NAOMI AND NEHEMIAH COHEN FOUNDATION VIRGINIA CORPORATION: Form 990PF, tax year 2020
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- Organization
- NAOMI AND NEHEMIAH COHEN FOUNDATION VIRGINIA CORPORATION (EIN 20-1135004)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-24
- IRS object ID
- 202112979349100051
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2021-10-24T21:37:48-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | 201135004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAOMI AND NEHEMIAH COHEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAOM | BusinessNameControlTxt |
| Phone | 3016522230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30100 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3016522230 | PhoneNum |
| Signature | 2021-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STUART | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | 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 | 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 | $94,874,968 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $38,739 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,739 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,318,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,318,247 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,010,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,521,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,010,482 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,068,515 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,003,886 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,435,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,371,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,981 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,767 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,214 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $185,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $185,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $76,585 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $76,585 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $442,532 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $442,532 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $931 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $86,649 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $86,649 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,325 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,325 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,203,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $515,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $621,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,464,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,464,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,668,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $515,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,085,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,232,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,855,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $883,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,799 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,718,727 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,426,792 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,426,792 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $24,574,890 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,340,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,340,978 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $41,655,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,916,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,916,399 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $82,833,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,874,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,874,968 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $669 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $669 | 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 | $82,833,172 | RetainedEarningBOYAmt |
| Retained Earning EOY | $94,874,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,833,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,874,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,833,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,874,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,833,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,232,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,273,566 | OtherIncreasesAmt |
| Subtotal | $94,874,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,874,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PARTNERSHIP INVESTMENTS K-1 | P | 2020-01-01 | 2020-12-31 | $172,247 | $172,247 | ||
| JPMORGAN CHASE INVESTMENTS | P | 2020-01-01 | 2020-12-31 | $838,235 | $838,235 | $15,521,475 | $14,683,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,010,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $99,042 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $119,042 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $65,445 | OverpaymentAmt |
| Applied To ES Tax | $65,445 | 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 |
| Org Report Or Register State | VA | 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.NNCF.NET | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016522230 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30100 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL SOLOMON | ||||||||
| PO BOX 30100 | BETHESDA | MD | 20824 | PRESIDENT | 30.00 | $68,231 | $32,536 | $0 |
| DR DIANE SOLOMON BROWN | ||||||||
| PO BOX 30100 | BETHESDA | MD | 20824 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| STUART BROWN | ||||||||
| PO BOX 30100 | BETHESDA | MD | 20824 | TREASURER | 30.00 | $98,750 | $7,200 | $0 |
| JANE MANSOUR SOLOMON | ||||||||
| PO BOX 30100 | BETHESDA | MD | 20824 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LAURA BROWN | ||||||||
| PO BOX 30100 | BETHESDA | MD | 20824 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA BROWN | ||||||||
| PO BOX 30100 | BETHESDA | MD | 20824 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON MCWILLIAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30100 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 55.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $185,000 | CompensationAmt |
| Employee Benefits | $15,317 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $79,650,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,125,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,971,934 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,971,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,319,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,652,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,332,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,332,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,597 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,742 | IncomeTaxAmt |
| Total Tax | $65,339 | TotalTaxAmt |
| Distributable Before Adj | $4,267,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,267,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,267,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,085,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,085,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,085,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,267,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $230,579 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $795,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,499,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $442,602 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $502,049 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,470,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,085,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,267,279 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,818,386 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,288,773 | 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 | $230,579 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,058,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $795,341 | ExcessFromYear4Amt |
| Excess From Year3 | $1,499,816 | ExcessFromYear3Amt |
| Excess From Year2 | $442,602 | ExcessFromYear2Amt |
| Excess From Year1 | $502,049 | ExcessFromYear1Amt |
| Excess From Current Year | $1,818,386 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR MIDDLE EAST PEACE | |||||||
| 1725 I STREET NW STE 300 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35,000 | |
| AMERICAN FRIENDS OF NEVE SHALOM-WAHAT AL-SALAM INC | |||||||
| 229 N CENTRAL AVE STE 401 | GLENDALE | CA | 91203 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 1156 15TH STREET NW STE 1201 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET ST 400 | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 | |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| AMERICANS FOR PEACE NOW | |||||||
| 1320 19TH ST NW STE 400 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1100 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| AVODAH THE JEWISH SERVICE CORPS | |||||||
| 125 MAIDEN LANE 8B C/O MAKOM HADASH | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE | |||||||
| 330 7TH AVE STE 1902 | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $77,500 | |
| BREAD FOR THE CITY INC | |||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $325,000 | |
| BRIGHT BEGINNINGS INC | |||||||
| 3418 4TH STREET SE | WASHINGTON | DC | 20032 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $70,000 | |
| BRONX HOUSE EMANUEL CAMPS | |||||||
| 990 PELHAM PKWY S | BRONX | NY | 10461 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| CAMPUS ELECTION ENGAGEMENT PROJECT | |||||||
| C/O OHIO CAMPUS COMPACT 615 N PEARL | GRANVILLE | OH | 43023 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | ST |
| LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM | |||||||
| 1319 F ST NW STE 810 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $60,000 | |
| CASA DE MARYLAND INC | |||||||
| 8151 15TH AVENUE | HYATTSVILLE | MD | 20783 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $60,000 | |
| CATALOGUE FOR PHILANTHROPY GREATER WASHINGTON | |||||||
| 10 G STREET SE STE 600 | WASHINGTON | DC | 20002 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 | |
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET STE A | BROOKLYN | NY | 11237 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100,000 | |
| COALITION FOR NONPROFIT HOUSING AND ECONOMIC DEVELOPMENT | |||||||
| 727 15TH STREET NW 600 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| COALITION OF IMMOKALEE WORKERS | |||||||
| POBOX 603 | IMMOKALEE | FL | 34143 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| COLOR OF CHANGE EDUCATION FUND | |||||||
| 1714 FRANKLIN STREET 100-136 | OAKLAND | CA | 94612 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| COMMUNITY CHANGE | |||||||
| 1536 U ST NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| COMMUNITY CLINIC INC | |||||||
| 8630 FENTON ST STE 1204 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $75,000 | |
| COMMUNITY FORKLIFT | |||||||
| 4671 TANGLEWOOD DRIVE | EDMONSTON | MD | 20781 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| COMMUNITY OF HOPE INC | |||||||
| 4 ATLANTIC STREET SW STE 210 | WASHINGTON | DC | 20032 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 | |
| DC ACTION FOR CHILDREN | |||||||
| 1400 16TH ST NW STE 740 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| DC APPLESEED CENTER FOR LAW AND JUSTICE | |||||||
| 1111 FOURTEENTH STREET NW STE 510 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| DC CAMPAIGN TO PREVENT TEEN PREGNANCY | |||||||
| 1807 BELMONT ROAD NW STE 207 | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| DC CENTRAL KITCHEN INC | |||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100,000 | |
| DC FISCAL POLICY INSTITUTE | |||||||
| 1275 FIRST STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100,000 | |
| DC VOTE | |||||||
| 1111 14TH STREET NW STE 1000 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100,000 | |
| DOWNTOWN CLUSTER OF CONGREGATIONS INC | |||||||
| 1313 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC | |||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $30,000 | |
| EMGAGE FOUNDATION INC | |||||||
| 3425 US HYW 98 N | LAKELAND | FL | 33809 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| ENVIRONMENTAL LAW INSTITUTE | |||||||
| 1730 M STREET NW STE 700 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| FAIR ELECTIONS CENTER | |||||||
| 1825 K STREET NW STE 450 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| FOOD RESEARCH & ACTION CENTER | |||||||
| 1200 18TH ST NW 400 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| GEORGIA ALLIANCE EDUCATION FUND INC | |||||||
| 1507 GLENWOOD AVE SE | ATLANTA | GA | 30316 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $150,000 | |
| GIVAT HAVIVA EDUCATIONAL FOUNDATION | |||||||
| 500 7TH AVE 8TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| HAND IN HAND AMERICAN FRIENDS OF THE CENTERS FOR JEWISH-ARAB | |||||||
| EDUCATION IN ISRAEL PO BOX 80102 | PORTLAND | OR | 97280 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,500,000 | |
| HENRY STREET SETTLEMENT | |||||||
| 301 HENRY ST 1ST FLOOR | NEW YORK | NY | 10002 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| INSTITUTE FOR POLICY STUDIES | |||||||
| 1301 CONNECTICUT AVENUE NW STE 600 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $75,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD SUITE 300 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| JEWISH FEDERATION OF GREATER NAPLES | |||||||
| 2500 VANDERBILT BEACH ROAD STE 2201 | NAPLES | FL | 34109 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $7,500 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD STE 100 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $175,000 | |
| JEWISH FEDERATION OF SARASOTA-MANATEE | |||||||
| 580 MCINTOSH RD | SARASOTA | FL | 34232 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 W 30TH STREET 900 | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $60,000 | |
| JEWS UNITED FOR JUSTICE | |||||||
| PO BOX 41485 | WASHINGTON | DC | 20018 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $77,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 1825 K STREET NW STE 1100 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| MARINE CONSERVATION INSTITUTE | |||||||
| 4010 STONE WAY N STE 210 | SEATTLE | WA | 98103 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $15,000 | |
| MARY'S CENTER FOR MATERNAL AND CHILD CARE | |||||||
| 2333 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $75,000 | |
| MIRIAM'S KITCHEN | |||||||
| 2401 VIRGINIA AVENUE NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $75,000 | |
| MOSAIC THEATER COMPANY OF DC | |||||||
| 1333 H STREET NE STE 210 | WASHINGTON | DC | 20002 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| N STREET VILLAGE INC | |||||||
| 1333 N STREET NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100,000 | |
| NATIONAL COALITION ON BLACK CIVIC PARTICIPATION | |||||||
| 1666 K ST NW 4TH FLOOR STE 440 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| NATIONAL CONFERENCE ON CITIZENSHIP | |||||||
| 1920 L ST NW STE 450 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| NATIONAL DOMESTIC WORKERS ALLIANCE | |||||||
| 45 BROADWAY | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| NEO PHILANTHROPY | |||||||
| 45 W 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| NEW ISRAEL FUND | |||||||
| 6 E 39TH ST | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $110,000 | |
| NEW VIRGINIA MAJORITY EDUCATION FUND | |||||||
| 3801 MOUNT VERNON AVE | ALEXANDRIA | VA | 22305 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| PEACE BY TOURISM | |||||||
| 200 PARK AVENUE SOUTH STE 511 | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 | |
| PEACE PLAYERS INTERNATIONAL | |||||||
| 1200 NEW HAMPSHIRE AVENUE NW STE | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | 875 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $12,500 | |
| PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC INC | |||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| PRO GEORGIA | |||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $150,000 | |
| PROTEUS FUND | |||||||
| 15 RESEARCH DRIVE STE B | AMHERST | MA | 01002 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| PUSHBLACK | |||||||
| 700 12TH ST NW STE 700 PMB 90791 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| ROCK THE VOTE | |||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $60,000 | |
| SIXTH & I SYNAGOGUE INC | |||||||
| 600 I STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| FEDERAL CITY COUNCIL | |||||||
| 1310 L ST NW STE 325 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| STUDENT ORGANIZING INC | |||||||
| 294 WASHINGTON ST STE 500 | BOSTON | MA | 02108 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $15,000 | |
| THE ABRAHAM FUND INITIATIVES | |||||||
| 9 E 45TH S | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| THRIVE DC | |||||||
| 1525 NEWTON STREET NW STE G-1 | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 | |
| UNITED WE DREAM NETWORK | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| UNITY HEALTH CARE INC | |||||||
| 1100 NEW JERSEY AVE SE STE 500 | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $75,000 | |
| TIDES CENTER | |||||||
| 1701 K STREET NW STE 1025 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| VOTO LATINO FOUNDATION | |||||||
| PO BOX 35608 | WASHINGTON | DC | 20033 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100,000 | |
| WASHINGTON INTERFAITH NETWORK | |||||||
| 1226 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $40,000 | |
| WASHINGTON LEGAL CLINIC FOR THE HOMELESS | |||||||
| 1200 U STREET NW 3RD FLOOR | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | |||||||
| 1100 NEW JERSEY AVE SE STE 710 | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,464,500 | 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 | $38,739 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,318,247 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $64,629 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,003,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,010,482 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $64,629 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,371,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,435,983 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $60,935 | Amt |
| Net Investment Income | $6,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,935 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC-CL A | $321,811 | $321,811 |
| APPLE INC | $1,592,280 | $1,592,280 |
| APPLIED MATERIALS INC | $345,200 | $345,200 |
| BROADCOM INC | $330,577 | $330,577 |
| CHINA MOBILE | $57,080 | $57,080 |
| CISCO SYSTEMS INC | $111,159 | $111,159 |
| EBAY INC | $100,500 | $100,500 |
| FREEPORT-MCMORAN COPPER & GOLD INC. | $130,100 | $130,100 |
| GLENCORE PLC | $47,775 | $47,775 |
| HOME DEPOT INC | $256,855 | $256,855 |
| ILLINOIS TOOL WORKS | $248,734 | $248,734 |
| INTL BUSINESS MACHINES CORP | $188,820 | $188,820 |
| ISHARES MSCI CHINA ETF | $2,052,670 | $2,052,670 |
| JOHNSON & JOHNSON | $264,241 | $264,241 |
| MARSH & MCLENNAN COS | $193,869 | $193,869 |
| MATTHEWS PACIFIC TIGER | $4,350,847 | $4,350,847 |
| MCDONALD'S CORP | $429,160 | $429,160 |
| MCDONALD'S CORP | $242,904 | $242,904 |
| MERCK & CO. INC. | $204,500 | $204,500 |
| MFS INTL VALUE RS | $5,953,503 | $5,953,503 |
| MICROSOFT CORP | $352,536 | $352,536 |
| MOSAIC CO/THE | $46,020 | $46,020 |
| NEXTERA ENERGY INC | $231,450 | $231,450 |
| NIKE INC -CL B | $302,180 | $302,180 |
| PEPSICO INC | $293,486 | $293,486 |
| PNC FINANCIAL SERVICES GROUP | $218,434 | $218,434 |
| ROCHE HOLDINGS LTD | $131,520 | $131,520 |
| SHERWIN-WILLIAMS CO/THE | $188,872 | $188,872 |
| T ROWE PRICE NEW ASIA | $3,056,580 | $3,056,580 |
| TEXAS INSTRUMENTS INC | $372,411 | $372,411 |
| UNION PACIFIC CORP | $254,028 | $254,028 |
| UNITEDHEALTH GROUP INC | $319,469 | $319,469 |
| VANGUARD FTSE EMERGING MKT | $1,923,773 | $1,923,773 |
| VANGUARD MID CAP ETF | $4,250,157 | $4,250,157 |
| WASATCH SMALL CAP GROWTH | $3,259,071 | $3,259,071 |
| YUM! BRANDS INC | $108,560 | $108,560 |
| VANGUARD S&P 500 ETF | $1,168,546 | $1,168,546 |
| JPM EMG MKT | $1,037,185 | $1,037,185 |
| ALLIANZGI CONVERTIBLE | $3,382,276 | $3,382,276 |
| BOEING | $107,300 | $107,300 |
| CROWDSTRIKE HOLDINGS | $105,910 | $105,910 |
| SKYWORKS SOLUTIONS | $152,880 | $152,880 |
| ALIBABA GOURP HOLDINGS | $116,365 | $116,365 |
| AIR PRODUCTS & CHEMICALS | $128,687 | $128,687 |
| BRISTOL-MYERS SQUIBB | $215,368 | $215,368 |
| COMCAST CORP-CLASS A | $255,554 | $255,554 |
| INTERCONTINENTAL EXCHANGE | $76,783 | $76,783 |
| LAM RESEARCH | $180,407 | $180,407 |
| MASTERCARD INC | $99,943 | $99,943 |
| VERIZON COMMUNICATIONS | $191,995 | $191,995 |
| 3M | $223,731 | $223,731 |
| COLGATE-PALMOLIVE CO | $166,916 | $166,916 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,426,792 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,426,792 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AP EUROPE VII | AT COST | $7,683 | $7,683 |
| BW PRIVATE INVESTORS OFFSHORE, LTD. CLASS A - LEAD SERIES 01-17 | AT COST | $3,769,666 | $3,769,666 |
| CAP IV PRIVATE INVESTORS OFFSHORE, L.P. - CLASS A | AT COST | $1,674,484 | $1,674,484 |
| CAP V PRIVATE INVESTORS | AT COST | $502,094 | $502,094 |
| CARLYLE AISA PARTNERS II | AT COST | $9,856 | $9,856 |
| CEOF AIV CAYMAN | AT COST | $247,791 | $247,791 |
| CEOF-C | AT COST | $272,941 | $272,941 |
| CLAYTON, DUBILIER & RICE (CD&R) FUND 8, LP (OFFSHORE INVESTORS) | AT COST | $197,601 | $197,601 |
| COATUE OFFSHORE FUND, LTD. CLASS A SUB-CLASS D TRANCHE 4 04-06 | AT COST | $6,344,631 | $6,344,631 |
| COMMONFUND CAPITAL GLOBAL | AT COST | $1,238,132 | $1,238,132 |
| COMMONFUND CAPITAL SECONDARY 2015 | AT COST | $763,404 | $763,404 |
| COMMONFUND CAPITAL SECONDARY PARTNERS II | AT COST | $1,858,817 | $1,858,817 |
| D PARTNERS II | AT COST | $188,180 | $188,180 |
| EASTGATE PARTNERSHIP | AT COST | $192,063 | $192,063 |
| GIF IV PRIVATE INVESTORS OFFSHORE LP CLASS A | AT COST | $70,160 | $70,160 |
| JPM PRIME AGENCY, CAP FUND, AND INSTL | FMV | $3,060,605 | $3,060,605 |
| JPMOGAN CHASE AND CO | FMV | $508,280 | $508,280 |
| JPMORGAN MANAGED INCOME | FMV | $5,945,062 | $5,945,062 |
| JPMORGAN US L/C CORE | FMV | $5,541,212 | $5,541,212 |
| KKR 2006 PRIVATE INVESTORS OFFSHORE, L.P. (OFFSHORE) | FMV | $745,653 | $745,653 |
| KKR NORTH AMERICA XI PRIVATE INVESTORS OFFSHORE CLASS A | FMV | $1,681,192 | $1,681,192 |
| PEG CHINA PRIVATE INVESTORS OFFSHORE L.P. CLASS A | FMV | $347,702 | $347,702 |
| RS GLOBAL ENERGY AND POWER PRIVATE INVESTORS OFFSHORE VI, L.P. | FMV | $699,195 | $699,195 |
| V PARTNERS III | FMV | $1,479,306 | $1,479,306 |
| VIOLA CREDIT 5 | FMV | $16,000 | $16,000 |
| VIOLA PARTNERS FUND 4 2013 | FMV | $1,094,085 | $1,094,085 |
| VIOLA PARTNERS FUND 5 | FMV | $500,870 | $500,870 |
| WARBURG PINCUS XII PRIVATE INVESTORS OFFSHORE, L.P. | FMV | $2,399,726 | $2,399,726 |
| COMMONFUND GLOBAL PRIVATE EQUITY III | FMV | $96,570 | $96,570 |
| COMMONFUND CAPITAL SECONDARY PARTNERS III | FMV | $105,134 | $105,134 |
| COATUE GROWTH FUND IV PRIVATE | FMV | $1,298,380 | $1,298,380 |
| D PARTNERS II ANNEX FUND | FMV | $72,107 | $72,107 |
| JPMORGAN MM | FMV | $987,817 | $987,817 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $5,797 | $0 | $5,797 |
| SUPPLIES | $2,883 | $0 | $2,883 |
| CONSULTING | $47,055 | $0 | $47,055 |
| INSURANCE | $24,764 | $0 | $24,764 |
| UTILITIES | $4,179 | $0 | $4,179 |
| MEMBERSHIP DUES | $13,100 | $0 | $13,100 |
| POSTAGE | $829 | $0 | $829 |
| SUBSCRIPTIONS | $2,850 | $0 | $2,850 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $14,681 | $14,681 | $14,681 |
| OFFSHORE ACCOUNTS INCOME: JP MORGAN | $1,952,297 | $1,952,297 | $1,952,297 |
| PARTNERSHIP INCOME -UBI | $64,629 | $0 | $64,629 |
| SUBLEASE INCOME | $36,908 | $36,908 | $36,908 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE INVESTMENT REPORTING TO FMV | Desc |
| Amt | $14,273,566 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $442,532 | Amt |
| Net Investment Income | $442,532 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $57,027 | $0 | $0 |
| FOREIGN TAXES | $931 | $931 | $0 |
| STATE TAXES | $8,500 | $0 | $0 |
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