ENGLAND FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ENGLAND FAMILY FOUNDATION INC (EIN 52-1691418)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202413139349101901
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T14:19:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521691418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGLAND FAMILY FOUNDATION (FKA THE LOIS | BusinessNameLine1Txt |
| Business Name Line2 | AND RICHARD ENGLAND FOUNDATION INC) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGL | BusinessNameControlTxt |
| Phone | 3013270030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 HAMPDEN LANE STE 233 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ENGLAND JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2402350988 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $89,003,370 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,560,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,560,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $735,550 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,876,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $735,550 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $455,771 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $455,771 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,753,461 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,753,461 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $106,086 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,086 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,751 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,626 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $645,618 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $441,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $204,522 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,402 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,402 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,557 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,899 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,658 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,537 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,537 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,881 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $918,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $511,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $407,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,902,883 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,902,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,821,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $511,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,310,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,068,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,242,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $365,310 | CashBOYAmt |
| Cash EOY | $7,897,614 | CashEOYAmt |
| Cash EOYFMV | $7,897,614 | CashEOYFMVAmt |
| Corporate Stock BOY | $58,816,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,420,499 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,420,499 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,843,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,685,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,685,257 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $66,025,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,003,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,003,370 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $9,170 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,170 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $66,025,517 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,994,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,025,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,994,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,025,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,003,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,025,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,068,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,036,937 | OtherIncreasesAmt |
| Subtotal | $88,994,200 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,994,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,140,653 | $4,140,807 | -$154 | -$154 |
| CAPITAL GAINS DIVIDENDS | P | $735,704 | $735,704 | $735,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $735,550 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,593 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,593 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,423 | OverpaymentAmt |
| Applied To ES Tax | $19,423 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNAH HAHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3013270030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 HAMPDEN LANE STE 233 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD ENGLAND JR | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| NONIE AKMAN | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| SARA AKMAN LANGE | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JONATHAN AKMAN | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | TREASURER | 2.00 | $0 | $0 | $0 |
| ERIN GISTARO | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| HANNAH HAHN | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | EXECUTIVE DIRECTOR | 40.00 | $92,308 | $13,778 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT | |||||
| 106 HARRISON ST SE | LEESBURG | VA | 20175 | INVESTMENT MANAGEMENT | $305,531 |
| SARC CONSULTING | |||||
| 2238 N ILLINOIS ST | ARLINGTON | VA | 22205 | CONSULTING SERVICES | $157,832 |
| WILMINGTON TRUST | |||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 19890 | INVESTMENT MANAGEMENT | $57,040 |
| ALEX BROWN | |||||
| 801 17TH ST NW | WASHINGTON | DC | 20006 | INVESTMENT MANAGEMENT | $56,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $67,527,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,080,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,297,068 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,905,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,905,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,243,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,661,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,083,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,083,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,170 | TotalTaxAmt |
| Distributable Before Adj | $4,051,920 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,051,920 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,051,920 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,310,692 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,310,692 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,051,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,238,483 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $192,191 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,481 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,461,155 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,310,692 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,310,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $741,228 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $741,228 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $719,927 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $497,255 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $222,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $192,191 | ExcessFromYear3Amt |
| Excess From Year2 | $30,481 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD ENGLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 HAMPDEN LANE SUITE 233 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3013270030 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING; INCLUDE AN ANNUAL REPORT, A COPY OF THE IRS DETERMINATION LETTER AND ANY OTHER LITERATURE/INFORMATION RELATED TO THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FALL AND SPRING | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL TAX-EXEMPT PURPOSES; THE ORGANIZATION MUST BE ORGANIZED IN THE US OR ANY OF ITS POSSESSIONS, AND ANY GRANTS OR GIFTS TO THE ORGANIZATION MUST BE USED WITHIN THE US OR ANY OF ITS POSSESSIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUILDING BRIDGES ACROSS THE RIVER | |||||||
| 1901 MISSISSIPPI AVE SE 101 | WASHINGTON | DC | 20020 | NONE | PC | GENERAL MISSION | $260,000 |
| ACLU OF MASSACHUSETTS | |||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL MISSION | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | GENERAL MISSION | $2,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | GENERAL MISSION | $2,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL MISSION | $65,000 |
| ANACOSTIA WATERSHED SOCIETY INC | |||||||
| 4302 BALTIMORE AVE | BLADENSBURG | MD | 20710 | NONE | PC | GENERAL MISSION | $1,500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1100 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $75,000 |
| ARENA STAGE | |||||||
| 1101 6TH ST SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL MISSION | $5,000 |
| AVODAH | |||||||
| 1886 12TH STREET NW 3RD FLOOR | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $25,000 |
| AYUDA | |||||||
| 1413 K STREET NW STE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL MISSION | $25,000 |
| BALLET HISPANICO OF NY | |||||||
| 167 WEST 89TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL MISSION | $2,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NW 400 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL MISSION | $2,500 |
| BREAD FOR THE CITY | |||||||
| 1525 7TH STREET NW | WASHINGTON | DC | 20002 | NONE | PC | GENERAL MISSION | $50,000 |
| AMICA CENTER FOR IMMIGRANT RIGHTS | |||||||
| 1025 CONNECTICUT AVE NW SUITE 701 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $25,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NW | WASHINGTON | DC | 20017 | NONE | PC | GENERAL MISSION | $25,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | |||||||
| 3919 NATIONAL DR SUITE 200 | BURTONSVILLE | MD | 20866 | NONE | PC | GENERAL MISSION | $2,500 |
| CENTER FOR INSPIRED TEACHING | |||||||
| 1436 U ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $25,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 1634 EYE STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL MISSION | $25,000 |
| CHANGING PERCEPTIONS | |||||||
| 3318 ALDEN PLACE NW | WASHINGTON | DC | 20019 | NONE | PC | GENERAL MISSION | $15,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL MISSION | $2,000 |
| CHILDREN'S LAW CENTER | |||||||
| 501 3RD ST NW 800 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL MISSION | $30,000 |
| CHILDREN'S NATIONAL HOSPITAL FOUNDATION | |||||||
| 1 INVENTA PLACE 6TH FLOOR WEST | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL MISSION | $7,500 |
| COALITION FOR NON PROFIT EQUITY | |||||||
| 2001 S STREET NW SUITE 310 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $5,000 |
| COMMUNITY MEDIATION DC | |||||||
| 1532 GALLATIN ST NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL MISSION | $15,000 |
| COMMUNITY OF HOPE - GENERAL OPERATIONS | |||||||
| 4 ATLANTIC ST NW | WASHINGTON | DC | 20032 | NONE | PC | GENERAL MISSION | $25,000 |
| COMMUNITY SERVINGS INC | |||||||
| 179 AMORY STREET | JAMAICA PLAN | MA | 02130 | NONE | PC | GENERAL MISSION | $2,000 |
| COUNCIL FOR COURT EXCELLENCE | |||||||
| 1111 14TH ST NW STE 500 | WASHINGTON | DC | 20902 | NONE | PC | GENERAL MISSION | $25,000 |
| CRITICAL EXPOSURE | |||||||
| 1816 12TH ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $25,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL MISSION | $25,000 |
| DANCE INSTITUTE OF WASHINGTON | |||||||
| 3400 14TH STREET NW | WASHINGTON | DC | 20010 | NONE | PC | GENERAL MISSION | $5,000 |
| DC ACTION FOR CHILDREN | |||||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $45,000 |
| DC CENTRAL KITCHEN | |||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL MISSION | $164,000 |
| DC COLLEGE SUCCESS FOUNDATION | |||||||
| 1805 7TH STREET NW SUITE 500 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL MISSION | $35,000 |
| DC GREENS INC | |||||||
| 2000 P ST NW SUITE 240 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $25,000 |
| DC SCORES | |||||||
| 1224 M STREET NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL MISSION | $35,000 |
| DCJCC | |||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $25,000 |
| DC JUSTICE LAB | |||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $25,000 |
| DIVERSE CITY FUND | |||||||
| 518 KENNEDY STREET NW | WASHINGTON | DC | 20011 | NONE | PC | GENERAL MISSION | $25,000 |
| ED FORWARD | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL MISSION | $50,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL MISSION | $2,000 |
| FIGHT THE NEW DRUG | |||||||
| PO BOX 522378 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL MISSION | $2,500 |
| FRANCIS SCOTT KEY ELEMENTARY SCHOOL PTO | |||||||
| 5002 DANA PL NW | WASHINGTON | DC | 20017 | NONE | PC | GENERAL MISSION | $2,500 |
| FREE MINDS BOOK CLUB | |||||||
| 1816 12TH ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $25,000 |
| FRIENDS OF COMPASS INC | |||||||
| 2000 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL MISSION | $5,000 |
| FRIENDS OF IMPJ | |||||||
| 211 S SPALDING DR UNIT S403 | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL MISSION | $30,000 |
| GOODWILL OF GREATER WASHINGTON (NEW) | |||||||
| 1140 3RD STREET NW SUITE 350 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL MISSION | $25,000 |
| GUN VIOLENCE ARCHIVE INC | |||||||
| 1133 CONNECTICUT AVE NW SUITE 810 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $5,000 |
| HIGHER ACHIEVEMENT | |||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL MISSION | $40,000 |
| HUNTINGTON THEATRE COMPANY INC | |||||||
| 560 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL MISSION | $1,500 |
| IMPACT JUSTICE | |||||||
| 2930 LAKESHORE AVENUE SUITE 300 | OAKLAND | CA | 94610 | NONE | PC | GENERAL MISSION | $25,000 |
| IONA SENIOR SERVICES | |||||||
| 175 NORTH AVE | NEW ROCHELLE | NY | 10801 | NONE | PC | GENERAL MISSION | $25,000 |
| J STREET EDUCATION FUND INC | |||||||
| 1828 L ST NW SUITE 240 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $5,000 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL MISSION | $55,000 |
| JEWS UNITED FOR JUSTICE | |||||||
| 1633 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $80,000 |
| LATIN AMERICAN YOUTH CENTER | |||||||
| 1419 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $50,000 |
| LIFE PIECES TO MASTERPIECES | |||||||
| 5600 EADS STREET NE | WASHINGTON | DC | 20019 | NONE | PC | GENERAL MISSION | $27,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE STREET SUITE 2400 | NEW YORK | NY | 10005 | NONE | PC | GENERAL MISSION | $3,000 |
| MCIP INC | |||||||
| 3101 16TH ST NW | WASHINGTON | DC | 20010 | NONE | PC | GENERAL MISSION | $75,000 |
| MARTHA'S TABLE | |||||||
| 2375 ELVANS RD SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL MISSION | $27,000 |
| MARY'S CENTER | |||||||
| 344 UNIVERSITY BLVD WEST | SILVER SPRING | MD | 20901 | NONE | PC | GENERAL MISSION | $25,000 |
| MEDSTAR GEORGETOWN WISE CENTER | |||||||
| 3800 RESERVOIR RD NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL MISSION | $35,000 |
| MIRIAM'S KITCHEN | |||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL MISSION | $25,000 |
| MONTGOMERY FOOD COUNCIL | |||||||
| 4825 CORDELL AVE SUITE 204 | BETHESDA | MD | 20814 | NONE | PC | GENERAL MISSION | $2,000 |
| MONTGOMERY HOSPICE INC | |||||||
| 1355 PICCARD DR STE 100 | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL MISSION | $55,000 |
| NAMI | |||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL MISSION | $5,000 |
| NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE | |||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL MISSION | $10,000 |
| NATIONAL REENTRY NETWORK FOR RETURNING CITIZENS | |||||||
| 3227 DUBOIS PLACE SE | WASHINGTON | DC | 20019 | NONE | PC | GENERAL MISSION | $25,000 |
| ONE WORLD EDUCATION | |||||||
| 1800 KENYON STREET NW | WASHINGTON | DC | 20010 | NONE | PC | GENERAL MISSION | $25,000 |
| OPEN GOAL PROJECT | |||||||
| 1300 VAN BUREN ST NW | WASHINGTON | DC | 20012 | NONE | PC | GENERAL MISSION | $10,000 |
| PEACE FOR DC | |||||||
| 2030 Q ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $112,500 |
| PEACE PLAYERS | |||||||
| 1100 15TH STREET 4TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL MISSION | $3,000 |
| PLANNED PARENTHOOD OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL MISSION | $2,000 |
| PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC | |||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL MISSION | $50,000 |
| PROJECT CREATE | |||||||
| 2208 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL MISSION | $25,000 |
| PROJECT ON GOVERNMENT OVERSIGHT | |||||||
| 1100 13TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL MISSION | $3,000 |
| REACH | |||||||
| 729 8TH STREET SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL MISSION | $25,000 |
| RELIGIOUS ACTION CENTER | |||||||
| 2027 MASS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $45,000 |
| ROCK CREEK CONSERVANCY INC | |||||||
| 7200 WISCONSIN AVE SUITE 500 | BETHESDA | MD | 20814 | NONE | PC | GENERAL MISSION | $1,500 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL MISSION | $1,883 |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA RD NW STE 101 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $25,000 |
| SIXTH & I | |||||||
| 1816 12TH ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $25,000 |
| SMITHSONIAN INSTITUTE | |||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL MISSION | $2,000 |
| SOCIAL CAPITAL ACADEMY | |||||||
| 4 STARLIGHT | IRVINE | CA | 92603 | NONE | PC | GENERAL MISSION | $4,000 |
| SPEAK EASY STAGE | |||||||
| 700 HUNTINGTON PL SE | MARIETTA | GA | 30067 | NONE | PC | GENERAL MISSION | $1,500 |
| THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PC | GENERAL MISSION | $4,000 |
| THE BARKER ADOPTION FOUNDATION | |||||||
| 7979 OLD GEORGETOWN ROAD 1ST FLOOR | BETHESDA | MD | 20814 | NONE | PC | GENERAL MISSION | $35,000 |
| THE HOPE FOUNDATION REENTRY NETWORK | |||||||
| 2952 2ND ST SE | WASHINGTON | DC | 20032 | NONE | PC | GENERAL MISSION | $25,000 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD STE 100 | NORTH BETHESDA | MD | 20852 | NONE | PC | GENERAL MISSION | $175,000 |
| THE KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL MISSION | $12,500 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 507 CAPITOL CT NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL MISSION | $25,000 |
| THE LITERACY LAB | |||||||
| 1003 K ST NW STE 500 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL MISSION | $35,000 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL MISSION | $75,000 |
| THE PHILLIPS COLLECTION | |||||||
| 1600 21ST ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL MISSION | $25,000 |
| THE POSSE FOUNDATION | |||||||
| 1319 F STREET NW | WASHINGTON | DC | 20004 | NONE | PC | GENERAL MISSION | $30,000 |
| THE WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL MISSION | $40,000 |
| THE WIRE | |||||||
| PO BOX 56894 | NEW ORLEANS | LA | 70156 | NONE | PC | GENERAL MISSION | $10,000 |
| TZEDEK DC | |||||||
| 4340 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL MISSION | $40,000 |
| UNIVERSITY OF MD DEPT OF NEUROLOGY | |||||||
| 655 W BALTIMORE STREET | BALTIMORE | MD | 21201 | NONE | PC | GENERAL MISSION | $5,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| 1001 EMMET ST N | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL MISSION | $5,000 |
| USAGAINSTALZHEIMER'S C3 | |||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL MISSION | $20,000 |
| USHMM | |||||||
| 100 RAOUL WALLENBURG PL SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL MISSION | $12,500 |
| WASHINGTON AREA WOMEN'S FOUNDATION | |||||||
| 1331 H ST NW STE 1000 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL MISSION | $10,000 |
| WOMEN IN FILM AND VIDEO | |||||||
| 1200 18TH STREET NW STE 300 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL MISSION | $5,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL MISSION | $4,500 |
| YACHAD | |||||||
| 8720 GEORGIA AVE | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL MISSION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,902,883 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,125 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,560,015 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $455,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $735,550 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,753,461 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,753,461 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,751 | Amt |
| Net Investment Income | $9,626 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB #1810 | $8,980,658 | $8,980,658 |
| CHARLES SCHWAB #9485 | $27,039,754 | $27,039,754 |
| CPG ACTIVIST FUND (CS#2561) | $382,404 | $382,404 |
| CPG BROOKFIELD FUND (CS#2561) | $177,729 | $177,729 |
| CPG CARLYLE PRIVATE FUND (CS#2561) | $964,584 | $964,584 |
| DF DENT | $9,259,297 | $9,259,297 |
| LOOMIS SAYLES INVESTMENT | $3,067,423 | $3,067,423 |
| RAYMOND JAMES | $17,771,058 | $17,771,058 |
| TWEEDY BROWNE GLOBAL VALUE | $3,777,592 | $3,777,592 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERPRISE COMMUNITY | FMV | $409,037 | $409,037 |
| FEG PRIVATE OPP FUND | FMV | $484,180 | $484,180 |
| GOLDEN TREE DISTRESSED FUND III | FMV | $196,387 | $196,387 |
| GOLDEN TREE DISTRESSED CO-INVESTMENT FUND III | FMV | $174,011 | $174,011 |
| HILLSON PARTNERS LP | FMV | $2,240,907 | $2,240,907 |
| ICAPITAL BLACKSTONE (CS#2561) | FMV | $221,172 | $221,172 |
| ICAPITAL SLP VI AND SLA II ACCESS (CS#2561) | FMV | $448,484 | $448,484 |
| ISRAEL BONDS | FMV | $464,620 | $464,620 |
| NEXTGEN VENTURES FUND II | FMV | $527,348 | $527,348 |
| PINKARD FUND II | FMV | $160,735 | $160,735 |
| PINKARD FUND III | FMV | $153,001 | $153,001 |
| RETHINK IMPACT II | FMV | $246,564 | $246,564 |
| SWAN & LEGEND FUND 4 | FMV | $638,192 | $638,192 |
| TIFF DIVERSIFIED STRATEGY FUND | FMV | $2,141,193 | $2,141,193 |
| TIFF REAL ESTATE PARTNERS | FMV | $6,639 | $6,639 |
| VIKING PARTNERS IV | FMV | $217,261 | $217,261 |
| VIKING PARTNERS V | FMV | $80,550 | $80,550 |
| ICAPITAL BLUE OWL (CS#2561) | FMV | $785,956 | $785,956 |
| MCDF | FMV | $1,520 | $1,520 |
| FARRAGUT | FMV | $37,500 | $37,500 |
| OTTO LEARNING | FMV | $50,000 | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,737 | $0 | $3,737 |
| GIFTS | $1,040 | $0 | $1,040 |
| DUES & SUBSCRIPTIONS | $28,621 | $0 | $28,621 |
| QUICKBOOKS FEES | $660 | $0 | $660 |
| OTHER BUSINESS EXPENSES | $16,674 | $0 | $16,674 |
| ADVERTISING & MARKETING | $5,000 | $0 | $5,000 |
| REIMBURSABLE EXPENSES | $721 | $0 | $721 |
| REFUNDS | $4,428 | $0 | $4,428 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP ROYALTY INCOME | $19,880 | $19,880 | $19,880 |
| OTHER PARTNERSHIP INCOME | $435,891 | $435,891 | $435,891 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $12,564,932 |
| ADJUSTMENT TO REVALUE ASSETS TO FAIR MARKET VALUE | $11,472,005 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $204,327 | $0 | $204,327 |
| PAYROLL FEES | $195 | $0 | $195 |
| INVESTMENT MANGEMENT FEES | $441,096 | $441,096 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,658 | $0 | $7,658 |
| FOREIGN TAXES | $4,911 | $4,911 | $0 |
| TAXES WITHHELD ON INVESTMENTS | $52,988 | $52,988 | $0 |