Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,419,930
J 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) 125
2 Check right arrow.............
3 Interest on savings and temporary cash investments 86 86  
4 Dividends and interest from securities... 118,860 119,712  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 140,553
b Gross sales price for all assets on line 6a 936,866
7 Capital gain net income (from Part IV, line 2)... 140,553
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........ 259,624 260,351  
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)....... 6,663 3,332   3,331
c Other professional fees (attach schedule).... 9,075 9,075   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,147 147   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 402 13   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,287 12,567   3,456
25 Contributions, gifts, grants paid....... 336,100 336,100
26 Total expenses and disbursements. Add lines 24 and 25 364,387 12,567   339,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -104,763
b Net investment income (if negative, enter -0-) 247,784
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 7,738 17,711 17,711
2 Savings and temporary cash investments......... 16,540 185,430 185,430
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,983,192 Click to see attachment
List of Attached Documents:
// Content
2,547,409
4,453,944
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 542,050 Click to see attachment
List of Attached Documents:
// Content
694,977
2,762,845
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
734
Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,550,254 3,445,527 7,419,930
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,294,716 1,294,592
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,255,538 2,150,935
29 Total net assets or fund balances (see instructions)..... 3,550,254 3,445,527
30 Total liabilities and net assets/fund balances (see instructions). 3,550,254 3,445,527
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
3,550,254
2
Enter amount from Part I, line 27a .....................
2
-104,763
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
160
4
Add lines 1, 2, and 3 ..........................
4
3,445,651
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
124
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,445,527
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES - BANK OF AMERICA #9159     2023-12-31
b   P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 936,807   796,313 140,494
b       0
c 59     59
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       140,494
b       0
c       59
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 140,553
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
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 right arrow 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) 1 3,444
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,444
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 3,444
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,810
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 9,810
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,366
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,366 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowJEAN L SCHIRO-ZAVELA Telephone no.right arrow (703) 749-7679

Located atright arrow1223 EARNESTINE STREETMCLEANVA ZIP+4right arrow221012646
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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,VA221012646
VANCE S ZAVELA TRUSTEE
1.00
0 0 0
1223 EARNESTINE STREET
MCLEAN,VA221012646
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
6,677,746
b
Average of monthly cash balances.......................
1b
286,083
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,963,829
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
6,963,829
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
104,457
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,859,372
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
342,969
Part X
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 IX, line 6..................
1
342,969
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,444
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,444
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
339,525
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
339,525
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 XII, line 1 ...
7
339,525
Part XI
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
339,556
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
339,556
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 339,525
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 335,086
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 339,556
a Applied to 2022, but not more than line 2a 335,086
b Applied to undistributed income of prior years
(Election required—see instructions).....
Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 4,470
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
335,055
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

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 DISEASE AND RELATED DISORDERS (AKA ALZHEIMER'S ASSOCIATION)

225 NORTH MICHIGAN AVENUE SUITE
1700
CHICAGO,IL60601
  PC OPERATIONAL SUPPORT 1,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION (AKA ACLU)

125 BROAD STREET 18TH FLOOR
NEW YORK,NY100042400
  PC OPERATIONAL SUPPORT 1,000

AMERICAN CIVIL LIBERTIES UNION OF VIRGINIA FOUNDATION

701 E FRANKLIN STREET 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 (AKA ADL)

605 THIRD AVENUE
NEW YORK,NY10158
  PC OPERATIONAL SUPPORT 2,500

ARLINGTON FOOD ASSISTANCE CENTER (AKA AFAC)

2708 S NELSON STREET
ARLINGTON,VA22206
  PC OPERATIONAL SUPPORT 2,500

ARLINGTON FREE CLINIC INC (AKA AFC)

2921 11TH STREET SOUTH
ARLINGTON,VA22204
  PC OPERATIONAL SUPPORT 1,000

ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING INC (AKA AFAH)

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

BETHESDA COMMUNITY BASEBALL CLUB (AKA BETHESDA BIG TRAIN)

7211 EXETER ROAD
BETHESDA,MD20814
  PC OPERATIONAL SUPPORT 1,000

BREAD FOR THE CITY INC

1525 SEVENTH STREET NW
WASHINGTON,DC20001
  PC OPERATIONAL SUPPORT 1,000

BREASTFEEDING OUTREACH FOR GREATER WASHINGTON AKA THE BREASTFEEDING CENTER

1020 19TH STREET NW SUITE 150
WASHINGTON,DC20036
  PC OPERATIONAL SUPPORT 1,000

BRITEPATHS INC

3959 PENDER DRIVE SUITE 200
FAIRFAX,VA22030
  PC OPERATIONAL SUPPORT 2,500

CALIFORNIA INLAND EMPIRE COUNCIL BSA

2351 W LUGONIA AVENUE SUITE F
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

CASE WESTERN RESERVE UNIVERSITY PARENTS AND FAMILY FUND

10900 EUCLID AVENUE
CLEVELAND,OH441067035
  PC OPERATIONAL SUPPORT 1,000

CHARLES E SMITH LIFE COMMUNITIES

6121 MONTROSE ROAD
ROCKVILLE,MD20852
  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 5,000

CHILDREN'S HOSPITAL FOUNDATION

111 MICHIGAN AVENUE NW
WASHINGTON,DC200102970
  PC OPERATIONAL SUPPORT 2,500

CHO - COMMITTEE FOR HELPING OTHERS

PO BOX 233
VIENNA,VA22183
  PC OPERATIONAL SUPPORT 1,000

COMMUNITY FOUNDATION FOR NORTHERN VA - NOVA PARKS FUND MEADOWLARK GARDENS

3201 JERMANTOWN ROAD SUITE 660
FAIRFAX,VA22030
  PC OPERATIONAL SUPPORT 1,000

COMMUNITY FOUNDATION FOR NORTHERN VA

3201 JERMANTOWN ROAD SUITE 660
FAIRFAX,VA22030
  PC OPERATIONAL SUPPORT 5,000

CORE FOUNDATION - HELPING HUNGRY KIDS PROGRAM

PO BOX 3631
RESTON,VA20195
  PC OPERATIONAL SUPPORT 2,500

CORNERSTONES INC

11150 SUNSET HILLS ROAD SUITE 210
RESTON,VA20190
  PC OPERATIONAL SUPPORT 5,000

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVENUE SUITE 35
BETHESDA,MD20814
  PC OPERATIONAL SUPPORT 1,000

DC CENTRAL KITCHEN

2121 FIRST STREET SW
WASHINGTON,DC20024
  PC OPERATIONAL SUPPORT 2,500

DAYS END FARM HORSE RESCUE

PO BOX 309
LISBON,MD21765
  PC OPERATIONAL SUPPORT 1,000

DODGERS DREAM FOUNDATION

1000 VINCE SCULLY AVENUE
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

EDUCATE FAIRFAX

8115 GATEHOUSE ROAD SUITE 5101
FALLS CHURCH,VA22042
  PC OPERATIONAL SUPPORT 2,500

ENERGYSHARE

PO BOX 91717
RICHMOND,VA232919717
  PC OPERATIONAL SUPPORT 2,500

ENGLISH EMPOWERMENT CENTER

2855 ANNANDALE ROAD
FALLS CHURCH,VA22042
  PC OPERATIONAL SUPPORT 1,000

EQUINE RESCUE LEAGUE

PO BOX 4366
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

FAIRFAX FISH

PO BOX 2254
FAIRFAX,VA22031
  PC OPERATIONAL SUPPORT 1,000

FAIRFAX FUTURES

12011 GOVERNMENT CENTER PARKWAY
SUITE 920
FAIRFAX,VA22035
  PC OPERATIONAL SUPPORT 1,000

FAIRFAX PUBLIC LIBRARY FOUNDATION INC

12000 GOVERNMENT CENTER PARKWAY
SUITE 329
FAIRFAX,VA22035
  PC OPERATIONAL SUPPORT 2,500

FAIRFAX RELEAF

12055 GOVERNMENT CENTER PARKWAY
SUITE 703
FAIRFAX,VA22035
  PC OPERATIONAL SUPPORT 1,000

FALLS CHURCH COMMUNITY SERVICE COUNCIL INC

7416 ARLINGTON BOULEVARD
FALLS CHURCH,VA22042
  PC OPERATIONAL SUPPORT 1,000

FALLS CHURCH-MCLEAN CHILDREN'S CENTER

7230 IDYLWOOD ROAD
FALLS CHURCH,VA220432714
  PC OPERATIONAL SUPPORT 1,000

FIREFIGHTERS AND FRIENDS TO THE RESCUE

224 BURGESS AVENUE
ALEXANDRIA,VA22305
  PC OPERATIONAL SUPPORT 3,500

FOOD AND FRIENDS

219 RIGGS ROAD NE
WASHINGTON,DC20011
  PC OPERATIONAL SUPPORT 1,000

FOOD FOR OTHERS

2938 PROSPERITY AVENUE
FAIRFAX,VA22031
  PC OPERATIONAL SUPPORT 5,000

FOS FEMINISTA

125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY10038
  PC OPERATIONAL SUPPORT 1,000

FRIENDS OF ACADIA

PO BOX 45
BAR HARBOR,ME04609
  PC OPERATIONAL SUPPORT 1,000

FRIENDS OF FAIRFAX COUNTY ANIMAL SHELTER

PO BOX 2321
CENTREVILLE,VA20122
  PC OPERATIONAL SUPPORT 1,000

FRIENDS OF FRYING PAN FARM PARK

2709 WEST OX ROAD
HERNDON,VA20171
  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

FRIENDS OF THE MCLEAN COMMUNITY CENTER

1234 INGLESIDE AVENUE
MCLEAN,VA22101
  PC OPERATIONAL SUPPORT 1,000

GIRL SCOUTS NATION'S CAPITAL

4301 CONNECTICUT AVENUE NW SUITE
M-2
WASHINGTON,DC20008
  PC OPERATIONAL SUPPORT 1,000

GOOD SHEPHERD HOUSING AND FAMILY SERVICES INC

PO BOX 1266
NEWINGTON,VA221229998
  PC OPERATIONAL SUPPORT 5,000

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 1,000

HARTFORD FOUNDATION FOR PUBLIC GIVING - CATALYST ENDOWMENT FUND

10 COLUMBUS BOULEVARD 8TH FLOOR
HARTFORD,CT06106
  PC OPERATIONAL SUPPORT 1,000

HARVARD COLLEGE FUND

124 MOUNT AUBURN STREET
CAMBRIDGE,MA021385795
  PC OPERATIONAL SUPPORT 2,500

HARVARD MAGAZINE

PO BOX 414946
BOSTON,MA022414946
  PC OPERATIONAL SUPPORT 100

HEALTHWORKS FOR NORTHERN VIRGINIA

163 FORT EVANS ROAD NE
LEESBURG,VA20176
  PC OPERATIONAL SUPPORT 1,000

HERNDON-RESTON FISH INC

336 VICTORY DRIVE
HERNDON,VA20170
  PC OPERATIONAL SUPPORT 1,000

HOLDEN FORESTS AND GARDENS

PO BOX 74422
CLEVELAND,OH441940002
  PC OPERATIONAL SUPPORT 1,000

HOMESTRETCH INC

370 S WASHINGTON STREET SUITE 400
FALLS CHURCH,VA22046
  PC OPERATIONAL SUPPORT 5,000

HOUSE OF RUTH

5 THOMAS CIRCLE NW
WASHINGTON,DC200771865
  PC OPERATIONAL SUPPORT 1,000

INSIGHT MEMORY CARE CENTER

3953 PENDER DRIVE SUITE 100
FAIRFAX,VA22030
  PC OPERATIONAL SUPPORT 1,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY101681289
  PC OPERATIONAL SUPPORT 1,000

JUBILEE JOBS INC

2712 ONTARIO ROAD NW
WASHINGTON,DC20009
  PC OPERATIONAL SUPPORT 1,000

KIDS R FIRST

PO BOX 3242
RESTON,VA20195
  PC OPERATIONAL SUPPORT 5,000

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 2,500

LEADERSHIP FAIRFAX

8230 OLD COURTHOUSE ROAD SUITE 100
VIENNA,VA22182
  PC OPERATIONAL SUPPORT 5,000

LEGAL SERVICES OF NORTHERN VIRGINIA

10700 PAGE AVENUE SUITE 100
FAIRFAX,VA22030
  PC OPERATIONAL SUPPORT 1,000

LIBERTY'S PROMISE

2900-A RICHMOND HIGHWAY
ALEXANDRIA,VA22305
  PC OPERATIONAL SUPPORT 1,000

LIFT ME UP

PO BOX 104
GREAT FALLS,VA22066
  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 ROAD SE
WASHINGTON,DC20020
  PC OPERATIONAL SUPPORT 2,500

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 AVENUE
MCLEAN,VA22101
  PC OPERATIONAL SUPPORT 10,000

MCLEAN ROTARY CLUB FOUNDATION

PO BOX 561
MCLEAN,VA22101
  PC OPERATIONAL SUPPORT 4,500

MCLEAN VOLUNTEER FIRE DEPT INC

PO BOX 291
MCLEAN,VA221010291
  PC OPERATIONAL SUPPORT 1,000

MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION

6699 SPRINGFIELD CENTER DRIVE SUITE
303
SPRINGFIELD,VA22150
  PC OPERATIONAL SUPPORT 5,000

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 1,000

NATIONAL ALLIANCE ON MENTAL ILLNESS

PO BOX 49104
BALTIMORE,MD21297
  PC OPERATIONAL SUPPORT 1,000

NATIONAL CAPITAL POISON CENTER

3201 NEW MEXICO AVENUE NW SUITE 310
WASHINGTON,DC20016
  PC OPERATIONAL SUPPORT 1,000

NATIONAL EATING DISORDERS ASSOCIATION

3308 PRESTON ROAD SUITE 350 PMG 111
PLANO,TX75093
  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 PARK FOUNDATION

PO BOX 17394
BALTIMORE,MD212989450
  PC OPERATIONAL SUPPORT 1,000

NATIONAL PARKS AND CONSERVATION ASSOCIATION

777 6TH STREET NW SUITE 700
WASHINGTON,DC200013723
  PC OPERATIONAL SUPPORT 2,500

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY101140466
  PC OPERATIONAL SUPPORT 2,500

NATURE FORWARD

8940 JONES MILL ROAD
CHEVY CHASE,MD208154799
  PC OPERATIONAL SUPPORT 1,000

NEW HOPE HOUSING

8407-E RICHMOND HIGHWAY
ALEXANDRIA,VA22309
  PC OPERATIONAL SUPPORT 5,000

NEW ISRAEL FUND

PO BOX 70358
PHILADELPHIA,PA191760358
  PC OPERATIONAL SUPPORT 1,000

NORTHERN VIRGINIA CONSERVATION TRUST

4022-A HUMMER ROAD
ANNANDALE,VA22003
  PC OPERATIONAL SUPPORT 1,000

NORTHERN VIRGINIA DENTAL SOCIETY

8221 WILLOW OAKS CORPORATE DRIVE
SUITE 450
FAIRFAX,VA22031
  PC OPERATIONAL SUPPORT 5,000

NORTHERN VIRGINIA FAMILY SERVICE

10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124
  PC OPERATIONAL SUPPORT 5,000

OAR OF FAIRFAX COUNTY INC

10700 PAGE AVENUE SUITE 200
FAIRFAX,VA22030
  PC OPERATIONAL SUPPORT 1,000

OXFAM AMERICA

77 NORTH WASHINGTON STREET SUITE
500
BOSTON,MA02114
  PC OPERATIONAL SUPPORT 1,000

PATHWAY HOMES INC

10201 FAIRFAX BOULEVARD 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 STREET
NEW YORK,NY10038
  PC OPERATIONAL SUPPORT 5,000

PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON INC

1225 4TH STREET 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

POTOMAC CONSERVANCY INC

962 WAYNE AVENUE SUITE 540
SILVER SPRING,MD20910
  PC OPERATIONAL SUPPORT 1,000

PRINCETON UNIVERSITY SCHOOL OF PUBLIC & INTERNATIONAL AFFAIRS ANNUAL GIVING

PO BOX 5357
PRINCETON,NJ085435357
  PC OPERATIONAL SUPPORT 2,500

PRS INC

10455 WHITE GRANITE DRIVE SUITE 400
OAKTON,VA22124
  PC OPERATIONAL SUPPORT 1,000

QUALITY OF LIFE PLUS (QL) PROGRAM

1544 SPRING HILL ROAD PO BOX 9927
MCLEAN,VA22102
  PC OPERATIONAL SUPPORT 1,000

RAINFOREST ALLIANCE

27 EAST 28TH ST 8TH FLOOR
NEW YORK,NY10016
  PC OPERATIONAL SUPPORT 1,000

REBUILDING TOGETHER - ARLINGTONFAIRFAXFALLS CHURCH

10723 MAIN STREET SUITE 135
FAIRFAX,VA22030
  PC OPERATIONAL SUPPORT 1,000

ROTARY FOUNDATION OF ROTARY INTERNATIONAL

14280 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
  PC OPERATIONAL SUPPORT 5,000

SAN DIEGO ZOO WILDLIFE ALLIANCE

PO BOX 120551
SAN DIEGO,CA921120551
  PC OPERATIONAL SUPPORT 5,000

SANTA CLAUS INCORPORATED

PO BOX 2642
SAN BERNARDINO,CA92406
  PC OPERATIONAL SUPPORT 2,000

SECOND STORY -THE ABUSED AND HOMELESS CHILDREN'S REFUGE

PO BOX 694
DUNN LORING,VA22027
  PC OPERATIONAL SUPPORT 2,500

SHARE INC

PO BOX 210
MCLEAN,VA22101
  PC OPERATIONAL SUPPORT 5,000

SHELTER HOUSE INC

PO BOX 4081
FALLS CHURCH,VA22044
  PC OPERATIONAL SUPPORT 5,000

SHELTERBOX USA

PO BOX 103299
PASADENA,CA911893299
  PC OPERATIONAL SUPPORT 1,000

SHEPHERD'S TABLE INC

8106 GEORGIA AVENUE
SILVER SPRING,MD20910
  PC OPERATIONAL SUPPORT 1,000

SO OTHERS MIGHT EAT

71 O STREET NW
WASHINGTON,DC200011290
  PC OPERATIONAL SUPPORT 2,500

STROKE COMEBACK CENTER

145 PARK STREET SE
VIENNA,VA22180
  PC OPERATIONAL SUPPORT 1,000

TEMPLE RODEF SHALOM

2100 WESTMORELAND STREET
FALLS CHURCH,VA22043
  PC OPERATIONAL SUPPORT 2,000

THE ARC OF NORTHERN VIRGINIA

3060 WILLIAMS DRIVE SUITE 300
FAIRFAX,VA22031
  PC OPERATIONAL SUPPORT 1,000

THE CARTER CENTER

ONE COPENHILL 453 JOHN LEWIS
FREEDOM PARKWAY NE
ATLANTA,GA303071496
  PC OPERATIONAL SUPPORT 1,000

THE COLONIAL WILLIAMSBURG FOUNDATION

PO BOX 1776
WILLIAMSBURG,VA231871776
  PC OPERATIONAL SUPPORT 1,000

THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS

PO BOX 101510
ARLINGTON,VA22210
  PC OPERATIONAL SUPPORT 4,000

THE NATIONAL CENTER FOR CHILDREN AND FAMILIES

6301 GREENTREE ROAD
BETHESDA,MD20817
  PC OPERATIONAL SUPPORT 1,000

THE NATURE CONSERVANCY - VIRGINIA CHAPTER

652 PETER JEFFERSON PARKWAY SUITE
190
CHARLOTTESVILLE,VA22911
  PC OPERATIONAL SUPPORT 2,500

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA222031606
  PC OPERATIONAL SUPPORT 2,500

THE WOMEN'S CENTER

8230 OLD COURTHOUSE ROAD
VIENNA,VA22182
  PC OPERATIONAL SUPPORT 1,000

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 PLACE 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 AVENUE PO BOX 3080
REDLANDS,CA92373
  PC OPERATIONAL SUPPORT 6,000

VIRGINIA LEAGUE FOR PLANNED PARENTHOOD

201 N HAMILTON STREET
RICHMOND,VA23221
  PC OPERATIONAL SUPPORT 2,500

VIRGINIA MUSEUM FOUNDATION

200 N ARTHUR ASHE BOULEVARD
RICHMOND,VA23220
  PC OPERATIONAL SUPPORT 1,000

VIRGINIA TECH FOUNDATION INC - VIRGINIA TECH ADVANCEMENT DIVISION

UNIVERSITY GATEWAY CENTER 902
PRICES FORK ROAD
BLACKSBURG,VA24060
  PC OPERATIONAL SUPPORT 2,500

VOLUNTEER FAIRFAX

12015 ROUTE 50 SUITE 225
FAIRFAX,VA22033
  PC OPERATIONAL SUPPORT 2,500

WAMU

4400 MASSACHUSETTS AVENUE NW
WASHINGTON,DC200168082
  PC OPERATIONAL SUPPORT 1,000

WASHINGTON AREA FUEL FUND

PO BOX 1999
WASHINGTON,DC200131999
  PC OPERATIONAL SUPPORT 2,500

WASHINGTON DRAMA SOCIETY INC (AKA ARENA STAGE)

1101 6TH STREET SW
WASHINGTON,DC200770832
  PC OPERATIONAL SUPPORT 5,000

WASHINGTON NATIONALS DREAM FOUNDATION

NATIONALS PARK 1500 SOUTH CAPITOL
STREET SE
WASHINGTON,DC20003
  PC OPERATIONAL SUPPORT 1,000

WESLEY HOUSING DEVELOPMENT CORPORATION

2311 HUNTINGTON AVENUE
ALEXANDRIA,VA22303
  PC OPERATIONAL SUPPORT 5,000

WESTERN FAIRFAX CHRISTIAN MINISTRIES (WFCM)

PO BOX 220802
CHANTILLY,VA20153
  PC OPERATIONAL SUPPORT 1,000

WESTERN PENNSYLVANIA CONSERVANCY

800 WATERFRONT DRIVE
PITTSBURGH,PA15222
  PC OPERATIONAL SUPPORT 1,000

WETA

3939 CAMPBELL AVENUE
ARLINGTON,VA22206
  PC OPERATIONAL SUPPORT 1,000

WHITMAN-WALKER HEALTH

1377 R STREET NW SUITE 200
WASHINGTON,DC20009
  PC OPERATIONAL SUPPORT 1,000

WILDERNESS SOCIETY

1801 PENNSYLVANIA AVENUE NW SUITE
200
WASHINGTON,DC20036
  PC OPERATIONAL SUPPORT 2,500

WILLIAM & MARY

PO BOX 1693
WILLIAMSBURG,VA231871693
  PC OPERATIONAL SUPPORT 1,000

WOLF TRAP FOUNDATION

1645 TRAP ROAD
VIENNA,VA221829835
  PC OPERATIONAL SUPPORT 5,000

WORKHOUSE ARTS FOUNDATION

9518 WORKHOUSE WAY
LORTON,VA22079
  PC OPERATIONAL SUPPORT 5,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037
  PC OPERATIONAL SUPPORT 1,000
Total .................................right arrow 3a 336,100
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 86  
4 Dividends and interest from securities ....     14 118,860  
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 ............
    18 140,553  
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) .. 0 259,499 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
259,499
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE JV SCHIRO ZAVELA FOUNDATION
EIN:
52-1802117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,663 3,332   3,331

TY 2023 AppliedToPriorYearElection
Name:
THE JV SCHIRO ZAVELA FOUNDATION
EIN:
52-1802117
Election:
THE FOUNDATION IS MAKING AN ELECTION ON THE 2023 FROM 990-PF TO APPLY $3,068 FROM 2020 AS UNDISTRIBUTED INCOME FROM A PRIOR YEAR

TY 2023 InvestmentsCorpStockSchedule
Name:
THE JV SCHIRO ZAVELA FOUNDATION
EIN:
52-1802117
Name of Stock End of Year Book Value End of Year Fair Market Value
531.000 ABBOTT LABS 31,443 58,447
90.000 ADOBE INC. 42,847 53,694
1,133.000 ALPHABET INC. CL C 37,915 159,674
858.000 AMAZON.COM INC. 32,799 130,365
1,522.000 APPLE INC. 44,390 293,031
286.000 BERKSHIRE HATHAWAY INC. DEL NEW CL B 65,572 102,005
55.000 BLACKROCK INC. CL A 10,372 44,649
387.000 CHEVRON CORP. 16,417 57,725
590.000 CISCO SYS INC. 12,683 29,807
600.000 CONOCOPHILLIPS 18,913 69,642
859.000 CVS HEALTH CORP. 71,254 67,827
397.000 DISNEY WALT CO. 36,594 35,845
23.000 EQUINIX INC. 15,576 18,524
60.000 METAPLATFORMS INC. 19,936 21,238
195.000 HOME DEPOT INC. 4,732 67,577
201.000 HONEYWELL INTL INC. 5,959 42,152
505.000 JP MORGAN CHASE & CO. 10,557 85,901
261.000 JOHNSON & JOHNSON 27,987 40,909
129.000 L3HARRIS TECHNOLOGIES INC. 26,704 27,170
717.000 MARVELL TECHNOLOGY INC. 17,867 43,242
972.000 MERCK & CO. INC. NEW 46,053 105,967
760.000 MICROSOFT CORP. 14,946 285,790
645.000 MONDELEZ INTL. INC. 28,304 46,717
995.000 MORGAN STANLEY 62,435 92,784
588.000 NEXTERA ENERGY INC. 19,711 35,715
294.000 NIKE INC. CL B 17,662 31,920
262.000 NVIDIA CORP. 18,458 129,748
193.000 PAYPAL HOLDINGS INC. 16,048 11,852
296.000 PROLOGIS INC. 28,487 39,457
493.000 SEMPRA 39,984 36,842
183.000 UNITEDHEALTH GROUP INC. 61,707 96,344
327.000 VISA INC CL A COM 24,289 85,134
293.000 WALMART INC. 20,376 46,191
259.000 WASTE MANAGEMENT, INC. 41,889 46,387
2,092.000 ISHARES RUSSELL MID-CAP ETF 98,302 162,611
1,780.000 ISHARES RUSSELL 2000 ETF 319,721 357,264
618.000 GENERAL MOTORS CO. 32,172 22,199
69.000 AIR PRODUCTS & CHEM. 17,909 18,892
532.000 BOSTON SCIENTIFIC CORP. 20,248 30,755
459.000 BRISTOL-MYERS SQUIBB CO. 32,972 23,551
104.000 BROADCOM, INC. 53,314 116,090
140.000 CHENERE ENERGY 23,537 23,899
742.000 COCA-COLA 46,894 43,726
117.000 COSTCO WHOLESALE CRP. 56,572 77,229
135.000 DEERE CO. 43,237 53,982
714.000 FREEPORT-MCMORAN INC. 22,548 30,395
430.000 KKR & CO. INC. 26,931 35,626
485.000 PALO ALTO NETWORKS INC. 81,697 143,017
178.000 PNC FINCL. SERVICES GROUP 28,941 27,563
296.000 RTX CORP. 26,659 24,905
210.000 SALESFORCE, INC. 37,865 55,259
635.000 SYSCO CORPORATION 49,834 46,438
215.000 TARGET CORP. 32,349 30,620
72.000 THERMO FISHER SCIENTIFIC, INC. 39,382 38,217
50.000 UNION PACIFIC CORP. 10,808 12,281
105.000 VALERO ENERGY CORP. 11,975 13,650
109.000 AMERICAN WATER WORKS CO., INC. 16,253 14,387
250.000 DUPONT DENEMOURS, INC. 14,575 19,233
110.000 ELECTRONIC ARTS, INC. 13,824 15,049
102.000 HILTON WORLDWIDE HOLDINGS, INC. 12,104 18,573
836.000 MGM RESORTS INTERNATIONAL 26,158 37,352
238.000 QUANTA SERVICES, INC. 32,483 51,360
251.000 SPDR. SP BIOTECH 19,293 22,412
58.000 ASML HOLDING NV NY 29,468 43,901
246.000 EATON CORP. PLC 32,684 59,242
118.000 LVMH MOET HENNESSY 14,723 19,169
2,174.000 AT&T, INC. 41,108 36,480
84.000 BECTON DICKINSON CO. 19,854 20,482
217.000 BLACKSTONE, INC. 24,489 28,410
393.000 EXXON MOBIL CORP. 38,577 39,292
36.000 NORTHROP GRUMMAN CORP. 16,964 16,853
260.000 PROCTER & GAMBLE CO. 38,459 38,100
311.000 SCHLUMBERGER LTD. 16,793 16,184
100.000 HERSHEY COMPANY 25,108 18,644
72.000 HESS CORP. 9,759 10,380

TY 2023 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 579,977 2,646,301
7,352.941 J.P. MORGAN HEDGED EQUITY AT COST 115,000 116,544

TY 2023 OtherAssetsSchedule
Name:
THE JV SCHIRO ZAVELA FOUNDATION
EIN:
52-1802117
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
NON-DIVIDEND DISTRIBUTION RECEIVABLE 734    


TY 2023 OtherDecreasesSchedule
Name:
THE JV SCHIRO ZAVELA FOUNDATION
EIN:
52-1802117
Description Amount
RETURN OF PRINCIPAL 124


TY 2023 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
POSTAGE FEES 125 0   125
INVESTMENT FEES 13 13   0
IRS PENALTY & INTEREST 264 0   0


TY 2023 OtherIncreasesSchedule
Name:
THE JV SCHIRO ZAVELA FOUNDATION
EIN:
52-1802117
Description Amount
NONTAXABLE DIVIDENDS 160


TY 2023 OtherProfessionalFeesSchedule
Name:
THE JV SCHIRO ZAVELA FOUNDATION
EIN:
52-1802117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 9,075 9,075   0


TY 2023 TaxesSchedule
Name:
THE JV SCHIRO ZAVELA FOUNDATION
EIN:
52-1802117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 147 147   0
EXCISE TAXES 12,000 0   0