THE MORNINGSTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MORNINGSTAR PHILANTHROPIC FOUNDATION (EIN 52-1270464)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349100038
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2021-11-11T09:28:50-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521270464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORNINGSTAR PHILANTHROPIC FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A THE MORNINGSTAR FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORN | BusinessNameControlTxt |
| Phone | 2407521700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVENUE NO 810N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GELMAN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2407521700 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | GELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID GRALING CPA | PreparerPersonNm |
| PTIN | P00366995 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $454,118,517 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,688,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,688,070 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,635,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,623,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,635,570 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $489,443 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $458,235 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,813,083 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,781,875 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,355 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,355 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $264,946 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $264,946 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $60,300 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $60,300 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,039 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,039 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,257 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,257 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,303,634 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,199,470 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $104,164 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $147,142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $127,032 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $127,032 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $202 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $202 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,602,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,349,649 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,474 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,610,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,549,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $724,769 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,769,216 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,769,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,379,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,549,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,493,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,566,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,232,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,875,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,966,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,966,583 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $24,479,420 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $26,467,348 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $24,479,420 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $24,479,420 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $366,178,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $414,449,496 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $414,449,496 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $223,018 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $219,024 | LandBOYAmt |
| Land EOY | $223,018 | LandEOYAmt |
| Land EOYFMV | $223,018 | LandEOYFMVAmt |
| Other Assets BOY | $11,474 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $398,751,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $454,118,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $454,118,517 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $398,751,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $454,118,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $398,751,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $454,118,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $398,751,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $454,118,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $398,751,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,566,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,933,069 | OtherIncreasesAmt |
| Subtotal | $454,118,517 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $454,118,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $59,623,395 | GrossSalesPriceAmt |
| Cost Or Other Basis | $51,987,825 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,635,570 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,635,570 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,635,570 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $142,235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $142,235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $142,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $133,688 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $52,916 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $186,604 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $401 | EsPenaltyAmt |
| Overpayment | $43,968 | OverpaymentAmt |
| Applied To ES Tax | $43,968 | 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 | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2407521700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVENUE NO 810N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN R GELMAN | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | DIRECTOR/PRESIDENT | 5.00 | $0 | $0 | $0 |
| MICHAEL C GELMAN | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | DIRECTOR/V.P./TREAS./SEC. | 20.00 | $0 | $40,355 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ADINA BARKINSKIY | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | DIRECTOR OF PROGRAMS | 30.00 | $109,551 | $26,451 | $0 |
| LISA JACOBSON | ||||||||
| 4550 MONTGOMERY AVENUE 810N | BETHESDA | MD | 20814 | SR. PROGRAM OFFICER | 40.00 | $92,667 | $10,202 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRESTVIEW MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE 810N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $3,199,470 | 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 | $330,726,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,892,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $377,619,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $377,619,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,664,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $371,954,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,597,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,597,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142,235 | TotalTaxAmt |
| Distributable Before Adj | $18,455,502 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,014,546 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,470,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,470,048 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,493,985 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,493,985 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,493,985 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,470,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,923,083 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,923,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,493,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,493,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,923,083 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,923,083 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,052,980 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN R GELMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (194 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2239 (PASSTHROUGH WASHINGTON HEBREW CONGREGATION) | ||||||||||||
| 3935 MACOMB ST NW | WASHINGTON | DC | 200163741 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| 2239 (PASSTHROUGH WASHINGTON HEBREW CONGREGATION) | ||||||||||||
| 3935 MACOMB ST NW | WASHINGTON | DC | 200163741 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| 70 FACES MEDIA | ||||||||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| A WIDER BRIDGE | ||||||||||||
| 1441 BROADWAY SUITE 6149 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| A WIDER BRIDGE | ||||||||||||
| 1441 BROADWAY SUITE 6149 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| ACLU FOUNDATION | ||||||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $375,000 | |||||
| ACLU OF THE DISTRICT OF COLUMBIA | ||||||||||||
| 915 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| ADAS ISRAEL CONGREGATION | ||||||||||||
| 2850 QUEBEC STREET NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| ADAS ISRAEL CONGREGATION | ||||||||||||
| 2850 QUEBEC STREET NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL CHARITABLE PURPOSES | $165,500 | |||||
| ALLIANCE FOR MIDDLE EAST PEACE | ||||||||||||
| 1725 I ST NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| 45 WEST 36TH STREET 10TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| AMERICAN UNIVERSITY HILLEL | ||||||||||||
| KAY SPIRITUAL LIFE CENTER 4400 | WASHINGTON | DC | 200168010 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | MASSACHUSETTS AVE NW | ||||
| AMERICANS FOR PEACE NOW | ||||||||||||
| 1320 19TH STREET NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,800 | |||||
| ANACOSTIA WATERSHED SOCIETY | ||||||||||||
| THE GEORGE WASHINGTON HOUSE 4302 | BLADENSBURG | MD | 207101031 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | BALTIMORE AVENUE | ||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| AVALON THEATRE PROJECT | ||||||||||||
| 5612 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20015 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| AVODAH | ||||||||||||
| C/O MEREDITH APPELL 125 MAIDEN LANE | NEW YORK | NY | 100385041 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,500 | 8B | ||||
| AVODAH | ||||||||||||
| C/O MEREDITH APPELL 125 MAIDEN LANE | NEW YORK | NY | 100385041 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,500 | 8B | ||||
| BAFRAYUNG FOUNDATION | ||||||||||||
| C/O KINNERET GROUP 126 E 56TH ST | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $935,000 | 26TH FL | ||||
| BAFRAYUNG FOUNDATION | ||||||||||||
| C/O KINNERET GROUP 126 E 56TH ST | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $65,000 | 26TH FL | ||||
| BEND THE ARC | ||||||||||||
| 330 SEVENTH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| BENDER JCC OF GREATER WASHINGTON | ||||||||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 208524857 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| 711 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $225,000 | |||||
| BRANDEIS UNIVERSITY | ||||||||||||
| 415 SOUTH STREET MS 100 | WALTHAM | MA | 02453 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| BREAD FOR THE CITY | ||||||||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 200013201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| BREAD FOR THE CITY | ||||||||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 200013201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| BREAD FOR THE CITY | ||||||||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 200013201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| BROADWAY CARESEQUITY FIGHTS AIDS | ||||||||||||
| 165 W 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| C&O CANAL TRUST | ||||||||||||
| 1850 DUAL HIGHWAY SUITE 100 | HAGERSTOWN | MD | 21740 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,200 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |||||
| CAPITAL CAMPS | ||||||||||||
| 11300 ROCKVILLE PIKE SUITE 407 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| CAPITAL JEWISH MUSEUM | ||||||||||||
| 1319 F STREET NW SUITE 810 | WASHINGTON | DC | 200041106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| CAPITAL JEWISH MUSEUM | ||||||||||||
| 1319 F STREET NW SUITE 810 | WASHINGTON | DC | 200041106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| CASA | ||||||||||||
| 8151 15TH AVE | HYATTSVILLE | MD | 20783 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| CHESAPEAKE BAY FOUNDATION | ||||||||||||
| PHILIP MERRILL ENVIRONMENTAL CENTER | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | 6 HERNDON AVENUE | ||||
| CHESAPEAKE BAY FOUNDATION | ||||||||||||
| PHILIP MERRILL ENVIRONMENTAL CENTER | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | 6 HERNDON AVENUE | ||||
| CHILDREN'S NATIONAL HOSPITAL | ||||||||||||
| 801 ROEDER RD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| CLIMA FUND (PASSTHROUGH THOUSAND CURRENTS) | ||||||||||||
| 1330 BROADWAY ST SUITE 301 | OAKLAND | CA | 94612 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| COMMANDERS FOR ISRAEL'S SECURITY (PASSTHROUGH PEF #58-0601144) | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | HASHAHAR TOWER 4 ARIEL SHARON ST | 25TH FLOOR | GIVATAYIM | IS | |||||
| COMMANDERS FOR ISRAEL'S SECURITY (PASSTHROUGH PEF #58-0601144) | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | HASHAHAR TOWER 4 ARIEL SHARON ST | 25TH FLOOR | GIVATAYIM | IS | |||||
| DANA TAI SOON BURGESS DANCE COMPANY (PASSTHROUGH MOVING FORWARD) | ||||||||||||
| 2745 ARIZONA AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,500 | |||||
| DC ACTION (PREVIOUSLY DCAYA) | ||||||||||||
| 1400 16TH ST NW SUITE 740 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| DC CENTRAL KITCHEN | ||||||||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| DC CENTRAL KITCHEN | ||||||||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| DC CENTRAL KITCHEN | ||||||||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,250 | |||||
| DC DIAPER BANK | ||||||||||||
| 1532 A STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| DC EDUCATION EQUITY FUND (PASSTHROUGH GREATER WASHINGTON COMMUNITY FOUND) | ||||||||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| DC SCORES | ||||||||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| EDLAVITCH JCC OF WASHINGTON DC | ||||||||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| EDLAVITCH JCC OF WASHINGTON DC | ||||||||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| EDLAVITCH JCC OF WASHINGTON DC | ||||||||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| ENCOUNTER | ||||||||||||
| C/O WEWORK 8 W 126TH STREET FLOOR 3 | NEW YORK | NY | 10027 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| FAIR CHANCE | ||||||||||||
| 2001 S STREET NW SUITE 310 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| FAIR CHANCE | ||||||||||||
| 2001 S STREET NW SUITE 310 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| FAITH IN ACTION | ||||||||||||
| 999 N CAPITOL ST NE SUITE 200 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200,000 | |||||
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT | ||||||||||||
| PO BOX 86299 | TUCSON | AZ | 85754 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| FOOD AND FRIENDS | ||||||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| FOOD FOR OTHERS | ||||||||||||
| 2938 PROSPERITY AVENUE | FAIRFAX | VA | 22031 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| FOOD RESEARCH AND ACTION CENTER | ||||||||||||
| 1200 18TH ST NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| FOUNDATION FOR JEWISH CAMP | ||||||||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| FUND FOR A SAFER FUTURE (PASSTHROUGH NEW VENTURE FUND) | ||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| GATHERDC | ||||||||||||
| 1817 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $187,500 | |||||
| GATHERDC | ||||||||||||
| 1817 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $187,500 | |||||
| GATHERDC | ||||||||||||
| 1817 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $187,500 | |||||
| GENERATION HOPE | ||||||||||||
| 415 MICHIGAN AVE NE SUITE 250 | WASHINGTON | DC | 20017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| GEORGE MASON UNIVERSITY HILLEL | ||||||||||||
| JOHNSON CENTER RM 239H 4400 | FAIRFAX | VA | 22030 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | UNIVERSITY DRIVE MS 2C7 | ||||
| GEORGE WASHINGTON UNIVERSITY HILLEL | ||||||||||||
| 2300 H STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $166,666 | |||||
| GEORGE WASHINGTON UNIVERSITY HILLEL | ||||||||||||
| 2300 H STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| GEORGETOWN DAY SCHOOL | ||||||||||||
| 4530 MACARTHUR BLVD NW | WASHINGTON | DC | 200074297 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| GEORGETOWN DAY SCHOOL | ||||||||||||
| 4530 MACARTHUR BLVD NW | WASHINGTON | DC | 200074297 | NONE | PC | GENERAL CHARITABLE PURPOSES | $600,000 | |||||
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| GLAAD | ||||||||||||
| 5455 WILSHIRE BOULEVARD SUITE 1500 | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| GLSEN | ||||||||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||||||
| PO BOX 2178 | PETALUMA | CA | 949532178 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| GUILD HALL | ||||||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,000 | |||||
| HAYGROUND SCHOOL | ||||||||||||
| PO BOX 1827 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| HAZON | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| HEBREW HOME OF GREATER WASHINGTON | ||||||||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| HIGHER ACHIEVEMENT DC METRO | ||||||||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| HONEYMOON ISRAEL | ||||||||||||
| 1417 MAYSON ST NE | ATLANTA | GA | 30324 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| HORTON'S KIDS | ||||||||||||
| 400 VIRGINIA AVE SW SUITE C-130 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| INSPIRED CHILD (INNER CITY-INNER CHILD PASSTHROUGH DUMBARTON ARTS & EDU) | ||||||||||||
| 3133 DUMBARTON STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| INTER-AGENCY TASK FORCE ISRAELI ARAB ISSUES (PASSTH JOINT DISTRIB COMM) | ||||||||||||
| 220 E 42ND STREET 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||||||
| 1 BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| ISRAEL POLICY FORUM | ||||||||||||
| 355 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300,000 | |||||
| ISRAEL POLICY FORUM | ||||||||||||
| 355 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| JEWISH COALITION AGAINST DOMESTIC ABUSE | ||||||||||||
| PO BOX 2266 | ROCKVILLE | MD | 20847 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD SUITE 300 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD SUITE 300 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | ||||||||||||
| 116 EAST 27TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| JEWISH COUNCIL FOR THE AGING | ||||||||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $400,000 | |||||
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,800 | |||||
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,100,000 | |||||
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||||||
| 6101 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $375,000 | |||||
| JEWISH FOUNDATION FOR GROUP HOMES | ||||||||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| JEWISH SOCIAL JUSTICE ROUNDTABLE (PASSTHROUGH BEND THE ARC) | ||||||||||||
| 1100 H STREET NW SUITE 630 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| JEWISH SOCIAL SERVICE AGENCY | ||||||||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| JEWISH YOUTH FOR COMMUNITY ACTION (PASSTHROUGH KEHILLAH SYNAGOGUE & SCH) | ||||||||||||
| 1300 GRAND AVE | PIEDMONT | CA | 94610 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| JEWS UNITED FOR JUSTICE | ||||||||||||
| PO BOX 41485 | WASHINGTON | DC | 20018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| KEEP TAHOE BLUE | ||||||||||||
| 2608 LAKE TAHOE BOULEVARD | SOUTH LAKE TAHOE | CA | 96150 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| KESHET | ||||||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| KESHET | ||||||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| KICKSTART INTERNATIONAL | ||||||||||||
| 1385 MISSION STREET SUITE 300 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| KID POWER INC | ||||||||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| KIDS IN NEED OF DEFENSE | ||||||||||||
| 1201 L STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $125,000 | |||||
| LA CLINICA DEL PUEBLO | ||||||||||||
| 2831 15TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| LA CLINICA DEL PUEBLO | ||||||||||||
| 2831 15TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| LIFT-DC | ||||||||||||
| 999 N CAPITOL ST NE SUITE 310 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| LONGHOUSE RESERVE | ||||||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| MANNA FOOD CENTER | ||||||||||||
| 12301 OLD COLUMBIA PIKE SUITE 200 | SILVER SPRING | MD | 20906 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| MARYLAND HILLEL | ||||||||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 20740 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| MARY'S CENTER | ||||||||||||
| 2333 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| MARY'S CENTER | ||||||||||||
| 2333 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| MEALS FOR THE CITY (PASSTHROUGH DREAMING OUT LOUD) | ||||||||||||
| WEWORK 80 M STREET SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |||||
| MEALS FOR THE CITY (PASSTHROUGH DREAMING OUT LOUD) | ||||||||||||
| WEWORK 80 M STREET SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |||||
| MEALS FOR THE CITY (PASSTHROUGH DREAMING OUT LOUD) | ||||||||||||
| WEWORK 80 M STREET SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |||||
| MEALS FOR THE CITY (PASSTHROUGH DREAMING OUT LOUD) | ||||||||||||
| WEWORK 80 M STREET SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| MEDIA MATTERS FOR AMERICA | ||||||||||||
| 455 MASSACHUSETTS AVE NW SUITE 600 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| MERCHAVIM-INST FOR THE ADV OF SHARED CITIZENSHIP IN ISRAEL (PASSTH PEF) | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $13,000 | 4 HAMELACHA ST | LOD | IS | ||||||
| MERCHAVIM-INST FOR THE ADV OF SHARED CITIZENSHIP IN ISRAEL (PASSTH PEF) | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $13,000 | 4 HAMELACHA ST | LOD | IS | ||||||
| MIRIAM'S KITCHEN | ||||||||||||
| 2401 VIRGINIA AVENUE NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |||||
| MIRIAM'S KITCHEN | ||||||||||||
| 2401 VIRGINIA AVENUE NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $54,000 | |||||
| MMAC COMMUNITY SUPPORT FOUNDATION | ||||||||||||
| 756 NORTH MILWAUKEE STREET 400 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250,000 | |||||
| MOISHE HOUSE | ||||||||||||
| 5802 MONROE RD | CHARLOTTE | NC | 28212 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| MOMENT MAGAZINE (PASSTHROUGH CENTER FOR CREATIVE CHANGE) | ||||||||||||
| 4115 WISCONSIN AVENUE NW SUITE 10 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| MULTIFAITH ALLIANCE FOR SYRIAN REFUGEES (PASSTHROUGH TIDES) | ||||||||||||
| 6 EAST 43RD ST FLOOR 22 | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||||||
| 2055 L STREET NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |||||
| NATIONAL GALLERY OF ART | ||||||||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES | ||||||||||||
| 1875 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | 650 | ||||
| NATIONAL WOMEN'S LAW CENTER | ||||||||||||
| 11 DUPONT CIRCLE NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| ONETABLE | ||||||||||||
| 228 PARK AVE SOUTH SUITE 77191 | NEW YORK | NY | 10003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| OTOT (PASSTHROUGH PEF 58-0031722) | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | YEHIAM 15 | TEL AVIV | IS | ||||||
| OTOT (PASSTHROUGH PEF 58-0031722) | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | YEHIAM 15 | TEL AVIV | IS | ||||||
| PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON | ||||||||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA | ||||||||||||
| 8900 LITTLE RIVER TURNPIKE | FAIRFAX | VA | 22031 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| PRIORITIES USA | ||||||||||||
| 1150 18TH STREET NW SUITE 750 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000,000 | |||||
| PROGEORGIA STATE TABLE INC | ||||||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |||||
| REAL FOOD FOR KIDS | ||||||||||||
| 6166 HARDY DRIVE | MCLEAN | VA | 22101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| SAVE A CHILD'S HEART FOUNDATION | ||||||||||||
| PO BOX 59172 | POTOMAC | MD | 20854 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| SAVE A CHILD'S HEART FOUNDATION | ||||||||||||
| PO BOX 59172 | POTOMAC | MD | 20854 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $37,500 | |||||
| SHARE OUR STRENGTH | ||||||||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| SHARSHERET | ||||||||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| SILVER SPRING CARES | ||||||||||||
| 8719 COLESVILLE RD 3RD FLOOR | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| SITAR ARTS CENTER | ||||||||||||
| 1700 KALORAMA ROAD NW SUITE 101 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| SIXTH & I HISTORIC SYNAGOGUE | ||||||||||||
| 600 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 | |||||
| SLINGSHOT | ||||||||||||
| 25 BROADWAY 9TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $80,000 | |||||
| SO OTHERS MIGHT EAT | ||||||||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| SOCIAL VENTURE FUND FOR JEWISH-ARAB EQUALITY & SHARED SOCIETY (PASSTH JFN) | ||||||||||||
| 150 W 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| STERN GROVE FESTIVAL ASSOCIATION | ||||||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| STUDENT CONSERVATION ASSOCIATION | ||||||||||||
| 1310 N COURTHOUSE RD SUITE 110 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| STUDIO THEATRE | ||||||||||||
| 1501 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| SUPPLIES FOR SUCCESS | ||||||||||||
| PO BOX 229 | SAGAPONACK | NY | 11962 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| SWEETGREENS (PASSTHROUGH WORLD CENTRAL KITCHEN) | ||||||||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE BROOKINGS INSTITUTION | ||||||||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $99,000 | |||||
| THE DEN COLLECTIVE | ||||||||||||
| C/O BETH EL CONGREGATION 8215 OLD | BETHESDA | MD | 20814 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | GEORGETOWN ROAD | ||||
| THE KENNEDY CENTER | ||||||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL CHARITABLE PURPOSES | $6,000 | |||||
| THE KENNEDY CENTER | ||||||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |||||
| THE MARCH FORTH FOUNDATION | ||||||||||||
| C/O KINNERET GROUP 126 E 56TH ST | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $350,000 | 26TH FL | ||||
| THE PHILLIPS COLLECTION | ||||||||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 200091090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |||||
| THE PLATFORM OF HOPE (PASSTHROUGH JUBILEE HOUSING) | ||||||||||||
| 1640 COLUMBIA RD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |||||
| THE PORTLAND TRUST (PASSTHROUGH CAF AMERICA) | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | 54 PORTLAND PLACE | LONDON WB DY | UK | ||||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION | ||||||||||||
| C/O KINNERET GROUP 126 E 56TH ST | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $7,500 | 26TH FL | ||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION | ||||||||||||
| C/O KINNERET GROUP 126 E 56TH ST | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $3,600 | 26TH FL | ||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION | ||||||||||||
| C/O KINNERET GROUP 126 E 56TH ST | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $671,000 | 26TH FL | ||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION | ||||||||||||
| C/O KINNERET GROUP 126 E 56TH ST | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $17,900 | 26TH FL | ||||
| THE SARAH AND DANIEL RUEVEN FOUNDATION | ||||||||||||
| C/O KINNERET GROUP 126 E 56TH ST | NEW YORK | NY | 10022 | NONE | PF | GENERAL CHARITABLE PURPOSES | $300,000 | 26TH FL | ||||
| THE TREVOR PROJECT | ||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| UJA FEDERATION OF NEW YORK | ||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $84,000 | |||||
| VIOLENCE POLICY CENTER | ||||||||||||
| 1025 CONNECTICUT AVE NW SUITE 1210 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| WASHINGTON AIDS PARTNERSHIP (PASSTHROUGH WRAG) | ||||||||||||
| C/O WEWORK 1701 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | SUITE 03-108 | ||||
| WASHINGTON BALLET | ||||||||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| WHEN WE ALL VOTE | ||||||||||||
| 1156 15TH ST NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |||||
| WHEN WE ALL VOTE | ||||||||||||
| 1156 15TH ST NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300,000 | |||||
| WILDERNESS LEADERSHIP & LEARNING INC | ||||||||||||
| 1758 PARK ROAD NW | WASHINGTON | DC | 200102105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| WOMAN TO WOMAN JERUSALEM SHELTER FOR BATTERED WOMEN (PEF PASSTHOUGH) | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | POB 10403 | JERUSALEM | IS | ||||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| YOSEMITE CONSERVANCY | ||||||||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,769,216 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,688,070 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $459,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,635,570 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $30,405 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,813,083 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,813,083 | 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 | $36,257 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,257 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE BAFRAYUNG FUND | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | FLOOR | NEW YORK | NY | 10022 | 2020-11-30 | $935,000 | GENERAL CHARITABLE PURPOSES | $905,000 | NONE | 9/24/2021 | N/A |
| THE BAFRAYUNG FUND | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | FLOOR | NEW YORK | NY | 10022 | 2020-12-02 | $65,000 | GENERAL CHARITABLE PURPOSES | $65,000 | NONE | 9/24/2021 | N/A |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | FLOOR | NEW YORK | NY | 10022 | 2020-02-07 | $7,500 | GENERAL CHARITABLE PURPOSES | $7,500 | NONE | 9/24/2021 | N/A |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | FLOOR | NEW YORK | NY | 10022 | 2020-02-10 | $3,600 | GENERAL CHARITABLE PURPOSES | $3,600 | NONE | 9/24/2021 | N/A |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | FLOOR | NEW YORK | NY | 10022 | 2020-06-16 | $671,000 | GENERAL CHARITABLE PURPOSES | $671,000 | NONE | 9/24/2021 | N/A |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | FLOOR | NEW YORK | NY | 10022 | 2020-09-15 | $17,900 | GENERAL CHARITABLE PURPOSES | $17,900 | NONE | 9/24/2021 | N/A |
| THE SARAH AND DANIEL RUEVEN FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | FLOOR | NEW YORK | NY | 10022 | 2020-11-24 | $300,000 | GENERAL CHARITABLE PURPOSES | $300,000 | NONE | 9/24/2021 | N/A |
| THE MARCH FORTH FOUNDATION | |||||||||||
| C/O KINNERET 126 E 56TH STREET 26TH | FLOOR | NEW YORK | NY | 10022 | 2020-12-21 | $350,000 | GENERAL CHARITABLE PURPOSES | $350,000 | NONE | 9/24/2021 | N/A |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN VENTURE PARTNERS VI (OFFSHORE), L.P. | FMV | $1,619,212 | $1,619,212 |
| AEA INVESTORS FUND V, L.P. | FMV | $1,250,112 | $1,250,112 |
| CARLYLE PARTNERS VI, L.P. | FMV | $8,276,718 | $8,276,718 |
| GLILOT CAPITAL PARTNERS I, L.P. | FMV | $215,935 | $215,935 |
| KEDMA CAPITAL PARTNERS II, L.P. | FMV | $2,505,284 | $2,505,284 |
| KHOSLA VENTURES III, L.P. | FMV | $248,839 | $248,839 |
| LEGACY VENTURE V, LLC | FMV | $1,851,007 | $1,851,007 |
| NEW ENTERPRISE ASSOCIATES 14, L.P. | FMV | $7,078,841 | $7,078,841 |
| NEW HERITAGE CAPITAL FUND-B, L.P. | FMV | $4,590,816 | $4,590,816 |
| NEWBURY EQUITY PARTNERS II, L.P. | FMV | $736,301 | $736,301 |
| PATRON CAPITAL GP IV | FMV | $136,165 | $136,165 |
| PRIME FINANCE PARTNERS III | FMV | $24,465 | $24,465 |
| ROYALTY OPPORTUNITIES FEEDER S.A. | FMV | $1,260,628 | $1,260,628 |
| SOUTHERN CROSS LATIN AMERICA PRIVATE EQUITY IV, L.P. | FMV | $36,069 | $36,069 |
| THE VARDE FUND X (A) (FEEDER), L.P. | FMV | $445,209 | $445,209 |
| AKO PARTNERS L.P. | FMV | $3,748,992 | $3,748,992 |
| MINERVA NETWORKS, INC AD-56 | FMV | $2,312 | $2,312 |
| MINERVA NETWORKS, INC AV-56 | FMV | $6,878 | $6,878 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND II L.P. | FMV | $3,036,158 | $3,036,158 |
| CIP VI INSTITUTIONAL FEEDER, L.P. | FMV | $1,675,650 | $1,675,650 |
| LEERINK REVELATION HEALTHCARE FUND I, L.P. | FMV | $954,715 | $954,715 |
| NEW ENTERPRISE ASSOCIATES 15, L.P. | FMV | $4,712,117 | $4,712,117 |
| THE VRDE FUND XII (A), L.P. | FMV | $1,364,428 | $1,364,428 |
| MORNINGSTAR SATURN I LLC | FMV | $24,349,229 | $24,349,229 |
| MORNINGSTAR MERCURY LLC | FMV | $9,949,428 | $9,949,428 |
| MORNINGSTAR NEPTUNE LLC | FMV | $23,724,740 | $23,724,740 |
| MORNINGSTAR VENUS LLC | FMV | $310,649,248 | $310,649,248 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,039 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,039 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $11,474 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $32 | $32 | $0 |
| COMPUTER SUPPORT | $28,424 | $0 | $28,424 |
| INTERNET EXPENSES | $2,794 | $0 | $2,794 |
| DUES & SUBSCRIPTIONS | $4,138 | $0 | $4,138 |
| PRINTING & COPYING | $1,053 | $0 | $1,053 |
| POSTAGE, MAILING SERVICE | $146 | $0 | $146 |
| SUPPLIES | $1,576 | $0 | $1,576 |
| NEW OFFICE EXPENSE | $16,685 | $0 | $16,685 |
| LICENSES & PERMITS | $25 | $0 | $25 |
| INSURANCE | $4,713 | $0 | $4,713 |
| TELEPHONE, TELECOMMUNICATIONS | $3,920 | $0 | $3,920 |
| ASSET LOSS | $189,000 | $0 | $0 |
| K-1 FOREIGN TAXES PAID | $42,990 | $42,990 | $0 |
| K-1 INVESTMENT EXPENSES | $35,674 | $35,674 | $0 |
| K-1 INVESTMENT INTEREST EXPENSE | $46,317 | $46,317 | $0 |
| K-1 OTHER DEDUCTIONS | $1,224,636 | $1,224,636 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY BUSINESS INCOME | -$19,864 | -$19,864 | -$19,864 |
| K-1 RENTAL INCOME | $2 | $1 | $2 |
| K-1 GUARANTEED PAYMENTS | $3,417 | $3,417 | $3,417 |
| K-1 OTHER PORTFOLIO INCOME | $6,092 | $6,092 | $6,092 |
| K-1 OTHER INCOME | $148,624 | $147,823 | $148,624 |
| K-1 ROYALTIES | $9 | $8 | $9 |
| PFIC INCOME | $320,758 | $320,758 | $320,758 |
| MISCELLANEOUS REFUND | $30,405 | $30,405 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN | Desc |
| Amt | $60,933,069 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $3,199,470 | $3,199,470 | $0 |
| PAYROLL PROCESSING | $3,276 | $0 | $3,276 |
| OTHER CONTRACT SERVICES | $100,888 | $0 | $100,888 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $147,142 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments