Form990-PF

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 01-01-2020 , and ending 12-31-2020
Name of foundation
FRANCIS P CHIARAMONTE MD FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)44 CANAL CENTER NO 325
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALEXANDRIA, VA22314
A Employer identification number

46-4423662
B Telephone number (see instructions)

(571) 385-4242
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$50,023,388J 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 1,071,051 347,138  
4 Dividends and interest from securities... 216,913 216,913  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 700,549
b Gross sales price for all assets on line 6a 18,044,831
7 Capital gain net income (from Part IV, line 2)... 700,549
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)....... Click to see attachment 62 1,563  
12 Total. Add lines 1 through 11........ 1,988,575 1,266,163  
Operating and Administrative Expenses 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)....... Click to see attachment 18,610 9,305   9,305
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,061 1,061   0
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 attachment 24,902 15,061   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,573 25,427   9,305
25 Contributions, gifts, grants paid....... 2,285,000 2,285,000
26 Total expenses and disbursements. Add lines 24 and 25 2,329,573 25,427   2,294,305
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -340,998
b Net investment income (if negative, enter -0-) 1,240,736
c Adjusted net income (if negative, enter -0-)...  
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......... 278,717 905,508 905,508
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) 32,445,318 Click to see attachment28,512,512 29,899,571
b Investments—corporate stock (attach schedule)....... 7,628,501 Click to see attachment11,572,795 18,310,030
c Investments—corporate bonds (attach schedule)....... 2,045,008 Click to see attachment1,074,166 908,279
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,435 0 0
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) 42,405,979 42,064,981 50,023,388
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 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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 42,405,979 42,064,981
29 Total net assets or fund balances (see instructions)..... 42,405,979 42,064,981
30 Total liabilities and net assets/fund balances (see instructions). 42,405,979 42,064,981
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
42,405,979
2
Enter amount from Part I, line 27a .....................
2
-340,998
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
42,064,981
5
Decreases not included in line 2 (itemize) bullet
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
42,064,981
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 LAFAYETTE INVESTMENTS #5881   2020-01-01 2020-12-31
b LAFAYETTE INVESTMENTS #5881   2019-01-01 2020-12-31
c LAFAYETTE INVESTMENTS #2400   2020-01-01 2020-12-31
d LAFAYETTE INVESTMENTS #2400   2019-01-01 2020-12-31
e CHARLES SCHWAB #9628   2020-01-01 2020-12-31
CHARLES SCHWAB #9628   2019-01-01 2020-12-31
PLAINS ALL AMERICAN - LTCG   2019-01-01 2020-12-31
PLAINS ALL AMERICAN - 1231   2019-01-01 2020-12-31
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 9,867,493   9,453,355 414,138
b 7,338,883   7,004,930 333,953
c 331,666   321,552 10,114
d 281,301   364,705 -83,404
e 22,453   21,887 566
197,076   177,843 19,233
24     24
    10 -10
5,935     5,935
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       414,138
b       333,953
c       10,114
d       -83,404
e       566
      19,233
      24
      -10
      5,935
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 2 700,549
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  
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 17,246
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 0
3 Add lines 1 and 2........................... 3 17,246
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 17,246
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20,995
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 20,995
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,749
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,749 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletMD
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletFRANCIS P CHIARAMONTE III Telephone no.bullet (571) 385-4242

    Located atbullet44 CANAL CENTERALEXANDRIAVA ZIP+4bullet22314
    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
    FRANCIS P CHIARAMONTE III PRESIDENT
    1.00     		0 0 0
    44 CANAL CENTER PLAZA SUITE 325
    ALEXANDRIA,VA22314
    CLAIRE CHIARAMONTE WAGNER TREASURER
    1.00     		0 0 0
    44 CANAL CENTER PLAZA SUITE 325
    ALEXANDRIA,VA22314
    CATHE CHIARAMONTE SECRETARY
    1.00     		0 0 0
    44 CANAL CENTER PLAZA SUITE 325
    ALEXANDRIA,VA22314
    MARK S CHIARAMONTE VICE- PRESIDENT
    1.00     		0 0 0
    44 CANAL CENTER PLAZA SUITE 325
    ALEXANDRIA,VA22314
    MICHAEL J CHIARAMONTE DIRECTOR
    1.00     		0 0 0
    44 CANAL CENTER PLAZA SUITE 325
    ALEXANDRIA,VA22314
    DOROTHY A CHIARAMONTE DIRECTOR
    1.00     		0 0 0
    44 CANAL CENTER PLAZA SUITE 325
    ALEXANDRIA,VA22314
    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 0
    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.............bullet0
    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 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    47,190,715
    b
    Average of monthly cash balances.......................
    1b
    950,565
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    48,141,280
    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
    48,141,280
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    722,119
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    47,419,161
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,370,958
    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
    2,370,958
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    17,246
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,246
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,353,712
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,353,712
    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
    2,353,712
    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
    2,294,305
    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
    2,294,305
    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
    2,294,305
    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 2,353,712
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,294,305
    a Applied to 2019, 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 2020 distributable amount..... 2,294,305
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		59,407
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    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).)
    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
    ALLIANCE DEFENSE FUND
    15100 N 90TH STREET
    SCOTTSDALE,AZ85260     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    ALPHA OMEGA CLINIC
    25 CROSSROADS DRIVE SUITE 306
    OWINGS MILLS,MD21117     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    AMERICAN RED CROSS
    6206 BELCREST ROAD
    HYATTSVILLE,MD20782     		NONE PUBLIC CHARITY GENERAL SUPPORT 30,000
    BELMONT UNIVERSITY
    1900 BELMONT BLVD
    NASHVILLE,TN37212     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    BETHANY HOUSE OF NORTHERN VIRGINIA
    6121 LINCOLNIA ROAD SUITE 303
    ALEXANDRIA,VA22304     		NONE PUBLIC CHARITY GENERAL SUPPORT 35,000
    BOSTON BALLET
    19 CLARENDON STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    BOSTON CHARITABLE TRUST FUND
    BOSTON CITY HALL NO M-5
    BOSTON,MA02201     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    CARE NET
    44180 RIVERSIDE PARKWAY SUITE 200
    LANDSDOWNE,VA20176     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    CARPENTER SHELTER
    930 N HENRY ST
    ALEXANDRIA,VA22314     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    CASA CHIRILAGUA
    4109 MT VERNON AVE
    ALEXANDRIA,VA22305     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    CATHOLIC CHARITIES
    2050 BALLENGER AVE SUITE 400
    ALEXANDRIA,VA22314     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    CATHOLIC RELIEF SERVICES
    228 WEST LEXINGTON ST
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		NONE PUBLIC CHARITY GENERAL SUPPORT 150,000
    CHRISTIAN ALLIANCE FOR ORPHANS
    6723 WHITTIER AVENUE SUITE 202
    MCLEAN,VA22101     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    CONCERNED WOMEN FOR AMERICA
    PO BOX 8965
    PUEBLO,CO81008     		NONE PUBLIC CHARITY GENERAL SUPPORT 110,000
    CONNELLY SCHOOL OF THE HOLY CHILD
    9029 BRADLEY BLVD
    POTOMAC,MD20854     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    COURAGEOUS SAILING
    UNIVERSITY DRIVE
    SOUTH DORCHESTER,MA02125     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    COVENANT HOUSE WASHINGTON DC
    2201 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		NONE PUBLIC CHARITY GENERAL SUPPORT 30,000
    CROSSWAYS COMMUNITY
    3015 UPTON DRIVE
    KENSINGTON,MD20895     		NONE PUBLIC CHARITY GENERAL SUPPORT 265,000
    CURE ALZHEIMER'S FUND
    34 WASHINGTON STREET SUITE 200
    WELLESLEY HILLS,MA02481     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    CURE CHILDHOOD CANCER
    200 WESTFALL RD
    ROCHESTER,NY14620     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    DANA FABER CANCER INSTITUTE
    44 BINNEY STREET
    BOSTON,MA02115     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    DAVE THOMAS FOUNDATION
    4900 TUTTLE CROSSING BLVD
    DUBLIN,OH43016     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    DAYS END FARM HORSE RESCUE
    1372 WOODBINE ROAD
    WOODBINE,MD21797     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    DIANNE PROCOPIO (GOFUNDME CANCER DONATION)
    1224 M STREET NW 200
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    EMORY UNIVERSITY
    201 DOWMAN DRIVE
    ATLANTA,GA30322     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    ETERNAL WORLD TELEVISION NETWORK
    5817 OLD LEEDS ROAD
    IRONDALE,AL35210     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    FATHER FLANAGAN BOYS HOME
    13603 FLANAGAN BLVD
    BOYS TOWN,NE68010     		NONE PUBLIC CHARITY GENERAL SUPPORT 30,000
    FRANCISCAN FOUNDATION FOR THE HOLY LAND
    PO BOX 29086
    WASHINGTON,DC200179086     		NONE PUBLIC CHARITY GENERAL SUPPORT 120,000
    GEORGETOWN UNIVERSITY
    PO BOX 571253
    WASHINGTON,DC20007     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    HABITAT FOR HUMANITY INTERNATIONAL
    PO BOX 1509
    AMERICUS,GA31709     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    HEART FOR THE VILLAGERS FOUNDATION
    665 CONCERTO LN
    SILVER SPRING,MD20901     		NONE PUBLIC CHARITY GENERAL SUPPORT 70,000
    HELP 4 KIDS
    2523 FORESTBROOK ROAD
    MYRTLE BEACH,SC29588     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    HOMEBOY INDUSTRIES
    130 W BRUNO ST
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    JMU FOUNDATION
    1320 S MAIN ST MSC 8501
    HARRISONBURG,VA22807     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    JOHNS HOPKINS MEDICAL CENTER
    600 N WOLFE STREET CARNEGIE 530
    BALTIMORE,MD21287     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    LIFESONG FOR ORPHANS
    101 N WESTERN AVENUE
    GRIDLEY,IL61744     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    LIFT UP
    4110TH AVE N
    HOPKINS,MN55343     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    LITTLE SISTERS OF THE POOR
    4200 HAREWOOD ROAD NE
    WASHINGTON,DC20017     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    LIVE ACTION
    2200 WILSON BLVD SUITE 102 PMB 111
    ARLINGTON,VA22201     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    LOVE ONE INTERNATIONAL
    1749 MALLORY LANE SUITE 102
    BRENTWOOD,TN37027     		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    MAKE A WISH FOUNDATION
    5272 RIVER ROAD SUITE 700
    BETHESDA,MD20816     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    MARQUETTE UNIVERSITY
    1250 W WISCONSIN AVENUE
    MILWAUKEE,WI53233     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    MULLY CHILDREN'S FAMILY (MCF-USA)
    3000 OLD ALABAMA ROAD STE 119-302
    ALPHARETTA,GA30022     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    NAACP ENVIRONMENTAL
    4805 MT HOPE DRIVE
    BALTIMORE,MD21215     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    NATIONAL COUNCIL ON BIBLE CURRICULUM IN PUBLIC SCHOOLS
    PO BOX 9743
    GREENSBORO,NC27429     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    NATIONAL PRAYER CHAPEL
    14581 GIDEON DRIVE
    WOODBRIDGE,VA22192     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    NATIONAL RIGHT TO LIFE
    512 10TH STREET NW
    WASHINGTON,DC20004     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    NATURE SACRED
    105 ANNAPOLIS ST SUITE D
    ANNAPOLIS,MD21401     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    ONE IN CHRIST
    13820 NW 172ND AVENUE
    ALACHUA,FL32615     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    PHILLIPS ACADEMY
    180 MAIN STREET
    ANDOVER,MA01810     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    POOR CLARE MONASTERY
    2505 STONEHEDGE DRIVE
    ALEXANDRIA,VA22306     		NONE PUBLIC CHARITY GENERAL SUPPORT 40,000
    PRISON ENTREPRENUERSHIP
    4140 DIRECTORS ROW B
    HOUSTON,TX77092     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    RELEVANT RADIO
    1496 BELLEVUE STREET SUITE 202
    GREEN BAY,WI54311     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    RETIRED PRIESTS COLLECTION
    PO BOX 29260
    WASHINGTON,DC20017     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    SOME
    71 O STREET NW
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    SEMPER FI FUND
    825 COLLEGE BLVD STE 102 PMB 609
    OCEANSIDE,CA92057     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    SHADY GROVE PREGNANCY CENTER
    16220 FREDERICK ROAD 118
    GAITHERSBURG,MD20877     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    SOCIETE GENERALE FOUNDATION SOLIDARITE
    245 PARK AVENUE
    NEW YORK,NY10167     		NONE PUBLIC CHARITY GENERAL SUPPORT 85,000
    ST ANDREWS EPISCOPAL SCHOOL
    8804 POSTOAK ROAD
    POTOMAC,MD20854     		NONE PUBLIC CHARITY GENERAL SUPPORT 75,000
    ST ANNE'S
    1700 WAINWRIGHT DRIVE
    RESTON,VA20190     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    ST JOHNS COLLEGE HIGH SCHOOL
    2607 MILITARY ROAD NW
    CHEVY CHASE,DC20015     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    ST JOHNS PREP SCHOOL
    3989 BUCKEYSTOWN PIKE
    BUCKEYSTOWN,MD21717     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    ST JUDE'S CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    ST MARY OF THE CROWN CATHOLIC
    397 WHITE HILL ROAD
    CARBONDALE,CO81623     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    ST STEVENS & ST AGNES SCHOOL
    400 FONTAINE STREET
    ALEXANDRIA,VA22304     		NONE PUBLIC CHARITY GENERAL SUPPORT 100,000
    STUDENTS FOR LIFE
    4755 JEFFERSON DAVIS HIGHWAY
    FREDERICKSBURG,VA22408     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    THE BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION
    400 MICHIGAN AVENUE NORTHEAST
    WASHINGTON,DC20017     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    THE GERSON INSTITUTE
    PO BOX 161358
    SAN DIEGO,CA92176     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    THE GREATER BOSTON FOOD BANK
    70 S BAY AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    THE ORCHARD
    PO BOX 2587
    SOUTH PORTLAND,ME04116     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    THE SUMMIT SCHOOL
    664 E CENTRAL AVENUE
    EDGEWATER,MD21037     		NONE PUBLIC CHARITY GENERAL SUPPORT 12,000
    THE WOODS ACADEMY
    6801 GREENTREE ROAD
    BETHESDA,MD20817     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    UNIVERSITY OF GEORGIA
    210 S JACKSON STREET
    ATHENS,GA30602     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    UNIVERSITY OF VERMONT FOUNDATION
    411 MAIN STREET
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY GENERAL SUPPORT 30,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400331
    CHARLOTTESVILLE,VA229044331     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    WASHINGTON JESUIT ACADEMY
    900 VARNUM STREET NE
    WASHINGTON,DC20017     		NONE PUBLIC CHARITY GENERAL SUPPORT 36,000
    WELLSPRING HOUSE
    302 ESSEX AVENUE
    GLOUCESTER,MA01930     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    WOMENS FUND OF ESSEX COUNTY
    175 ANDOVER STREET SUITE 101
    DANVERS,MA01923     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    WORLD CENTRAL KITCHEN INC
    PO BOX 392289
    PITTSBURGH,PA152519289     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758517
    TOPEKE,KS66675     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    Total .................................bullet 3a 2,285,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 1,071,051  
    4 Dividends and interest from securities....     14 216,913  
    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.....     15 636  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 700,549  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPLAINS ALL AMERICAN PIPELINE LP - K-1     		523000 -1,501 41 927  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -1,501 1,990,076 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,988,575
    (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:
    FRANCIS P CHIARAMONTE MD FAMILY
     
    FOUNDATION INC
    EIN:
    46-4423662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SC&H FINANCIAL ADVISORS 18,610 9,305   9,305

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    FRANCIS P CHIARAMONTE MD FAMILY
     
    FOUNDATION INC
    EIN:
    46-4423662
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LAFAYETTE INVESTMENTS A/C 5881 CORPORATE BONDS 1,074,166 908,279

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FRANCIS P CHIARAMONTE MD FAMILY
     
    FOUNDATION INC
    EIN:
    46-4423662
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LAFAYETTE INVESTMENTS A/C 5881 PREFERRED STOCK 127,528 127,528
    LAFAYETTE INVESTMENTS A/C 5881 COMMON STOCK 9,590,515 15,721,255
    LAFAYETTE INVESTMENTS A/C 9628 COMMON STOCK 1,754,096 2,360,342
    LAFAYETTE INVESTMENTS A/C 9628 MUTUAL FUNDS 100,656 100,905

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    FRANCIS P CHIARAMONTE MD FAMILY
     
    FOUNDATION INC
    EIN:
    46-4423662
    US Government Securities - End of Year Book Value:

    28,512,512
    US Government Securities - End of Year Fair Market Value:

    29,899,571
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherExpensesSchedule
    Name:
    FRANCIS P CHIARAMONTE MD FAMILY
     
    FOUNDATION INC
    EIN:
    46-4423662
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 15,048 15,048   0
    NON-DEDUCTIBLE EXPENSES FROM K-1 30 0   0
    WIRE FEES 25 13   0
    ADMIN EXPENSES 0 0   0
    OTHER NON-DEDUCTIBLE EXPENSES 9,799 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    FRANCIS P CHIARAMONTE MD FAMILY
     
    FOUNDATION INC
    EIN:
    46-4423662
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 636 636 636
    PLAINS ALL AMERICAN PIPELINE LP - K-1 -574 927 -574


    TY 2020 SubstantialContributorsSch
    Name:
    FRANCIS P CHIARAMONTE MD FAMILY
     
    FOUNDATION INC
    EIN:
    46-4423662
    Name Address
    DR FRANCIS P CHIARAMONTE 5411 MANCHESTER DRIVE
    SUITLAND,MD20746
    SOUTHERN MARYLAND HEALTH SERVICES INC
          		44 CANAL CENTER PLAZA SUITE 325
    ALEXANDRIA,VA22314


    TY 2020 TaxesSchedule
    Name:
    FRANCIS P CHIARAMONTE MD FAMILY
     
    FOUNDATION INC
    EIN:
    46-4423662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 1,061 1,061   0