BENDER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BENDER FOUNDATION INC (EIN 52-6054193)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349102257
- Schema version
- 2019v5.1
- 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
- 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 | 2020-11-16T10:20:23-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE BROOKS HORN | PreparerPersonNm |
| PTIN | P00105040 | PTIN |
| Phone | 3019796000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:20:18 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F00C35A511C5669FE13E079FA6B41EFA98612EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $143,273,733 | 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 | $103,182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103,182 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,768,219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,768,219 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $679,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,212,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $679,023 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,409,024 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,413,684 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,959,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,964,108 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $316,996 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $142,648 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $174,348 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,200 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $120,288 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $54,130 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $115,465 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,697 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,697 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,570 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $446,420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $290,348 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $156,072 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $212,007 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47,773 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,490 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,490 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,523 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,221,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $540,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $563,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,177,607 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,177,607 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,398,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $540,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,741,572 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,439,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,423,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $426,962 | CashBOYAmt |
| Cash EOY | $732,861 | CashEOYAmt |
| Cash EOYFMV | $732,861 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $915,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,262,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,262,573 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,839 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8,839 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,839 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $41,348,422 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $42,278,147 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $41,348,422 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $41,348,422 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $54,370,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,530,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,530,496 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,430,158 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,911,289 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,911,289 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,922,122 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,169,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,169,042 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,252,277 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,310,211 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,310,211 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $132,595,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,273,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,273,733 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,060 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $110,366 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $61,060 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,366 | 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 | $132,534,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $143,163,567 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,534,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,163,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,595,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,273,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,534,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,439,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,068,538 | OtherIncreasesAmt |
| Subtotal | $143,163,567 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $143,163,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PARTNERSHIP INVESTMENT K-1 | P | -$468,972 | -$468,972 | ||
| VANGUARD INVESTMENTS | P | -$28,667 | -$28,667 | $343,024 | $371,691 |
| VANGUARD INVESTMENTS | P | -$220,386 | -$220,386 | $2,538,082 | $2,758,468 |
| VANGUARD INVESTMENTS | P | $29,452 | $29,452 | $1,927,182 | $1,897,730 |
| MERRILL LYNCH- 8YV-02041 | P | -$3,389 | -$3,389 | $75,380 | $78,769 |
| BAIN CAPITAL SPECIALTY CASH IN LIEU | P | $13 | $13 | $13 | |
| MERRILL LYNCH- 8YV-02044 | P | $4,428 | $4,428 | $38,661 | $34,233 |
| MERRILL LYNCH- 8YV-02044 | P | $26,594 | $26,594 | $915,632 | $889,038 |
| ENERGY TRANSFER PARTNERS | P | -$5,264 | -$5,264 | $123,226 | $128,490 |
| CARLYLE GROUP LP | P | -$8,377 | -$8,377 | $114,906 | $123,283 |
| COMPASS DIVERSIFIED | P | $2,110 | $2,110 | $125,555 | $123,445 |
| MERRILL LYNCH- 8YV-02038 | P | $1,739 | $1,739 | $154,037 | $152,298 |
| MERRILL LYNCH- 8YV-02038 | P | $1,958 | $1,958 | $1,043,206 | $1,041,248 |
| MERRILL LYNCH- BLACKROCK | P | $39,807 | $39,807 | $1,706,578 | $1,666,771 |
| MERRILL LYNCH- BLACKROCK | P | $5,180 | $5,180 | $2,804,444 | $2,799,264 |
| CAPITAL GAINS DIVIDENDS | P | $1,302,797 | $1,302,797 | $1,302,797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $679,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,502,983 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $132,755,075 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048985 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,383,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,891,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,238,127 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $141,972,449 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050983 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,400,264 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,468,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057177 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,001,609 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $57,754,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051972 | DistributionYr5Rt |
| Total Distribution | 0.261150 | TotalDistributionRt |
| Average Distribution | 0.052230 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $135,835,946 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,094,711 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44,233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,138,944 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,741,572 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,466 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,466 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $211,534 | OverpaymentAmt |
| Applied To ES Tax | $211,534 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE BENDER SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | PRESIDENT | 40.00 | $174,192 | $43,437 | $0 |
| DAVID S BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VP/TREASURER/SECRETARY | 10.00 | $6,000 | $0 | $0 |
| BARBARA A BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $12,000 | $47,971 | $0 |
| NANETTE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $4,500 | $0 | $0 |
| DAVID SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,000 | $0 | $0 |
| JASON BELINKIE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $114,304 | $0 | $0 |
| JENA RILEY | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $4,000 | $0 | $0 |
| JAKE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| NIKKI BENDER COLE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE VERMILLION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 CONNECTICUT AVENUE NW 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $42,000 | CompensationAmt |
| Employee Benefits | $7,817 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTENTIONAL PHILANTHROPY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $152,647 | 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 | $91,671,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,168,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,063,923 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,904,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,904,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,068,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,835,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,791,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,791,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,466 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $408 | IncomeTaxAmt |
| Total Tax | $88,874 | TotalTaxAmt |
| Distributable Before Adj | $6,702,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,702,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,702,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,741,572 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,741,572 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,741,572 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,702,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $152,817 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $472,352 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $434,978 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,296,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,741,572 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,702,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,649 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,334,931 | 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 | $152,817 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,182,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $472,352 | ExcessFromYear4Amt |
| Excess From Year3 | $224,015 | ExcessFromYear3Amt |
| Excess From Year2 | $434,978 | ExcessFromYear2Amt |
| Excess From Year1 | $12,120 | ExcessFromYear1Amt |
| Excess From Current Year | $38,649 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 2UNSTOPPABLE | |||||||
| 7525 MARC DR | FALLS CHURCH | VA | 22042 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 W 57TH ST SUITE 904 | NEW YORK | NY | 10019 | PUBLIC CHARITY | GREAT LADIES LUNCHEON | $2,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC CHARITY | HEART BALL 2018 | $100,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | DC | 75231 | PUBLIC CHARITY | 9TH ANNUAL PAINT THE TOWN RED | $10,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | DC | 75231 | PUBLIC CHARITY | ANNUAL PAINT THE TOWN RED | $64,007 | |
| AJC | |||||||
| 757 SE 17TH ST 969 | FORT LAUDERDALE | FL | 33316 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| APPLE TREE INSTITUTE FOR EDUCATION | |||||||
| 1801 MISSISSIPPI AVE SE 3RD FLOOR | WASHINGTON | DC | 20020 | PUBLIC CHARITY | MENTAL HEALTH CONSULTATION DC | $75,000 | |
| ASPIRE CONSELING | |||||||
| 16220 FREDERICK RD 502 | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | HEALTHY MOTHERS HEALTHY BABIES | $100,000 | |
| ASSOCIATION FOR SAFE INTERN'L ROAD TRAVEL | |||||||
| 11769 GAINSBOROUGH ROAD | POTOMAC | MD | 20854 | PUBLIC CHARITY | DONATION ONLY | $5,000 | |
| 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 | GENERAL OPERATING SUPPORT | $14,000 | |
| ATHLETES UNITED FOR SOCIAL JUSTICE | |||||||
| 740 15TH ST NW 3RD FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $110,000 | |
| AUTISM SPEAKS | |||||||
| 1990 K ST NW 18 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | TEAM GARCHIK FAMILY | $5,000 | |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | |||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $500,000 | |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | |||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $500,000 | |
| BENDER JCC OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | BENDER-DOSIK PARENTING CENTER | $100,000 | |
| BENDER JCC OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER ECC | $1,800 | |
| BENDER JCC OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | RENOVATION OF BLDG. | $1,800 | |
| BENDER JCC OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | RENOVATION OF BLDG. | $5,000 | |
| BERMAN HEBREW ACADEMY | |||||||
| 13300 ARTIC AVE | ROCKVILLE | MD | 20853 | PUBLIC CHARITY | TRACK AND FIELD | $25,000 | |
| BETH EL PRESCHOOL | |||||||
| 8215 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | THE BIG EVENT | $5,000 | |
| BETHESDA CHEVY-CHASE RESCUE SQUAD | |||||||
| 5020 BATTERY LN | BETHESDA | DC | 20814 | PUBLIC CHARITY | NEW STATE OF THE ART AMBULANCE | $100,000 | |
| BIKE TO THE BEACH INC | |||||||
| 1990 K ST NW | WASHINGTON | MD | 20006 | PUBLIC CHARITY | BIKE TO THE BEACH DC EVENT | $5,000 | |
| 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 | |
| CHABAD OF OLNEY | |||||||
| 17320 GEORGIA AVE | OLNEY | MD | 20832 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| CHARLES E SMITH JEWISH DAY SCHOOL | |||||||
| 1901 E JEFFERSON ST | ROCKVILLE | DC | 20852 | PUBLIC CHARITY | ATHLETIC DEPT SUPPORT | $60,000 | |
| CHARLES E SMITH JEWISH DAY SCHOOL | |||||||
| 1901 E JEFFERSON ST | ROCKVILLE | NY | 20852 | PUBLIC CHARITY | BLDG FUTURE ENDOWMENT CAMPAIGN | $80,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | SOLAR SPONSOR EVENT | $25,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | CHILDREN'S BALL AS CHAMPION SPONSORS | $2,500 | |
| CITY DANCE ESSEMBLE INC | |||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | NY | 20852 | PUBLIC CHARITY | DREAMSCAPE ANNUAL GALA | $50,000 | |
| CITY DANCE ESSEMBLE INC | |||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | DREAM | $15,000 | |
| 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 | $25,000 | |
| COLON CANCER ALLIANCE | |||||||
| 1025 VERMONT AVE NW SUITW1066 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GOLD SPONSOR | $10,000 | |
| COLORADO STATE UNIVERSITY | |||||||
| COLORADO STATE UNIVERSITY | FORT COLLINS | CO | 80523 | PUBLIC CHARITY | TEMPLE GRANDIN EQUINE CENTER | $250,000 | |
| DC SCORES | |||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 | |
| EAGLEBANK FOUNDATION | |||||||
| 12505 PARK POTOMAC AVE | POTOMAC | MD | 20832 | PUBLIC CHARITY | DONATION ONLY | $4,000 | |
| ERIC MONDAY FOUNDATION | |||||||
| PO 2342 BOX | VIENNA | DC | 22183 | PUBLIC CHARITY | DONATION MELEE TIL MIDNIGHT | $1,500 | |
| FIGHT FOR CHILDREN INC | |||||||
| 1029 VERMONT AVE NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | AS A MIDDLE WEIGHT 11/14/19 EVENT | $35,000 | |
| FOOD AND FRIENDS | |||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | PUBLIC CHARITY | CHEFS BEST | $5,000 | |
| FRIENDS OF ISREAL DEFENCE | |||||||
| PO BOX 4224 NY | NEW YORK | NY | 10163 | PUBLIC CHARITY | DONATION ONLY | $500 | |
| FRIENDSHIP CIRCLE INTERNATIONAL | |||||||
| 816 EASTERN PKWY | BROOKLYN | NY | 11213 | PUBLIC CHARITY | MIAMI FRIENDSHIP CIRCLE RACE | $20,000 | |
| FUTURE LINK | |||||||
| 15 W GUDE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 | |
| GIRLS ON THE RUN OF MONTGOMERY COUNTY | |||||||
| 11821 PARKLAWN DR 125 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | FINANCIAL AID AND SHOES | $25,000 | |
| HEARTSONGS LUNCHEON FUND | |||||||
| 9608 EAGLE RIDGE DRIVE | BETHESDA | MD | 20817 | PUBLIC CHARITY | LUNCHEON | $20,000 | |
| HEBREW HOME OF GREATER WASHINGTON | |||||||
| 6121 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $6,000 | |
| HIGHER ACHIEVEMENT | |||||||
| 1750 COLUMBIA ROAD NW | WASHINGTON | CO | 20009 | PUBLIC CHARITY | 2018 GOING PLACES GALA | $15,000 | |
| HOMELESS CHILDREN'S PLAYTIME PROJECT | |||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 | |
| 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 | 5K TO MAKE A KIDS DAY | $132,500 | |
| 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 | LEARNING THROUGH THEATER | $75,000 | |
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | LEARNING THROUGH THEATRE | $60,000 | |
| JSSA ADL BENDER JCC | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | ISRAEL BOND | $500,000 | |
| JSSA ADL BENDER JCC | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | ISRAEL BOND | $125,000 | |
| JEWISH WOMEN INTERNATIONAL | |||||||
| 1129 20TH NW SUITE801 | WASHINGTON | VA | 20036 | PUBLIC CHARITY | YOUNG WOMEN'S LEADERSHIP NETWORK | $5,000 | |
| JEWISH WOMEN INTERNATIONAL | |||||||
| 1129 20TH NW SUITE801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | SONDRA D. BENDER COMM. LEADERSHIP INSTIT. | $300,000 | |
| KABOOM | |||||||
| 4301 CONNECTICUT AVE NW ML-1 | WASHINGTON | TX | 20008 | PUBLIC CHARITY | 2017 KABOOM COMM LED PLAYGROUND PROJECT | $25,000 | |
| KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | FOR THE PERFORMING ARTS EDUCATION PROGRAM | $25,000 | |
| KNOCK-OUT-ABUSE | |||||||
| 1600 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | SPONSOR | $10,000 | |
| KNOCK-OUT-ABUSE | |||||||
| 1600 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | SPONSOR | $5,000 | |
| KOA SPORTS LEAGUE INC | |||||||
| 4960 BOILING BROOK PKWY | NORTH BETHESDA | DC | 20832 | PUBLIC CHARITY | PLAY IT FORWARD SCHOLARSHIP FUND | $25,000 | |
| KIDS ENJOY EXERCISE NOW | |||||||
| PO BOX 341590 | BETHESDA | MD | 20817 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | LEUKEMIA BALL | $10,000 | |
| LEVELING THE PLAYING FIELD | |||||||
| 9170 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| LUMPHOMA RESEARCH FOUNDATION | |||||||
| WALL STREET PLAZA 88 PINE ST SUITE | NEW YORK | NY | 10005 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $6,500 | 2400 |
| MARATHON KIDS | |||||||
| PO BOX 41317 | AUSTIN TX | TX | 78704 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| MARY CENTER | |||||||
| 344 UNIVERSITY BLVD W | SILVER SPRING | MD | 20901 | PUBLIC CHARITY | BEHAVORIAL HEALTH SERVICES FOR CHILDREN | $70,000 | |
| MEDSTAR WASHINGTON HOSPITAL CENTER | |||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL | $250,000 | |
| NATIONAL BUILDING MUSEUM | |||||||
| 401 F ST NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GALA DINNER | $25,000 | |
| NATIONAL MUSEUM OF WOMEN | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| NONPROFIT MONTGOMERY | |||||||
| 6010 EXECUTIVE BLVD 200 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| REACH EDUCATION INC | |||||||
| 10105 REPRISE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 | |
| REAL FOOD FOR KIDS | |||||||
| 6166 HARDY DRIVE | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| SO WHAT ELSE | |||||||
| ONE PRESERVE PARKWAY SUITE 150 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 | |
| SO WHAT ELSE | |||||||
| ONE PRESERVE PARKWAY SUITE 150 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $60,000 | |
| SPIRIT CLUB FOUNDATION | |||||||
| B 10417 METROPOLITAN AVE | KENSINGTON | MD | 20895 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| ST ANN'S CENTER FOR CHILDREN & FAMILY | |||||||
| 4901 EASTERN AVE NE | HYATTSVILLE | MD | 20782 | PUBLIC CHARITY | 2018 ZINGI'S CHRISTMAS PARTY | $5,000 | |
| ST ANN'S CENTER FOR CHILDREN & FAMILY | |||||||
| 4901 EASTERN AVE NE | HYATTSVILLE | MD | 20782 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| STATE OF ISRAEL | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | US HOLOCOST MUSEUM TRIBUTE DINNER | $35,000 | |
| STATE OF ISRAEL | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | JFGH ANNUAL CAMPAIGN | $1,000 | |
| SUBURBAN HOSPITAL FOUNDATION | |||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | NURSING PROGRAM PAYMENT 1 OF 5 | $100,000 | |
| SUBURBAN HOSPITAL FOUNDATION | |||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | 75TH ANNIVERSARY DIAMOND BALL | $10,000 | |
| 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 | DONATION ONLY | $20,000 | |
| TEENS RUN DC | |||||||
| REAR ALLEY 218 9TH ST SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| THE DIENER SCHOOL | |||||||
| 11510 FALLS RD | POTOMAC | MD | 20854 | PUBLIC CHARITY | LIGHTS, CAMERA, ACTION | $10,000 | |
| THE FOXIE G FOUNDATION | |||||||
| 14024 NEW WINDSOR RD 7838 | UNION BRIDGE | MD | 21791 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 | |
| THE LITERACT 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 | |
| TORTURE ABOLITION AND SURVIVORS SUPP | |||||||
| 4121 HAREWOOD ROAD NE SUITE B | WASHINGTON | VA | 20017 | PUBLIC CHARITY | ORGANIZATIONAL CAPICITY BUILDING | $100,000 | |
| TRUST FOR THE NATIONAL MALL | |||||||
| 1300 PENNSYLVANIA AVENUE NW STE370 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | BALL FOR THE MALL | $15,000 | |
| 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 | |
| UNIVERSITY OF MARYLAND FOUNDATION | |||||||
| 4603 CALVERT RD | COLLEGE PARK | DC | 20740 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $11,000 | |
| UNITED STATES HOLOCAUST MEMORIAL | |||||||
| 4603 CALVERT RD | COLLEGE PARK | DC | 20740 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| VANGUARD CHARITABLE FUND | |||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500,000 | |
| WOLF TRAP FOUNDATION | |||||||
| 1645 TRAP ROAD | VIENNA | DC | 22182 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| WORLDDANCE THEATER | |||||||
| 43-18 42 ST 2R | SUNNYSIDE | NY | 11104 | PUBLIC CHARITY | DONATION ONLY | $2,000 | |
| PEACE OF MIND | |||||||
| 5540 NEVADA AVE NW | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,177,607 | 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 | $103,182 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,768,219 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,660 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,404,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $679,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,660 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,954,788 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,959,448 | 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 FEES | CategoryTxt |
| Amt | $6,760 | Amt |
| Net Investment Income | $1,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,570 | 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 | $786,800 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NA | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | VARIOUS DATES THROUGH OUT 2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-12-31 | VerificationDt |
| Results Of Verification | VERIFICATION WAS COMPLETED AND $789,800 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HARBOR BOND FUND | BondNm |
| EOY Book Value | $5,911,289 | EOYBookValueAmt |
| EOYFMV | $5,911,289 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST EAGLE FUNDS | $3,874,545 | $3,874,545 |
| OWL ROCK CAP CORP | $50,557 | $50,557 |
| MERRILL LYNCH-PRITSIOS | $1,118,788 | $1,118,788 |
| MERRILL LYNCH-DOLAN | $3,432,768 | $3,432,768 |
| TWEEDY BROWNE GLOBAL VALUE | $3,599,792 | $3,599,792 |
| TWEEDY BROWNE HY DIV | $1,708,992 | $1,708,992 |
| VANGUARD DIVIDEND GROWTH | $3,241,586 | $3,241,586 |
| VANGUARD EMERGING MKTS | $3,576,756 | $3,576,756 |
| VANGUARD EQUITY INCOME FUND | $3,250,055 | $3,250,055 |
| VANGUARD EUROPEAN STOCK | $2,322,345 | $2,322,345 |
| VANGUARD HIGH YIELD CORP | $5,245,717 | $5,245,717 |
| VANGUARD INTER TERM INV | $5,224,173 | $5,224,173 |
| VANGUARD TOTAL STK | $7,544,329 | $7,544,329 |
| VANGUARD DEV MKTS INDEX | $2,721,582 | $2,721,582 |
| VANGUARD REIT INDEX | $3,129,765 | $3,129,765 |
| VANGUARD SHORT-TERM INVESTMENT | $1,271,038 | $1,271,038 |
| FORTIVE | $659,930 | $659,930 |
| YACHTMAN FUND | $3,576,606 | $3,576,606 |
| VANGUARD - DANAHER CORP | $2,981,172 | $2,981,172 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALCENTRA | FMV | $412,865 | $412,865 |
| BLUESTONE INVESTMENT PARTNERS | FMV | $100 | $0 |
| CAPITAL BANK CONVERTIBLE DEBT | FMV | $2,481,686 | $2,481,686 |
| ESCHATON OPPORTUNITY FUND-CAPITAL BANK | FMV | $1,965,881 | $1,965,881 |
| ISRAEL BONDS | FMV | $750,000 | $750,000 |
| MATTHEWS ASIA G&I | FMV | $2,308,166 | $2,308,166 |
| OAKMARK INT'L | FMV | $2,206,045 | $2,206,045 |
| PCI MUNITRUST | FMV | $1,002 | $1,002 |
| PIMCO TOTAL RETURN FUND | FMV | $1,634,003 | $1,634,003 |
| HILLTOP PLAZA | FMV | $487,288 | $487,288 |
| CAMBER CREEK IV | FMV | $183,750 | $183,750 |
| JBGSMITH PROPERTIES | FMV | $147,074 | $147,074 |
| BLACKSTONE SOLUTIONS 2016 FUND | FMV | $676,288 | $676,288 |
| BAIN CAPITAL | FMV | $758,448 | $758,448 |
| HILLTOP OUTPARCEL LLC | FMV | $12,712 | $12,712 |
| PRUDENT CAPITAL II LP | FMV | $100 | $0 |
| SCHWAB FUND US LARGE | FMV | $8,525,631 | $8,525,631 |
| SEQUOIA FUND | FMV | $5,335,345 | $5,335,345 |
| URBAN EDGE PROPERTIES | FMV | $70,348 | $70,348 |
| VORNADO REALTY LP | FMV | $490,438 | $490,438 |
| BLACKSTONE ALT SOL IV | FMV | $247,295 | $247,295 |
| CARLYLE BUYOUT II | FMV | $56,405 | $56,405 |
| BLUESTONE INVESTMENT PARTNERS II | FMV | $225,000 | $225,000 |
| ENERGY TRANSFER OPERATING | FMV | $9,671 | $9,671 |
| COMPASS DIVERSIFIED HOLDINGS | FMV | $5,422 | $5,422 |
| BLACKSTONE GSO | FMV | $249,922 | $249,922 |
| BLACKSTONE STRATEGIC | FMV | $107,805 | $107,805 |
| OWL ROCK | FMV | $1,239,502 | $1,239,502 |
| CHAMBER CREEK FUND III | FMV | $50,000 | $50,000 |
| CARLYLE GROUP SERIES A | FMV | $715 | $715 |
| CAPITAL GROUP INTERNATIONAL | FMV | $530,335 | $530,335 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $8,697 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,697 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE RECEIVABLE | $837,251 | $875,634 | $875,634 |
| PREPAID INCOME TAXES | $4,599 | $65,252 | $65,252 |
| INTEREST RECEIVABLE | $410,427 | $0 | $0 |
| DUE FROM SSB 2002 TRUST | $0 | $356,580 | $356,580 |
| SECURITY DEPOSIT | $0 | $12,745 | $12,745 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSPORTATION | $16,600 | $0 | $16,600 |
| DUES & SUBSCRIPTION | $1,500 | $0 | $1,500 |
| OFFICE EXPENSE | $20,614 | $0 | $20,614 |
| TELEPHONE | $1,770 | $0 | $1,770 |
| INSURANCE | $5,188 | $0 | $5,188 |
| TECHNOLOGY | $4,851 | $0 | $4,851 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $246 | $246 | $246 |
| NOTE RECEIVABLE INTEREST | $1,449,564 | $1,449,564 | $1,449,564 |
| PARTNERSHIP INVESTMENTS K-1 | -$45,446 | -$36,126 | -$45,446 |
| PARTNERSHIP INVESTMENTS K-1 UBI | $4,660 | $0 | $4,660 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $13,068,538 | 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 | $259,511 | $259,511 | $0 |
| CONSULTING FEES | $156,072 | $0 | $156,072 |
| INVESTMENT BROKER FEES | $30,837 | $30,837 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $42,667 | $42,667 | $0 |
| FEDERAL EXCISE TAXES | $164,234 | $0 | $0 |
| PARTNERSHIP INVESTMENT FOREIGN TAXES | $5,106 | $5,106 | $0 |