2025-11-14T07:21:47-06:00 2024-12-31 204831046 FAIR ISLE ADVISORS 1101 NORWALK STREET GREENSBORO NC 27407 990PF 2024-01-01 461558417 FREDRICK D & KAREN G SCHAUFELD FAMILY FOUNDATION FRED 3364822444 1101 NORWALK STREET GREENSBORO NC 27407 FREDRICK D SCHAUFELD PRESIDENT 3364822444 2025-11-13 1 1 LESLIE L ANDERSON P00021396 3364822444 2025-11-13 2024 2025-03-06 01:10:19Z X 4701386 X 2005560 564 564 73969 73969 4580736 4650143 4580736 11666 11666 6672495 4666935 154596 0 154596 20160 0 20160 62345 27365 34980 36000 0 0 37344 127 37217 310445 27492 246953 2809293 2809293 3119738 27492 3056246 3552757 4639443 916876 582908 582908 8455 1874904 1874904 1394224 1477562 2243574 2319555 3935374 4701386 0 0 X 2319555 3935374 0 0 0 0 2319555 3935374 2319555 3935374 2319555 3552757 0 5872312 1936938 3935374 PUBLICLY TRADED SECURITY 2024-02-28 2024-08-26 4528319 46591 4481728 4481728 K-1: SWAN & LEGEND FUND II LP P 121824 121824 121824 K-1: GLOBAL VOLATILITY VOYAGEUR, LP P 22816 -22816 -22816 4580736 64488 0 64488 0 64488 24099 0 70000 0 94099 36 29575 29575 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE 1 0 0 0 0 1 N/A FAIR ISLE ADVISORS 3364822444 1101 NORWALK ST GREENSBORO NC 27407 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDRICK D SCHAUFELD 1101 NORWALK ST GREENSBORO NC 27407 PRESIDENT 2.00 0 0 0 KAREN G SCHAUFELD 1101 NORWALK ST GREENSBORO NC 27407 SECRETARY 2.00 0 0 0 MAX SCHAUFELD 1101 NORWALK ST GREENSBORO NC 27407 TREASURER 2.00 0 0 0 SANDRA B MAHONEY 1101 NORWALK ST GREENSBORO NC 27407 EXECUTIVE DIRECTOR 40.00 154596 0 0 0 NONE 0 0 2827630 287390 2286610 5401630 0 0 5401630 81024 5320606 266030 266030 64488 64488 201542 0 201542 0 201542 3056246 0 3056246 201542 0 0 1841963 2547822 3531758 2846338 2530407 13298288 3056246 0 0 0 201542 2854704 0 0 16152992 0 0 0 0 0 0 1841963 14311029 2547822 3531758 2846338 2530407 2854704 FREDRICK D SCHAUFELD KAREN G SCHAUFELD X ALL AGES READ TOGETHER (AART) 16007 FIRELY HILL LANE LEESBURG VA 20176 NONE PC SUPPORT FOR EDUCATION - SPONSORSHIP OF SITE OFFERING A COMPLETELY FREE PRESCHOOL EXPERIENCE FOR FAMILIES WHO WOULD OTHERWISE GO WITHOUT. 47187 CHABAD AT LEHIGH UNIVERSITY 727 EVANS STREET BETHLEHEM PA 18015 NONE PC SUPPORT FOR PROGRAMS FOCUSING ON THE SPIRITUAL AND SOCIAL NEEDS OF LEHIGH UNIVERISTY'S JEWISH STUDENTS 25000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 NONE PC GOFARR FUNFEST SPONSORSHIP 15000 COMMUNITY FOUNDATION FOR LOUDOUN & N FAUQUIER 163 FORT EVANS ROAD NE 130 LEESBURG VA 20176 NONE PC SUPPORT FOR OPERATIONS AND PROGRAMS - LOUDOUN IMPACT FUND 33500 COMMUNITY FOUNDATION OF NORTHERN VIRGINIA 2940 HUNTER MILL ROAD SUITE 201 OAKTON VA 22124 NONE PC COMMUNITY GRANTS AND SCHOLARSHIPS 3000 DC BAR FOUNDATION 200 MASSACHUSETTS AVE SUITE 700 WASHINGTON DC 20001 NONE PC FUND, SUPPORT, AND IMPROVE LEGAL REPRESENTATION OF PEOPLE WHO ARE FINANCIALLY DISENFRANCHISED OR WHO ARE OTHERWISE UNDERSERVED IN DC 1000 DECESARIS-PROUT CANCER FOUNDATION PO BOX 6089 ANNAPOLIS MD 21401 NONE PC FUNDING FOR RESEARCH ON LUNG AND OVARIAN CANCER 10000 ECOAMERICA 1730 RHODE ISLAND AVE NW SUITE 200 WASHINGTON DC 20036 NONE PC SUPPORT FOR CLIMATE SOLUTIONS IN THE UNITED STATES 11000 GEORGE WASHINGTON UNIVERSITY 2000 H ST NW WASHINGTON DC 20052 NONE PC SUPPORT FOR EDUCATIONAL PROGRAMS 1000 INOVA HEALTH FOUNDATION 8095 INNOVATION PARK DRIVE FAIRFAX VA 22031 NONE PC SUPPORT OPERATIONS TO DELIVER EXCEPTIONAL HEALTHCARE TO THE COMMUNITY 1000 JOHNS HOPKINS MEDICINE 600 N WOLFE STREET CMSC 130 BALTIMORE MD 21287 NONE PC SUPPORT TO CURE FOR PROSTATE CANCER IN BLACK MEN 1000000 LEAGUE OF WOMEN VOTERS EDUCATION FUND 1233 20TH STREET NW SUITE 500 WASHINGTON DC 20036 NONE PC SUPPORT TO REGISTER AND PROVIDE VOTERS WITH ELECTION INFORMATION THROUGH ELECTION RESOURCE VOTE411.ORG 100 LEHIGH UNIVERSITY 27 MEMORIAL DRIVE WEST BETHLEHEM PA 18016 NONE PC FUND A PEER-MENTORING PROGRAM PROVIDING GUIDANCE AND SUPPORT TO FIRST YEAR STUDENTS 100000 LEONARD EDUCATION ORGANIZATION INC PO BOX 504 BUENA VISTA VA 24416 NONE PC SUPPORT PROGRAM PROVIDING THE BEST POSSIBLE EDUCATION FOR EACH QUALIFIED STUDENT 10000 LOUDOUN LAURELS FOUNDATION PO BOX 183 LEESBURG VA 20178 NONE PC GALA SPONSPORSHIP TO SUPPORT ACADEMIC SCHOLARSHIP OF LOUDOUN COUNTY PUBLIC SCHOOL STUDENTS 21900 LOUDOUN WILDLIFE CONSERVANCY 17263 SOUTHERN PLANTER LN LEESBURG VA 20176 NONE PC SUPPORT FOR OPERATIONS TO PROTECT, PRESERVE AND RESTORE WILDLIFE HABITAT 250 MIDDLEBURG FILM FESTIVAL PO BOX 1566 MIDDLEBURG VA 20118 NONE PC SUPPORT MISSION TO USE FILM TO BROADEN UNDERSTANDING OF THE WORLD AND ONE ANOTHER 25000 NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 9190 ROCKVILLE PIKE BETHESDA MD 20814 NONE PC FUNDING FOR DISTINGUISHED CITIZEN AND GOOD SCOUT AWARD 22760 NORTHERN VIRGINIA ALLIANCE LEAGUE PO BOX 5165 ARLINGTON VA 22205 NONE PC SUPPORT FOR PROGRAMS AIDING LOCAL NONPROFITS 920 PIEDMONT EPICUREAN & AGRICULTURE CENTER (THE NEW AG SCHOOL) 15669 LIMESTONE SCHOOL ROAD LEESBURG VA 20176 NONE PC SUPPORT FOR INNOVATIVE HANDS-ON PROGRAM DEDUCATED TO RAISING UP LEADERS WHO UNDERSTAND, APPRECIATE AND CAN DO THE WORK NEEDED TO SUPPORT AGRIBUSINESS TODAY AND INTO THE FUTURE 20000 TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS (TAPS) 3033 WILSON BLVD SUITE 630 ARLINGTON VA 22201 NONE PC SUPPORT OF PROGRAMS PROVIDING RESOURCES TO ALL THOSE GRIEVING DEATH IN THE MILITARY OR VETERAN COMMUNITY 200000 UNITED WAY OF LONG ISLAND 819 GRAND BOULEVARD 1 DEER PARK NY 11729 NONE PC FUNDING OF VARIOUS SCHOLARSHIP PROGRAMS 517289 VAOURWAY LLC PO BOX 6266 LEESBURG VA 20178 NONE PC SUPPORT FOR OPERATIONS TO CHAMPION GOOD GOVERNANCE IN VIRGINIA BY PROMOTING NON-PARTISAN, OPEN, AND INFORMED DISCOURSE BETWEEN CITIZENS AND LEGISLATORS, INCREASED PUBLIC ENGAGEMENT, AND PRACTICAL TRANSPARENCY. 16619 WHITE HOUSE HISTORICAL ASSOCIATION 740 JACKSON PL NW WASHINGTON DC 20006 NONE PC FUNDING FOR EDUCATIONAL PROGRAMS TO ENHANCE THE UNDERSTANDING, APPRECIATION AND ENJOYMENT OF THE WHITE HOUSE 85000 WOLF TRAP FOUNDATION 1645 TRAP ROAD VIENNA VA 22182 NONE PC FUNDING FOR OPERATIONS OF THE PERFORMING ARTS AND THE NATIONAL PARK 405953 ARLINGTON COUNTY BAR FOUNDATION 1425 NORTH COURTHOUSE ROAD UITE 1700 ARLINGTON VA 22201 NONE PC ASSIST LOCAL CHARITIES THROUGH DISSEMINATION OF GRANTS AND PERSONNEL SUPPORT 880 ARTS FAIRFAX 2667 PROSPERITY AVENUE SUITE A FAIRFAX VA 22031 NONE PC SUPPORT PROGRAMS AND SERVICES OFFERED TO MORE THAN 200 LOCAL ARTS ORGANIZATIONS AND HUNDREDS OF INDEPENDENT ARTISTS 1000 CLAUDE MOORE OPPORTUNITIES 11350 RANDOM HILLS ROAD SUITE 730 FAIRFAX VA 20030 NONE PC SUPPORT PROGRAMS TO INCREASE ACADEMIC COMPETENCE AND ENCOURAGE LEADERSHIP FOR UNDER-RESOURCED POPULATIONS THROUGHOUT VIRGINIA 100000 CORNERSTONES 11150 SUNSET HILLS ROAD SUITE 210 RESTON VA 20190 NONE PC SUPPORT FOR PROGRAMSTHAT HELPS INDIVIDUALS AND FAMILIES SURVIVE TOUGH ECONOMIC TIMES IN AN ALREADY HIGH COST-OF-LIVING COMMUNITY 1000 LEESBURG VOLUNTERR FIRE COMPANY PO BOX 2577 LEESBURG VA 20177 NONE PC SUPPORT TO PURCHASE NEEDED TOOLS AND PROTECTIVE EQUIPMENT, UNIFORMS FOR VOLUNTEER MEMBERS 500 LOUDOUN COMMUNITY MEDIA 15 N KING ST SUITE 101 LEESBURG VA 20176 NONE PC SUPPORT NONPROFIT, FREE, INDEPENDENT, LOCAL NEWS SOURCE IN LOUDOUN COUNTY, VA 26000 LOUDOUN FIRST RESPONDERS FOUNDATION PO BOX 1623 LEESBURG VA 20177 NONE PC FINANCIAL SUPPORT ACTIVE LOUDOUN COUNTY FIRST RESPONDER PERSONNEL FACING NEEDS ARISING FROM INJURY, ILLNESS AND CONDITIONS IN THE LINE OF DUTY 500 LOUDOUN FREE CLINIC 224-A CORNWALL STREET NW SUITE 2115 LEESBURG VA 20176 NONE PC SUPPORT OPERATIONS TO PROVIDE HEALTHCARE SERVICES FOR LOUDOUN COUNTY RESIDENTS WHO WOULD OTHERWISE GO WITHOUT 100 MORVEN PARK 17195 SOUTHERN PLANTER LANE LEESBURG VA 20176 NONE PC SUPPORT OPERATIONS FOR 1,000 ACRE PARK WHERE EVERYONE CAN PLAY, LEARN AND DISCOVER 250 NATIONAL SPINE HEALTH FOUNDATION 11800 SUNRISE VALLEY DRIVE SUITE 330 RESTON VA 20191 NONE PC SUPPORT PATIENT-CENTERED OPERATIONS FOCUSED ON PATIENT EDUCATION, RESEARCH AND ADVOCACY 1000 SOUTH LAKES PTSA FOOD PANTRY 1900 CAMPUS COMMONS DRIVE SUITE 100 RESTON VA 20191 NONE PC FUNDING FOR FOOD AND ESSENTIAL SUPPLIES FOR STUDENT AT SOUTH LAKES HIGH SCHOOL 250 SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT STREET SUITE 400 CHARLOTTESVILLE VA 22902 NONE PC FUNDING FOR OPERATIONS TO PROTECT AIR, WATER, CLIMATE, LAND, WILDLIFE AND PEOPLE WHO CALL THE SOUTH HOME. 5000 FLAMBOYAN FOUNDATION 1730 MASSACHUSETTS AVE NW WASHINGTON DC 20036 NONE PC FUND OPERATIONS TO ENSURE STUDENTS MOST IMPACTED BY INEQUITY ARE PREPARED TO SUCCEDD IN SCHOOL AND BEYOND 45000 VIRGINIA PUBLIC ACCESS PROJECT PO BOX 1472 RICHMOND VA 23218 NONE PC SUPPORT FOR OPERATIONS TO FOSTER TRANSPARENCY OF MONEY IN POLITICS AND PROMOTE CIVIC ENGAGEMENT 1000 JAMES LOGAN ELEMENTARY SCHOOL 1700 LINDLEY AVE PHILADELPHIA PA 19141 NONE GOV FUNDING FOR 185 BIKES, HELMETS AND LOCKS FOR GRADUATION ON WHEELS 53335 2809293 0 14 564 14 73969 14 11666 18 4580736 0 4666935 0 4666935 0 0 0 0 0 0 0 0 0 0 X X 1 FREDRICK D AND KAREN G SCHAUFELD 1101 NORWALK STREET GREENSBORO NC 27407 2005560 X 1 36,000 SHS CAVA GROUP, INC. 2005560 2024-02-28 ACCOUNTING FEES 20160 0 20160 K-1: SWAN & LEGEND FUND 2 AT COST 134270 134266 K-1: PACTOLUS-CRANEMERE SERIES AT COST 1257258 2033300 K-1: GLOBAL VOLATILITY VOYAGEUR LP AT COST 86034 76008 BOOK/TAX DIFFERENCES 1936938 INSURANCE 3868 0 3868 SCHAUFELD SCHOLARSHIP PROGRAM 33349 0 33349 BANK FEES 127 127 0 K-1: SWAN & LEGEND FUND II LP 11666 11666 11666 INVESTMENT FEES 1573 1573 0 CONSULTING FEES 34980 0 34980 K-1: SWAN & LEGEND FUND II LP 3035 3035 0 K-1: PACTOLUS-CRANEMERE SERIES FUND LLC 16102 16102 0 K-1: PACTOLUS/G4 CAPITAL PARTNERS FUND III 5473 5473 0 K-1: GLOBAL VOLATILITY VOYAGEUR, LP 1182 1182 0 EXCISE TAXES 36000 0 0