2024-11-01T05:30:42-04:00 2023-12-31 990PF 2023-01-01 850836563 THE BAVIS FOUNDATION INC % Karen Bavis BAVI 7039667852 19738 WILLOWDALE PL ASHBURN VA 201475207 Karen Bavis President 2024-11-01 2023 2024-10-15 13:58:12Z X 67666 X 29386 1017 1017 0 11917 52052 11917 0 0 0 0 0 0 0 0 42320 12934 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 900 0 0 900 140 140 0 0 0 0 0 0 24 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1275 0 0 1275 2339 140 0 2175 12000 12000 14339 140 0 14175 27981 12794 0 5173 7724 7724 2781 5525 5525 0 0 0 0 150 72 72 0 39063 54345 54345 0 0 0 0 0 0 0 47167 67666 67666 0 0 0 0 0 0 0 0 0 0 0 0 0 X 47167 67666 47167 67666 47167 67666 47167 27981 75148 7482 67666 69 shares SPMB P 2022-09-30 2023-10-11 1410 0 1806 -396 -396 66 shares SPIP P 2022-09-30 2023-10-11 1613 0 2044 -431 -431 58 shares SPTI P 2022-09-30 2022-10-11 1581 0 1905 -324 -324 30 shares CNRG P 2022-09-30 2023-10-11 1904 0 2821 -917 -917 33 shares LLY D 2022-09-30 2023-10-16 20288 0 4891 15397 15397 20 shares XLV P 2022-11-01 2023-10-18 2624 0 2664 -40 -40 23 shares GLDM P 2022-11-01 2023-10-18 875 0 913 -38 -38 16 shares XME P 2022-11-01 2023-10-16 816 0 888 -72 -72 12 shares SPDR P 2021-05-05 2023-03-15 5247 0 5917 -670 -670 100 Shares BTAL P 2022-07-22 2023-01-27 1976 0 2033 -57 -57 44 Shares BTAL P 2022-07-22 2023-06-05 857 0 894 -37 -37 133 Shares PAVE P 2023-01-01 2023-05-02 3673 0 3817 -144 -144 31 Shares PBJ P 2023-01-01 2023-02-13 1425 0 1442 -17 -17 67 Shares SPLV P 2022-08-15 2023-03-15 4057 0 4468 -411 -411 4 Shares ITA P 2023-01-05 2023-05-22 451 0 447 4 4 13 Shares ITA P 2023-01-05 2023-07-31 1525 0 1454 71 71 7 Shares XSD P 2023-02-24 2023-05-02 1260 0 1367 -107 -107 2 Shares XLV P 2022-12-05 2023-02-13 266 0 277 -11 -11 3 Shares SPTS P 2023-03-14 2023-06-06 87 0 87 0 0 Various due to Schwab TD Merger P 2023-01-01 2024-06-30 117 0 0 117 117 11917 178 178 178 180 0 0 180 2 2 0 false false false 0 0 0 false false false false true true true false true false false true www.bavisfoundation.org Karen Bavis 7039667852 19738 WILLOWDALE PL ASHBURN VA 201475207 false false false false false false false false false false false false false false false false false false false false false false Karen Bavis 19738 Willowdale Place Ashburn VA 20147 President Treasurer Director 5.00 0 0 0 Lauren Bavis 1301 Courthouse Rd Unit 701 Arlington VA 22201 Secretary Director 1.00 0 0 0 Robert Bavis 19738 WIllowdale Place Ashburn VA 20147 Director 0.50 0 0 0 Danny Bavis 168 Preston Avenue Lexington KY 40508 Director 0.25 0 0 0 Christopher Bavis 3122B Kinross Ave Nashville TN 37211 Director 0.25 0 0 0 Charitable giving to other 501c3 organizations 12000 Management and adminstrative costs that are necessary to carry out the charitable programs and activities of the Foundation 1369 Funds and books to build libraries in english speaking African nations in need 555 Provision of new and used books and materials to teachers children and adult readers to promote community literacy 252 47472 4752 0 52224 0 0 52224 783 51441 2572 2572 178 0 178 2394 0 2394 0 2394 14175 0 0 0 0 14175 2394 0 0 8173 3062 2295 13530 14175 0 2394 11781 0 0 25311 0 0 0 0 0 0 0 25311 8173 3062 2295 11781 Karen and Robert Bavis NA X Guitars for Vets 1917 2nd Street NE Washington DC 20002 No Relationship PC Donation to domestically registered charitable organization 1000 Southeast Guide Dogs 4210 77th Street East Palmetto FL 34211 No Relationship PC Donation to domestically registered charitable organization 1000 HART For Animals 1256 Bumble Bee Road Accident MD 21520 No Relationship PC Donation to domestically registered charitable organization 10000 12000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 1017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 11917 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12934 0 12934 false false false false false false false false false false X X 1 Karen and Robert Bavis 19738 Willowdale Place Ashburn VA 20147 28792 X Tax return preparation 900 0 0 900 BTAL 0 0 PXE 1483 1483 SPLV 0 0 XLV 0 0 FLRN 3487 3487 CNRG 0 0 MDY 0 0 SPMB 0 0 SPIP 0 0 SPTI 0 0 SPLG 1901 1901 GLDM 818 818 BSCO 1232 1232 BSCP 2352 2352 RSP 4261 4261 RSPN 4311 4311 TDV 8976 8976 EDV 3241 3241 LLY 15739 15739 PBJ 0 0 JSOSX 6544 6544 Unrealized Loss 7482 Telephone and Information Technology 90 0 0 90 Licenses Fees and Dues 175 0 0 175 Program Expenses 807 0 0 807 Bank Service Charges 203 0 0 203 Investment management fees 140 140 0 0 Robert and Karen Bavis 19738 WIllowdale Place Ashburn VA 20147 Excise tax 24 0 0 0