VIRAGH FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VIRAGH FAMILY FOUNDATION INC (EIN 52-2284009)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349102367
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T10:08:33-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Young Brophy PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10211 Wincopin Circle Suite 150 | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522284009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Viragh Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Young Brophy PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRA | BusinessNameControlTxt |
| Phone | 4432767000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10211 Wincopin Circle | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger E Young | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter J Brophy | PreparerPersonNm |
| PTIN | P00149527 | PTIN |
| Phone | 4432767000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,706,403 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $831,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $857,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $683,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,433,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $683,415 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $192,993 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,514,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,734,088 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $14,116 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,598 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,518 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $85,527 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $68,422 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,105 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $269,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $269,686 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $56,848 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,623 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $453,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $410,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,484,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,484,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,937,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $410,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,503,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,422,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,323,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $711,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,650 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $44,641,261 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,552,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,552,753 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $45,352,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,706,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,706,403 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $45,352,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,706,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,352,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,706,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,352,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,706,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,352,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,422,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,844,004 | OtherIncreasesAmt |
| Subtotal | $46,773,654 | SubtotalAmt |
| Other Decreases | $67,251 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,706,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS Seix High Yield fund net ST gains | P | 2016-07-01 | 2017-06-30 | $874,740 | $844,072 | $30,668 | $30,668 |
| UBS Seix High Yield net LT gains | P | 2010-07-01 | 2017-06-30 | $1,069,648 | $1,033,627 | $36,021 | $36,021 |
| UBS Diversified fund net LT gains | P | 2010-07-10 | 2017-06-30 | $1,260,339 | $793,906 | $466,433 | $466,433 |
| UBS Blackrock net LT gains | P | 2010-07-01 | 2017-06-30 | $1,507,111 | $1,463,549 | $43,562 | $43,562 |
| UBS Private Equity - Escrow rcvd Lehman | P | 2010-07-01 | 2017-06-30 | $2,173 | $2,173 | $2,173 | |
| UBS Cincinnati fund net LT gains | P | 2010-07-01 | 2017-06-30 | $972,368 | $912,903 | $59,465 | $59,465 |
| UBS Dividend Ruler fund net ST gains | P | 2016-07-01 | 2017-06-30 | $804,223 | $796,945 | $7,278 | $7,278 |
| UBS Dividend Ruler net LT gains | P | 2010-07-01 | 2017-06-30 | $242,148 | $209,612 | $32,536 | $32,536 |
| UBS Cambiar Net ST losses | P | 2016-07-01 | 2017-06-30 | $376,318 | $380,087 | -$3,769 | -$3,769 |
| UBS Cambiar net LT losses | P | 2010-07-01 | 2017-06-30 | $1,254,746 | $1,266,029 | -$11,283 | -$11,283 |
| UBS Apex net ST losses | P | 2016-07-01 | 2017-06-30 | $282,035 | $295,860 | -$13,825 | -$13,825 |
| UBS Apex net LT gains | P | 2010-07-01 | 2017-06-30 | $888,265 | $800,175 | $88,090 | $88,090 |
| UBS Global Equity net LT gains | P | 2010-07-01 | 2017-06-30 | $1,613,532 | $1,350,721 | $262,811 | $262,811 |
| UBS York net LT losses | P | 2010-07-01 | 2017-06-30 | $1,119,867 | $1,500,000 | -$380,133 | -$380,133 |
| UBS Clearbridge net ST losses | P | 2016-07-01 | 2017-06-30 | $6,051 | $6,221 | -$170 | -$170 |
| UBS Clearbridge net LT gains | P | 2010-07-01 | 2017-06-30 | $10,478 | $9,817 | $661 | $661 |
| UBS Kayne net ST losses | P | 2016-07-01 | 2017-06-30 | $81,269 | $86,794 | -$5,525 | -$5,525 |
| Recovery from Fannie Mae sec litigation | P | 2010-07-01 | 2017-06-30 | $44 | $44 | $44 | |
| Recovery from Ixia sec litigation | P | 2010-07-01 | 2017-06-30 | $36 | $36 | $36 | |
| Recovery from AIG sec litigation | P | 2010-07-01 | 2017-06-30 | $797 | $797 | $797 | |
| Recovery from Walter Energy sec litigati | P | 2010-07-01 | 2017-06-30 | $17 | $17 | $17 | |
| Recovery from Barrick Gold sec litigatio | P | 2010-07-01 | 2017-06-30 | $277 | $277 | $277 | |
| UBS UCI Greenhaven net LT losses | P | 2010-07-01 | 2017-06-30 | $67,251 | $67,251 | $67,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $683,415 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,657 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,510,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,134,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07294 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,484,286 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,069,588 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07101 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,171,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $44,974,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07053 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,013,597 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,008,287 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,019,243 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,912,954 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07759 | DistributionYr5Rt |
| Total Distribution | 0.360541 | TotalDistributionRt |
| Average Distribution | 0.072108 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,931,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,384,126 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,238 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,397,364 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,503,373 | 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 | $13,238 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,238 | SubtotalAmt |
| Tax Based On Investment Income | $13,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,594 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,594 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $22,356 | OverpaymentAmt |
| Applied To ES Tax | $22,356 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Young Brophy PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4432767000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10211 Wincopin Circle 150 | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Amanda C Viragh | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Director | 5.00 | $0 |
| Robert J Viragh | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Director | 5.00 | $0 |
| Mark S Viragh | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | President | 10.00 | $0 |
| Katherine A Viragh | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Treasurer | 5.00 | $0 |
| Jean M Dahl | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Director | 5.00 | $0 |
| Roger E Young | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Vice President | 1.00 | $0 |
| Daniel P Johnson | ||||||
| 10211 Wincopin Circle 150 | Columbia | MD | 21044 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS Financial Services | |||||
| 299 Park Avenue 25th Floor | New York | NY | 10171 | Consulting | $258,049 |
| Young Brophy PC | |||||
| 10211 Wincopin Circle Ste 150 | Columbia | MD | 21044 | Accounting | $85,527 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,154,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,441,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,646,049 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $47,646,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $714,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,931,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,346,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,346,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,238 | TotalTaxAmt |
| Distributable Before Adj | $2,333,330 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,333,330 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,333,330 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,503,373 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,503,373 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,238 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,490,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,333,330 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $783,912 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $854,157 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $991,064 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,059,243 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,120,893 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,809,269 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,503,373 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,333,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,170,043 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,979,312 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $783,912 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,195,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $854,157 | ExcessFromYear4Amt |
| Excess From Year3 | $991,064 | ExcessFromYear3Amt |
| Excess From Year2 | $1,059,243 | ExcessFromYear2Amt |
| Excess From Year1 | $1,120,893 | ExcessFromYear1Amt |
| Excess From Current Year | $1,170,043 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert J Viragh | ContributingManagerNm |
| Contributing Manager | Mark S Viragh | ContributingManagerNm |
| Contributing Manager | Katherine A Viragh | ContributingManagerNm |
| Contributing Manager | Jean M Dahl | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| At the Crossroads | |||||||
| 333 Valencia St Suite 320 | San Francisco | CA | 94103 | N/A | PC | Outreach and counseling work | $35,000 |
| La Casa de las Madres | |||||||
| 1663 Mission Street Suite 225 | San Francisco | CA | 94103 | N/A | PC | Education and outreach programs for domestic violence victims | $35,000 |
| Pancreatic Cancer Action Net | |||||||
| 1500 Rosecrans Ave Ste 1500 | Manhattan Beach | CA | 90266 | N/A | PC | Research grant for pancreatic cancer and support of patients | $200,000 |
| Homeless Prenatal Program | |||||||
| 2500 18th Street | San Francisco | CA | 94110 | N/A | PC | Support organization's ability to provide low-income and homeless families with comprehensive services. | $75,000 |
| Exponent Philanthropy | |||||||
| PO Box 247 | Winooski | VT | 05404 | N/A | PC | Educational programming of the Foundation | $4,000 |
| SafeHaven of Tarrant County | |||||||
| 6815 Manhattan Blvd Ste 105 | Fort Worth | TX | 76120 | N/A | PC | Research study for bullying prevention program for battered women and their children | $80,000 |
| St Louis Food Bank | |||||||
| 70 Corporate Woods Dr | St Louis | MO | 63044 | N/A | PC | Capital equipment for food bank | $140,000 |
| Bay Area Women's Children's | |||||||
| 318 Leavenworth Street | San Francisco | CA | 94102 | N/A | PC | Tech initiatives and literacy/fluency program for low income children | $30,000 |
| Laurel Pregnancy Center | |||||||
| 415 Main Street | Laurel | MD | 20707 | N/A | PC | Grant used for a new sonogram machine. | $6,250 |
| Montgomery Cty Coalition for the Ho | |||||||
| 600-B East Gude Drive | Rockville | MD | 20850 | N/A | PC | To benefit homeless and formerly homeless families. | $33,500 |
| St Louis Crisis Nursery | |||||||
| 6150 Oakland Ave 5th Flr | St Louis | MO | 63139 | N/A | PC | Provide emergency care for children at-risk of abuse | $35,000 |
| Tarrant Area Food Bank | |||||||
| 2600 Cullen Street | Fort Worth | TX | 76107 | N/A | PC | Support for food bank | $100,000 |
| Catholic Charities Diocese of Venic | |||||||
| 1000 Pinebrook Road | Venice | FL | 34284 | N/A | PC | Support for Summer Literacy Program and scholarship fund at St. Martha's Early Learning Center, for children of working poor or at risk of becoming homeless; Construction costs for renovation of 5 apts for homeless mothers and children | $72,700 |
| Cal Ripken Sr Foundation | |||||||
| 1427 Clarkview Road Ste 100 | Baltimore | MD | 21209 | N/A | PC | Support STEM initiative in disadvantaged neighborhoods. | $100,000 |
| Our Little Haven | |||||||
| P O Box 23010 | St Louis | MO | 63156 | N/A | PC | Support the capital and material needs of the organization which provides a safe environment for children suffering from the tragedy of abuse and neglect. | $20,300 |
| Catholic Charities of Fort Worth | |||||||
| 249 W Thornhill Drive | Fort Worth | TX | 76119 | N/A | PC | Care for abused or neglected children. | $51,000 |
| ACCESS Academies | |||||||
| 12120 Bridgeton Square Drive | Bridgeton | MO | 63044 | N/A | PC | Provide scholarship funds for socially- and/or economically-disadvantaged students. | $600,000 |
| The Dream Builders Foundation | |||||||
| 2020 Willowment Lane | Brentwood | TN | 37027 | N/A | PC | Support for organization dedicated to helping financially, physically or mentally-challenged youth by providing support and financial assistance. | $75,000 |
| Mission Dolores Academy | |||||||
| 3371 16th Street | San Francisco | CA | 94114 | N/A | PC | Provide tuition assistance to low-income students. | $50,000 |
| Assistance League of Reno-Sparks | |||||||
| 1701 Vassar Street | Reno | NV | 89502 | N/A | PC | Provide awards for teachers in Washoe County. | $60,000 |
| The Nevada Discovery Museum | |||||||
| 490 South Center Street | Reno | NV | 89501 | N/A | PC | Support museum that provides a safe, nurturing and playful learning environment. | $60,000 |
| Children's Advocacy Center of Colli | |||||||
| 2205 Los Rios Blvd | Plano | TX | 75074 | N/A | PC | Support organization that helps abused and neglected children. | $75,000 |
| Huckleberry Youth Programs | |||||||
| 3310 Geary Boulevard | San Francisco | CA | 94118 | N/A | PC | Support for counseling program that works with parents and families of high risk youth. | $100,000 |
| Kidsave International Inc | |||||||
| 5185 MacArthur Blvd NW Suite 108 | Washington | DC | 20016 | N/A | PC | Support for program that moves kids growing up in the foster care system into permanent families. | $25,000 |
| Our Lady of Good Counsel High Schoo | |||||||
| 17301 Old Vic Blvd | Olney | MD | 20832 | N/A | PC | To provide need-based, financial support for students going on domestic mission trips with the school. | $60,000 |
| Miriam's Kitchen | |||||||
| 2401 Virginia Avenue NW | Washington | DC | 20037 | N/A | PC | Support for meals and social services provided to the chronically homeless. | $50,000 |
| Children's National Medical Center | |||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | N/A | PC | To support a Fellowship in Pediatric Rheumatology. | $41,750 |
| Mission 21 | |||||||
| PO Box 6393 | Rochester | MN | 55903 | N/A | PC | To support survivors of sex trafficking. | $57,000 |
| Muscle Up Club | |||||||
| 2001 Reliance Parkway Ste A-B | Bedford | TX | 76021 | N/A | PC | To assist young athletes in need with expenses related to their sport. | $25,000 |
| Pathfinders for Autism | |||||||
| 303 International Circle Ste 110 | Cockeysville | MD | 21030 | N/A | PC | To support individuals with autism and the people who care for them. | $50,000 |
| Washington Jesuit Academy | |||||||
| 900 Varnum Street NE | Washington | DC | 20017 | N/A | PC | To fund scholarships for those in need at the Academy. | $36,000 |
| Good Shepherd Children Family Servi | |||||||
| 1340 Partridge Avenue | St Louis | MO | 63130 | N/A | PC | To support the Maternity Care Program and Foster Care Program. | $64,000 |
| Epiphany Center Mount St Joseph-St | |||||||
| 100 Masonic Avenue | San Francisco | CA | 94118 | N/A | PC | Support renovation of residence for women and children in Residential Recovery. | $30,000 |
| Multiple Sclerosis Association of A | |||||||
| 14902 Preston Road Ste 404-345 | Dallas | TX | 75254 | N/A | PC | Sponsor adaptive exercise for people living with MS. | $75,000 |
| San Francisco Child Abuse Protectio | |||||||
| 1757 Waller Street | San Francisco | CA | 94117 | N/A | PC | Support organization trying to prevent child abuse. | $100,000 |
| Channel 5 Public Broadcasting Inc K | |||||||
| 1670 N Virginia Street | Reno | NV | 89503 | N/A | PC | Support Ready to Learn workshops to improve lives of children in community. | $60,000 |
| Children's Cabinet Inc | |||||||
| 1090 S Rock Blvd | Reno | NV | 89502 | N/A | PC | Support to hire licensed therapist for TLC and purchase items for youth staying there. | $60,000 |
| Note-able Music Therapy | |||||||
| 925 Riverside Drive | Reno | NV | 89503 | N/A | PC | Support launch of music programs to underserved populations. | $21,000 |
| Ready Readers | |||||||
| 1974 Innerbelt Business Center Driv | St Louis | MO | 63114 | N/A | PC | Support charity that inspires preschoolers to become readers. | $35,000 |
| Edgewood Center for Children and Fa | |||||||
| 1801 Vicente Street | San Francisco | CA | 94110 | N/A | PC | Support organization that promotes behavioral health. | $75,000 |
| Happy Hill Farm Children's Home Inc | |||||||
| 3846 North Highway 144 | Granbury | TX | 76048 | N/A | PC | Provide a tram for organization for underprivleged students | $100,000 |
| Pain Free Patriots powered by BFW C | |||||||
| 14001 Ridgedale Dr Ste 390 | Minnetonka | MN | 55305 | N/A | PC | Support treatment for military veterans living with chronic pain. | $82,000 |
| National Multiple Sclerosis Society | |||||||
| 2105 Luna Rd Ste 390 | Carrollton | TX | 75006 | N/A | PC | Programs and direct client services to help people with MS live their best lives. | $25,000 |
| Center for Open Recovery | |||||||
| 1170 Market St 6th Floor | San Francisco | CA | 94102 | N/A | PC | Long-term recovery for those suffering addition. | $50,000 |
| Crittenton Services of Greater Wash | |||||||
| 815 Silver Spring Ave | Silver Spring | MD | 20910 | N/A | PC | Programs for teen girls to overcome obstacles, make positive choices and acheive goals. | $18,500 |
| Dell Medical School The University | |||||||
| 1501 Red River | Austin | TX | 78712 | N/A | PC | FaceX product for nervous system processing networks. | $125,000 |
| TLC - The Treatment and Learning Ce | |||||||
| 2092 Gaither Rd Ste 100 | Rockville | MD | 20850 | N/A | PC | Financial aid & scholarship program at Katherine Thomas School for students with language and learning disabilities. | $20,000 |
| Sts Joachim and Ann Care Service | |||||||
| 4116 McClay Rd | St Charles | MO | 63304 | N/A | PC | Housing & utility assistance as well as medical and dental care for families in crisis. | $51,000 |
| Youth in Need | |||||||
| 1815 Boones Lick Rd | St Charles | MO | 63301 | N/A | PC | Head Start and Early Head Start, Counseling, Teen Parent, Emergency Shelter, Transitional Living and Street Outreach Programs. | $35,000 |
| Joe's Place Corporation | |||||||
| PO Box 434057 | Maplewood | MO | 63143 | N/A | PC | Challenge grant for program to offer a home environment to homeless boys and support to graduate from high school. | $25,000 |
| Logos Inc | |||||||
| 9137 Old Bonhomme Rd | St Louis | MO | 63132 | N/A | PC | Support for school for struggling students. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,484,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $831,516 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $8,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $683,415 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil and gas & PTP income | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,463 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,463 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,506,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,514,931 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Young Brophy, PC | CategoryTxt |
| Amt | $85,527 | Amt |
| Net Investment Income | $68,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,105 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Williams Coulson | CategoryTxt |
| Legal Fees | $14,116 | LegalFeesAmt |
| Net Investment Income | $12,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,518 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Wisdomtree/Greenhaven Cumulative Adjustment to Tax Basis | Desc |
| Amt | $67,251 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Dues & subscriptions | $750 | $750 | |
| Insurance | $6,260 | $6,260 | |
| Meals & entertainment | $1,822 | $911 | |
| Telephone | $144 | $144 | |
| Travel | $18,649 | $18,649 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $269,686 | Amt |
| Net Investment Income | $269,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $23,225 | |
| Foreign Taxes | $24,847 | $24,847 |
| Maryland Taxes | $8,776 | $8,776 |