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$491,213TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$491,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,368CashDeemedCharitableAmt
Net Vl Noncharitable Assets$483,845NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,192MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,192MinimumInvestmentReturnAmt
Tax Based On Investment Income$101TaxBasedOnInvestmentIncomeAmt
Total Tax$101TotalTaxAmt
Distributable Before Adj$24,091DistributableBeforeAdjAmt
Distributable Before Ded$24,091DistributableBeforeDedAmt
Distributable As Adjusted$24,091DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,147ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$34,147QualifyingDistributionsAmt
Adjusted Qualifying Distri$34,147AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,091DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr1$5,409ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,409TotalExcessDistributionCyovAmt
Qualifying Distributions$34,147QualifyingDistributionsAmt
Applied To Current Year$24,091AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,056RemainingDistriFromCorpusAmt
Total Corpus$15,465TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$15,465ExcessDistriCyovToNextYrAmt
Excess From Year1$5,409ExcessFromYear1Amt
Excess From Current Year$10,056ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIssam Hanna AndoniContributingManagerNm
Contributing ManagerJihan AndoniContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADC RESEARCH INSTITUTE
1705 DESALES ST NW STE 500WASHINGTONDC20036N/APCGeneral & Unrestricted$1,000
AMERICA-MIDEAST EDUCATIONAL & TRAINING SERVICES IN
2025 M ST 6TH FLWASHINGTONDC20036N/APCHope Fund contribution$5,000
AMERICAN NEAR EAST REFUGEE AID INC
1111 14TH ST NW 400WASHINGTONDC20005N/APCCharitable Event$2,500
EDUCATION FOR JUST PEACE IN THE MIDDLE EAST - DBA
PO BOX 3609WASHINGTONDC20027N/APCGeneral & Unrestricted$2,000
THE ARAB AMERICAN INSTITUTE FOUNDATION
1600 K ST NW STE 601WASHINGTONDC20006N/APCGibran Gala$2,500
THE INSTITUTE FOR MIDDLE EAST UNDERSTANDING
2913 EL CAMINO REAL STE 436TUSTINCA92782N/APCGeneral & Unrestricted$5,000
THE INSTITUTE FOR MIDDLE EAST UNDERSTANDING
2913 EL CAMINO REAL STE 436TUSTINCA92782N/APCCharitable Event$5,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129N/APCSupport of Adalah Justice Project$1,000
UNITED PALESTINIAN APPEAL INC
1330 NEW HAMPSHIRE AVE NWWASHINGTONDC20036N/APCAlmalath Charitable Society$5,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,603ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$953ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,608TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAndoni Issam HannaContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13008 Westhurst LaneAddressLine1Txt
CityOaktonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22124ZIPCd
FieldValueIRS element (for citing)
Total Contributions$437,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB INTRNTNL EQ$68,930$74,894
INVESCO S&P 500 EQUAL WEIGHT E$38,739$43,974
ISHARES S&P NATIONAL AMT FREE$44,113$43,969
SCHWAB FUNDAMENTAL EM MARKETS$28,861$30,884
SCHWAB FUNDAMENTAL US LARGE CO$85,436$96,628
SCHWAB STRATEGIC TRINTL SMALL$36,477$39,848
SCHWAB U.S. LARGE-CAP GROWTH$82,309$96,255
SCHWAB U.S. SMALL-CA$38,912$43,720
SCHWAB US LARGE CAP ETF$92,109$105,229
SPDR DJ MID CAP GRWT$35,118$39,563
SPDR NUVEEN BARCLAYS CAPITAL M$94,403$96,709
SPDR NUVEEN BARCLAYS ST MUNI B$34,900$35,261
SPDR NUVEEN S&P HIGH YIELD MUN$42,977$44,073
SPDR S&P 400 MID CAP VALUE ETF$35,519$39,606
XTRACKERS MUNICIPAL INFRASTRUC$34,057$35,203

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$4,922$4,922
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$4,513Amt
Net Investment Income$4,513NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2018CategoryTxt
Amt$10Amt

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