BENDER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BENDER FOUNDATION INC (EIN 52-6054193)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349104744
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:48:55-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 RESEARCH BOULEVARD 300 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526054193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEND | BusinessNameControlTxt |
| Phone | 2028289000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 1150 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE B SILVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2028289000 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | SILVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE BROOKS HORN | PreparerPersonNm |
| PTIN | P00105040 | PTIN |
| Phone | 3019796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $164,083,269 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $337,176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $337,176 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,491,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,491,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,867,960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,709,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,867,960 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,901,211 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,901,211 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,597,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,597,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $330,480 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $148,716 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,764 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,879 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,088 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $108,791 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $105,985 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $47,693 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,429 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $320,033 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200,617 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,717 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151,283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51,283 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $83,806 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,483 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $82,068 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $305,852 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,527 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,555 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,425,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $486,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $551,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,606,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,606,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,031,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $486,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,157,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,566,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,111,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $140,857 | CashBOYAmt |
| Cash EOY | $804,201 | CashEOYAmt |
| Cash EOYFMV | $804,201 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,926,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,640,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,640,057 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,129 | AcctRcvblAmt |
| Acct Rcvbl BOY | $42,254 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,129 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,129 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $33,760 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $71,354 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $71,354 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $39,349,745 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $38,763,905 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $39,349,745 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $39,349,745 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $12,745 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,745 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,745 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $50,904,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,768,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,768,086 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,804,110 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,064,526 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,064,526 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $34,359,867 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,164,425 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,164,425 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,155,335 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,198,001 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,198,001 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $148,143,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,083,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $164,083,269 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $262,665 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $134,838 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $262,665 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $134,838 | 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 | $147,881,175 | RetainedEarningBOYAmt |
| Retained Earning EOY | $163,948,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,881,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $163,948,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $148,143,840 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $164,083,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,881,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,566,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,501,100 | OtherIncreasesAmt |
| Subtotal | $163,948,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $163,948,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| K-1 PARTNERSHIP INVESTMENTS | P | $831,267 | $831,267 | ||
| VANGUARD ST | $36 | $36 | $736,464 | $736,428 | |
| VANGUARD ST | $1,385,094 | $1,385,094 | $5,894,072 | $4,508,978 | |
| MERRILL LYNCH # 02038 ST | $1,278 | $1,278 | $552,308 | $551,030 | |
| MERRILL LYNCH # 02038 LT | $48,968 | $48,968 | $1,442,332 | $1,393,364 | |
| MERRILL LYNCH # 02044 ST | $22,908 | $22,908 | $204,514 | $181,606 | |
| MERRILL LYNCH # 02044 LT | $15,161 | $15,161 | $235,798 | $220,637 | |
| MERRILL LYNCH # 02041 ST | -$4,776 | -$4,776 | $55,834 | $60,610 | |
| MERRILL LYNCH # 02041 LT | $34,679 | $34,679 | $166,851 | $132,172 | |
| BLACKSTONE ALT IV INVESTMENT | $46,148 | $46,148 | |||
| BLACKSTONE ALT 2016 INVESTMENT | $51,734 | $51,734 | |||
| BLACKSTONE STRATEGIC INVESTMENT | $12,851 | $12,851 | |||
| BCP VIII INVESTMENT | $1,661 | $1,661 | |||
| CAPITAL GAINS DIVIDENDS | P | $2,420,951 | $2,420,951 | $2,420,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,867,960 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126,653 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126,653 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $126,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $228,622 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $328,622 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $201,969 | OverpaymentAmt |
| Applied To ES Tax | $201,969 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE BENDER SILVERPRESIDENT | IndividualWithBooksNm |
| Phone | 2028289000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BETHESDA METRO CNETER SUITE 1320 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID S BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VP/TREASURER/SECRETARY | 10.00 | $9,000 | $0 | $0 |
| BARBARA A BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $6,000 | $51,280 | $0 |
| JASON BELINKIE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $124,132 | $0 | $0 |
| JENA RILEY | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,800 | $0 | $0 |
| JULIE BENDER SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | PRESIDENT | 40.00 | $184,448 | $46,987 | $0 |
| DAVID SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $1,300 | $0 | $0 |
| NIKKI BENDER COLE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,800 | $0 | $0 |
| NANETTE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAKE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE VERMILLION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BETHESDA METRO CENTER SUITE 1320 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EMPLOYEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $86,462 | CompensationAmt |
| Employee Benefits | $7,719 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTENTIONAL PHILANTHROPY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $119,416 | 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 | $113,032,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,755,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,044,269 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,832,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,832,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,337,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,495,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,674,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,674,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126,653 | TotalTaxAmt |
| Distributable Before Adj | $7,548,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,548,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,548,107 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,157,999 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,157,999 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,548,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $224,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $434,978 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,120 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,649 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $709,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,157,999 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,157,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $709,762 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $709,762 | 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 | $680,346 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | EXECU.SALARY SUPPORT | $300,000 |
| AMERICAN UNIVERSITY | ||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | CENTER FOR ATHLETIC PERFORMANCE | $300,000 |
| MEDSTAR WASHINGTON HOSPITAL CENTER | ||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL | $250,000 |
| ASHLEY ADDICTION TREATMENT | ||||||
| 800 TYDINGS LANE | HAVRE DE GRACE | MD | 21078 | PUBLIC CHARITY | NEW ROOF & OUT OF DATE KITCHEN | $250,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER EMERGENCY DEPT | $250,000 |
| VANGUARD CHARITABLE FUND | ||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | THE BENDER INSTITUTE COMBATTING BIAS, BULLYING AND ANTI-SEMITISM THROUGH EDUCATION | $250,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | HEART BALL | $150,000 |
| REACH EDUCATION INC | ||||||
| 10105 REPRISE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $125,000 |
| MARY'S CENTER | ||||||
| 233 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| TORTURE ABOLITION AND SURVIVORS SUPP | ||||||
| 4121 HAREWOOD ROAD NE SUITE B | WASHINGTON | VA | 20017 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| ATHLETES FOR HOPE | ||||||
| 2 BETHESDA MTERO CENTER 1320 | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| MARYLAND HORSE FOUNDATION | ||||||
| 321 MAIN STREET | RESITERSTOWN | MD | 21136 | PUBLIC CHARITY | MARYLAND HORSE LIBRARY | $100,000 |
| ATHLETES UNITED FOR SOCIAL JUSTICE | ||||||
| 740 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | BENDER-DOSIK PARENTING CENTER | $100,000 |
| BETHESDA CHEVY-CHASE RESCUE SQUAD | ||||||
| 5020 BATTERY LN | BETHESDA | DC | 20814 | PUBLIC CHARITY | STATE OF THE ART RESCUE SQUAD PAYM. | $100,000 |
| CITYDANCE ESSEMBLE | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | THE DREAM SCHOOL FOR DANCE | $100,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH NW SUITE801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | YOUNG WOMEN'S LEADERSHIP NETWORK | $100,000 |
| FUTURE LINK | ||||||
| 15 W GUDE DRIVE 150 | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $95,000 |
| IDENTITY INC | ||||||
| 414 E DIAMOND AVE | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $85,000 |
| HOMELESS CHILDREN'S PLAYTIME PROJECT | ||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 |
| COLLEGE TRACKS | ||||||
| 5126 MANNING DRIVE | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE201 | WASHINGTON | DC | 20007 | PUBLIC CHARITY | MORE THAN MEDICINE PAYMENT | $75,000 |
| IMAGINATION STAGE | ||||||
| 4908 AUBURN AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | LEARNING THROUGH THEATRE | $60,000 |
| JEWISH SOCIAL SERVICE AGENCY | ||||||
| 6123 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | CHILD MENTAL HEALTH | $60,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | 2021 HEART WALK | $50,735 |
| WEILL CORNELL MEDICINE | ||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | PUBLIC CHARITY | IMMUNE RESPONSE TO SARS COV-2 VACCINATION IN PREGNANT AND LACTATING WOMEN AND THEIR NEONATES | $50,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||
| 6101 EXECUTIVE BLVD 100 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | ANNUAL CAMPAIGN | $50,000 |
| HOPE AND A HOME | ||||||
| 1236 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | HIGHER EDUCATION FOR ALL PROGRAMS | $50,000 |
| JEWISH SOCIAL SERVICE AGENCYQ | ||||||
| 200 WOODS HILL ROAD | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER ENDOWMENT FOR SENIOR SERVICES | $50,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH STREET NW 801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | LEADERSHIP INSTITUTE | $50,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 3919 NATIONAL DRIVE 200 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | NTI TRAINING ADAPTATION FOR SCHOOL BASED MENTAL HEALTH PROFESSIONALS | $50,000 |
| FAMILY SERVICES INC | ||||||
| 610 EAST DIAMOND AVE 100 | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | TRAUMA INFORMED SCHOOLS PROGRAMS (TIS) | $50,000 |
| PEACE OF MIND | ||||||
| 5540 NEVADA AVE NW | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| COLLEGIATE DIRECTIONS INC | ||||||
| 4827 RUGBY AVE 001 | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2021 | $50,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | DC | 20852 | PUBLIC CHARITY | THREE YEAR MA'AYAN AND ATHLETICS | $50,000 |
| SO WHAT ELSE | ||||||
| ONE PRESERVE PARKWAY SUITE 150 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| LEVELING THE PLAYING FIELD | ||||||
| 9170 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| MACCABI USA | ||||||
| 1511 WALNUT STREET 401 | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | STUART WEITZMAN ENDOWED SCHOLARSHIP FUND FOR ATHLETES IN FINANCIAL NEED | $40,000 |
| THE LITERACY LAB | ||||||
| 1400 16TH ST NW 410 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | THE LITERACY LAB - METRO DC | $38,000 |
| ROCKETSHIP EDUCATION INC | ||||||
| 350 TWIN DOLPHIN DRIVE 109 | REDWOOD | CA | 94065 | PUBLIC CHARITY | ROCKETEERS/HEALTHY MINDS/HEALTY BODIES | $31,500 |
| NONPROFIT MONTGOMERY | ||||||
| 6010 EXECUTIVE BLVD 200 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | MMF MATCH FOR EARLY CHILDHOOD | $30,800 |
| HOLY CROSS HEALTH FOUNDATION | ||||||
| 10720 COLUMBIA PIKE | SILVER SPRING | MD | 20901 | PUBLIC CHARITY | HOLY CROSS HEALTH GREENHOUSE AND COMMUNITY GARDEN FOOD SECURITY PROGRAM | $30,000 |
| POTOMAC COMMUNITY RESOURCES | ||||||
| 9200 KENTSDALE DRIVE | ROCKVILLE | MD | 20854 | PUBLIC CHARITY | FITNESS / HEALTH & WELLNESS PROGRAM | $30,000 |
| NATIONAL BUILDING MUSEUM | ||||||
| 401 F STREET | WASHINGTON | DC | 20001 | PUBLIC CHARITY | 2021 VIRTUAL GALA GENERAL SUPPORT | $25,000 |
| TEENS RUN DC | ||||||
| PO BOX 15651 | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| SHALOM LEARNING INC | ||||||
| 6900 WISCONSIN AVENUE 200 | BETHESDA | MD | 20815 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CONCERT AGAINST HATE | $25,000 |
| UNITED STATES HOLOCUAST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | 2021 NATIONAL TRIBUTE DINNER (DONATION ONLY) | $25,000 |
| SPIRIT CLUB FOUNDATION | ||||||
| PO BOX 443 | KENSINGTON | MD | 20895 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| KOA SPORTS LEAGUE INC | ||||||
| 9801 WASHINGTON BLVD 105 | GAITHERSBURG | MD | 20878 | PUBLIC CHARITY | KOA PREPATORY | $25,000 |
| PARENT ENCOURAGEMENT PROGRAM INC | ||||||
| 10100 CONNECTICUT AVENUE | KENSINGTON | MD | 208953809 | PUBLIC CHARITY | PEP | $25,000 |
| KENNEDY CENTER | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | FOR THE PERFORMING ARTS EDUCATION PROGRAM | $25,000 |
| JEWISH FOUNDATION FOR GROUP | ||||||
| 1500 E JEFFERSON ST | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | PART-TIME BEHAVORIAL SPECIALIST | $25,000 |
| DC SCORES | ||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| IMAGINATION STAGE | ||||||
| 4908 AUBURN AVENUE | BETHESDA | MD | 20814 | PUBLIC CHARITY | EVENT HONORING BONNIE FOGEL (DONATION ONLY) | $25,000 |
| GIRLS ON THE RUN OF MONTGOMERY COUNTY | ||||||
| 11821 PARKLAWN DR 125 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | FINANCIAL AID AND SHOES | $25,000 |
| SUNFLOWER BAKERY | ||||||
| 5951 HALPINE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | HEARTSONGS LUNCHEON | $20,000 |
| MANNA FOOD CENTER | ||||||
| 12301 OLD COLUMBIA PIKE SUITE 200 | SILVER SPRING | MD | 20904 | PUBLIC CHARITY | COVID-19 SUPPORT | $20,000 |
| COMMUNITY FOUNDATION MONTGOMERY | ||||||
| 8720 GEORGIA AVENUE 202 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | FOOD FOR MONTGOMERY | $20,000 |
| I SUPPORT THE GIRLS | ||||||
| 514 HILLSBORO DRIVE | SILVER SPRING | MD | 20902 | PUBLIC CHARITY | ELEVATE DIGNITY DC | $20,000 |
| NONPROFIT MONTGOMERY | ||||||
| 6010 EXECUTIVE BLVD 200 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| CORPORATION OF THE WASHINGTON LATIN SCHOOL | ||||||
| 5200 2ND STREET | WASHINGTON | DC | 200116622 | PUBLIC CHARITY | PROJECT WISHLIST-HEALTHY MINDS / HEALTHY BODIES | $18,500 |
| JEWISH COUNCIL FOR THE AGING | ||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | STRATEGIC PLANNING | $15,000 |
| HIGHER ACHIEVEMENT | ||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | 2021 VIRTUAL GOING PLACES | $15,000 |
| ATHLETES FOR HOPE | ||||||
| 2 BETHESDA METRO CENTER 1320 | BETHESDA | MD | 20814 | PUBLIC CHARITY | AFH SUBLEASE GRANT | $14,000 |
| UNIVERSITY OF MARYLAND FOUNDATION | ||||||
| 2713 COMCAST CENTER TERRAPIN TRAIL | COLLEGE PARK | DC | 20740 | PUBLIC CHARITY | TOP TERP IN MEMORY OF HOWARD M. BENDER | $11,000 |
| MONTGOMERY COUNTY FOOD COUNCIL | ||||||
| 4825 CORDELL AVENUE SUITE 204 | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| JWI | ||||||
| 12129 20TH STREET SUITE 801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | JWI NATIONAL LIBRARY | $10,000 |
| MARATHON KIDS | ||||||
| PO BOX 41317 | AUSTIN TX | TX | 78704 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| 2UNSTOPPABLE | ||||||
| 3810 SANDELWOOD COURT 200 | FAIRFAX | VA | 22031 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| SO OTHERS MIGHT EAT | ||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| WOLF TRAP FOUNDATION | ||||||
| 1645 TRAP ROAD | VIENNA | DC | 22182 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | EMERGENCY DEPARTMENT | $10,000 |
| BETHESDA GREEN | ||||||
| 4825 CORDELL AVENUE | BETHESDA | MD | 20814 | PUBLIC CHARITY | DONATION ONLY (ENVIRONMENTAL PROGRAM) | $10,000 |
| HOPE AND A HOME | ||||||
| 1236 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL SUPPORT / COVID | $10,000 |
| FURNISHHOPEDC | ||||||
| 1640 GOOD HOPE ROAD SE | WASHINGTON | DC | 20020 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| JEWISH FOUNDATION FOR GROUP | ||||||
| 1500 E JEFFERSON ST | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | ANNUAL CAMPAIGN | $10,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | PAINT THE TOWN RED 2021 | $10,000 |
| COLON CANCER ALLIANCE | ||||||
| 1025 VERMONT AVE NW SUITW1066 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GALA DONATION | $10,000 |
| CITY DANCE ESSEMBLE INC | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | CITYDANCE "THIS IS US" VIRTUAL GALA | $10,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 3919 NATIONAL DRIVE 200 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | CASE 2021 MASQUERADE GALA & SILENT AUCTION | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3601 EXECUTIVE BLVD 400 | ALEXANDRIA | VA | 22304 | PUBLIC CHARITY | LIGHT THE NIGHT VIRTUAL WALK DONATION | $6,500 |
| JEWISH SOCIAL SERVICE AGENCY | ||||||
| 6123 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | TURNING THE TIDE ON MENTAL HEALTH STIGMA | $5,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | IMAGINE 2020 GALA | $5,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | SPORTS HALL OF FAME 2021 | $5,000 |
| AUTISM SPEAKS | ||||||
| 2474 S OCEAN BLVD | HIGHLAND BEACH | FL | 33487 | PUBLIC CHARITY | WALK PALM BEACH | $5,000 |
| JEWISH COALITION AGAINST DOMESTIC ABUSE | ||||||
| PO BOX 2266 | ROCKVILLE | MD | 20847 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| BEST BUDDIES INTERNATIONAL | ||||||
| 101 NORTH HAVEN STREET 205 | BALTIMORE | MD | 21229 | PUBLIC CHARITY | FRIENDSHIP WALK DONATION ONLY | $2,500 |
| THE NATIONAL THEATRE | ||||||
| 1321 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | ANNUAL MEMBERSHIP | $1,500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | IN MEMORY OF THALIA RESNICK | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,606,035 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $337,176 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,491,442 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,853,211 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,867,960 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBLEASE INCOME | Desc |
| Related Or Exempt Function Incm | $48,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,549,789 | ExclusionAmt |
| Related Or Exempt Function Incm | $48,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,597,789 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | SUBLEASE OF RENTAL OFFICE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,280 | Amt |
| Net Investment Income | $3,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,640 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARBOR BOND FUND | $6,395,037 | $6,395,037 |
| DOLAN MCENIRY BONDS-ML | $3,706,902 | $3,706,902 |
| VANGUARD HIGH YIELD CORP | $5,737,324 | $5,737,324 |
| VANGUARD REIT INDEX | $4,189,569 | $4,189,569 |
| VANGUARD SHORT-TERM INVESTMENT | $1,035,694 | $1,035,694 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST EAGLE FUNDS | $4,709,435 | $4,709,435 |
| FORTIVE CORP | $664,553 | $664,553 |
| MERRILL LYNCH-PRITSIOS | $1,464,300 | $1,464,300 |
| T ROWE PRICE INT'L EQUITY | $901,654 | $901,654 |
| TWEEDY BROWNE GLOBAL VALUE | $4,119,547 | $4,119,547 |
| TWEEDY BROWNE HY DIV | $1,823,938 | $1,823,938 |
| DANAHER CORP- VANGUARD | $6,434,388 | $6,434,388 |
| VANGUARD DEV MKTS INDEX | $3,343,753 | $3,343,753 |
| VANGUARD DIVIDEND GROWTH | $4,534,802 | $4,534,802 |
| VANGUARD EMERGING MKTS | $4,157,317 | $4,157,317 |
| VANGUARD EQUITY INCOME FUND | $4,211,046 | $4,211,046 |
| VANGUARD EUROPEAN STOCK | $2,875,547 | $2,875,547 |
| VANGUARD INTER TERM INV | $5,702,148 | $5,702,148 |
| VANGUARD TOTAL STK | $10,383,985 | $10,383,985 |
| YACHTMAN FUND | $4,441,673 | $4,441,673 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALCENTRA | FMV | $42,286 | $42,286 |
| BAIN CAPITAL | FMV | $752,680 | $752,680 |
| BCP VIII ACCESS FUND | FMV | $209,597 | $209,597 |
| BLACKSTONE SOLUTIONS 2016 FUND | FMV | $619,628 | $619,628 |
| BLACKSTONE ALT SOL IV | FMV | $543,823 | $543,823 |
| BLACKSTONE GSO SECURED | FMV | $673,887 | $673,887 |
| BLACKSTONE STRATEGIC | FMV | $358,515 | $358,515 |
| BLUESTONE INVESTMENT PARTNERS | FMV | $6,285 | $6,285 |
| BLUESTONE INVESTMENT PARTNERS II | FMV | $743,289 | $743,289 |
| CAMBER CREEK IV | FMV | $435,785 | $435,785 |
| CAMBER CREEK VI | FMV | $43,750 | $43,750 |
| CAPITAL BANK CONVERTIBLE DEBT | FMV | $4,366,702 | $4,366,702 |
| CAPITAL GROUP INTERNATIONAL- ML | FMV | $1,290,834 | $1,290,834 |
| CARLYLE BUYOUT II | FMV | $276,801 | $276,801 |
| CHAMBER CREEK FUND III | FMV | $618,574 | $618,574 |
| ESCHATON OPPORTUNITY FUND-CAPITAL BANK | FMV | $2,619,190 | $2,619,190 |
| HILLTOP OUTPARCEL LLC | FMV | $12,712 | $12,712 |
| HILLTOP PLAZA | FMV | $487,288 | $487,288 |
| ISRAEL BONDS | FMV | $250,000 | $250,000 |
| JBGSMITH PROPERTIES | FMV | $103,900 | $103,900 |
| MANOR ROAD OWNER LLC | FMV | $500,000 | $500,000 |
| OAKMARK INT'L | FMV | $2,523,645 | $2,523,645 |
| OWL ROCK | FMV | $1,121,220 | $1,121,220 |
| PIMCO TOTAL RETURN FUND | FMV | $1,765,621 | $1,765,621 |
| SCHWAB FUND INT'L LARGE | FMV | $983,428 | $983,428 |
| SCHWAB FUND US LARGE | FMV | $11,163,519 | $11,163,519 |
| SEQUOIA FUND | FMV | $7,178,212 | $7,178,212 |
| URBAN EDGE PROPERTIES | FMV | $68,025 | $68,025 |
| VONTIER CORP | FMV | $106,541 | $106,541 |
| VORNADO REALTY LP | FMV | $298,688 | $298,688 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE RECEIVABLE | $913,967 | $952,443 | $952,443 |
| PREPAID INCOME TAXES | $228,623 | $232,813 | $232,813 |
| SECURITY DEPOSIT | $12,745 | $12,745 | $12,745 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSPORTATION | $20,298 | $0 | $20,298 |
| OFFICE EXPENSE | $8,236 | $0 | $8,236 |
| TELEPHONE | $8,625 | $0 | $8,625 |
| INSURANCE | $6,396 | $0 | $6,396 |
| K-1 PARTNERSHIP INVESTMENT LOSSES | $262,297 | $7,527 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NOTE RECEIVABLE INTEREST | $1,853,156 | $1,853,156 | $1,853,156 |
| MISCELLANEOUS INCOME | $55 | $55 | $55 |
| SUBLEASE INCOME | $48,000 | $48,000 | $48,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $13,501,100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 PARTNERSHIP INVESTMENT FEES | $143,328 | $143,328 | $0 |
| CONSULTING FEES | $119,416 | $0 | $64,717 |
| INVESTMENT BROKER FEES | $57,289 | $57,289 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $45,859 | $45,859 | $0 |
| K-1 PARTNERSHIP INVESTMENT FOREIGN TAXES | $5,424 | $5,424 | $0 |
| FEDERAL EXCISE TAX | $100,000 | $0 | $0 |