VAFA FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
VAFA FOUNDATION INC (EIN 27-3597377)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201743189349102574
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T16:16:10-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400857ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273597377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VAFA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVAFABusinessNameControlTxt
Phone3173347744PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL RDAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462402418ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZIA LOGHMANIPersonNm
Person TitleCHAIRPersonTitleTxt
Phone3173347744PhoneNum
Signature2017-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A FLINCHUMPreparerPersonNm
PTINP00004265PTIN
Phone3175802000PhoneNum
Preparation2017-10-31PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.132.79.19IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-31IPDt
IP Tm15:29:46IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFD10605310C184B29631CF58EFC62B1E81E5A5FFAtSubmissionCreationDeviceId
At Submission Filing Device IdFD10605310C184B29631CF58EFC62B1E81E5A5FFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$156,099FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,995ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,631DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,631DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,414NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$304,763GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,414CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,041TotalRevAndExpnssAmt
Total Net Invst Incm$5,046TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$492OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$492OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,491TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,491TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$496TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,450ExcessRevenueOverExpensesAmt
Net Investment Income$4,550NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,965CashBOYAmt
Cash EOY$10,749CashEOYAmt
Cash EOYFMV$10,749CashEOYFMVAmt
Corporate Stock BOY$149,194CorporateStockBOYAmt
Corporate Stock EOY$140,033CorporateStockEOYAmt
Corporate Stock EOYFMV$145,350CorporateStockEOYFMVAmt
Total Assets BOY$155,159TotalAssetsBOYAmt
Total Assets EOY$150,782TotalAssetsEOYAmt
Total Assets EOYFMV$156,099TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$155,159UnrestrictedBOYAmt
Unrestricted EOY$150,782UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$155,159TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$150,782TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$155,159TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$150,782TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$155,159TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,450ExcessRevenueOverExpensesAmt
Other Increases$73OtherIncreasesAmt
Subtotal$150,782SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$150,782TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AQR MANAGED FUTURES FUNDP2016-03-072016-05-02$2,570$2,600-$30-$30
BLACKROCK STRATEGIC INCOMEP2015-09-082016-01-21$5,034$5,200-$166-$166
FMI LARGE CAP FUNDP2016-03-072016-05-02$8,521$8,100$421$421
AQR MANAGED FUTURES FUNDP2013-09-112016-05-02$9,832$9,880-$48-$48
DODGE & COX INCOMEP2014-09-292016-03-08$25,400$26,302-$902-$902
FMI LARGE CAP FUNDP2013-01-152016-05-02$24,545$22,888$1,657$1,657
CAUSEWAY INTL VALUE FDP2016-01-012016-06-13$11,103$12,636-$1,533-$1,533
DODGE & COX INCOMEP2016-01-212016-06-13$5,097$5,019$78$78
FRANKLIN INCOME FUNDP2016-06-132016-06-24$45,789$45,540$249$249
JPMORGAN INCM BUILDER FDP2016-06-132016-06-24$45,623$45,540$83$83
PRUDENTIAL INCOME BUILDERP2016-06-132016-06-24$26,504$26,576-$72-$72
RS INVT TR GLBL NAT RES FDP2016-01-012016-06-13$6,242$7,418-$1,176-$1,176
WILLIAM BLAIR MACRO ALLOCP2016-04-012016-06-13$12,213$12,300-$87-$87
CAUSEWAY INTL VALUE FDP2014-04-012016-06-13$22,903$26,064-$3,161-$3,161
DODGE & COX INCOMEP2014-09-012016-06-13$6,155$6,061$94$94
RS INVT TR GLBL NAT RES FDP2013-01-012016-06-13$8,736$10,382-$1,646-$1,646
VANGUARD 500 INDEX FDP2014-04-302016-06-13$10,210$9,216$994$994
VANGUARD TOT STK MKT INDXP2013-01-012016-06-13$26,748$19,627$7,121$7,121
CAPITAL GAINS DIVIDENDSP$1,538$1,538$1,538
FieldValueIRS element (for citing)
Capital Gain Net Income$3,414CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,981AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$153,300NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045538DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,914AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$157,151NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031269DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,969AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$151,601NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032777DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,156NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.109584TotalDistributionRt
Average Distribution0.027396AverageDistributionRt
Net Vl Noncharitable Assets$152,502NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,178AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$46NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,224AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$46InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$64EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$64TotalPaymentsAndCreditsAmt
Overpayment$18OverpaymentAmt
Applied To ES Tax$18AppliedToESTaxAmt
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 StateINOrgReportOrRegisterStateCd
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 BooksZIA LOGHMANIIndividualWithBooksNm
Phone3173347744PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ZIA LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240CHAIR1.00$0$0$0
MARY T LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240SECRETARY1.00$0$0$0
SARAH B TABESH
8349 UNION CHAPEL ROADINDIANAPOLISIN46240TREASURER1.00$0$0$0
NATHAN T LOGHMANI
8349 UNION CHAPEL ROADINDIANAPOLISIN46240DIRECTOR1.00$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$142,354AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,470AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$154,824TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$154,824AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,322CashDeemedCharitableAmt
Net Vl Noncharitable Assets$152,502NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,625MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,625MinimumInvestmentReturnAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Total Tax$46TotalTaxAmt
Distributable Before Adj$7,579DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,579DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,579DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$46PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,954AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,579DistributableAsAdjustedAmt
Undistributed Income PY$6,275UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,000QualifyingDistributionsAmt
Applied To Year1$6,275AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,725AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,854UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerZIA LOGHMANIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVAFA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18349 UNION CHAPEL ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3173347744RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION HAS NOT YET DEVELOPED APPLICATIONS FOR SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS. IN THE FUTURE, HOWEVER, THE FOUNDATION MAY USE APPLICATIONS THAT INCLUDE SOME OR ALL OF THE FOLLOWING: A TRANSCRIPT OF PRIOR ACADEMIC, MUSICAL, LITERARY, AND/OR OTHER ACHIEVEMENTS, DEPENDING ON THE TYPE OF SCHOLARSHIP OR OTHER EDUCATIONAL GRANT TO BE AWARDED. A REPORT OF PERFORMANCE ON TESTS DESIGNED TO MEASURE ABILITY AND APTITUDE. A DESCRIPTION OF FINANCIAL NEED. AN ESSAY WRITTEN BY THE APPLICANT DESCRIBING THE APPLICANT'S INTERESTS AND ASPIRATIONS. A DESCRIPTION OF PAST INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES. A LIST OF HONORS AND RECOGNITIONS. WRITTEN RECOMMENDATIONS BY INDIVIDUALS NOT RELATED TO THE APPLICANT. THE NAMES OF THE EDUCATIONAL INSTITUTIONS TO WHICH THE APPLICANT INTENDS TO APPLY.FormAndInfoAndMaterialsTxt
Submission DeadlinesONGOINGSubmissionDeadlinesTxt
Restrictions On AwardsWITH RESPECT TO SCHOLARSHIPS AWARDED FOR REGULAR STUDY AT AN EDUCATIONAL INSTITUTION, EACH SUCH SCHOLARSHIP GENERALLY WILL CONTINUE FOR THE DESIGNATED TERM OF THE SCHOLARSHIP DURING THE RECIPIENT'S COURSE OF STUDY AT SUCH INSTITUTION, SO LONG AS THE RECIPIENT MAINTAINS SATISFACTORY PROGRESS TOWARD COMPLETION OF HIS OR HER COURSE OF STUDY AND OTHERWISE CONFORMS TO THE TERMS AND CONDITIONS OF THIS PROCEDURE. WITH RESPECT TO SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS USED TO ACHIEVE A SPECIFIC; OBJECTIVE OR TO ENHANCE RECIPIENTS' CAPACITIES OR SKILLS, THE FOUNDATION WILL USE THE SUPERVISION PROCEDURES DESCRIBED BELOW TO ENSURE THAT RECIPIENTS USE SUCH SCHOLARSHIPS AND OTHER EDUCATIONAL GRANTS ONLY FOR THE PURPOSE OF DEVELOPING FULLY AND PRODUCTIVELY THEIR EXCEPTIONAL TALENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN HEALTH FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1273AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94401ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPFRecipientFoundationStatusTxt
Grant Or Contribution PurposeCONTRIBUTION TO THE GENERAL OPERATING FUND FOR THE PURPOSE OF SCHOLARSHIP.GrantOrContributionPurposeTxt
Amt$9,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,631ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,414ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,046ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,046TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,995Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERIDIAN HEALTH FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1273AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94401ZIPCd
FieldValueIRS element (for citing)
Grant2016-08-31GrantDt
Grant$9,000GrantAmt
Purpose Of GrantSCHOLARSHIPS FOR STUDENTS: THE MERIDIAN HEALTH FOUNDATION PROMOTES HEALING, IN BOTH THE INDIVIDUAL AND THE ENVIROMENT, THROUGH EDUCATION, THE DELIVERY OF PREVENTATIVE AND SUPPORTIVE HEALTH SERVICES AND THE ARTS. THEIR PROGRAMS ENCOURAGE EDUCATION IN BOTH THE ACADEMIC AND SPIRITUAL DEVELOPMENT OF NEIGHBORHOOD COMMUNITIES USING TUTORING, TECHNOLOGY AND THE ARTS, TO ADVANCE THEIR CAPACITY. THE DECISION TO CONTRIBUTE WAS BASED ON THE FINANCIAL REPORT PROVIDED TO VAFA FOUNDATION, AND BY DECISION OF THE BOARD OF DIRECTORS. NO AMOUNTS CONTRIBUTED TO MERIDIAN HEALTH FOUNDATION WERE USED FOR ANY PURPOSE OTHER THAN DESCRIBED ABOVE.PurposeOfGrantTxt
Expended By Grantee$9,000ExpendedByGranteeAmt
Dates Of Reports By Grantee12/31/16DatesOfReportsByGranteeTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AQR MANAGED FUTURES FUND$0$0
FMI LARGE CAP FUND$0$0
RS GLOBAL NATURAL RESOURCES FUND$0$0
VANGUARD TOTAL STOCK$0$0
CAUSEWAY INTERNATIONAL VALUE$0$0
DODGE & COX INCOME$0$0
VANGUARD 500 INDEX ADMIRAL$0$0
WILLIAM BLAIR MACRO ALLOCATION FUND$0$0
BLACKROCK STRAGETIC INCOME$0$0
FRANKLIN GROWTH FUND CL C$13,234$13,796
FRANKLIN MUT GLBL DSCV FD CL C$13,356$14,361
FRANKLIN RISING DIVIDENDS FD C$13,047$13,478
JPMORGAN EQUITY INCOME FUND C$23,520$25,565
JPMORGAN GROWTH ADVANTAGE FD C$22,719$24,054
PRUDENTIAL CORE BOND FUND CL C$13,388$12,900
PRUDENTIAL INCOME BUILDER CL C$19,267$19,570
PRUDENTIAL TOTAL RETURN BOND C$13,517$12,931
TEMPLETON GLOBAL SMALLER COS C$7,985$8,695

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE FEESDesc
Revenue And Expenses Per Books$492RevenueAndExpensesPerBooksAmt
Net Investment Income$492NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
COST BASIS ADJUSTMENT$23
NON-DIVIDEND DISTRIBUTIONS$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4Amt
Net Investment Income$4NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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