CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-16
IRS object ID
202402909349100715
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-16T16:11:31-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN510229493PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARBACANE THORNTON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1503 CARR ROAD SUITE 100AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19809ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526047536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARL M FREEMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARLBusinessNameControlTxt
Phone3025516743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line131255 AMERICANA PARKWAYAddressLine1Txt
CitySELBYVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19975ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE FREEMANPersonNm
Person TitleCHAIR & PRESIDENTPersonTitleTxt
Phone3026548500PhoneNum
Signature2024-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY A KOWALCZYK CPAPreparerPersonNm
PTINP01563311PTIN
Phone3024788940PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$110,783,277FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$296,970InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$296,970InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$296,970InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,224,411DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,224,411DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,224,411DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$1,581,639GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,531,888GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$1,581,639GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$1,581,639NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$390,311NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,193,801GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$390,311CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$331,256OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$331,256OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,824,587TotalRevAndExpnssAmt
Total Net Invst Incm$3,443,580TotalNetInvstIncmAmt
Total Adj Net Incm$3,434,276TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$161,994CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$16,200CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$145,794CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$254,959OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$38,244OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$216,715OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$25,781PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$3,468PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$22,313PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,174LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,174LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$26,800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,665OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,850OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,815OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$54,531TaxesRevAndExpnssAmt
Taxes Net Invst Incm$54,531TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$162,357DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$107,968OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$107,968OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$12,273TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$12,273TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$108,168OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$63,570OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$44,598OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$962,670TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$216,863TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$583,450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,499,016ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,499,016ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,461,686TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$216,863TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,082,466TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,637,099ExcessRevenueOverExpensesAmt
Net Investment Income$3,226,717NetInvestmentIncomeAmt
Adjusted Net Income$3,434,276AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,940,504SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,013,838SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,013,838SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$83,812PrepaidExpensesBOYAmt
Prepaid Expenses EOY$68,209PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$68,209PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$5,126,977USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,325,152USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,325,152USGovtObligationsEOYFMVAmt
Corporate Stock BOY$41,644,098CorporateStockBOYAmt
Corporate Stock EOY$47,846,175CorporateStockEOYAmt
Corporate Stock EOYFMV$47,846,175CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,652,065CorporateBondsBOYAmt
Corporate Bonds EOY$9,468,868CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,468,868CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$29,346,104InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$29,861,838LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$29,346,104LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$29,346,104LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$12,985,967OtherInvestmentsBOYAmt
Other Investments EOY$11,465,503OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,465,503OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,823,026LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$573,598LandBldgEquipAccumDeprecAmt
Land BOY$4,424,404LandBOYAmt
Land EOY$4,249,428LandEOYAmt
Land EOYFMV$4,249,428LandEOYFMVAmt
Total Assets BOY$107,719,665TotalAssetsBOYAmt
Total Assets EOY$110,783,277TotalAssetsEOYAmt
Total Assets EOYFMV$110,783,277TotalAssetsEOYFMVAmt
Accounts Payable BOY$53,820AccountsPayableBOYAmt
Accounts Payable EOY$75,863AccountsPayableEOYAmt
Total Liabilities BOY$53,820TotalLiabilitiesBOYAmt
Total Liabilities EOY$75,863TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$107,665,845NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$110,707,414NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$107,665,845TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$110,707,414TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$107,719,665TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$110,783,277TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$107,665,845TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,637,099ExcessRevenueOverExpensesAmt
Other Increases$5,678,668OtherIncreasesAmt
Subtotal$110,707,414SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$110,707,414TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2022-12-312023-12-31$18,146,566$17,803,490$343,076$343,076
CAPITAL GAIN DISTRIBUTIONSP2022-12-312023-12-31$47,235$47,235$47,235
P$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$390,311CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44,851InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$44,851SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$44,851TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,379EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$39,663ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$69,042TotalPaymentsAndCreditsAmt
Es Penalty$699EsPenaltyAmt
Overpayment$23,492OverpaymentAmt
Applied To ES Tax$23,492AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.CARLFREEMANFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RHONDA TULLYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3026548500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line131255 AMERICANA PARKWAYAddressLine1Txt
CitySELBYVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19975ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHELLE L FREEMAN
31255 AMERICAN PARKWAYSELBYVILLEDE19975CHAIRMAN/PRESIDENT14.00$138,341$0$3,139
PATTI GRIMES
31255 AMERICAN PARKWAYSELBYVILLEDE19975EXECUTIVE DIRECTOR20.00$132,867$3,710$5,503
CHRISTINE A SHREVE
31255 AMERICAN PARKWAYSELBYVILLEDE19975TREASURER/VICE CHAIRMAN/DIRECTOR4.00$0$0$0
NICHOLAS FREEMAN
31255 AMERICAN PARKWAYSELBYVILLEDE19975SECRETARY/DIRECTOR4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CHEVY CHASE BANK
7501 WISCONSIN AVE 1500WBETHESDAMD20814INVESTMENT FEES$101,645
WEALTHSPIRE ADVISORY
ONE PRESERVE PARKWAY 610ROCKVILLEMD20852INVESTMENT FEES$90,885
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$72,758,903AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,477,171AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$30,495,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$105,731,574TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$105,731,574AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,585,974CashDeemedCharitableAmt
Net Vl Noncharitable Assets$104,145,600NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,207,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,207,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$44,851TaxBasedOnInvestmentIncomeAmt
Income Tax$1,732IncomeTaxAmt
Total Tax$46,583TotalTaxAmt
Distributable Before Adj$5,160,697DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,160,697DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,160,697DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,082,466ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,082,466QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,160,697DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$648,530ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$648,530TotalExcessDistributionCyovAmt
Qualifying Distributions$6,082,466QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,160,697AppliedToCurrentYearAmt
Remaining Distri From Corpus$921,769RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,570,299TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,570,299ExcessDistriCyovToNextYrAmt
Excess From Year3$648,530ExcessFromYear3Amt
Excess From Current Year$921,769ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATTI GRIMESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line131255 AMERICANA PARKWAYAddressLine1Txt
CitySELBYVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19975ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3026548500RecipientPhoneNum
Form And Info And MaterialsTHE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesDEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOLLOWING RESTRICTIONS APPLY TO APPLICANTS: APPLICANTS MUST BE AN IRS-RECOGNIZED 501(C)(3) TAX-EXEMPT, NONPROFIT ORGANIZATION IN GOOD STANDING, OR A PUBLIC AGENCY SPECIFICALLY SERVING THE RESIDENTS OF THE FUNDING AREA. APPLICANTS APPLYING IN MONTGOMERY COUNTY, MD, MUST HAVE AN ANNUAL OPERATING BUDGET OF $750,000 OR LESS AND BE BASED IN MONTGOMERY COUNTY, MD. APPLICANTS APPLYING IN SUSSEX COUNTY, DE, MUST HAVE AN ANNUAL OPERATING BUDGET OF $500,000 OR LESS AND BE BASED IN SUSSEX COUNTY, DE. AWARDS ARE NOT MADE TO: INDIVIDUALS, POLITICAL ASSOCIATIONS ORCANDIDATES. AWARDS ARE NOT MADE TO ORGANIZATIONS THAT WOULD DISBURSE FUNDING TO OTHER ORGANIZATIONS, ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, SEXUAL ORIENTATION, AGE RELIGION, DISABILITY OR NATIONAL ORIGIN.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN HEART ASSOCIATION
4217 PARK PL CTGLEN ALLENVA23060NONEPCHEALTH$1,500
AMERICAN MUSLIM SENIOR SOCIETY
15800 BRABBS BRANCH WAYROCKVILLEMD20855NONEPCSOCIAL SERVICES$10,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCSOCIAL SERVICES$25,000
ART LEAGUE OF OCEAN CITY INC
502 94TH STREETOCEAN CITYMD21842NONEPCARTS$500
ART WORKS FOR ALL
1200 DUPONT HWYDOVERDE19901NONEPCSOCIAL SERVICES$2,500
BARBARA K BROOKS TRANSITION HOUSE INC
109 CAROLYN STREETGEORGETOWNDE19947NONEPCSOCIAL SERVICES$9,000
BEEBE MEDICAL FOUNDATION
902 SAVANNAH ROADLEWESDE19958NONEPCHEALTH$100,000
ARTS FOR THE AGING INC
9841 WASHINGTONIAN BLVD SUITE 200-6GAITHERSBURGMD20878NONEPCSOCIAL SERVICES$5,000
BENDER JCC OF GREATER WASHINGTON
6125 MONTROSE ROADROCKVILLEMD20852NONEPCEDUCATION$15,000
ATHLETES FOR HOPE
4801 HAMPDEN AVE UNIT 104BETHESDAMD20814NONEPCSOCIAL SERVICES$22,500
BALTIMORE ANIMAL RESCUE
2490 GILES ROADBALTIMOREMD21225NONEPCEDUCATION$2,000
BOYS & GIRLS CLUB OF DELAWARE
669 S UNION STREETWILMINGTONDE19805NONEPCSOCIAL SERVICES$6,000
BRANDYWINE VALLEY SPCA
1212 PHOENIXVILLE PIKEWEST CHESTERPA19380NONEPCSOCIAL SERVICES$2,000
CAL RIPKEN SR FOUNDATION
PO BOX 825452PHILADELPHIAPA19182NONEPCSOCIAL SERVICES$5,000
BETHANY-FENWICK AREA CHAMGER
36913 COASTAL HWYFENWICK ISLANDDE19944NONEPCSOCIAL SERVICES$1,800
CAMP ARROWHEAD (DIOCESAN COUNCIL INC)
913 WILSON ROADWILMINGTONDE19803NONEPCSOCIAL SERVICES$134,000
CANCER SUPPORT COMMUNITY DELAWARE
4810 LANCASTER PIKEWILMINGTONDE19807NONEPCHEALTH$5,000
CAPE HENLOPEN EDUCATIONAL FOUNDATION
1270 KINGS HIGHWAYLEWESDE19958NONEPCEDUCATION$5,000
BIGFOOT ENDURANCE INCORPORATED
10213 CAMELFORD CTELLICOTT CITYMD21042NONEPCSOCIAL SERVICES$10,000
BORJORA FOUNDATION (THE)
PO BOX 276DAGSBORODE19939NONEPCEDUCATION$1,000
CATHOLIC COALITION FOR SPECIAL EDUCATION
3750 UNIVERSITY BOULEVARD W SUITEKENSINGTONMD20895NONEPCEDUCATION$2,500203
BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVE SE SUITE 101WASHINGTONDC20020NONEPCARTS$15,000
CHILDREN'S BEACH HOUSE
1800 BAY AVENUELEWESDE19958NONEPCSOCIAL SERVICES$1,000
CLOTHING OUR KIDS
26582 JOHN J WILLIAMS HIGHWAY SUITEMILLSBORODE19966NONEPCSOCIAL SERVICES$10,0002
COASTAL CONCERTS INC
129 WEST 4TH STREETLEWESDE19958NONEPCARTS$1,000
COLORECTAL CANCER ALLIANCE
1025 VERMONT AVE NW SUITE 1066WASHINGTONDC20005NONEPCHEALTH$10,000
COMMUNITY FARMSHARE
14975 SUGARLAND ROADPOOLESVILLEMD20837NONEPCSOCIAL SERVICES$10,000
BYTE BACK
899 NORTH CAPITOL ST NE 850WASHINGTONDC20002NONEPCEDUCATION$5,000
CONTRACTORS FOR A CAUSE
PO BOX 1282OCEAN VIEWDE19930NONEPCSOCIAL SERVICES$10,000
COURT APPOINTED SPECIAL ADVOCATE
900 KING STREET SUITE 350WILMINGTONDE19801NONEPCSOCIAL SERVICES$10,000
COURT WATCH MONTGOMERY
8720 GEORGIA AVENUE SUITE 302SILVER SPRINGMD20910NONEPCSOCIAL SERVICES$10,000
CAMP BARNES
37171 CAMP BARNES RDFRANKFORDDE19945NONEPCSOCIAL SERVICES$10,000
CAMP REHOBOTH
37 BALTIMORE AVEREHOBOTH BEACHDE19971NONEPCEDUCATION$500
DELAWARE ADOLESCENT PROGRAM INC
1148 PULASKI HWY SUITE 325BEARDE19701NONEPCSOCIAL SERVICES$2,500
DELAWARE BREAST CANCER COALITION INC
100 W 10TH STREET SUITE 209WILMINGTONDE19801NONEPCHEALTH$4,000
DELAWARE CENTER FOR THE INLAND BAYS
39375 INLET RDREHOBOTH BEACHDE19971NONEPCENVIRONMENT$11,000
CELEBRATE WELLNESS
19406 COASTAL HIGHWAYREHOBOTH BEACHDE19971NONEPCSOCIAL SERVICES$5,000
DELAWARE HOSPICE INC (INCL WILMINGTON)
630 CHURCHMANS ROADNEWARKDE19702NONEPCSOCIAL SERVICES$10,000
CHARLES KOINER CENTER FOR URBAN LIVING
737 EASLEY STREETSILVER SPRINGMD20910NONEPCSOCIAL SERVICES$5,000
CROHN'S & COLITIS FOUNDATION
2202 18TH ST NW 116WASHINGTONDC20009NONEPCSOCIAL SERVICES$55,050
DELAWARE 4-H FOUNDATION
531 S COLLEGE AVENEWARKDE19716NONEPCENVIRONMENT$2,000
DELAWARE FARM BUREAU FOUNDATION
3457 S DUPONT HWYCAMDENDE19934NONEPCSOCIAL SERVICES$1,000
DELAWARE NATURE SOCIETY
3511 BARLEY MILL RDHOCKESSINDE19707NONEPCENVIRONMENT$2,000
DELAWARE SPORTS COMMISSION
99 KINGS HIGHWAYDOVERDE19901NONEPCSOCIAL SERVICES$5,000
DELAWARE TECHNICAL & COMMUNITY COLLEGE
100 CAMPUS DRIVEDOVERDE19904NONEPCEDUCATION$15,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPCHEALTH$10,000
DELMARVA COMMUNITY WELLNET
1307 SAVANNAH ROADLEWESDE19958NONEPCSOCIAL SERVICES$10,000
ESLLCOS
20276 BAY VISTA RDREHOBOTH BEACHDE19971NONEPCEDUCATION$5,000
DELMARVA WHISKEY CLUB CHARITABLE FDN
PO BOX 1175SELBYVILLEDE19975NONEPCSOCIAL SERVICES$5,000
ENGINEERING EARLY ASSOCIATION
92 READS WAY SUITE 208NEW CASTLEDE19720NONEPCEDUCATION$2,500
DEVON C RUBENSTEIN FOUNDATION
7 DRISCOLL COURTGAITHERSBURGMD20878NONEPCSOCIAL SERVICES$10,000
F FENTANYL INC
13045 SW 107TH TERMIAMIFL33186NONEPCSOCIAL SERVICES$5,000
FIDD NY OFFICE
PO BOX 4224NEW YORKNY10163NONEPCSOCIAL SERVICES$25,000
DWELLING PLACE INC (THE)
19632 CLUB HOUSE ROAD SUITE 510MONTGOMERY VILLAGEMD20886NONEPCSOCIAL SERVICES$5,000
FOLDS OF HONOR
5971 N PATRIOT DRIVEOWASSOOK74055NONEPCSOCIAL SERVICES$10,000
FOOD BANK OF DELAWARE
102 DE VETERANS BLVDMILFORDDE19963NONEPCSOCIAL SERVICES$1,000
FREEMAN ARTS PAVILION INC
31255 AMERICANA PARKWAYSELBYVILLEDE19975NONEPCARTS$3,500,000
FAMILY PROMISE OF SOUTHERN DELAWARE
PO BOX 439NASSAUDE19969NONEPCSOCIAL SERVICES$10,000
FIRST STATE BALLET
818 NORTH MARKET STREETWILMINGTONDE19801NONEPCARTS$5,000
FIRST TEE GREATER WASHINGTON DC
2020 PENNSYLVANIA AVE NW 106WASHINGTONDC20006NONEPCSOCIAL SERVICES$10,000
FOOD FOR MONTGOMERY FUND
1325 G STREET NW SUITE 480WASHINGTONDC20005NONEPCSOCIAL SERVICES$10,000
FOSTERING WISHES FOUNDATION
118 S LAYTON AVENUEWYOMINGDE19934NONEPCSOCIAL SERVICES$1,000
GAITHERSBURG BELOVED COMM INITIATIVE
201 RUSSELL AVENUEGAITHERSBURGMD20877NONEPCSOCIAL SERVICES$10,000
FRIENDS OF VOLTA PARK INC
3149 16TH STREET NWWASHINGTONDC20016NONEPCENVIRONMENT$2,500
FURNISH HOPE DC
1516 GOOD HOPE RDWASHINGTONDC20020NONEPCSOCIAL SERVICES$5,000
GREATER DC DIAPER BANK
8860 MONARD DRSILVER SPRINGMD20910NONEPCSOCIAL SERVICES$7,500
GAITHERSBURG HELP INC
301 MUDDY BRANCH ROADGAITHERSBURGMD20878NONEPCSOCIAL SERVICES$10,000
GROW TOGETHER SNOW FOUNDATION
1500 WALNUT STREET SUITE 800PHILADELPHIAPA19102NONEPCARTS$1,000
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057NONEPCEDUCATION$30,013
HELLENIC INITIATIVE
750 LEXINGTON AVE 9TH FLOORNEW YORKNY10022NONEPCSOCIAL SERVICES$15,000
GIRLS ON THE RUN DELAWARE INC
615 WEST 18TH STREETWILMINGTONDE19802NONEPCSOCIAL SERVICES$2,500
HOWARD T ENNIS SCHOOL
26021 PATRIOTS WAYGEORGETOWNDE19947NONEPCEDUCATION$2,000
HUMANE ANIMAL PARTNERS
18675 COASTAL HIGHWAYREHOBOTH BEACHDE19971NONEPCSOCIAL SERVICES$500
IN ONE ACCORD
326 N SPRING STEVERETTPA15537NONEPCSOCIAL SERVICES$1,000
HALCYON HOUSE (GLOBAL GOOD FUND)
3400 PROSPECT ST NWWASHINGTONDC20007NONEPCSOCIAL SERVICES$1,000
HARRY K FOUNDATION
313 SOUTH BOARDWALKREHOBOTH BEACHDE19971NONEPCSOCIAL SERVICES$5,000
HERO DOGS INC
PO BOX 64BROOKEVILLEMD20833NONEPCSOCIAL SERVICES$10,000
HISTORIC LEWES FARMERS MARKET
PO BOX 185NASSAUDE19969NONEPCSOCIAL SERVICES$7,000
HOLTON-ARMS
7303 RIVER ROADBETHESDAMD20817NONEPCEDUCATION$15,000
JAMES BEARD FOUNDATION
167 WEST 12THE STREETNEW YORKNY10011NONEPCEDUCATION$35,000
JAMES R KYGER JR FOUNDATION
38106 E CHESTER LNOCEAN VIEWDE19970NONEPCSOCIAL SERVICES$3,000
JEWISH FEDERATION OF GREATER WASHINGTON (BENDER JCC)
6101 EXECUTIVE BLVD 100NORTH BETHESDAMD20852NONEPCSOCIAL SERVICES$50,000
JUNETEENTH SCOTLAND FOUNDATION INC
12505 PARK POTOMAC AVENUE 6TH FLOORPOTOMACMD20854NONEPCSOCIAL SERVICES$10,000
INTERFAITH WORKS INC
981 ROLLINS AVE 2ND FLOORROCKVILLEMD20852NONEPCSOCIAL SERVICES$2,500
JUVENILE DIABETES FOUNDATION
225 CITY AVEADEMOREPA19003NONEPCHEALTH$5,000
LA ESPERANZA
216 N RACE STREETGEORGETOWNDE19947NONEPCSOCIAL SERVICES$300
LEVINE SCHOOL OF MUSIC
2801 UPTON ST NWWASHINGTONDC20008NONEPCARTS$10,000
LIVING CLASSROOM FOUNDATION
1417 THAMES STREETBALTIMOREMD21231NONEPCEDUCATION$7,500
JOSHUA M FREEMAN FOUNDATION
31255 AMERICANA PARKWAYSELBYVILLEDE19975NONEPCARTS - JMFF$5,000
LOWER SUSSEX LITTLE LEAGUE INC
34476 PYLE CENTER ROADFRANKFORDDE19945NONEPCSOCIAL SERVICES$1,500
KENNEDY CENTER (THE)
2700 F ST NWWASHINGTONDC20566NONEPCARTS$99,000
LANDON SCHOOL
6101 WILSON LANEBETHESDAMD20817NONEPCEDUCATION$502,500
MARCH ON WASHINGTON
170 W 130 TH STNEW YORKNY10027NONEPCSOCIAL SERVICES$10,000
LEADERSHIP DELAWARE INC
112 S FRENCH STREET SUITE 206WILMINGTONDE19801NONEPCEDUCATION$5,000
MERCY HEALTH CLINIC
7 METROPOLITAN CT 1GAITHERSBURGMN20878NONEPCSOCIAL SERVICES$7,500
LEVELING THE PLAYING FIELD INC
404 ELMWOOD AVESHARON HILLPA19079NONEPCSOCIAL SERVICES$10,000
LEWIS FIRE DEPARTMENT
18 FIREHOUSE LNLEWISNY12950NONEPCSOCIAL SERVICES$1,500
LIFE WITH CANCER
8411 PENNELL STREETFAIRFAXVA22031NONEPCHEALTH$10,000
MONTGOMERY CO BEEF 4-H CLUB
14680 GOOD HOPE ROADSILVER SPRINGMD20905NONEPCSOCIAL SERVICES$17,525
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVENUE 5TH FLOORNORWALKCT06851NONEPCSOCIAL SERVICES$1,000
NEW CREATION VA
3051 S MAIN STREETHARRISONBURGVA22801NONEPCSOCIAL SERVICES$1,000
LYME DISEASE ASSOCIATION OF DELMARVA
1187 KESTREL WAYSALISBURYMD21804NONEPCHEALTH$2,500
NICKLAUS CHILDREN'S HOSPITAL
3100 SW 62ND AVEMIAMIFL33155NONEPCHEALTH$5,000
NOURISH NOW
397 E GUDE DRROCKVILLEMD20850NONEPCSOCIAL SERVICES$10,000
PHILLIP C SHOWELL ELEMENTARY SCHOOL
41 BETHANY RDSHELBIVILLEDE19975NONEPCEDUCATION$3,000
MID-ATLANTIC SYMPHONY ORCHESTRA
PO BOX 3381EASTONMD21601NONEPCARTS$10,000
MIDDLEBURG FILM FESTIVAL
PO BOX 1566MIDDLEBURGVA20118NONEPCARTS$15,000
PHILLIPS COLLECTION
1600 21ST ST NWWASHINGTONDC20009NONEPCEDUCATION$7,000
PINE TONES CHORUS ASSOCIATION
3 EBB TIDE COURTOCEAN PINESMD21811NONEPCARTS$500
REHOBOTH ART LEAGUE
12 DODDS LNREHOBOTH BEACHDE19971NONEPCARTS$8,500
REHOBOTH BEACH FILM SOCIETY
17701 DARTMOUTH DRLEWESDE19958NONEPCARTS$1,000
RIVER SOCCER CLUB
32221 GUM RDFRANKFORDDE19945NONEPCSOCIAL SERVICES$5,000
ROARING SPRING ARCH
209 S WALNUT STMARTINSBURGPA16662NONEPCSOCIAL SERVICES$1,000
ROSA HEALTH CENTER
10 N FRONT STGEORGETOWNDE19947NONEPCHEALTH$10,000
MONTGOMERY COLLEGE FOUNDATION
9221 CORPORATE BLVD 3RD FLOORROCKVILLEMD20850NONEPCEDUCATION$10,000
MONTGOMERY COUNTY SHEEP & SWINE 4-H CLUB
18140 MUNCASTER RDDERWOODMD20855NONEPCSOCIAL SERVICES$8,841
MOTHER SETON ACADEMY
2215 GREENMOUNT AVENUEBALTIMOREMD21218NONEPCEDUCATION$2,000
NANTICOKE INDIAN ASSOCIATION
27073 JOHN J WILLIAMS HIGHWAYMILLSBORODE19966NONEPCSOCIAL SERVICES$3,000
SAINT JUDE SHRINE
512 W SARATOGA STBALTIMOREMD21201NONEPCSOCIAL SERVICES$1,000
SELBYVILLE FIRE COMPANY
30 N MAIN STSELBYVILLEDE19975NONEPCSOCIAL SERVICES$1,000
NEW HOPE REC AND DEVELOPMENT CENTER INC
PO BOX 310ELLENDALEDE19941NONEPCEDUCATION$5,000
NEXT GENERATION SOUTHERN DELAWARE
PO BOX 1636WILMINGTONDE19899NONEPCSOCIAL SERVICES$1,000
SOME
1301 PICCARD DRROCKVILLEMD20850NONEPCSOCIAL SERVICES$6,987
SOUTHERN DELAWARE ORCHESTRA
22667 E CYPRESS WAYMILTONDE19968NONEPCARTS$5,000
NORTH GEORGETOWN ELEMENTARY SCHOOL
664 NORTH BEDFORD STGEORGETOWNDE19947NONEPCEDUCATION$10,000
OCEAN VIEW HISTORICAL SOCIETY
PO BOX 576OCEAN VIEWDE19970NONEPCSOCIAL SERVICES$4,000
SOUTHERN POVERTY LAW CENTER
400 WASHINTON AVEMONTGOMERYAL36104NONEPCSOCIAL SERVICES$1,000
ONE TO ONE OVARIAN CANCER CENTER SUPPORT GROUP
4793 ALTON DRTROYMI48085NONEPCHEALTH$2,000
SOUTHERN SUCCEX ROTARY CLUB
38218 DUPONT BLVDSHELBYVILLEDE19975NONEPCSOCIAL SERVICES$500
STEPHEN SILLER TUNNEL TO TOWERS FDN
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306NONEPCSOCIAL SERVICES$7,500
SUSSEX EXONOMIC DEVELOP ACT COMMITTEE
827 E MARKET STGEORGETOWNDE19947NONEPCSOCIAL SERVICES$10,000
TRUST FOR THE NATIONAL MALL (THE)
1730 PENNSYLVANIA AVENUE NWWASHINGTONDC20006NONEPCARTS$25,000
PRIMEROS PASOS INC
20648 SAVANNAH RDGEORGETOWNDE19947NONEPCSOCIAL SERVICES$1,500
VILLAGE IMPROVEMENT ASSOCIATION
415 N BOARDWALKREHOBOTH BEACHDE19971NONEPCSOCIAL SERVICES$1,000
QUIET RESORTS CHARITABLE FOUNDATION
PO BOX 354BETHANY BEACHDE19930NONEPCSOCIAL SERVICES$4,000
READ ALOUD DELAWARE
100 WEST 10TH STREET SUITE 309WILMINGTONDE19801NONEPCSOCIAL SERVICES$3,500
REHOBOTH CONCERT BAND
3 STAFFORD ROADREHOBOTH BEACHDE19971NONEPCSOCIAL SERVICES$1,000
WASHINGTON BALLET (THE)
3515 WISCONSIN AVE NWWASHINGTONDC20016NONEPCARTS$15,000
ROXANA FIRE COMPANY
35943 ZION CHURCH ROADFRANKFORDDE19945NONEPCSOCIAL SERVICES$16,000
SAINT VINCENT DE PAUL SOCIETY
66 PROGRESS PARKWAYMARYLAND HEIGHTSMO63043NONEPCSOCIAL SERVICES$10,000
SALVATION ARMY
400 N ORANGE STREETWILMINGTONDE19801NONEPCSOCIAL SERVICES$2,000
WILDERNESS LEADERSHIP AND LEARNING INC
1758 PARK RD NWWASHINGTONDC20010NONEPCEDUCATION$2,500
SANTA'S LETTERS
2 WINDWARD WAYDAGSBORODE19939NONEPCSOCIAL SERVICES$1,000
SELBYVILLE PUBLIC LIBRARY
11 MAIN MCCABE STREETSSELBYVILLEDE19975NONEPCEDUCATION$3,000
WINCHESTER THURSTON SCHOOL
555 MOREWOOD AVENUENUEPITTSBURGPA15213NONEPCEDUCATION$1,000
SENIOR SOFTBALL WORLD SERIES
34476 PYLE CENTER ROADROXANADE19945NONEPCSOCIAL SERVICES$20,000
SHEPHERD'S OFFICE INC
408 N BEDFORD STREETGEORGETOWNDE19947NONEPCSOCIAL SERVICES$8,000
ZOE MINISTRIES INC
310 RIVERSIDE DR 103NEW YORKNY10025NONEPCSOCIAL SERVICES$10,000
SMITHSONIAN INSTITUTION
PO BOX 37012 SI BUILDING ROOM 453WASHINGTONDC20013NONEPCARTS$12,500MRC 010
SPANISH SPEAKING COMMUNITY
329 S JEFFERSON STFEDERICKMD21701NONEPCSOCIAL SERVICES$10,000
STRATHMORE HALL FOUNDATION INC
5301 TUCKERMAN LANENORTH BETHESDAMD20852NONEPCARTS$10,000
SUSSEX LAND FOUNDATION
PO BOX 372LEWESDE19958NONEPCENVIRONMENT$10,000
THE VIVA SCHOOL
1923 VERMONT AVE NW SUITE T002WASHINGTONDC20001NONEPCEDUCATION$10,000
US G FOUNDATION
270 WASHINGTON STREET SWATLANTAGA30334NONEPCEDUCATION$20,000
WESTSIDE NEW BEGINNINGS
19801 NORWOOD STREHOBOTH BEACHDE19971NONEPCSOCIAL SERVICES$5,000
WRESTLING TO BEAT THE STREETS DC
1717 N STREET NW STE 1WASHINGTONDC20036NONEPCSOCIAL SERVICES$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,499,016TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$296,970ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,224,411ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,581,639ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$390,311ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion01ExclusionCd
Exclusion$331,256ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,824,587ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,824,587TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$26,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$26,800DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$9,468,868EOYBookValueAmt
EOYFMV$9,468,868EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$47,846,175EOYBookValueAmt
EOYFMV$47,846,175EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,325,152USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,325,152USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - OTHERCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$11,465,503BookValueAmt
EOYFMV$11,465,503EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$2,174LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,174DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$108,168RevenueAndExpensesPerBooksAmt
Net Investment Income$63,570NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$44,598DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$331,256RevenueAndExpensesPerBooksAmt
Adjusted Net Income$331,256AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INESTMENTSDesc
Amt$5,678,668Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHERCategoryTxt
Amt$45,665Amt
Net Investment Income$40,850NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,815DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$54,531Amt
Net Investment Income$54,531NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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