2019-10-25T08:20:54-05:00 2019-06-30 GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 990PF 2018-07-01 526078041 HOWARD AND GERALDINE POLINGER FAMILY FOUNDATION HOWA 2028886833 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 DAVID MARC POLINGER TREASURER 2028886833 2019-10-25 P00950491 6174267080 23.25.222.129 2019-10-25 09:20:31 ED P 5B3D71BBACE92868715BB195F778F580AE45542F 5B3D71BBACE92868715BB195F778F580AE45542F 2018 2019-02-21 02:37:17Z X 60715806 X 5415484 4831 4831 748926 748926 854570 5554221 854570 609562 605640 7633373 2213967 144000 0 144000 167371 0 167371 34279 0 34279 31974 7994 23981 192159 171226 20933 58472 0 0 62289 0 62289 8622 0 8622 106204 70059 36145 805370 249279 497620 2173500 2173500 2978870 249279 2671120 4654503 1964688 319510 100021 100021 293038 300495 300495 158891 302187 302187 16176579 4376363 4376363 911790 932387 932387 37190998 53672672 54690317 14036 14036 14036 55064842 59698161 60715806 0 0 X 0 0 0 0 55064842 59698161 55064842 59698161 55064842 59698161 55064842 4654503 124417 59843762 145601 59698161 JP MORGAN P 2018-06-03 2019-06-03 1454374 1424647 29727 29727 JP MORGAN P 2018-06-07 2019-06-07 873699 863219 10480 10480 KODIAK FUNDING, LP WRITE DOWN P 2018-06-30 2019-06-30 1128 1128 1128 MRA SCHWAB P 2017-12-28 2019-06-26 1070151 1107477 -37326 -37326 HAWTHORNE P 2018-05-31 2019-05-31 1759594 1304308 455286 455286 CAPITAL GAINS DIVIDENDS P 395275 395275 395275 854570 0 2704309 53073859 0.050954 2810670 48205816 0.058306 2314791 47825558 0.048401 2185829 47951919 0.045584 1996830 43317400 0.046098 0.249343 0.049869 55707626 2778084 19647 2797731 2671120 39294 0 39294 0 39294 45553 0 0 45553 0 6259 6259 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 1 0 0 1 POLINGERFOUNDATION.ORG GMA FOUNDATIONS 6174267080 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LORRE BETH POLINGER 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 PRESIDENT 5.00 0 0 0 ARNOLD LEE POLINGER 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 DAVID MARC POLINGER 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 TREASURER 1.00 0 0 0 ERICA PRESSMAN 1301 CONNECTICUT AVENUE NW WASHINGTON DC 200361877 SECRETARY/CHIEF EXEC OFFIC 32.00 144000 4185 0 JENNIFER ABRAMS 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 MOLLIE BARNATHAN 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 JAN POLINGER CHAVIS 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 CHARLIE POLINGER 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 STEVEN POLINGER 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 BECKY POLINGER 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 JULIE POLINGER 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 JOSHUA WERTLIEB 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 VICE PRESIDENT 1.00 0 0 0 MIRIAM NSIMBI 5530 WISCONSIN AVENUE SUITE 1000 CHEVY CHASE MD 20815 DIRECTOR 1.00 0 0 0 JULIA LIPTON 1301 CONNECTICUT AVENUE NW WASHINGTON DC 200361877 PROGRAM OFFICER 40.00 100588 2404 0 ELIZABETH SPAGNOLETTI-HECKER 1301 CONNECTICUT AVENUE NW WASHINGTON DC 200361877 GRANTS AND OPERATION 40.00 62450 1628 0 0 NONE 0 0 56144418 411547 0 56555965 0 0 56555965 848339 55707626 2785381 2785381 39294 39294 2746087 0 2746087 0 2746087 2671120 0 2671120 0 2671120 2746087 1733001 0 0 2671120 1733001 0 0 938119 0 0 0 0 0 0 0 0 1807968 0 0 0 X 350ORG 20 JAY ST STE 732 BROOKLYN NY 11201 NONE PC GENERAL OPERATING SUPPORT 14000 ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT STREET BOSTON MA 02111 NONE PC SUMMERWORKS PROGRAM 7500 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE PC GENERAL OPERATING SUPPORT 11500 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 E 42ND ST NEW YORK NY 10017 NONE PC UKRAIN CRISIS RELIEF, ROMANIAN FAMILY CAMPS, AND LEATID EUROPEAN CENTER 82500 ATLAS PERFORMING ARTS CENTER 1333 H ST NE WASHINGTON DC 20002 NONE PC INTERSECTIONS FESTIVAL 2020 25000 BENDER JEWISH COMMUNITY CENTER OF GREATER WASHINGTON 6125 MONTROSE ROAD ROCKVILLE MD 20852 NONE PC GENERAL OPERATING SUPPORT 5000 BETH JOSEPH CONGREGATION OF GREATER PHOENIX 515 EAST BETHANY HOME ROAD PHOENIX AZ 85012 NONE PC BUILDING CAMPAIGN 4000 BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 NONE PC ARTS4ALL AND ICAN TECHNICAL THEATER INTERNSHIP 90000 CAMERA PO BOX 35040 BOSTON MA 021350001 NONE PC GENERAL OPERATING SUPPORT 9500 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 NONE PC GENERAL OPERATING SUPPORT 4000 CHILDREN'S NATIONAL HEALTH SYSTEM 111 MICHIGAN AVE NW WASHINGTON DC 20010 NONE PC EARLY CHILDHOOD MENTAL HEALTH IN PRIMARY CARE 195000 CONGREGATION B'NAI TZEDEK 10621 SOUTH GLEN ROAD POTOMAC MD 20854 NONE PC GENERAL OPERATING SUPPORT 5000 DANCE PLACE 3225 8TH ST NE WASHINGTON DC 20017 NONE PC GENERAL OPERATING SUPPORT 100000 DC SCORES 1140 CONNECTICUT AVE NW STE 1200 WASHINGTON DC 20036 NONE PC GENERAL OPERATING SUPPORT 3000 EAST VALLEY JEWISH COMMUNITY CENTER 908 N ALMA SCHOOL RD CHANDLER AZ 85224 NONE PC GENERAL OPERATING SUPPORT 1800 EDLAVITCH DC JEWISH COMMUNITY CENTER 1529 16TH ST NW WASHINGTON DC 20036 NONE PC WASHINGTON JEWISH MUSIC FESTIVAL, POLINGER ENDOWMENT, AND GENERAL OPERATING SUPPORT 277500 FJC 452 5TH AVE 24TH FL NEW YORK NY 11105 NONE PC HIDDEN SPARKS: POLINGER FELLOW INTERNAL COACH PROGRAM 25000 FLAMBOYAN FOUNDATION 1730 MASSACHUSETTS AVE NW WASHINGTON DC 20010 NONE PC FAMILY ENGAGEMENT EARLY CHILDHOOD RESOURCE DEVELOPMENT 60000 FROM THE TOP 140 CLARENDON ST STE 301 BOSTON MA 02116 NONE PC "TAKE IT BEYOND THE CONCERT HALL" & ALUMNI LEADERSHIP GRANT 65000 GATHERDC 1817 M ST NW WASHINGTON DC 20036 NONE PC NEW-TO-DC (NEWISH AND JEWISH) INITIATIVE 25000 GOUCHER COLLEGE 1021 DULANEY VALLEY RD BALTIMORE MD 21204 NONE PC HOWARD AND GERALDINE POLINGER SCHOLARSHIP IN DANCE 30000 HALCYON 3400 PROSPECT ST NW WASHINGTON DC 20007 NONE PC BY THE PEOPLE 2020 INTERNATIONAL ARTS & CIVIC DIALOGUE FESTIVAL 40000 HAROLD GRINSPOON FOUNDATION 67 HUNT ST STE 100 AGAWAM MA 01001 NONE PC PJ LIBRARY ALLIANCE 200000 HASBARA FELLOWSHIPS 313 WEST 83RD STREET NEW YORK NY 10024 NONE PC GENERAL OPERATING SUPPORT 2500 HEBREW HOME OF GREATER WASHINGTON 6121 MONTROSE ROAD ROCKVILLE MD 20852 NONE PC CHARLES AND MOLLIE MERICAN ENDOWED FUND 15000 HUMANE RESCUE ALLIANCE 71 OGLETHORPE STREET NW WASHINGTON DC 20011 NONE PC SOPHIE'S FUND FOR EMERGENCY MEDICAL CARE 4000 ICIVICS 1035 CAMBRIDGE ST STE 21B CAMBRIDGE MA 02141 NONE PC TEACHING CONVERSATIONAL ISSUES: RESOURCES AND SUPPORTS FOR TEACHERS 45000 IMAGINATION STAGE 4908 AUBURN AVENUE BETHESDA MD 20814 NONE PC GENERAL OPERATING SUPPORT 2500 JEWISH ADOPTION AND FOSTER CARE OPTIONS 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 NONE PC GROUP HOME PROGRAM 3000 JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE 1342 CONGRESS STREET PORTLAND ME 04102 NONE PC ANNUAL CAMPAIGN, DESIGNATED FOR JEWISH FAMILY SERVICES 2000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD STE 100 N BETHESDA MD 20852 NONE PC GENERAL OPERATING SUPPORT 225000 JEWISH SOCIAL SERVICE AGENCY 200 WOOD HILL ROAD ROCKVILLE MD 20850 NONE PC ADOLESCENT TREATMENT AND OUTREACH ENDOWMENT FUND AND CHILD AND ADOLESCENT MENTAL HEALTH SERVICES 70000 KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BOULEVARD WEST PALM BEACH FL 33401 NONE PC GENERAL OPERATING SUPPORT 3500 LEVINE MUSIC 2801 UPTON ST NW WASHINGTON DC 20008 NONE PC EXPANDING ACCESS TO MUSIC IN SE DC AND GENERAL OPERATING SUPPORT 22500 MAINE PUBLIC HEALTH ASSOCIATION 11 PARKWOOD DR AUGUSTA ME 04330 NONE PC GENERAL OPERATING SUPPORT 2000 MIAMI CITY BALLET 2200 LIBERTY AVENUE MIAMI BEACH FL 33139 NONE PC GENERAL OPERATING SUPPORT 5000 MOISHE HOUSE 5007 PROVIDENCE RD STE E216 CHARLOTTE NC 28226 NONE PC MOISHE HOUSE WITHOUT WALLS 120000 NATIONAL CAPITAL LYME DISEASE ASSOCIATION PO BOX 8211 MCLEAN VA 221068211 NONE PC CHRONIC LYME RESEARCH 7500 NATIONAL IMMIGRATION LAW CENTER 3450 WILSHIRE BLVD STE 108-62 LOS ANGELES CA 90010 NONE PC GENERAL OPERATING SUPPORT 8500 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 NONE PC NEW JEWISH CULTURE NETWORK 32000 PARDES JEWISH DAY SCHOOL 12753 N SCOTTSDALE RD SCOTTSDALE AZ 85254 NONE PC GENERAL OPERATING SUPPORT 5000 PLANNED PARENTHOOD FEDERATION OF AMERICA ATTN ONLINE SERVICES PO BOX 97166 WASHINGTON DC 200907166 NONE PC GENERAL OPERATING SUPPORT 12500 REFUGEPOINT PO BOX 984001 BOSTON MA 022984001 NONE PC GENERAL OPERATING SUPPORT 1000 ROCK THE VOTE 1440 G ST NW WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 30000 SITAR ARTS CENTER 1700 KALORAMA RD NW STE 101 WASHINGTON DC 20009 NONE PC GENERAL OPERATING SUPPORT 45000 SIXTH & I HISTORIC SYNAGOGUE 600 I ST NW WASHINGTON DC 20001 NONE PC 6TH IN THE CITY 60000 SMILE ON SENIORS OF ARIZONA 2110 EAST LINCOLN DRIVE PHOENIX AZ 85016 NONE PC GENERAL OPERATING SUPPORT 1800 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PC PROGRAM SUPPORT 2500 TEAM RUBICON 6171 W CENTURY BLVD STE 310 LOS ANGELES CA 90045 NONE PC GENERAL OPERATING SUPPORT 2500 THE ABRAHAM FUND INITIATIVES 1460 BROADWAY STE 9021 NEW YORK NY 10036 NONE PC GENERAL OPERATING SUPPORT 3500 THE ISRAEL PROJECT 1901 PENNSYLVANIA AVENUE NW STE 600 WASHINGTON DC 20006 NONE PC GENERAL OPERATING SUPPORT 10000 THE LAB SCHOOL OF WASHINGTON 4759 RESERVOIR ROAD NW WASHINGTON DC 20007 NONE PC GENERAL OPERATING SUPPORT 5000 THE MALALA FUND PO BOX 53347 WASHINGTON DC 20009 NONE PC GENERAL OPERATING SUPPORT 3000 THE POSSE FOUNDATION 1319 F STREET NW STE 604 WASHINGTON DC 20004 NONE PC POSSE D.C. 2000 THE WASHINGTON BALLET 3515 WISCONSIN AVE NW WASHINGTON DC 20016 NONE PC COMMUNITY ENGAGEMENT PROGRAMMING 45000 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NONE PC GENERAL OPERATING SUPPORT 1000 VALLEY BEIT MIDRASH 4645 E MARILYN RD PHOENIX AZ 85032 NONE PC STRENGTHENING & EXPANSION OF YOUNG PROFESSIONALS PROGRAM 50000 VALLEY BEIT MIDRASH 4645 E MARILYN ROAD PHOENIX AZ 85032 NONE PC GENERAL OPERATING SUPPORT 3800 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PC GENERAL OPERATING SUPPORT 1000 YAFFED PO BOX 1796 NEW YORK NY 10956 NONE PC GENERAL OPERATING SUPPORT 3600 YESHIVA OF GREATER WASHINGTON 2010 LINDEN LANE SILVER SPRING MD 20910 NONE PC GENERAL OPERATING SUPPORT 10000 YOUNG PLAYWRIGHTS' THEATER 6925 WILLOW ST NW STE LL-230 WASHINGTON DC 20012 NONE PC 2019-2020 PROGRAMMING AND PRODUCTION SEASON 25000 2173500 0 14 4831 900000 14 748926 900000 14 605640 900000 18 854570 2017 AND 2016 MD TAX REFUNDS 01 3922 0 2213967 3922 2217889 11B REFUND OF PRIOR YEAR TAXES 0 0 0 0 0 0 0 0 0 0 X X 1 GERALDINE POLINGER 5530 WISCONSIN AVE SUITE 100 CHEVY CHASE MD 208254330 5415484 X 1 SHS CUSTODIED BY SCHWAB AND SLG INT'LL OPP FUND 5415484 2019-04-30 ACCOUNTING 31974 7994 23981 CORPORATE BONDS-PNC HAWTHORN 25244 25244 US FIXED INCOME- JP MORGAN-2007 907143 907143 CORPORATE STOCK - PNC HAWTHORN 910865 910865 SCHWAB MANAGED EQUITIES 3465498 3465498 267270 267270 34917 34917 CORE CAPITAL PARTNERS AT COST 63701 1081346 NOTE RECEIVABLE-LLC FMV 11823186 11823186 LONG POND OFFSHORE LTD FMV 608988 608988 VITTORIA OFFSHORE LTD FMV 6498954 6498954 MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN FMV 4077 4077 MUTUAL FUNDS EQUITIES-PNC HAWTHORN FMV 36014 36014 MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN FMV 64330 64330 MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN-PRINC FMV 25000 25000 MUTUAL FUNDS EQUITIES-PNC HAWTHORN-PRINC FMV 21207305 21207305 MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN-PRINC FMV 1779127 1779127 US LARGE CAP EQUITY -2007 FMV 314623 314623 US SMALL CAP EQUITY-2007 FMV 31100 31100 EUROPEAN LARGE CAP EQUITY-2007 FMV 201750 201750 EMERGING MARKET LARGE CAP EQUITY-2007 FMV 176580 176580 PREFERRED STOCK AND OTHER-2007 FMV 45544 45544 ELEVAR EQUITY IV, LLP FUND-2007 FMV 264427 264427 US LARGE CAP EQUITY-9005 FMV 2429794 2429794 EAFE EQUITY-9005 FMV 992253 992253 EUROPEAN LARGE CAP EQUITY-9005 FMV 110442 110442 JAPANESE LARGE CAP EQUITY-9005 FMV 82823 82823 ASIA EX-JAPAN EQUITY-9005 FMV 75954 75954 EMERGING MARKET EQUITY-9005 FMV 21190 21190 MUTUAL FUNDS BONDS-SCHWAB FMV 987160 987160 EQUITY FUNDS-SCHWAB FMV 3840724 3840724 SLG INTERNATIONAL OPPORTUNITIES FMV 1987626 1987626 SECURITY DEPOSIT 14036 14036 14036 COST BASIS ADJUSTMENT ON INVESTMENTS 109 UNREALIZED LOSS ON INVESTMENTS 145487 CORE CAPITAL DISTRIBUTION PER K-1 5 BANK FEES 194 0 194 OFFICE EXPENSE 6770 0 6770 PAYROLL FEES 2557 0 2557 INSURANCE 6346 0 6346 DUES 1500 0 1500 COMPUTERS 1108 0 1108 MISCELLANEOUS 202 0 202 SOFTWARE LICENSE 17468 0 17468 CORE CAPITAL PARTNERS K-1 INTEREST 25488 25488 0 CORE CAPITAL PARTNERS K-1 OTHER DEDUCTIONS 44571 44571 0 NOTE RECEIVABLE INTEREST 605640 605640 605640 2017 AND 2016 MD TAX REFUNDS 3922 3922 RETURNED GRANTS 5181 BOOK VALUE TO TAX BASIS AJUSTMENT CORE CAPITAL K-1 119236 INVESTMENT FEES 171226 171226 0 CONSULTING 20933 0 20933 GERALDINE POLINGER 5530 WISCONSIN AVE SUITE 100 CHEVY CHASE MD 208254330 EXCISE TAXES 58472 0 0