CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349101520
- Schema version
- 2020v4.1
- 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 Land Schedule2
- Investments Other Schedule2
- Legal Fees 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 | 2021-11-11T09:14:54-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2404533000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE NO 1100 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE L FREEMAN | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 2404533000 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | FREEMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $113,125,221 | 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 | $1,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,035 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,038,078 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,038,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,637,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,300,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,637,555 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,555,417 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,500,248 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,232,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,176,916 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $239,847 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,985 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $215,862 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $153,262 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,989 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $130,273 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,714 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,499 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,949 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $102,968 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $82,553 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,415 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $569,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $554,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,545 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $432,919 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $36,836 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,336 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,967 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,756 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133,176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,794 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,664 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,810,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $792,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $499,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,934,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,914,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,744,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $792,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,413,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,487,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,384,264 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,630,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,269,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,269,149 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,709 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $144,497 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $133,647 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $133,647 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,889,166 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,166,624 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,166,624 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $39,104,195 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,322,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,322,727 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,582,602 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,070,603 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,070,603 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,853,857 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $27,853,857 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $27,853,857 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $42,127,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,950,187 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,950,187 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,950,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $592,479 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,027,366 | LandBOYAmt |
| Land EOY | $8,358,427 | LandEOYAmt |
| Land EOYFMV | $8,358,427 | LandEOYFMVAmt |
| Total Assets BOY | $108,510,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,125,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,125,221 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,768 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $112,759 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $16,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,759 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $108,494,085 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $113,012,462 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,494,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,012,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,510,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,125,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,494,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,487,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,031,253 | OtherIncreasesAmt |
| Subtotal | $113,012,462 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,012,462 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 | 2019-12-31 | 2020-12-31 | $26,233,703 | $21,663,267 | $4,570,436 | $4,570,436 |
| CAPITAL GAIN DISTRIBUTION | P | 2019-12-31 | 2020-12-31 | $67,119 | $67,119 | $67,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,637,555 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $102,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $102,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $102,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82,962 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,896 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,858 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,217 | OverpaymentAmt |
| Applied To ES Tax | $3,217 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | BERNADETTE M DOWLING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3024366241 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | CHAIRMAN/PRESIDENT | 14.00 | $119,891 | $7,534 | $0 |
| PATTI GRIMES | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | EXECUTIVE DIRECTOR | 20.00 | $119,956 | $7,238 | $0 |
| CHRISTINE A SHREVE | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | TREASURER/VICE CHAIRMAN/DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICHOLAS FREEMAN | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROADPOINT CONSTRUCTION LLC | |||||
| 37251 REHOBOTH AVENUE | REHOBOTH BEACH | DE | 19971 | BUILDING CONTRACTOR | $2,275,541 |
| WEALTHSPIRE ADVISORY | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT FEES | $134,528 |
| CHEVY CHASE BANK | |||||
| 7501 WISCONSIN AVE 1500W | BETHESDA | MD | 20814 | INVESTMENT FEES | $96,948 |
| MAX'S BUSINESS FURNITURE | |||||
| 714 EAST GUDE DRIVE | ROCKVILLE | MD | 20850 | FURNITURE CONTRACTOR | $96,000 |
| BUNTING & MURRAY | |||||
| 32924 LIGHTHOUSE ROAD | SELBYVILLE | DE | 19975 | CONSTRUCTION CONTRACTOR | $92,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | 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 | $65,383,910 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,762,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,023,141 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,169,315 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,169,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,502,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,666,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,933,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,933,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $102,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $102,641 | TotalTaxAmt |
| Distributable Before Adj | $4,830,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,830,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,830,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,413,855 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,697,503 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,111,358 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,111,358 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,830,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,111,358 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,830,698 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,280,660 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,280,660 | 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 | $4,280,660 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,280,660 | ExcessFromCurrentYearAmt |
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 OR CANDIDATES 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 (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WAVE OF HEALTHY MEALS FOUNDATION | |||||||
| 152 BEACHFIELD DRIVE | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| A WIDER CIRCLE | |||||||
| 4808 MOORLAND LANE SUITE 802 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $30,000 |
| ADL | |||||||
| 1100 CONNECTICUT AVE SUITE 1020 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 |
| AMERICA-ISRAEL FRIENDSHIP LEAGUE | |||||||
| 1460 BROADWAY 6TH FL | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 131 CONTINENTAL DRIVE SUITE 407 | NEWARK | DE | 19713 | NONE | PUBLIC CHARITY | HEALTH | $1,000 |
| AMERICAN LEGION | |||||||
| 2308 PHILADELPHIA AVENUE | OCEAN CITY | MD | 21843 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| ART LEAGUE OF OCEAN CITY INC | |||||||
| PO BOX 3503 | OCEAN CITY | MD | 21843 | NONE | PUBLIC CHARITY | ARTS | $500 |
| ATHLETES FOR HOPE | |||||||
| 2 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| ATLANTIC GENERAL HOSPITAL | |||||||
| 9733 HEALTHWAY DRIVE | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | HEALTH | $2,500 |
| ATTACK ADDICTION FOUNDATION | |||||||
| PO BOX 36 | BEAR | DE | 19701 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| BARBARA K BROOKS TRANSITION HOUSE INC | |||||||
| 52 BRAMHALL ST | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,051 |
| BAYHEALTH FOUNDATION | |||||||
| 640 SOUTH STATE ST | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | HEALTH | $75,000 |
| BEEBE MEDICAL FOUNDATION | |||||||
| 902 SAVANNAH ROAD | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | HEALTH | $312,975 |
| BENDER JCC OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 208524857 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| BOONSBORO FREE LIBRARY | |||||||
| PO BOX 174 | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 |
| BOYS & GIRLS CLUBS OF DELAWARE | |||||||
| 101 DELAWARE VETERANS BLVD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $4,000 |
| BRANDYWINE VALLEY SPCA | |||||||
| GEORGETOWN ANIMAL HEALTH CENTER | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| CANCER SUPPORT COMMUNITY DELAWARE | |||||||
| 4810 LANCASTER PIKE | WILMINGTON | DE | 19807 | NONE | PUBLIC CHARITY | HEALTH | $5,000 |
| CAPE HENLOPEN EDUCATIONAL FOUNDATION | |||||||
| 1270 KINGS HIGHWAY | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 |
| CENTER FOR THE INLAND BOYS | |||||||
| 39375 INLET ROAD | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | ENVIRONMENT | $1,000 |
| CITYDANCE | |||||||
| 4000 ALBERMARLE ST NW SUITE 304 | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | ARTS | $10,000 |
| CLOTHING OUR KIDS | |||||||
| 26582 JOHN J WILLIAMS HWY 2 | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $6,000 |
| COLLEGE TRACKS | |||||||
| 8737 COLESVILLE RD SUITE 1010 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVE NW STE 1066 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | HEALTH | $15,000 |
| CONSCIOUS KID | |||||||
| 9226 REGENTS ROAD APT L | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| CONTACTLIFELINE INC | |||||||
| PO BOX 9525 | WILMINGTON | DE | 19809 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| CREATIVE TIME INC | |||||||
| 59 EAST 4TH STREET 6TH FL | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | ARTS | $100,000 |
| DC COLLEGE ACCESS PROGRAM | |||||||
| 1425 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| DC DIAPER BANK | |||||||
| 1532 A ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| DE ALLIANCE FOR NONPROFIT ADVANCEMENT | |||||||
| 100 W 10TH STREET SUITE 1012 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| DE COALITION AGAINST DOMESTIC VIOLENCE | |||||||
| 100 W 10TH ST SUITE 903 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| DELAWARE BREAST CANCER COALITION INC | |||||||
| 100 W 10TH ST SUITE 209 | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | HEALTH | $4,000 |
| DELAWARE HUMANE ASSOCIATION | |||||||
| 18675 COASTAL HIGHWAY | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| DELAWARE TECHNICAL COMMUNITY COLLEGE | |||||||
| 21179 COLLEGE DRIVE | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| DELMARVA TEEN CHALLENGE HOME OF HOPE | |||||||
| PO BOX 1271 | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 |
| DEVON C RUBENSTEIN FOUNDATION | |||||||
| 7 DRISCOLL COURT | GAITHERSBURG | MD | 20878 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL | |||||||
| PO BOX 56481 | WASHINGTON | DC | 20040 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| DOWN SYNDROME NETWORK OF MONTGOMERY COUNTY | |||||||
| PO BOX 10416 | ROCKVILLE | MD | 20849 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| DWELLING PLACE INC | |||||||
| 19632 CLUBHOUSE RD SUITE 510 | MONTGOMERY VILLAGE | MD | 20886 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| EASTER SEALS SERVING MDDCVA | |||||||
| 1420 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| EDENS COMMUNITY ENRICHMENT FOUNDATION | |||||||
| 7200 WISCONSIN AVENUE SUITE 400 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| ELEVATED COMMUNITY DEVELOPMENT CORP | |||||||
| 604 N WALNUT STREET | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| FIRST AME CHURCH OF GAITHERSBURG | |||||||
| 17620 WASHINGTON GROVE LANE | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| THE FIRST TEE OF GREATER WASHINGTON DC | |||||||
| 2020 PENNSYLVANIA AVE NW 106 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| FOOD BANK OF DELAWARE | |||||||
| 1040 MATTLIND WAY | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $30,000 |
| THE FOUNDATION FOR DELMAR EDUCATION | |||||||
| 200 N 8TH STREET | DELMAR | MD | 19940 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| FRANKFORD PUBLIC LIBRARY | |||||||
| 8 MAIN STREET | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 |
| FRANKLIN E WIMP HAMBURG GOLF MEMORIAL | |||||||
| 8 KNODE CIRCLE | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| FREDERICK DOUGLASS ELEMENTARY SCHOOL | |||||||
| 1 SWAIN ROAD | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| FREEMAN ARTS PAVILION | |||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | ARTS | $3,150,000 |
| FUTURE LINK INC | |||||||
| 15 WEST GUDE DRIVE | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| GEORGETOWN UNIVERSITY-MSB | |||||||
| RAFIK B HARIRI BUILDING | WASHINGTON | DC | 20057 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| GIRLS ON THE RUN DELAWARE INC | |||||||
| 615 WEST 18TH STREET | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| GREAT FUTURES FUND | |||||||
| 36932 SILICATO DRIVE SUITE 10 | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,500 |
| GREATER WASHINGTON COMM FOUNDATION | |||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $75,000 |
| HABITAT FOR HUMANITY-WORCESTER CO | |||||||
| PO BOX 1327 | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| HALCYON FUND LP | |||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $50,000 |
| HARRY K FOUNDATION | |||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $11,000 |
| HEADSTRONG PROJECT | |||||||
| 655 MADISON AVE 18TH FLOOR | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 |
| HOLTON-ARMS SCHOOL INC | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | EDUCATION | $70,000 |
| HOPE MARIETTA FOUNDATION | |||||||
| 11230 SILENTOOD LANE | RESTON | VA | 20191 | NONE | PUBLIC CHARITY | HEALTH | $3,000 |
| IIIBS FOUNDATION | |||||||
| 42395 RYAN RD STE 112 | ASHBURN | VA | 20148 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| IMMANUEL SHELTER INC | |||||||
| 17601 COASTAL HWY UNIT 11 431 | NASSAU | DE | 19969 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| IN HONOR OF HER | |||||||
| PO BOX 855 | OLNEY | MD | 208300855 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| INTERFAITH WORKS INC | |||||||
| 114 W MONTGOMERY AVENUE | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| IVYMOUNT SCHOOL | |||||||
| 11614 SEVEN LOCHS ROAD | ROCKVILLE | MD | 20854 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD SUITE 100 | N BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $50,000 |
| JOHN M CLAYTON ELEMENTARY SCHOOL (PTO) | |||||||
| 252 CLAYTON AVENUE | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 |
| JOSHUA M FREEMAN FOUNDATION INC | |||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | ARTS | $5,000 |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON | |||||||
| 919 18TH STREET NW SUITE 901 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| KINDWORKS INC | |||||||
| 7979 OLD GEORGETOWN RD FL 10 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| LA ESPERANZA | |||||||
| 216 NORTH RACE STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $4,000 |
| LA RED HEALTH CENTER | |||||||
| 21444 CAREAN WAY | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | HEALTH | $50,000 |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 208173199 | NONE | PUBLIC CHARITY | EDUCATION | $35,000 |
| LEUKEMIA & LYMPHOMA SOCIETY-VA | |||||||
| 3601 EISENHOWER AVE SUITE 450 | ALEXANDRIA | VA | 22304 | NONE | PUBLIC CHARITY | HEALTH | $25,000 |
| LEVELING THE PLAYING FIELD INC | |||||||
| 9170 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| LITERACY DELAWARE INC | |||||||
| PO BOX 2083 | WILMINGTON | DE | 198992083 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| MARY'S CENTER | |||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | HEALTH | $10,000 |
| MEDSTAR HEALTH INC | |||||||
| 10980 GRANCHESTER WAY | COLUMBIA | MD | 21044 | NONE | PUBLIC CHARITY | HEALTH | $150,000 |
| MERCY HEALTH CLINIC | |||||||
| 7 METROPOLITAN CT SUITE 1 | GAITHERSBURG | MD | 20878 | NONE | PUBLIC CHARITY | HEALTH | $5,000 |
| MID-ATLANTIC INNOCENCE PROJECT | |||||||
| 2000 H STREET NW | WASHINGTON | DC | 200520026 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| MILTON COMMUNITY FOOD PANTRY | |||||||
| PO BOX 84 | MILTON | DE | 19958 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| MOBILE MEDICAL CARE INC | |||||||
| 9309 OLD GEORGETOWN ROAD | BETHESDA | MD | 208141620 | NONE | PUBLIC CHARITY | HEALTH | $5,000 |
| MONTGOMERY COLLEGE FOUNDATION | |||||||
| 9221 CORPORATE BLVD 3RD FLOOR | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| MONTGOMERY COUNTY BEEF 4-H CLUB | |||||||
| 5925 DAMASCUS ROAD | LAYTONSVILLE | MD | 20882 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $14,054 |
| MONTGOMERY YOUTH WRESTLING LEAGUE | |||||||
| 7459 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $22,500 |
| NAMI DELAWARE | |||||||
| 2400 W 4TH STREET | WILMINGTON | DE | 19805 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| NAMI MONTGOMERY COUNTY | |||||||
| 9210 CORPORATE BLVD SUITE 170 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| NATIONAL LINKS TRUST | |||||||
| 331 7TH ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| NEMOURS FUND FOR CHILDREN | |||||||
| SHANDS HOUSE 1600 ROCKLAND ROAD | WILMINGTON | DE | 19803 | NONE | PUBLIC CHARITY | HEALTH | $15,000 |
| NEW HOPE REC AND DEVELOPMENT CTR INC | |||||||
| 12564 NORTH OLD STATE ROAD | ELLENDALE | DE | 199412820 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| NOURISH NOW | |||||||
| 1111 TAFT STREET | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| OLNEY HELP | |||||||
| PO BOX 430 | OLNEY | MD | 20830 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| OLNEY THEATRE | |||||||
| 2001 OLNEY SANDY SPRING ROAD | OLNEY | MD | 20832 | NONE | PUBLIC CHARITY | ARTS | $10,000 |
| PATHWAYS TO SUCCESS INC | |||||||
| 31 THE CIRCLE SUITE A B | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| PREVENT CANCER FOUNDATION | |||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | HEALTH | $5,000 |
| PROJECT NEW START INC | |||||||
| 3301 GREEN STREET | CLAYMONT | DE | 19703 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| RED WIGGLER FOUNDATION INC | |||||||
| PO BOX 968 | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| INDIAN RIVER SOCCER CLUB | |||||||
| 32221 GUM ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| ROXANA FIRE COMPANY | |||||||
| 35943 ZION CHURCH ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| SAINT CAMILLUS CHURCH | |||||||
| 1600 SAINT CAMILLUS DR | SILVER SPRING | MD | 20903 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| SALVATION ARMY | |||||||
| 215 E VINE STREET | SALISBURY | MD | 21804 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| SANDY SPRING MUSEUM | |||||||
| 17901 BENTLEY ROAD | SANDY SPRING | MD | 20860 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $35,000 |
| SHEPHERD'S TABLE INC | |||||||
| 8106 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| SO DE THERAPY & REC HORSEBACK RIDING INC | |||||||
| PO BOX 219 | NASSAU | DE | 19969 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| SO WHAT ELSE INC | |||||||
| ONE PRESERVE PKWY SUITE 150 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| SOUTHERN DELAWARE CHORALE | |||||||
| PO BOX 444 | REHOBOTH | DE | 19971 | NONE | PUBLIC CHARITY | ARTS | $2,000 |
| SOUTHERN SUSSEX ROTARY CLUB | |||||||
| PO BOX 92 | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| SPANISH SPEAKING COMMUNITY OF MD INC | |||||||
| 8519 PINEY BRANCH ROAD | SILVER SPRING | MD | 20901 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FDN | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| STEPPING STONES SHELTER | |||||||
| PO BOX 712 | ROCKVILLE | MD | 208480712 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| STRATHMORE HALL FOUNDATION INC | |||||||
| 5301 TUCKERMAN LANE | N BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | ARTS | $5,000 |
| THEARC | |||||||
| 1901 MISSISSIPPI AVE SUITE 101 | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | ARTS | $25,000 |
| WASHINGTON DC MEALS ON WHEELS INC | |||||||
| 7410 NEW HAMPSHIRE AVENUE | TAKOMA PARK | MD | 20912 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| WEST SIDE NEW BEGINNINGS INC | |||||||
| 19801 NORWOOD STREET | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| WILDERNESS LEADERSHIP AND LEARNING INC | |||||||
| 1758 PARK RD NW | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| WINCHESTER THURSTON SCHOOL | |||||||
| 555 MOREWOOD AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| WOLF TRAP ANIMAL RESCUE | |||||||
| PO BO 2753 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| WORCESTER COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 48 | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,250 |
| YMCA OF METROPOLITAN WASHINGTON | |||||||
| PO BOX 65325 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,914,080 | 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 | $1,035 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,038,078 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,637,555 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 ORDINARY BUSINESS INCOME | 900099 | $585 | 16 | $925,592 |
| MISCELLANEOUS | 01 | $6,262 | ||
| TAX REFUNDS | 01 | $48,322 | ||
| GROUND LEASE RENT | 16 | $1,574,656 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $585 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,231,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,232,085 | 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 | 11 | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | 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 | $6,975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $14,070,603 | EOYBookValueAmt |
| EOYFMV | $14,070,603 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $41,322,727 | EOYBookValueAmt |
| EOYFMV | $41,322,727 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,166,624 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,166,624 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEA COLONY GROUND LEASES | CategoryOrItemTxt |
| Cost Or Other Basis | $27,853,857 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $27,853,857 | BookValueAmt |
| EOYFMV | $27,853,857 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $5,730,787 | $5,730,787 |
| LP/LLC INVESTMENTS | FMV | $1,350,016 | $1,350,016 |
| CONGRESSIONAL BANK STOCK | FMV | $4,618,046 | $4,618,046 |
| CSV - KEYMAN INSURANCE POLICY | FMV | $2,251,338 | $2,251,338 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $102,968 | LegalFeesAmt |
| Net Investment Income | $82,553 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,415 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $3,425 | $0 | $2,600 |
| INSURANCE | $32,674 | $0 | $32,674 |
| TELEPHONE | $1,504 | $0 | $1,504 |
| POSTAGE AND DELIVERY | $320 | $0 | $320 |
| WEBSITE MAINTENANCE | $965 | $0 | $965 |
| LICENSES AND FEES | $238 | $0 | $238 |
| GRANT & PROGRAM RELATED EXP | $2,449 | $0 | $2,449 |
| OFFICE EXPENSES | $9,055 | $0 | $7,772 |
| BANK FEES | $87 | $0 | $87 |
| K-1 EXPENSES | $82,936 | $102,326 | $0 |
| MISCELLANEOUS | $55 | $0 | $55 |
| FOREIGN TAX | -$532 | -$532 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY BUSINESS INCOME | $926,177 | $925,592 | $926,177 |
| MISCELLANEOUS | $6,262 | $6,262 | |
| TAX REFUNDS | $48,322 | $48,322 | |
| GROUND LEASE RENT | $1,574,656 | $1,574,656 | $1,574,656 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,031,253 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $554,832 | $554,832 | $0 |
| CONSULTING | $14,548 | $0 | $1,545 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $84,837 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments