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
THE JV SCHIRO ZAVELA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1223 EARNESTINE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCLEAN, VA221012646
A Employer identification number

52-1802117
B Telephone number (see instructions)

(703) 749-7679
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$6,922,445J 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) 100
2 Check bullet.............
3 Interest on savings and temporary cash investments 85 85  
4 Dividends and interest from securities... 103,385 103,385  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 159,848
b Gross sales price for all assets on line 6a 1,300,063
7 Capital gain net income (from Part IV, line 2)... 159,848
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 263,418 263,318  
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 4,950 2,475   2,475
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 510 510   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 8,671 8,671   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,131 11,656   2,475
25 Contributions, gifts, grants paid....... 274,600 274,600
26 Total expenses and disbursements. Add lines 24 and 25 288,731 11,656   277,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,313
b Net investment income (if negative, enter -0-) 251,662
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......... 93,642 39,687 39,687
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,121    
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)      
b Investments—corporate stock (attach schedule)....... 2,473,016 Click to see attachment2,477,392 4,829,115
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 508,938 Click to see attachment539,454 2,053,643
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) 3,076,717 3,056,533 6,922,445
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........ 1,296,469 1,296,469
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,780,248 1,760,064
29 Total net assets or fund balances (see instructions)..... 3,076,717 3,056,533
30 Total liabilities and net assets/fund balances (see instructions). 3,076,717 3,056,533
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
3,076,717
2
Enter amount from Part I, line 27a .....................
2
-25,313
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,129
4
Add lines 1, 2, and 3 ..........................
4
3,056,533
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
3,056,533
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 482.16 SHS BLACKSTONE ALTERNATIVE MULTI- P 2020-04-15 2020-12-04
b 1279.53 SHS BLACKSTONE ALTERNATIVE MULTI- P 2020-04-15 2020-12-22
c 95 SHS L3HARRIS TECHNOLOGIES INC P 2020-01-16 2020-11-09
d 575 SHS ENERGYSELECTSECTORSPDRFUND P 2019-12-02 2020-04-15
e 855 SHS REAL ESTATE SELECT SECTOR SPDR P 2019-12-02 2020-04-15
1075 SHS VANGUARD DIVIDEND APPRECIATION ETF P 2020-04-15 2020-08-19
100 SHS ALIBABA GROUP HLDG P 2016-11-29 2020-04-13
228 SHS APPLE INC P 2014-06-12 2020-11-09
111 SHS APPLE INC P 2014-06-13 2020-11-09
156 SHS APPLE INC P 2014-06-16 2020-11-09
20 SHS APPLE INC P 2014-02-05 2020-12-04
165 SHS APPLE INC P 2014-06-13 2020-12-04
105 SHS AUTOMATIC DATA PROCESSING INC P 2003-08-19 2020-04-15
35 SHS AUTOMATIC DATA PROCESSING INC P 2009-05-06 2020-04-15
250 SHS AUTOMATIC DATA PROCESSING INC P 2003-07-09 2020-11-09
20 SHS AUTOMATIC DATA PROCESSING INC P 2003-08-19 2020-11-09
8 SHS BOEING CO/THE P 2011-11-30 2020-11-09
43 SHS BOEING CO/THE P 2011-11-30 2020-11-09
67 SHS BOEING CO/THE P 2011-12-01 2020-11-09
135 SHS BRISTOL-MYERS SQUIBB CO P 2015-06-12 2020-12-04
80 SHS BRISTOL-MYERS SQUIBB CO P 2015-06-15 2020-12-04
270 SHS BRISTOL-MYERS SQUIBB CO P 2015-01-30 2020-12-22
17 SHS BRISTOL-MYERS SQUIBB CO P 2015-06-12 2020-12-22
25 SHS BRISTOL-MYERS SQUIBB CO P 2015-09-28 2020-12-22
18 SHS BRISTOL-MYERS SQUIBB CO P 2015-10-02 2020-12-22
72 SHS BRISTOL-MYERS SQUIBB CO P 2015-10-05 2020-12-22
259 SHS CAPITAL ONE FINANCIAL CORP P 2017-08-30 2020-04-15
30 SHS CARRIER GLOBAL CORP P 2016-02-25 2020-06-19
4 SHS CARRIER GLOBAL CORP P 2016-02-25 2020-06-19
20 SHS CARRIER GLOBAL CORP P 2016-02-29 2020-06-19
78 SHS CARRIER GLOBAL CORP P 2016-02-29 2020-06-19
9 SHS CARRIER GLOBAL CORP P 2016-02-29 2020-06-19
115 SHS CITIGROUP INC P 2018-02-05 2020-12-04
8.33 SHS DUPONT DE NEMOURS INC P 2016-02-09 2020-08-19
5.33 SHS DUPONT DE NEMOURS INC P 2016-02-09 2020-08-19
48 SHS DUPONT DE NEMOURS INC P 2016-02-09 2020-08-19
122.33 SHS DUPONT DE NEMOURS INC P 2016-08-26 2020-08-19
263 SHS EXXON MOBIL CORP P 2003-04-30 2020-04-15
491 SHS OAKMARK INTERNATIONAL FUND P 2017-10-27 2020-04-15
5813.95 SHS OAKMARK INTERNATIONAL FUND P 2017-12-22 2020-04-15
1224.2 SHS OAKMARK INTERNATIONAL FUND P 2018-03-14 2020-04-15
93 SHS HONEYWELL INTERNATIONAL INC P 2009-05-11 2020-01-16
275 SHS INTEL CORP P 2006-05-02 2020-12-04
88 SHS INTEL CORP P 2008-01-28 2020-12-04
309 SHS INTEL CORP P 2008-10-16 2020-12-04
16 SHS INTEL CORP P 2008-10-16 2020-12-04
249 SHS INTEL CORP P 2008-12-31 2020-12-04
1 SHS INTEL CORP P 2008-12-31 2020-12-04
1875 SHS ISHARES CORE MSCI EAFE ETF P 2017-05-05 2020-04-15
220 SHS ISHARES CORE MSCI EAFE ETF P 2017-06-28 2020-04-15
385 SHS ISHARES CORE MSCI EMERGING MARKETS ETF P 2017-05-05 2020-04-13
247 SHS JOHNSON & JOHNSON P 2001-01-18 2020-01-16
13 SHS JOHNSON & JOHNSON P 2008-11-14 2020-01-16
49 SHS LOCKHEED MARTIN CORP P 2014-12-01 2020-01-16
50.72 SHS MERCK & CO INC P 2005-09-02 2020-01-16
6.28 SHS MERCK & CO INC P 2005-11-18 2020-01-16
135 SHS MICROSOFT CORP P 2008-12-08 2020-11-09
0.5 SHS OTIS WORLDWIDE CORP P 2016-02-29 2020-05-29
150 SHS PNC FINANCIAL SERVICES GROUP INC/THE P 2008-11-25 2020-09-01
40 SHS PNC FINANCIAL SERVICES GROUP INC/THE P 2008-12-02 2020-09-01
28 SHS PNC FINANCIAL SERVICES GROUP INC/THE P 2008-12-08 2020-09-01
27 SHS PNC FINANCIAL SERVICES GROUP INC/THE P 2008-12-08 2020-09-01
40 SHS PNC FINANCIAL SERVICES GROUP INC/THE P 2008-12-16 2020-09-01
10 SHS PNC FINANCIAL SERVICES GROUP INC/THE P 2008-12-17 2020-09-01
439 SHS PFIZER INC P 2009-07-13 2020-06-16
118 SHS PHILIP MORRIS INTERNATIONAL INC P 2004-07-16 2020-05-04
150 SHS PHILIP MORRIS INTERNATIONAL INC P 2004-08-20 2020-05-04
4 SHS RAYTHEON TECHNOLOGIES CORP P 2016-02-25 2020-04-15
30 SHS RAYTHEON TECHNOLOGIES CORP P 2016-02-25 2020-04-15
9 SHS RAYTHEON TECHNOLOGIES CORP P 2016-02-29 2020-04-15
98 SHS RAYTHEON TECHNOLOGIES CORP P 2016-02-29 2020-04-15
3042.58 SHS T ROWE PRICE EMERGING MARKETS P 2017-12-22 2020-04-13
110 SHS TELADOCINC P 2018-05-04 2020-12-04
111 SHS US BANCORP P 2003-05-01 2020-12-04
219 SHS US BANCORP P 2003-05-02 2020-12-04
31 SHS UNITED PARCEL SERVICE INC P 2015-09-24 2020-01-16
17 SHS UNITED PARCEL SERVICE INC P 2015-09-24 2020-01-16
20 SHS UNITED PARCEL SERVICE INC P 2015-09-28 2020-01-16
12 SHS UNITED PARCEL SERVICE INC P 2015-10-02 2020-01-16
25 SHS UNITEDHEALTH GROUP INC P 2016-01-20 2020-12-04
175 SHS VALERO ENERGY CORP P 2015-06-26 2020-04-15
94 SHS VALERO ENERGY CORP P 2015-06-29 2020-04-15
46 SHS VALERO ENERGY CORP P 2015-09-23 2020-04-15
24 SHS VALERO ENERGY CORP P 2015-09-24 2020-04-15
15 SHS VALERO ENERGY CORP P 2015-09-28 2020-04-15
72 SHS VERIZON COMMUNICATIONS P 2004-07-23 2020-12-04
208 SHS VERIZON COMMUNICATIONS P 2006-03-02 2020-12-04
13157.9 SHS WELLS FARGO ABSOLUTE RETURN P 2018-04-02 2020-04-15
BANK OF AMERICA #011028529159 - CLASS ACTION PROCEEDS P    
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 5,000   4,436 564
b 13,000   11,772 1,228
c 17,899   20,396 -2,497
d 18,112   34,013 -15,901
e 28,961   32,659 -3,698
138,146   118,818 19,328
19,926   9,421 10,505
27,451   5,284 22,167
13,364   2,546 10,818
18,782   3,605 15,177
2,450   365 2,085
20,215   3,785 16,430
14,452   3,240 11,212
4,817   1,106 3,711
43,208   7,103 36,105
3,457   617 2,840
1,430   545 885
7,688   2,938 4,750
11,980   4,729 7,251
8,337   8,799 -462
4,940   5,215 -275
16,538   16,443 95
1,041   1,108 -67
1,531   1,440 91
1,103   1,116 -13
4,410   4,466 -56
13,562   20,764 -7,202
645   533 112
86   71 15
430   364 66
1,664   1,418 246
192   164 28
6,600   8,847 -2,247
475   578 -103
304   370 -66
2,736   3,316 -580
6,973   9,710 -2,737
10,510   9,248 1,262
7,743   14,215 -6,472
91,686   165,000 -73,314
19,306   35,000 -15,694
16,886   3,000 13,886
14,058   5,399 8,659
4,499   1,740 2,759
15,797   4,598 11,199
818   237 581
12,729   3,683 9,046
51   15 36
95,184   113,892 -18,708
11,168   13,455 -2,287
16,177   18,741 -2,564
36,433   11,573 24,860
1,918   802 1,116
20,800   9,369 11,431
4,622   1,459 3,163
572   190 382
30,295   2,830 27,465
26   25 1
16,468   7,696 8,772
4,392   1,715 2,677
3,074   1,510 1,564
2,964   1,450 1,514
4,392   1,925 2,467
1,098   468 630
14,698   6,466 8,232
8,586   3,059 5,527
10,914   3,856 7,058
251   210 41
1,885   1,574 311
565   483 82
6,156   5,258 898
113,975   135,212 -21,237
21,687   4,614 17,073
5,036   2,453 2,583
9,935   4,933 5,002
3,669   3,018 651
2,012   1,660 352
2,367   1,954 413
1,420   1,189 231
8,673   2,800 5,873
8,269   10,699 -2,430
4,442   5,712 -1,270
2,174   2,766 -592
1,134   1,417 -283
709   869 -160
4,434   2,332 2,102
12,810   6,346 6,464
128,553   150,000 -21,447
103     103
35     35
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       564
b       1,228
c       -2,497
d       -15,901
e       -3,698
      19,328
      10,505
      22,167
      10,818
      15,177
      2,085
      16,430
      11,212
      3,711
      36,105
      2,840
      885
      4,750
      7,251
      -462
      -275
      95
      -67
      91
      -13
      -56
      -7,202
      112
      15
      66
      246
      28
      -2,247
      -103
      -66
      -580
      -2,737
      1,262
      -6,472
      -73,314
      -15,694
      13,886
      8,659
      2,759
      11,199
      581
      9,046
      36
      -18,708
      -2,287
      -2,564
      24,860
      1,116
      11,431
      3,163
      382
      27,465
      1
      8,772
      2,677
      1,564
      1,514
      2,467
      630
      8,232
      5,527
      7,058
      41
      311
      82
      898
      -21,237
      17,073
      2,583
      5,002
      651
      352
      413
      231
      5,873
      -2,430
      -1,270
      -592
      -283
      -160
      2,102
      6,464
      -21,447
      103
      35
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 2 159,848
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 3,498
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 3,498
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 3,498
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,000
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 5,502
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,502 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)
    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 ofbulletJEAN L SCHIRO-ZAVELA Telephone no.bullet (703) 749-7679

    Located atbullet1223 EARNESTINE STREETMCLEANVA ZIP+4bullet221012646
    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
    JEAN L SCHIRO-ZAVELA TRUSTEE
    1.00     		0 0 0
    1223 EARNESTINE STREET
    MCLEAN,VA22101
    VANCE S ZAVELA TRUSTEE
    1.00     		0 0 0
    1223 EARNESTINE STREET
    MCLEAN,VA22101
    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  
    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
    6,010,980
    b
    Average of monthly cash balances.......................
    1b
    150,217
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,161,197
    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
    6,161,197
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    92,418
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,068,779
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    303,439
    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
    303,439
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,498
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,498
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    299,941
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    299,941
    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
    299,941
    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
    277,075
    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
    277,075
    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
    277,075
    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 7 299,941
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 275,866
    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$ 277,075
    a Applied to 2019, but not more than line 2a 275,866
    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..... 1,209
    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 ..........     		298,732
    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).)
    JEAN L SCHIRO-ZAVELA
    VANCE S ZAVELA
    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 e-mail address of the person to whom applications should be addressed:
    JEAN L SCHIRO-ZAVELA
    1223 EARNESTINE STREET
    MCLEAN,VA22102
    (703) 749-7679
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION DOES NOT HAVE AN APPLICATION FORM BUT REQUIRES DETAILS OF THE PURPOSE OF THE GRANT AND VERIFICATION OF THE TAX-EXEMPT STATUS OF DONEES.
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THERE ARE NO 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
    FRIENDS OF ACADIA
    PO BOX45
    BAR HARBOR,ME04609     		  PC OPERATIONAL SUPPORT 1,000
    ACCA INC (ANNANDALE CHRISTIAN COMMUNITY FOR ACTION)
    7200 COLUMBIA PIKE
    ANNANDALE,VA22003     		  PC OPERATIONAL SUPPORT 1,000
    ALASKA CONSERVATION FOUNDATION
    1227 W 9TH AVENUE SUITE 300
    ANCHORAGE,AK99501     		  PC OPERATIONAL SUPPORT 10,000
    ALZHEIMER'S ASSOCIATION
    225 NORTH MICHIGAN AVENUE SUITE
    1700
    CHICAGO,IL60601     		  PC OPERATIONAL SUPPORT 1,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY100042400     		  PC OPERATIONAL SUPPORT 2,500
    AMERICAN CIVIL LIBERTIES UNION OF VIRGINIA FOUNDATION
    701 E FRANKLIN ST SUITE 1412
    RICHMOND,VA232860607     		  PC OPERATIONAL SUPPORT 1,000
    AMNESTY INTERNATIONAL USA
    5 PENN PLAZA 14TH FLOOR
    NEW YORK,NY100018091     		  PC OPERATIONAL SUPPORT 1,000
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY10158     		  PC OPERATIONAL SUPPORT 2,500
    THE ARC OF NORTHERN VIRGINIA
    2755 HARTLAND ROAD SUITE 200
    FALLS CHURCH,VA22043     		  PC OPERATIONAL SUPPORT 1,000
    ARENA STAGE DEVELOPMENT DEPARTMENT
    1101 6TH STREET SW
    WASHINGTON,DC200770832     		  PC OPERATIONAL SUPPORT 5,000
    ARLINGTON FOOD ASSISTANCE CENTER
    2708 S NELSON STREET
    ARLINGTON,VA22206     		  PC OPERATIONAL SUPPORT 1,000
    ARLINGTON FREE CLINIC
    2921 11TH STREET SOUTH
    ARLINGTON,VA22204     		  PC OPERATIONAL SUPPORT 1,000
    ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING
    4318 N CARLIN SPRINGS ROAD
    ARLINGTON,VA22203     		  PC OPERATIONAL SUPPORT 2,500
    (ARTS COUNCIL OF FAIRFAX COUNTY DBA) ARTSFAIRFAX
    2667 PROSPERITY AVENUE SUITE A
    FAIRFAX,VA22031     		  PC OPERATIONAL SUPPORT 5,000
    ARZA
    633 THIRD AVENUE 7TH FLOOR
    NEW YORK,NY100176778     		  PC OPERATIONAL SUPPORT 1,000
    ASSATEAGUE ISLAND ALLIANCE
    7206 NATIONAL SEASHORE LANE
    BERLIN,MD21811     		  PC OPERATIONAL SUPPORT 1,000
    AUDUBON NATURALIST SOCIETY
    8940 JONES MILL ROAD
    CHEVY CHASE,MD208154799     		  PC OPERATIONAL SUPPORT 1,000
    BETHESDA COMMUNITY BASE BALL CLUB
    7211 EXETER ROAD
    BETHESDA,MD20814     		  PC OPERATIONAL SUPPORT 1,000
    BREAD FOR THE CITY
    1525 SEVENTH STREET NW
    WASHINGTON,DC20001     		  PC OPERATIONAL SUPPORT 1,000
    BREASTFEEDING OUTREACH FOR GREATER WASHINGTON
    1020 19TH ST NW SUITE 150
    WASHINGTON,DC20036     		  PC OPERATIONAL SUPPORT 1,000
    BRITEPATHS
    3959 PENDER DRIVE SUITE 200
    FAIRFAX,VA22030     		  PC OPERATIONAL SUPPORT 2,500
    CALIFORNIA INLAND EMPIRE COUNCIL BSA
    1230 INDIANA CT
    REDLANDS,CA92374     		  PC OPERATIONAL SUPPORT 1,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017     		  PC OPERATIONAL SUPPORT 2,500
    CAPITAL CARING
    3180 FAIRVIEW PARK DRIVE SUITE 500
    FALLS CHURCH,VA22042     		  PC OPERATIONAL SUPPORT 1,000
    CARE
    151 ELLIS STREET NE
    ATLANTA,GA303032440     		  PC OPERATIONAL SUPPORT 1,000
    THE CARTER CENTER ONE COPENHILL
    453 FREEDOM PARKWAY
    ATLANTA,GA30307     		  PC OPERATIONAL SUPPORT 1,000
    CASE WESTERN RESERVE UNIVERSITY PARENTS AND FAMILY FUND
    10900 EUCLID AVENUE
    CLEVELAND,OH441067035     		  PC OPERATIONAL SUPPORT 1,000
    CHARLES M SCHULZ MUSEUM AND RESEARCH CENTER
    2301 HARDIES LANE
    SANTA ROSA,CA95403     		  PC OPERATIONAL SUPPORT 500
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		  PC OPERATIONAL SUPPORT 5,000
    CHESTERBROOK RESIDENCES INC
    2030 WESTMORELAND STREET
    FALLS CHURCH,VA22043     		  PC OPERATIONAL SUPPORT 1,000
    CHILDREN'S FUND
    348 W HOSPITALITY LANE SUITE 110
    SAN BERNARDINO,CA92408     		  PC OPERATIONAL SUPPORT 2,500
    CHILDREN'S HOSPITAL FOUNDATION
    111 MICHIGAN AVE NW
    WASHINGTON,DC200102970     		  PC OPERATIONAL SUPPORT 2,500
    CHO - COMMITTEE FOR HELPING OTHERS
    PO BOX 233
    VIENNA,VA22183     		  PC OPERATIONAL SUPPORT 1,000
    CLEVELAND HILLEL FOUNDATION
    11303 EUCLID AVENUE
    CLEVELAND,OH44106     		  PC OPERATIONAL SUPPORT 500
    COMMUNITY FOUNDATION FOR NORTHERN VA
    2940 HUNTER MILL ROAD SUITE 201
    OAKTON,VA22124     		  PC OPERATIONAL SUPPORT 2,500
    NOVA PARKS FUND - MEADOWLARK GARDENS
    2940 HUNTER MILL ROAD SUITE 201
    OAKTON,VA22124     		  PC OPERATIONAL SUPPORT 1,000
    CORE FOUNDATION
    PO BOX 3631
    RESTON,VA20195     		  PC OPERATIONAL SUPPORT 2,500
    CORNERSTONES INC
    11150 SUNSET HILLS ROAD SUITE 210
    RESTON,VA20190     		  PC OPERATIONAL SUPPORT 2,500
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE SUITE 1100 N
    BETHESDA,MD20814     		  PC OPERATIONAL SUPPORT 1,000
    DAYS END FARM HORSE RESCUE
    PO BOX 309
    LISBON,MD21765     		  PC OPERATIONAL SUPPORT 1,000
    DC CENTRAL KITCHEN
    425 SECOND ST NW
    WASHINGTON,DC20001     		  PC OPERATIONAL SUPPORT 1,000
    DODGERS DREAM FOUNDATION
    1000 ELYSIAN PARK AVE
    LOS ANGELES,CA90012     		  PC OPERATIONAL SUPPORT 1,000
    DOORWAYS
    PO BOX 100185
    ARLINGTON,VA22210     		  PC OPERATIONAL SUPPORT 1,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		  PC OPERATIONAL SUPPORT 2,500
    ECHO (ECUMENICAL COMMUNITY HELPING OTHERS)
    205 OLD KEENE MILL ROAD
    SPRINGFIELD,VA22150     		  PC OPERATIONAL SUPPORT 1,000
    ENERGYSHARE
    PO BOX 91717
    RICHMOND,VA232919717     		  PC OPERATIONAL SUPPORT 2,500
    EQUINE RESCUE LEAGUE
    PO BOX4366
    LEESBURG,VA20177     		  PC OPERATIONAL SUPPORT 1,000
    FACETS
    10700 PAGE AVENUE BUILDING B
    FAIRFAX,VA22030     		  PC OPERATIONAL SUPPORT 1,000
    FAIRFAX COUNTY PARK FOUNDATION
    12055 GOVERNMENT CENTER PARKWAY
    SUITE 404
    FAIRFAX,VA22035     		  PC OPERATIONAL SUPPORT 2,500
    FOUNDATION FOR FAIRFAX COUNTY PUBLIC SCHOOLS
    8115 GATEHOUSE ROAD SUITE 5101
    FALLS CHURCH,VA22042     		  PC OPERATIONAL SUPPORT 2,500
    FAIRFAX PUBLIC LIBRARY FOUNDATION INC
    12000 GOVERNMENT CENTER PARKWAY
    SUITE 329
    FAIRFAX,VA22035     		  PC OPERATIONAL SUPPORT 2,500
    FAIRFAX FISH
    PO BOX 2254
    FAIRFAX,VA22031     		  PC OPERATIONAL SUPPORT 1,000
    FAIRFAX FUTURES
    12011 GOVERNMENT CENTER PKWY SUITE
    920
    FAIRFAX,VA22035     		  PC OPERATIONAL SUPPORT 1,000
    FAIRFAX RELEAF
    12055 GOVERNMENT CENTER PARKWAY
    SUITE 703
    FAIRFAX,VA22035     		  PC OPERATIONAL SUPPORT 1,000
    FALLS CHURCH COMMUNITY SERVICE COUNCIL INC
    7416 ARLINGTON BLVD
    FALLS CHURCH,VA22042     		  PC OPERATIONAL SUPPORT 1,000
    FRIENDS OF THE FALLS CHURCH WINTER EMERGENCY HOMELESS SHELTER
    PO BOX 6979
    FALLS CHURCH,VA220406979     		  PC OPERATIONAL SUPPORT 1,000
    FALLS CHURCH-MCLEAN CHILDREN'S CENTER
    7230 LDYLWOOD RD
    FALLS CHURCH,VA220432714     		  PC OPERATIONAL SUPPORT 1,000
    FIREFIGHTERS AND FRIENDS TO THE RESCUE
    224 BURGESS AVENUE
    ALEXANDRIA,VA22305     		  PC OPERATIONAL SUPPORT 3,000
    FOOD AND FRIENDS
    219 RIGGS ROAD NE
    WASHINGTON,DC20011     		  PC OPERATIONAL SUPPORT 1,000
    FOOD FOR OTHERS
    2938 PROSPERITY AVE
    FAIRFAX,VA22031     		  PC OPERATIONAL SUPPORT 2,500
    FRIENDS OF FRYING PAN FARM PARK
    2709 WEST OX ROAD
    HERNDON,VA20171     		  PC OPERATIONAL SUPPORT 2,500
    GIRL SCOUTS NATION'S CAPITAL
    4301 CONNECTICUT AVE NW
    WASHINGTON,DC20008     		  PC OPERATIONAL SUPPORT 1,000
    GOOD SHEPHERD HOUSING AND FAMILY SERVICES INC
    8305 RICHMOND HIGHWAY SUITE 17B
    ALEXANDRIA,VA22309     		  PC OPERATIONAL SUPPORT 2,500
    HABITAT FOR HUMANITY INTERNATIONAL
    322 WEST LAMAR STREET
    AMERICUS,GA317093543     		  PC OPERATIONAL SUPPORT 1,000
    HABITAT FOR HUMANITY OF NORTHERN VIRGINIA
    6295 EDSALL ROAD SUITE 120
    ALEXANDRIA,VA22312     		  PC OPERATIONAL SUPPORT 500
    HARTFORD FOUNDATION FOR PUBLIC GIVING
    10 COLUMBUS BLVD 8TH FLOOR
    HARTFORD,CT06106     		  PC OPERATIONAL SUPPORT 1,000
    HARVARD COLLEGE FUND
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA021385795     		  PC OPERATIONAL SUPPORT 5,000
    HARVARD MAGAZINE
    PO BOX 414946
    BOSTON,MA022414946     		  PC OPERATIONAL SUPPORT 100
    (LOUDON COMMUNITY HEALTH CENTER DBA) HEALTHWORKS FOR NORTHERN VIRGINIA
    163 FORT EVANS ROAD NE
    LEESBURG,VA20176     		  PC OPERATIONAL SUPPORT 1,000
    (HEBREW HOME OF GREATER WASHINGTON DBA) CHARLES E SMITH LIFE COMMUNITIES
    6121 MONTROSE ROAD
    ROCKVILLE,MD20852     		  PC OPERATIONAL SUPPORT 1,000
    HERNDON-RESTON FISH INC
    336 VICTORY DRIVE
    HERNDON,VA20170     		  PC OPERATIONAL SUPPORT 1,000
    HOMESTRETCH INC
    370 S WASHINGTON ST SUITE 400
    FALLS CHURCH,VA22046     		  PC OPERATIONAL SUPPORT 2,500
    HOUSE OF RUTH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC200771865     		  PC OPERATIONAL SUPPORT 1,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE 34TH FLOOR
    NEW YORK,NY101183299     		  PC OPERATIONAL SUPPORT 1,000
    INSIGHT MEMORY CARE CENTER
    3953 PENDER DRIVE SUITE 100
    FAIRFAX,VA22030     		  PC OPERATIONAL SUPPORT 1,000
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LANE 9TH FLOOR
    NEW YORK,NY10038     		  PC OPERATIONAL SUPPORT 2,500
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND ST
    NEW YORK,NY101681289     		  PC OPERATIONAL SUPPORT 1,000
    JUBILEE JOBS INC
    2712 ONTARIO ROAD NW
    WASHINGTON,DC20009     		  PC OPERATIONAL SUPPORT 1,000
    THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS ATTN CIRCLES OFFICE
    PO BOX 101510
    ARLINGTON,VA22210     		  PC OPERATIONAL SUPPORT 3,000
    KIDS R FIRST
    PO BOX 3242
    RESTON,VA20195     		  PC OPERATIONAL SUPPORT 2,500
    THE KOINONIA FOUNDATION INC
    PO BOX 30878
    ALEXANDRIA,VA22310     		  PC OPERATIONAL SUPPORT 1,000
    KVCR TV 24 - FM 919
    701 SOUTH MOUNT VERNON AVENUE
    SAN BERNARDINO,CA924102798     		  PC OPERATIONAL SUPPORT 1,000
    LANGLEY RESIDENTIAL SUPPORT SERVICES INC
    2070 CHAIN BRIDGE ROAD SUITE G55
    VIENNA,VA22182     		  PC OPERATIONAL SUPPORT 2,000
    LEADERSHIP FAIRFAX
    8230 OLD COURTHOUSE ROAD SUITE 100
    VIENNA,VA22182     		  PC OPERATIONAL SUPPORT 5,000
    LIBERTY'S PROMISE
    2900-A JEFFERSON DAVIS HIGHWAY
    ALEXANDRIA,VA22305     		  PC OPERATIONAL SUPPORT 1,000
    LIFT ME UP
    PO BOX 104
    GREAT FALLS,VA22066     		  PC OPERATIONAL SUPPORT 1,000
    LITERACY COUNCIL OF NORTHERN VIRGINIA INC
    2855 ANNANDALE ROAD
    FALLS CHURCH,VA22042     		  PC OPERATIONAL SUPPORT 1,000
    LORTON COMMUNITY ACTION CENTER (LCAC)
    PO BOX 154
    LORTON,VA221990154     		  PC OPERATIONAL SUPPORT 1,000
    MAIN STREET CHILD DEVELOPMENT CENTER
    4401 SIDEBURN ROAD
    FAIRFAX,VA22030     		  PC OPERATIONAL SUPPORT 1,000
    MARTHA'S TABLE
    2375 ELVANS RD SE
    WASHINGTON,DC20020     		  PC OPERATIONAL SUPPORT 1,000
    MARY'S CENTER FOR MATERNAL AND CHILD CARE
    2333 ONTARIO ROAD NW
    WASHINGTON,DC200092627     		  PC OPERATIONAL SUPPORT 1,000
    MCLEAN COMMUNITY FOUNDATION
    PO BOX 75
    MCLEAN,VA22101     		  PC OPERATIONAL SUPPORT 1,000
    MCLEAN LITTLE LEAGUE
    PO BOX 222
    MCLEAN,VA22101     		  PC OPERATIONAL SUPPORT 1,000
    MCLEAN PROJECT FOR THE ARTS
    1234 INGLESIDE AVE
    MCLEAN,VA22101     		  PC OPERATIONAL SUPPORT 10,000
    MCLEAN ROTARY CLUB FOUNDATION
    PO BOX 561
    MCLEAN,VA22101     		  PC OPERATIONAL SUPPORT 2,000
    MCLEAN VOLUNTEER FIRE DEPT INC
    PO BOX 291
    MCLEAN,VA221010291     		  PC OPERATIONAL SUPPORT 1,000
    MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION
    6699 SPRINGFIELD CENTER DR SUITE
    303
    SPRINGFIELD,VA22150     		  PC OPERATIONAL SUPPORT 2,500
    MOBILE MEDICAL CARE INC
    9309 OLD GEORGETOWN ROAD
    BETHESDA,MD208141620     		  PC OPERATIONAL SUPPORT 1,000
    N STREET VILLAGE INC
    1333 N STREET NW
    WASHINGTON,DC20005     		  PC OPERATIONAL SUPPORT 2,500
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    PO BOX49104
    BALTIMORE,MD21297     		  PC OPERATIONAL SUPPORT 1,000
    NATIONAL CAPITAL POISON CENTER
    3201 NEW MEXICO AVE NW SUITE 310
    WASHINGTON,DC20016     		  PC OPERATIONAL SUPPORT 1,000
    THE NATIONAL CENTER FOR CHILDREN AND FAMILIES
    6301 GREENTREE ROAD
    BETHESDA,MD20817     		  PC OPERATIONAL SUPPORT 1,000
    NATIONAL EATING DISORDERS ASSOCIATION
    1500 BROADWAY SUITE 1101
    NEW YORK,NY10036     		  PC OPERATIONAL SUPPORT 1,000
    NATIONAL JEWISH HEALTH
    PO BOX 17169
    DENVER,CO802170169     		  PC OPERATIONAL SUPPORT 1,000
    NATIONAL MUSEUM OF THE AMERICAN INDIAN
    PO BOX 23473
    WASHINGTON,DC200263473     		  PC OPERATIONAL SUPPORT 1,000
    NATIONAL PARKS AND CONSERVATION ASSOCIATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC200013723     		  PC OPERATIONAL SUPPORT 2,500
    FRIENDS OF THE NATIONAL ZOO
    PO BOX 96753
    WASHINGTON,DC200777294     		  PC OPERATIONAL SUPPORT 1,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH ST
    NEW YORK,NY101140466     		  PC OPERATIONAL SUPPORT 2,500
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA222031606     		  PC OPERATIONAL SUPPORT 1,000
    THE NATURE CONSERVANCY - VIRGINIA CHAPTER
    652 PETER JEFFERSON PARKWAY SUITE
    190
    CHARLOTTESVILLE,VA22911     		  PC OPERATIONAL SUPPORT 1,000
    NEW HOPE HOUSING
    8407-E RICHMOND HWY
    ALEXANDRIA,VA22309     		  PC OPERATIONAL SUPPORT 2,500
    NEW ISRAEL FUND
    PO BOX 177
    LEWISTON,ME042430177     		  PC OPERATIONAL SUPPORT 1,000
    NORTHERN VIRGINIA CONSERVATION TRUST
    4022-A HUMMER ROAD
    ANNANDALE,VA22003     		  PC OPERATIONAL SUPPORT 1,000
    NORTHERN VIRGINIA DENTAL SOCIETY
    4330 EVERGREEN LANE SUITE NO
    ANNANDALE,VA22003     		  PC OPERATIONAL SUPPORT 5,000
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		  PC OPERATIONAL SUPPORT 2,500
    OAR OF FAIRFAX COUNTY INC
    10700 PAGE AVENUE SUITE 200
    FAIRFAX,VA22030     		  PC OPERATIONAL SUPPORT 1,000
    OXFAM AMERICA
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA021142206     		  PC OPERATIONAL SUPPORT 1,000
    PATHWAY HOMES INC
    10201 FAIRFAX BLVD SUITE 200
    FAIRFAX,VA220309822     		  PC OPERATIONAL SUPPORT 2,500
    PHILLIPS BROOKS HOUSE ASSOCIATION
    HARVARD UNIVERSITY
    CAMBRIDGE,MA021386565     		  PC OPERATIONAL SUPPORT 1,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM ST
    NEW YORK,NY10038     		  PC OPERATIONAL SUPPORT 2,500
    PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON INC
    1225 4TH ST NE
    WASHINGTON,DC20002     		  PC OPERATIONAL SUPPORT 2,500
    POINT REYES NATIONAL SEASHORE ASSOCIATION
    1 BEAR VALLEY ROAD BUILDING 70
    POINT REYES STATION,CA94956     		  PC OPERATIONAL SUPPORT 2,500
    PRINCETON UNIVERSITY SCHOOL OF PUBLIC AND INTERNATIONAL AFFAIRS ANNUAL GIVI
    PO BOX 5357
    PRINCETON,NJ085435357     		  PC OPERATIONAL SUPPORT 1,000
    PRS INC
    10455 WHITE GRANITE DRIVE SUITE 400
    OAKTON,VA22124     		  PC OPERATIONAL SUPPORT 1,000
    QUALITY OF LIFE PLUS (QL) PROGRAM
    6748 OLD MCLEAN VILLAGE DRIVE SUITE
    200
    MCLEAN,VA22101     		  PC OPERATIONAL SUPPORT 1,000
    REBUILDING TOGETHER -ARLINGTONFAIRFAXFALLS CHURCH
    10723 MAIN STREET SUITE 135
    FAIRFAX,VA22030     		  PC OPERATIONAL SUPPORT 500
    ROTARY FOUNDATION OF ROTARY INTERNATIONAL ONE ROTARY CENTER
    1560 SHERMAN AVENUE
    EVANSTON,IL602013698     		  PC OPERATIONAL SUPPORT 2,500
    SAFE COMMUNITY COALITION
    PO BOX 7001
    MCLEAN,VA22106     		  PC OPERATIONAL SUPPORT 1,000
    (ABUSED AND HOMELESS CHILDRENS REFUGE DBA) SECOND STORY
    PO BOX 694
    DUNN LORING,VA22027     		  PC OPERATIONAL SUPPORT 2,500
    SHARE INC
    PO BOX 210
    MCLEAN,VA22101     		  PC OPERATIONAL SUPPORT 2,500
    SHELTERBOX USA
    8374 MARKET ST SUITE 203
    LAKEWOOD RANCH,FL34202     		  PC OPERATIONAL SUPPORT 1,000
    SHELTER HOUSE INC
    PO BOX4081
    FALLS CHURCH,VA22044     		  PC OPERATIONAL SUPPORT 2,500
    SHEPHERD'S TABLE INC
    8106 GEORGIA AVE
    SILVER SPRING,MD20910     		  PC OPERATIONAL SUPPORT 1,000
    SO OTHERS MIGHT EAT
    71 O STREET NW
    WASHINGTON,DC200011290     		  PC OPERATIONAL SUPPORT 1,000
    STROKE COMEBACK CENTER
    145 PARK STREET SE
    VIENNA,VA22180     		  PC OPERATIONAL SUPPORT 1,000
    TEMPLE RODEF SHALOM
    2100 WESTMORELAND ST
    FALLS CHURCH,VA22043     		  PC OPERATIONAL SUPPORT 2,000
    THRIVE DC
    1525 NEWTON STREET NW SUITE G1
    WASHINGTON,DC20010     		  PC OPERATIONAL SUPPORT 1,000
    US FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		  PC OPERATIONAL SUPPORT 1,000
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAUL WALLENBERG PL SW
    WASHINGTON,DC200242126     		  PC OPERATIONAL SUPPORT 1,000
    UNITED COMMUNITY
    7511 FORDSON ROAD
    ALEXANDRIA,VA22306     		  PC OPERATIONAL SUPPORT 1,000
    UNIVERSITY OF REDLANDS OFFICE OF DEVELOPMENT
    1200 E COLTON AVE PO BOX 3080
    REDLANDS,CA92373     		  PC OPERATIONAL SUPPORT 5,000
    THE VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
    201 N HAMILTON STREET
    RICHMOND,VA23221     		  PC OPERATIONAL SUPPORT 1,000
    VIRGINIA MUSEUM FOUNDATION
    200 N ARTHUR ASHE BOULEVARD
    RICHMOND,VA23220     		  PC OPERATIONAL SUPPORT 1,000
    VIRGINIA TECH FOUNDATION INC
    902 PRICES FORK ROAD
    BLACKSBURG,VA24060     		  PC OPERATIONAL SUPPORT 2,500
    VOLUNTEER FAIRFAX
    10700 PAGE AVENUE SUITE 100
    FAIRFAX,VA22030     		  PC OPERATIONAL SUPPORT 2,500
    WASHINGTON AREA FUEL FUND
    PO BOX 1999
    WASHINGTON,DC200131999     		  PC OPERATIONAL SUPPORT 2,500
    WAMU
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC200168082     		  PC OPERATIONAL SUPPORT 1,000
    WASHINGTON NATIONALS DREAM FOUNDATION
    1500 SOUTH CAPITOL STREET SE
    WASHINGTON,DC20003     		  PC OPERATIONAL SUPPORT 1,000
    WESLEY HOUSING DEVELOPMENT CORPORATION
    5515 CHEROKEE AVENUE SUITE 200
    ALEXANDRIA,VA22312     		  PC OPERATIONAL SUPPORT 2,500
    WESTERN PENNSYLVANIA CONSERVANCY
    800 WATERFRONT DRIVE
    PITTSBURGH,PA15222     		  PC OPERATIONAL SUPPORT 1,000
    WETA
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206     		  PC OPERATIONAL SUPPORT 1,000
    WESTERN FAIRFAX CHRISTIAN MINISTRIES (WFCM)
    PO BOX 220802
    CHANTILLY,VA20153     		  PC OPERATIONAL SUPPORT 1,000
    WHITMAN-WALKER HEALTH
    1377 R STREET NW SUITE 200
    WASHINGTON,DC20009     		  PC OPERATIONAL SUPPORT 1,000
    WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		  PC OPERATIONAL SUPPORT 2,500
    WOLF TRAP FOUNDATION
    1645 TRAP ROAD
    VIENNA,VA221829835     		  PC OPERATIONAL SUPPORT 5,000
    THE WOMEN'S CENTER
    133 PARK STREET NE
    VIENNA,VA221804602     		  PC OPERATIONAL SUPPORT 1,000
    WORKHOUSE ARTS FOUNDATION
    9518 WORKHOUSE WAY
    LORTON,VA22079     		  PC OPERATIONAL SUPPORT 2,500
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		  PC OPERATIONAL SUPPORT 1,000
    ZOOLOGICAL SOCIETY OF SAN DIEGO
    PO BOX 120551
    SAN DIEGO,CA921120551     		  PC OPERATIONAL SUPPORT 1,000
    Total .................................bullet 3a 274,600
    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 85  
    4 Dividends and interest from securities....     14 103,385  
    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 ............     		    18 159,848  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 263,318 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    263,318
    (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:
    THE JV SCHIRO ZAVELA FOUNDATION
    EIN:
    52-1802117
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,950 2,475   2,475

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE JV SCHIRO ZAVELA FOUNDATION
    EIN:
    52-1802117
    Name of Stock End of Year Book Value End of Year Fair Market Value
    630.000 ABBOTT LABS 37,006 68,979
    547.000 ABBVIE INC 33,470 58,611
    460.000 ACTIVISION BLIZZARD INC 29,997 42,711
    95.000 ADOBE INC 47,179 47,511
    97.000 ALPHABET INC CL C COM 68,065 169,932
    61.000 AMAZON COM INC 48,827 198,673
    335.000 ANALOG DEVICES INC 47,012 49,490
    1,520.000 APPLE INC 27,757 201,689
    195.000 BERKSHIRE HATHAWAY INC DEL NEW CL B COM 38,918 45,215
    108.000 BLACKROCK INC CL A 20,368 77,926
    810.000 BLACKSTONE GROUP INC CL A COM 39,354 52,496
    459.000 CHEVRON CORP 22,223 38,763
    1,923.000 CISCO SYS INC 43,495 86,054
    435.000 CITIGROUP INC NEW COM 33,465 26,822
    540.000 COMCAST CORP NEW CL A COM 12,968 28,296
    1,140.000 CONOCOPHILLIPS 35,935 45,589
    235.000 CONSTELLATION BRANDS INC CL A 50,300 51,477
    590.000 CVS HEALTH CORP 44,737 40,297
    415.000 DANAHER CORP DEL 35,649 92,188
    110.000 DEXCOM INC COM 39,066 40,669
    411.000 DISNEY WALT CO COM DISNEY 39,978 74,465
    30.000 EQUINIX INC REITS 20,317 21,425
    275.000 FACEBOOK INC CL A COM 53,298 75,119
    269.000 GENERAL DYNAMICS CORP 38,200 40,033
    161.000 GOLDMAN SACHS GROUP INC 37,031 42,457
    500.000 HOME DEPOT INC 14,275 132,810
    344.000 HONEYWELL INTL INC 10,524 73,169
    1,117.000 JP MORGAN CHASE & CO 28,890 141,937
    153.000 JOHNSON &JOHNSON 7,169 24,079
    148.000 LOCKHEED MARTIN CORP 28,183 52,537
    163.000 L3HARRIS TECHNOLOGIES INC 34,004 30,810
    1,070.000 MARVELL TECHNOLOGY GROUP LTD BERMUDA 26,664 50,868
    155.000 MASTERCARD INC CL A COM 53,790 55,326
    240.000 MCDONALDS CORP 6,319 51,499
    650.000 MERCK & CO INC NEW COM 14,938 53,170
    907.000 MICROSOFT CORP 18,005 201,735
    725.000 MONDELEZ INTL INC 31,815 42,391
    765.000 MORGAN STANLEY 42,310 52,425
    1,112.000 NEXTERA ENERGY INC 25,513 85,791
    462.000 NIKE INC CL B 26,160 65,359
    120.000 NORTHROP GRUMMAN CORP 37,792 36,566
    95.000 NVIDIA CORP 26,771 49,609
    530.000 PAYPAL HOLDINGS INC 44,069 124,126
    429.000 PEPSICO INC 41,193 63,621
    220.000 PROLOGIS INC REITS 19,238 21,925
    268.000 SEMPRA ENERGY 20,664 34,146
    580.000 STARBUCKS CORP 32,577 62,048
    441.000 TEXAS INSTRS INC 10,954 72,381
    934.000 TJX COS INC NEW 33,087 63,783
    377.000 UNITED PARCEL SVC INC CL B 30,564 63,487
    88.000 UNITEDHEALTH GROUP INC 9,857 30,860
    335.000 US BANCORP DEL COM NEW 7,403 15,608
    282.000 VERIZON COMMUNICATIONS INC 8,448 16,567
    245.000 VERTEX PHARMACEUTICALSINC 40,823 57,903
    797.000 VISA INC CL A COM 60,642 174,328
    387.000 WALMART INC 30,909 55,786
    340.000 WASTE MGMT INC DEL 8,086 40,096
    270.000 ALEXION PHARMACEUTICALS INC 33,003 42,185
    2,092.000 ISHARES RUSSELL MID-CAP ETF 98,302 143,407
    122.000 OTIS WORLDWIDE CORP 6,541 8,241
    325.000 PERKINELMER INC 45,149 46,637
    765.000 TELADOC HEALTH INC 32,091 152,969
    745.000 ISHARES RUSSELL 2000 ETF 99,251 146,065
    7,485.030 MFS RESEARCH INTERNATIONAL FUND CL R6 150,000 164,521
    316.000 ALIBABA GROUP HLDG LTD ADS CAYMAN ISLANDS 39,387 73,543
    908.000 ISHARES CORE MSCI EMERGING MKTS ETF 39,620 56,332
    1001.000 T ROWE PRICE EMERGING MARKETS STOCKS FUND CL I 44,005 54,926
    12,368.747 BLACKSTONE ALTERNATIVE MULTI-STRATEGY FUND-ISTL 113,792 126,656

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE JV SCHIRO ZAVELA FOUNDATION
    EIN:
    52-1802117
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD 500 INDEX FUND AT COST 475,788 1,990,517
    TIFF SHORT TERM FUND AT COST 63,666 63,126

    TY 2020 OtherExpensesSchedule
    Name:
    THE JV SCHIRO ZAVELA FOUNDATION
    EIN:
    52-1802117
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 8,565 8,565   0
    POSTAGE FEES 100 100   0
    INVESTMENT FEES 6 6   0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE JV SCHIRO ZAVELA FOUNDATION
    EIN:
    52-1802117
    Description Amount
    2019 FEDERAL TAX RETURN REFUND 4,718
    NONTAXABLE DIVIDEND 411


    TY 2020 TaxesSchedule
    Name:
    THE JV SCHIRO ZAVELA FOUNDATION
    EIN:
    52-1802117
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 510 510   0