BENDER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BENDER FOUNDATION INC (EIN 52-6054193)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349101371
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T10:15:22-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 900 | 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 | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | 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 | 2019-11-15 | IPDt |
| IP Tm | 10:15:18 | 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 | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,595,429 | 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 | $135,496 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $135,496 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,380,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,380,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,153,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,271,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,153,420 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,975,506 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,988,370 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,644,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,657,431 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $194,973 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $87,738 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $107,235 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $118,128 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $53,158 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,764 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,510 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,315 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,845 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $339,179 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,904 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $148,275 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $149,601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,185 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,645 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $904,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $405,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $350,929 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,152,054 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,152,054 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,056,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $405,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,502,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $587,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,251,486 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $323,865 | CashBOYAmt |
| Cash EOY | $426,962 | CashEOYAmt |
| Cash EOYFMV | $426,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,121,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $915,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $915,338 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $42,278,147 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $43,587,578 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $42,278,147 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $42,278,147 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $52,264,205 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,338,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,338,070 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,524,441 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,430,158 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,430,158 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,602,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,954,477 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,954,477 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $805,711 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,252,277 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,252,277 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $142,229,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,595,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,595,429 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $96,266 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $61,060 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $96,266 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,060 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $142,133,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $132,534,369 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,133,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,534,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,229,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,595,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,133,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $587,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $142,720,891 | SubtotalAmt |
| Other Decreases | $10,186,522 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,534,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH # 02038 | P | $35,495 | $36,055 | -$560 | -$560 |
| MERRILL LYNCH # 02038 | P | $538,313 | $544,698 | -$6,385 | -$6,385 |
| VANGUARD | P | $31,557 | $34,417 | -$2,860 | -$2,860 |
| VANGUARD | P | $558,684 | $603,130 | -$44,446 | -$44,446 |
| MERRILL LYNCH # 02773 | P | $505,029 | $512,517 | -$7,488 | -$7,488 |
| MERRILL LYNCH # 02773 | P | $969,891 | $1,003,319 | -$33,428 | -$33,428 |
| MERRILL LYNCH # 02044 | P | $536,934 | $541,476 | -$4,542 | -$4,542 |
| PARTNERSHIP INVESTMENTS K-1 | P | $157,277 | $157,277 | ||
| CAPITAL GAINS DIVIDENDS | P | $3,095,852 | $3,095,852 | $3,095,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,153,420 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,383,049 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,891,024 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,238,127 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,972,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050983 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,400,264 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $59,468,717 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057177 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,001,609 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $57,754,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051972 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,693,558 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,335,018 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050503 | DistributionYr5Rt |
| Total Distribution | 0.262668 | TotalDistributionRt |
| Average Distribution | 0.052534 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $132,755,075 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,974,155 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $72,515 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,046,670 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,502,983 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145,030 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $145,030 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $145,030 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $75,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,747 | EsPenaltyAmt |
| Tax Due | $73,777 | TaxDueAmt |
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 (7 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 | $163,973 | $41,713 | $0 |
| DAVID S BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $6,000 | $0 | $0 |
| BARBARA A BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $9,000 | $46,462 | $0 |
| NANETTE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $6,000 | $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 | $4,000 | $0 | $0 |
| JENA RILEY | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $4,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTENTIONAL PHILANTHROPY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $146,775 | 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 | $90,060,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $965,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,751,114 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $134,776,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $134,776,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,021,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $132,755,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,637,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,637,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145,030 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,861 | IncomeTaxAmt |
| Total Tax | $146,891 | TotalTaxAmt |
| Distributable Before Adj | $6,490,863 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,490,863 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,490,863 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,502,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,502,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,502,983 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,490,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $152,817 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $472,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $224,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $434,978 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,336,071 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,502,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,490,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,120 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,348,191 | 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 | $51,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,296,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $152,817 | ExcessFromYear4Amt |
| Excess From Year3 | $472,352 | ExcessFromYear3Amt |
| Excess From Year2 | $224,015 | ExcessFromYear2Amt |
| Excess From Year1 | $434,978 | ExcessFromYear1Amt |
| Excess From Current Year | $12,120 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 | $5,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC CHARITY | HEART WALK | $51,855 |
| ANIMAL HAVEN | ||||||
| 200 CENTRE STREET | NEW YORK | NY | 10013 | PUBLIC CHARITY | ANIMAL GALA | $5,000 |
| ANIMAL HAVEN | ||||||
| 200 CENTRE STREET | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| ATHLETES FOR HOPE | ||||||
| 7900 TYSONS ONE PLACE SUITE 470 | TYSONS CORNER | CO | 22102 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| ATHLETES UNITED FOR SOCIAL JUSTICE | ||||||
| 740 15TH ST NW 3RD FLOOR | WASHINGTON | MD | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $75,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | BENDER-DOSIK PARENTING CENTER | $50,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER ECC | $250,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | RENOVATION OF BLDG. | $1,500,000 |
| BETHESDA CHEVY-CHASE RESCUE SQUAD | ||||||
| 5020 BATTERY LN | BETHESDA | DC | 20814 | PUBLIC CHARITY | NEW STATE OF THE ART AMBULANCE | $100,000 |
| BETHESDA GREEN | ||||||
| 4825 CORDELL AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | 2018 GALA | $5,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 4000 BLACKBURN LN 260 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | BRANCHING OUT GALA | $20,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 4000 BLACKBURN LN 260 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $30,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | DC | 20852 | PUBLIC CHARITY | ATHLETIC DEPT SUPPORT | $80,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | NY | 20852 | PUBLIC CHARITY | BLDG FUTURE ENDOWMENT CAMPAIGN | $60,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | SOLAR SPONSOR EVENT | $10,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | CHILDREN'S BALL AS CHAMPION SPONSORS | $25,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | HEARTSONGS LUNCHEON DONATION | $20,000 |
| CITY DANCE ESSEMBLE INC | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | NY | 20852 | PUBLIC CHARITY | DREAMSCAPE ANNUAL GALA | $10,000 |
| COLLEGE TRACKS | ||||||
| 112 LINDEN ST | OAKLAND | CA | 95607 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| COLORADO STATE UNIVERSITY | ||||||
| COLORADO STATE UNIVERSITY | FORT COLLINS | CO | 80523 | PUBLIC CHARITY | TEMPLE GRANDIN EQUINE CENTER | $250,000 |
| ERIC MONDAY FOUNDATION | ||||||
| PO 2342 BOX | VIENNA | DC | 22183 | PUBLIC CHARITY | DONATION MELEE TIL MIDNIGHT | $1,500 |
| FOOD AND FRIENDS | ||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | PUBLIC CHARITY | CHEFS BEST | $5,000 |
| HIGHER ACHIEVEMENT | ||||||
| 1750 COLUMBIA ROAD NW | WASHINGTON | CO | 20009 | PUBLIC CHARITY | 2018 GOING PLACES GALA | $15,000 |
| HOPE AND A HOME | ||||||
| 1236 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | HIGHER EDUCATION FOR ALL PROGRAMS | $20,000 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE201 | WASHINGTON | DC | 20007 | PUBLIC CHARITY | NATIONAL EXPANSION | $146,250 |
| IMAGINATION STAGE | ||||||
| 4908 AUBURN AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | LEARNING THROUGH THEATRE | $60,000 |
| JEWISH COALITION AGAINST DOMESTIC ABUSE | ||||||
| 143 ROLLINS AVE | ROCKVILLE | MD | 20847 | PUBLIC CHARITY | GENERAL SUPPORT SUPPORT | $5,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH NW SUITE801 | WASHINGTON | VA | 20036 | PUBLIC CHARITY | YOUNG WOMEN'S LEADERSHIP NETWORK | $320,000 |
| JUVENILE DIABETES FOUNDATION | ||||||
| 891 ELKRIDGE LANDING RD 150 | LINTHICUM HEIGHTS | MD | 20190 | PUBLIC CHARITY | HOPE GALA | $10,000 |
| KENNEDY CENTER | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | FOR THE PERFORMING ARTS EDUCATION PROGRAM | $25,000 |
| KIDS ENJOY EXERCISE NOW | ||||||
| 1900 K STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 |
| KNOCK-OUT-ABUSE | ||||||
| 1600 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | SPONSOR | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | LEUKEMIA BALL | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | GRAND FINALE GALA | $11,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE200 | RYE BROOK | DC | 10573 | PUBLIC CHARITY | LIGHT THE NIGHT WALK | $5,000 |
| LEVELING THE PLAYING FIELD | ||||||
| 9170 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| MARATHON KIDS | ||||||
| PO BOX 41317 | AUSTIN TX | TX | 78704 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| MEDSTAR WASHINGTON HOSPITAL CENTER | ||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL | $250,000 |
| NATIONAL BUILDING MUSEUM | ||||||
| 3001 CONNECTICUT AVE NW | WASHINGTON | MD | 20008 | PUBLIC CHARITY | SUSTAINER LEVEL | $15,000 |
| REACH EDUCATION INC | ||||||
| 10105 REPRISE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| ROCK AND ROLL FOR CHILDREN FOUNDATION | ||||||
| 17620-B REDLAND RD | ROCKVILLE | MD | 20855 | PUBLIC CHARITY | 2017 ROCK N ROLL BASH | $15,000 |
| 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 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | US HOLOCOST MUSEUM TRIBUTE DINNER | $25,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | MD | 20024 | PUBLIC CHARITY | SULAM | $5,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | JFGH ANNUAL CAMPAIGN | $10,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | JEWISH FOUNDATION | $35,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | BENDER JCC | $12,800 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | JEWISH FEDERATION AJC | $60,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | ANTI-DEFANATUIB LEAGUE | $300,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | HEBREW HOME OF GREATER WASHINGTON | $6,000 |
| 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 | $20,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER EMERGENCY DEPT | $250,000 |
| THE DIENER SCHOOL | ||||||
| 11510 FALLS RD | POTOMAC | MD | 20854 | PUBLIC CHARITY | LIGHTS, CAMERA, ACTION | $5,000 |
| 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 WISCONSIN | ||||||
| UNIVERSITY OF WISCONSIN | MADISON | WI | 53706 | PUBLIC CHARITY | WASHINGTON DC STUDENT SUCCESS FUND | $50,000 |
| VANGUARD CHARITABLE FUND | ||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250,000 |
| VOICES FOR CHILDREN MONTGOMERY COUNTY | ||||||
| 1010 GRANDIN AVE B-3 | ROCKVILLE | MD | 20851 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| WISCONSIN ALUMNI ASSOCIATION | ||||||
| 650 N LAKE ST | MADISON | WI | 53706 | PUBLIC CHARITY | ENRICHING ACADEMIC SCHOLARS | $50,000 |
| WOLF TRAP FOUNDATION | ||||||
| 1645 TRAP ROAD | VIENNA | DC | 22182 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| FRIENDSHIP CIRCLE INTERNATIONAL | ||||||
| 816 EASTERN PKWY | BROOKLYN | NY | 11213 | PUBLIC CHARITY | MIAMI FRIENDSHIP CIRCLE RACE | $1,750 |
| CENTER FOR INFANT & CHILD LOSS | ||||||
| 737 W LOMBARD ST | BALTIMORE | MD | 21201 | PUBLIC CHARITY | 20TH ANNUAL WALK/RUN FOR SIDS | $5,000 |
| THE FOXIE G FOUNDATION | ||||||
| 14024 NEW WINDSOR RD 7838 | UNION BRIDGE | MD | 21791 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| SPIRIT CLUB FOUNDATION | ||||||
| 10417-B KENSINGTON PKWY | KENSINGTON | MD | 20895 | PUBLIC CHARITY | DONATION ONLY | $6,000 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||
| 57 W 57TH ST SUITE 904 | NEW YORK | NY | 10019 | PUBLIC CHARITY | GREAT LADIES LUNCHEON | $5,000 |
| SUNFLOWER BAKERY | ||||||
| ADDRESS6101 EXECUTIVE BLVD 115 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | DONATION ONLY | $1,800 |
| ASSOCIATION FOR SAFE INTERN'L ROAD TRAVEL | ||||||
| 11769 GAINSBOROUGH ROAD | POTOMAC | MD | 20854 | PUBLIC CHARITY | DONATION ONLY | $5,000 |
| 2UNSTOPPABLE | ||||||
| 7525 MARC DR | FALLS CHURCH | VA | 22042 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| WRAG NONPROFIT MONTGOMERY | ||||||
| 6010 EXECUTIVE BLVD SUITE 200 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | MONTGOMERY MOVING FORWARD | $5,000 |
| SUNFLOWER BAKERY | ||||||
| ADDRESS6101 EXECUTIVE BLVD 115 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| THE JEWISH HISTORICAL SOCIETY | ||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PUBLIC CHARITY | DONATION ONLY | $5,000 |
| BIKE TO THE EACH INC | ||||||
| 1990 K ST NW | WASHINGTON | DC | 20008 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| CITYDANCE ESSEMBLE INC | ||||||
| 4000 ALBEMARLE ST NW STE 304 | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| SIBLEY MEMORIAL FOUNDATION | ||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | WOMEN'S GYNECOLOGIC HEALTH LUNCHEON | $5,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||
| 6101 EXECUTIVE BLVD 100 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | NEXT GEN. PHILANTRROPY PROGRAM | $20,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||
| 6101 EXECUTIVE BLVD 100 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | PJ LIBRARY PROGRAM | $10,000 |
| EAGLEBANK FOUNDATION | ||||||
| 12505 PARK POTOMAC AVE | POTOMAC | MD | 20832 | PUBLIC CHARITY | DONATION ONLY | $3,000 |
| BURTONSVILLE ATHLETIC ASSOCIATION | ||||||
| 14800 PERRYWOOD DR | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | COOPERSTOWN DREAM TOURNAMENT | $2,500 |
| KABOOM | ||||||
| 4301 CONNECTICUT AVE NW ML-1 | WASHINGTON | DC | 20008 | PUBLIC CHARITY | 2017 KABOOM BUILD COLORADO | $22,000 |
| JESS SHER | ||||||
| 1101 17TH STREET NW SUITE 200 | WASINGTON | DC | 20036 | PUBLIC CHARITY | NEXT GENERATION FORUM | $750 |
| COLORECTAL CANCER ALLIANCE | ||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASINGTON | DC | 20005 | PUBLIC CHARITY | BLUE HOPE BASH AS GOLD SPONSOR | $10,000 |
| DISTRICT ALLIANCE FOR SAFE HOUSING | ||||||
| PO BOX 91730 | WASINGTON | DC | 20090 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| SEQUIA SPRINGS TRAUMA HEALING CENTER | ||||||
| 2055 N KOLB SUITE 121 | TUCSON | AZ | 85715 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| CDSPG | ||||||
| PO BOX 20127 | BALTIMORE | MD | 21286 | PUBLIC CHARITY | WALKERS TEAM DIAMOND | $500 |
| KABOOM | ||||||
| 4301 CONNECTICUT AVE NW ML-1 | WASHINGTON | DC | 20008 | PUBLIC CHARITY | 2018 KABOOM BUILD COLORADO | $49 |
| JEWISH WOMENS RENAISSANCE PROJECT | ||||||
| 400 I ST SW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | DONATION ONLY | $1,800 |
| HOMELESS CHILDREN'S PLAYTIME PROJECT | ||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| KOA SPORTS LEAGUE INC | ||||||
| 4960 BOILING BROOK PKWY | NORTH BETHESDA | DC | 20832 | PUBLIC CHARITY | PLAY IT FORWARD SCHOLARSHIP FUND | $25,000 |
| THE NATIONAL THEATRE | ||||||
| 1321 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | ANNUAL MEMBERSHIP | $1,500 |
| WORLDDANCE THEATER | ||||||
| 43-18 42 ST 2R | SUNNYSIDE | NY | 11104 | PUBLIC CHARITY | DONATION ONLY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,152,054 | 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 | $135,496 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,380,145 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,864 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,962,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,153,420 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,864 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,631,703 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,644,567 | 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 | $13,260 | Amt |
| Net Investment Income | $3,315 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,845 | 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 | $55,049 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NA | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 02/23/18, 07/17/18, 11/21/18, AND 12/12/18 | DatesOfReportsByGranteeTxt |
| Verification | 2018-11-29 | VerificationDt |
| Results Of Verification | VERIFICATION WAS COMPLETED AND NO EXPENDITURES WERE MADE FOR NONCHARITABLE PURPOSES. | 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 (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARBOR BOND FUND | $5,451,957 | $5,451,957 |
| VANGUARD CONVERTIBLE | $2,978,201 | $2,978,201 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST EAGLE FUNDS | $3,224,331 | $3,224,331 |
| OWL ROCK CAP CORP | $600,450 | $600,450 |
| MERRILL LYNCH-PRITSIOS | $1,372,879 | $1,372,879 |
| MERRILL LYNCH-DOLAN | $3,184,867 | $3,184,867 |
| MERRILL LYNCH-BLACKROCK | $3,558,165 | $3,558,165 |
| TWEEDY BROWNE GLOBAL VALUE | $3,140,297 | $3,140,297 |
| TWEEDY BROWNE HY DIV | $1,441,569 | $1,441,569 |
| VANGUARD DIVIDEND GROWTH | $2,475,527 | $2,475,527 |
| VANGUARD EMERGING MKTS | $2,973,058 | $2,973,058 |
| VANGUARD EQUITY INCOME FUND | $2,592,851 | $2,592,851 |
| VANGUARD EUROPEAN STOCK | $1,869,021 | $1,869,021 |
| VANGUARD HIGH YIELD CORP | $4,525,867 | $4,525,867 |
| VANGUARD INTER TERM INV | $4,728,306 | $4,728,306 |
| VANGUARD TOTAL STK | $5,510,937 | $5,510,937 |
| VANGUARD DEV MKTS INDEX | $2,229,909 | $2,229,909 |
| VANGUARD REIT INDEX | $2,427,326 | $2,427,326 |
| VANGUARD SHORT-TERM INVESTMENT | $2,530,309 | $2,530,309 |
| FORTIVE | $582,386 | $582,386 |
| WELLS FARGO PFD STK | $370,015 | $370,015 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALCENTRA | FMV | $381,562 | $381,562 |
| BLUESTONE INVESTMENT PARTNERS | FMV | $16,563 | $16,563 |
| CAPITAL BANK CONVERTIBLE DEBT | FMV | $1,901,682 | $1,901,682 |
| ESCHATON OPPORTUNITY FUND-CAPITAL BANK | FMV | $2,380,949 | $2,380,949 |
| ISRAEL BONDS | FMV | $1,000,000 | $1,000,000 |
| MATTHEWS ASIA G&I | FMV | $1,968,377 | $1,968,377 |
| OAKMARK INT'L | FMV | $1,776,068 | $1,776,068 |
| PCI MUNITRUST | FMV | $2,549 | $2,549 |
| PIMCO TOTAL RETURN FUND | FMV | $1,508,888 | $1,508,888 |
| HILLTOP PLAZA | FMV | $487,288 | $487,288 |
| CAMBER CREEK | FMV | $128,750 | $128,750 |
| JBGSMITH PROPERTIES | FMV | $128,344 | $128,344 |
| BLACKSTONE ALT SOL | FMV | $519,375 | $519,375 |
| BAIN CAPITAL | FMV | $616,815 | $616,815 |
| HILLTOP OUTPARCEL LLC | FMV | $13,352 | $13,352 |
| PRUDENT CAPITAL II LP | FMV | $10,297 | $10,297 |
| SCHWAB FUND US LARGE | FMV | $6,615,146 | $6,615,146 |
| SEQUOIA FUND | FMV | $4,131,702 | $4,131,702 |
| URBAN EDGE PROPERTIES | FMV | $61,278 | $61,278 |
| VORNADO REALTY LP | FMV | $457,470 | $457,470 |
| WEST CREEK PARTNERS | FMV | $638,388 | $638,388 |
| YACHTMAN FUND | FMV | $3,039,806 | $3,039,806 |
| VANGUARD - DANAHER CORP | FMV | $1,992,549 | $1,992,549 |
| BLACKSTONE ALT SOL IV | FMV | $102,500 | $102,500 |
| CARLYLE BUYOUT II | FMV | $13,750 | $13,750 |
| BLUESTONE INVESTMENT PARTNERS II | FMV | $50,000 | $50,000 |
| ENERGY TRANSFER OPERATING | FMV | $5,608 | $5,608 |
| COMPASS DIVERSIFIED HOLDINGS | FMV | $5,421 | $5,421 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $9,510 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,510 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE RECEIVABLE | $799,251 | $837,251 | $837,251 |
| PREPAID INCOME TAXES | $6,460 | $4,599 | $4,599 |
| INTEREST RECEIVABLE | $410,427 | $410,427 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $10,186,522 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSPORTATION | $15,231 | $0 | $15,231 |
| DUES & SUBSCRIPTION | $750 | $0 | $750 |
| OFFICE EXPENSE | $25,290 | $0 | $25,290 |
| BROKERAGE MANAGEMENT FEES | $27,601 | $27,601 | $0 |
| TELEPHONE | $1,583 | $0 | $1,583 |
| PARTNERSHIP INVESTMENT K-1 | $5,199 | $0 | $0 |
| BANK FEES | $44 | $44 | $0 |
| INSURANCE | $4,446 | $0 | $4,446 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $6,135 | $6,135 | $6,135 |
| NOTE RECEIVABLE INTEREST | $2,059,054 | $2,059,054 | $2,059,054 |
| PARTNERSHIP INVESTMENTS K-1 | -$102,547 | -$76,819 | -$102,547 |
| PARTNERSHIP INVESTMENTS K-1 UBI | $12,864 | $0 | $12,864 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES K-1 | $190,904 | $190,904 | $0 |
| CONSULTING FEES | $148,275 | $0 | $148,275 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $39,271 | $39,271 | $0 |
| FEDERAL EXCISE TAXES | $106,416 | $0 | $0 |
| PARTNERSHIP INVESTMENT FOREIGN TAXES | $3,914 | $3,914 | $0 |