2024-11-08T14:19:46-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990PF 2023-01-01 521691418 ENGLAND FAMILY FOUNDATION (FKA THE LOIS AND RICHARD ENGLAND FOUNDATION INC) ENGL 3013270030 4800 HAMPDEN LANE STE 233 BETHESDA MD 20814 RICHARD ENGLAND JR PRESIDENT 2402350988 2024-11-08 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z X 89003370 X X 2125 2125 1560015 1560015 735550 4876357 735550 455771 455771 2753461 2753461 106086 0 106086 13751 9626 4125 645618 441096 204522 2402 2402 0 65557 57899 7658 24537 0 24537 60881 0 60881 918832 511023 407809 2902883 2902883 3821715 511023 3310692 -1068254 2242438 365310 7897614 7897614 58816809 71420499 71420499 6843398 9685257 9685257 66025517 89003370 89003370 9170 0 9170 X 0 0 0 0 66025517 88994200 66025517 88994200 66025517 89003370 66025517 -1068254 24036937 88994200 0 88994200 PUBLICLY TRADED SECURITIES P 4140653 4140807 -154 -154 CAPITAL GAINS DIVIDENDS P 735704 735704 735704 735550 31170 0 31170 0 31170 50593 0 0 0 50593 0 19423 19423 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A HANNAH HAHN 3013270030 4800 HAMPDEN LANE STE 233 BETHESDA MD 20814 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 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 92308 13778 0 NONE 0 MAI CAPITAL MANAGEMENT 106 HARRISON ST SE LEESBURG VA 20175 INVESTMENT MANAGEMENT 305531 SARC CONSULTING 2238 N ILLINOIS ST ARLINGTON VA 22205 CONSULTING SERVICES 157832 WILMINGTON TRUST 1100 NORTH MARKET STREET WILMINGTON DE 19890 INVESTMENT MANAGEMENT 57040 ALEX BROWN 801 17TH ST NW WASHINGTON DC 20006 INVESTMENT MANAGEMENT 56521 0 0 67527833 4080476 11297068 82905377 0 0 82905377 1243581 81661796 4083090 4083090 31170 31170 4051920 0 4051920 0 4051920 3310692 0 3310692 4051920 0 0 1238483 192191 30481 1461155 3310692 0 0 0 3310692 0 741228 741228 719927 0 0 0 0 0 0 497255 222672 192191 30481 X RICHARD ENGLAND 4800 HAMPDEN LANE SUITE 233 BETHESDA MD 20814 3013270030 IN WRITING; INCLUDE AN ANNUAL REPORT, A COPY OF THE IRS DETERMINATION LETTER AND ANY OTHER LITERATURE/INFORMATION RELATED TO THE ORGANIZATION. FALL AND SPRING 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. BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE 101 WASHINGTON DC 20020 NONE PC GENERAL MISSION 260000 ACLU OF MASSACHUSETTS 211 CONGRESS STREET BOSTON MA 02110 NONE PC GENERAL MISSION 2000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PC GENERAL MISSION 2000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NONE PC GENERAL MISSION 2000 AMERICAN JEWISH COMMITTEE 165 EAST 56TH ST NEW YORK NY 10022 NONE PC GENERAL MISSION 65000 ANACOSTIA WATERSHED SOCIETY INC 4302 BALTIMORE AVE BLADENSBURG MD 20710 NONE PC GENERAL MISSION 1500 ANTI-DEFAMATION LEAGUE 1100 CONNECTICUT AVE NW WASHINGTON DC 20036 NONE PC GENERAL MISSION 75000 ARENA STAGE 1101 6TH ST SW WASHINGTON DC 20024 NONE PC GENERAL MISSION 5000 AVODAH 1886 12TH STREET NW 3RD FLOOR WASHINGTON DC 20009 NONE PC GENERAL MISSION 25000 AYUDA 1413 K STREET NW STE 500 WASHINGTON DC 20005 NONE PC GENERAL MISSION 25000 BALLET HISPANICO OF NY 167 WEST 89TH STREET NEW YORK NY 10024 NONE PC GENERAL MISSION 2500 BRADY CENTER TO PREVENT GUN VIOLENCE 840 FIRST ST NW 400 WASHINGTON DC 20002 NONE PC GENERAL MISSION 2500 BREAD FOR THE CITY 1525 7TH STREET NW WASHINGTON DC 20002 NONE PC GENERAL MISSION 50000 AMICA CENTER FOR IMMIGRANT RIGHTS 1025 CONNECTICUT AVE NW SUITE 701 WASHINGTON DC 20036 NONE PC GENERAL MISSION 25000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE NW WASHINGTON DC 20017 NONE PC GENERAL MISSION 25000 CENTER FOR ADOPTION SUPPORT AND EDUCATION 3919 NATIONAL DR SUITE 200 BURTONSVILLE MD 20866 NONE PC GENERAL MISSION 2500 CENTER FOR INSPIRED TEACHING 1436 U ST NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 25000 CENTER FOR REPRODUCTIVE RIGHTS 1634 EYE STREET NW WASHINGTON DC 20006 NONE PC GENERAL MISSION 25000 CHANGING PERCEPTIONS 3318 ALDEN PLACE NW WASHINGTON DC 20019 NONE PC GENERAL MISSION 15000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 NONE PC GENERAL MISSION 2000 CHILDREN'S LAW CENTER 501 3RD ST NW 800 WASHINGTON DC 20001 NONE PC GENERAL MISSION 30000 CHILDREN'S NATIONAL HOSPITAL FOUNDATION 1 INVENTA PLACE 6TH FLOOR WEST SILVER SPRING MD 20910 NONE PC GENERAL MISSION 7500 COALITION FOR NON PROFIT EQUITY 2001 S STREET NW SUITE 310 WASHINGTON DC 20009 NONE PC GENERAL MISSION 5000 COMMUNITY MEDIATION DC 1532 GALLATIN ST NE WASHINGTON DC 20017 NONE PC GENERAL MISSION 15000 COMMUNITY OF HOPE - GENERAL OPERATIONS 4 ATLANTIC ST NW WASHINGTON DC 20032 NONE PC GENERAL MISSION 25000 COMMUNITY SERVINGS INC 179 AMORY STREET JAMAICA PLAN MA 02130 NONE PC GENERAL MISSION 2000 COUNCIL FOR COURT EXCELLENCE 1111 14TH ST NW STE 500 WASHINGTON DC 20902 NONE PC GENERAL MISSION 25000 CRITICAL EXPOSURE 1816 12TH ST NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 25000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE PC GENERAL MISSION 25000 DANCE INSTITUTE OF WASHINGTON 3400 14TH STREET NW WASHINGTON DC 20010 NONE PC GENERAL MISSION 5000 DC ACTION FOR CHILDREN 1400 16TH STREET NW SUITE 740 WASHINGTON DC 20036 NONE PC GENERAL MISSION 45000 DC CENTRAL KITCHEN 425 2ND ST NW WASHINGTON DC 20001 NONE PC GENERAL MISSION 164000 DC COLLEGE SUCCESS FOUNDATION 1805 7TH STREET NW SUITE 500 WASHINGTON DC 20003 NONE PC GENERAL MISSION 35000 DC GREENS INC 2000 P ST NW SUITE 240 WASHINGTON DC 20036 NONE PC GENERAL MISSION 25000 DC SCORES 1224 M STREET NW SUITE 200 WASHINGTON DC 20005 NONE PC GENERAL MISSION 35000 DCJCC 1529 16TH STREET NW WASHINGTON DC 20036 NONE PC GENERAL MISSION 25000 DC JUSTICE LAB 1200 U STREET NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 25000 DIVERSE CITY FUND 518 KENNEDY STREET NW WASHINGTON DC 20011 NONE PC GENERAL MISSION 25000 ED FORWARD 1805 7TH ST NW WASHINGTON DC 20001 NONE PC GENERAL MISSION 50000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PC GENERAL MISSION 2000 FIGHT THE NEW DRUG PO BOX 522378 SALT LAKE CITY UT 84152 NONE PC GENERAL MISSION 2500 FRANCIS SCOTT KEY ELEMENTARY SCHOOL PTO 5002 DANA PL NW WASHINGTON DC 20017 NONE PC GENERAL MISSION 2500 FREE MINDS BOOK CLUB 1816 12TH ST NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 25000 FRIENDS OF COMPASS INC 2000 PENNSYLVANIA AVE NW WASHINGTON DC 20006 NONE PC GENERAL MISSION 5000 FRIENDS OF IMPJ 211 S SPALDING DR UNIT S403 BEVERLY HILLS CA 90212 NONE PC GENERAL MISSION 30000 GOODWILL OF GREATER WASHINGTON (NEW) 1140 3RD STREET NW SUITE 350 WASHINGTON DC 20002 NONE PC GENERAL MISSION 25000 GUN VIOLENCE ARCHIVE INC 1133 CONNECTICUT AVE NW SUITE 810 WASHINGTON DC 20036 NONE PC GENERAL MISSION 5000 HIGHER ACHIEVEMENT 317 8TH STREET NE WASHINGTON DC 20002 NONE PC GENERAL MISSION 40000 HUNTINGTON THEATRE COMPANY INC 560 HARRISON AVE BOSTON MA 02118 NONE PC GENERAL MISSION 1500 IMPACT JUSTICE 2930 LAKESHORE AVENUE SUITE 300 OAKLAND CA 94610 NONE PC GENERAL MISSION 25000 IONA SENIOR SERVICES 175 NORTH AVE NEW ROCHELLE NY 10801 NONE PC GENERAL MISSION 25000 J STREET EDUCATION FUND INC 1828 L ST NW SUITE 240 WASHINGTON DC 20036 NONE PC GENERAL MISSION 5000 JEWISH SOCIAL SERVICE AGENCY 200 WOOD HILL ROAD ROCKVILLE MD 20850 NONE PC GENERAL MISSION 55000 JEWS UNITED FOR JUSTICE 1633 CONNECTICUT AVE NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 80000 LATIN AMERICAN YOUTH CENTER 1419 COLUMBIA ROAD NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 50000 LIFE PIECES TO MASTERPIECES 5600 EADS STREET NE WASHINGTON DC 20019 NONE PC GENERAL MISSION 27000 LYMPHOMA RESEARCH FOUNDATION 88 PINE STREET SUITE 2400 NEW YORK NY 10005 NONE PC GENERAL MISSION 3000 MCIP INC 3101 16TH ST NW WASHINGTON DC 20010 NONE PC GENERAL MISSION 75000 MARTHA'S TABLE 2375 ELVANS RD SE WASHINGTON DC 20020 NONE PC GENERAL MISSION 27000 MARY'S CENTER 344 UNIVERSITY BLVD WEST SILVER SPRING MD 20901 NONE PC GENERAL MISSION 25000 MEDSTAR GEORGETOWN WISE CENTER 3800 RESERVOIR RD NW WASHINGTON DC 20007 NONE PC GENERAL MISSION 35000 MIRIAM'S KITCHEN 2401 VIRGINIA AVE NW WASHINGTON DC 20037 NONE PC GENERAL MISSION 25000 MONTGOMERY FOOD COUNCIL 4825 CORDELL AVE SUITE 204 BETHESDA MD 20814 NONE PC GENERAL MISSION 2000 MONTGOMERY HOSPICE INC 1355 PICCARD DR STE 100 ROCKVILLE MD 20850 NONE PC GENERAL MISSION 55000 NAMI 4301 WILSON BLVD SUITE 300 ARLINGTON VA 22203 NONE PC GENERAL MISSION 5000 NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE 1400 CONSTITUTION AVE NW WASHINGTON DC 20001 NONE PC GENERAL MISSION 10000 NATIONAL REENTRY NETWORK FOR RETURNING CITIZENS 3227 DUBOIS PLACE SE WASHINGTON DC 20019 NONE PC GENERAL MISSION 25000 ONE WORLD EDUCATION 1800 KENYON STREET NW WASHINGTON DC 20010 NONE PC GENERAL MISSION 25000 OPEN GOAL PROJECT 1300 VAN BUREN ST NW WASHINGTON DC 20012 NONE PC GENERAL MISSION 10000 PEACE FOR DC 2030 Q ST NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 112500 PEACE PLAYERS 1100 15TH STREET 4TH FLOOR WASHINGTON DC 20005 NONE PC GENERAL MISSION 3000 PLANNED PARENTHOOD OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON MA 02215 NONE PC GENERAL MISSION 2000 PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC 1225 4TH ST NE WASHINGTON DC 20002 NONE PC GENERAL MISSION 50000 PROJECT CREATE 2208 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 20020 NONE PC GENERAL MISSION 25000 PROJECT ON GOVERNMENT OVERSIGHT 1100 13TH STREET NW SUITE 800 WASHINGTON DC 20005 NONE PC GENERAL MISSION 3000 REACH 729 8TH STREET SE WASHINGTON DC 20003 NONE PC GENERAL MISSION 25000 RELIGIOUS ACTION CENTER 2027 MASS AVENUE NW WASHINGTON DC 20036 NONE PC GENERAL MISSION 45000 ROCK CREEK CONSERVANCY INC 7200 WISCONSIN AVE SUITE 500 BETHESDA MD 20814 NONE PC GENERAL MISSION 1500 SIDWELL FRIENDS SCHOOL 3825 WISCONSIN AVE NW WASHINGTON DC 20016 NONE PC GENERAL MISSION 1883 SITAR ARTS CENTER 1700 KALORAMA RD NW STE 101 WASHINGTON DC 20009 NONE PC GENERAL MISSION 25000 SIXTH & I 1816 12TH ST NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 25000 SMITHSONIAN INSTITUTE PO BOX 37012 MRC 035 WASHINGTON DC 20013 NONE PC GENERAL MISSION 2000 SOCIAL CAPITAL ACADEMY 4 STARLIGHT IRVINE CA 92603 NONE PC GENERAL MISSION 4000 SPEAK EASY STAGE 700 HUNTINGTON PL SE MARIETTA GA 30067 NONE PC GENERAL MISSION 1500 THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 EAST 42ND STREET NEW YORK NY 10017 NONE PC GENERAL MISSION 4000 THE BARKER ADOPTION FOUNDATION 7979 OLD GEORGETOWN ROAD 1ST FLOOR BETHESDA MD 20814 NONE PC GENERAL MISSION 35000 THE HOPE FOUNDATION REENTRY NETWORK 2952 2ND ST SE WASHINGTON DC 20032 NONE PC GENERAL MISSION 25000 THE JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD STE 100 NORTH BETHESDA MD 20852 NONE PC GENERAL MISSION 175000 THE KENNEDY CENTER 2700 F ST NW WASHINGTON DC 20566 NONE PC GENERAL MISSION 12500 THE LEUKEMIA & LYMPHOMA SOCIETY 507 CAPITOL CT NE WASHINGTON DC 20002 NONE PC GENERAL MISSION 25000 THE LITERACY LAB 1003 K ST NW STE 500 WASHINGTON DC 20001 NONE PC GENERAL MISSION 35000 THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH PO BOX 4777 NEW YORK NY 10163 NONE PC GENERAL MISSION 75000 THE PHILLIPS COLLECTION 1600 21ST ST NW WASHINGTON DC 20009 NONE PC GENERAL MISSION 25000 THE POSSE FOUNDATION 1319 F STREET NW WASHINGTON DC 20004 NONE PC GENERAL MISSION 30000 THE WASHINGTON BALLET 3515 WISCONSIN AVE NW WASHINGTON DC 20016 NONE PC GENERAL MISSION 40000 THE WIRE PO BOX 56894 NEW ORLEANS LA 70156 NONE PC GENERAL MISSION 10000 TZEDEK DC 4340 CONNECTICUT AVE NW WASHINGTON DC 20008 NONE PC GENERAL MISSION 40000 UNIVERSITY OF MD DEPT OF NEUROLOGY 655 W BALTIMORE STREET BALTIMORE MD 21201 NONE PC GENERAL MISSION 5000 UNIVERSITY OF VIRGINIA 1001 EMMET ST N CHARLOTTESVILLE VA 22903 NONE PC GENERAL MISSION 5000 USAGAINSTALZHEIMER'S C3 2 WISCONSIN CIRCLE SUITE 700 CHEVY CHASE MD 20815 NONE PC GENERAL MISSION 20000 USHMM 100 RAOUL WALLENBURG PL SW WASHINGTON DC 20024 NONE PC GENERAL MISSION 12500 WASHINGTON AREA WOMEN'S FOUNDATION 1331 H ST NW STE 1000 WASHINGTON DC 20005 NONE PC GENERAL MISSION 10000 WOMEN IN FILM AND VIDEO 1200 18TH STREET NW STE 300 WASHINGTON DC 20036 NONE PC GENERAL MISSION 5000 WORLD CENTRAL KITCHEN 655 NEW YORK AVE NW 6TH FLOOR WASHINGTON DC 20001 NONE PC GENERAL MISSION 4500 YACHAD 8720 GEORGIA AVE SILVER SPRING MD 20910 NONE PC GENERAL MISSION 25000 2902883 0 14 2125 14 1560015 14 455771 18 735550 0 2753461 0 2753461 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 13751 9626 4125 CHARLES SCHWAB #1810 8980658 8980658 CHARLES SCHWAB #9485 27039754 27039754 CPG ACTIVIST FUND (CS#2561) 382404 382404 CPG BROOKFIELD FUND (CS#2561) 177729 177729 CPG CARLYLE PRIVATE FUND (CS#2561) 964584 964584 DF DENT 9259297 9259297 LOOMIS SAYLES INVESTMENT 3067423 3067423 RAYMOND JAMES 17771058 17771058 TWEEDY BROWNE GLOBAL VALUE 3777592 3777592 ENTERPRISE COMMUNITY FMV 409037 409037 FEG PRIVATE OPP FUND FMV 484180 484180 GOLDEN TREE DISTRESSED FUND III FMV 196387 196387 GOLDEN TREE DISTRESSED CO-INVESTMENT FUND III FMV 174011 174011 HILLSON PARTNERS LP FMV 2240907 2240907 ICAPITAL BLACKSTONE (CS#2561) FMV 221172 221172 ICAPITAL SLP VI AND SLA II ACCESS (CS#2561) FMV 448484 448484 ISRAEL BONDS FMV 464620 464620 NEXTGEN VENTURES FUND II FMV 527348 527348 PINKARD FUND II FMV 160735 160735 PINKARD FUND III FMV 153001 153001 RETHINK IMPACT II FMV 246564 246564 SWAN & LEGEND FUND 4 FMV 638192 638192 TIFF DIVERSIFIED STRATEGY FUND FMV 2141193 2141193 TIFF REAL ESTATE PARTNERS FMV 6639 6639 VIKING PARTNERS IV FMV 217261 217261 VIKING PARTNERS V FMV 80550 80550 ICAPITAL BLUE OWL (CS#2561) FMV 785956 785956 MCDF FMV 1520 1520 FARRAGUT FMV 37500 37500 OTTO LEARNING FMV 50000 50000 INSURANCE 3737 0 3737 GIFTS 1040 0 1040 DUES & SUBSCRIPTIONS 28621 0 28621 QUICKBOOKS FEES 660 0 660 OTHER BUSINESS EXPENSES 16674 0 16674 ADVERTISING & MARKETING 5000 0 5000 REIMBURSABLE EXPENSES 721 0 721 REFUNDS 4428 0 4428 PARTNERSHIP ROYALTY INCOME 19880 19880 19880 OTHER PARTNERSHIP INCOME 435891 435891 435891 UNREALIZED GAIN/LOSS 12564932 ADJUSTMENT TO REVALUE ASSETS TO FAIR MARKET VALUE 11472005 CONSULTING 204327 0 204327 PAYROLL FEES 195 0 195 INVESTMENT MANGEMENT FEES 441096 441096 0 PAYROLL TAXES 7658 0 7658 FOREIGN TAXES 4911 4911 0 TAXES WITHHELD ON INVESTMENTS 52988 52988 0