2018-10-31T23:08:19-05:00 2017-12-31 202153727 SB & COMPANY LLC 200 INTERNATIONAL CIRCLE SUITE 5500 HUNT VALLEY MD 21030 990PF 2017-01-01 530078064 CONSUMER HEALTH FOUNDATION CONS 2029393390 1400 16TH STREET NW NO 710 WASHINGTON DC 20036 YANIQUE REDWOOD PRESIDENT & CEO 2029393390 2018-10-30 1 PAMELA GRAY P01237506 4105840060 2018-10-30 71.244.135.91 2018-10-30 21:11:09 ED P C1285A5BF8FAD2B3DC1AFB143D3A055C0158201C C1285A5BF8FAD2B3DC1AFB143D3A055C0158201C 2017 2018-06-14 16:35:46Z X 26846754 X 283723 287499 287499 633835 6055819 633835 59290 62369 0 1264347 983703 0 197811 0 0 197811 243782 16545 0 230466 89672 0 0 89672 2869 0 0 3530 35341 6208 0 43483 277935 177714 0 119336 106047 73607 0 32440 138777 0 0 138777 45969 0 0 48491 150 0 0 150 355427 0 0 355479 1493780 274074 0 1259635 754000 756000 2247780 274074 0 2015635 -983433 709629 0 854934 522700 522700 1282863 1282863 47069 47069 47069 24381 81700 81700 21300 23167 23167 11152602 10579257 10579257 2530913 2530772 2530772 8678550 11579226 11579226 0 200000 200000 23262680 26846754 26846754 54780 41255 2000 90745 124962 147525 166217 X 23020472 26536707 94683 143830 23115155 26680537 23262680 26846754 23115155 -983433 4548815 26680537 0 26680537 PUBLICLY TRADED SECURITIES P 2017-12-31 6055819 5421984 633835 633835 633835 633835 0 2509160 23407557 0.107194 2497663 24219599 0.103126 2479192 27188069 0.091187 3002320 26383177 0.113797 3307606 27267673 0.121301 0.536605 0.107321 24790300 2660520 7096 2667616 2215635 14193 0 14193 0 14193 11771 7497 0 19268 0 5075 5075 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 0 0 0 0 0 1 WWW.CONSUMERHEALTHFDN.ORG KRISTEN CONTE 2029393390 1400 16TH STREET NW SUITE 710 WASHINGTON DC 20036 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID ROSE 1400 16TH STREET NW WASHINGTON DC 20036 CHAIR 1.00 0 0 0 DEBORAH SMITH 1400 16TH STREET NW WASHINGTON DC 20036 VICE CHAIR 1.00 0 0 0 ART STEVENS 1400 16TH STREET NW WASHINGTON DC 20036 TREASURER/SECRETARY 1.00 0 0 0 YANIQUE REDWOOD 1400 16TH STREET NW WASHINGTON DC 20036 PRESIDENT & CEO 40.00 197811 35770 0 ROBERTA MILMAN 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 DAVID ZUCKERMAN 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 ALAN WEIL 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 AYDIN TUNCER 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 SILVIA SALAZAR 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 JACQUELYN LENDSEY 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 TONYA VIDAL-KINLOW 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 DARAKSHAN RAJA 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 WENDY CHUN-HOON 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 CHRISTOPHER KING 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 DAVID HARRINGTON 1400 16TH STREET NW WASHINGTON DC 20036 MEMBER 1.00 0 0 0 EDNA PUGEDA 1400 16TH STREET NW WASHINGTON DC 20036 SENIOR PROGRAM OFFIC 35.00 90786 22853 0 SHARON ZALEWSKI 1400 16TH STREET NW WASHINGTON DC 20036 EXECUTIVE DIRECTOR, 35.00 86889 22545 0 NIVOSOA ROBJHON 1400 16TH STREET NW WASHINGTON DC 20036 EXECUTIVE ASSISTANT 35.00 77439 18809 0 KATE LASSO 1400 16TH STREET NW WASHINGTON DC 20036 VICE PRESIDENT OF FI 35.00 60714 8155 0 0 RESOURCES & CONSERVATION CENTER 1400 16TH STREET NW WASHINGTON DC 20036 LANDLORD 163767 RBC WEALTH MANAGEMENT 345 CALIFORNIA STREET SAN FRANCISCO CA 94104 INVESTMENT ADVISORY SERVICES 131445 0 WASHINGTON AREA COMMUNITY INVESTMENT FUND: A PROGRAM RELATED INVESTMENT WAS MADE TO SUPPORT THE WASHINGTON AREA COMMUNITY INVESTMENT FUND TO SUPPORT ITS WORK IN CREATING ECONOMIC OPPORTUNITIES BY EMPOWERING LOW-TO-MODERATE-INCOME INDIVIDUALS WITH IMPACT CAPITAL DESIGNED TO IMPROVE THEIR LIVES AND LIVELIHOODS. 100000 ENTERPRISE COMMUNITY IMPACT NOTE: A PROGRAM RELATED INVESTMENT WAS MADE TO SUPPORT ENTERPRISE COMMUNITY LOAN FUND IN PROVIDING CAPITAL TO HIGH-IMPACT COMMUNITY PROJECTS. 100000 200000 24690238 477579 0 25167817 0 0 25167817 377517 24790300 1239515 1239515 14193 14193 1225322 0 1225322 0 1225322 2015635 200000 2215635 0 2215635 1225322 0 0 1965798 1715801 1199880 523275 588195 5992949 2215635 0 0 0 1225322 990313 0 0 6983262 0 0 0 0 0 0 1965798 5017464 1715801 1199880 523275 588195 990313 EDNA PUGEDA 1400 16TH STREET NW SUITE 710 WASHINGTON DC 20036 2029393390 RIA@CONSUMERHEALTHFDN.ORG VISIT WWW.CONSUMERHEALTHFDN.ORG FOR APPLICATION INFORMATION NO NONPROFIT ORGANIZATIONS IN THE WASHINGTON DC METRO AREA UNDERTAKING ADVOCACY ON HEALTH JUSTICE AND ACCESS TO QUALITY HEALTHCARE. BREAD FOR THE CITY 1525 7TH ST NW WASHINGTON DC 20001 GENERAL OPERATIONS 25000 CASA DE MARYLAND 8151 15TH AVE LANGLEY PARK MD 20783 GENERAL OPERATIONS 25000 TIDES FOUNDATIONCENTER FOR WORKING FAMILIES FUND 1730 M ST NW WASHINGTON DC 20036 GENERAL OPERATIONS 40000 CENTREVILLE IMMIGRANT FORUM 5944 CENTREVILLE CREST LANE CENTREVILLE VA 20122 GENERAL OPERATIONS 25000 COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS 1329 E CARY ST 202 RICHMOND VA 23219 GENERAL OPERATIONS 30000 CENTER ON BUDGET AND POLICY PRIORITIESDC FISCAL POLICY INSTITUTE 820 FIRST STREET NE SUITE 750 WASHINGTON DC 20002 GENERAL OPERATIONS 25000 FOOD RESEARCH AND ACTION CENTERDC HUNGER SOLUTIONS 1200 18TH ST NW WASHINGTON DC 20036 GENERAL OPERATIONS 25000 DC PRIMARY CARE ASSOCIATION 1620 I ST NW 300 WASHINGTON DC 20006 GENERAL OPERATIONS 30000 DREAMING OUT LOUD 419 7TH STREET NW 3RD FLOOR WASHINGTON DC 20004 GENERAL OPERATIONS 25000 SOCIAL GOOD FUNDDC FAIR BUDGET COALITION 1419 V ST NW WASHINGTON DC 20009 GENERAL OPERATIONS 25000 IMPACT SILVER SPRING 8807 COLESVILLE RD SILVER SPRING MD 20910 GENERAL OPERATIONS 25000 INSTITUTE FOR PUBLIC HEALTH INNOVATION 1301 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20036 GENERAL OPERATIONS 25000 JEWS UNITED FOR JUSTICE 1100 H ST NW 630 WASHINGTON DC 20005 GENERAL OPERATIONS 25000 LA CLINICA DEL PUEBLO 2831 15TH ST NW WASHINGTON DC 20009 GENERAL OPERATIONS 30000 LEGAL AID JUSTICE CENTER 1000 PRESTON AVENUE SUITE A CHARLOTTESVILLE VA 22903 GENERAL OPERATIONS 25000 MARYLAND CENTER ON ECONOMIC POLICY 1800 N CHARLES ST BALTIMORE MD 21201 GENERAL OPERATIONS 25000 MARYLAND CITIZENS' HEALTH INITIATIVE 2600 ST PAUL ST BALTIMORE MD 21218 GENERAL OPERATIONS 25000 FOOD RESEARCH AND ACTION CENTERMARYLAND HUNGER SOLUTIONS 711 W 40TH ST 360 BALTIMORE MD 21211 GENERAL OPERATIONS 25000 MIRIAM'S KITCHEN 2401 VIRGINIA AVE NW WASHINGTON DC 20037 GENERAL OPERATIONS 25000 NATIONAL KOREAN AMEIRICAN SERVICE AND EDUCATION CONSORTIUM 7006 EVERGREEN CT 200 ANNANDALE VA 22003 GENERAL OPERATIONS 25000 PRIMARY CARE COALITION OF MONTGOMERY COUNTY 8757 GEORGIA AVE SILVER SPRING MD 20910 GENERAL OPERATIONS 30000 PROGRESSIVE MARYLAND EDUCATION FUNDPROGRESSIVE MARYLAND 35 UNIVERSITY BLVD E SILVER SPRING MD 20901 GENERAL OPERATIONS 25000 PUBLIC JUSTICE CENTER 1 N CHARLES ST BALTIMORE MD 21201 GENERAL OPERATIONS 30000 PUBLIC JUSTICE CENTER (FILM SCREENING) 1 N CHARLES ST BALTIMORE BALTIMORE MD 21201 GENERAL OPERATIONS 1000 RESTAURANT OPPORTUNITIES CENTER OF WASHINGTON DC 1100 FLORIDA AVE NW 2ND FLOOR WASHINGTON DC 20009 GENERAL OPERATIONS 25000 VIRGINIA ORGANIZINGVIRGINIA COALITION OF LATINO ORGANIZATIONS PO BOX 6120 ARLINGTON VA 22206 GENERAL OPERATIONS 25000 VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY 1716 E FRANKLIN ST RICHMOND VA 23223 GENERAL OPERATIONS 25000 VOICES FOR VIRGINIA'S CHILDREN 1606 SANTA ROSA ROAD SUITE 109 HENRICO VA 23229 GENERAL OPERATIONS 30000 WASHINGTON AIDS PARTNERSHIP SERVICE CORP 1400 16TH STREET NW SUITE 740 WASHINGTON DC 20036 GENERAL OPERATIONS 3000 WASHINGTON AIDS PARTNERSHIP 1400 16TH STREET NW SUITE 740 WASHINGTON DC 20036 GENERAL OPERATIONS 30000 MANY LANGUAGES ONE VOICE 3166 MOUNT PLEASANT STREET NW WASHINGTON DC 20010 GENERAL OPERATIONS 2000 756000 0 14 287499 18 633835 SUBLEASE INCOME 16 58381 MISCELLANEOUS INCOME 01 909 0 980624 0 980624 0 0 0 0 0 0 0 0 0 0 X X 1 EUGENE AND AGNES E MEYER FOUNDATION 1250 CONNECTICUT AVENUE NW WASHINGTON DC 20036 66125 X 2 HEALTHCARE INITIATIVE FOUNDATION 7910 WOODMONT AVENUE 500 BETHESDA MD 20814 17000 X 3 MORRIS & GWENDOLYN CAFRITZ FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 35000 X 4 NORTHERN VIRGINIA HEALTH FOUNDATION 1940 DUKE STREET 200 ALEXANDRIA VA 22314 32500 X 5 POTOMAC HEALTH FOUNDATION 2296 OPITZ BOULEVARD WOODBRIDGE VA 22191 33000 X 6 KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES INC 2101 EAST JEFFERSON STREET ROCKVILLE MD 20852 55000 X 7 TIDES FOUNDATION 1014 TORNEY AVENUE SAN FRANCISCO CA 94129 25000 X ACCOUNTING FEES 35341 6208 0 43483 DISTRICT OF COLUMBIA DOES NOT REQUIRE A COPY OF THE FEDERAL TAX RETURN. DOMESTIC FIXED INCOME - RBC 2530772 2530772 DOMESTIC COMMON STOCKS - RBC 6727879 6727879 FOREIGN STOCKS HELD-RBC 2235651 2235651 BOSTON TR & WALDEND FUNDS 1615727 1615727 TRG GROWTH PARTNERSHIP FMV 162821 162821 TIFF PARTNERS EQUITY PARTNERS 2011 FMV 420436 420436 GENERATION IMF FMV 6622877 6622877 DBL PARTNERS FUND FMV 475182 475182 F&C FMV 1544569 1544569 GOLDENTREE OFFSHORE F FUND FMV 39619 39619 BOSTON COMM INT'L SOCIAL FUND FMV 2010285 2010285 REAL ESTATE INVESTMENT TRUST FMV 303437 303437 LEGAL FEES 2869 0 0 3530 PROGRAM RELATED INVESTMENTS: PRI - WACIF 0 100000 100000 PROGRAM RELATED INVESTMENTS: ENTERPRISE 0 100000 100000 COMMUNITY OUTREACH 198597 0 0 198600 FORUMS 35 0 0 35 OFFICE FUNCTIONS 40766 0 0 39315 MISCELLANEOUS 7051 0 0 7051 COMMUNICATIONS 1880 0 0 1880 INSURANCE 5577 0 0 5577 CAPACITY BUILDING 63098 0 0 61598 PROFESSIONAL DEVELOPMENT 4948 0 0 7948 MEMBERSHIP AND PARTNERSHIP 33475 0 0 33475 PARTNERSHIP INCOME 0 3079 0 SUBLEASE INCOME 58381 58381 0 MISCELLANEOUS INCOME 909 909 0 UNREALIZED INVESTMENT GAIN/ (LOSS) 4548815 DEFERRED SECURITY DEPOSIT 90745 124962 INVESTMENT FEES 177714 177714 0 0 CONSULTANT FEES 96992 0 0 119336 PAYROLL SERVICE 3229 0 0 0 FEDERAL EXCISE TAX 73607 73607 0 0 PAYROLL TAXES 32440 0 0 32440