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KAPANI FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KAPANI FAMILY CHARITABLE FOUNDATION (EIN 47-2298390)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201913189349100611
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T07:24:48-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371611326PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARONSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1805 KING FARM BLVD 3RD FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472298390EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAPANI FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAPABusinessNameControlTxt
Phone3012316200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 WALNUT STREET 13782AddressLine1Txt
CityGREEN COVE SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOFFICERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3012316200PhoneNum
Signature2019-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIO J DELUCA CPA JD LLMPreparerPersonNm
PTINP00652715PTIN
Phone3012316200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.86.32.104IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm10:19:33IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id88383E7EB88734246F2A25EF0D03180C16C315CAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,382,923FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,495,637ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$79,946DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,946DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$247,842NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,079,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$247,842CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21,611OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$21,611OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$10,845,036TotalRevAndExpnssAmt
Total Net Invst Incm$349,399TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,906AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,906AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$83,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$83,000OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,634OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57,634OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$156,540TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$62,634TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$93,906TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$502,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$502,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$658,540TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$62,634TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$595,906TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,186,496ExcessRevenueOverExpensesAmt
Net Investment Income$286,765NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,123,371CashBOYAmt
Cash EOY$1,100,226CashEOYAmt
Cash EOYFMV$1,100,226CashEOYFMVAmt
Corporate Stock BOY$4,836,227CorporateStockBOYAmt
Corporate Stock EOY$11,186,736CorporateStockEOYAmt
Corporate Stock EOYFMV$16,105,527CorporateStockEOYFMVAmt
Corporate Bonds BOY$374,004CorporateBondsBOYAmt
Corporate Bonds EOY$329,865CorporateBondsEOYAmt
Corporate Bonds EOYFMV$314,242CorporateBondsEOYFMVAmt
Other Investments BOY$898,054OtherInvestmentsBOYAmt
Other Investments EOY$777,032OtherInvestmentsEOYAmt
Other Investments EOYFMV$862,928OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,231,656TotalAssetsBOYAmt
Total Assets EOY$13,393,859TotalAssetsEOYAmt
Total Assets EOYFMV$18,382,923TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,231,656RetainedEarningBOYAmt
Retained Earning EOY$13,393,859RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,231,656TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,393,859TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,231,656TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,393,859TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,231,656TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,186,496ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,418,152SubtotalAmt
Other Decreases$4,024,293OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,393,859TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY #84412018-01-012018-12-31$64,216$56,534$7,682$7,682
FIDELITY #84412017-01-012018-12-31$1,015,528$774,561$240,967$240,967
ENTERPRISE PRODUCT PARTNERS2017-01-012018-12-31$807-$807-$807
FieldValueIRS element (for citing)
Capital Gain Net Income$247,842CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$576,765AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,779,580NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065694DistributionYr1Rt
Adjusted Qlfy Distri Yr2$317,031AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,232,743NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038509DistributionYr2Rt
Adjusted Qlfy Distri Yr3$167,984AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,137,591NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053539DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,349,119NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.157742TotalDistributionRt
Average Distribution0.039436AverageDistributionRt
Net Vl Noncharitable Assets$9,722,188NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$383,404AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,868NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$386,272AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$595,906QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,868InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,868SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,868TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,271EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,271TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,403OverpaymentAmt
Applied To ES Tax$5,403AppliedToESTaxAmt
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 StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
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 BooksROY KAPANIIndividualWithBooksNm
Phone3012316200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1411 WALNUT STREET 13782AddressLine1Txt
CityGREEN COVE SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32043ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANJEEV ROY KAPANI
C/O ARONSON LLC 805 KING FARM BLVDSTE 300ROCKVILLEMD20850PRESIDENT, TREASURER, DIRE1.00$0$0$0
MANISHA KAPANI
C/O ARONSON LLC 805 KING FARM BLVDSTE 300ROCKVILLEMD20850VICE PRESIDENT AND SECRETA1.00$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$8,908,171AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$962,071AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,870,242TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,870,242AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148,054CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,722,188NetVlNoncharitableAssetsAmt
Minimum Investment Return$486,109MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$486,109MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,868TaxBasedOnInvestmentIncomeAmt
Total Tax$2,868TotalTaxAmt
Distributable Before Adj$483,241DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$483,241DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$483,241DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$595,906ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$595,906QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,868PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$593,038AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$483,241DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$113,122ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$113,122TotalExcessDistributionCyovAmt
Qualifying Distributions$595,906QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$483,241AppliedToCurrentYearAmt
Remaining Distri From Corpus$112,665RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$225,787TotalCorpusAmt
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$225,787ExcessDistriCyovToNextYrAmt
Excess From Year1$113,122ExcessFromYear1Amt
Excess From Current Year$112,665ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSANJEEV ROY KAPANIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSANJEEV ROY KAPANIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1805 KING FARM BLVD STE 300AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3012316200RecipientPhoneNum
Form And Info And MaterialsSIGNED LETTER INCLUDING THE FOLLOWING INFORMATION: NATURE OF THE PROGRAM, OBJECTIVES, TARGETED POPULATION, AMOUNT OF GRANT REQUESTED, PERIOD THE GRANT WILL COVER, DATE WHEN APPLICATION IS SUBMITTED, AND A BUDGET, IF APPLICABLEFormAndInfoAndMaterialsTxt
Submission DeadlinesOCTOBER 1SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE AWARDED ONLY TO ORGANIZATIONS FOR PROGRAMS AND PROJECTS BENEFITING (I) EDUCATIONAL PROGRAMS, ACTIVITIES, SCHOLARSHIPS AND ENDOWMENTS (PARTICULARLY FOR THESE BETWEEN THE AGES OF 3 TO 10), (II) SCIENTIFIC RESEARCH AND DEVELOPMENT SERVICES, AND (III) PROGRAMS THAT PROMOTE LITERARY, ARTISTIC, AND/OR RELIGIOUS CAUSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS
601 13TH ST NW STE 1050WASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT$118,000
CHILDHELP
4350 E CAMELBACK RDPHOENIXAZ85018NONEPCGENERAL OPERATING SUPPORT$30,000
COLLEGIATE DIRECTIONS INC
4827 RUGBY AVE STE 001BETHESDAMD20814NONEPCGENERAL OPERATING SUPPORT$20,000
HEROES INC
1200 29TH ST NWWASHINGTONDC20007NONEPCGENERAL OPERATING SUPPORT$1,000
MERIDIAN INTERNATIONAL CENTER
1630 CRESCENT PL NWWASHINGTONDC20009NONEPCGENERAL OPERATING SUPPORT$10,000
NATIONAL CATHEDRAL SCHOOL
3612 WOODLEY RD NWWASHINGTONDC20016NONEPCGENERAL OPERATING SUPPORT$65,000
THE ASPEN INSTITUTE
2300 N ST NW 700WASHINGTONDC20037NONEPCGENERAL OPERATING SUPPORT$55,000
UNIVERSITY OF CHICAGO
6054 S DREXEL AVE SUITE 300CHICAGOIL60637NONEPCGENERAL OPERATING SUPPORT$150,000
THE MARG FOUNDATION
PO BOX 714GAITHERSBURGMD20884NONEPCGENERAL OPERATING SUPPORT$500
CASA OF COOK COUNTY
100 SOUTH HAMILTON AVE 8-WCHICAGOIL60612NONEPCGENERAL OPERATING SUPPORT$2,500
WASHINGTON DC POLICE FOUNDATION
1156 15TH ST NW 600WASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT$5,000
GEORGETOWN VISITATION PREPARATORY SCHOOL
1524 35TH ST NWWASHINGTONDC20007NONEPCGENERAL OPERATING SUPPORT$10,000
CENTER FOR STRATEGIC & INTERNATIONAL STUDIES
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$25,000
CONGRESSIONAL MEDAL OF HONOR FOUNDATION
4006 S MACDILL AVETAMPAFL33611NONEPCGENERAL OPERATING SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$502,000TotalGrantOrContriPdDurYrAmt
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$79,946ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,611ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$247,842ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$349,399ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$349,399TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SANJEEV ROY KAPANI 2015 CHARITABLE LEAD ANNUITY TRUST
1609 RIVERCREST DRMCLEANVA22101$32,658Yes (X)
MANISHA KAPANI 2015 CHARITABLE LEAD ANNUITY TRUST
2609 RIVERCREST DRMCLEANVA22101$32,658Yes (X)
SANJEEV ROY KAPANI
3C/O ARONSON LLC 805 KING FARM BLVDROCKVILLEMD20850$10,430,321Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
31,870 SHS GOOGLE$1,983,2192018-12-17
31,185 SHS AMAZON INC$1,912,3352018-12-17
3100,000 EVOLENT HEALTH INC$1,933,0002018-12-17
313,400 JOHNSON & JOHNSON INC$1,846,3862018-12-17
311,980 SHS MICROSOFT CORP$1,286,4122018-12-17
33,720 SHS APPLE INC$598,5112018-12-19
34,460 SHS BERKSHIRE HATHAWAY INC$870,4582018-12-19

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$15,906Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,906DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY #8441 - CORPORATE BONDSBondNm
EOY Book Value$329,865EOYBookValueAmt
EOYFMV$314,242EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY #8441 - CORPORATE STOCK$10,937,086$15,882,327
FIDELITY #8441 - MUTUAL FUNDS$249,650$223,200

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
17,150 ENTERPRISE PRODUCTS PARTNERSAT COST$330,789$421,719
4,190 MAGELLAN MIDSTREAM PARTNERSAT COST$259,822$239,081
4,800 PHILLIPS 66 PARTNERSAT COST$186,421$202,128

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN - CONTRIBUTED ASSETSDesc
Amt$4,024,293Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$57,564$57,564$0$0
BANK FEES$70$70$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INCOME - FIDELITY #8441$18,696$18,696
MAGELLAN MIDSTREAM PARTNERS$2,915$2,915

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryDIGITAL PLATFORM DEVELOPMENTCategoryTxt
Amt$83,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$83,000DisbursementsCharitablePrpsAmt

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