FREDRICK D AND KAREN G SCHAUFELD FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FREDRICK D AND KAREN G SCHAUFELD FAMILY FOUNDATION (EIN 46-1558417)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349101041
- Schema version
- 2017v2.3
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T11:44:05-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204831046 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLIE ANDERSON CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORWALK STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461558417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDRICK D & KAREN G SCHAUFELD FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 7037491300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORWALK STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDRICK SCHAUFELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7037491300 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE L ANDERSON | PreparerPersonNm |
| PTIN | P00021396 | PTIN |
| Phone | 3364822444 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 137.116.37.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 12:14:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4906FE4F8CFB83F3C1F22A7D337800D8849CE3B9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4906FE4F8CFB83F3C1F22A7D337800D8849CE3B9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,961,036 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $69,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,800,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,359 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,920 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,165 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $307,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $93,349 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $93,349 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $92 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $92 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,740 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,740 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,605 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,354 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,641 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,641 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,925 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $174,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $119,926 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,224,014 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,224,014 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,398,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,343,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,090,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,593 | CashBOYAmt |
| Cash EOY | $88,608 | CashEOYAmt |
| Cash EOYFMV | $88,608 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,485,828 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $455,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $455,211 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,169,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,298,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,417,217 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,417,217 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,973,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,961,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,961,036 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,973,247 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,961,036 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,973,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,961,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,973,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,961,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,973,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,090,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $80,903 | OtherIncreasesAmt |
| Subtotal | $3,963,211 | SubtotalAmt |
| Other Decreases | $2,175 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,961,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY 5770 | P | $1,886,093 | $1,844,538 | $41,555 | $41,555 |
| MORGAN STANLEY 5770 | P | $284,932 | $282,964 | $1,968 | $1,968 |
| MORGAN STANLEY 5777 | P | $195,482 | $180,742 | $14,740 | $14,740 |
| MORGAN STANLEY 5777 | P | $321,567 | $277,002 | $44,565 | $44,565 |
| K-1 SWAN & LEGEND FUND 2 LP | P | $111,920 | $111,920 | $111,920 | |
| CAPITAL GAINS DIVIDENDS | P | $611 | $611 | $611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,359 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,470,327 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,960,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.497970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,864,203 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,673,561 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.330222 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $915,697 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,149,043 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082132 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $942,920 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,649,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $512,740 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.970575 | TotalDistributionRt |
| Average Distribution | 0.194115 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,353,973 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,039,286 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,041,648 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,343,940 | 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 | $2,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,182 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,182 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,820 | OverpaymentAmt |
| Applied To ES Tax | $31,820 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLIE ANDERSON CPA PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3364822444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORWALK ST | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FREDRICK D SCHAUFELD | ||||||||
| PO BOX 6266 | LEESBURG | VA | 20178 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KAREN G SCHAUFELD | ||||||||
| PO BOX 6266 | LEESBURG | VA | 20178 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RICHARD SCHAUFELD | ||||||||
| PO BOX 6266 | LEESBURG | VA | 20178 | TREASURER | 2.00 | $0 | $0 | $0 |
| CINDY SCHAUFELD | ||||||||
| PO BOX 6266 | LEESBURG | VA | 20178 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $872,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,145,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,417,217 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,435,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,435,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,353,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,362 | TotalTaxAmt |
| Distributable Before Adj | $265,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,337 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,343,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,343,940 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,362 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,341,578 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $205,675 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $364,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,434,743 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,239,287 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,244,484 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,343,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $265,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,078,603 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,323,087 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,323,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $205,675 | ExcessFromYear4Amt |
| Excess From Year3 | $364,779 | ExcessFromYear3Amt |
| Excess From Year2 | $2,434,743 | ExcessFromYear2Amt |
| Excess From Year1 | $2,239,287 | ExcessFromYear1Amt |
| Excess From Current Year | $2,078,603 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDRICK D SCHAUFELD | ContributingManagerNm |
| Contributing Manager | KAREN G SCHAUFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMAZON CONSERVATIVE TEAM | ||||||||
| 4211 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | SUPPORT FOR OPERATIONS | $5,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT FOR OPERATIONS | $5,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | SUPPORT FOR PEACE AND SOCIAL JUSTICE PROGRAMS | $1,500 | |
| CHABAD LEHIGH UNIVERSITY | ||||||||
| 727 EVANS STREET | BETHLEHEM | PA | 18015 | NONE | PC | SUPPORT FOR EDUCATIONAL PROGRAMS | $150,000 | |
| CHILDRENS HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | MEDICAL CARE FOR CHILDREN | $10,000 | |
| COMM FOUNDATION FOR LOUDOUN & N FAUQUIER | ||||||||
| 163 FORT EVANS ROAD NE 130 | LEESBURG | VA | 20176 | NONE | PC | SUPPORT FOR OPERATIONS AND PROGRAMS | $111,000 | |
| COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS | ||||||||
| 1329 E CARY ST 202 | RICHMOND | VA | 23219 | NONE | PC | SUPPORT FOR ANALYSIS OF POLICY INFORMATION AND DESSIMINATION TO PUBLIC | $1,000 | |
| DECESARIS-PROUT CANCER FOUNDATION | ||||||||
| PO BOX 6089 | ANNAPOLIS | MD | 21401 | NONE | PC | CANCER RESEARCH | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | SUPPORT FOR MEDICAL CARE PROGRAMS | $1,000 | |
| EQUINE RESCUE LEAGUE | ||||||||
| PO BOX 4366 | LEESBURG | VA | 20177 | NONE | PC | CARE OF ABUSED OR NEGLECTED HORSES | $20,000 | |
| FIDELITY CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | SUPPORT FOR OPERATIONS | $25,000 | |
| GEORGE WASHINGTON UNIV LAW SCHOOL | ||||||||
| 2000 H ST NW | WASHINGTON | DC | 20052 | NONE | PC | SUPPORT FOR EDUCATIONAL PROGRAMS | $2,000 | |
| GOOD SHEPHERD ALLIANCE | ||||||||
| 20684 ASHBURN ROAD | ASHBURN | VA | 20147 | NONE | PC | SUPPORT OF HOMELESS | $200,000 | |
| GREENPEACE FUND | ||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | NONE | PC | SUPPORT FOR ENVIRONMENTAL EDUCATION AND PROGRAMS | $5,000 | |
| INOVA HEALTH SYSTEMS | ||||||||
| 8110 GATEHOUSE ROAD | FALLS CHURCH | VA | 22042 | NONE | PC | HEALTH CARE | $596,429 | |
| J STREET | ||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | PC | MIDDLE EAST PEACE | $175,000 | |
| LEHIGH UNIVERSITY | ||||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18016 | NONE | PC | EDUCATION | $115,800 | |
| LIFE WITH CANCER | ||||||||
| 8110 GATEHOUSE ROAD | EAST FALLS CHURCH | VA | 22042 | NONE | PC | CARE OF CANCER PATIE | $10,000 | |
| LOUDON COUNTY VOLUNTEER RESCUE SQUAD | ||||||||
| 143 CATOCTIN CIRCLE SE | LEESBURG | VA | 20175 | NONE | PC | MEDICAL SERVICE | $500 | |
| LUCKETTS VOLUNTEER FIRE DEPARTMENT | ||||||||
| 42367 LUCKETTS ROAD | LEESBURG | VA | 20176 | NONE | PC | VOLUNTEER FIRE | $5,000 | |
| MIDDLEBURG FILM FESTIVAL | ||||||||
| PO BOX 1566 | MIDDLEBURG | VA | 20118 | NONE | PC | PERFORMING ARTS | $25,000 | |
| PEACEWORK FOUNDATION | ||||||||
| 224 W 35TH STREET | NEW YORK | NY | 10001 | NONE | PC | MIDDLE EAST PEACE | $75,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1108 16TH STREET | WASHINGTON | DC | 20036 | NONE | PC | REPRODUCTIVE EDUCATION | $1,000 | |
| SCAN OF NORTHERN VA | ||||||||
| 205 WHITING ST 205 | ALEXANDRIA | VA | 22304 | NONE | PC | CHILDRENS WELL BEING | $1,000 | |
| SMITHSONIAN | ||||||||
| PO BOX 37012 SI BUILDING ROOM 153 | WASHINGTON | DC | 20013 | NONE | PC | MUSEUM | $250 | MRC 010 |
| SPECIAL OLYMPICS MONTANA | ||||||||
| PO BOX 3507 | GREAT FALLS | MT | 59403 | NONE | PC | SUPPORT OF SPECIAL NEEDS INDIVIDUALS | $10,000 | |
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | ||||||||
| 3033 WILSON BLVD SUITE 630 | ARLINGTON | VA | 22201 | NONE | PC | SUPPORT OF MILITARY FAMILIES | $25,000 | |
| UNITED WAY OF LONG ISLAND | ||||||||
| 819 GRAND BOULEVARD 1 | DEER PARK | NY | 11729 | NONE | PC | SCHOLARSHIP FOR UNDE | $300,000 | |
| WOLF TRAP FOUNDATION | ||||||||
| 1645 TRAP ROAD | VIENNA | VA | 22182 | NONE | PC | EDUCATION | $93,100 | |
| WINCHESTER EDUCATION FOUNDATION - PUBLIC SCHOOLS | ||||||||
| 122 N WASHINGTON ST | WINCHESTER | VA | 22601 | NONE | PC | EDUCATION | $200,000 | |
| LOUDON LITERACY COUNCIL | ||||||||
| 199 LIBERTY ST SW 3RD FLOOR | LEESBURG | VA | 20175 | NONE | PC | PROVIDING LOW INCOME ADULTS AND CHILDREN WITH LITERACY PROFICIENCY AND COMMUNICATION SKILLS | $935 | |
| WASHINGTON INTERNATIONAL HORSE SHOW | ||||||||
| 3299 K ST NW 600 | WASHINGTON | DC | 20007 | NONE | PC | 2017 SUPPORT | $16,000 | |
| LITTLE SHELTER ANIMAL RESCUE & ADOPTION CENTER | ||||||||
| 33 WARNER RD | HUNTINGTON | NY | 11743 | NONE | PC | DOG AND CAT RESCUE AND PLACEMENT | $500 | |
| ECOAMERICA | ||||||||
| 1730 RHODE ISLAND AVE NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | PC | BUILDING LEADERSHIP, PUBLIC SUPPORT AND POLITICAL WILL FOR CLIMATE SOLUTIONS IN THE UNITED STATES | $2,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,224,014 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INOVA HEALTH SYSTEMS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8110 GATEHOUSE ROAD | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | HEALTH CARE | GrantOrContributionPurposeTxt |
| Amt | $2,857,145 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,857,145 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,606 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,755 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $215,359 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,755 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $291,130 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $307,885 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K-1: SWAN EAGLE | AT COST | $2,003,802 | $2,003,802 |
| K-1: SWAN & LEGEND FUND 2 | AT COST | $902,661 | $902,661 |
| K-1: JSQ MULTIFAMILY II, LLC | AT COST | $10,518 | $10,518 |
| K-1: PACTOLUS-CRANEMERE SERIES | AT COST | $500,236 | $500,236 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,740 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,740 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $2,175 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1: SWAN EAGLE, LLC | $469 | $469 | $0 |
| K-1: SWAN & LEGEND FUND 2 | $30,054 | $30,054 | $0 |
| K-1: PACTOLUS-CRANEMERE SERIES | $5,402 | $5,402 | $0 |
| OFFICE EXPENSE | $14,401 | $0 | $14,401 |
| INSURANCE | $2,200 | $0 | $2,200 |
| PAYROLL SERVICE FEE | $1,503 | $0 | $1,503 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1: JSQ MULTIFAMILY II LLC | -$2,074 | -$2,074 | -$2,074 |
| K-1: SWAN & LEGEND FUND 2 | $24,994 | $24,994 | $24,994 |
| UBTI | $0 | -$16,755 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $80,903 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $16,605 | Amt |
| Net Investment Income | $16,605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,354 | Amt |
| Net Investment Income | $2,354 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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