BENDER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BENDER FOUNDATION INC (EIN 52-6054193)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202533159349100903
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T08:01:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RESEARCH COURT SUITE 400 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 | 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 | CO 1150 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BENDER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2028289000 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 3016913600 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| 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 | $157,361,161 | 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 | $209,072 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $209,072 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,110,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,110,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,630,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,347,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,630,424 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,831,372 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,831,372 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,781,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,781,782 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $376,622 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $169,480 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $103,424 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $100,404 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,040 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $90,364 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $139,114 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,594 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $103,909 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $562,990 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $445,026 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,539 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68,480 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,478 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $47,178 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,440 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $45,738 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $249,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,824 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,330 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,609,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $777,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $420,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,152,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,152,172 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,761,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $777,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,572,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,003,898 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,470,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,513,425 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,513,425 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,180 | AcctRcvblBOYAmt |
| Rcvbl From Officers BOY | $135,040 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $168,800 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $168,800 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $39,049,745 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $39,049,745 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $39,049,745 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $39,049,745 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $129,254 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $115,015 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $115,015 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $52,995,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,828,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,828,751 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,670,141 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,502,030 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,502,030 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $38,208,461 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,313,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,313,676 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $679,273 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,105 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $596,616 | LandBOYAmt |
| Land EOY | $656,168 | LandEOYAmt |
| Land EOYFMV | $656,168 | LandEOYFMVAmt |
| Other Assets BOY | $1,371,360 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,213,549 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,213,549 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $150,627,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,361,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,361,161 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $75,130 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $75,130 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | 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 | $150,552,847 | RetainedEarningBOYAmt |
| Retained Earning EOY | $157,358,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,552,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,358,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,627,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $157,361,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,552,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,784,756 | OtherIncreasesAmt |
| Subtotal | $157,358,161 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $157,358,161 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| K1 PARTNERSHIP INVESTMENTS ST | P | $303,099 | -$303,099 | -$303,099 | |
| VANGUARD INVESTMENTS ST | $331,481 | $17,740 | $17,740 | $349,221 | |
| VANGUARD INVESTMENTS LT | $5,401,726 | $1,533,043 | $1,533,043 | $6,934,769 | |
| MERRILL LYNCH # 2038 ST | $45,201 | $1,705 | $1,705 | $46,906 | |
| MERRILL LYNCH # 2038 LT | $877,842 | -$19,353 | -$19,353 | $858,489 | |
| MERRILL LYNCH #2041 ST | $138,671 | -$3,794 | -$3,794 | $134,877 | |
| MERRILL LYNCH #2041 LT | $213,195 | $9,384 | $9,384 | $222,579 | |
| MERRILL LYNCH # 2044 ST | $99,752 | $248 | $248 | $100,000 | |
| MERRILL LYNCH # 2044 LT | $306,215 | $139,618 | $139,618 | $445,833 | |
| K1 PARTNERSHIP INVESTMENTS LT | P | $128,967 | $128,967 | $128,967 | |
| CAPITAL GAINS DIVIDENDS | P | $1,125,965 | $1,125,965 | $1,125,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,630,424 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $184,153 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $184,153 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $86,799 | OverpaymentAmt |
| Applied To ES Tax | $86,799 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Individual With Books | JULIE BENDER SILVERPRESIDENT | IndividualWithBooksNm |
| Phone | 2028289000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE UNIT 104 | 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 | 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 | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID S BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VP/TREASURER/SECRETARY | 5.00 | $12,000 | $0 | $0 |
| BARBARA A BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $12,000 | $33,244 | $0 |
| JASON BELINKIE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 25.00 | $142,610 | $3,371 | $0 |
| JENA RILEY | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,800 | $0 | $0 |
| JULIE BENDER SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | PRESIDENT | 40.00 | $203,112 | $59,532 | $0 |
| DAVID SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,300 | $0 | $0 |
| NIKKI BENDER COLE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $1,800 | $0 | $0 |
| NANETTE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAKE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE VERMILLION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 CONNECTICUT AVE NW 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EMPLOYEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $100,404 | CompensationAmt |
| Employee Benefits | $11,334 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 3 BETHESDA METRO CENTER 960 | BETHESDA | MD | 20814 | CONSULTING | $119,782 |
| STEVEN J SCHWARTZ | |||||
| 1150 CONNECTICUT AVE STE 900 NW | WASHINGTON | DC | 20036 | CONSULTING | $101,592 |
| 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 | $110,247,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,491,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,191,315 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,931,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,931,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,308,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,622,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,581,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,581,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,354 | TotalTaxAmt |
| Distributable Before Adj | $7,483,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,483,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,483,762 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,572,476 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,572,476 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,483,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $614,971 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,572,476 | QualifyingDistributionsAmt |
| Applied To Year1 | $614,971 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,957,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,526,257 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MONTGOMERY COUNTY | ||||||
| 100 MARYLAND AVE 6TH FLOOR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | COMMUNITY ENGAGEMENT & STRATEGIC | $75,000 |
| NATIONAL DOWN SYNDROME SOCIETY | ||||||
| 1155 15TH STREET NW SUITE 540 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 |
| SMITHSONIAN NATIONAL MUSEUMS | ||||||
| 235 SECOND ST NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | EARMARKED FOR EARLY CHILDHOOD | $25,000 |
| ALL FOR RECOVERY | ||||||
| 10 CASTLE GARDEN COURT | OLNEY | MD | 20832 | PUBLIC CHARITY | GENERAL OPERATIONS SUPPORT TO PROVIDE GRANTS TO THOSE SUFFERING FROM ADDICTION | $60,000 |
| EVERYMIND | ||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| PARENT ENCOURAGEMENT PROGRAM INC | ||||||
| 10100 CONNECTICUT AVENUE | KENSINGTON | MD | 20895 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| REACH EDUCATION INC | ||||||
| 10105 REPRISE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| MEDSTAR WASHINGTON HOSPITAL CENTER | ||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL 10 OF 10 | $250,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | DC EDUCATION INITIATIVES 2 OF 3 | $250,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CONCERT AGAINST HATE | $25,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH NW SUITE801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | YOUNG WOMEN'S IMPACT NETWORK | $150,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH STREET NW 801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | WOMEN TO WATCH EVENT & CONFERENCE | $50,000 |
| DC SCORES | ||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| AJC | ||||||
| 1156 15TH STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| FRIENDSHIP CIRCLE INC | ||||||
| 11621 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | PUBLIC CHARITY | ALL SEASON PERGOLA | $25,000 |
| ASSOCIATION FOR SAFE INTERNATIONAL ROAD TRAVEL | ||||||
| 11769 GAINSBORUGH ROAD | POTOMAC | MD | 20854 | PUBLIC CHARITY | PROTECTING STUDENTS AND HUMANITARIAN WORKERS ON ROADS | $10,000 |
| GIRLS ON THE RUN OF MONTGOMERY COUNTY | ||||||
| 11821 PARKLAWN DR 125 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | FINANCIAL AID AND SHOES | $25,000 |
| JEWISH COUNCIL FOR THE AGING | ||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $30,000 |
| HOPE AND A HOME | ||||||
| 1236 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GRACE DICKERSON HIGHER EDUCATION PROGRAMS | $60,000 |
| THE NATIONAL THEATRE | ||||||
| 1321 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | ANNUAL MEMBERSHIP | $1,500 |
| SULAM | ||||||
| 13300 ARCTIC AVE | ROCKVILLE | MD | 20853 | PUBLIC CHARITY | SULAM BENEFIT | $5,000 |
| THE LITERACY LAB | ||||||
| 1400 16TH ST NW 410 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | LEADING MEN FELLOWSHIP - DC | $50,000 |
| FUTURE LINK | ||||||
| 15 W GUDE DRIVE 150 | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2 OF 3 | $100,000 |
| MAKOM | ||||||
| 1500 E JEFFERSON STREET | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| MACCABI USA | ||||||
| 1511 WALNUT STREET 401 | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | MACCABIAH | $40,000 |
| HOMELESS CHILDREN'S PLAYTIME PROJECT | ||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 |
| THE DC JCC | ||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | TOWARDS THE AY 2, 2024 EVENT | $10,000 |
| WOLF TRAP FOUNDATION | ||||||
| 1645 TRAP ROAD | VIENNA | DC | 22182 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | DC | 20852 | PUBLIC CHARITY | MA'AYAN AND ATHLETICS1 OF 2 | $50,000 |
| ATHLETES FOR HOPE | ||||||
| 2 BETHESDA METRO CENTER 1320 | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2 OF 3 | $100,000 |
| AVODAH | ||||||
| 2202 18TH STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $65,000 |
| MARY'S CENTER | ||||||
| 233 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| AUTISM SPEAKS | ||||||
| 2474 S OCEAN BLVD | HIGHLAND BEACH | FL | 33487 | PUBLIC CHARITY | WALK PALM BEACH | $5,000 |
| KENNEDY CENTER | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | FOR THE PERFORMING ARTS EDUCATION PROGRAM | $25,000 |
| TREE OF HOPE ASSOCIATION | ||||||
| 30 COURTHOUSE SQUARE G1 | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | PEER RECOVERY PROGRAM | $60,000 |
| HIGHER ACHIEVEMENT | ||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | 2023 GOING PLACES GALA | $15,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 3919 NATIONAL DRIVE 200 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | NTI TRAINING ADAPTATION FOR SCHOOL BASED MENTAL HEALTH PROFESSIONALS | $75,000 |
| WETA | ||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PUBLIC CHARITY | WELL BEINGS OUT OF THE DARK ONLINE DIGITAL SERIES | $5,000 |
| TORTURE ABOLITION AND SURVIVORS SUPP | ||||||
| 4121 HAREWOOD ROAD NE SUITE B | WASHINGTON | VA | 20017 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| IDENTITY INC | ||||||
| 413 E DIAMOND AVE | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | TRANSFORMATIONAL CAMPAIGN 2 OF 4 | $50,000 |
| IDENTITY INC | ||||||
| 414 E DIAMOND AVE | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | HEART BALL 5 OF 10 | $150,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | 2024 HEART WALK BRE MATCH | $84,839 |
| AMERICAN HEART ASSOCIATION | ||||||
| 4601 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PUBLIC CHARITY | HEALTH/MENTAL WELLBEING STUDENTS 2 OF 6 | $62,500 |
| UNITED STATES HOLOCAUST MEMORIAL | ||||||
| 4603 CALVERT RD | COLLEGE PARK | DC | 20740 | PUBLIC CHARITY | BEYOND OUR WALLS FUND 3 OF 5 | $200,000 |
| COLLEGIATE DIRECTIONS INC | ||||||
| 4827 RUGBY AVE 001 | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 |
| CAPITAL AREA FOOD BANK | ||||||
| 4900 PUERTO RICO AVE NW | WASHINGTON | DC | 20017 | PUBLIC CHARITY | SUPPORT FOR ZINZI CHRISTMAS | $10,000 |
| IMAGINATION STAGE | ||||||
| 4908 AUBURN AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | LEARNING THROUGH THEATRE | $75,000 |
| UNIVERSITY OF WISCONSIN | ||||||
| 500 LINCOLN DRIVE | MADISON | WI | 53706 | PUBLIC CHARITY | UW-MADISON POSSE PROGRAM | $50,000 |
| CHILDREN'S LAW CENTER | ||||||
| 501 3RD ST NW 800 | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $30,000 |
| COLLEGE TRACKS | ||||||
| 5126 MANNING DRIVE | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 2 OF 3 | $100,000 |
| VIVA SCHOOL (CITYDANCE) | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | LIFE WITHOUT LIMITS CAMPAIGN | $100,000 |
| VIVA SCHOOL (CITYDANCE) | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | DREAM SCHOOL OF DANCE 1 OF 4 | $100,000 |
| PEACE OF MIND | ||||||
| 5540 NEVADA AVE NW | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $75,000 |
| CAPITAL JEWISH MUSEUM | ||||||
| 575 3RD ST NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | SECOND FLOOR LOBBY | $250,000 |
| SUNFLOWER BAKERY | ||||||
| 5951 HALPINE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| FRIENDS OF THE IDF | ||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| FAMILY SERVICES INC | ||||||
| 610 EAST DIAMOND AVE 100 | GAITHERSBURG | MD | 20877 | PUBLIC CHARITY | MOCO RECONNECT | $100,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||
| 6101 EXECUTIVE BLVD 100 | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | ANNUAL CAMPAIGN | $50,000 |
| JEWISH SOCIAL SERVICE AGENCY | ||||||
| 6123 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | MIND CRAFT PROJECT | $100,000 |
| JEWISH SOCIAL SERVICE AGENCY | ||||||
| 6123 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | MIDCRAFT PROGRAM SYMPOSIUM | $10,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | IMAGE AWARDS | $10,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | SPORTS HALL OF FAME EVENT | $10,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $300,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | BENDER-DOSIK PARENTING CENTER | $150,000 |
| REAL FOOD FOR KIDS | ||||||
| 6166 HARDY DRIVE | MCLEAN | VA | 22101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $35,000 |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $36,000 |
| GLEN ECHO | ||||||
| 7300 MACARTHUR BLVD | GLEN ECHO | MD | 20812 | PUBLIC CHARITY | PARK PLAYGROUND DESIGN | $23,000 |
| GRASSROOTS HEALTH | ||||||
| 740 15TH STREET NW SUITE 322 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $110,000 |
| ASHLEY ADDICTION TREATMENT | ||||||
| 800 TYDINGS LANE | HAVRE DE GRACE | MD | 21078 | PUBLIC CHARITY | RECOVERY COACHING SERVICE 2 OF 3 | $250,000 |
| THE DEN COLLECTIVE | ||||||
| 8215 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT 1 OF 2 | $50,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | ADDICTION TREATMENT CENTER TRANSITION RECOVERY GUIDE | $83,333 |
| FAIR CHANCE | ||||||
| 8705 COLESVILLE ROAD SUITE 156 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| LEVELING THE PLAYING FIELD | ||||||
| 9170 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | DDC CHAPTER SUPPORT | $50,000 |
| POTOMAC COMMUNITY RESOURCES | ||||||
| 9200 KENTSDALE DRIVE | ROCKVILLE | MD | 20854 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $60,000 |
| THE DIENER SCHOOL | ||||||
| 9312 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | OUTDOOR PLAY SPACE | $30,000 |
| KOA SPORTS LEAGUE INC | ||||||
| 9801 WASHINGTON BLVD 105 | GAITHERSBURG | MD | 20878 | PUBLIC CHARITY | KOA SPORTS PLAY IT FORWARD SCHOLARSHIP FUND | $30,000 |
| SO WHAT ELSE | ||||||
| ONE PRESERVE PARKWAY SUITE 150 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| MARATHON KIDS | ||||||
| PO BOX 41317 | AUSTIN TX | TX | 78704 | PUBLIC CHARITY | MILES THAT MATTER | $25,000 |
| SPIRIT CLUB FOUNDATION | ||||||
| PO BOX 443 | KENSINGTON | MD | 20895 | PUBLIC CHARITY | FITNESS FOR ALL GENERAL SUPPORT | $25,000 |
| VANGUARD CHARITABLE FUND | ||||||
| PO BOX 9509 | WARWICK | RI | 02889 | PUBLIC CHARITY | CONTRIBUTION TO BENDER FOUNDATION DAF | $250,000 |
| FIDELITY CHARITABLE | ||||||
| PO 770001 | CINCINNATI | OH | 45277 | PUBLIC CHARITY | JULIE B SILVER FDN FAMILY FUND | $250,000 |
| FIDELITY CHARITABLE | ||||||
| PO 770001 | CINCINNATI | OH | 45277 | PUBLIC CHARITY | NANETTE & DAVID S. BENDER FUND | $250,000 |
| BREAKTHROUGH T1D | ||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | HOPE GALA 2024 DONATION ONLY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,152,172 | 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 | $209,072 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,110,914 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,831,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,630,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,781,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,781,782 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING-4801 HAMPTON LANE | 2023-05-17 | $400,053 | $7,924 | SL | 39.000000000000 | $10,258 | $0 |
| IMPROVEMENTS | 2023-10-16 | $55,938 | $239 | SL | 39.000000000000 | $1,434 | $0 |
| FURNITURE | 2023-10-18 | $19,500 | $464 | SL | 7.000000000000 | $2,786 | $0 |
| LAND-4801 HAMPTON LANE | 2023-05-17 | $203,782 | L | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOLAN MCENIRY BONDS-ML | $3,830,810 | $3,830,810 |
| HARBOR BOND FUND | $1,889,151 | $1,889,151 |
| VANGUARD HIGH YIELD CORP | $5,066,310 | $5,066,310 |
| VANGUARD REIT INDEX | $3,626,999 | $3,626,999 |
| VANGUARD SHORT-TERM INVESTMENT | $1,088,760 | $1,088,760 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DANAHER CORP | $4,545,108 | $4,545,108 |
| FIRST EAGLE FUNDS | $5,147,917 | $5,147,917 |
| FORTIVE CORP | $661,706 | $661,706 |
| MERRILL LYNCH-PRITSIOS | $2,346,668 | $2,346,668 |
| T ROWE PRICE INT'L EQUITY | $889,571 | $889,571 |
| TWEEDY BROWNE GLOBAL VALUE | $3,278,401 | $3,278,401 |
| VANGUARD DEV MKTS INDEX | $2,823,966 | $2,823,966 |
| VANGUARD DIVIDEND GROWTH | $2,028,699 | $2,028,699 |
| VANGUARD EMERGING MKTS | $4,141,665 | $4,141,665 |
| VANGUARD EUROPEAN STOCK | $2,955,780 | $2,955,780 |
| VANGUARD INTER TERM INV | $5,515,088 | $5,515,088 |
| VANGUARD TOTAL STK | $13,033,563 | $13,033,563 |
| VERALTO CORP | $668,442 | $668,442 |
| VONTIER CORP | $126,441 | $126,441 |
| YACHTMAN FUND | $4,665,736 | $4,665,736 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAIN CAPITAL | FMV | $1,183,227 | $1,183,227 |
| BCP VIII ACCESS FUND | FMV | $473,976 | $473,976 |
| BDC PROPERTIES LLC | FMV | $1,004,327 | $1,004,327 |
| BEL AIR VENTURES LLC K-1 | FMV | $500,000 | $500,000 |
| BLACKSTONE SOLUTIONS 2016 FUND | FMV | $393,630 | $393,630 |
| BLACKSTONE ALT SOL IV | FMV | $333,863 | $333,863 |
| BLACKSTONE GSO SECURED | FMV | $708,424 | $708,424 |
| BLACKSTONE STRATEGIC | FMV | $247,153 | $247,153 |
| BLUE OWL CAPITAL ROCK | FMV | $1,427,639 | $1,427,639 |
| BLUESTONE INVESTMENT PARTNERS II | FMV | $2,242,394 | $2,242,394 |
| BLUESTONE INVESTMENT PARTNERS III | FMV | $333,389 | $333,389 |
| CAMBER CREEK III | FMV | $708,168 | $708,168 |
| CAMBER CREEK IV | FMV | $155,174 | $155,174 |
| CAMBER CREEK VI | FMV | $324,354 | $324,354 |
| CAPITAL BANK CONVERTIBLE DEBT | FMV | $4,750,038 | $4,750,038 |
| CAPITAL GROUP INTERNATIONAL- ML | FMV | $1,294,413 | $1,294,413 |
| CARLYLE BUYOUT | FMV | $293,077 | $293,077 |
| ESCHATON OPPORTUNITY FUND-CAPITAL BANK | FMV | $2,910,115 | $2,910,115 |
| GOLDENFIELD LANE OWNER LLC | FMV | $500,000 | $500,000 |
| GS GQG PARTNERS INT'L OPPORTUNITY FUND | FMV | $446,575 | $446,575 |
| HILLTOP PLAZA | FMV | $500,000 | $500,000 |
| JBGSMITH PROPERTIES | FMV | $56,674 | $56,674 |
| LATCH INC | FMV | $1,320 | $1,320 |
| LINDEN VILLAS PORTFOLIO OWNER | FMV | $500,000 | $500,000 |
| MANOR ROAD OWNER LLC | FMV | $500,000 | $500,000 |
| OAKMARK INT'L | FMV | $2,412,748 | $2,412,748 |
| SCHWAB FUND INT'L LARGE | FMV | $1,034,731 | $1,034,731 |
| SCHWAB FUND US LARGE | FMV | $14,344,120 | $14,344,120 |
| SEQUOIA FUND | FMV | $4,697,598 | $4,697,598 |
| URBAN EDGE PROPERTIES | FMV | $79,271 | $79,271 |
| VINTAGE IX SECONDARIES ACCESS | FMV | $152,773 | $152,773 |
| VORNADO REALTY LP | FMV | $304,478 | $304,478 |
| ZITELMAN PARTNERS - SACHS CAPITAL VCARE LLC | FMV | $500,027 | $500,027 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING-4801 HAMPTON LANE | $400,053 | $18,182 | $381,871 |
| IMPROVEMENTS | $55,938 | $1,673 | $54,265 |
| FURNITURE | $19,500 | $3,250 | $16,250 |
| LAND-4801 HAMPTON LANE | $203,782 | $0 | $203,782 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE RECEIVABLE | $1,029,396 | $1,029,396 | $1,029,396 |
| PREPAID INCOME TAXES | $234,907 | $184,153 | $184,153 |
| SECURITY DEPOSIT | $12,745 | $0 | $0 |
| ACCRUED INTEREST INCOME | $94,312 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSPORTATION | $19,347 | $0 | $19,347 |
| OFFICE EXPENSE | $5,215 | $0 | $5,215 |
| TELEPHONE | $8,892 | $0 | $8,892 |
| K-1 PARTNERSHIP INVESTMENT LOSSES | $208,457 | $29,824 | $0 |
| INSURANCE | $7,121 | $0 | $8,876 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE INTEREST | Desc |
| Revenue And Expenses Per Books | $1,831,372 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,831,372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,831,372 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $6,784,756 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 PARTNERSHIP INVESTMENT FEES | $285,149 | $285,149 | $0 |
| CONSULTING FEES | $217,964 | $100,000 | $34,539 |
| INVESTMENT BROKER FEES | $59,877 | $59,877 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $55,822 | $55,822 | $0 |
| K-1 PARTNERSHIP INVESTMENT FOREIGN TAXES | $12,658 | $12,658 | $0 |
| FEDERAL EXCISE TAX | $50,754 | $0 | $0 |