-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
CONSTRUCTION EDUCATION FOUNDATION OF
VIRGINIA INC
Number and street (or P.O. box number if mail is not delivered to street address)
42680 TRADE WEST DRIVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DULLES
,
VA
20166
A Employer identification number
54-1410150
B
Telephone number (see instructions)
(703) 968-6205
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
895,531
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
18,709
18,709
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
12,153
b
Gross sales price for all assets on line 6a
80,792
7
Capital gain net income (from Part IV, line 2)
...
12,153
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
30,862
30,862
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
4,005
2,003
2,002
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
148
148
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
865
0
0
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
2,626
2,548
78
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
7,644
4,699
2,080
25
Contributions, gifts, grants paid
.......
26,000
26,000
26
Total expenses and disbursements.
Add lines 24 and 25
33,644
4,699
28,080
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,782
b
Net investment income
(if negative, enter -0-)
26,163
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
23,749
5,115
5,115
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
310,277
382,155
382,155
c
Investments—corporate bonds (attach schedule)
.......
229,144
247,971
247,971
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
228,439
260,290
260,290
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
1,491
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
793,100
895,531
895,531
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
370,707
428,024
25
Net assets with donor restrictions
............
422,393
467,507
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
793,100
895,531
30
Total liabilities and net assets/fund balances
(see instructions)
.
793,100
895,531
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
793,100
2
Enter amount from Part I, line 27a
.....................
2
-2,782
3
Other increases not included in line 2 (itemize)
3
105,213
4
Add lines 1, 2, and 3
..........................
4
895,531
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
895,531
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
EVEREST RE GROUP LTD
P
2017-12-27
2019-12-16
b
ALTRIA GROUP INC
P
2015-10-12
2019-12-05
c
ALTRIA GROUP INC
P
2016-12-09
2019-12-05
d
ALTRIA GROUP INC
P
2017-02-01
2019-12-05
e
GILEAD SCIENCES INC
P
2013-11-21
2019-12-03
GILEAD SCIENCES INC
P
2014-03-18
2019-12-03
GILEAD SCIENCES INC
P
2014-04-25
2019-12-03
XILINX INC
P
2016-05-13
2019-12-03
XILINX INC
P
2016-05-18
2019-12-03
CHECK POINT SOFTWARE TECH
P
2019-02-12
2019-12-02
COSTCO WHOLESALE CORP
P
2017-07-13
2019-12-02
WALT DISNEY CO/THE
P
2014-11-13
2019-12-02
GILEAD SCIENCES INC
P
2013-11-21
2019-12-02
REGENCY CENTERS CORP
P
2018-09-28
2019-12-02
ROSS STORES INC
P
2017-04-07
2019-12-02
ROSS STORES INC
P
2017-05-01
2019-12-02
XILINX INC
P
2016-04-14
2019-12-02
XILINX INC
P
2016-05-13
2019-12-02
REGENCY CENTERS CORP
P
2018-09-28
2019-11-22
NISOURCE INC
P
2018-09-10
2019-11-21
FNF GROUP
P
2018-06-14
2019-11-20
MID-AMERICA APARTMENT COMM
P
2017-06-02
2019-11-20
NISOURCE INC
P
2017-05-25
2019-11-20
NISOURCE INC
P
2017-06-01
2019-11-20
NISOURCE INC
P
2018-09-10
2019-11-20
FNF GROUP
P
2017-08-28
2019-11-19
FNF GROUP
P
2017-09-27
2019-11-19
FNF GROUP
P
2018-06-14
2019-11-19
MID-AMERICA APARTMENT COMM
P
2017-06-02
2019-11-19
REGENCY CENTERS CORP
P
2018-09-28
2019-11-19
DISCOVERY INC-A
P
2019-06-20
2019-11-18
DISCOVERY INC-A
P
2019-06-24
2019-11-18
MID-AMERICA APARTMENT COMM
P
2017-06-02
2019-11-18
NISOURCE INC
P
2017-05-25
2019-11-18
ELI LILLY & CO
P
2019-04-10
2019-11-15
DISCOVERY INC-A
P
2019-06-18
2019-11-15
DISCOVERY INC-A
P
2019-06-20
2019-11-15
SYNCHRONY FINANCIAL
P
2016-02-26
2019-11-15
SYNCHRONY FINANCIAL
P
2016-03-15
2019-11-15
SYNCHRONY FINANCIAL
P
2017-06-06
2019-11-15
NISOURCE INC
P
2016-12-13
2019-11-15
NISOURCE INC
P
2017-05-25
2019-11-15
ELI LILLY & CO
P
2019-04-10
2019-11-14
ULTA BEAUTY INC
P
2019-02-26
2019-11-14
DISCOVERY INC-A
P
2019-06-14
2019-11-14
DISCOVERY INC-A
P
2019-06-18
2019-11-14
SYNCHRONY FINANCIAL
P
2016-02-26
2019-11-14
ULTA BEAUTY INC
P
2018-11-07
2019-11-14
NISOURCE INC
P
2016-06-28
2019-11-14
NISOURCE INC
P
2016-12-13
2019-11-14
MERCK & CO. INC.
P
2016-06-10
2019-11-13
COSTCO WHOLESALE CORP
P
2016-06-02
2019-11-13
ORACLE CORP
P
2015-09-01
2019-11-13
ORACLE CORP
P
2016-07-20
2019-11-13
ROSS STORES INC
P
2017-04-07
2019-11-13
EVEREST RE GROUP LTD
P
2017-12-15
2019-11-13
EVEREST RE GROUP LTD
P
2017-12-27
2019-11-13
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2007-01-26
2019-10-22
BIOGEN INC
P
2017-07-27
2019-10-21
BIOGEN INC
P
2017-09-25
2019-10-21
BIOGEN INC
P
2014-04-28
2019-10-18
BIOGEN INC
P
2014-12-03
2019-10-18
BIOGEN INC
P
2017-01-30
2019-10-18
BIOGEN INC
P
2017-07-27
2019-10-18
BERRY GLOBAL GROUP INC
P
2019-06-18
2019-09-06
CUBESMART
P
2018-07-09
2019-09-03
VMWARE INC-CLASS A
P
2019-02-11
2019-08-29
CUBESMART
P
2018-06-28
2019-08-29
CUBESMART
P
2018-07-09
2019-08-29
WALT DISNEY CO/THE
P
2014-10-21
2019-08-29
WALT DISNEY CO/THE
P
2014-11-13
2019-08-29
ORACLE CORP
P
2015-09-01
2019-08-29
TJX COMPANIES INC
P
2017-05-25
2019-08-29
TJX COMPANIES INC
P
2017-05-26
2019-08-29
APPLE INC
P
2014-04-28
2019-08-29
CHEVRON CORP
P
2018-01-11
2019-08-29
CHEVRON CORP
P
2018-01-17
2019-08-29
DOLLAR GENERAL CORP
P
2018-12-26
2019-08-28
CDW CORP/DE
P
2017-06-12
2019-08-27
MID-AMERICA APARTMENT COMM
P
2017-06-02
2019-08-23
BIOGEN INC
P
2013-01-17
2019-08-16
CBRE GROUP INC
P
2018-05-03
2019-08-06
BERKSHIRE HATHAWAY INC-CL B
P
2018-07-19
2019-08-06
FIDELITY NATIONAL INFORMATION
P
2018-07-19
2019-08-06
VISA INC - CLASS A SHARES
P
2013-11-20
2019-08-06
NORFOLK SOUTHERN CORP
P
2017-03-17
2019-08-06
PEPSICO INC
P
2015-05-11
2019-08-06
CISCO SYSTEMS INC
P
2016-09-21
2019-08-06
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2007-01-26
2019-07-23
DOLLAR GENERAL CORP
P
2018-12-24
2019-07-18
DOLLAR GENERAL CORP
P
2018-12-26
2019-07-18
US FOODS HOLDING CORP
P
2018-07-24
2019-07-18
US FOODS HOLDING CORP
P
2018-09-07
2019-07-18
T-MOBILE US INC
P
2016-09-16
2019-07-18
T-MOBILE US INC
P
2018-05-01
2019-07-18
FNF GROUP
P
2017-06-28
2019-07-18
FNF GROUP
P
2017-07-28
2019-07-18
FNF GROUP
P
2017-08-04
2019-07-18
FNF GROUP
P
2017-08-28
2019-07-18
VISA INC - CLASS A SHARES
P
2013-02-25
2019-07-18
VISA INC - CLASS A SHARES
P
2013-11-20
2019-07-18
T-MOBILE US INC
P
2016-09-16
2019-06-25
COGNIZANT TECH SOLUTIONS-A
P
2018-04-12
2019-06-14
COGNIZANT TECH SOLUTIONS-A
P
2018-04-19
2019-06-14
MCDONALD'S CORP
P
2017-05-10
2019-06-13
MCDONALD'S CORP
P
2018-04-16
2019-06-13
RAYTHEON COMPANY
P
2017-08-08
2019-06-13
RAYTHEON COMPANY
P
2017-09-15
2019-06-13
COGNIZANT TECH SOLUTIONS-A
P
2018-04-06
2019-06-13
COGNIZANT TECH SOLUTIONS-A
P
2018-04-12
2019-06-13
NATIONAL OILWELL VARCO INC
P
2018-09-10
2019-06-12
NATIONAL OILWELL VARCO INC
P
2018-09-11
2019-06-12
NATIONAL OILWELL VARCO INC
P
2018-09-13
2019-06-12
NATIONAL OILWELL VARCO INC
P
2018-10-01
2019-06-12
TEVA PHARMACEUTICAL-SP ADR
P
2019-01-22
2019-06-12
TEVA PHARMACEUTICAL-SP ADR
P
2019-01-23
2019-06-12
TEVA PHARMACEUTICAL-SP ADR
P
2019-01-24
2019-06-12
FIDELITY NATIONAL INFORMATION
P
2018-07-19
2019-06-12
XEROX CORP
P
2018-10-19
2019-06-12
XEROX CORP
P
2019-01-28
2019-06-12
XEROX CORP
P
2015-12-21
2019-06-12
MCDONALD'S CORP
P
2017-04-26
2019-06-12
MCDONALD'S CORP
P
2017-05-10
2019-06-12
PFIZER INC
P
2013-04-22
2019-06-12
RAYTHEON COMPANY
P
2017-07-28
2019-06-12
RAYTHEON COMPANY
P
2017-08-08
2019-06-12
ZOETIS INC
P
2017-08-29
2019-05-28
AB SMALL CAP CORE PORTFOLIO ADV CL
P
2016-04-28
2019-05-28
AB SMALL CAP CORE PORTFOLIO ADV CL
P
2016-05-23
2019-05-28
AB DISCOVERY GRWTH FUND- AD
P
2013-04-22
2019-05-28
AB DISCOVERY GRWTH FUND- AD
P
2014-12-22
2019-05-28
AB DISCOVERY GRWTH FUND- AD
P
2015-03-26
2019-05-28
VISA INC - CLASS A SHARES
P
2013-02-25
2019-05-28
UNITEDHEALTH GROUP INC
P
2015-09-02
2019-05-28
VERIZON COMMUNICATIONS INC
P
2018-05-21
2019-05-28
WALMART INC
P
2017-06-09
2019-05-28
EVEREST RE GROUP LTD
P
2017-12-15
2019-05-28
COMCAST CORP-CLASS A
P
2014-02-21
2019-05-28
HOME DEPOT INC
P
2013-04-22
2019-05-28
JPMORGAN CHASE & CO
P
2017-02-24
2019-05-28
JPMORGAN CHASE & CO
P
2017-03-15
2019-05-28
MICROSOFT CORP
P
2015-04-30
2019-05-28
NIKE INC -CL B
P
2014-09-08
2019-05-28
ORACLE CORP
P
2015-08-17
2019-05-28
ORACLE CORP
P
2015-09-01
2019-05-28
ROSS STORES INC
P
2017-03-20
2019-05-28
APPLE INC
P
2013-12-20
2019-05-28
APPLE INC
P
2014-04-28
2019-05-28
AUTOZONE INC
P
2018-05-04
2019-05-28
BANK OF AMERICA CORP
P
2015-07-29
2019-05-28
COSTCO WHOLESALE CORP
P
2016-06-02
2019-05-28
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2007-01-26
2019-05-28
NOKIA CORP-SPON ADR
P
2018-04-16
2019-05-20
NOKIA CORP-SPON ADR
P
2017-08-01
2019-05-17
NOKIA CORP-SPON ADR
P
2018-04-16
2019-05-17
EVEREST RE GROUP LTD
P
2017-12-13
2019-05-16
NOKIA CORP-SPON ADR
P
2017-07-28
2019-05-16
NOKIA CORP-SPON ADR
P
2017-07-31
2019-05-16
NOKIA CORP-SPON ADR
P
2017-08-01
2019-05-16
EVEREST RE GROUP LTD
P
2017-12-13
2019-05-15
NORTHROP GRUMMAN CORP
P
2015-06-10
2019-05-15
EXXON MOBIL CORP
P
2018-08-29
2019-05-14
EXXON MOBIL CORP
P
2018-09-07
2019-05-14
ZOETIS INC
P
2017-08-29
2019-05-14
S&P GLOBAL INC
P
2017-07-11
2019-05-14
S&P GLOBAL INC
P
2017-07-14
2019-05-14
S&P GLOBAL INC
P
2017-09-22
2019-05-14
NIKE INC -CL B
P
2014-09-08
2019-05-14
NORTHROP GRUMMAN CORP
P
2015-06-10
2019-05-14
COSTCO WHOLESALE CORP
P
2016-06-01
2019-05-14
COSTCO WHOLESALE CORP
P
2016-06-02
2019-05-14
EXXON MOBIL CORP
P
2017-12-07
2019-05-14
EXXON MOBIL CORP
P
2017-12-12
2019-05-14
XEROX CORP
P
2015-11-18
2019-04-29
XEROX CORP
P
2015-12-21
2019-04-29
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2007-01-26
2019-04-23
MEDTRONIC PLC
P
2017-05-24
2019-04-11
MEDTRONIC PLC
P
2017-06-06
2019-04-11
MARATHON PETROLEUM CORP
P
2018-06-15
2019-04-10
MEDTRONIC PLC
P
2017-05-24
2019-04-10
HP INC
P
2015-01-08
2019-04-10
HP INC
P
2013-04-22
2019-04-10
MARATHON PETROLEUM CORP
P
2018-06-15
2019-04-09
TJX COMPANIES INC
P
2017-05-25
2019-04-09
ADOBE INC
P
2016-07-19
2019-04-09
BOEING CO/THE
P
2017-08-03
2019-04-09
HP INC
P
2013-04-22
2019-04-09
HOME DEPOT INC
P
2013-04-22
2019-04-09
MARATHON PETROLEUM CORP
P
2017-06-05
2019-04-09
MAGNA INTERNATIONAL INC
P
2015-08-03
2019-04-05
COMCAST CORP-CLASS A
P
2014-02-21
2019-03-27
XEROX CORP
P
2014-02-28
2019-03-27
XEROX CORP
P
2015-11-18
2019-03-27
TOTAL SYSTEM SERVICES INC
P
2018-03-12
2019-03-19
TOTAL SYSTEM SERVICES INC
P
2018-03-12
2019-03-15
TOTAL SYSTEM SERVICES INC
P
2018-03-12
2019-03-14
TOTAL SYSTEM SERVICES INC
P
2018-03-12
2019-03-13
LYONDELLBASELL INDU-CL A
P
2018-10-19
2019-02-13
CONSTELLATION BRANDS INC-A
P
2018-05-15
2019-02-12
CONSTELLATION BRANDS INC-A
P
2018-06-21
2019-02-12
LYONDELLBASELL INDU-CL A
P
2018-08-23
2019-02-12
LYONDELLBASELL INDU-CL A
P
2018-09-07
2019-02-12
ANTHEM INC
P
2018-03-01
2019-02-11
CONSTELLATION BRANDS INC-A
P
2018-05-11
2019-02-11
CONSTELLATION BRANDS INC-A
P
2018-05-15
2019-02-11
LYONDELLBASELL INDU-CL A
P
2018-08-23
2019-02-11
MARATHON PETROLEUM CORP
P
2017-05-24
2019-02-11
MARATHON PETROLEUM CORP
P
2017-06-05
2019-02-11
MCDONALD'S CORP
P
2017-04-26
2019-02-11
NORTHROP GRUMMAN CORP
P
2015-06-02
2019-02-11
UNITEDHEALTH GROUP INC
P
2015-09-02
2019-02-11
JPMORGAN CHASE & CO
P
2017-02-15
2019-02-11
JPMORGAN CHASE & CO
P
2017-02-23
2019-02-11
JPMORGAN CHASE & CO
P
2017-02-24
2019-02-11
ANTHEM INC
P
2018-03-01
2019-01-31
SUN COMMUNITIES INC
P
2018-06-05
2019-01-29
SUN COMMUNITIES INC
P
2018-04-18
2019-01-28
SUN COMMUNITIES INC
P
2018-04-24
2019-01-28
SUN COMMUNITIES INC
P
2018-04-18
2019-01-25
SUN COMMUNITIES INC
P
2018-04-18
2019-01-23
AMERICAN ELECTRIC POWER
P
2014-10-17
2019-01-23
AMERICAN ELECTRIC POWER
P
2015-02-18
2019-01-23
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2007-01-26
2019-01-23
INTEL CORP
P
2018-06-14
2019-01-22
INTEL CORP
P
2018-06-18
2019-01-22
INTEL CORP
P
2018-02-07
2019-01-18
WALMART INC
P
2017-06-09
2019-01-18
INTEL CORP
P
2016-10-13
2019-01-18
INTEL CORP
P
2016-11-07
2019-01-18
ROUNDING TO AGREE TO 1099
P
2017-01-01
2019-01-18
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
275
220
55
b
250
287
-37
c
250
330
-80
d
150
216
-66
e
66
71
-5
329
388
-59
329
373
-44
264
130
134
176
88
88
350
356
-6
591
306
285
601
362
239
265
286
-21
322
321
1
116
63
53
349
193
156
90
46
44
542
260
282
705
706
-1
418
442
-24
431
344
87
414
310
104
156
153
3
443
445
-2
26
28
-2
240
171
69
384
271
113
144
115
29
275
206
69
326
321
5
61
61
0
519
524
-5
552
413
139
370
357
13
1,470
1,657
-187
180
179
1
359
368
-9
334
251
83
371
279
92
37
28
9
211
177
34
158
153
5
446
510
-64
243
310
-67
450
437
13
150
149
1
294
223
71
729
872
-143
105
102
3
474
398
76
339
228
111
303
150
153
113
73
40
338
248
90
446
252
194
267
223
44
534
440
94
19
19
0
223
287
-64
223
319
-96
222
260
-38
222
311
-89
222
254
-32
222
287
-65
737
984
-247
324
292
32
1,218
1,431
-213
320
290
30
107
97
10
690
437
253
138
91
47
315
218
97
275
188
87
220
151
69
835
338
497
352
398
-46
235
265
-30
141
102
39
227
121
106
126
103
23
232
132
100
206
183
23
200
198
2
131
109
22
172
50
122
181
115
66
127
97
30
158
94
64
18
17
1
711
498
213
284
205
79
884
992
-108
248
221
27
388
235
153
466
354
112
43
32
11
299
244
55
256
208
48
43
34
9
359
80
279
359
100
259
822
516
306
61
81
-20
369
495
-126
613
432
181
409
324
85
173
175
-2
346
364
-18
435
557
-122
435
569
-134
248
527
-279
124
265
-141
124
267
-143
165
350
-185
120
262
-142
180
408
-228
155
347
-192
364
326
38
350
269
81
490
341
149
595
469
126
409
283
126
409
288
121
512
371
141
879
853
26
176
175
1
306
184
122
57
52
5
223
200
23
411
289
122
555
450
105
210
180
30
328
80
248
246
114
132
298
241
57
309
238
71
246
223
23
300
180
120
385
147
238
109
90
19
327
276
51
254
98
156
246
123
123
53
40
13
368
255
113
276
201
75
179
79
100
179
85
94
1,059
651
408
366
235
131
248
150
98
905
897
8
420
462
-42
203
267
-64
94
106
-12
251
217
34
242
312
-70
302
389
-87
54
72
-18
248
217
31
295
158
137
380
404
-24
457
491
-34
611
369
242
640
443
197
426
299
127
426
314
112
668
327
341
892
475
417
244
152
92
244
150
94
152
165
-13
609
665
-56
264
212
52
264
221
43
17
17
0
264
253
11
617
604
13
567
669
-102
623
591
32
159
148
11
693
313
380
62
74
-12
485
339
146
1,074
391
683
368
237
131
313
143
170
402
147
255
250
212
38
263
275
-12
282
180
102
224
197
27
64
53
11
566
541
25
376
361
15
470
451
19
473
451
22
342
375
-33
516
664
-148
344
463
-119
513
684
-171
428
543
-115
606
466
140
345
440
-95
173
221
-48
503
684
-181
376
318
58
313
265
48
525
424
101
844
479
365
259
114
145
101
90
11
303
272
31
202
180
22
302
233
69
642
586
56
212
185
27
424
364
60
316
277
39
314
277
37
154
109
45
923
698
225
23
24
-1
581
667
-86
339
370
-31
344
320
24
586
476
110
98
74
24
541
380
161
2
2
1,386
1,386
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
55
b
-37
c
-80
d
-66
e
-5
-59
-44
134
88
-6
285
239
-21
1
53
156
44
282
-1
-24
87
104
3
-2
-2
69
113
29
69
5
0
-5
139
13
-187
1
-9
83
92
9
34
5
-64
-67
13
1
71
-143
3
76
111
153
40
90
194
44
94
0
-64
-96
-38
-89
-32
-65
-247
32
-213
30
10
253
47
97
87
69
497
-46
-30
39
106
23
100
23
2
22
122
66
30
64
1
213
79
-108
27
153
112
11
55
48
9
279
259
306
-20
-126
181
85
-2
-18
-122
-134
-279
-141
-143
-185
-142
-228
-192
38
81
149
126
126
121
141
26
1
122
5
23
122
105
30
248
132
57
71
23
120
238
19
51
156
123
13
113
75
100
94
408
131
98
8
-42
-64
-12
34
-70
-87
-18
31
137
-24
-34
242
197
127
112
341
417
92
94
-13
-56
52
43
0
11
13
-102
32
11
380
-12
146
683
131
170
255
38
-12
102
27
11
25
15
19
22
-33
-148
-119
-171
-115
140
-95
-48
-181
58
48
101
365
145
11
31
22
69
56
27
60
39
37
45
225
-1
-86
-31
24
110
24
161
2
1,386
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
12,153
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
64,831
857,630
0.075593
2017
44,447
854,225
0.052032
2016
33,655
815,399
0.041274
2015
39,194
841,542
0.046574
2014
36,394
841,096
0.043270
2
Total
of line 1, column (d)
.....................
2
0.258743
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.051749
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
838,485
5
Multiply line 4 by line 3
......................
5
43,391
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
262
7
Add lines 5 and 6
........................
7
43,653
8
Enter qualifying distributions from Part XII, line 4
,.............
8
28,080
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
523
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
523
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
523
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
21
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
544
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
PAT DEAN
Telephone no.
(703) 968-6205
Located at
42680 TRADE WEST DRIVE
DULLES
VA
ZIP+4
20166
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
PATRICK J DEAN
PRESIDENT/CFO
5.00
0
0
0
42680 TRADE WEST DRIVE
DULLES
,
VA
20166
RODERICK DAVOUD
CHAIRMAN
1.00
0
0
0
12764 OAK LAKE COURT
MIDLOTHIAN
,
VA
23112
DAN HUGEBACK
BOARD MEMBER
1.00
0
0
0
928 PROFESSIONAL PLACE
CHESAPEAKE
,
VA
23320
TODD HAMMOND
BOARD MEMBER
1.00
0
0
0
3201-A ROSEDALE AVENUE
RICHMOND
,
VA
23230
STEVE DAVES
BOARD MEMBER
1.00
0
0
0
10440 BALLS FORD ROAD SUITE 100
MANASSAS
,
VA
20109
ROBERT NORTON
BOARD MEMBER
1.00
0
0
0
9001 A HERMITAGE ROAD
RICHMOND
,
VA
23228
WILLARD SWEETSER
BOARD MEMBER
1.00
0
0
0
8500 LEESBURG PIKE SUITE 500
VIENNA
,
VA
22182
MICHAEL COAKLEY
BOARD MEMBER
1.00
0
0
0
7732 LEE HIGHWAY
FALLS CHURCH
,
VA
22042
CURT DAMICO
BOARD MEMBER
1.00
0
0
0
400 BROWNING COURT
PURCELLVILLE
,
VA
20132
GREG TERRY
BOARD MEMBER
1.00
0
0
0
1053 31ST STREET NW
WASHINGTON
,
DC
20007
JJ MCCARTHY
BOARD MEMBER
1.00
0
0
0
3101 WILSON BLVD
ARLINGTON
,
VA
22201
BRENT WELLS
BOARD MEMBER
1.00
0
0
0
12775 RANDOLPH RIDGE LANE SUITE 200
MANASSAS
,
VA
20109
JAMES STAMER
BOARD MEMBER
1.00
0
0
0
118 ACACIA LANE
STERLING
,
VA
20166
JEFF DAVOUD
BOARD MEMBER
1.00
0
0
0
12764 OAK LAKE COURT
MIDLOTHIAN
,
VA
23112
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
837,595
b
Average of monthly cash balances
.......................
1b
13,659
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
851,254
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
851,254
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
12,769
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
838,485
6
Minimum investment return.
Enter 5% of line 5
..................
6
41,924
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
41,924
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
523
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
523
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
41,401
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
41,401
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
41,401
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
28,080
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
28,080
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
28,080
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
41,401
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
11,921
f
Total
of lines 3a through e
........
11,921
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
28,080
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
28,080
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
11,921
11,921
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,400
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ROBERT NORTON
WILLARD SWEETSER
TODD HAMMOND
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVE
FAIRFAX
,
VA
22030
PC
COLLEGE SCHOLARSHIP
2,500
MONTGOMERY COLLEGE
51 MANNAKEE STREET
ROCKVILLE
,
MD
20850
PC
COLLEGE SCHOLARSHIP
2,500
OLD DOMINION UNIVERSITY
5115 HAMPTON BLVD
NORFOLK
,
VA
23529
PC
COLLEGE SCHOLARSHIP
2,500
VIRGINIA TECH
902 PRICES FORK ROAD SUITE 4500
BLACKSBURG
,
VA
24060
PC
COLLEGE SCHOLARSHIP
2,500
VIRGINIA TECH
902 PRICES FORK ROAD SUITE 4500
BLACKSBURG
,
VA
24060
PC
COLLEGE SCHOLARSHIP
5,000
VIRGINIA TECH
902 PRICES FORK ROAD SUITE 4500
BLACKSBURG
,
VA
24060
PC
COLLEGE SCHOLARSHIP
5,000
RW MURRAY SCHOLARSHIP
42680 TRADE WEST DRIVE
DULLES
,
VA
20166
PC
COLLEGE SCHOLARSHIP
6,000
Total
.................................
3a
26,000
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
18,709
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
14
12,153
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
30,862
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
30,862
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
Yes
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
1c
0
ASSOCIATED BUILDERS & CONTRACTORS INC VIRGINIA CHAPTER
CEF RECEIVES THE USE OF ABCVA FACILITIES, EQUIPMENT AND OTHER ASSETS AND SHARES ABCVA STAFF AT NO COST TO CEF
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
ASSOCIATED BUILDERS & CONTRACTORS INC VIRGINIA CHAPTER
501(C)(6)
CEF'S BOARD IS COMPOSED OF FORMER VOLUNTEER CHAIRPERSONS OF THE ASSOCIATED BUILDERS & CONTRACTORS, INC. VIRGINIA CHAPTER AND THEIR ELECTION IS SUBJECT TO APPROVAL BY ABCVA'S BOARD
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description