BENDER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BENDER FOUNDATION INC (EIN 52-6054193)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349100226
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:35:44-06:00 | 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 | 1445 RESEARCH BOULEVARD 300 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526054193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEND | BusinessNameControlTxt |
| Phone | 2028289000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 CONNECTICUT AVENUE NW NO | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE B SILVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2028289000 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | SILVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE BROOKS HORN | PreparerPersonNm |
| PTIN | P00105040 | PTIN |
| Phone | 3019796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 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 | $148,143,840 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $195,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $195,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,019,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,019,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,778,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,803,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,778,425 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,530,655 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,517,283 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,524,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,510,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $336,438 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $151,397 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,041 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,375 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $39,375 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $141,319 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $63,594 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $62,390 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $382,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $257,833 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $69,901 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,289 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $152,941 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $24,853 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $140,833 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,951 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,237,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $545,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $551,726 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,352,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $545,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,666,726 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$828,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,964,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $732,861 | CashBOYAmt |
| Cash EOY | $140,857 | CashEOYAmt |
| Cash EOYFMV | $140,857 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,262,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,926,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,926,552 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $42,254 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,839 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $42,254 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $42,254 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $33,760 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $33,760 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $38,763,905 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $41,348,422 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $38,763,905 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $38,763,905 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $12,745 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,745 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $45,451,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,904,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,904,455 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,990,577 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,804,110 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,804,110 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,169,242 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,359,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,359,867 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,310,211 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,155,335 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,155,335 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $143,273,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,143,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,143,840 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $110,366 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $262,665 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $110,366 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $262,665 | 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 | $143,163,567 | RetainedEarningBOYAmt |
| Retained Earning EOY | $147,881,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $143,163,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,881,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $143,273,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,143,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $143,163,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$828,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,546,266 | OtherIncreasesAmt |
| Subtotal | $147,881,175 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,881,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PARTNERSHIP INVESTMENTS | P | $38,879 | -$38,879 | -$38,879 | |||
| VONTIER CORP | $3 | $10 | $10 | 2006-06-26 | 2020-10-09 | $13 | |
| MERRILL LYNCH # 02038 ST | $462,301 | -$5,729 | -$5,729 | 2019-02-15 | 2020-12-31 | $456,572 | |
| MERRILL LYNCH # 02038 LT | $1,216,839 | -$1,780 | -$1,780 | 2017-09-26 | 2020-12-31 | $1,215,059 | |
| TEMPUR SEALY INTL | $40,121 | -$1,587 | -$1,587 | 2017-10-19 | 2020-11-09 | $38,534 | |
| MERRILL LYNCH # 02044 ST | $917,815 | $46,590 | $46,590 | 2020-01-06 | 2020-12-31 | $964,405 | |
| MERRILL LYNCH # 02044 LT | $133,206 | $2,580 | $2,580 | 2016-11-22 | 2020-12-31 | $135,786 | |
| MERRILL LYNCH # 02041 ST | $109,999 | -$13,129 | -$13,129 | 2019-05-19 | 2020-12-31 | $96,870 | |
| MERRILL LYNCH # 02041 LT | $106,183 | $14,758 | $14,758 | 2019-05-08 | 2020-12-31 | $120,941 | |
| IBERDROLA SA BILBOA-CASH IN LIEU | $11 | $11 | 2020-02-11 | 2020-09-24 | $11 | ||
| CAPITAL GAINS DIVIDENDS | P | $1,775,580 | $1,775,580 | $1,775,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,778,425 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82,912 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,912 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $211,534 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $311,534 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $228,622 | OverpaymentAmt |
| Applied To ES Tax | $228,622 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE BENDER SILVERPRESIDENT | IndividualWithBooksNm |
| Phone | 2028289000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORPORATE ADDRESS | AddressLine1Txt |
| City | CONNECTICUT AVE N | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID S BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VP/TREASURER/SECRETARY | 10.00 | $12,000 | $0 | $0 |
| BARBARA A BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $12,000 | $49,103 | $0 |
| JASON BELINKIE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $117,227 | $0 | $0 |
| JENA RILEY | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,800 | $0 | $0 |
| JULIE BENDER SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | PRESIDENT | 40.00 | $188,311 | $44,681 | $0 |
| DAVID SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,300 | $0 | $0 |
| NIKKI BENDER COLE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $1,800 | $0 | $0 |
| NANETTE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAKE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTENTIONAL PHILANTHROPY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $66,902 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,336,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,031,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,345,912 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,713,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,713,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,185,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,527,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,176,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,176,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82,912 | TotalTaxAmt |
| Distributable Before Adj | $7,093,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,093,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,093,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,666,726 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,666,726 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,666,726 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,093,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $472,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $224,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $434,978 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,120 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,182,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,666,726 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,666,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $426,757 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $426,757 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $755,357 | 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 | $45,595 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $709,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $224,015 | ExcessFromYear4Amt |
| Excess From Year3 | $434,978 | ExcessFromYear3Amt |
| Excess From Year2 | $12,120 | ExcessFromYear2Amt |
| Excess From Year1 | $38,649 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AJC | ||||||
| 757 SE 17TH ST 969 | FORT LAUDERDALE | FL | 33316 | PUBLIC CHARITY | DONATION ONLY | $10,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC CHARITY | HEART BALL | $150,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | DC | 75231 | PUBLIC CHARITY | 2020 HEART WALK | $64,200 |
| AMERICAN UNIVERSITY | ||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | CENTER FOR ATHLETIC PERFORMANCE | $300,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PUBLIC CHARITY | CONCERT AGAINST HATE | $25,000 |
| ASHLEY ADDICTION TREATMENT | ||||||
| 800 TYDINGS LANE | HAVRE DE GRACE | MD | 21078 | PUBLIC CHARITY | NEW ROOF & OUT OF DATE KITCHEN | $250,000 |
| ATHLETES FOR HOPE | ||||||
| 7900 TYSONS ONE PLACE SUITE 470 | TYSONS CORNER | CO | 22102 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| ATHLETES FOR HOPE | ||||||
| 7900 TYSONS ONE PLACE SUITE 470 | TYSONS CORNER | CO | 22102 | PUBLIC CHARITY | AFH SUBLEASE GRANT | $14,000 |
| ATHLETES FOR HOPE | ||||||
| 7900 TYSONS ONE PLACE SUITE 470 | TYSONS CORNER | CO | 22102 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| ATHLETES UNITED FOR SOCIAL JUSTICE | ||||||
| 740 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GRASSROOTS GALA | $10,000 |
| ATHLETES UNITED FOR SOCIAL JUSTICE | ||||||
| 740 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| AUTISM SPEAKS | ||||||
| 1990 K ST NW 18 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | WALK PALM BEACH | $5,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GRANDPARENTING CENTER PAYMENT | $100,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | COVID-19 SUPPORT | $100,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | IMAGINE 2020 GALA | $20,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | SPORTS HALL OF FAME 2020 | $1,800 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | EXECU.SALARY SUPPORT | $250,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | EXECU.SALARY SUPPORT | $50,000 |
| BETH EL PRESCHOOL | ||||||
| 8215 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | THE BIG EVENT | $10,000 |
| BETHESDA CHEVY-CHASE RESCUE SQUAD | ||||||
| 5020 BATTERY LN | BETHESDA | DC | 20814 | PUBLIC CHARITY | STATE OF THE ART RESCUE SQUAD PAYM. | $100,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 4000 BLACKBURN LN 260 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | BRANCHING OUT GALA | $10,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 4000 BLACKBURN LN 260 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $30,000 |
| CENTER FOR INFANT & CHILD LOSS | ||||||
| 737 W LOMBARD ST | BALTIMORE | MD | 21201 | PUBLIC CHARITY | 20TH ANNUAL WALK/RUN FOR SIDS | $5,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | DC | 20852 | PUBLIC CHARITY | ATHLETIC DEPT SUPPORT | $80,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | NY | 20852 | PUBLIC CHARITY | 50TH ANNIV. BLDG. OUR FUTURE ENDOWMENT | $60,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | HEARTSONGS LUNCHEON | $20,000 |
| CHILDREN'S NATIONAL MEDICAL CENTER | ||||||
| 1 INVENTA PLACE 6TH FLOOR | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | COVID-19 EMERGENCY ACTION FUND | $100,000 |
| CITY DANCE ESSEMBLE INC | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | NY | 20852 | PUBLIC CHARITY | DREAM SCHOOL FOR DANCE | $100,000 |
| COLLEGE TRACKS | ||||||
| 112 LINDEN ST | OAKLAND | CA | 95607 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| COLLEGIATE DIRECTIONS INC | ||||||
| 4827 RUGBY AVE 001 | BETHESDA | MD | 20814 | PUBLIC CHARITY | CDI SCHOLARS PROGRAM | $30,000 |
| COLON CANCER ALLIANCE | ||||||
| 1025 VERMONT AVE NW SUITW1066 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GALA DONATION | $10,000 |
| COMMUNITY FOUNDATION MONTGOMERY | ||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | COVID-19 SUPPORT | $15,000 |
| DC GENERAL KITCHEN | ||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | COVID-19 SUPPORT | $10,000 | |
| DC SCORES | ||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| EVERYMIND | ||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | GENERAL OPERATING SUPPORT | $50,000 | |
| FAMILY SERVICES INC | ||||||
| 29 N HAMILTON ST | POUGHKEEPSIE | NY | 12601 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| FUTURE LINK | ||||||
| 15 W GUDE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| GIRLS ON THE RUN OF MONTGOMERY COUNTY | ||||||
| 11821 PARKLAWN DR 125 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | FINANCIAL AID AND SHOES | $25,000 |
| HEBREW HOME OF GREATER WASHINGTON | ||||||
| 6121 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | STARLIGHT GALA | $6,000 |
| HIGHER ACHIEVEMENT | ||||||
| 1750 COLUMBIA ROAD NW | WASHINGTON | CO | 20009 | PUBLIC CHARITY | 2020 GOING PLACES GALA | $15,000 |
| HOMELESS CHILDREN'S PLAYTIME PROJECT | ||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 |
| HOPE AND A HOME | ||||||
| 1236 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | HIGHER EDUCATION FOR ALL PROGRAMS | $50,000 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE201 | WASHINGTON | DC | 20007 | PUBLIC CHARITY | MORE THAN MEDICINE PAYMENT | $75,000 |
| I SUPPORT THE GIRLS | ||||||
| PO BOX 2736 | WHEATON | MD | 20915 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| IDENTITY INC | ||||||
| 414 E DIAMOND AVE | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 |
| IMAGINATION STAGE | ||||||
| 4908 AUBURN AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | LEARNING THROUGH THEATRE | $60,000 |
| JEWISH COUNCIL FOR THE AGING | ||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||
| 6101 EXECUTIVE BLVD 100 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | COVID-19 SUPPORT | $50,000 |
| JEWISH FOUNDATION FOR GROUP | ||||||
| 1500 E JEFFERSON ST | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| JEWISH FOUNDATION FOR GROUP | ||||||
| 1500 E JEFFERSON ST | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| JEWISH FOUNDATION FOR GROUP | ||||||
| 1500 E JEFFERSON ST | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | SPRING EVENT DONATION | $10,000 |
| JEWISH SOCIAL SERVICE AGENCY | ||||||
| 6123 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | COVID-19 SUPPORT | $50,000 |
| JEWISH SOCIAL SERVICE AGENCY | ||||||
| 6123 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | CHILD MENTAL HEALTH | $50,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH NW SUITE801 | WASHINGTON | VA | 20036 | PUBLIC CHARITY | YOUNG WOMEN'S LEADERSHIP NETWORK | $300,000 |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON | ||||||
| 919 18TH ST NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | DONATION THE WASHINGTON BUSINESS | $10,000 |
| JUVENILE DIABETES FOUNDATION | ||||||
| 6100 ROCKSIDE WOODS BLVD 445 | INDEPENDENCE | OH | 44131 | PUBLIC CHARITY | HOPE GALA | $5,000 |
| KENNEDY CENTER | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | FOR THE PERFORMING ARTS EDUCATION PROGRAM | $10,000 |
| KOA SPORTS LEAGUE INC | ||||||
| 4960 BOILING BROOK PKWY | NORTH BETHESDA | DC | 20832 | PUBLIC CHARITY | KOA PREPATORY | $25,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | 2020 BALL DONATION ONLY | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | LIGHT THE NIGHT VIRTUAL WALK DONATION | $6,500 |
| LEVELING THE PLAYING FIELD | ||||||
| 9170 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| MANNA FOOD CENTER | ||||||
| 12301 OLD COLUMBIA PIKE SUITE 200 | SILVER SPRING | MD | 20904 | PUBLIC CHARITY | COVID-19 SUPPORT | $10,000 |
| MARATHON KIDS | ||||||
| PO BOX 41317 | AUSTIN TX | TX | 78704 | PUBLIC CHARITY | DIGITAL LAP TRACKING PLATFORM | $25,000 |
| MARTHA'S TABLE INC | ||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | PUBLIC CHARITY | COVID-19 SUPPORT | $10,000 |
| MARY CENTER | ||||||
| 344 UNIVERSITY BLVD W | SILVER SPRING | MD | 20901 | PUBLIC CHARITY | EMERGENCY MEDICAL CARE & SUPPORT | $100,000 |
| MEDSTAR WASHINGTON HOSPITAL CENTER | ||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL | $250,000 |
| PEACE OF MIND | ||||||
| 5540 NEVADA AVE NW | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| POTOMAC COMMUNITY RESOURCES | ||||||
| 9200 KENTSDALE DRIVE | ROCKVILLE | MD | 20854 | PUBLIC CHARITY | FITNESS / HEALTH & WELLNESS PROGRAM | $30,000 |
| REACH EDUCATION INC | ||||||
| 10105 REPRISE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $125,000 |
| SO OTHERS MIGHT EAT | ||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | COVID-19 SUPPORT | $10,000 |
| SO WHAT ELSE | ||||||
| ONE PRESERVE PARKWAY SUITE 150 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $80,000 |
| SPIRIT CLUB FOUNDATION | ||||||
| B 10417 METROPOLITAN AVE | KENSINGTON | MD | 20895 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | CONCERT & SDB HMB ENDOWMENT | $300,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | COVID-19 SUPPORT | $100,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | CLINICAL LADDER SUPPORT | $100,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER EMERGENCY DEPT | $250,000 |
| SUNFLOWER BAKERY | ||||||
| ADDRESS6101 EXECUTIVE BLVD 115 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| TEENS RUN DC | ||||||
| REAR ALLEY 218 9TH ST SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| THE FOXIE G FOUNDATION | ||||||
| 14024 NEW WINDSOR RD 7838 | UNION BRIDGE | MD | 21791 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| THE LITERACY LAB | ||||||
| 1400 16TH ST NW 410 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| THE NATIONAL THEATRE | ||||||
| 1321 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | ANNUAL MEMBERSHIP | $1,500 |
| THE UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | PUBLIC CHARITY | WASH DC STUDENT SUCCESS FUND | $50,000 |
| TORTURE ABOLITION AND SURVIVORS SUPP | ||||||
| 4121 HAREWOOD ROAD NE SUITE B | WASHINGTON | VA | 20017 | PUBLIC CHARITY | BASIC HUMANITARIAN NEEDS | $50,000 |
| UNITED STATES HOLOCAUST MEMORIAL | ||||||
| 4603 CALVERT RD | COLLEGE PARK | DC | 20740 | PUBLIC CHARITY | 2020 NATIONAL TRIBUTE DINNER | $25,000 |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | PUBLIC CHARITY | JEWISH STUDIES | $100,000 |
| UNIVERSITY OF MARYLAND FOUNDATION | ||||||
| 4603 CALVERT RD | COLLEGE PARK | DC | 20740 | PUBLIC CHARITY | TOP TERP IN MEMORY OF HOWARD M. BENDER | $11,000 |
| VANGUARD CHARITABLE FUND | ||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250,000 |
| WOLF TRAP FOUNDATION | ||||||
| 1645 TRAP ROAD | VIENNA | DC | 22182 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| WINDWARD FUND | ||||||
| 1828 L STREET NW SUITE 300-C | WASHINGTON | DC | 20036 | PUBLIC CHARITY | MID-ATLANTIC EMERGENCY FOOD | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,115,000 | 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 | $195,199 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,019,848 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,469,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,778,425 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| SUBLEASE INCOME | $48,000 |
| DEFERRED TAX ASSET | $13,371 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,462,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $61,371 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,524,127 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | SUBLEASE OF RENTAL OFFICE |
| 11B | DEFERRED FEDERAL TAXES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDER WEST FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 S YOSEMITE ST STE F2 503 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-11-29 | GrantDt |
| Grant | $17,300,000 | GrantAmt |
| Purpose Of Grant | CAPITAL ENDOWMENT GRANT WAS MADE TO BENDER WEST FOUNDATION, A PRIVATE FOUNDATION. | PurposeOfGrantTxt |
| Expended By Grantee | $823,100 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NA | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | VARIOUS DATES THROUGH OUT 2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-12-31 | VerificationDt |
| Results Of Verification | VERIFICATION WAS COMPLETED AND $823,100 WERE MADE TO VARIOUS EXEMPT ORGANIZATIONS. | ResultsOfVerificationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY OF THE FEDERAL FORM 990PF. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARBOR BOND FUND | $6,436,438 | $6,436,438 |
| MERRILL LYNCH-DOLAN | $3,517,630 | $3,517,630 |
| VANGUARD HIGH YIELD CORP | $5,528,194 | $5,528,194 |
| VANGUARD REIT INDEX | $2,984,085 | $2,984,085 |
| VANGUARD SHORT-TERM INVESTMENT | $1,337,763 | $1,337,763 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST EAGLE FUNDS | $4,195,952 | $4,195,952 |
| MERRILL LYNCH-PRITSIOS | $1,375,767 | $1,375,767 |
| TWEEDY BROWNE GLOBAL VALUE | $3,563,922 | $3,563,922 |
| TWEEDY BROWNE HY DIV | $1,634,636 | $1,634,636 |
| VANGUARD DIVIDEND GROWTH | $3,632,610 | $3,632,610 |
| VANGUARD EMERGING MKTS | $4,121,852 | $4,121,852 |
| VANGUARD EQUITY INCOME FUND | $3,351,803 | $3,351,803 |
| VANGUARD EUROPEAN STOCK | $2,471,924 | $2,471,924 |
| VANGUARD INTER TERM INV | $5,767,956 | $5,767,956 |
| VANGUARD TOTAL STK | $9,128,539 | $9,128,539 |
| VANGUARD DEV MKTS INDEX | $3,000,850 | $3,000,850 |
| FORTIVE | $614,524 | $614,524 |
| YACHTMAN FUND | $3,712,825 | $3,712,825 |
| VANGUARD - DANAHER CORP | $4,331,295 | $4,331,295 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALCENTRA | FMV | $190,391 | $190,391 |
| CAPITAL BANK CONVERTIBLE DEBT | FMV | $2,321,685 | $2,321,685 |
| ESCHATON OPPORTUNITY FUND-CAPITAL BANK | FMV | $2,362,116 | $2,362,116 |
| ISRAEL BONDS | FMV | $750,000 | $750,000 |
| MATTHEWS ASIA G&I | FMV | $2,677,424 | $2,677,424 |
| OAKMARK INT'L | FMV | $2,314,538 | $2,314,538 |
| PIMCO TOTAL RETURN FUND | FMV | $1,780,382 | $1,780,382 |
| HILLTOP PLAZA | FMV | $487,288 | $487,288 |
| CAMBER CREEK IV | FMV | $250,000 | $250,000 |
| JBGSMITH PROPERTIES | FMV | $113,633 | $113,633 |
| BLACKSTONE SOLUTIONS 2016 FUND | FMV | $609,805 | $609,805 |
| BAIN CAPITAL | FMV | $548,070 | $548,070 |
| HILLTOP OUTPARCEL LLC | FMV | $12,712 | $12,712 |
| SCHWAB FUND US LARGE | FMV | $9,306,877 | $9,306,877 |
| SEQUOIA FUND | FMV | $6,580,699 | $6,580,699 |
| URBAN EDGE PROPERTIES | FMV | $46,567 | $46,567 |
| VORNADO REALTY LP | FMV | $265,353 | $265,353 |
| BLACKSTONE ALT SOL IV | FMV | $451,998 | $451,998 |
| CARLYLE BUYOUT II | FMV | $114,483 | $114,483 |
| BLUESTONE INVESTMENT PARTNERS II | FMV | $375,000 | $375,000 |
| BLACKSTONE GSO | FMV | $445,915 | $445,915 |
| BLACKSTONE STRATEGIC | FMV | $98,875 | $98,875 |
| OWL ROCK | FMV | $961,109 | $961,109 |
| CHAMBER CREEK FUND III | FMV | $50,000 | $50,000 |
| CAPITAL GROUP INTERNATIONAL | FMV | $1,119,149 | $1,119,149 |
| BCP VIII ACCESS FUND | FMV | $10,000 | $10,000 |
| VONTIER | FMV | $115,798 | $115,798 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE RECEIVABLE | $875,634 | $913,967 | $913,967 |
| PREPAID INCOME TAXES | $65,252 | $228,623 | $228,623 |
| DUE FROM SSB 2002 TRUST | $356,580 | $0 | $0 |
| SECURITY DEPOSIT | $12,745 | $12,745 | $12,745 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSPORTATION | $16,600 | $0 | $16,600 |
| OFFICE EXPENSE | $21,715 | $0 | $21,715 |
| TELEPHONE | $7,191 | $0 | $7,191 |
| INSURANCE | $5,180 | $0 | $5,180 |
| REPAIRS AND MAINTENANCE | $82,265 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NOTE RECEIVABLE INTEREST | $2,465,419 | $2,465,419 | $2,465,419 |
| PARTNERSHIP INVESTMENTS K-1 | $3,793 | $3,804 | $3,793 |
| MISCELLANEOUS INCOME | $72 | $60 | $72 |
| SUBLEASE INCOME | $48,000 | $48,000 | $48,000 |
| DEFERRED TAX ASSET | $13,371 | $13,371 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $5,546,266 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES K-1 | $189,947 | $189,947 | $0 |
| CONSULTING FEES | $124,600 | $0 | $69,901 |
| INVESTMENT BROKER FEES | $67,886 | $67,886 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $35,547 | $35,547 | $0 |
| FEDERAL EXCISE TAXES | $664 | $0 | $0 |
| PARTNERSHIP INVESTMENT FOREIGN TAXES | $4,742 | $4,742 | $0 |