VELTRI FAM FOUNDATION TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VELTRI FAM FOUNDATION TR (EIN 35-6877377)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349102655
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2017-05-15T11:47:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203565336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSELINE TAX ADVISORS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 VIRGINIA STREET SUITE 300 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356877377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VELTRI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VELT | BusinessNameControlTxt |
| Phone | 4349735941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10173 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GIACOMO VELTRI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4349735941 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES V DUTY | PreparerPersonNm |
| PTIN | P01000760 | PTIN |
| Phone | 8045457440 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.251.118.73 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-15 | IPDt |
| IP Tm | 11:47:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FB0DC6CCBB62E013CE01F3A769F965C875BF8A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F38321108BE0918CD0C3C518AE7AE2453072EF74 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,310,210 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $535,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $940 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $39,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,932 | 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 |
| Other Prof Fees Rev And Expnss | $13,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,838 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $676 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,815 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,815 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,495 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,494 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,032 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $212,013 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $179,796 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $181,819 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $807,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $744,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $835,166 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $165,891 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $212,740 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $210,193 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,264,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,220,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,310,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,264,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,220,391 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,264,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,220,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,264,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,220,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,264,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,495 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,538 | OtherIncreasesAmt |
| Subtotal | $1,220,391 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,220,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| SEE EXHIBIT A | 2016-12-31 | $160,631 | $171,976 | -$11,345 | -$11,345 | |
| SEE EXHIBIT A | 2016-12-31 | $165,742 | $136,238 | $29,504 | $29,504 | |
| SEE EXHIBIT B | 2016-12-31 | $6,989 | $10,338 | -$3,349 | -$3,349 | |
| SEE EXHIBIT B | 2016-12-31 | $25,181 | $30,461 | -$5,280 | -$5,280 | |
| 150.00 SHS - INFORMA PLC SHS ISSU E 16 (NIL PAID) ISIN # GB00BD2MGK60 EXP 1 | 2016-11-07 | $191 | $191 | $191 | 2016-11-07 | |
| SEE EXHIBIT C | 2016-12-31 | $5,352 | $14,299 | -$8,947 | -$8,947 | |
| SEE EXHIBIT C | 2016-12-31 | $33,195 | $45,264 | -$12,069 | -$12,069 | |
| SEE EXHIBIT D | 2016-12-31 | $90,953 | $89,508 | $1,445 | $1,445 | |
| TOTAL LONG-TERM CAPITAL GAIN DISTRIBUTIONS | 2016-12-31 | $210 | $210 | $210 | ||
| SEE EXHIBIT D | 2016-12-31 | $46,584 | $43,156 | $3,428 | $3,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,212 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,644 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,410,063 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049391 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,641 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,431,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043057 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,257 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,300,851 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045552 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,714 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,192,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045025 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,098,533 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002754 | DistributionYr5Rt |
| Total Distribution | 0.185779 | TotalDistributionRt |
| Average Distribution | 0.037156 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,373,909 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,049 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,150 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,500 | 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 | $101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $939 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $939 | TotalPaymentsAndCreditsAmt |
| Overpayment | $838 | OverpaymentAmt |
| Applied To ES Tax | $838 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | 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 |
| Individual With Books | JAMES VELTRI | IndividualWithBooksNm |
| Phone | 4349735941 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 ADVANCE MILLS ROAD | AddressLine1Txt |
| City | EARLYSVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22936 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LUCY C VELTRI | ||||||||
| 5250 ADVANCE MILLS RD | EARLYSVILLE | VA | 22936 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GIACOMO F VELTRI | ||||||||
| 5250 ADVANCE MILLS RD | EARLYSVILLE | VA | 22936 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,249,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,394,831 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,394,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,373,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $68,594 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,594 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,594 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $101 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,399 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,594 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,466 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,466 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $66,560 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20001 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $15,000 | |
| CENTER FOR EDUCATION REFORM | |||||||
| 910 SEVENTEENTH STREET NW 11TH | WASHINGTON | DC | 20006 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $5,000 | FLOOR |
| DAVID LYNCH FOUNDATION | |||||||
| 1000 NORTH FOURTH | FAIRFIELD | IA | 52557 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $1,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217415023 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $1,500 | |
| LA LECHE LEAGUE | |||||||
| 957 N PLUM GROVE ROAD | SCHAUMBURG | IL | 60173 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $5,000 | |
| RIGHT ON CRIME A PROJECT OF THE TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 900 CONGRESS AVENUE SUITE 400 | AUSTIN | TX | 78701 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $7,500 | |
| THE ADELAIDE WEISMANN CENTER FOR INNOVATIVE LEADERSHIP IN EDUCATION | |||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $2,000 | |
| THE BRIDGE | |||||||
| PO BOX 239 | CHARLOTTESVILLE | VA | 22902 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $500 | |
| THE HUNGER PROJECT | |||||||
| 5 UNION SQUARE WEST | NEW YORK | NY | 10003 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $20,000 | |
| THE MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $5,000 | |
| VIRGINIA OUTDOORS FOUNDATION | |||||||
| 39 GARRETT STREET SUITE 200 | WARRENTON | VA | 20186 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $1,000 | |
| WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $2,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,212 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL EXCISE TAX REFUND | 01 | $939 |
| OTHER MISCELLANEOUS INCOME | 14 | $1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,659 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | NONE | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GIACOMO LUCY VELTRI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 ADVANCE MILLS ROAD | AddressLine1Txt |
| City | EARLYSVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PERSHING 8036 | BondNm |
| EOY Book Value | $212,740 | EOYBookValueAmt |
| EOYFMV | $210,193 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERSHING 8044 | $90,980 | $81,319 |
| PERSHING 7996 | $138,313 | $139,121 |
| PERSHING 8028 | $208,977 | $265,519 |
| PERSHING 7988 | $306,553 | $349,207 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $179,796 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $181,819 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $217 | $217 | $0 |
| BANK FEES | $84 | $84 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX REFUND | $939 | $939 | |
| OTHER MISCELLANEOUS INCOME | $1 | $1 | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $3,538 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERSHING 7988: ADVISOR FEES | $4,641 | $4,641 | $0 |
| PERSHING 7996: ADVISOR FEES | $1,325 | $1,325 | $0 |
| PERSHING 8028: ADVISOR FEES | $3,165 | $3,165 | $0 |
| PERSHING 8036: ADVISOR FEES | $4,356 | $4,356 | $0 |
| PERSHING 8044: ADVISOR FEES | $351 | $351 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $676 | $676 | $0 |
| FEDERAL EXCISE TAX | $1,839 | $0 | $0 |
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