CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202323139349100502
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees 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 | 2023-11-09T07:11:46-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510229493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBACANE THORNTON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 CARR ROAD SUITE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | 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 | 526047536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARL M FREEMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 3025516743 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTI GRIMES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3026548500 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATTI | PersonFirstNm |
| Person Last | GRIMES | 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 | JEFFREY A KOWALCZYK CPA | PreparerPersonNm |
| PTIN | P01563311 | PTIN |
| Phone | 3024788940 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $107,719,665 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $422 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $422 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,474,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,474,609 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,474,609 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,529,799 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,483,797 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,529,799 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,529,799 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $914,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,983,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $914,691 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,501 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,501 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,923,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,873,519 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,008,331 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $251,897 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,190 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $226,707 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $220,379 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $33,057 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $187,322 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $50,867 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,842 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $44,025 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,045 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,045 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,989 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,703 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $171,356 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $88,235 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $88,235 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,131 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,131 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,439 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,748 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,691 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $964,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $614,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,957,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,957,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,921,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,572,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,728,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,008,331 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,891,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,940,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,940,504 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $98,991 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $83,812 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $83,812 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,044,254 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,126,977 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,126,977 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,912,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,644,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,644,098 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,504,235 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,652,065 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,652,065 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $29,861,838 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $27,896,918 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $29,861,838 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $29,861,838 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $12,089,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,985,967 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,985,967 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,150,162 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $725,758 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,093,505 | LandBOYAmt |
| Land EOY | $4,424,404 | LandEOYAmt |
| Land EOYFMV | $4,424,404 | LandEOYFMVAmt |
| Total Assets BOY | $120,531,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,719,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,719,665 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,550 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $53,820 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $31,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,820 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $120,500,291 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $107,665,845 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,500,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,665,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,531,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,719,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,500,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $120,501,811 | SubtotalAmt |
| Other Decreases | $12,835,966 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,665,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | 2022-12-31 | $4,337,155 | $3,458,710 | $878,445 | $878,445 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2021-12-31 | 2022-12-31 | $254,766 | $254,766 | $254,766 | |
| PUBLICLY TRADED SECURITIES | P | 2022-06-30 | 2022-12-31 | $391,841 | $610,361 | -$218,520 | -$218,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $914,691 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$218,520 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,821 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,821 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,821 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,061 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,061 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $941 | EsPenaltyAmt |
| Tax Due | $22,701 | TaxDueAmt |
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 | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARLFREEMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHONDA TULLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026548500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE L FREEMAN | ||||||||
| 31255 AMERICAN PARKWAY | SELBYVILLE | DE | 19975 | CHAIRMAN/PRESIDENT | 14.00 | $128,158 | $1,542 | $6,634 |
| PATTI GRIMES | ||||||||
| 31255 AMERICAN PARKWAY | SELBYVILLE | DE | 19975 | EXECUTIVE DIRECTOR | 20.00 | $123,739 | $4,140 | $3,784 |
| CHRISTINE A SHREVE | ||||||||
| 31255 AMERICAN PARKWAY | SELBYVILLE | DE | 19975 | TREASURER/VICE CHAIRMAN/DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICHOLAS FREEMAN | ||||||||
| 31255 AMERICAN PARKWAY | SELBYVILLE | DE | 19975 | SECRETARY/DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORY | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT FEES | $150,089 |
| CHEVY CHASE BANK | |||||
| 7501 WISCONSIN AVE 1500W | BETHESDA | MD | 20814 | INVESTMENT FEES | $101,145 |
| 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 | $66,154,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,251,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,111,484 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,516,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $99,516,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,492,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,024,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,901,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,901,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,821 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $132 | IncomeTaxAmt |
| Total Tax | $51,953 | TotalTaxAmt |
| Distributable Before Adj | $4,849,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,849,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,849,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,572,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,572,064 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,849,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,925,725 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,925,725 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,572,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,572,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,277,195 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,277,195 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $648,530 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $648,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $648,530 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATTI GRIMES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026548500 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOLLOWING RESTRICTIONS APPLY TO APPLICANTS: APPLICANTS MUST BE AN IRS-RECOGNIZED 501(C)(3) TAX-EXEMPT, NONPROFIT ORGANIZATION IN GOOD STANDING, OR A PUBLIC AGENCY SPECIFICALLY SERVING THE RESIDENTS OF THE FUNDING AREA. APPLICANTS APPLYING IN MONTGOMERY COUNTY, MD, MUST HAVE AN ANNUAL OPERATING BUDGET OF $750,000 OR LESS AND BE BASED IN MONTGOMERY COUNTY, MD. APPLICANTS APPLYING IN SUSSEX COUNTY, DE, MUST HAVE AN ANNUAL OPERATING BUDGET OF $500,000 OR LESS AND BE BASED IN SUSSEX COUNTY, DE. AWARDS ARE NOT MADE TO: INDIVIDUALS, POLITICAL ASSOCIATIONS ORCANDIDATES. AWARDS ARE NOT MADE TO ORGANIZATIONS THAT WOULD DISBURSE FUNDING TO OTHER ORGANIZATIONS, ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, SEXUAL ORIENTATION, AGE RELIGION, DISABILITY OR NATIONAL ORIGIN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PC | EDUCATION | $10,000 | |
| ANNAPOLIS AREA IMAGINATION LIBRARY | ||||||||
| 17 SHERIDAN ROAD | ARNOLD | MD | 21012 | NONE | PC | EDUCATION | $2,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | SOCIAL SERVICES | $168,000 | |
| ART LEAGUE OF OCEAN CITY INC | ||||||||
| 502 94TH STREET | OCEAN CITY | MD | 21842 | NONE | PC | ARTS | $1,500 | |
| ATHLETES FOR HOPE | ||||||||
| 2 BETHESDA METRO | BETHESDA | MD | 20814 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| BARBARA K BROOKS TRANSITION HOUSE INC | ||||||||
| 109 CAROLYN STREET | GEORGETOWN | DE | 19947 | NONE | PC | SOCIAL SERVICES | $10,680 | |
| BEEBE MEDICAL FOUNDATION | ||||||||
| 902 SAVANNAH ROAD | LEWES | DE | 19958 | NONE | PC | HEALTH | $146,000 | |
| BELIEVE IN TOMORROW CHILDREN'S FOUNDATION | ||||||||
| 6601 FREDERICK ROAD | BALTIMORE | MD | 21228 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| BENDER JCC OF GREATER WASHINGTON | ||||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | EDUCATION | $15,000 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 100 SOUTHEAST 2ND ST SUITE 2200 | MIAMI | FL | 33131 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| BOONSBORO FREE LIBRARY | ||||||||
| PO BOX 174 | BOONSBORO | MD | 21713 | NONE | PC | EDUCATION | $2,500 | |
| BOYS & GIRLS CLUB OF DELAWARE | ||||||||
| 669 S UNION STREET | WILMINGTON | DE | 19805 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| BRANDYWINE VALLEY SPCA | ||||||||
| 1212 PHOENIXVILLE PIKE | WEST CHESTER | PA | 19380 | NONE | PC | SOCIAL SERVICES | $3,000 | |
| CAL RIPKEN SR FOUNDATION | ||||||||
| PO BOX 825452 | PHILADELPHIA | PA | 19182 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| CALLIOPE PROJECT | ||||||||
| 110 UNION ST | MILTON | DE | 19968 | NONE | PC | ARTS | $170 | |
| CAMP ARROWHEAD (DIOCESAN COUNCIL INC) | ||||||||
| 913 WILSON ROAD | WILMINGTON | DE | 19803 | NONE | PC | SOCIAL SERVICES | $183,000 | |
| CANCER SUPPORT COMMUNITY DELAWARE | ||||||||
| 4810 LANCASTER PIKE | WILMINGTON | DE | 19807 | NONE | PC | HEALTH | $5,000 | |
| CAPE HENLOPEN EDUCATIONAL FOUNDATION | ||||||||
| 1270 KINGS HIGHWAY | LEWES | DE | 19958 | NONE | PC | EDUCATION | $5,000 | |
| CARINGMATTERS | ||||||||
| 518 SOUTH FREDERICK AVENUE | GAITHERSBURG | MD | 20877 | NONE | PC | SOCIAL SERVICES | $10,734 | |
| CATHOLIC CHARITIES FOUNDATION | ||||||||
| 12 E 5TH AVE | SPOKANE | WA | 99202 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| CATHOLIC COALITION FOR SPECIAL EDUCATION | ||||||||
| 3750 UNIVERSITY BOULEVARD W SUITE | KENSINGTON | MD | 20895 | NONE | PC | EDUCATION | $2,500 | 203 |
| CHESAPEAKE CONSERVANCY INC | ||||||||
| 716 GIDDINGS AVE SUITE 42 | ANNAPOLIS | MD | 21401 | NONE | PC | ENVIRONMENT | $75,000 | |
| CHILDREN'S BEACH HOUSE | ||||||||
| 1800 BAY AVENUE | LEWES | DE | 19958 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| CLOTHING OUR KIDS | ||||||||
| 26582 JOHN J WILLIAMS HIGHWAY SUITE | MILLSBORO | DE | 19966 | NONE | PC | SOCIAL SERVICES | $3,000 | 2 |
| COASTAL CONCERTS INC | ||||||||
| 129 WEST 4TH STREET | LEWES | DE | 19958 | NONE | PC | ARTS | $900 | |
| COLORECTAL CANCER ALLIANCE | ||||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASHINGTON | DC | 20005 | NONE | PC | HEALTH | $15,000 | |
| COMMUNITY FARMSHARE | ||||||||
| 14975 SUGARLAND ROAD | POOLESVILLE | MD | 20837 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| COMMUNITY RESOURCE CENTER INC | ||||||||
| 37510 OYSTER HOUSE RD | REHOBOTH BEACH | DE | 19971 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| CONTRACTORS FOR A CAUSE | ||||||||
| PO BOX 1282 | OCEAN VIEW | DE | 19930 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| COURT APPOINTED SPECIAL ADVOCATE | ||||||||
| 900 KING STREET SUITE 350 | WILMINGTON | DE | 19801 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| COURT WATCH MONTGOMERY | ||||||||
| 8720 GEORGIA AVENUE SUITE 302 | SILVER SPRING | MD | 20910 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| CREATIVE TIME INC | ||||||||
| 59 EAST 4TH STREET 6TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | ARTS | $20,000 | |
| DE ALLIANCE FOR NONPROFIT ADVANCEMENT | ||||||||
| 100 W 10TH STREET SUITE 1012 | WILMINGTON | DE | 19801 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| DELAWARE ADOLESCENT PROGRAM INC | ||||||||
| 1148 PULASKI HWY SUITE 325 | BEAR | DE | 19701 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||||
| 100 W 10TH STREET SUITE 209 | WILMINGTON | DE | 19801 | NONE | PC | HEALTH | $4,000 | |
| DELAWARE CENTER FOR THE INLAND BAYS | ||||||||
| 39375 INLET RD | REHOBOTH BEACH | DE | 19971 | NONE | PC | ENVIRONMENT | $3,500 | |
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1636 | WILMINGTON | DE | 19899 | NONE | PC | SOCIAL SERVICES | $10,500 | |
| DELAWARE HOSPICE INC (INCL WILMINGTON) | ||||||||
| 630 CHURCHMANS ROAD | NEWARK | DE | 19702 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| DELAWARE HUMANE ASSOCIATION | ||||||||
| 701A STREET | WILMINGTON | DE | 19801 | NONE | PC | SOCIAL SERVICES | $500 | |
| DELAWARE MANUFACTURED HOME OWNERS ASSOCIATION | ||||||||
| 24832 JOHN J WILLIAMS HIGHWAY UNIT | MILLSBORO | DE | 19966 | NONE | PC | SOCIAL SERVICES | $160 | 1 PMB 5 |
| DELAWARE RIVER & BAY LIGHTHOUSE FDN | ||||||||
| PO BOX 708 | LEWES | DE | 19958 | NONE | PC | ENVIRONMENT | $160 | |
| DELAWARE SEASHORE PRESERVATION FOUNDATION | ||||||||
| PO BOX 981 | OCEAN VIEW | DE | 19970 | NONE | PC | ENVIRONMENT | $1,000 | |
| DELAWARE SEASIDE RAILROAD | ||||||||
| PO BOX 479 | OCEAN VIEW | DE | 19970 | NONE | PC | SOCIAL SERVICES | $120 | |
| DELAWARE SPORTS COMMISSION | ||||||||
| 99 KINGS HIGHWAY | DOVER | DE | 19901 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| DELAWARE TECHNICAL & COMMUNITY COLLEGE | ||||||||
| 100 CAMPUS DRIVE | DOVER | DE | 19904 | NONE | PC | EDUCATION | $15,000 | |
| DELLE DONNE FOUNDATION | ||||||||
| 601 F ST NW | WASHINGTON | DC | 20004 | NONE | PC | HEALTH | $10,000 | |
| DELMARVA COMMUNITY WELLNET | ||||||||
| 1307 SAVANNAH ROAD | LEWES | DE | 19958 | NONE | PC | SOCIAL SERVICES | $10,350 | |
| DELMARVA WHISKEY CLUB CHARITABLE FDN | ||||||||
| PO BOX 1175 | SELBYVILLE | DE | 19975 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| DEL-MAR-VA TEEN CHALLENGE HOME OF HOPE | ||||||||
| 611 3RD STREET | SEAFORD | DE | 19973 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| DEVELOPING ARTIST COLLABORATION | ||||||||
| 37401 MALLOY ST | REHOBOTH BEACH | DE | 19971 | NONE | PC | ARTS | $470 | |
| DEVON C RUBENSTEIN FOUNDATION | ||||||||
| 7 DRISCOLL COURT | GAITHERSBURG | MD | 20878 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| DO IT FOR THE LOVE | ||||||||
| 360 GRAND AVENUE 350 | OAKLAND | CA | 94610 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| DOG TAG BAKERY INC | ||||||||
| 3206 GRACE STREET NW | WASHINGTON | DC | 20007 | NONE | PC | SOCIAL SERVICES | $3,000 | |
| DWELLING PLACE INC (THE) | ||||||||
| 19632 CLUB HOUSE ROAD SUITE 510 | MONTGOMERY VILLAGE | MD | 20886 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| EASTER SEALS DE & MD'S EASTERN SHORE | ||||||||
| 61 CORPORATE CIRCLE | NEW CASTLE | DE | 19720 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| EDENS COMMUNITY ENRICHMENT FOUNDATION | ||||||||
| 1272 5TH STREET NE SUITE 200 | WASHINGTON | DC | 20002 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| ELLINGTON FUND (THE) | ||||||||
| 3500 R ST NW | WASHINGTON | DC | 20007 | NONE | PC | ARTS | $3,500 | |
| FAMILY PROMISE OF SOUTHERN DELAWARE | ||||||||
| PO BOX 439 | NASSAU | DE | 19969 | NONE | PC | SOCIAL SERVICES | $10,270 | |
| FIRST STATE BALLET | ||||||||
| 818 NORTH MARKET STREET | WILMINGTON | DE | 19801 | NONE | PC | ARTS | $5,000 | |
| FIRST TEE GREATER WASHINGTON DC | ||||||||
| 2020 PENNSYLVANIA AVE NW 106 | WASHINGTON | DC | 20006 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| FOOD FOR MONTGOMERY FUND | ||||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| FOSTERING WISHES FOUNDATION | ||||||||
| 118 S LAYTON AVENUE | WYOMING | DE | 19934 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| FREDERICK DOUGLASS ELEMENTARY SCHOOL | ||||||||
| 1 SWAIN ROAD | SEAFORD | DE | 19973 | NONE | PC | EDUCATION | $1,000 | |
| FRIENDS OF VOLTA PARK INC | ||||||||
| 3149 16TH STREET NW | WASHINGTON | DC | 20016 | NONE | PC | ENVIRONMENT | $2,000 | |
| FURNISH HOPE DC | ||||||||
| 1516 GOOD HOPE RD | WASHINGTON | DC | 20020 | NONE | PC | SOCIAL SERVICES | $16,000 | |
| FUTURE LINK INC | ||||||||
| 15 WEST GUIDE DRIVE SUITE 150 | ROCKVILLE | MD | 20850 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| GAITHERSBURG HELP INC | ||||||||
| 301 MUDDY BRANCH ROAD | GAITHERSBURG | MD | 20878 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| GEORGETOWN HERITAGE | ||||||||
| 1000 POTOMAC STREET NW SUITE 122 | WASHINGTON | DC | 20007 | NONE | PC | ENVIRONMENT | $2,500 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | EDUCATION | $10,000 | |
| GEORGETOWN UNIVERSITY-MSB | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | EDUCATION | $25,000 | |
| GIRLS ON THE RUN DELAWARE INC | ||||||||
| 615 WEST 18TH STREET | WILMINGTON | DE | 19802 | NONE | PC | SOCIAL SERVICES | $7,500 | |
| GLOBALGIVING FOUNDATION | ||||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| GREATER LEWES COMMUNITY PROJECT | ||||||||
| PO BOX 110 | LEWES | DE | 19958 | NONE | PC | SOCIAL SERVICES | $280 | |
| GREATER WASHINGTON COMM FOUNDATION | ||||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| HALCYON HOUSE (GLOBAL GOOD FUND) | ||||||||
| 3400 PROSPECT ST NW | WASHINGTON | DC | 20007 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| HARRY K FOUNDATION | ||||||||
| 313 SOUTH BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PC | SOCIAL SERVICES | $3,100 | |
| HERO DOGS INC | ||||||||
| PO BOX 64 | BROOKEVILLE | MD | 20833 | NONE | PC | SOCIAL SERVICES | $7,500 | |
| HISTORIC LEWES FARMERS MARKET | ||||||||
| PO BOX 185 | NASSAU | DE | 19969 | NONE | PC | SOCIAL SERVICES | $860 | |
| HOLTON-ARMS | ||||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | PC | EDUCATION | $320,000 | |
| HOMES NOT BORDERS | ||||||||
| 3610 EAST ST | LANDOVER | MD | 20785 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| HOPE ASSOCIATION | ||||||||
| 85 LINCOLN AVE | RUMFORD | ME | 04276 | NONE | PC | HEALTH | $5,000 | |
| HOUSE OF MERCY TRANSFORMATION CENTER | ||||||||
| 426 NORTH PINE STREET | SEAFORD | DE | 19973 | NONE | PC | SOCIAL SERVICES | $570 | |
| IN HONOR OF HER | ||||||||
| PO BOX 855 | OLNEY | MD | 20830 | NONE | PC | SOCIAL SERVICES | $1,500 | |
| INTERFAITH WORKS INC | ||||||||
| 981 ROLLINS AVE 2ND FLOOR | ROCKVILLE | MD | 20852 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| INTERNATIONAL COMMITTEE OF THE RED CROSS | ||||||||
| 1000 CONNECTICUT AVE NW 500 | WASHINGTON | DC | 20036 | NONE | PC | HEALTH | $50,000 | |
| IRHS BOYS & GIRLS PARENT BOOSTER CLUB | ||||||||
| 29772 ARMORY ROAD | DAGSBORO | DE | 19939 | NONE | PC | EDUCATION | $1,100 | |
| JESSE KLUMP MEMORIAL FUND | ||||||||
| PO BOX 1786 | BERLIN | MD | 21811 | NONE | PC | SOCIAL SERVICES | $2,000 | |
| JOHN M CLAYTON ELEMENTARY SCHOOL (PTO) | ||||||||
| 252 CLAYTON AVE | FRANKFORD | DE | 19945 | NONE | PC | EDUCATION | $2,500 | |
| JOSHUA M FREEMAN FOUNDATION | ||||||||
| 31806 LAKEVIEW DRIVE | SELBYVILLE | DE | 19975 | NONE | PC | ARTS - JMFF | $5,000 | |
| KEEN GREATER DC | ||||||||
| PO BOX 341590 | BETHESDA | MD | 28027 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| KENNEDY CENTER (THE) | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | ARTS | $25,000 | |
| LANDON SCHOOL | ||||||||
| 6101 WILSON LANE | BETHESDA | MD | 20817 | NONE | PC | EDUCATION | $555,000 | |
| LAUGHLIN FAMILY FOUNDATION | ||||||||
| 2217 MT TABOR ROAD | GAMBRILLS | MD | 21054 | NONE | PC | HEALTH | $3,000 | |
| LEADERSHIP DELAWARE INC | ||||||||
| 112 S FRENCH STREET SUITE 206 | WILMINGTON | DE | 19801 | NONE | PC | EDUCATION | $5,000 | |
| LEGACY REFUGE | ||||||||
| 11152 274TH AVE NW | ZIMMERMAN | MN | 55398 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| LEVELING THE PLAYING FIELD INC | ||||||||
| 404 ELMWOOD AVE | SHARON HILL | PA | 19079 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| LEWIS FIRE DEPARTMENT | ||||||||
| 18 FIREHOUSE LN | LEWIS | NY | 12950 | NONE | PC | SOCIAL SERVICES | $1,500 | |
| LIFE WITH CANCER | ||||||||
| 8411 PENNELL STREET | FAIRFAX | VA | 22031 | NONE | PC | HEALTH | $15,000 | |
| LIGHTHOUSE FOR BROKEN WINGS | ||||||||
| 179 REHOBOTH AVE UNIT 123 | REHOBOTH BEACH | DE | 19971 | NONE | PC | SOCIAL SERVICES | $10,850 | |
| LIONS CLUB OF OLNEY FOUNDATION | ||||||||
| PO BOX 335 | SANDY SPRING | MD | 20860 | NONE | PC | SOCIAL SERVICES | $500 | |
| LITERACY DELAWARE | ||||||||
| PO BOX 2083 | WILMINGTON | DE | 19899 | NONE | PC | EDUCATION | $10,000 | |
| LYME DISEASE ASSOCIATION OF DELMARVA | ||||||||
| 1187 KESTREL WAY | SALISBURY | MD | 21804 | NONE | PC | HEALTH | $2,500 | |
| MARY'S CENTER | ||||||||
| 344 UNIVERSITY BLVD WEST | SILVER SPRING | MD | 20901 | NONE | PC | HEALTH | $10,000 | |
| MEALS ON WHEELS OF LEWES & REHOBOTH INC | ||||||||
| 32409 LEWES GEORGETOWN HIGHWAY | LEWES | DE | 19958 | NONE | PC | SOCIAL SERVICES | $500 | |
| METAVIVOR INC | ||||||||
| 1783 FOREST DRIVE 184 | ANNAPOLIS | MD | 21401 | NONE | PC | HEALTH | $1,000 | |
| MID-ATLANTIC SYMPHONY ORCHESTRA | ||||||||
| PO BOX 3381 | EASTON | MD | 21601 | NONE | PC | ARTS | $1,500 | |
| MIDDLEBURG FILM FESTIVAL | ||||||||
| PO BOX 1566 | MIDDLEBURG | VA | 20118 | NONE | PC | ARTS | $10,000 | |
| MILFORD ADVOCACY FOR THE HOMELESS | ||||||||
| PO BOX 585 | MILFORD | DE | 19963 | NONE | PC | SOCIAL SERVICES | $160 | |
| MILFORD COMMUNITY BAND | ||||||||
| 315 CLAUDE STREET | MILFORD | DE | 19963 | NONE | PC | SOCIAL SERVICES | $180 | |
| MILFORD SECOND STREET PLAYERS | ||||||||
| 2 SOUTH WALNUT ST | MILFORD | DE | 19963 | NONE | PC | ARTS | $100 | |
| MISPILLION ART LEAGUE | ||||||||
| 5 N WALNUT ST | MILFORD | DE | 19963 | NONE | PC | ARTS | $940 | |
| MILTON COMMUNITY FOOD PANTRY | ||||||||
| PO BOX 84 | MILTON | DE | 19968 | NONE | PC | SOCIAL SERVICES | $310 | |
| MONTGOMERY CO BEEF 4-H CLUB | ||||||||
| 18140 MUNCASTER RD | DERWOOD | MD | 20855 | NONE | PC | SOCIAL SERVICES | $21,590 | |
| MONTGOMERY CO FAMILY JUSTICE CTR FDN | ||||||||
| PO BOX 10692 | ROCKVILLE | MD | 20849 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| MONTGOMERY COLLEGE FOUNDATION | ||||||||
| 9221 CORPORATE BLVD 3RD FLOOR | ROCKVILLE | MD | 20850 | NONE | PC | EDUCATION | $10,000 | |
| MONTGOMERY COUNTY SHEEP & SWINE 4-H CLUB | ||||||||
| 18140 MUNCASTER RD | DERWOOD | MD | 20855 | NONE | PC | SOCIAL SERVICES | $4,370 | |
| MOTHER SETON ACADEMY | ||||||||
| 2215 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | NONE | PC | EDUCATION | $2,500 | |
| NANTICOKE INDIAN ASSOCIATION | ||||||||
| 27073 JOHN J WILLIAMS HIGHWAY | MILLSBORO | DE | 19966 | NONE | PC | SOCIAL SERVICES | $3,500 | |
| NATIONAL LINKS TRUST | ||||||||
| PO BOX 42097 5636 CONNECTICUT AVE | WASHINGTON | DC | 20015 | NONE | PC | SOCIAL SERVICES | $302,500 | NW |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | ARTS | $15,000 | |
| NEW HOPE REC AND DEVELOPMENT CENTER INC | ||||||||
| PO BOX 310 | ELLENDALE | DE | 19941 | NONE | PC | EDUCATION | $5,000 | |
| NEXT GENERATION SOUTHERN DELAWARE | ||||||||
| PO BOX 1636 | WILMINGTON | DE | 19899 | NONE | PC | SOCIAL SERVICES | $500 | |
| NICA - DELAWARE | ||||||||
| 21 ORINDA WAY SUITE C-368 | ORINDA | CA | 94563 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| NORTH GEORGETOWN ELEMENTARY SCHOOL | ||||||||
| 664 NORTH BEDFORD ST | GEORGETOWN | DE | 19947 | NONE | PC | EDUCATION | $5,000 | |
| NO UNMET HUMAN NEEDS ASSOCIATION | ||||||||
| 81 CENTRAL AVENUE | OCEAN VIEW | DE | 19970 | NONE | PC | SOCIAL SERVICES | $250 | |
| OCEAN VIEW HISTORICAL SOCIETY | ||||||||
| PO BOX 576 | OCEAN VIEW | DE | 19970 | NONE | PC | SOCIAL SERVICES | $280 | |
| OLNEY THEATRE CENTER | ||||||||
| 2001 OLNEY-SANDY SPRING ROAD | OLNEY | MD | 20832 | NONE | PC | ARTS | $15,000 | |
| ONE TO ONE OVARIAN CANCER CENTER SUPPORT GROUP | ||||||||
| 4793 ALTON DR | TROY | MI | 48085 | NONE | PC | HEALTH | $2,000 | |
| PARKINSON'S EDUC & SUPPORT GRP OF SUSSEX | ||||||||
| PO BOX 56 | LEWES | DE | 19958 | NONE | PC | HEALTH | $310 | |
| PATHWAYS TO SUCCESS INC | ||||||||
| 31 THE CIRCLE SUITE A B | GEORGETOWN | DE | 19947 | NONE | PC | SOCIAL SERVICES | $5,710 | |
| PEOPLES PLACE II INC | ||||||||
| 1129 AIRPORT ROAD | MILFORD | DE | 19963 | NONE | PC | SOCIAL SERVICES | $250 | |
| POSSUM POINT PLAYERS INC | ||||||||
| PO BOX 96 | GEORGETOWN | DE | 19947 | NONE | PC | ARTS | $1,290 | |
| PRIMEROS PASOS INC | ||||||||
| 20648 SAVANNAH RD | GEORGETOWN | DE | 19947 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| PROJECT HOPE | ||||||||
| PO BOX 3270 | HARLAN | IA | 51593 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| QUIET RESORTS CHARITABLE FOUNDATION | ||||||||
| PO BOX 354 | BETHANY BEACH | DE | 19930 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| READ ALOUD DELAWARE | ||||||||
| 100 WEST 10TH STREET SUITE 309 | WILMINGTON | DE | 19801 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| REHOBOTH CONCERT BAND | ||||||||
| 3 STAFFORD ROAD | REHOBOTH BEACH | DE | 19971 | NONE | PC | SOCIAL SERVICES | $1,230 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PC | SOCIAL SERVICES | $2,000 | |
| ROXANA FIRE COMPANY | ||||||||
| 35943 ZION CHURCH ROAD | FRANKFORD | DE | 19945 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| SAINT VINCENT DE PAUL SOCIETY | ||||||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | NONE | PC | SOCIAL SERVICES | $12,500 | |
| SALVATION ARMY | ||||||||
| 400 N ORANGE STREET | WILMINGTON | DE | 19801 | NONE | PC | SOCIAL SERVICES | $2,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| SANTA'S LETTERS | ||||||||
| 2 WINDWARD WAY | DAGSBORO | DE | 19939 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| SELBYVILLE PUBLIC LIBRARY | ||||||||
| 11 MAIN MCCABE STREETS | SELBYVILLE | DE | 19975 | NONE | PC | EDUCATION | $2,500 | |
| SEMPER K9 ASSISTANCE DOGS | ||||||||
| PO BOX 451 | QUANTICO | VA | 22134 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| SENIOR SOFTBALL WORLD SERIES | ||||||||
| 34476 PYLE CENTER ROAD | ROXANA | DE | 19945 | NONE | PC | SOCIAL SERVICES | $20,000 | |
| SHEPHERD'S OFFICE INC | ||||||||
| 408 N BEDFORD STREET | GEORGETOWN | DE | 19947 | NONE | PC | SOCIAL SERVICES | $9,810 | |
| SMALL THINGS MATTER | ||||||||
| 14516 BAUER DRIVE | ROCKVILLE | MD | 20853 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| SMITHSONIAN INSTITUTION | ||||||||
| PO BOX 37012 SI BUILDING ROOM 453 | WASHINGTON | DC | 20013 | NONE | PC | ARTS | $5,000 | MRC 010 |
| SONSHINE EQUINE THERAPEUTIC RIDING CENTER | ||||||||
| 31688 YESHUA LANE | MILLSBORO | DE | 19966 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| SOUTHERN DELAWARE CHORAL SOCIETY | ||||||||
| PO BOX 444 | REHOBOTH BEACH | DE | 19971 | NONE | PC | ARTS | $130 | |
| SOUTHERN DELAWARE THERAPEUTIC RIDING INC | ||||||||
| PO BOX 219 | NASSAU | DE | 19969 | NONE | PC | HEALTH | $960 | |
| SPANISH SPEAKING COMMUNITY | ||||||||
| 329 S JEFFERSON ST | FEDERICK | MD | 21701 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| STRATHMORE HALL FOUNDATION INC | ||||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | NONE | PC | ARTS | $7,500 | |
| SURFERS HELPING OUR CHILDREN WITH AUTISM | ||||||||
| PO BOX 282 | ROCKVILLE | MD | 20848 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| SUSSEX COUNTY RETURN DAY INC | ||||||||
| PO BOX 55 | GEORGETOWN | DE | 19947 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| SUSSEX COUNTY STEM ALLIANCE | ||||||||
| 17297 VENABLES DR | LEWES | DE | 19958 | NONE | PC | HEALTH | $5,000 | |
| SUSSEX LAND FOUNDATION | ||||||||
| PO BOX 372 | LEWES | DE | 19958 | NONE | PC | ENVIRONMENT | $10,000 | |
| THE BALL FOR ALL FOUNDATION | ||||||||
| PO BOX 329 | DAGSBORO | DE | 19939 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| THE DELAWARE 4 H FOUNDATION | ||||||||
| 113 TOWNSEND HALL 531 SOUTH COLLEGE | NEWARK | DE | 19716 | NONE | PC | EDUCATION | $2,000 | AVE |
| THEARC | ||||||||
| 2000 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | PC | ARTS | $15,000 | 500 |
| THE GREATER LEWES FOUNDATION | ||||||||
| PO BOX 110 | LEWES | DE | 19958 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| THE VIVA SCHOOL | ||||||||
| 1923 VERMONT AVE NW SUITE T002 | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION | $10,000 | |
| TUDOR PLACE FOUNDATION | ||||||||
| 1644 31ST STREET NW | WASHINGTON | DC | 20007 | NONE | PC | SOCIAL SERVICES | $1,600 | |
| TULANE UNIVERSITY | ||||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | NONE | PC | EDUCATION | $10,000 | |
| US G FOUNDATION | ||||||||
| 270 WASHINGTON STREET SW | ATLANTA | GA | 30334 | NONE | PC | EDUCATION | $15,000 | |
| WESTSIDE NEW BEGINNINGS | ||||||||
| 19801 NORWOOD ST | REHOBOTH BEACH | DE | 19971 | NONE | PC | SOCIAL SERVICES | $5,500 | |
| WILDERNESS LEADERSHIP AND LEARNING INC | ||||||||
| 1758 PARK ROAD NW | WASHINGTON | DC | 20010 | NONE | PC | EDUCATION | $2,500 | |
| WINCHESTER THURSTON SCHOOL | ||||||||
| 555 MOREWOOD AVENUE | PITTSBURG | PA | 15213 | NONE | PC | EDUCATION | $1,000 | |
| WORCESTER COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 48 | BERLIN | MD | 21811 | NONE | PC | SOCIAL SERVICES | $1,500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | SOCIAL SERVICES | $20,000 | |
| WRESTLING TO BEAT THE STREETS DC | ||||||||
| 1717 N STREET NW STE 1 | WASHINGTON | DC | 20036 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| YMCA OF METROPOLITAN WASHINGTON | ||||||||
| PO BOX 65325 | WASHINGTON | DC | 20035 | NONE | PC | SOCIAL SERVICES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,916,744 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSHUA M FREEMAN FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31806 LAKEVIEW DRIVE | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ARTS - JMFF | GrantOrContributionPurposeTxt |
| Amt | $10,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,474,609 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,529,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $914,691 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,923,022 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,923,022 | 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 | $9,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,652,065 | EOYBookValueAmt |
| EOYFMV | $9,652,065 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $41,644,098 | EOYBookValueAmt |
| EOYFMV | $41,644,098 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,126,977 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,126,977 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $12,985,967 | BookValueAmt |
| EOYFMV | $12,985,967 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $13,045 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,045 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $12,835,966 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $74,439 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,691 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,501 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,501 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $37,835 | Amt |
| Net Investment Income | $33,846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,989 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $32,696 | $0 | $0 | $0 |
| FOREIGN TAXES | $2,703 | $2,703 | $0 | $0 |
Comments