ENGLAND FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ENGLAND FAMILY FOUNDATION INC (EIN 52-1691418)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349103230
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T18:40:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521691418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGLAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGL | BusinessNameControlTxt |
| Phone | 3013270030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 HAMPDEN LANE 233 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ENGLAND JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2402350988 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $97,223,442 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,089 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,665,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,665,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,842,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,402,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,842,576 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,242 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,145 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,587,722 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,580,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $215,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $215,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $108,558 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $108,558 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,573 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,573 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,084 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,958 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $512,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $496,616 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,184 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13,176 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,176 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,074 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,517 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $36,219 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,219 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,233 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,233 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156,981 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115,346 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,235,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $712,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $578,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,916,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,916,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,152,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $712,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,494,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,435,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,867,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,897,614 | CashBOYAmt |
| Cash EOY | $8,413,216 | CashEOYAmt |
| Cash EOYFMV | $8,413,216 | CashEOYFMVAmt |
| Corporate Stock BOY | $71,420,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,528,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,528,217 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,685,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,282,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,282,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $89,003,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,223,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,223,442 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,170 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,227 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,066 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,293 | 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 | $88,994,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $97,210,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,994,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,210,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,003,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,223,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,994,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,435,715 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,785,237 | OtherIncreasesAmt |
| Subtotal | $97,215,152 | SubtotalAmt |
| Other Decreases | $5,003 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,210,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,624,467 | $3,559,976 | $4,064,491 | $4,064,491 |
| CAPITAL GAINS DIVIDENDS | P | $1,778,085 | $1,778,085 | $1,778,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,842,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,573 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $77,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $103,573 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $135 | EsPenaltyAmt |
| Overpayment | $7,975 | OverpaymentAmt |
| Applied To ES Tax | $7,975 | 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 | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRF CPAS & ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD ENGLAND JR | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| JOAN NONIE ENGLAND AKMAN | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| SARA AKMAN LANGE | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JONATHAN AKMAN | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | TREASURER | 2.00 | $0 | $0 | $0 |
| ERIN GISTARO AKMAN | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HANNAH HAHN | ||||||||
| 4800 HAMPDEN LANE SUITE 233 | BETHESDA | MD | 20814 | EXECUTIVE DIRECTOR | 40.00 | $215,000 | $20,730 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXIS CONNOLLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 HAMPDEN LANE SUITE 233 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FINANCE & OPERATIONS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,481 | CompensationAmt |
| Employee Benefits | $30,332 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT | |||||
| 106 HARRISON ST SE | LEESBURG | VA | 20175 | INVESTMENT MANAGEMENT | $277,116 |
| ALEX BROWN | |||||
| 801 17TH ST NW | WASHINGTON | DC | 20006 | INVESTMENT MANAGEMENT | $70,747 |
| WILMINGTON TRUST | |||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 19890 | INVESTMENT MANAGEMENT | $65,625 |
| FLUX LABS INC | |||||
| PO BOX 92141 | LAS VEGAS | NV | 89193 | SOFTWARE LICENSE & SUPPORT | $65,000 |
| GRF CPAS & ADVISORS | |||||
| 4330 MONTGOMERY AVE SUITE 800N | BETHESDA | MD | 20814 | ACCOUNTING & TAX SUPPORT | $57,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $75,249,332 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,860,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,897,535 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,006,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,006,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,425,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,581,772 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,679,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,679,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95,463 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,813 | IncomeTaxAmt |
| Total Tax | $97,276 | TotalTaxAmt |
| Distributable Before Adj | $4,581,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,581,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,581,813 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,494,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,494,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,581,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $192,191 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,481 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $222,672 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,494,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,494,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $86,968 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $86,968 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $135,704 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $135,704 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105,223 | ExcessFromYear4Amt |
| Excess From Year3 | $30,481 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD ENGLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 HAMPDEN LANE SUITE 233 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3013270030 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING; INCLUDE AN ANNUAL REPORT, A COPY OF THE IRS DETERMINATION LETTER AND ANY OTHER LITERATURE/INFORMATION RELATED TO THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FALL AND SPRING | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL TAX-EXEMPT PURPOSES; THE ORGANIZATION MUST BE ORGANIZED IN THE US OR ANY OF ITS POSSESSIONS, AND ANY GRANTS OR GIFTS TO THE ORGANIZATION MUST BE USED WITHIN THE US OR ANY OF ITS POSSESSIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS | ||||||||
| 3840 WEST EAU GALLIE BLVD SUITE 104 | MELBOURNE | FL | 32934 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| AMAF | ||||||||
| 2208 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE GAZA EMERGENCY RELIEF | ||||||||
| 1100 G STREET NORTHWEST SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 300 M STREET SE SUITE 803 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 955 INSPIRATION PLACE | REDDING | CA | 96003 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 7200 WISCONSIN AVENUE SUITE 500 | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $65,000 | |
| AMICA CENTER FOR IMMIGRANT RIGHTS | ||||||||
| 1700 PINE STREET SUITE 210 | REDDING | CA | 96001 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ANACOSTIA WATERSHED SOCIETY | ||||||||
| 13 CHURCH HILL RD | NEWTON | CT | 06470 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 1328 FLORIDA AVE NW 2ND FLOOR | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $106,756 | |
| AVODAH | ||||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| AYUDA | ||||||||
| 1700 KALORAMA RD SUITE 101 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| BALLET HISPANICO | ||||||||
| 600 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $27,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | PC | GENERAL OPERATING SUPPORT | $32,500 | |
| BREAD FOR THE CITY | ||||||||
| 4 STARLIGHT | IRVINE | CA | 92603 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NONE | PC | GENERAL OPERATING SUPPORT | $266,347 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CAPITAL CITY PUBLIC CHARTER SCHOOL | ||||||||
| 3480 BUSKIRK AVE 340 | PLEASANT HILL | CA | 94523 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||||
| 80 M STREET SE SUITE 100 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CENTER FOR GUN VIOLENCE SOLUTIONS | ||||||||
| 3571 FAR WEST BLD 3497 | AUSTIN | TX | 78731 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| CENTER FOR INSPIRED TEACHING | ||||||||
| 7979 OLD GEORGETOWN RD FIRST FLOOR | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | FIRST FLOOR |
| CENTER FOR TECHNOLOGY AND CIVIC LIFE | ||||||||
| 240 E GOWEN AVENUE | PHILADELPHIA | PA | 19119 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHANGING PERCEPTIONS | ||||||||
| 1200 U ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 4000 ALBEMARLE ST NW SUITE 304 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHILDREN'S LAW CENTER | ||||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CITYDANCE | ||||||||
| 800 WASHINGTON ST 231 | BOSTON | MA | 02111 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| CITYSCHOOLS COLLABORATIVE | ||||||||
| 1555 POYDRAS ST SUITE 1000 | NEW ORLEANS | LA | 70112 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COLLEGE OF CHARLESTON | ||||||||
| 4340 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20008 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | 345 |
| DC COLLEGE SUCCESS FOUNDATION | ||||||||
| 100 RAOUL WALLENBERG PLAZA SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 220 ARCH ST 13TH FL | BALTIMORE | MD | 21201 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMMUNITY MEDIATION DC | ||||||||
| 1001 EMMET ST N | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| COMMUNITY OF HOPE | ||||||||
| 1227 42ND STREET SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COMMUNITY SERVINGS | ||||||||
| 655 NEW YORK AVE NW 6TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| COMPASS PRO BONO | ||||||||
| 8720 GEORGIA AVE SUITE 705 | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COUNCIL FOR COURT EXCELLENCE | ||||||||
| 200 MASSACHUSETTS AVE NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CRITICAL EXPOSURE | ||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 501 3RD STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DC ACTION | ||||||||
| 4000 ALBEMARLE ST NW SUITE 304 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| DC CENTRAL KITCHEN | ||||||||
| 4000 ALBEMARLE ST NW SUITE 304 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $144,932 | |
| DC JUSTICE LAB | ||||||||
| 650 MASSACHUSETTS AVE NW SUITE 600 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DC PUBLIC EDUCATION FUND | ||||||||
| 1805 7TH STREET NW 500 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $107,152 | |
| DC SCORES | ||||||||
| 66 GEORGE ST | CHARLESTON | SC | 29424 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| EDLAVITCH DC JEWISH COMMUNITY CENTER | ||||||||
| 805 15TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| EDUCATION FORWWARD DC | ||||||||
| 6955 WILLOW STREET NW 182 | WASHINGTON | DC | 20012 | NONE | PC | GENERAL OPERATING SUPPORT | $150,923 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 4 ATLANTIC ST SW | WASHINGTON | DC | 20032 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| FAIR CHANCE | ||||||||
| 179 AMORY ST | BOSTON | MA | 02130 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FLEISHER ART MEMORIAL | ||||||||
| 2000 PENNSYLVANIA AVE NW SUITE 7000 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FRANCIS SCOTT KEY ELEMENTARY SCHOOL PTO | ||||||||
| 999 E STREET NW SUITE 603 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FREE LIBRARY OF PHILADELPHIA | ||||||||
| 1816 12TH STREET NW 3RD FLOOR | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FREE MINDS BOOK CLUB & WRITING WORKSHOP | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| FRIENDS OF IMPJ (FISCAL AGENT FOR IRAC) | ||||||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| FRIENDS OF THE PUBLIC GARDEN | ||||||||
| 2121 FIRST ST SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| GIFFORDS LAW CENTER | ||||||||
| 2121 FIRST ST SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| GOOD SHEPHERD HOUSING | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GOODWILL OF GREATER WASHINGTON (NEW) | ||||||||
| 3407 14TH ST NW | WASHINGTON | DC | 20010 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE NATIONAL REENTRY NETWORK FOR RETURNING CITIZENS | ||||||||
| 1140 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | 1200 |
| HIGHER ACHIEVEMENT | ||||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HONEYMOON ISRAEL | ||||||||
| 650 MASSACHUSETTS AVE NW SUITE 600 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| HOPE CONNECTIONS FOR CANCER SUPPORT | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| HOPE FOUNDATION RE-ENTRY NETWORK | ||||||||
| 1775 EYE ST NW SUITE 1150 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HUNTINGTON THEATRE COMPANY INC | ||||||||
| 719 CATHARINE ST | PHILADELPHIA | PA | 19147 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| IMAGINATION STAGE | ||||||||
| 5001 DANA PLACE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| IMPACT JUSTICE | ||||||||
| 1901 VINE ST | PHILADELPHIA | PA | 19101 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| IONA SENIOR SERVICES | ||||||||
| 1816 12TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||
| 211 SOUTH SPALDING DR | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL OPERATING SUPPORT | $131,000 | |
| JEWISH SOCIAL SERVICE AGENCY | ||||||||
| 69 BEACON ST | BOSTON | MA | 02108 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| JEWS UNITED FOR JUSTICE | ||||||||
| 69 BEACON ST | BOSTON | MA | 02108 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| JOHN BURROUGHS SCHOOL | ||||||||
| 268 BUSH ST 555 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE KENNEDY CENTER | ||||||||
| 8253 BACKLICK ROAD SUITE L | LORTON | VA | 22079 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| JUVENILE LAW CENTER | ||||||||
| 1140 3RD STREET NW SUITE 350 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| LATIN AMERICAN YOUTH CENTER | ||||||||
| 1750 H STREET NW SUITE 800 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $65,000 | |
| LIFE PIECES TO MASTERPIECES | ||||||||
| 1750 H STREET NW SUITE 800 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $127,000 | |
| LILLIAN AND ALBERT SMALL CAPITAL JEWISH MUSEUM INC | ||||||||
| 317 8TH ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LISC DC | ||||||||
| 317 8TH ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LITERACY LAB | ||||||||
| 2406 MOUNT VERNON RD SUITE 130 | ATLANTA | GA | 30338 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 10100 LAUREATE WAY | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| MARTHA'S TABLE | ||||||||
| 10100 LAUREATE WAY | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $27,000 | |
| MARY'S CENTER | ||||||||
| 2952 2ND ST SE | WASHINGTON | DC | 20032 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL WISE CENTER | ||||||||
| 560 HARRISON AVENUE STE 504 | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MERIDIAN INTERNATIONAL CENTER | ||||||||
| 4908 AUBURN AVENUE | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| 2930 LAKESHORE AVENUE SUITE 300 | OAKLAND | CA | 94610 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MIRIAM'S KITCHEN | ||||||||
| 4125 ALBEMARLE STREET NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MONTGOMERY COUNTY FOOD COUNCIL | ||||||||
| 6101 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MONTGOMERY HOSPICE | ||||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| MULTICULTURAL CAREER INTERN PROGRAM | ||||||||
| PO BOX 41485 | WASHINGTON | DC | 20018 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| NAMI | ||||||||
| 755 SOUTH PRICE RD | ST LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1800 JFK BLVD 1900B | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NEED IN DEED | ||||||||
| 1419 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NEW VENTURE FUND | ||||||||
| 1419 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| NO DOG LEFT BEHIND | ||||||||
| 5600 EADS STREET NE 4TH FL | WASHINGTON | DC | 20019 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ONE WORLD EDUCATION | ||||||||
| 5600 EADS STREET NE 4TH FL | WASHINGTON | DC | 20019 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| OPEN GOAL PROJECT | ||||||||
| 5600 EADS STREET NE 4TH FL | WASHINGTON | DC | 20019 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| PAVE | ||||||||
| 1319 F STREET NW 810 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PEACE FOR DC | ||||||||
| 1825 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $106,730 | |
| PEACE PLAYERS INTERNATIONAL | ||||||||
| 1400 16TH NW STE 410 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PETEY AND FURENDS | ||||||||
| WALL STREET PLAZA 88 PINE ST SUITE | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | 2400 |
| THE PHILADELPHIA ORCHESTRA | ||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| PLANNED PARENTHOOD OF MASSACHUSETTS | ||||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC | ||||||||
| 3800 RESERVOIR RD NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING SUPPORT | $156,000 | |
| POSSE FOUNDATION | ||||||||
| 1630 CRESCENT PL NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| PREECLAMPSIA FOUNDATION | ||||||||
| 111 WEST 33RD ST 10TH FL | NY | NY | 10120 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PROJECT CREATE | ||||||||
| 111 WEST 33RD ST 10TH FL | NY | NY | 10120 | NONE | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| PROJECT ON GOVERNMENT OVERSIGHT | ||||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| REACH | ||||||||
| 4825 CORDELL AVENUE SUITE 204 | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REDDING SCHOOL OF THE ARTS | ||||||||
| PHILANTHROPY DEPARTMENT 700 KING | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | FARM BOULEVARD SUITE 400 |
| ROCK CREEK CONSERVATORY | ||||||||
| PHILANTHROPY DEPARTMENT 700 KING | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | FARM BOULEVARD SUITE 400 |
| THE ROTARY CLUB OF REDDING CHARITABLE FOUNDATION | ||||||||
| 3101 16TH STREET NW | WASHINGTON | DC | 20010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,500 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| SCHOOL JUSTICE PROJECT | ||||||||
| 9450 SW GEMINI DRIVE PMB16009 | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SIDWELL FRIENDS SCHOOL | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| SITAR ARTS CENTER | ||||||||
| 441 EAST HIGH STREET UNIT A | PHILADELPHIA | PA | 19144 | NONE | PC | GENERAL OPERATING SUPPORT | $133,250 | |
| SIXTH & I SYNAGOGUE | ||||||||
| 1828 L STREET NW 300-A | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SMITHSONIAN NATIONAL ZOOLOGICAL PARK | ||||||||
| 15 ALLEGHENY COUNTY AIRPORT | WEST MIFFLIN | PA | 15122 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOCIAL CAPITAL ACADEMY | ||||||||
| 1800 KENYON ST NW | WASHINGTON | DC | 20010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOCIAL GOOD FUND | ||||||||
| 1640 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SPEAKEASY STAGE INC | ||||||||
| 1616 P ST NW STE 120 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA INC | ||||||||
| 853 NEW JERSEY AVE SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| SPUR LOCAL | ||||||||
| 853 NEW JERSEY AVE SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE 19TH NEWS | ||||||||
| 1100 15TH STREET 4TH FL | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE BARKER ADOPTION FOUNDATION | ||||||||
| 13705 FRANKFORT COURT | ROCKVILLE | MD | 20853 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| THE BIG BACKYARD NURSERY SCHOOL | ||||||||
| 13705 FRANKFORT COURT | ROCKVILLE | MD | 20853 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||||
| 1 SOUTH BROAD ST 14TH FL | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE VIVA SCHOOL | ||||||||
| 7424 GREENVILLE AVE SUITE 5206 | DALLAS | TX | 75231 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| THE WASHINGTON BALLET | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING SUPPORT | $46,500 | |
| TUFTS MEDICAL CENTER | ||||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| TULANE UNIVERSITY | ||||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| TZEDEK DC | ||||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| UNITED STATES HOLOCAUST MEMORIAL COUNCIL | ||||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| UNIVERSITY OF MD - DEPT OF NEUROLOGY | ||||||||
| 1319 F STREET NW SUITE 604 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| 3840 WEST EAU GALLIE BLVD SUITE 104 | MELBOURNE | FL | 32934 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| THE WIRE | ||||||||
| 2208 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 2208 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| YACHAD | ||||||||
| 1100 G STREET NORTHWEST SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,916,090 | 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 | $37,089 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,665,815 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $35,145 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,842,576 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,587,722 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,587,722 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $57,084 | Amt |
| Net Investment Income | $39,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB #1810 | $7,926,494 | $7,926,494 |
| CHARLES SCHWAB #9485 | $30,797,509 | $30,797,509 |
| CPG ACTIVIST FUND (CS#2561) | $554,646 | $554,646 |
| CPG BROOKFIELD FUND (CS#2561) | $159,997 | $159,997 |
| CPG CARLYLE PRIVATE FUND (CS#2561) | $951,684 | $951,684 |
| DF DENT | $9,273,695 | $9,273,695 |
| LOOMIS SAYLES INVESTMENT | $3,092,857 | $3,092,857 |
| RAYMOND JAMES | $20,279,849 | $20,279,849 |
| TWEEDY BROWNE GLOBAL VALUE | $3,491,486 | $3,491,486 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERPRISE COMMUNITY | FMV | $300,000 | $300,000 |
| FEG PRIVATE OPP FUND | FMV | $487,155 | $487,155 |
| GOLDEN TREE DISTRESSED FUND III | FMV | $157,113 | $157,113 |
| GOLDEN TREE DISTRESSED CO-INVESTMENT FUND III | FMV | $146,006 | $146,006 |
| HILLSON PARTNERS LP | FMV | $2,343,511 | $2,343,511 |
| ICAPITAL BLACKSTONE (CS#2561) | FMV | $434,757 | $434,757 |
| ICAPITAL SLP VI AND SLA II ACCESS (CS#2561) | FMV | $502,182 | $502,182 |
| ISRAEL BONDS | FMV | $489,439 | $489,439 |
| NEXTGEN VENTURES FUND II | FMV | $542,644 | $542,644 |
| PINKARD FUND II | FMV | $48,631 | $48,631 |
| PINKARD FUND III | FMV | $235,283 | $235,283 |
| RETHINK IMPACT II | FMV | $253,642 | $253,642 |
| SWAN & LEGEND FUND 4 | FMV | $603,159 | $603,159 |
| TIFF DIVERSIFIED STRATEGY FUND | FMV | $2,357,701 | $2,357,701 |
| TIFF REAL ESTATE PARTNERS | FMV | $20,785 | $20,785 |
| VIKING PARTNERS IV | FMV | $214,281 | $214,281 |
| VIKING PARTNERS V | FMV | $32,148 | $32,148 |
| ICAPITAL BLUE OWL (CS#2561) | FMV | $1,519,634 | $1,519,634 |
| MCDF | FMV | $319,052 | $319,052 |
| FARRAGUT | FMV | $214,156 | $214,156 |
| OTTO LEARNING | FMV | $50,000 | $50,000 |
| GOLUB CAPITAL PRIVATE | FMV | $1,010,692 | $1,010,692 |
| RETHINK IMPACT III | FMV | $38 | $38 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REVALUE ASSETS TO FAIR MARKET VALUE | Desc |
| Amt | $5,003 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,902 | $0 | $3,902 |
| GIFTS | $101 | $0 | $101 |
| DUES & SUBSCRIPTIONS | $42,901 | $0 | $42,901 |
| OTHER BUSINESS EXPENSES | $16,742 | $0 | $16,742 |
| ADVERTISING & MARKETING | $5,000 | $0 | $5,000 |
| OFFICE EXPENSES | $46,700 | $0 | $46,700 |
| OTHER INVESTMENT EXPENSES | $101,337 | $156,981 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP ROYALTY INCOME | $35,145 | $35,145 | $35,145 |
| REFUND | $7,097 | $7,097 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $5,785,237 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAI CAPITAL SECONDARIES INFRASTRUCTURE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10,066 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $14,232 | $0 | $14,232 |
| PAYROLL FEES | $1,952 | $0 | $1,952 |
| INVESTMENT MANGEMENT FEES | $496,616 | $496,616 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $22,517 | $0 | $22,517 |
| FOREIGN TAXES | $1,434 | $1,434 | $0 |
| TAXES WITHHELD ON INVESTMENTS | $4,640 | $4,640 | $0 |