2018-11-08T08:32:20-06:00 2017-12-31 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990PF 2017-01-01 472298390 KAPANI FAMILY CHARITABLE FOUNDATION KAPA 3012316200 C/O ARONSON LLC 805 KING FARM BLVD ROCKVILLE MD 20850 OFFICER PRESIDENT 3012316200 2018-11-06 1 ALEXANDRA B KESSLER CPA P00251266 3012316200 65.242.31.146 2018-11-06 10:09:34 ES P 5D794220C68C161820A811785299AFD302F4C684 1A76A7AA1E485D2CA9C896CB8DC017EC49959EF8 2017 2019-02-21 02:37:17Z X 9164000 X 99996 86468 86468 33702 1197433 33702 220166 120170 0 0 0 0 0 5784 0 0 5784 20550 5000 0 15550 6293 0 0 0 83310 58285 0 0 115937 63285 0 21334 556000 556000 671937 63285 0 577334 -451771 56885 0 1886467 1123371 1123371 4121326 4836227 6659091 624022 374004 378372 773654 898054 1003166 7405469 7231656 9164000 0 0 X 0 0 0 0 7405469 7231656 7405469 7231656 7405469 7231656 7405469 -451771 277958 7231656 0 7231656 CREDIT SUISSE #5368 2016-01-01 2017-12-31 1134 1134 1134 FIDELITY #8441 2016-01-01 2017-12-31 1196273 1160581 35692 35692 ENTERPRISE PRODUCT PARTNERS 2016-01-01 2017-12-31 3150 -3150 -3150 MAGELLAN MIDSTREAM PARTNERS 2016-01-01 2017-12-31 24 24 24 PHILLIPS 66 2016-01-01 2017-12-31 2 2 2 33702 0 317031 8232743 0.038509 167984 3137591 0.053539 0 1349119 0.000000 0.092048 0.030683 8779580 269384 569 269953 577334 X 569 0 569 0 569 8840 0 0 8840 0 8271 8271 0 0 0 0 0 0 0 0 0 0 0 1 1 DE MD VA 1 0 0 0 0 1 N/A ARONSON LLC 3012316200 805 KING FARM BLVD STE 300 ROCKVILLE MD 20850 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SANJEEV ROY KAPANI C/O ARONSON LLC 805 KING FARM BLVD STE 300 ROCKVILLE MD 20850 PRESIDENT, TREASURER, DIRECTOR 1.00 0 0 0 MANISHA KAPANI C/O ARONSON LLC 805 KING FARM BLVD STE 300 ROCKVILLE MD 20850 VICE PRESIDENT AND SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 7435656 1477623 0 8913279 0 0 8913279 133699 8779580 438979 438979 569 569 438410 0 438410 0 438410 577334 0 577334 569 576765 438410 25802 0 0 577334 25802 0 0 438410 113122 0 0 113122 0 0 0 0 0 0 0 113122 113122 SANJEEV ROY KAPANI SANJEEV ROY KAPANI 805 KING FARM BLVD STE 300 ROCKVILLE MD 20850 3012316205 SIGNED 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 APPLICABLE OCTOBER 1 GRANTS 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. CAMP VIRGINIA JAYCEE INC 2494 CAMP JAYCEE RD BLUE RIDGE VA 24064 NONE PC GENERAL OPERATING SUPPORT 15000 CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS 601 13TH ST NW STE 1050 WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 70000 CHILDHELP 4350 E CAMELBACK RD PHOENIX AZ 85018 NONE PC GENERAL OPERATING SUPPORT 25000 COLLEGIATE DIRECTIONS INC 4827 RUGBY AVE STE 001 BETHESDA MD 20814 NONE PC GENERAL OPERATING SUPPORT 22500 GURU NANAK GIRLS SCHOLARSHIP 12508 GREY FOX LANE POTOMAC MD 20854 NONE PC GENERAL OPERATING SUPPORT 500 NATIONAL CATHEDRAL SCHOOL 3612 WOODLEY RD NW WASHINGTON DC 20016 NONE PC GENERAL OPERATING SUPPORT 105000 UNIVERSITY OF CHICAGO 6054 S DREXEL AVE SUITE 300 CHICAGO IL 60637 NONE PC GENERAL OPERATING SUPPORT 150000 HEROES INC 1200 29TH ST NW WASHINGTON DC 20007 NONE PC GENERAL OPERATING SUPPORT 2000 CHILDREN'S HOSPITAL FOUNDATION 801 ROEDER RD 300 SILVER SPRING MD 20910 NONE PC GENERAL OPERATING SUPPORT 1000 AMERICAN HEART ASSOCIATION 4601 FAIRFAX DR ARLINGTON VA 22203 NONE PC GENERAL OPERATING SUPPORT 500 GEORGE MASON UNIVERISTY 4400 UNIVERSITY DR FAIRFAX VA 22030 NONE PC GENERAL OPERATING SUPPORT 1000 DC PREP 100 41ST ST NE WASHINGTON DC 20019 NONE PC GENERAL OPERATING SUPPORT 9000 WASHINGTON WINTER SHOW 29 GRANT CIRCLE NW WASHINGTON DC 20011 NONE PC GENERAL OPERATING SUPPORT 2500 MERIDIAN INTERNATIONAL CENTER 1630 CRESCENT PL NW WASHINGTON DC 20009 NONE PC GENERAL OPERATING SUPPORT 5000 HINDU TEMPLE OF METRO WASHINGTON DC 10001 RIGGS RD ADELPHI MD 20783 NONE PC GENERAL OPERATING SUPPORT 500 INSTITUTE OF INTERNATIONAL EDUCATION 1400 K ST NW 700 WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 1000 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT ST NANTUCKET MA 02554 NONE PC GENERAL OPERATING SUPPORT 40000 SANT NIRANKARI MISSION 4501 PLEASANT VALLEY RD CHANTILLY VA 20151 NONE PC GENERAL OPERATING SUPPORT 500 THE ASPEN INSTITUTE 2300 N ST NW 700 WASHINGTON DC 20037 NONE PC GENERAL OPERATING SUPPORT 55000 FAIRNESS FOR ATHLETES 8000 RIVERSIDE DR CABIN JOHN MD 20818 NONE PC GENERAL OPERATING SUPPORT 50000 556000 0 14 86468 18 33702 0 120170 0 120170 0 0 0 0 0 0 0 0 0 0 X X 1 SANJEEV ROY KAPANI 2015 CHARITABLE LEAD ANNUITY TRUST 609 RIVERCREST DR MCLEAN VA 22101 49894 X 2 MANISHA KAPANI 2015 CHARITABLE LEAD ANNUITY TRUST 609 RIVERCREST DR MCLEAN VA 22101 50102 X ACCOUNTING FEES 20550 5000 0 15550 FIDELITY #8441 - CORPORATE BONDS 374004 378372 FIDELITY #8441 - CORPORATE STOCK 4586577 6384391 FIDELITY #8441 - MUTUAL FUNDS 249650 274700 17,150 ENTERPRISE PRODUCTS PARTNERS AT COST 396386 454647 4,190 MAGELLAN MIDSTREAM PARTNERS AT COST 289613 297239 4,800 PHILLIPS 66 PARTNERS AT COST 212055 251280 LEGAL FEES 5784 0 0 5784 INVESTMENT MANAGEMENT FEES 58255 58255 0 0 BANK FEES 30 30 0 0 CONSULTING FEES 25025 0 0 0 PTP TRANSFER BASIS ADJUSTMENT 277958 FEDERAL TAX PAID 6293 0 0 0