BENDER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BENDER FOUNDATION INC (EIN 52-6054193)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313179349103906
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T16:31:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 RESEARCH BOULEVARD 300 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526054193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEND | BusinessNameControlTxt |
| Phone | 2028289000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 1150 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BENDER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2028289000 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BENDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE BROOKS HORN | PreparerPersonNm |
| PTIN | P00105040 | PTIN |
| Phone | 3019796000 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $142,468,997 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $139,226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139,226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,833,235 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,833,235 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $684,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,827,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $684,082 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,852,041 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,852,041 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,508,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,508,584 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $360,451 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $162,203 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $198,248 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $122,012 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,201 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $127,147 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $97,998 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,594 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,220 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,160 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $328,747 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $217,157 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $140,578 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $144,239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46,333 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $152,941 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $22,941 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $130,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $508,129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $212,831 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,855 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,722,837 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $716,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $667,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,089,542 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,089,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,812,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $716,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,756,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,303,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,791,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $804,201 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,640,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,288,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,288,537 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,180 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,129 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,180 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,180 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $71,354 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $101,280 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $101,280 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $39,349,745 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $39,349,745 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $39,349,745 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $39,349,745 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $12,745 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,745 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,745 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $59,768,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,068,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,068,883 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,064,526 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,770,005 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,770,005 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,164,425 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,298,329 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,298,329 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,198,001 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,578,293 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,578,293 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $164,083,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,468,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,468,997 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $134,838 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $164,905 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $134,838 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $164,905 | 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 | $163,948,431 | RetainedEarningBOYAmt |
| Retained Earning EOY | $142,304,092 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $163,948,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,304,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,083,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,468,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $163,948,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,303,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $160,644,636 | SubtotalAmt |
| Other Decreases | $18,340,544 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,304,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| K-1 PARTNERSHIP INVESTMENTS | P | $538,232 | $538,232 | $538,232 | |
| VANGUARD ST | $195,248 | -$120,719 | -$120,719 | $315,967 | |
| VANGUARD LT | $4,478,981 | -$629,917 | -$629,917 | $5,108,898 | |
| PIMCO TOTAL RETURN FUND | $999,999 | -$207,478 | -$207,478 | $1,207,477 | |
| MERRILL LYNCH # 02038 ST | $145,681 | -$5,197 | -$5,197 | $150,878 | |
| MERRILL LYNCH # 02038 LT | $610,929 | -$8,216 | -$8,216 | $619,145 | |
| MERRILL LYNCH # 02044 LT | $39,503 | $2,971 | $2,971 | $36,532 | |
| MERRILL LYNCH # 02041 ST | $39,079 | -$8,238 | -$8,238 | $47,317 | |
| MERRILL LYNCH # 02041 LT | $223,176 | $27,982 | $27,982 | $195,194 | |
| MERRILL LYNCH # 02771 ST | $54 | -$9 | -$9 | $63 | |
| MERRILL LYNCH # 02043 LT | $260,000 | $47,919 | $47,919 | $212,081 | |
| ISRAEL BOND REDEMPTION | $250,000 | $0 | $0 | $250,000 | |
| K-1 PARTNERSHIP INVESTMENTS | P | $166,465 | $166,465 | $166,465 | |
| CAPITAL GAINS DIVIDENDS | P | $880,287 | $880,287 | $880,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $684,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $201,511 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $301,511 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $234,907 | OverpaymentAmt |
| Applied To ES Tax | $234,907 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE BENDER SILVERPRESIDENT | IndividualWithBooksNm |
| Phone | 2028289000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE UNIT 104 | 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 | 0 | BusinessHoldingsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID S BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VP/TREASURER/SECRETARY | 10.00 | $12,000 | $0 | $0 |
| BARBARA A BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $12,000 | $41,108 | $0 |
| JASON BELINKIE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $138,876 | $0 | $0 |
| JENA RILEY | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,700 | $0 | $0 |
| JULIE BENDER SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | PRESIDENT | 40.00 | $190,675 | $49,101 | $0 |
| DAVID SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,400 | $0 | $0 |
| NIKKI BENDER COLE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $1,800 | $0 | $0 |
| NANETTE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAKE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE VERMILLION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BETHESDA METRO CENTER SUITE 1320 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EMPLOYEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $92,885 | CompensationAmt |
| Employee Benefits | $7,789 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTENTIONAL PHILANTHROPY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $107,090 | CompensationAmt |
| 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 | $110,567,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,894,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,608,749 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,070,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,070,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,296,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $150,774,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,538,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,538,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,604 | TotalTaxAmt |
| Distributable Before Adj | $7,472,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,472,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,472,118 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,756,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,756,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,472,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $680,346 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,756,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $680,346 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,076,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $395,714 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 2UNSTOPPABLE | ||||||
| 3810 SANDELWOOD COURT 200 | FAIRFAX | VA | 22031 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| AJC | ||||||
| 1156 15TH STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | 2022 BOOKBINDER AWARDS PROGRAM DONATION ONLY | $35,000 |
| ALL FOR RECOVERY | ||||||
| 10 CASTLE GARDEN COURT | OLNEY | MD | 20832 | PUBLIC CHARITY | GENERAL OPERATIONS SUPPORT TO PROVIDE GRANTS TO THOSE SUFFERING FROM ADDICTION | $20,000 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||
| 57 WEST 57TH STREE SUITE 904 | NEW YORK | NY | 10019 | PUBLIC CHARITY | GREAT LADIES LUNCHEON & FASHION SHOW | $2,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | 2021 HEART WALK | $59,009 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | HEART BALL | $150,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | PAINT THE TOWEN RED 2021 | $10,000 |
| AMERICAN UNIVERSITY | ||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | CENTER FOR ATHLETIC PERFORMANCE | $500,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | THE BENDER INSTITUTE COMBATTING BIAS, BULLYING AND ANTI-SEMITISM THROUGH EDUCATION | $250,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CONCERT AGAINST HATE | $25,000 |
| ASHLEY ADDICTION TREATMENT | ||||||
| 800 TYDINGS LANE | HAVRE DE GRACE | MD | 21078 | PUBLIC CHARITY | NEW ROOF & OUT OF DATE KITCHEN | $250,000 |
| ASSOCIATION FOR SAFE INTERNATIONAL ROAD TRAVEL | ||||||
| 11769 GAINSBORUGH ROAD | POTOMAC | MD | 20854 | PUBLIC CHARITY | PROTECTING STUDENTS AND HUMANITARIAN WORKERS ON ROADS | $7,500 |
| ATHLETES FOR HOPE | ||||||
| 2 BETHESDA MTERO CENTER 1320 | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| ATHLETES FOR HOPE | ||||||
| 2 BETHESDA METRO CENTER 1320 | BETHESDA | MD | 20814 | PUBLIC CHARITY | AFH SUBLEASE GRANT | $14,000 |
| ATHLETES UNITED FOR SOCIAL JUSTICE | ||||||
| 740 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $110,000 |
| AUTISM SPEAKS | ||||||
| 2474 S OCEAN BLVD | HIGHLAND BEACH | FL | 33487 | PUBLIC CHARITY | WALK PALM BEACH | $5,000 |
| AVODAH | ||||||
| 2202 18TH STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | ADODAH DC | $50,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | EXECU.SALARY SUPPORT | $300,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | BENDER-DOSIK PARENTING CENTER | $150,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | SORTS HALLOF FAME 2022 DONATION ONLY | $5,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | IMAGINE 2020 GALA | $10,000 |
| BEST BUDDIES INTERNATIONAL | ||||||
| 101 NORTH HAVEN STREET 205 | BALTIMORE | MD | 21229 | PUBLIC CHARITY | FRIENDSHIP WALK DONATION ONLY | $5,000 |
| BETHESDA CHEVY-CHASE RESCUE SQUAD | ||||||
| 5020 BATTERY LN | BETHESDA | DC | 20814 | PUBLIC CHARITY | STATE OF THE ART RESCUE SQUAD PAYM. | $100,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 3919 NATIONAL DRIVE 200 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | NTI TRAINING ADAPTATION FOR SCHOOL BASED MENTAL HEALTH PROFESSIONALS | $50,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | DC | 20852 | PUBLIC CHARITY | THREE YEAR MA'AYAN AND ATHLETICS | $50,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | HEARTSONGS 20TH ANNIVERSARY AND FAREWELL EVENT DONATION ONLY | $25,000 |
| CITY DANCE | ||||||
| 5301 TUCKERMAN LANE | POTOMAC | MD | 20854 | PUBLIC CHARITY | THE DREAM SCHOOL FOR DANCE / RENAMED THE VIVA SCHOOL (CITYDANCE) | $100,000 |
| COLLEGE TRACKS | ||||||
| 5126 MANNING DRIVE | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| COLLEGIATE DIRECTIONS INC | ||||||
| 4827 RUGBY AVE 001 | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2022 | $50,000 |
| COLON CANCER ALLIANCE | ||||||
| 1025 VERMONT AVENUE NW SUITE 1066 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | 2022 BLUE HOPE BASH DONATION ONLY | $25,000 |
| CROHN'S AND COLITIS FOUNDATION | ||||||
| 2202 18TH STREET NW 116 | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GOLF FOR GUTS | $10,000 |
| DC SCORES | ||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | POET-ATHLETE CITY | $25,000 |
| EVERYMIND | ||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| FAMILY SERVICES INC | ||||||
| 610 EAST DIAMOND AVE 100 | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | TRAUMA INFORMED SCHOOLS PROGRAMS (TIS) | $100,000 |
| FRIENDSHIP CIRCLE INC | ||||||
| 11621 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2022 | $15,000 |
| FURNISHHOPE DC | ||||||
| 1640 GOOD HOPE ROAD SE | WASHINGTON | DC | 20020 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| FUTURE LINK | ||||||
| 15 W GUDE DRIVE 150 | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $125,000 |
| GIRLS ON THE RUN OF MONTGOMERY COUNTY | ||||||
| 11821 PARKLAWN DR 125 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | FINANCIAL AID AND SHOES | $25,000 |
| HIAS | ||||||
| PO BOX 92077 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | EARMARKED FOR REFUGEES IN UKRAINE | $25,000 |
| HIGHER ACHIEVEMENT | ||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | 2021 VIRTUAL GOING PLACES | $15,000 |
| HIGHER ACHIEVEMENT | ||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | CAMPAIGN | $15,000 |
| HOMELESS CHILDREN'S PLAYTIME PROJECT | ||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 |
| HOPE AND A HOME | ||||||
| 1236 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GRACE DICKERSON HIGHER EDUCATION PROGRAMS | $50,000 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE201 | WASHINGTON | DC | 20007 | PUBLIC CHARITY | MORE THAN MEDICINE PAYMENT | $75,000 |
| IDENTITY INC | ||||||
| 414 E DIAMOND AVE | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $95,000 |
| IMAGINATION STAGE | ||||||
| 4908 AUBURN AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | LEARNING THROUGH THEATRE | $60,000 |
| JEWISH AGENCY FOR ISRAEL | ||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | UKRAINE REFUGEES | $25,000 |
| JEWISH COUNCIL FOR THE AGING | ||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2022 | $20,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||
| 6101 EXECUTIVE BLVD 100 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | ANNUAL CAMPAIGN | $50,000 |
| JEWISH SOCIAL SERVICE AGENCY | ||||||
| 6123 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | STARS COME OUT | $10,000 |
| JEWISH SOCIAL SERVICE AGENCY | ||||||
| 6123 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | CHILD MENTAL HEALTH | $60,000 |
| JEWISH SOCIAL SERVICE AGENCYQ | ||||||
| 200 WOODS HILL ROAD | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER ENDOWMENT FOR SENIOR SERVICES | $50,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH NW SUITE801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CELEBRATING JWI 125TH | $25,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH STREET NW 801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | LEADERSHIP INSTITUTE | $100,000 |
| KENNEDY CENTER | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | FOR THE PERFORMING ARTS EDUCATION PROGRAM | $25,000 |
| KOA SPORTS LEAGUE INC | ||||||
| 9801 WASHINGTON BLVD 105 | GAITHERSBURG | MD | 20878 | PUBLIC CHARITY | KOA SPORTS PLAY IT FORWARD SCHOLARSHIP FUND | $25,000 |
| LEVELING THE PLAYING FIELD | ||||||
| 9170 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| MACCABI USA | ||||||
| 1511 WALNUT STREET 401 | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | STUART WEITZMAN ENDOWED SCHOLARSHIP FUND FOR ATHLETES IN FINANCIAL NEED | $25,000 |
| MAKOM | ||||||
| 1500 E JEFFERSON STREET | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | MAKOM FY23 ANNUAL CAMPAIGN | $10,000 |
| MARATHON KIDS | ||||||
| PO BOX 41317 | AUSTIN TX | TX | 78704 | PUBLIC CHARITY | CREATING ACCESSIBILITY AND INCREASED EQUITY FOR PHYSCIAL ACTIVITY | $25,000 |
| MARYLAND HORSE FOUNDATION | ||||||
| 321 MAIN STREET | RESITERSTOWN | MD | 21136 | PUBLIC CHARITY | MARYLAND HORSE LIBRARY | $100,000 |
| MARY'S CENTER | ||||||
| 233 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| MEDSTAR WASHINGTON HOSPITAL CENTER | ||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL | $250,000 |
| MELVIN J BERMAN HEBREW ACADEMY | ||||||
| 13300 ARCTIC AVENUE | ROCKVILLE | MD | 20853 | PUBLIC CHARITY | PROGRAM DIRECTOR, FINE CAFE OF THE BERMAN HEBREW ACADEMY | $50,000 |
| NONPROFIT MONTGOMERY | ||||||
| 6010 EXECUTIVE BLVD 200 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | MMF MATCH FOR EARLY CHILDHOOD | $19,200 |
| PARENT ENCOURAGEMENT PROGRAM INC | ||||||
| 10100 CONNECTICUT AVENUE | KENSINGTON | MD | 208953809 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2022 | $25,000 |
| PEACE OF MIND | ||||||
| 5540 NEVADA AVE NW | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| POTOMAC COMMUNITY RESOURCES | ||||||
| 9200 KENTSDALE DRIVE | ROCKVILLE | MD | 20854 | PUBLIC CHARITY | FITNESS / HEALTH & WELLNESS PROGRAM | $30,000 |
| REACH EDUCATION INC | ||||||
| 10105 REPRISE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $125,000 |
| REAL FOOD FOR KIDS | ||||||
| 6166 HARDY DRIVE | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2022 | $25,000 |
| SO WHAT ELSE | ||||||
| ONE PRESERVE PARKWAY SUITE 150 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | CLINICAL LADDER AND NURSING CLINICAL LEADER FELLOWSHIP | $100,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | ADDICTION TREATMENT CENTER TRANSITION RECOVERY GUIDE | $83,333 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER EMERGENCY DEPARTMENT | $250,000 |
| SUNFLOWER BAKERY | ||||||
| 5951 HALPINE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| TEENS RUN DC | ||||||
| PO BOX 15651 | WASHINGTON | DC | 20003 | PUBLIC CHARITY | TEENS RUN DC PROGRAM | $25,000 |
| THE LITERACY LAB | ||||||
| 1400 16TH ST NW 410 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | THE LITERACY LAB - METRO DC | $38,000 |
| THE NATIONAL THEATRE | ||||||
| 1321 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | ANNUAL MEMBERSHIP | $1,500 |
| TORTURE ABOLITION AND SURVIVORS SUPP | ||||||
| 4121 HAREWOOD ROAD NE SUITE B | WASHINGTON | VA | 20017 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| TREE OF HOPE ASSOCIATION | ||||||
| 30 COURTHOUSE SQUARE G1 | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | PEER RECOVERY PROGRAM | $40,000 |
| UNITED STATES HOLOCAUST MEMORIAL | ||||||
| 4603 CALVERT RD | COLLEGE PARK | DC | 20740 | PUBLIC CHARITY | BEYOND OUR WALLS FUND | $200,000 |
| VANGUARD CHARITABLE FUND | ||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | PUBLIC CHARITY | CONTRIBUTION TO BENDER FOUNDATION DAF | $700,000 |
| VANGUARD CHARITABLE FUND | ||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| VIVA SCHOOL (CITYDANCE) | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | THE VIVA SCHOOL'S INAUGRAL ENVISON GALA DONATION ONLY | $10,000 |
| WETA | ||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PUBLIC CHARITY | WELL BEINGS OUT OF THE DARK ONLINE DIGITAL SERIES | $75,000 |
| WOLF TRAP FOUNDATION | ||||||
| 1645 TRAP ROAD | VIENNA | DC | 22182 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20001 | PUBLIC CHARITY | REFUGEE SUPPORT (UKRAINE) | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,089,542 | 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 | $139,226 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,833,235 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,852,041 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $684,082 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,508,584 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,508,584 | 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 FEES | CategoryTxt |
| Amt | $8,320 | Amt |
| Net Investment Income | $2,660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,160 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOLAN MCENIRY BONDS-ML | $3,406,306 | $3,406,306 |
| HARBOR BOND FUND | $5,073,222 | $5,073,222 |
| VANGUARD HIGH YIELD CORP | $5,222,543 | $5,222,543 |
| VANGUARD REIT INDEX | $3,091,819 | $3,091,819 |
| VANGUARD SHORT-TERM INVESTMENT | $976,115 | $976,115 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DANAHER CORP- VANGUARD | $5,209,566 | $5,209,566 |
| FIRST EAGLE FUNDS | $4,231,288 | $4,231,288 |
| FORTIVE CORP | $562,295 | $562,295 |
| LATCH INC | $7,210 | $7,210 |
| MERRILL LYNCH-PRITSIOS | $1,237,331 | $1,237,331 |
| T ROWE PRICE INT'L EQUITY | $751,103 | $751,103 |
| TWEEDY BROWNE GLOBAL VALUE | $3,307,996 | $3,307,996 |
| VANGUARD DEV MKTS INDEX | $2,328,925 | $2,328,925 |
| VANGUARD DIVIDEND GROWTH | $4,313,313 | $4,313,313 |
| VANGUARD EMERGING MKTS | $3,418,095 | $3,418,095 |
| VANGUARD EQUITY INCOME FUND | $3,159,272 | $3,159,272 |
| VANGUARD EUROPEAN STOCK | $2,414,038 | $2,414,038 |
| VANGUARD INTER TERM INV | $4,916,321 | $4,916,321 |
| VANGUARD TOTAL STK | $8,357,765 | $8,357,765 |
| YACHTMAN FUND | $3,854,365 | $3,854,365 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALCENTRA | FMV | $41,739 | $41,739 |
| BAIN CAPITAL | FMV | $646,437 | $646,437 |
| BCP VIII ACCESS FUND | FMV | $290,020 | $290,020 |
| BEL AIR VENTURES LLC | FMV | $500,000 | $500,000 |
| BLACKSTONE SOLUTIONS 2016 FUND | FMV | $477,636 | $477,636 |
| BLACKSTONE ALT SOL IV | FMV | $412,596 | $412,596 |
| BLACKSTONE GSO SECURED | FMV | $443,491 | $443,491 |
| BLACKSTONE STRATEGIC | FMV | $302,539 | $302,539 |
| BLUESTONE INVESTMENT PARTNERS II | FMV | $800,000 | $800,000 |
| CAMBER CREEK IV | FMV | $52,387 | $52,387 |
| CAMBER CREEK VI | FMV | $265,000 | $265,000 |
| CAPITAL BANK CONVERTIBLE DEBT | FMV | $3,923,365 | $3,923,365 |
| CAPITAL GROUP INTERNATIONAL- ML | FMV | $1,009,013 | $1,009,013 |
| CARLYLE BUYOUT II | FMV | $275,921 | $275,921 |
| CHAMBER CREEK FUND III | FMV | $355,000 | $355,000 |
| ESCHATON OPPORTUNITY FUND-CAPITAL BANK | FMV | $2,762,076 | $2,762,076 |
| GOLDENFIELD LANE OWNER LLC | FMV | $500,000 | $500,000 |
| HILLTOP OUTPARCEL LLC | FMV | $12,712 | $12,712 |
| HILLTOP PLAZA | FMV | $487,288 | $487,288 |
| JBGSMITH PROPERTIES | FMV | $69,168 | $69,168 |
| MANOR ROAD OWNER LLC | FMV | $500,000 | $500,000 |
| OAKMARK INT'L | FMV | $2,128,658 | $2,128,658 |
| OWL ROCK | FMV | $977,072 | $977,072 |
| PIMCO TOTAL RETURN FUND | FMV | $523,992 | $523,992 |
| SCHWAB FUND INT'L LARGE | FMV | $879,368 | $879,368 |
| SCHWAB FUND US LARGE | FMV | $10,396,344 | $10,396,344 |
| SEQUOIA FUND | FMV | $4,498,035 | $4,498,035 |
| URBAN EDGE PROPERTIES | FMV | $51,507 | $51,507 |
| VONTIER CORP | FMV | $67,017 | $67,017 |
| VORNADO REALTY LP | FMV | $149,948 | $149,948 |
| ZITELMAN PARTNERS - SACHS CAPITAL VCARE LLC | FMV | $500,000 | $500,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE RECEIVABLE | $952,443 | $990,919 | $990,919 |
| PREPAID INCOME TAXES | $232,813 | $234,907 | $234,907 |
| SECURITY DEPOSIT | $12,745 | $12,745 | $12,745 |
| ACCRUED INTEREST INCOME | $339,722 | $339,722 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $18,340,544 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSPORTATION | $16,314 | $0 | $16,314 |
| OFFICE EXPENSE | $2,704 | $0 | $2,704 |
| TELEPHONE | $8,837 | $0 | $8,837 |
| K-1 PARTNERSHIP INVESTMENT LOSSES | $480,274 | $212,831 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NOTE RECEIVABLE INTEREST | $1,851,854 | $1,851,854 | $1,851,854 |
| MISCELLANEOUS INCOME | $187 | $187 | $187 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 PARTNERSHIP INVESTMENT FEES | $164,590 | $164,590 | $0 |
| CONSULTING FEES | $111,590 | $0 | $140,578 |
| INVESTMENT BROKER FEES | $52,567 | $52,567 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $40,793 | $40,793 | $0 |
| K-1 PARTNERSHIP INVESTMENT FOREIGN TAXES | $5,540 | $5,540 | $0 |
| FEDERAL EXCISE TAX | $97,906 | $0 | $0 |