Civic Intelligence

Frank & Janina Petschek Foundation Inc

EIN 13-6062709 • Falls Church, VA

6541 Brooks PlaceFalls Church, VA 22044
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

95th percentile

88%

Faster asset growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

97th percentile

424%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$2,779,179

Up $2,005,970 (+259%) from 2024

Liabilities

Up

$36,145

Up $36,145 from 2024

Net Assets

Up

$2,743,034

Up $1,969,825 (+255%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin99th percentile

Revenue

Up

$2,294,057

Up $2,228,543 (+3402%) from 2024

Expenses

Down

$308

Down $40,333 (-99%) from 2024

Net Income

Up

$2,293,749

Up $2,268,876 (+9122%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $471,145Liabilities 2011: $02011Assets 2012: $586,748Liabilities 2012: $02012Assets 2013: $607,113Liabilities 2013: $02013Assets 2014: $717,748Liabilities 2014: $02014Assets 2015: $717,004Liabilities 2015: $02015Assets 2017: $768,277Liabilities 2017: $0Net Assets 2017: $768,2772017Assets 2018: $779,905Liabilities 2018: $0Net Assets 2018: $779,9052018Assets 2019: $726,290Liabilities 2019: $0Net Assets 2019: $726,2902019Assets 2020: $667,677Liabilities 2020: $0Net Assets 2020: $667,6772020Assets 2021: $959,490Liabilities 2021: $0Net Assets 2021: $959,4902021Assets 2022: $1,027,629Liabilities 2022: $0Net Assets 2022: $1,027,6292022Assets 2023: $785,444Liabilities 2023: $0Net Assets 2023: $785,4442023Assets 2024: $773,209Liabilities 2024: $0Net Assets 2024: $773,2092024Assets 2025: $2,779,179Liabilities 2025: $36,145Net Assets 2025: $2,743,0342025

Highlighted filing

2025

Assets$2,779,179
Liabilities$36,145
Net Assets$2,743,034
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $22,125Expenses 2011: $43,695Net Income 2011: -$21,5702011Revenue 2012: $169,218Expenses 2012: $53,615Net Income 2012: $115,6032012Revenue 2013: $66,786Expenses 2013: $46,421Net Income 2013: $20,3652013Revenue 2014: $163,096Expenses 2014: $52,461Net Income 2014: $110,6352014Revenue 2015: $58,576Expenses 2015: $59,320Net Income 2015: -$7442015Revenue 2017: $414,842Expenses 2017: $126,310Net Income 2017: $288,5322017Revenue 2018: $233,094Expenses 2018: $86,654Net Income 2018: $146,4402018Revenue 2019: $166,578Expenses 2019: $98,518Net Income 2019: $68,0602019Revenue 2020: $297,225Expenses 2020: $99,484Net Income 2020: $197,7412020Revenue 2021: $530,497Expenses 2021: $110,111Net Income 2021: $420,3862021Revenue 2022: $361,244Expenses 2022: $95,895Net Income 2022: $265,3492022Revenue 2023: $83,509Expenses 2023: $9,566Net Income 2023: $73,9432023Revenue 2024: $65,514Expenses 2024: $40,641Net Income 2024: $24,8732024Revenue 2025: $2,294,057Expenses 2025: $308Net Income 2025: $2,293,7492025

Highlighted filing

2025

Revenue$2,294,057
Expenses$308
Net Income$2,293,749
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,779,179
Liabilities
$36,145
Net assets
$2,743,034
Revenue
$2,294,057
Expenses
$308
Net income
$2,293,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.78$0.04$2.74$2.29$0.00$2.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.07$0.04$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.08$0.01$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.36$0.10$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.53$0.11$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.30$0.10$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.17$0.10$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.23$0.09$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.41$0.13$0.29
2015Summary only. Only limited summary data is available for this year.$0.72$0.00$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.16$0.05$0.11
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.07$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.17$0.05$0.12
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.02$0.04$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 17, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEREK P SMITHPresident & Treasurer-$0--
MARIA P SMITHSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNational Public RadioGeneral SupportPC Public charity deBaltimore, MD, US$25,500
Paid GrantPBS FoundationGeneral SupportPC Public charity deArlington, VA, US$25,000
Paid GrantFresh Air FundGeneral SupportPC Public charity deNew York, NY, US$10,000
Paid GrantPlanned ParenthoodGeneral SupportPC Public charity deWashington, DC, US$10,000
Paid GrantDoctors without BordersGeneral SupportPC Public charity deNew York, NY, US$10,000
Paid GrantSouthern Poverty Law CenterGeneral SupportPC Public charity deMontgomery, AL, US$10,000
Paid GrantCommon Cause Education FundGeneral SupportPC Public charity deWashington, DC, US$10,000
Paid GrantPrep for PrepGeneral SupportPC Public charity deNew York, NY, US$10,000
Paid GrantVassar CollegeGeneral SupportPC Public charity dePoughkeepsie, NY, US$10,000
Paid GrantCAREGeneral SupportPC Public charity deWashington, DC, US$10,000
Paid GrantAmerican Civil Liberties UnionGeneral SupportPC Public charity deNew York, NY, US$10,000
Paid GrantNAACP Legal Defense and Education FundGeneral SupportPC Public charity deNew York, NY, US$9,000
Paid GrantAir Force Enlisted VillageGeneral SupportPC Public charity deShalimar, FL, US$8,000
Paid GrantJustice High School Educational FoundationGeneral SupportPC Public charity deFalls Church, VA, US$8,000
Paid GrantBread for the CityGeneral SupportPC Public charity deWashington, DC, US$7,000
Paid GrantEnvironmental Defense FundGeneral SupportPC Public charity deWashington, DC, US$5,500
Paid GrantWETAGeneral SupportPC Public charity deArlington, VA, US$5,400
Paid GrantUS Holocaust MuseumGeneral SupportPC Public charity deWashington, DC, US$5,000
Paid GrantCity HarvestGeneral SupportPC Public charity deBrooklyn, NY, US$5,000
Paid GrantUnicefGeneral SupportPC Public charity deNew York, NY, US$5,000
Paid GrantNational WWII MuseumGeneral SupportPC Public charity deNew Orleans, LA, US$4,000
Paid GrantNational Military Family AssociationGeneral SupportPC Public charity deAlexandria, VA, US$3,000
Paid GrantGrid AlternativesGeneral SupportPC Public charity deEmeryville, CA, US$3,000
Paid GrantUSA for UNHCRGeneral SupportPC Public charity deWashington, DC, US$3,000
Paid GrantNY Times Community FundGeneral SupportPC Public charity deNew York, NY, US$3,000
Paid GrantNew York Public LibraryGeneral SupportPC Public charity deNew York, NY, US$3,000
Paid GrantAmherst CollegeGeneral SupportPC Public charity deAmherst, MA, US$2,500
Paid GrantMassachusetts Rivers AllianceGeneral SupportPC Public charity deWoburn, MA, US$2,500
Paid GrantAnnandale Christian Community ActionGeneral SupportPC Public charity deAnnandale, VA, US$2,000
Paid GrantCharity WaterGeneral SupportPC Public charity deFranklin, TN, US$2,000
Paid GrantAmericans United for Separation of Church and StateGeneral SupportPC Public charity deWashington, DC, US$2,000
Paid GrantKids in Need of Defense (KIND)General SupportPC Public charity deWashington, DC, US$1,000
Paid GrantInnovation Law LabGeneral SupportPC Public charity dePortland, OR, US$1,000
Paid GrantLeague of Women Voters Education FundGeneral SupportPC Public charity deWashington, DC, US$1,000
Paid GrantGamers OutreachGeneral SupportPC Public charity deSaline, MI, US$1,000
Paid GrantWomen for Women InternationalGeneral SupportPC Public charity deWashington, DC, US$1,000
Paid GrantAbraham InitiativesGeneral SupportPC Public charity deNew York, NY, US$1,000
Paid GrantCapital Area Food BankGeneral SupportPC Public charity deWashington, DC, US$750
Paid GrantWAMUGeneral SupportPC Public charity deWashington, DC, US$500
Paid GrantCoopers Cove Conservation FundGeneral SupportPC Public charity deAlexandria, VA, US$500
Paid GrantNational Resources Defense CouncilGeneral SupportPC Public charity deMerrifield, VA, US$500
Paid GrantBrewster Ponds CoalitionGeneral SupportPC Public charity deBrewster, MA, US$500
Paid GrantBrewster Conservation TrustGeneral SupportPC Public charity deBrewster, MA, US$500
Paid GrantCulmore ClinicGeneral SupportPC Public charity deFalls Church, VA, US$500
Paid GrantUnited Negro College FundGenreal SupportI Individual personBoston, MA, US$300
Paid GrantThe Black Swamp ConservancyGeneral SupportPC Public charity dePerrysburg, OH, US$300
Filing and Contact Details

Filer

Filer Name
Frank and Janina Petschek Foundation
EIN
13-6062709
In Care Of
% Derek Smith
Phone
5712781422
Address
6541 Brooks Place, Falls Church, VA 22044

Signing Officer

Name
Derek Smith
Title
President
Phone
5712781422
Signed
2026-01-17
Raw XML AppendixShowing 400 of 848 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Morgan Stanley 7 Based on SP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Morgan Stanley 8 Based on SP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Morgan Stanley 72 Based on SP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Bank of America
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4The Southern Company
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt120000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt220000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt399981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt437500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt020449
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt121555
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt221589
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt399841
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt434200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt023653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt692382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt794481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt814801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt910338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1121148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1213459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1662735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1826346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt208146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2114967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2321212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25103902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2629932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2719830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2830000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2910162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3019784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3195721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3262603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33208340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3499394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3590998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3670915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37100563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3810479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3910267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4027985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt029290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2102249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3241815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5146282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt699140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7117700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt814530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9133925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1080520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1335942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141380730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1533597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1637680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1722459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1836470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1924740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2016512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2113269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2235178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt235980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt242805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2586700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2644406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2720221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2831116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2910217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3014610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3184960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3262440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33201800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3494380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3585725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3669160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37111150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3914614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4029654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4122594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ATT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Canadian National Railway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Capital One Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Cisco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Clearway Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Colgate Palmolive
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Crown Castle
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Ford Motor Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8General Motors
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Intel
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Interpublic Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Lumen Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Lyundell Basell
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Marathon Petroleum
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Microsoft
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Norfolk Southern
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Organon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Otis Worldwide
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PPL Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Sanofi ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Sempra
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Visa
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Vodaphone
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Warner Brothers Discovery
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Western Union
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Banc of California 775 Preferred
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Capital One Financial 48 Preferred
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Morgan Stanley 6625 Preferred
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Wells Fargo 475 Preferred
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Alerian MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Blackrock Tech and PVT Equity
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Cohen and Steers Real Estate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Cohen and Steers Tax Advantaged Preferred
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34iShares Preferred Income
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JPMorgan Equity Premium Income
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Morgan Stanley Emerging Markets Domestic Debt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Neuberger Berman Next Gen Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Vaneck Preferreds XFinancials
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Vanguard High Div Yield
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Vanguard SP 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Gilead
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0965534
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0965534
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0184351
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0243750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02122579
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0116479
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0116479
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0116479
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02293749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt054999
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt054999
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt054999
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0171478
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt012873
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0184351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0243750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0171478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02294057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42025-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52025-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72025-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3104685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt492382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt515699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-10324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt317260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-11208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-5326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-10324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt317260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-11208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3121945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt695467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0HSBC Structured Note Affirm
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HSBC Structured Note ABNB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Goldman Sachs Structured Note Affirm
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Walgreens Boots
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Call Intel 30 Exp 51625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Call 25 Intel Exp 51625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Crown Castle Stock
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Call MSFT at 500 Exp 81525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-12879
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt012873
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02293749
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03066958
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0773209
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03066958
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0224259
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0224259
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0224259
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0226643
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02384
IRS990PF/DistributableAmountGrp/TotalTaxAmt02384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02509
IRS990PF/FMVAssetsEOYAmt04956350
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0120825
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0120825
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013024
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0143996
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0143996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt097500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0197481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0197634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0507146
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01472168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03649186
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt036145
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0652384
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02622209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0773209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02779179
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04956350
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt036145
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0773209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02779179
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0773209
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02743034
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0155539
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0965534
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0965534
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04601897
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04601897
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt069028
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0226643
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04532869
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04601897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEREK P SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIA P SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08401 GREENSBORO DRIVE SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18401 GREENSBORO DRIVE SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0McLean
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Mc Lean
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd022102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd122102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0243750
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0243750
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06545 Oakwood Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Falls Church
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022041
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Derek P Smith
IRS990PF/StatementsRegardingActyGrp/PhoneNum05712781422
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Donations to non-profit entities
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0243750
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A written letter
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DEREK SMITH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05712781422
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06541 Brooks Place
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Falls Church
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd022044
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No Restrictions
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None Gifts on a rolling basis
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DEREK SMITH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARIA SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt127000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt138000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.