2020-11-04T15:32:12-06:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 526037555 Posner-Wallace Foundation % Foundation Source POSN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 NICHOLAS POSNER treasurer 8008391754 2020-10-23 true Jeffrey D Haskell P01345770 8008391754 67.82.234.252 06391520203095000001 2020-11-04 P B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 E515D0965B869FF508796E5476410F6D857E7743 2019 2021-04-22 16:20:28Z X 5001659 X 0 X 332 332 117098 111040 107538 240848 113117 17558 14637 242526 239126 14999 14999 7215 7215 7739 1387 7981 7981 22503 1261 21242 60437 9863 44222 244960 244960 305397 9863 289182 -62871 229263 80930 182614 182614 419418 548485 419418 379418 25999 5200 5014 3170192 3138831 4296613 16672 100000 38000 38000 38000 3863606 3800735 5001659 0 0 X 3863606 3800735 3863606 3800735 3863606 3800735 3863606 -62871 3800735 3800735 Publicly-traded Securities 240848 127777 113071 113071 Passthrough K1 Capital Gain/(Loss) 46 113117 false 376335 4736297 0.079458 375996 4891804 0.076862 323688 4825842 0.067074 291837 5062228 0.05765 269339 5254277 0.051261 0.332305 0.066461 4669916 310367 2293 312660 289182 4585 4585 4585 2900 1730 4630 X 45 0 45 false false false false false false false true true DC true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Suzanne M Cohen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 Diana Erbsen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 James R Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair Emeritus 2.0 3333 0 0 Nicholas Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, CFO, treas 3.0 3333 0 0 Jill Prosky Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Elisabeth Posner Schouten Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Andrew C Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Rachel C Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair, Pres, trustee 3.0 5000 0 0 Sarah Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 Robert P Smith II Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec 2.0 3333 0 0 Robert P Smith III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Stephanie Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 4171532 147478 422021 4741031 0 4741031 71115 4669916 233496 233496 4585 4585 228911 228911 228911 289182 0 0 0 0 289182 289182 228911 2017 2016 2015 10758 44104 84992 135944 145170 420968 289182 228911 60271 481239 0 10758 470481 44104 84992 135944 145170 60271 NONE X A WIDER CIRCLE INC 4808 MOORLAND LN APT 802 BETHESDA MD 20814 N/A PC General & Unrestricted 1000 ABRAHAM FUND INITIATIVES 320 NEVADA ST STE 301 NEWTON MA 02460 N/A PC to promote coexistence; to reduce social and economic disparities; to enhance development of effective "advocacy to action" projects 2000 ACHILLES INTERNATIONAL INC 42 W 38TH ST STE 400 NEW YORK NY 10018 N/A PC to expand athletic programs and awareness of capabilities of individuals with physical disabilities around the world 400 ACTION WITHOUT BORDERS INC 389 5TH AVE FL 9 NEW YORK NY 10016 N/A PC to Support talent and career pathways for individuals at early and middle stages of careers within the not-for-profit and social impact sectors of economies around the world 180 ADAS CAFE 839 NORTHAMPTON DR PALO ALTO CA 94303 N/A PC General & Unrestricted 400 ALLGENERATIONS INC PO BOX 11113 WASHINGTON DC 20008 N/A PC General & Unrestricted 180 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE STE 1700 CHICAGO IL 60601 N/A PC General & Unrestricted 400 AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC 321 N CLARK ST CHICAGO IL 60654 N/A SO I Tax Assistance Public Service (TAPS) endowment fund 1000 AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE 426 17TH ST STE 300 OAKLAND CA 94612 N/A PC General & Unrestricted 400 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST STE 400 NEW YORK NY 10017 N/A PC Taub Center in Jerusalem, to support its independent, non-partisan research projects on a wide range of public policy issues as well as its annual reviews of israeli social indicators 1000 AMERICAN JEWISH WORLD SERVICE INC 45 W 36TH ST 11TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 5000 AMERICAN NATIONAL RED CROSS - NAPA VALLEY 5297 AERO DR SANTA ROSA CA 95403 N/A PC General & Unrestricted 400 AMERICAN UNIVERSITY-- WAMU 885 4401 CONNECTICUT AVE NW WASHINGTON DC 20008 N/A PC General & Unrestricted 400 AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General & Unrestricted 1000 AMHERST COLLEGE TRUSTEES PO BOX 5000 AMHERST MA 01002 N/A PC General & Unrestricted 800 ANIMAL LEGAL DEFENSE FUND 525 E COTATI AVE COTATI CA 94931 N/A PC General & Unrestricted 500 ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY PO BOX 874611 TEMPE AZ 85287 N/A PC Thunderbird School of Global Management 500 ASHOKA 1700 N MOORE ST STE 2000 ARLINGTON VA 22209 N/A PC General & Unrestricted 5000 ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE 50 MORNINGSIDE DR APT 23 NEW YORK NY 10025 N/A PC to support thought-provoking articles from wide range of faith-based perspectives, and to continue efforts to reach broad audiences of interested readers 250 BALLET HISPANICO OF NEW YORK 167 W 89TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 1000 BALLET TECH FOUNDATION INC 890 BROADWAY 8TH FL NEW YORK NY 10003 N/A PC general operating support 1000 BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12504 N/A PC Bard Prison Initiative 1000 BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION PO BOX 784 BROOKFIELD CT 06804 N/A PC General & Unrestricted 5000 BEEBE MEDICAL CENTER INC 424 SAVANNAH RD LEWES DE 19958 N/A PC General & Unrestricted 400 BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE 330 7TH AVE STE 1902 NEW YORK NY 10001 N/A PC General & Unrestricted 800 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON RD KANAB UT 84741 N/A PC General & Unrestricted 360 BETA THETA PI FOUNDATION 5134 BONHAM RD OXFORD OH 45056 N/A PC General & Unrestricted 400 BETHANY BEACH VOLUNTEER FIRE CO INC PO BOX 950 BETHANY BEACH DE 19930 N/A PC General & Unrestricted 400 BRAIN INJURY ASSOCIATION OF MARYLAND INC 2200 KERNAN DR RM T810 BALTIMORE MD 21207 N/A PC General & Unrestricted 1000 BREAD FOR THE CITY INC 1525 7TH ST NW WASHINGTON DC 20001 N/A PC General & Unrestricted 1000 BUILDING BRIDGES ACROSS THE RIVER 1901 MS AVE SE STE 101 WASHINGTON DC 20020 N/A PC General & Unrestricted 7500 CANDID 32 OLD SLIP NEW YORK NY 10005 N/A PC General & Unrestricted 2000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE NE WASHINGTON DC 20017 N/A PC General & Unrestricted 2500 CAPITAL SISTERS INTERNATIONAL INC 227 LAMB LN GOLDEN CO 80401 N/A PC General & Unrestricted 500 CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA 515 M ST SE BLDG 74 STE 2 WASHINGTON DC 20003 N/A PC General & Unrestricted 500 CATHEDRAL CHURCH OF ST JOHN THE DIVINE 1047 AMSTERDAM AVE NEW YORK NY 10025 N/A PC General & Unrestricted 1000 CDF FIREFIGHTERS BENEVOLENT FOUNDATION 1731 J ST STE 100 SACRAMENTO CA 95811 N/A PC General & Unrestricted 400 CENTER FOR GLOBAL DEVELOPMENT 2055 L ST NW 5TH FL WASHINGTON DC 20036 N/A PC General & Unrestricted 400 CHABAD OF RANCHO MIRAGE-THE TORAH OASIS 72295 VIA MARTA RANCHO MIRAGE CA 92270 N/A PC General & Unrestricted 360 CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 N/A PC General & Unrestricted 400 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC General & Unrestricted 1000 CHILDRENS HEALTH COUNCIL INC 650 CLARK WAY PALO ALTO CA 94304 N/A PC General & Unrestricted 5000 CHILDRENS HEALTH COUNCIL INC 650 CLARK WAY PALO ALTO CA 94304 N/A PC Sand Hill School Annual Fund 500 CHILDRENS HOSPITAL 111 MICHIGAN AVE NW WASHINGTON DC 20010 N/A PC General & Unrestricted 1000 CHILDRENS HOSPITAL COLORADO 13123 E 16TH AVE AURORA CO 80045 N/A PC General & Unrestricted 400 CHILDRENS THEATRE COMPANY 526 W 26TH ST RM 1012 NEW YORK NY 10001 N/A PC General & Unrestricted 3000 CHILDRENS THEATRE COMPANY 526 W 26TH ST RM 1012 NEW YORK NY 10001 N/A PC Talent & Career PATHWAYS 10000 CITIZENS BUDGET COMMISSION INC 240 W 35TH ST STE 302 NEW YORK NY 10001 N/A PC General & Unrestricted 200 CITY HARVEST INC 6 E 32ND ST 5TH FL NEW YORK NY 10016 N/A PC General & Unrestricted 1000 CITY OF DREAMS PO BOX 24037 SAN FRANCISCO CA 94124 N/A PC General & Unrestricted 400 CODE FOR AMERICA LABS INC 972 MISSION ST FL 5 SAN FRANCISCO CA 94103 N/A PC General & Unrestricted 400 COLLEGE OF ST SCHOLASTICA INC 1200 KENWOOD AVE DULUTH MN 55811 N/A PC Health Information Data Science exchange program with Health Information Systems program in South Africa 1000 COLORADO SYMPHONY ASSOCIATION 1000 14TH ST UNIT 15 DENVER CO 80202 N/A PC General & Unrestricted 250 COLORADO VILLAGE COLLABORATIVE 1373 N GRANT ST DENVER CO 80203 N/A PC Charitable Event 400 COMMITTEE TO PROTECT JOURNALISTS INC 509 W 38TH ST 5TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 1000 COMPASSION AND CHOICES PO BOX 485 ETNA NH 03750 N/A PC General & Unrestricted 1000 CONGREGATION BNAI JESHURUN 270 W 89TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 2000 DAWNWATCH 610 HAVERFORD AVE PACIFIC PLSDS CA 90272 N/A PC General & Unrestricted 180 DC AFFORDABLE LAW FIRM 1717 K ST NW WASHINGTON DC 20006 N/A PC General & Unrestricted 1000 DC CENTRAL KITCHEN INC 425 2ND ST NW WASHINGTON DC 20001 N/A PC General & Unrestricted 2500 DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC 8 COURT ST MORRISTOWN NJ 07960 N/A PC General & Unrestricted 400 DICKINSON COLLEGE PO BOX 1773 CARLISLE PA 17013 N/A PC Charitable Event 500 DOE FUND INC 232 E 84TH ST NEW YORK NY 10028 N/A PC General & Unrestricted 2000 DOROT INC 171 W 85TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 3000 DOROT INC 171 W 85TH ST NEW YORK NY 10024 N/A PC Talent and Career Pathways (TCP) program 7000 DRISHA INSTITUTE FOR JEWISH EDUCATION INC 1501 BROADWAY STE 505A NEW YORK NY 10036 N/A PC General & Unrestricted 300 EAST CAROLINA UNIVERSITY FOUNDATION INC 2200 S CHARLES BLVD STE 1100 GREENVILLE NC 27858 N/A PC General & Unrestricted 500 EAST HARLEM FELLOWSHIP 324 PLEASANT AVE APT 2D NEW YORK NY 10035 N/A PC Charitable Event 300 ECHO HILL CAMPERSHIP FUND PO BOX 5923 BETHESDA MD 20824 N/A PC General & Unrestricted 400 END OF LIFE CHOICES NEW YORK 244 5TH AVE 2010 NEW YORK NY 10001 N/A PC General & Unrestricted 1000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 N/A PC General & Unrestricted 300 FEEDING AMERICA 35 E WACKER DR STE 2000 CHICAGO IL 60601 N/A PC General & Unrestricted 400 FREE THE OPPRESSED PO BOX 60972 COLORADO SPGS CO 80960 N/A PC General & Unrestricted 1000 FRESH AIR FUND 633 3RD AVE NEW YORK NY 10017 N/A PC General & Unrestricted 1000 FRIENDS OF THE SOUTH COASTAL LIBRARY INC PO BOX 1617 BETHANY BEACH DE 19930 N/A PC General & Unrestricted 400 GIRLS INCORPORATED OF NEW YORK CITY 120 WALL ST STE 1804 NEW YORK NY 10005 N/A PC General & Unrestricted 1000 GODS LOVE WE DELIVER INC 166 AVE OF THE AMERICAS NEW YORK NY 10013 N/A PC General & Unrestricted 1500 GRANTMAKERS IN THE ARTS 522 COURTLANDT AVE BRONX NY 10451 N/A PC General & Unrestricted 250 GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS 3939 CAMPBELL AVE ARLINGTON VA 22206 N/A PC General & Unrestricted 1000 GUIDING EYES FOR THE BLIND INC 611 GRANITE SPRINGS RD YORKTOWN HTS NY 10598 N/A PC General & Unrestricted 2700 HARVARD COLLEGE 124 MOUNT AUBURN ST 4TH FL CAMBRIDGE MA 02138 N/A PC General & Unrestricted 500 HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN 10 GARDEN ST CAMBRIDGE MA 02138 N/A PC General & Unrestricted 400 HISP HEALTH INFORMATION SYSTEMS PROGRAM SOUTH AFRI 1ST FL PILOT MILL HOUSE THE QUARR BEREA EAST LONDON Eastern Cape SF 5241 N/A PC General & Unrestricted 5000 HOLLINS UNIVERSITY CORPORATION PO BOX 9629 ROANOKE VA 24020 N/A PC General & Unrestricted 500 HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC PO BOX 862 OSSINING NY 10562 N/A PC General & Unrestricted 360 I EARN INC 475 RIVERSIDE DR 450 NEW YORK NY 10115 N/A PC General & Unrestricted 3000 INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL 229 W 97TH ST STE 1B NEW YORK NY 10025 N/A PC General & Unrestricted 1000 INTERNATIONAL RESCUE COMMITTEE INC 122 E 42ND ST NEW YORK NY 10168 N/A PC General & Unrestricted 5000 IONA SENIOR SERVICES 4125 ALBEMARLE ST NW WASHINGTON DC 20016 N/A PC General & Unrestricted 1500 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON 12320 PARKLAWN DR ROCKVILLE MD 20852 N/A PC General & Unrestricted 2500 JEWISH FAMILY SERVICE 495 E 4500 S 100 SALT LAKE CTY UT 84107 N/A PC General & Unrestricted 360 JEWISH ORTHODOX FEMINIST ALLIANCE INC 205 E 42ND ST NEW YORK NY 10017 N/A PC General & Unrestricted 500 JEWISH SOCIAL SERVICE AGENCY 200 WOOD HILL RD ROCKVILLE MD 20850 N/A PC General & Unrestricted 1000 JEWISH VEG 9 HAWTHORNE RD PITTSBURGH PA 15221 N/A PC General & Unrestricted 360 JEWISH WOMEN'S ARCHIVE INC ONE HARVARD ST BROOKLINE MA 02445 N/A PC General & Unrestricted 500 JOSE LIMON DANCE FOUNDATION 466 W 152ND ST 2ND FL NEW YORK NY 10031 N/A PC General & Unrestricted 180 JOYCE THEATER FOUNDATION INC 175 8TH AVE NEW YORK NY 10011 N/A PC to support membership and general operations 300 KENYON COLLEGE EATON CENTER GAMBIER OH 43022 N/A PC General & Unrestricted 500 KOGOOD SCHOOL OF BUSINESS ADMINISTRATION 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 N/A PC Stanley I. Posner Annual Prize Fund 1000 KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 400 LEADERSHIP MONTGOMERY EDUCATIONAL FOUNDATION INC 6010 EXECUTIVE BLVD ROCKVILLE MD 20852 N/A PC General & Unrestricted 1000 LEGAL AID SOCIETY 199 WATER ST NEW YORK NY 10038 N/A PC General & Unrestricted 1000 LOVE TO LANGA PO BOX 104 GLADWYNE PA 19035 N/A PC General & Unrestricted 360 LUBUTO LIBRARY PROJECT INC 5614 CONNECTICUT AVE NW STE 368 WASHINGTON DC 20015 N/A PC General & Unrestricted 1000 LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH 400 HAMILTON AVE STE 340 PALO ALTO CA 94301 N/A PC General & Unrestricted 400 LUMIND IDSC FOUNDATION 20 MALL RD STE 200 BURLINGTON MA 01803 N/A PC General & Unrestricted 400 MANNA FOOD CENTER INC 9311 GAITHER RD GAITHERSBURG MD 20877 N/A PC General & Unrestricted 2500 MANNA INC 6856 EASTERN AVE NW STE 100 WASHINGTON DC 20012 N/A PC General & Unrestricted 1500 MAZON INC A JEWISH RESPONSE TO HUNGER PO BOX 96119 WASHINGTON DC 20090 N/A PC General & Unrestricted 2500 MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT PO BOX 5030 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 5000 METRO CARING 1100 E 18TH AVE DENVER CO 80218 N/A PC General & Unrestricted 1500 MIKES ANGELS INC 2090 DUNWOODY CLUB DR STE 106 120 SANDY SPRINGS GA 30350 N/A PC General & Unrestricted 400 MILOS DOG RESCUE OF SOUTH FLORIDA INC 49 N FEDERAL HWY STE 141 POMPANO BEACH FL 33062 N/A PC General & Unrestricted 180 MIRROR STAGE 2212 QUEEN ANNE AVE N 294 SEATTLE WA 98109 N/A PC General & Unrestricted 5000 MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 N/A PC General & Unrestricted 400 MORNINGSIDE PARK CONSERVANCY INC 23 W 116TH ST APT 6C NEW YORK NY 10026 N/A PC General & Unrestricted 400 MOVING TRADITIONS 8380 OLD YORK RD STE 4300 ELKINS PARK PA 19027 N/A PC General & Unrestricted 1000 MY NEW RED SHOES 330 TWIN DOLPHIN DR STE 135 REDWOOD CITY CA 94065 N/A PC General & Unrestricted 400 MYOTONIC DYSTROPHY FOUNDATION 1004A OREILLY AVE SAN FRANCISCO CA 94129 N/A PC General & Unrestricted 400 NATIONAL NETWORK OF ABORTION FUNDS PO BOX 170280 BOSTON MA 02117 N/A PC General & Unrestricted 400 NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 N/A PC General & Unrestricted 400 NEW ISRAEL FUND 6 E 39TH ST STE 301 NEW YORK NY 10016 N/A PC General & Unrestricted 5000 NEW YORK RESTORATION PROJECT 254 W 31ST ST FL 10T NEW YORK NY 10001 N/A PC General & Unrestricted 1000 NEW YORK THEOLOGICAL SEMINARY 475 RIVERSIDE DR STE 500 NEW YORK NY 10115 N/A PC general operating support and the masters in professional studies degree program at sing sing prison 4000 NEW YORK UNIVERSITY 25 W 4TH ST RM 405 NEW YORK NY 10012 N/A PC General & Unrestricted 500 NORTHEASTERN UNIVERSITY SCHOOL OF LAW 400 HUNTINGTON AVE BOSTON MA 02115 N/A PC To aid students working in public interest law 1500 NORTHERN BEDFORD SCHOOL FOUNDATION INC 152 NBC DR LOYSBURG PA 16659 N/A PC General & Unrestricted 1000 NURU INTERNATIONAL 5405 ALTON PKWY STE A-474 IRVINE CA 92604 N/A PC General & Unrestricted 400 OUR HEN HOUSE 273 MAIN ST GERMANTOWN NY 12526 N/A PC General & Unrestricted 90 P E F ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE 15TH FL NEW YORK NY 10017 N/A PC to benefit Shoresh 1000 P E F ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE 15TH FL NEW YORK NY 10017 N/A PC Hadassah Academic College in Jerusalem 4000 PENINSULA HUMANE SOCIETY & SPCA 1450 ROLLINS RD BURLINGAME CA 94010 N/A PC General & Unrestricted 400 PENINSULA OPEN SPACE TRUST 222 HIGH ST PALO ALTO CA 94301 N/A PC General & Unrestricted 400 PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC 501 FRONT ST NORFOLK VA 23510 N/A PC General & Unrestricted 400 PHILANTHROPY NEW YORK - NEW YORK REGIONAL ASSOCIAT 320 E 43RD ST NEW YORK NY 10017 N/A PC General & Unrestricted 1000 PIKE PLACE MARKET FOUNDATION 93 PIKE ST STE 310 SEATTLE WA 98101 N/A PC General & Unrestricted 3000 PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS 1225 4TH ST NE WASHINGTON DC 20002 N/A PC General & Unrestricted 400 PLANNED PARENTHOOD MAR MONTE INC 1691 THE ALAMEDA SAN JOSE CA 95126 N/A PC General & Unrestricted 400 PLUMMER YOUTH PROMISE INC 37 WINTER ISLAND RD SALEM MA 01970 N/A PC General & Unrestricted 500 POTOMAC COMMUNITY VILLAGE INC PO BOX 59424 POTOMAC MD 20854 N/A PC General & Unrestricted 1000 PUPPIES BEHIND BARS INC 263 W 38 ST 4TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 600 R & M ROCKIN RESCUES INC PO BOX 408 BELLEVILLE NJ 07109 N/A PC General & Unrestricted 300 RADIO BILINGUE INC 5005 E BELMONT AVE FRESNO CA 93727 N/A PC General & Unrestricted 2000 RECONSTRUCTIONIST RABBINICAL COLLEGE 1299 CHURCH RD WYNCOTE PA 19095 N/A PC General & Unrestricted 1000 REDEMPTION CENTER 1186 HERKIMER ST BROOKLYN NY 11233 N/A PC General & Unrestricted 200 REDWOOD CITY LIBRARY FOUNDATION 1044 MIDDLEFIELD RD REDWOOD CITY CA 94063 N/A PC General & Unrestricted 400 REMERGE INC PO BOX 54717 ATLANTA GA 30308 N/A PC General & Unrestricted 500 RESOURCE AREA FOR TEACHING 1355 RIDDER PARK DR SAN JOSE CA 95131 N/A PC General & Unrestricted 1500 RETHINK THE CONVERSATION LTD 45 W 54TH ST NEW YORK NY 10019 N/A PC General & Unrestricted 300 RIVERSIDE PARK CONSERVANCY INC 475 RIVERSIDE DR STE 455 NEW YORK NY 10115 N/A PC General & Unrestricted 500 ROUND HOUSE THEATRE INC 4545 E W HWY BETHESDA MD 20814 N/A PC General & Unrestricted 500 RURAL DEVELOPEMENT INSTITUTE 1424 4TH AVE STE 300 SEATTLE WA 98101 N/A PC General & Unrestricted 2000 SAFESPACE CENTER INC 1155 SAXON WAY MENLO PARK CA 94025 N/A PC General & Unrestricted 400 SARAH LAWRENCE COLLEGE 1 MEAD WAY BRONXVILLE NY 10708 N/A PC 2019 Alumnae Campaign and the Health Advocacy Graduate program 500 SAVE THE BAY 1330 BROADWAY STE 1800 OAKLAND CA 94612 N/A PC General & Unrestricted 400 SECOND CHANCE RESCUE INC PO BOX 570701 WHITESTONE NY 11357 N/A PC General & Unrestricted 300 SECOND HARVEST OF SILICON VALLEY 4001 N 1ST ST SAN JOSE CA 95134 N/A PC General & Unrestricted 1500 SEED SAVERS EXCHANGE INC 3094 N WINN RD DECORAH IA 52101 N/A PC General & Unrestricted 400 SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION PO BOX 2701 REDWOOD CITY CA 94064 N/A PC General & Unrestricted 500 SHAKESPEARE THEATRE 516 8TH ST SE WASHINGTON DC 20003 N/A PC General & Unrestricted 1800 SHERIDAN SCHOOL INC 4400 36TH ST NW WASHINGTON DC 20008 N/A PC General & Unrestricted 500 SIBLEY MEMORIAL HOSPITAL FOUNDATION 5255 LOUGHBORO RD NW WASHINGTON DC 20016 N/A PC General & Unrestricted 400 SIDWELL FRIENDS SCHOOL 3825 WISCONSIN AVE NW WASHINGTON DC 20016 N/A PC General & Unrestricted 1000 SOCIETY FOR THE ADVANCEMENT OF JUDAISM 15 W 86TH ST NEW YORK NY 10024 N/A PC the SAJ Legacy Fund to help build liquidity and flexibility for needs beyond ordinary operating expenses 500 SOME INC 71 O ST NW WASHINGTON DC 20001 N/A PC General & Unrestricted 1000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC General & Unrestricted 1000 ST BALDRICKS FOUNDATION INC 1333 S MAYFLOWER AVE STE 400 MONROVIA CA 91016 N/A PC General & Unrestricted 400 STORAHTELLING LAB SHUL INC 131 VARICK ST STE 921 NEW YORK NY 10013 N/A PC to support creative, wide-ranging activities that engage jewish and other faith youth and adults, aS well as inter-faith families toward deeper insight and commitment 1000 STREET GRACE INC C/O N AVE PRESBYTERIAN CHURCH 607 P ATLANTA GA 30308 N/A PC General & Unrestricted 400 SUNFLOWER BAKERY INC 8507 ZIGGY LN GAITHERSBURG MD 20877 N/A PC General & Unrestricted 2000 SUPER LEADERS INCORPORATED 2127 G ST NW STE 303 WASHINGTON DC 20052 N/A PC General & Unrestricted 1000 TECH IMPACT 417 N 8TH ST STE 203 PHILADELPHIA PA 19123 N/A PC General & Unrestricted 1000 THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND PO BOX 61075 NEW ORLEANS LA 70161 N/A PC General & Unrestricted 500 THE ASPEN INSTITUTE INC 2300 N ST NW STE 700 WASHINGTON DC 20037 N/A PC General & Unrestricted 1000 THE PETEY GREENE PROGRAM INC 22 STOCKTON ST PRINCETON NJ 08540 N/A PC General & Unrestricted 360 THE ROBERT GIARD FOUNDATION OLD CHELSEA STA PO BOX 25 NEW YORK NY 10113 N/A PC General & Unrestricted 2000 THE ROBERT GIARD FOUNDATION OLD CHELSEA STA PO BOX 25 NEW YORK NY 10113 N/A PC financial loss recovery fund and to update grants management processing 2000 THE SCHECHTER INSTITUTES INC BOX 3566 PO BOX 8500 PHILADELPHIA PA 19178 N/A PC General & Unrestricted 1000 THE SHEPHERDS TABLE INC 8106 GEORGIA AVE SILVER SPRING MD 20910 N/A PC General & Unrestricted 500 THE TOMORROW FUND 593 EDDY ST PROVIDENCE RI 02903 N/A PC General & Unrestricted 400 THE WASHINGTON SCHOOL FOR GIRLS 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 N/A PC General & Unrestricted 1000 THE WRITING REVOLUTION INC 22 CORTLANDT ST FL 33 NEW YORK NY 10007 N/A PC General & Unrestricted 1000 TRANSLATORS WITHOUT BORDERS-US INC 30 MAIN ST DANBURY CT 06810 N/A PC General & Unrestricted 5000 TRUSTEES OF PRINCETON UNIVERSITY 100 OVERLOOK CENTER STE 300 PRINCETON NJ 08540 N/A PC General & Unrestricted 800 TRUSTEES OF THE SMITH COLLEGE 23 ELM ST NORTHAMPTON MA 01063 N/A PC General & Unrestricted 500 U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC 2231 CRYSTAL DR STE 350 ARLINGTON VA 22202 N/A PC General & Unrestricted 500 UNITED CEREBRAL PALSY OF GEORGIA FOUNDATION INC 3300 NE EXPY BLDG 9 ATLANTA GA 30341 N/A PC General & Unrestricted 400 UNIVERSITY OF COLORADO FOUNDATION 10901 W 120TH AVE 200 BROOMFIELD CO 80021 N/A PC Kittredge Honors Program 500 UNIVERSITY OF DELAWARE 83 E MAIN ST 3RD FL NEWARK DE 19716 N/A PC the Colored Conventions Project 3000 UNIVERSITY OF DELAWARE 83 E MAIN ST 3RD FL NEWARK DE 19716 N/A PC the colored conventions project 1500 UNIVERSITY OF MISSISSIPPI FOUNDATION 406 UNIVERSITY AVE OXFORD MS 38655 N/A PC General & Unrestricted 1000 URBAN INSTITUTE 500 LENFANT PLZ SW 2ND FL WASHINGTON DC 20024 N/A PC Emerging Researchers Fund 3000 VILLAGE HARVEST CORPORATION PO BOX 9231 SAN JOSE CA 95157 N/A PC General & Unrestricted 400 VOLUNTEERS IN MEDICINE CLINIC 15 NORTHRIDGE DR HILTON HEAD SC 29926 N/A PC General & Unrestricted 400 WASHINGTON JESUIT ACADEMY 900 VARNUM ST NE WASHINGTON DC 20017 N/A PC to support professional & career development of WJA teachers, including travel to other schools/cities and mentoring activities 3600 WEST SIDE CENTER FOR COMMUNITY LIFE INC 263 W 86TH ST NEW YORK NY 10024 N/A PC West Side Campaign Against Hunger (WSCAH) at the Church of St. Paul & St. Andrew 1500 WEST SIDE HATZOLOH 131 W 86TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 1000 WHITMAN-WALKER CLINIC INC 1377 R ST NW STE 200 WASHINGTON DC 20009 N/A PC General & Unrestricted 400 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 N/A PC General & Unrestricted 400 WILD BIRD FUND INC 565 COLUMBUS AVE NEW YORK NY 10024 N/A PC General & Unrestricted 300 WILDLIFE PROTECTION SOLUTIONS 2501 WELTON ST DENVER CO 80205 N/A PC General & Unrestricted 1000 WOODLANDS UNITED METHODIST CHURCH FOUNDATION INC 2200 LAKE WOODLANDS DR THE WOODLANDS TX 77380 N/A PC General & Unrestricted 500 WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON DC 20037 N/A PC General & Unrestricted 400 YOSEMITE FOUNDATION 101 MONTGOMERY ST STE 1700 SAN FRANCISCO CA 94104 N/A PC General & Unrestricted 400 244960 14 332 14 117098 18 107538 K-1 Inc/Loss 525990 -6 14 189 Federal Tax Refund 01 2927 INTEREST INCOME FROM NOTES 14 23828 CLASS ACTION LAWSUIT PROCEEDS 01 33 CREDIT CARD POINTS INCOME 01 226 FOREIGN CURRENCY LOSS 01 -9639 -6 242532 242526 false false false false false false false false false false Suzanne M Cohen * resigned from foundation in 2019 AB SELECT US EQUITY PORTFOLIO 134838 153721 ABBOTT LABS 24892 86860 ALLIANCE BERNSTEIN VALUE FUND 103048 123322 ALLIANCEBERN DISCOVERY GROWTH 45878 57027 ALLIANCEBERN DISCOVERY VALUE F 59465 61189 ALLIANCEBERN GLOBAL BOND ADV 136048 137499 ALLIANCEBERN HIGH INCOME ADVIS 151074 143412 ALLIANCEBERNSTEIN CONCENTRATED 86801 124394 ALLICANCEBERNSTEIN REALL ASSET 86091 70678 AMERICAN FUNDS BOND FD OF AMER 60529 61619 AMERICAN INVESTMENT CO OF AMER 90705 188753 BANK OF NOVA SCOTIA 53254 56490 BERNSTEIN EMERGING MARKETS 47593 50933 BERNSTEIN INTERMEDIATE DURATIO 263969 257804 BERNSTEIN INTERNATIONAL PORTFO 190167 237745 BLACKROCK GNMA PORTFOLIO INSTI 130458 120888 DOMINION ENERGY INC 64001 124230 DOW INC 19679 27365 DU PONT DE NEMOURS 13241 19196 EXXON MOBIL CORP 1305 69780 FIRST TRUST MLP AND ENERGY INC 60000 35820 GENERAL MOTORS CORP SR NTS - 7 1374 GENERAL MOTORS CORP SR NTS 1832 GLAXOSMITHKLINE PLC 43789 46990 INTEL CORP 37624 119700 INTERNATIONAL BUSINESS MACHINE 7586 67020 ISHARES IBOXX $ INVESTMENT GRA 6895 7294 ISHARES JP MORGAN USD EM MKTS 8475 8477 IVY SCIENCE AND TECHNOLOGY 59984 156397 JOHNSON & JOHNSON 18625 145870 KIMBERLY CLARK CORP 75543 89408 MFS MUNICIPAL HIGH INCOME CL A 124909 131711 NATIONAL RETAIL PROPERTIES INC 34159 53620 NOVARTIS AG ADR 48874 94690 PEPSICO INC 37912 61502 PROCTER GAMBLE CO 61584 93675 ROYAL DUTCH SHEL PLC SPONS ADR 64461 59970 SANFORD C BERNSTEIN FD, INC OV 272742 291815 SANFORD C. BERNSTEIN FD, INC. 68981 70942 UNILEVER PLC AMER 73562 100048 UNION PACIFIC 2897 144632 VANGUARD CHARLOTTE INTL BD IDX 7214 7469 VANGUARD DIVIDEND APPRECIATION 24030 30542 VANGUARD FTSE DEVELOPED MARKET 21493 23087 VANGUARD FTSE EMERGING MARKETS 34395 37355 VANGUARD HIGH DIV YIELD 8918 9558 VANGUARD INTERMEDIATE-TERM COR 6633 7047 VANGUARD INTERNATIONAL GROWTH 21147 22306 VANGUARD S&P 500 ETF 26369 29284 VANGUARD SF REIT ETF 33726 37302 VANGUARD TOTAL STOCK MARKET ET 21974 28797 VERIZON COMMUNICATIONS 58088 111380 5200 5014 BROWN ADV PRIVATE EQ PTNS VII 8158 50000 BROWN ADV PRIVATE INC PTNS I T 8514 50000 PRI - CHILDRENS THEATRE LOAN 38000 38000 Administrative Fees 20457 20457 Bank Charges 524 524 K-1 Exp BROWN ADV PRIVATE EQ P 700 700 K-1 Exp BROWN ADV PRIVATE INC 37 37 Office Supplies 118 118 Postage/Delivery Service 166 166 INDEMNIFICATION INSURANCE 501 501 K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLLP 20 26 K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP 163 163 Class Action Lawsuit Proceeds 33 33 Federal Tax Refund 2927 Foreign Currency Loss -9639 -9639 Interest Income from Notes 23828 23828 credit card points income 226 226 HEALTH INFORMATION SYSTEM PROGRAMS SA NONE 100000 50000 2012-12 2020-12 INTEREST QUARTERLY; PRINCIPAL UPON MATURITY 7.5 NONE INVESTMENT CASH CASH CASH CASH CASH CASH 50000 IMPACT ASSETS (BETHESDA MARYLAND) NONE 50000 50000 2016-12 INTEREST RATE COMPUTED ANNUALLY 4. NONE INVESTMENT CASH CASH CASH CASH CASH CASH 50000 ROOT CAPITAL INC NONE 125000 2013-12 2023-12 INTEREST SEMI-ANNUALLY, PRINCIPAL UPON MATURITY 2.75 NONE INVESTMENT CASH CASH CASH CASH CASH CASH 125000 THE CONTACT FUND LLC NONE 75000 75000 2018-10 2022-09 INTEREST ANNUALLY; PRINCIPAL UPON MATURITY 3.75 NONE INVESTMENT CASH CASH CASH CASH CASH CASH 75000 ESSENTIAL CAPITAL CONSORTIUM BV NONE 19418 2014-12 2020-01 INTEREST SEMI-ANNUALLY; PRINCIPAL UPON MATURITY 4. NONE INVESTMENT CASH CASH CASH CASH CASH CASH 19418 GLOBAL SUN PARTNERS NONE 100000 100000 2010-11 2018-12 INTEREST QUARTERLY; PRINCIPAL UPON MATURITY 8. NONE SOLAR ENERGY PROJECT CASH CASH CASH CASH CASH CASH 60000 Investment Management Services 7215 7215 990-PF Estimated Tax for 2019 2900 990-PF Extension for 2018 3452 Foreign Tax Paid 1387 1387