Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
AWA FAMILY FOUNDATION
C/O MARGARET C ARUNDEL
Number and street (or P.O. box number if mail is not delivered to street address)5700 MERRY OAKS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
THE PLAINS, VA20198
A Employer identification number

54-1607743
B Telephone number (see instructions)

(540) 347-7144
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,135,098J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 19,379 19,379  
4 Dividends and interest from securities... 14,258 14,258  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 99,331
b Gross sales price for all assets on line 6a 350,219
7 Capital gain net income (from Part IV, line 2)... 99,331
8 Net short-term capital gain.........  
9 Income modifications........... 3,150
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)....... Click to see attachment 270    
12 Total. Add lines 1 through 11........ 133,238 132,968 3,150
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,795 2,795    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,314      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 18,235 18,235    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,344 21,030   0
25 Contributions, gifts, grants paid....... 89,500 89,500
26 Total expenses and disbursements. Add lines 24 and 25 112,844 21,030   89,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,394
b Net investment income (if negative, enter -0-) 111,938
c Adjusted net income (if negative, enter -0-)... 3,150
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 53,463 29,056 29,056
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 171,673 Click to see attachment148,366 152,654
b Investments—corporate stock (attach schedule)....... 564,945 Click to see attachment544,391 1,419,690
c Investments—corporate bonds (attach schedule)....... 372,253 Click to see attachment473,254 485,522
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 55,055 Click to see attachment45,866 48,176
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,217,389 1,240,933 2,135,098
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,217,389 1,240,933
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 1,217,389 1,240,933
30 Total liabilities and net assets/fund balances (see instructions). 1,217,389 1,240,933
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
1,217,389
2
Enter amount from Part I, line 27a .....................
2
20,394
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,150
4
Add lines 1, 2, and 3 ..........................
4
1,240,933
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,240,933
Form 990-PF (2020)
Form 990-PF (2020)
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 SEE ATTACHED S/T P    
b SEE ATTACHED L/T P    
c
d
e
(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 131,673   110,098 21,575
b 218,546   140,790 77,756
c
d
e
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       21,575
b       77,756
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 99,331
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 ................... 		Bracket 3 21,575
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,556
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 1,556
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,556
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 36
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,592
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 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 the instructions
for the 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletVA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletMARGARET C ARUNDEL Telephone no.bullet (540) 347-7144

    Located atbullet5700 MERRY OAKS ROADTHE PLAINSVA ZIP+4bullet20198
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    MARGARET C ARUNDEL DIRECTOR
    1.00     		0 0 0
    5700 MERRY OAKS ROAD
    THE PLAINS,VA20198
    PETER W ARUNDEL DIRECTOR
    1.00     		0 0 0
    5700 MERRY OAKS ROAD
    THE PLAINS,VA20198
    THOMAS B ARUNDEL DIRECTOR
    1.00     		0 0 0
    5700 MERRY OAKS ROAD
    THE PLAINS,VA20198
    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...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,903,995
    b
    Average of monthly cash balances.......................
    1b
    55,984
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,959,979
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,959,979
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    29,400
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,930,579
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    96,529
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    96,529
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,556
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,556
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    94,973
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,150
    5
    Add lines 3 and 4............................
    5
    98,123
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    98,123
    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
    89,500
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    89,500
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    89,500
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 98,123
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 11,763
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 11,763
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 89,500
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 89,500
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 8,623 8,623
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,140
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,140
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 3,140
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    MARGARET C ARUNDEL
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    WILMINGTON FRIENDS SCHOOL
    101 SCHOOL RD
    WILMINGTON,DE19803     		  PC UNRESTRICTED CONTRIBUTION 1,000
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845     		  PC UNRESTRICTED CONTRIBUTION 250
    THE POTOMAC SCHOOL
    1301 POTOMAC SCHOOL ROAD
    MCLEAN,VA22101     		  PC UNRESTRICTED CONTRIBUTION 3,000
    POTOMAC SCHOOL
    1301 POTOMAC SCHOOL ROAD
    MCLEAN,VA22101     		  PC UNRESTRICTED CONTRIBUTION 250
    POTOMAC SCHOOL
    1301 POTOMAC SCHOOL ROAD
    MCLEAN,VA22101     		  PC UNRESTRICTED CONTRIBUTION 3,000
    NATIONAL THEATER
    1321 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004     		  PC UNRESTRICTED CONTRIBUTION 5,000
    COMMUNITY FOUNDATION (CFLNF)
    163 FORT EVANS RD NE 130
    LEESBURG,VA20176     		  PC UNRESTRICTED CONTRIBUTION 10,000
    MERIDIAN FOUNDATION
    1630 CRESCENT PLACE NW
    WASHINGTON,DC20009     		  PC UNRESTRICTED CONTRIBUTION 1,000
    VERDUN ADVENTURE BOUND
    17044 ADVENTURE BOUND TRL
    RIXEYVILLE,VA22737     		  PC UNRESTRICTED CONTRIBUTION 500
    HAMMOND-HARWOOD HOUSE ASSOCATION
    19 MARYLAND AVENUE
    ANNAPOLIS,MD21401     		  PC UNRESTRICTED CONTRIBUTION 500
    DIABETES RESEARCH
    200 SOUTH PARK RD
    HOLLYWOOD,FL33021     		  PC UNRESTRICTED CONTRIBUTION 500
    FRIENDS OF THE NATIONAL ZOO
    3001 CONNECTICUT AVE NW
    WASHINGTON,DC20008     		  PC UNRESTRICTED CONTRIBUTION 2,000
    CHRIST EPISCOPAL CHURCH
    3116 O STREET NW
    WASHINGTON,DC20007     		  PC UNRESTRICTED CONTRIBUTION 1,000
    DUKE UNIVERSITY
    324 BLACKWELL ST
    WASHINGTON BLDG NO 850
    DURHAM,NC27701     		  PC UNRESTRICTED CONTRIBUTION 250
    FAITHFUL FRIENDS
    449 RED TOP RD
    INDIAN MOUND,TN37079     		  PC UNRESTRICTED CONTRIBUTION 2,500
    ST PATRICK'S EPISCOPAL DAY SCHOOL
    4700 WHITEHAVEN PARKWAY
    WASHINGTON,DC20007     		  PC UNRESTRICTED CONTRIBUTION 5,000
    ST PATRICK'S EPISCOPAL SCHOOL
    4700 WHITEHAVEN PARKWAY
    WASHINGTON,DC20007     		  PC UNRESTRICTED CONTRIBUTION 1,000
    BOWDOIN COLLEGE
    5400 COLLEGE STATION
    BRUNSWICK,ME04011     		  PC UNRESTRICTED CONTRIBUTION 2,500
    MARINE CORPS ASSOCIATION FOUNDATION
    715 BROADWAY STREET
    QUANTICO,VA22134     		  PC UNRESTRICTED CONTRIBUTION 300
    LIVING CLASSROOMS FOUNDATION
    802 S CAROLINE STREET
    BALTIMORE,MD21231     		  GROUP UNRESTRICTED CONTRIBUTION 1,000
    SEMPER FI FUND
    825 COLLEGE BLVD
    SUITE 102 PMB 609
    OCEANSIDE,CA92057     		  PC UNRESTRICTED CONTRIBUTION 1,000
    MUSEUM OF THE SHENANDOAH VALLEY
    901 AMHERST ST
    WINCHESTER,VA22601     		    UNRESTRICTED CONTRIBUTION 5,000
    MARINE RAIDER FOUNDATION
    PO BOX 17454
    FOUNTAIN HILLS,AZ85269     		  PC UNRESTRICTED CONTRIBUTION 3,000
    FOXCROFT SCHOOL
    PO BOX 5555
    MIDDLEBURG,VA20118     		  PC UNRESTRICTED CONTRIBUTION 2,500
    DELAWARE NATURE SOCIETY
    PO BOX 700
    HOCKESSIN,DE19707     		  PC UNRESTRICTED CONTRIBUTION 2,000
    TRINITY EPISCOPAL CHURCH
    9108 JOHN S MOSBY HWY
    UPPERVILLE,VA20184     		  PC UNRESTRICTED CONTRIBUTION 5,000
    THE CHILD ABUSE PROJECT
    1450 DUKE ST
    ALEXANDRIA,VA22314     		  PC UNRESTRICTED CONTRIBUTION 10,000
    LOVE YOUR NEIGHBOR ASIA FOUNDATION
    11439 NW49TH DR
    CORAL SPRINGS,FL33076     		  PC UNRESTRICTED CONTRIBUTION 1,000
    JOHN HOPKINS SAIS
    1740 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  PC UNRESTRICTED CONTRIBUTION 250
    SECOND CENTURY FUND GARDEN CLUB
    146 EAST 60TH ST
    3RD FLOOR
    NEW YORK,NY10022     		  PC UNRESTRCITED CONTRIBUTION 2,000
    SEMPER FI FUND
    825 COLLEGE BLVD
    SUITE 102 PMB 609
    OCEANSIDE,CA92057     		  PC UNRESTRICTED CONTRIBUTION 1,000
    MARINE RAIDER FOUNDATION
    PO BOX 17454
    FOUNTAIN HILLS,AZ85269     		  PC UNRESTRICTED CONTRIBUTION 1,000
    DE CENTER FOR HORTICULTURE
    1810 N DUPONT ST
    WILMINGTON,DE19806     		  PC UNRESTRICTED CONTRIBUTION 3,500
    CHARITY WATER
    40 WORTH ST
    SUITE 829
    NEW YORK,NY10013     		  PC UNRESTRICTED CONTRIBUTION 1,000
    GREAT MEADOW FOUNDATION
    5089 OLD TAVERN RD
    THE PLAINS,VA20198     		  PC UNRESTRICTED CONTRIBUTION 1,000
    SALVATION ARMY
    62 WATERLOO ST
    WARRENTON,VA20186     		  PC UNRESTRICTED CONTRIBUTION 500
    MUSEUM OF HOUNDS & HUNTING
    17263 SOUTHERN PLANTER LN
    LEESBURG,VA20176     		  PC UNRESTRICTED CONTRIBUTION 500
    MARINE RAIDER FOUNDATION
    PO BOX 17454
    FOUNTAIN HILLS,AZ85269     		  PC UNRESTRICTED CONTRIBUTION 1,000
    WINDY HILL FOUNDATION
    2 W WASHINGTON ST
    MIDDLEBURG,VA20118     		  PC UNRESTRICTED CONTRIBUTION 2,500
    MIDDLEBURG HUMANE FOUNDATION
    5000 CUNNINGHAM FARM DR
    MARSHALL,VA20115     		  PC UNRESTRICTED CONTRIBUTION 500
    ORANGE COUNTY HOUNDS
    PO BOX V
    THE PLAINS,VA20198     		  PC UNRESTRICTED CONTRIBUTION 500
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DR
    SUITE 100
    ARLINGTON,VA22203     		  PC UNRESTRICTED CONTRIBUTION 500
    THE TRUMPETER SWAN SOCIETY
    12615 ROCKFORD RD
    PLYMOUTH,MN55441     		  PC UNRESTRICTED CONTRIBUTION 200
    ST PATRICK'S EPISCOPAL DAY SCHOOL
    4700 WHITEHAVEN PARKWAY
    WASHINGTON,DC20007     		  PC UNRESTRICTED CONTRIBUTION 1,000
    MIDDLEBURG COMMUNITY CENTER
    300 W WASHINGTON ST
    MIDDLEBURG,VA20117     		  PC UNRESTRICTED CONTRIBUTION 500
    TRINITY EPISCOPAL CHURCH
    9108 JOHN S MOSBY HWY
    UPPERVILLE,VA20184     		  PC UNRESTRICTED CONTRIBUTION 2,000
    Total .................................bullet 3a 89,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 19,379  
    4 Dividends and interest from securities....     14 14,258  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 99,331  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aTAX REFUND     		    41 145  
    bCLASS ACTION SETTLEMENT     41 125  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   133,238  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    133,238
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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
     
    No
    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
    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? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 2,795 2,795    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 AmortizationSchedule
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    TOTAL ADJUSTMENTS     1,016   1,008 1,008   2,024

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALPHABET INC 24,932 23,755
    AMAZON 14,956 15,119
    AMAZON COM INC 14,991 15,135
    AMERICAN INTL GROUP    
    AVANGRID INC 25,331 28,224
    BANK OF AMERICA CORP 15,000 15,130
    BBT 29,964 30,079
    BRISTOL-MYERS SQUIBB 24,985 24,633
    CAPITAL ONE 21,473 21,542
    CITIGROUP 19,973 22,126
    COMMUNITY HOSPITALS 20,000 22,361
    CVS HEALTH CORP    
    FREEPORT MCMORAN INC 5,275 5,281
    GOLDMAN SACHS 15,000 14,968
    HOME DEPOT 25,468 27,334
    LAM RESEARCH    
    LIFE STORAGE LP 25,139 24,717
    LYB INTERNATIONAL FIN 15,043 15,024
    MASCO CORP 19,910 19,509
    MEDSTAR 15,000 15,034
    MEDSTAR HEALTH 10,000 10,426
    NEXTERA ENERGY 25,015 25,091
    RAYMOND JAMES    
    SCHWAB CHARLES CORP 24,958 25,668
    STARBUCKS 30,028 33,206
    TOYOTA MOTOR CREDIT 30,447 30,194
    VERIZON    
    XILINX    
    WELLS FARGO 20,366 20,966

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 11,576 18,274
    ACCENTURE 15,378 44,219
    AIA GROUP LTD 9,624 10,300
    ALPHABELT 13,572 73,254
    AMAZON 6,884 72,243
    AMERICAN ELECTRIC POWER    
    APPLE COMPUTER 7,600 99,707
    ASML HOLDING NV 10,238 15,889
    BERKSHIRE HATHAWAY 12,541 36,130
    CADENCE DESIGN SYSTEM INC 12,136 14,229
    COGNEX CORP 10,521 16,810
    CRYOPORT INC COM PAR 8,194 15,649
    CVS HEALTH CORPORATION 12,805 18,023
    DAIFUKU 6,036 30,502
    ECOLAB 6,968 11,534
    EDITAS MEDICINE INC    
    EOG RES INC 20,229 28,703
    FIVERR INTL LTD 4,441 15,277
    FORTIVE    
    FRANCO-NEVADA CORP 9,047 9,865
    GOLDMAN SACHS 8,748 20,115
    GUARDANT HEALTH 9,575 11,425
    ILLUMINA 12,458 36,910
    INTELLIA THERAPEUTICS 12,703 34,973
    INTUITIVE SURGICAL INC 10,461 18,393
    ISHARES GOLD TRUST    
    JOHNSON & JOHNSON 14,489 25,040
    JP MORGAN CHASE 21,331 34,219
    KADANT INC COM 12,379 15,848
    LAUDER ESTEE COS 11,936 38,488
    LONDON STOCK    
    MICROSOFT 12,095 91,835
    MOET HENNESSY 12,406 28,720
    MSCI INC 10,469 23,456
    NASDAQ 7,571 26,194
    NESTLE 17,568 29,439
    NEXTERA 13,415 45,507
    NIKE INC 8,285 13,750
    NVIDIA 1,803 76,810
    PEPSICO    
    REGENERON PHARMACEUTICALS 9,269 8,937
    ROCHE HLDG LTD 16,522 28,006
    ROPER TECH 9,688 31,503
    ROYAL DUTCH-ADRB 27,963 24,152
    SPLUNK INC    
    SUMITOMO MITSUI FINANCIAL    
    TELADOC 6,367 15,964
    TERRENO REALTY CORP 11,991 22,195
    TJX COMPANIES 7,723 12,810
    UNILEVER 11,042 15,561
    UNITEDHEALTH 6,072 21,624
    VERIZON COMMUNICATIONS 28,947 30,760
    VGP N.V NPV 14,625 22,741
    VISA 8,674 58,221
    WALT DISNEY 10,026 25,486

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    US Government Securities - End of Year Book Value:

    17,050
    US Government Securities - End of Year Fair Market Value:

    17,114
    State & Local Government Securities - End of Year Book Value:


    131,316
    State & Local Government Securities - End of Year Fair Market Value:


    135,540


    TY 2020 InvestmentsOtherSchedule2
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MARVELL TECHNOLOGY GROUP AT COST 10,019 10,630
    ROYAL BK AT COST 24,969 26,807
    BANK OF MONREAL AT COST 10,878 10,739

    TY 2020 OtherExpensesSchedule
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT MANAGEMENT FEE 17,227 17,227    


    TY 2020 OtherIncomeSchedule2
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TAX REFUND 145    
    CLASS ACTION SETTLEMENT 125    


    TY 2020 OtherIncreasesSchedule
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Description Amount
    RECOVER OF PRIOR YEAR GRANTS 3,150


    TY 2020 TaxesSchedule
    Name:
    AWA FAMILY FOUNDATION
     
    C/O MARGARET C ARUNDEL
    EIN:
    54-1607743
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GLOBE TAX- IRS 1      
    2019 BALANCE DUE 2,313