2017-11-15T14:48:03-06:00 2016-12-31 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990PF 2016-01-01 472298390 KAPANI FAMILY CHARITABLE FOUNDATION KAPA 3012316200 C/O ARONSON LLC 805 KING FARM BLVD ROCKVILLE MD 20850 OFFICER PRESIDENT 3012316200 2017-11-13 1 ALEXANDRA B KESSLER CPA P00251266 3012316200 73.135.4.77 2017-11-13 08:57:20 ES P 09D3B13B256C4B0D5A579EC8DD229819AF24D13A D69968A6291751BE156CD168DB2D6885D90BFA2F 2016 2017-02-10 21:41:12Z X 8560303 X 0 X 38544 38544 919427 2297586 919427 957971 957971 0 0 0 0 0 3776 0 0 3776 10080 0 0 10080 38668 0 0 0 75439 75439 0 0 127963 75439 0 13856 312000 312000 439963 75439 0 325856 518008 882532 0 4297119 1886467 1886467 1842673 4121326 5087504 0 624022 572234 747669 773654 1014098 6887461 7405469 8560303 0 0 X 0 0 0 0 6887461 7405469 6887461 7405469 6887461 7405469 6887461 518008 0 7405469 0 7405469 FIDELITY #8441 2016-01-01 2016-12-31 351053 321305 29748 29748 FIDELITY #8441 2015-12-22 2016-12-31 1629093 815804 813289 813289 WELLS FARGO #9894 2016-01-01 2016-12-31 314090 241050 73040 73040 CAPITAL GAINS DIVIDENDS P 3350 3350 3350 919427 0 167984 3137591 0.053539 0 1349119 0.000000 0.053539 0.026770 8232743 220391 8825 229216 325856 X 8825 0 8825 0 8825 11372 11372 2547 2547 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 GREENBERG TRAURIG LLP 1750 TYSONS BLVD STE 1000 MCLEAN VA 22102 PRESIDENT, TREASURER, DIRE 1.00 0 0 0 MANISHA KAPANI C/O GREENBERG TRAURIG LLP 1750 TYSONS BLVD STE 1000 MCLEAN VA 22102 VICE PRESIDENT AND SECRETA 1.00 0 0 0 NONE 0 NONE 0 0 5191188 3166927 0 8358115 0 0 8358115 125372 8232743 411637 411637 8825 8825 402812 0 402812 0 402812 325856 0 325856 8825 317031 402812 0 0 51154 51154 325856 0 0 0 325856 0 51154 51154 0 0 0 0 0 25802 0 0 0 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. YOUTH LEADERSHIP FOUNDATION 5034 WISCONSIN AVE NW SUITE 25 WASHINGTON DC 20016 NONE PC GENERAL OPERATING SUPPORT 1500 NATIONAL CATHEDRAL SCHOOL 3612 WOODLEY RD NW WASHINGTON DC 20016 NONE PC GENERAL OPERATING SUPPORT 145000 CHILDHELP 4350 E CAMELBACK RD PHOENIX AZ 85018 NONE PC GENERAL OPERATING SUPPORT 50000 COLLEGIATE DIRECTIONS INC 4827 RUGBY AVE STE 001 BETHESDA MD 20814 NONE PC GENERAL OPERATING SUPPORT 20000 CAMP VIRGINIA JAYCEE INC 2494 CAMP JAYCEE RD BLUE RIDGE VA 24064 NONE PC GENERAL OPERATING SUPPORT 15000 JDRF 26 BROADWAY 14TH FLOOR NEW YORK NY 10004 NONE PC GENERAL OPERATING SUPPORT 5000 CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS 601 13TH ST NW STE 1050 WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 60000 GURU NANAK GIRLS SCHOLARSHIP 12508 GREY FOX LANE POTOMAC MD 20854 NONE PC GENERAL OPERATING SUPPORT 500 UNIVERSITY OF CHICAGO 6054 S DREXEL AVE SUITE 300 CHICAGO IL 60637 NONE PC GENERAL OPERATING SUPPORT 15000 312000 0 14 38544 18 919427 0 957971 0 957971 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10080 0 0 10080 FIDELITY #8441 - CORPORATE BONDS 374022 372834 WELLS FARGO #9894 - CORPORATE BONDS 250000 199400 CREDIT SUISSE #5368 - CORPORATE STOCK 0 0 FIDELITY #8441 - CORPORATE STOCK 1432841 1526858 WELLS FARGO #9894 - CORPORATE STOCK 2387438 3245670 WELLS FARGO #9894 - MUTUAL FUNDS 301047 314976 17,150 ENTERPRISE PRODUCTS PARTNERS AT COST 330551 463736 4,190 MAGELLAN MIDSTREAM PARTNERS AT COST 224787 316890 4,800 PHILLIPS 66 PARTNERS AT COST 218316 233472 LEGAL FEES 3776 0 0 3776 INVESTMENT MANAGEMENT FEES 75379 75379 0 0 BANK FEES 60 60 0 0 FEDERAL TAX PAID 38668 0 0 0