THE MORNINGSTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MORNINGSTAR PHILANTHROPIC FOUNDATION (EIN 52-1270464)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313189349100401
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T23:13:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 521270464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORNINGSTAR PHILANTHROPIC FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A THE MORNINGSTAR FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORN | BusinessNameControlTxt |
| Phone | 2407521700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVENUE 810N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GELMAN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2407521700 | 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 | MICHAEL | PersonFirstNm |
| Person Last | GELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL CALDWELL | PreparerPersonNm |
| PTIN | P01274062 | PTIN |
| Phone | 4157642700 | PhoneNum |
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 | $422,763,428 | 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 |
| Dividends Rev And Expnss | $8,483,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,483,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,066,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,162,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,066,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $161,594 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $161,594 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $39,711,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,711,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $295,943 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $295,943 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $82,506 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $82,506 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,774 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,774 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,347 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,347 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,927,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,904,650 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,856 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $201,224 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $201,224 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,407 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,135 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $142 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $142 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,958,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,627,140 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $331,591 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,609,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,798,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $811,294 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,038,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,038,243 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,647,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,798,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,849,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,063,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,913,204 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,142,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,161,313 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,161,313 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,702 | AcctRcvblAmt |
| Acct Rcvbl BOY | $25,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,702 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,702 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $20,072,485 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $24,076,856 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $20,072,485 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $20,072,485 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $524,163,661 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $392,301,910 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $392,301,910 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $223,018 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $223,018 | LandBOYAmt |
| Land EOY | $223,018 | LandEOYAmt |
| Land EOYFMV | $223,018 | LandEOYFMVAmt |
| Total Assets BOY | $552,631,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $422,763,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $422,763,428 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $384,728 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,822 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $384,728 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,822 | 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 | $552,246,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $422,758,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $552,246,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $422,758,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $552,631,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $422,763,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $552,246,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,063,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $565,310,118 | SubtotalAmt |
| Other Decreases | $142,551,512 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $422,758,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $808,293 | $96,152 | $712,141 | $712,141 |
| FROM PASSTHROUGH ENTITIES | P | $360,036 | $360,036 | $360,036 | |
| FROM PASSTHROUGH ENTITIES | P | $29,993,984 | $29,993,984 | $29,993,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,066,161 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $471,394 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $471,394 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $471,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $486,146 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $561,146 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $89,752 | OverpaymentAmt |
| Applied To ES Tax | $89,752 | 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 |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2407521700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVENUE 810N | 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN R GELMAN | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | DIRECTOR/PRESIDENT | 5.00 | $0 | $0 | $0 |
| MICHAEL C GELMAN | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | DIRECTOR/V.P./TREAS./SEC. | 20.00 | $0 | $42,887 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ADINA BARKINSKIY | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | DIRECTOR OF PROGRAMS | 30.00 | $126,231 | $29,956 | $0 |
| LISA JACOBSON | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | SR. PROGRAM OFFICER | 40.00 | $95,530 | $10,797 | $0 |
| GAIL HYMAN | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | GRANTS ADMINISTRATOR | 34.00 | $55,392 | $1,662 | $0 |
| 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 | CRESTVIEW MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE 810N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $3,902,150 | 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 | $459,806,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,054,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,089,522 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $485,951,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $485,951,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,289,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $478,662,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,933,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,933,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $471,394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $471,394 | TotalTaxAmt |
| Distributable Before Adj | $23,461,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,004,370 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,466,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,466,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,849,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,849,537 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,466,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,752,766 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,849,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,752,766 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,096,771 | 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 | $8,369,311 | 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) |
|---|---|---|
| Contributing Manager | SUSAN R GELMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (178 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA | ||||||||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| A WIDER BRIDGE | ||||||||||||
| 1441 BROADWAY SUITE 6149 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| A WIDER BRIDGE | ||||||||||||
| 1441 BROADWAY SUITE 6149 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| ACLU OF THE DISTRICT OF COLUMBIA | ||||||||||||
| 915 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| ADAS ISRAEL CONGREGATION | ||||||||||||
| 2850 QUEBEC STREET NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| ADAS ISRAEL CONGREGATION | ||||||||||||
| 2850 QUEBEC STREET NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| ALLIANCE FOR MIDDLE EAST PEACE | ||||||||||||
| 1725 I ST NW SUITE | WASHINGTON | DC | 20006 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| AMERICAN FRIENDS OF YAHAD-IN UNUM | ||||||||||||
| 25 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| 45 WEST 36TH STREET 10TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| AMERICAN UNIVERSITY HILLEL | ||||||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200168010 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| ANACOSTIA WATERSHED SOCIETY | ||||||||||||
| 4302 BALTIMORE AVENUE | BLADENSBURG | MD | 207101031 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| AVALON THEATRE PROJECT | ||||||||||||
| 5612 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20015 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| AVALON THEATRE PROJECT | ||||||||||||
| 5612 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20015 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| AVODAH | ||||||||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 100385041 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| BEND THE ARC | ||||||||||||
| C/O BEND THE ARC 3330 7TH AVE 19TH | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | FLOOR | ||||
| BENDER JCC OF GREATER WASHINGTON | ||||||||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 208524857 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| 711 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $325,000 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| 711 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| BLACK MALE VOTER PROJECT EDUCATION FUND | ||||||||||||
| 384 NORTHYARDS BLVD SUITE 190 | ATLANTA | GA | 30313 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| BREAD FOR THE CITY | ||||||||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 200013201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |||||
| BROOKINGS | ||||||||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $125,000 | |||||
| C&O CANAL TRUST | ||||||||||||
| 142 W POTOMAC STREET | WILLIAMSPORT | MD | 21795 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $750,000 | |||||
| CAPITAL CAMPS | ||||||||||||
| 11300 ROCKVILLE PIKE SUITE 407 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| CAPITAL IMPACT PARTNERS | ||||||||||||
| 1400 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| CAPITAL IMPACT PARTNERS | ||||||||||||
| 1400 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| CAPITAL JEWISH MUSEUM | ||||||||||||
| 1319 F STREET NW SUITE 810 | WASHINGTON | DC | 200041106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| CASA | ||||||||||||
| 8151 15TH AVE | HYATTSVILLE | MD | 20783 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| CHESAPEAKE BAY FOUNDATION | ||||||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| CHILDREN'S NATIONAL HOSPITAL | ||||||||||||
| 1 INVENTA PLACE 6TH FLOOR | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| CITYBRIDGE EDUCATION | ||||||||||||
| 600 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| COMMUNITY INITIATIVE | ||||||||||||
| 1300 GRAND AVE | PIEDMONT | CA | 94610 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,800 | |||||
| COMMUNITY INITIATIVE | ||||||||||||
| 1300 GRAND AVE | PIEDMONT | CA | 94610 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| DANA TAI SOON BURGESS DANCE COMPANY | ||||||||||||
| 2745 ARIZONA AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,500 | |||||
| DC ABORTION FUND | ||||||||||||
| PO BOX 65061 | WASHINGTON | DC | 20035 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| DC ACTION | ||||||||||||
| 1400 16TH ST NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| DC CENTRAL KITCHEN | ||||||||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $85,000 | |||||
| DC CENTRAL KITCHEN | ||||||||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |||||
| DC CENTRAL KITCHEN | ||||||||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $80,000 | |||||
| DC SCORES | ||||||||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| DREAMING OUT LOUD | ||||||||||||
| C/O WEWORK 80 M STREET SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| EDLAVITCH JCC OF WASHINGTON DC | ||||||||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| FAIR CHANCE | ||||||||||||
| 1100 NEW JERSEY AVE SE SUITE 710 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| FAIR CHANCE | ||||||||||||
| 1100 NEW JERSEY AVE SE SUITE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT | ||||||||||||
| PO BOX 86299 | TUSCON | AZ | 85754 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| FOOD RESEARCH AND ACTION CENTER | ||||||||||||
| 1200 18TH ST NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| FOUNDATION FOR JEWISH CAMP | ||||||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| FRANKLIN EDUCATION FORUM | ||||||||||||
| 800 MAINE AVE SW SUITE 400 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250,000 | |||||
| FRIENDS OF AMAL-TIKVA INC | ||||||||||||
| 1500 CHESTNUT STREET ROOM | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 | |||||
| FWDUS EDUCATION FUND INC | ||||||||||||
| 701 8TH STREET NW SUITE 800 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| GALLAUDET HILLEL | ||||||||||||
| ELY CENTER 117 800 FLORIDA AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| GATHER INC | ||||||||||||
| 1817 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $187,500 | |||||
| GATHER INC | ||||||||||||
| 1817 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $187,500 | |||||
| GATHER INC | ||||||||||||
| 1817 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $187,500 | |||||
| GATHER INC | ||||||||||||
| 1817 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $187,500 | |||||
| GEORGE MASON UNIVERSITY HILLEL | ||||||||||||
| 4400 UNIVERSITY DRIVE MSN 2C7 | FAIRFAX | VA | 22030 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | JOHNSON CENTER RM 239H | ||||
| GEORGE WASHINGTON UNIVERSITY HILLEL | ||||||||||||
| 2300 H STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||||||
| 268 BUSH STREET 555 | FRANCISCO | CA | 94104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| GLAAD | ||||||||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 911992334 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| GLSEN | ||||||||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||||||
| PO BOX 2178 | PETALUMA | CA | 949532178 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| GUILD HALL | ||||||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| HAMPTONS INTERNATIONAL FILM FESTIVAL | ||||||||||||
| 79 NEWTOWN LANE | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| HAZON | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| HEBREW HOME OF GREATER WASHINGTON | ||||||||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| HIAS | ||||||||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| HIGHER ACHIEVEMENT DC METRO | ||||||||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| HILLEL INTERNATIONAL | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| HONEYMOON ISRAEL | ||||||||||||
| 1417 MAYSON ST NE | ATLANTA | GA | 30324 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| HOPEWELL FUND | ||||||||||||
| PO BOX 38068 | BALTIMORE | MD | 212978068 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| HORTON'S KIDS | ||||||||||||
| 2233 HUNTER PLACE SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $125,000 | |||||
| INFORMING DEMOCRACY | ||||||||||||
| 1030 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| INFORMING DEMOCRACY | ||||||||||||
| 1030 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| INSPIRED CHILD | ||||||||||||
| 3133 DUMBARTON STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| INSTITUTE FOR PUBLIC HEALTH INNOVATION | ||||||||||||
| 1250 CONNECTICUT AVE NW SUITE 601 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||||||
| 1 BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| ISRAEL POLICY FORUM | ||||||||||||
| 355 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $550,000 | |||||
| ISRAEL POLICY FORUM | ||||||||||||
| 355 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300,000 | |||||
| ISRAEL POLICY FORUM | ||||||||||||
| 355 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,800 | |||||
| JEWISH COALITION AGAINST DOMESTIC ABUSE | ||||||||||||
| PO BOX 2266 | ROCKVILLE | MD | 20847 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD SUITE 300 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,042 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD SUITE 300 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 | |||||
| JEWISH COUNCIL FOR THE AGING | ||||||||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000,000 | |||||
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000,000 | |||||
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 W 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| JEWISH SOCIAL SERVICE AGENCY | ||||||||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| JEWS UNITED FOR JUSTICE | ||||||||||||
| PO BOX 41485 | WASHINGTON | DC | 20018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| KEEP TAHOE BLUE | ||||||||||||
| 2608 LAKE TAHOE BOULEVARD | SOUTH LAKE TAHOE | CA | 96150 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| KESHET | ||||||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| KID POWER INC | ||||||||||||
| 400 E STREET SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| KIDS IN NEED OF DEFENSE | ||||||||||||
| 1201 L STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $175,000 | |||||
| LA CLINICA DEL PUEBLO | ||||||||||||
| 2831 15TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| LIFT-DC | ||||||||||||
| 999 N CAPITOL ST NE SUITE 310 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| LUPUS RESEARCH ALLIANCE | ||||||||||||
| C/O DS CONSULTING GROUP 757 THIRD | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | AVE 20TH FLOOR | ||||
| MAKOM | ||||||||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| MARTHA'S TABLE | ||||||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $6,000 | |||||
| MARTHA'S TABLE | ||||||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $141,301 | |||||
| MARTHA'S TABLE | ||||||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $65,000 | |||||
| MARYLAND HILLEL | ||||||||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 20740 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| MARY'S CENTER | ||||||||||||
| 2333 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| MARY'S CENTER | ||||||||||||
| 2333 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| MIRIAM'S KITCHEN | ||||||||||||
| 2401 VIRGINIA AVENUE NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| MOISHE HOUSE | ||||||||||||
| 5802 MONROE RD | CHARLOTTE | NC | 28212 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| MOMENT MAGAZINE | ||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE 10 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||||||
| 2055 L STREET NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| NATIONAL GALLERY OF ART | ||||||||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES | ||||||||||||
| 1875 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | 650 | ||||
| NATIONAL WOMEN'S LAW CENTER | ||||||||||||
| 11 DUPONT CIRCLE NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250,000 | |||||
| NEW ISRAEL FUND | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | AVISHAI PORAT HACOHEN DUBNOV 22 D | TEL AVIV | IS | 6436914 | |||||
| NEW ISRAEL FUND | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | PO BOX 52113 | JERUSALEM | IS | 9152101 | |||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $125,000 | |||||
| ONETABLE | ||||||||||||
| 228 PARK AVE SOUTH SUITE 77191 | NEW YORK | NY | 10003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000,000 | |||||
| PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON | ||||||||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250,000 | |||||
| POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA | ||||||||||||
| 8900 LITTLE RIVER TURNPIKE | FAIRFAX | VA | 22031 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| PROJECT UNLOADED | ||||||||||||
| C/O NEW VENTURE FUND PO BOX 37734 | BALTIMORE | MD | 21297 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| ROUND HOUSE THEATRE | ||||||||||||
| ONE VETERANS PLACE | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| SHAKESPEARE THEATRE COMPANY | ||||||||||||
| 516 EIGHTH STREET SE | WASHINGTON | DC | 200032834 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $125,000 | |||||
| SHARE OUR STRENGTH | ||||||||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| SHARSHERET | ||||||||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | GENERAL CHARITABLE PURPOSES | $350,000 | |||||
| SITAR ARTS CENTER | ||||||||||||
| 1700 KALORAMA ROAD NW SUITE 101 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| SIXTH & I | ||||||||||||
| 600 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 | |||||
| SLINGSHOT | ||||||||||||
| 445 PARK AVE SUITE 16A | NEW YORK | NY | 10022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| STERN GROVE FESTIVAL ASSOCIATION | ||||||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| STUDENT CONSERVATION ASSOCIATION | ||||||||||||
| 1310 N COURTHOUSE RD SUITE 110 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| STUDIO THEATRE | ||||||||||||
| 1501 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| STUDIO THEATRE | ||||||||||||
| 1501 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE BAFRAYUNG FUND | ||||||||||||
| 440 N BARRANCA AVE 3947 | COVINA | CA | 91723 | NONE | PF | GENERAL CHARITABLE PURPOSES | $1,000,000 | |||||
| THE DEN COLLECTIVE | ||||||||||||
| C/O BETH EL CONGREGATION 8215 OLD | BETHESDA | MD | 20814 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | GEORGETOWN ROAD | ||||
| THE JEWISH ELECTORATE INSTITUTE | ||||||||||||
| PO BOX 14411 | WASHINGTON | DC | 20044 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $62,500 | 54 PORTLAND PLACE | LONDON | UK | W1B 1DY | |||||
| THE JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $600,000 | |||||
| THE JOHNS HOPKINS CENTER FOR GUN VIOLENCE SOLUTIONS | ||||||||||||
| 615 N WOLFE STREET E2132 | BALTIMORE | MD | 212052179 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| THE KENNEDY CENTER | ||||||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE KENNEDY CENTER | ||||||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL CHARITABLE PURPOSES | $6,000 | |||||
| THE MARCH FORTH FOUNDATION | ||||||||||||
| 126 E 56TH ST 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $45,000 | |||||
| THE MARCH FORTH FOUNDATION | ||||||||||||
| 126 E 56TH ST 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE MARCH FORTH FOUNDATION | ||||||||||||
| 126 E 56TH ST 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| THE PHILLIPS COLLECTION | ||||||||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| THE PLATFORM OF HOPE A PROJECT OF SOCIAL GOOD FUND | ||||||||||||
| 1640 COLUMBIA RD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| THE ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVE BOX 164 | NEW YORK | NY | 10065 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION INC | ||||||||||||
| 126 E 56TH ST 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION INC | ||||||||||||
| 126 E 56TH ST 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $597,000 | |||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION INC | ||||||||||||
| 126 E 56TH ST 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION INC | ||||||||||||
| 126 E 56TH ST 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $316,500 | |||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION INC | ||||||||||||
| 126 E 56TH ST 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $36,500 | |||||
| THE TREVOR PROJECT | ||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| TIDES CENTER | ||||||||||||
| 6 EAST 43RD ST FLOOR 22 | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| TIDES CENTER | ||||||||||||
| 6 EAST 43RD ST FLOOR 22 | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| TRANSFORMING CDC INC | ||||||||||||
| 3035 STONE MOUNTAIN STREET 1037 | LITHONIA | GA | 30058 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| TRANSFORMING CDC INC | ||||||||||||
| 3035 STONE MOUNTAIN STREET 1037 | LITHONIA | GA | 30058 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| UNITED JEWISH ENDOWMENT FUND | ||||||||||||
| 6101 EXECUTIVE BLVD | BETHESDA | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200,000 | |||||
| UNIVERSITY OF SAN FRANCISCO | ||||||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 941171050 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,800 | |||||
| US FRIENDS OF VAN LEER INSTITUTE | ||||||||||||
| 6324 24TH STREET NORTH | ARLINGTON | VA | 22207 | NONE | PC | GENERAL CHARITABLE PURPOSES | $42,000 | |||||
| VIOLENCE POLICY CENTER | ||||||||||||
| 805 15TH ST NW SUITE 601 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| WASHINGTON BALLET | ||||||||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| WASHINGTON HEBREW CONGREGATION | ||||||||||||
| 3935 MACOMB ST NW | WASHINGTON | DC | 200163741 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| WASHINGTON HEBREW CONGREGATION | ||||||||||||
| 3935 MACOMB ST NW | WASHINGTON | DC | 200163741 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | ||||||||||||
| C/O WEWORK 1701 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | SUITE 03-108 | ||||
| WHEN WE ALL VOTE | ||||||||||||
| 1156 15TH ST NW SUITE | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |||||
| WILDERNESS LEADERSHIP & LEARNING INC | ||||||||||||
| 1758 PARK ROAD NW | WASHINGTON | DC | 200102105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000,000 | |||||
| YOSEMITE CONSERVANCY | ||||||||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| YOUNG PLAYWRIGHTS' THEATER | ||||||||||||
| 6925 WILLOW STREET NW SUITE LL-230 | WASHINGTON | DC | 20012 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,038,243 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,483,870 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,066,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,711,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,711,625 | 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 | $39,347 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,347 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE BAFRAYUNG FUND | |||||||||||
| 440 N BARRANCA AVE 3947 | COVINA | CA | 91723 | 2022-12-01 | $1,000,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE BAFRAYUNG FUND. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $1,000,000 | NONE | 12/31/2022 | THE BAFRAYUNG FUND HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | NEW YORK | NY | 10022 | 2022-11-18 | $36,500 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $36,500 | NONE | 12/31/2022 | THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | FLOOR |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | NEW YORK | NY | 10022 | 2022-10-14 | $316,500 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $316,500 | NONE | 12/31/2022 | THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | FLOOR |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | NEW YORK | NY | 10022 | 2022-07-08 | $25,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $25,000 | NONE | 12/31/2022 | THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | FLOOR |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | NEW YORK | NY | 10022 | 2022-06-16 | $597,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $597,000 | NONE | 12/31/2022 | THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | FLOOR |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | NEW YORK | NY | 10022 | 2022-05-12 | $25,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE SARAH AND DANIEL RUEVEN FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $25,000 | NONE | 12/31/2022 | THE SARAH AND DANIEL RUEVEN FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | FLOOR |
| THE MARCH FORTH FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | NEW YORK | NY | 10022 | 2022-12-14 | $5,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE MARCH FORTH FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $5,000 | NONE | 12/31/2022 | THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | FLOOR |
| THE MARCH FORTH FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | NEW YORK | NY | 10022 | 2022-10-20 | $25,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE MARCH FORTH FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $25,000 | NONE | 12/31/2022 | THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | FLOOR |
| THE MARCH FORTH FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | NEW YORK | NY | 10022 | 2022-04-11 | $45,000 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE MARCH FORTH FOUNDATION. THE FUNDS TRANSFERRED TO THE ORGANIZATION WERE USED EXCLUSIVELY FOR THE ORGANIZATION'S OPERATING SUPPORT AND CHARITABLE PURPOSE. | $45,000 | NONE | 12/31/2022 | THE MARCH FORTH FOUNDATION HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2022. | FLOOR |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN VENTURE PARTNERS VI (OFFSHORE), L.P. | FMV | $836,805 | $836,805 |
| AEA INVESTORS FUND V, L.P. | FMV | $867,288 | $867,288 |
| CARLYLE PARTNERS VI, L.P. | FMV | $3,473,881 | $3,473,881 |
| GLILOT CAPITAL PARTNERS I, L.P. | FMV | $198,522 | $198,522 |
| KEDMA CAPITAL PARTNERS II, L.P. | FMV | $2,169,445 | $2,169,445 |
| KHOSLA VENTURES III, L.P. | FMV | $172,422 | $172,422 |
| LEGACY VENTURE V, LLC | FMV | $798,195 | $798,195 |
| NEW ENTERPRISE ASSOCIATES 14, L.P. | FMV | $7,575,168 | $7,575,168 |
| NEW HERITAGE CAPITAL FUND-B, L.P. | FMV | $4,667,764 | $4,667,764 |
| NEWBURY EQUITY PARTNERS II, L.P. | FMV | $424,815 | $424,815 |
| PATRON CAPITAL GP IV | FMV | $132,455 | $132,455 |
| ROYALTY OPPORTUNITIES FEEDER S.A. | FMV | $551,539 | $551,539 |
| SOUTHERN CROSS LATIN AMERICA PRIVATE EQUITY IV, L.P. | FMV | $5,470 | $5,470 |
| THE VARDE FUND X (A) (FEEDER), L.P. | FMV | $119,735 | $119,735 |
| AKO PARTNERS L.P. | FMV | $3,117,401 | $3,117,401 |
| MINERVA NETWORKS, INC AD-56 | FMV | $2,312 | $2,312 |
| MINERVA NETWORKS, INC AV-56 | FMV | $6,878 | $6,878 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND II L.P. | FMV | $1,228,090 | $1,228,090 |
| CIP VI INSTITUTIONAL FEEDER, L.P. | FMV | $1,659,306 | $1,659,306 |
| LEERINK REVELATION HEALTHCARE FUND I, L.P. | FMV | $715,004 | $715,004 |
| NEW ENTERPRISE ASSOCIATES 15, L.P. | FMV | $2,300,048 | $2,300,048 |
| THE VARDE FUND XII (A), L.P. | FMV | $854,423 | $854,423 |
| MORNINGSTAR SATURN I LLC | FMV | $62,666,977 | $62,666,977 |
| MORNINGSTAR NEPTUNE LLC | FMV | $2,750,724 | $2,750,724 |
| MORNINGSTAR VENUS LLC | FMV | $294,876,809 | $294,876,809 |
| CIP AIV II, LP | FMV | $74,949 | $74,949 |
| ARCELLX INC | FMV | $55,485 | $55,485 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,774 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,774 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS | Desc |
| Amt | $142,551,512 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SUPPORT | $29,052 | $0 | $29,052 |
| INTERNET EXPENSES | $4,146 | $0 | $4,146 |
| DUES & SUBSCRIPTIONS | $1,112 | $0 | $1,112 |
| PRINTING & COPYING | $2,384 | $0 | $2,384 |
| SUPPLIES | $957 | $0 | $957 |
| INSURANCE | $5,426 | $0 | $5,426 |
| TELEPHONE, TELECOMMUNICATIONS | $7,828 | $0 | $7,828 |
| K-1 OTHER DEDUCTIONS | $1,627,140 | $1,627,140 | $0 |
| COMPUTER MAINT. & SUPPLIES | $2 | $0 | $2 |
| CONFERENCE AND SEMINARS | $2,288 | $0 | $2,288 |
| CONSULTING SERVICES | $126,155 | $0 | $126,155 |
| MEALS | $110 | $0 | $110 |
| RENT | $147,825 | $0 | $147,825 |
| PARKING | $4,054 | $0 | $4,054 |
| SOFTWARE SUBSCRIPTION EXPENSE | $150 | $0 | $150 |
| REPAIRS & MAINTENANCE | $102 | $0 | $102 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $161,594 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $161,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $161,594 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $384,728 | BOYBookValueAmt |
| EOY Book Value | $4,822 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $3,904,650 | $3,904,650 | $0 |
| PAYROLL PROCESSING | $3,656 | $0 | $3,656 |
| OTHER CONTRACT SERVICES | $19,200 | $0 | $19,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $22,135 | $0 | $22,135 |
| K-1 FOREIGN TAXES PAID | $65,407 | $65,407 | $0 |
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