BENDER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BENDER FOUNDATION INC (EIN 52-6054193)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349100408
- Schema version
- 2017v2.2
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other 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 | 2018-11-15T06:45:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 RESEARCH BLVD SUITE 300 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526054193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEND | BusinessNameControlTxt |
| Phone | 2028289000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 CONNECTICUT AVENUE NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE B SILVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2028289000 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 3017703750 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.31.144.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 18:12:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6F0C7B7B33521E2C29916EF55CD8B4C9BD24C3C8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F0C7B7B33521E2C29916EF55CD8B4C9BD24C3C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $142,229,439 | 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 | $155,724 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155,724 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,297,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,297,774 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,160,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,090,660 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,160,908 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,098,136 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,098,136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,712,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,712,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $198,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,751 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,251 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $193,136 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,255 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $180,881 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,133 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,133 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $209,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,475 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $91,351 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113,253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,945 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,751 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,751 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181,095 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,108 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $990,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $388,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $516,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,239,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,939,814 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,230,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $388,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,456,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,518,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,324,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,313,113 | CashBOYAmt |
| Cash EOY | $323,865 | CashEOYAmt |
| Cash EOYFMV | $323,865 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,060,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,121,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,121,530 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $43,587,578 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $44,187,578 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $43,587,578 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $43,587,578 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,129 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $44,914,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,264,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,264,205 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,020,588 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,524,441 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,524,441 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,752,834 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,602,109 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,602,109 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $761,251 | OtherAssetsBOYAmt |
| Other Assets EOY | $805,711 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $805,711 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $153,015,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,229,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,229,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,729 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $96,266 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $9,964 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,266 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $152,988,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $142,133,173 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $152,988,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,133,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,015,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,229,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $152,988,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,518,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,662,501 | OtherIncreasesAmt |
| Subtotal | $142,133,173 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,133,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL ONE FINANCIAL | P | 2016-11-21 | 2017-04-27 | $102,992 | $100,000 | $2,992 | $2,992 |
| WELLS FARGO & CO | P | 2017-04-17 | 2017-09-06 | $100,398 | $96,875 | $3,523 | $3,523 |
| ML #02773-BLACKROCK INVESTMENTS | $333,348 | $361,781 | -$28,433 | -$28,433 | |||
| ML #02773-BLACKROCK INVESTMENTS | $1,334,791 | $1,353,540 | -$18,749 | -$18,749 | |||
| ML #02773-BLACKROCK INVESTMENTS | $1,249,760 | $1,269,974 | -$20,214 | -$20,214 | |||
| GUGG S&P | P | $1,599,128 | $1,509,041 | $90,087 | $90,087 | ||
| PIMCO SHORT TERM | P | $32,861 | $32,569 | $292 | $292 | ||
| PIMCO SHORT TERM I | P | $254,912 | $252,640 | $2,272 | $2,272 | ||
| PIMCO SHORT TERM I | P | $1,673,960 | $1,664,407 | $9,553 | $9,553 | ||
| SCHWAB FDMTL US | P | $1,000,000 | $548,245 | $451,755 | $451,755 | ||
| SEQUOIA FD | P | $236,434 | $1,446,730 | -$1,210,296 | -$1,210,296 | ||
| VANGUARD SHORT TEM INVT GR ADML | P | $1,250,000 | $1,211,308 | $38,692 | $38,692 | ||
| BERKSHIRE HATHAWAY | P | $1,557,345 | $1,557,345 | $1,557,345 | |||
| PIMCO TR I | P | $1,400,000 | $1,579,607 | -$179,607 | -$179,607 | ||
| CHEVY CHASE INVESTMENTS | $75,887 | $68,971 | $6,916 | $6,916 | |||
| CHEVY CHASE INVESTMENTS | $1,172,756 | $652,224 | $520,532 | $520,532 | |||
| ML #02038-DOLAN INVESTMENTS | $583,737 | $576,677 | $7,060 | $7,060 | |||
| ML #02038-DOLAN INVESTMENTS | P | $714,015 | $704,722 | $9,293 | $9,293 | ||
| PARTNERSHIP INVESTMENTS K-1 | P | -$119,958 | -$119,958 | ||||
| PARTNERSHIP INVESTMENTS K-1 | P | $619,517 | $619,517 | ||||
| CAPITAL GAINS DIVIDENDS | P | $1,418,336 | $1,418,336 | $1,418,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,160,908 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,238,127 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,972,449 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050983 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,400,264 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $59,468,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,001,609 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $57,754,896 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051972 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,693,558 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,335,018 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050503 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,362,116 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $48,744,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048459 | DistributionYr5Rt |
| Total Distribution | 0.259094 | TotalDistributionRt |
| Average Distribution | 0.051819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,891,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,352,651 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73,240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,425,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,456,289 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $73,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,315 | EsPenaltyAmt |
| Tax Due | $4,555 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE BENDER SILVERPRESIDENT | IndividualWithBooksNm |
| Phone | 2028289000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORPORATE ADDRESS | AddressLine1Txt |
| City | CONNECTICUT AVE N | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JULIE BENDER SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | PRESIDENT | 40.00 | $162,502 | $40,849 | $0 |
| DAVID S BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $6,000 | $0 | $0 |
| BARBARA A BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 5.00 | $9,000 | $45,262 | $0 |
| NANETTE BENDER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $6,000 | $0 | $0 |
| EILEEN GREENBERG | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR (LEFT NOV 2017) | 5.00 | $3,000 | $60,255 | $0 |
| RICHARD GREENBERG | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR (LEFT NOV 2017) | 5.00 | $3,000 | $0 | $0 |
| DAVID SILVER | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $2,500 | $0 | $0 |
| JASON BELINKIE | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| JENA RILEY | ||||||||
| 1150 CONNECTICUT AVENUE NW 900 | WASHINGTON | DC | 20036 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTENTIONAL PHILANTHORPY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $84,186 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $88,539,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,844,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,667,829 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,051,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,051,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,160,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,891,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,094,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,094,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,240 | TotalTaxAmt |
| Distributable Before Adj | $7,021,311 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,021,311 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,021,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,456,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,456,289 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $73,240 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,383,049 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,021,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,527 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,909 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $152,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $472,352 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $903,620 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,456,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,021,311 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $434,978 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,338,598 | 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 | $2,527 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,336,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,909 | ExcessFromYear4Amt |
| Excess From Year3 | $152,817 | ExcessFromYear3Amt |
| Excess From Year2 | $472,352 | ExcessFromYear2Amt |
| Excess From Year1 | $224,015 | ExcessFromYear1Amt |
| Excess From Current Year | $434,978 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | DISCRETIONARY FUND | $250,000 |
| ROSE COMMUNITY FOUNDATION | ||||||
| 600 S CHERRY ST 1200 | DENVER | CO | 80246 | PUBLIC CHARITY | DONOR ADVISED FUND | $250,000 |
| VANGUARD CHARITABLE FUND | ||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $250,000 |
| NATIONAL JEWISH HEALTH | ||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | PUBLIC CHARITY | 2017 BEAUX ARTS FRAND BALL | $5,000 |
| WISCONSIN ALUMNI ASSOCIATION | ||||||
| 650 N LAKE ST | MADISON | WI | 53706 | PUBLIC CHARITY | ENRICHING ACADEMIC SCHOLARS | $4,500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC CHARITY | HEART BALL 2017 | $100,000 |
| HEARTSONGS LUNCHEON FUND | ||||||
| 9608 EAGLE RIDGE DRIVE | BETHESDA | MD | 20817 | PUBLIC CHARITY | LUNCHEON | $20,000 |
| SIDS FOUNDATION | ||||||
| 528 RAVEN WAY | NAPLES | FL | 34110 | PUBLIC CHARITY | TEAM LANDON SNEADE SIDS WALK/RUN | $2,000 |
| CENTER FOR ADOPTION SUPPORT AND EDUCATION | ||||||
| 4000 BLACKBURN LN 260 | BURTONSVILLE | MD | 20866 | PUBLIC CHARITY | BRANCHING OUT GALA | $15,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | LEUKEMIA BALL | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | GRAND FINALE GALA | $5,000 |
| MACCABI USASPORTS FOR ISRAEL | ||||||
| 1511 WALNUT ST 401 | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | MACCABIAH 2017 | $8,000 |
| ROCK AND ROLL FOR CHILDREN FOUNDATION | ||||||
| 17620-B REDLAND RD | ROCKVILLE | MD | 20855 | PUBLIC CHARITY | 2017 ROCK N ROLL BASH | $15,000 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE201 | WASHINGTON | DC | 20007 | PUBLIC CHARITY | 5K TO MAKE A KIDS DAY | $10,000 |
| TRUST FOR THE NATIONAL MALL | ||||||
| 1300 PENNSYLVANIA AVENUE NW STE370 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | BALL FOR THE MALL | $10,000 |
| KIPP DC | ||||||
| 2600 VIRGINIA AVE NW SUITE900 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | KIP PROM | $5,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | BENJAMIN OURISMAN MEMORIAL AWARD | $1,501,800 |
| THE GOOD DOG FOUNDATION | ||||||
| 500 7TH AVE 8TH FLOOR | NEW YORK | DC | 10018 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| THE COLAN CANCER ALLIANCE | ||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASHINGTON | NY | 20005 | PUBLIC CHARITY | 5K RUN/WALK | $5,000 |
| NATIONAL BUILDING MUSEUM | ||||||
| 401 F ST NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GALA DINNER | $15,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | USHMM, JSSA OTTENSTEIN AWARD | $35,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER RD 300 | SILVER SPRING | DC | 20910 | PUBLIC CHARITY | SOLAR SPONSOR EVENT | $15,000 |
| VOICES FOR CHILDREN MONTGOMERY COUNTY | ||||||
| 1010 GRANDIN AVE B-3 | ROCKVILLE | MD | 20851 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | DC | 20852 | PUBLIC CHARITY | ATHLETIC DEPT SUPPORT | $80,000 |
| MINDS MATTER OF DENVER | ||||||
| PO BOX 48162 | DENVER | DC | 80204 | PUBLIC CHARITY | CASINO NIGHT | $1,400 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | MD | 20024 | PUBLIC CHARITY | JFGH LUNCHEON | $1,800 |
| THE DIENER SCHOOL | ||||||
| 11510 FALLS RD | POTOMAC | MD | 20854 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| JEWISH FAMILY SERVICE OF COLORADO | ||||||
| 3201 SOUTH TAMARAC DRIVE | DENVER | CO | 80231 | PUBLIC CHARITY | JFS LUNCHEON | $10,000 |
| ANIMAL HAVEN | ||||||
| 200 CENTRE STREET | NEW YORK | DC | 10013 | PUBLIC CHARITY | 50TH ANNIVERSARY CELEBRATION | $5,000 |
| BIKE TO THE BEACH INC | ||||||
| 1990 K ST NW | WASHINGTON | MD | 20006 | PUBLIC CHARITY | BIKE TO THE BEACH DC EVENT | $5,000 |
| HEBREW EDUCATIONAL ALLIANCE | ||||||
| 3600 S IVANHOE WAY | DENVER | CO | 80237 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 |
| CITY DANCE ESSEMBLE INC | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | NY | 20852 | PUBLIC CHARITY | DREAMSCAPE ANNUAL GALA | $10,000 |
| NATIONAL BUILDING MUSEUM | ||||||
| 3001 CONNECTICUT AVE NW | WASHINGTON | MD | 20008 | PUBLIC CHARITY | SUSTAINER LEVEL | $10,000 |
| ERIC MONDAY FOUNDATION | ||||||
| PO 2342 BOX | VIENNA | DC | 22183 | PUBLIC CHARITY | TSHIRT SPONSOR | $1,500 |
| ATHLETES FOR HOPE | ||||||
| 7900 TYSONS ONE PLACE SUITE 470 | TYSONS CORNER | CO | 22102 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE201 | WASHINGTON | MD | 20007 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $60,000 |
| IMAGINATION STAGE | ||||||
| 4908 AUBURN AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | LEARNING THROUGH THEATRE | $50,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | JEWISH COUNCIL FOR THE AGING | $21,000 |
| TORTURE ABOLITION AND SURVIVORS SUPP | ||||||
| 4121 HAREWOOD ROAD NE SUITE B | WASHINGTON | VA | 20017 | PUBLIC CHARITY | ORGANIZATIONAL CAPICITY BUILDING | $100,000 |
| CHARLES E SMITH JEWISH DAY SCHOOL | ||||||
| 1901 E JEFFERSON ST | ROCKVILLE | NY | 20852 | PUBLIC CHARITY | BLDG FUTURE ENDOWMENT CAMPAIGN | $60,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH NW SUITE801 | WASHINGTON | VA | 20036 | PUBLIC CHARITY | YOUNG LEADERSHIP NETWORK | $150,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH NW SUITE801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | SONDRA D. BENDER COMM. LEADERSHIP INSTIT. | $116,500 |
| ATHLETES UNITED FOR SOCIAL JUSTICE | ||||||
| 740 15TH ST NW 3RD FLOOR | WASHINGTON | MD | 20005 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $75,000 |
| FOOD AND FRIENDS | ||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | PUBLIC CHARITY | CHEFS BEST | $5,000 |
| JEWISH COLORADO | ||||||
| 300 S DAHLIA ST 300 | DENVER | DC | 80246 | PUBLIC CHARITY | ANNUAL CAMPAIGN | $10,000 |
| NATIONAL CAMPAIGN TO STOP VIOLENCE | ||||||
| 2021 MASSACHUSETTS AVE NW | WASHINGTON | MD | 20036 | PUBLIC CHARITY | DO THE RIGHT THING CHALLENGE PROGRAM | $10,000 |
| KNOCK-OUT-ABUSE | ||||||
| 1600 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | SPONSOR | $7,500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | DC | 75231 | PUBLIC CHARITY | 8TH ANNUAL PAINT THE TOWN RED | $5,000 |
| WOLF TRAP FOUNDATION | ||||||
| 1645 TRAP ROAD | VIENNA | DC | 22182 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,500 |
| COLON CANCER ALLIANCE | ||||||
| 1025 VERMONT AVE NW SUITW1066 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GOLD SPONSOR | $10,000 |
| HIGHER ACHIEVEMENT | ||||||
| 1750 COLUMBIA ROAD NW | WASHINGTON | CO | 20009 | PUBLIC CHARITY | 2017 GOING PLACES GALA | $15,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | JFGH ANNUAL CAMPAIGN | $25,000 |
| BETHESDA CHEVY-CHASE RESCUE SQUAD | ||||||
| 5020 BATTERY LN | BETHESDA | DC | 20814 | PUBLIC CHARITY | NEW STATE OF THE ART AMBULANCE | $25,000 |
| KABOOM | ||||||
| 4301 CONNECTICUT AVE NW ML-1 | WASHINGTON | TX | 20008 | PUBLIC CHARITY | 2017 KABOOM COMM LED PLAYGROUND PROJECT | $47,000 |
| EVERY-MIND | ||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | VA | 20851 | PUBLIC CHARITY | SPONSOR | $20,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | JEWISH FOUNDATION | $10,000 |
| BETHESDA GREEN | ||||||
| 4825 CORDELL AVE | BETHESDA | DC | 20814 | PUBLIC CHARITY | 2017 GALA | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE200 | RYE BROOK | DC | 10573 | PUBLIC CHARITY | LIGHT THE NIGHT WALK | $5,000 |
| SPIRIT CLUB FOUNDATION | ||||||
| B 10417 METROPOLITAN AVE | KENSINGTON | MD | 20895 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $6,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | DC | 75231 | PUBLIC CHARITY | ANNUAL PAINT THE TOWN RED | $510 |
| COLON CANCER ALLIANCE | ||||||
| 1025 VERMONT AVE NW SUITW1066 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | RUNNER KATE DONAT, TEAM FABULOUS | $100 |
| KIPP DC | ||||||
| 2600 VIRGINIA AVE NW SUITE900 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | POWER UP PROGRAM | $12,000 |
| HOPE AND A HOME | ||||||
| 1236 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | HIGHER EDUCATION FOR ALL PROGRAMS | $50,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | BENDER JCC | $110,000 |
| COLON CANCER ALLIANCE | ||||||
| 1025 VERMONT AVE NW SUITW1066 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | MICHELLE BENAIM MEMORIAL FUND | $100,000 |
| REACH EDUCATION INC | ||||||
| 10105 REPRISE DR | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| JUVENILE DIABETES FOUNDATION | ||||||
| 891 ELKRIDGE LANDING RD 150 | LINTHICUM HEIGHTS | MD | 20190 | PUBLIC CHARITY | HOPE GALA | $10,000 |
| SO WHAT ELSE | ||||||
| ONE PRESERVE PARKWAY SUITE 150 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $4,500 |
| GREATER HOUSTON COMMUNITY FOUNDATION | ||||||
| 1325 G ST NW SUITE 480 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | HURRICANE HARVEY RELIEF FUND | $10,000 |
| GLOBAL GIVING | ||||||
| 1110 VERMONT AVE NW 550 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | SUPPORT HUMANITARIAN AID-PUERTO RICO | $10,000 |
| HOUSTON SPCA | ||||||
| 7007 OLD KATY RD | HOUSTON | TX | 77024 | PUBLIC CHARITY | RESCUE AND CARE OF HOMELESS ANIMALS | $10,000 |
| EVELYN RUBENSTEIN JCC OF HOUSTON | ||||||
| 5601 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | PUBLIC CHARITY | HURRICANE HARVEY RELIEF FUND | $10,000 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 1129 20TH NW SUITE801 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | SCHOLARSHIPS | $20,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| BANK OF AMERICA CHARITABLE GIFT FUNDS | ||||||
| PO BOX 55850 | BOSTON | MA | 022055850 | PUBLIC CHARITY | GENERAL OPERATIN SUPPORT | $100,000 |
| ROSE COMMUNITY FOUNDATION | ||||||
| 600 S CHERRY ST 1200 | DENVER | CO | 80246 | PUBLIC CHARITY | DONOR ADVISED FUND | $100,000 |
| VANGUARD CHARITABLE FUND | ||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC CHARITY | HEART WALK | $56,204 |
| RAMAH IN THE ROCKIES | ||||||
| 300 S DAHLIA ST | DENVER | CO | 80246 | PUBLIC CHARITY | EQUESTRIAN CENTER | $50,000 |
| CITY DANCE ESSEMBLE INC | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC CHARITY | DREAM | $50,000 |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | PUBLIC CHARITY | JEWISH STUDIES | $100,000 |
| BERMAN HEBREW ACADEMY | ||||||
| 13300 ARTIC AVE | ROCKVILLE | MD | 20853 | PUBLIC CHARITY | TRACK AND FIELD | $85,000 |
| UNIVERSITY OF WISCONSIN | ||||||
| UNIVERSITY OF WISCONSIN | MADISON | WI | 53706 | PUBLIC CHARITY | JEWISH EXCELLENCE FUND | $2,000 |
| SUBURBAN HOSPITAL FOUNDATION | ||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | PUBLIC CHARITY | SONDRA AND HOWARD BENDER EMERGENCY DEPT | $250,000 |
| MEDSTAR WASHINGTON HOSPITAL CENTER | ||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL | $250,000 |
| ST ANN'S CENTER FOR CHILDREN & FAMILY | ||||||
| 4901 EASTERN AVE NE | HYATTSVILLE | MD | 20782 | PUBLIC CHARITY | 2017 ZINGI'S CHRISTMAS PARTY | $5,000 |
| COLORADO STATE UNIVERSITY | ||||||
| COLORADO STATE UNIVERSITY | FORT COLLINS | CO | 80523 | PUBLIC CHARITY | TEMPLE GRANDIN EQUINE CENTER | $250,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | BENDER JCC | $506,000 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE201 | WASHINGTON | DC | 20007 | PUBLIC CHARITY | NATIONAL EXPANSION | $190,000 |
| KIDS ENJOY EXERCISE NOW | ||||||
| 1900 K STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 |
| UNIVERSITY OF WISCONSIN | ||||||
| UNIVERSITY OF WISCONSIN | MADISON | WI | 53706 | PUBLIC CHARITY | WASHINGTON DC STUDENT SUCCESS FUND | $50,000 |
| JEWISH COALITION AGAINST DOMESTIC ABUSE | ||||||
| 143 ROLLINS AVE | ROCKVILLE | MD | 20847 | PUBLIC CHARITY | GENERAL SUPPORT SUPPORT | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVE SUITE 1100 N | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | HADDASH | $2,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | ANTI-DEFANATUIB LEAGUE | $200,000 |
| STATE OF ISRAEL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | JEWISH SOCIAL SERVICE AGENCY | $125,000 |
| UNIVERSITY OF MARYLAND FOUNDATION | ||||||
| 4603 CALVERT RD | COLLEGE PARK | DC | 20740 | PUBLIC CHARITY | TOP TERP IN MEMORY OF HOWARD M. BENDER | $11,000 |
| LEVELING THE PLAYING FIELD | ||||||
| 9170 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| BENDER WEST FOUNDATION | ||||||
| 4950 S YOSEMITE ST STE F2 503 | GREENWOOD VILLAGE | CO | 80111 | PRIVATE FND | CAPITAL ENDOWMENT GRANT | $17,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,239,814 | 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 | $155,724 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,297,774 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,098,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,160,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,712,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,712,542 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDER WEST FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 S YOSEMITE ST STE F2 503 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-11-29 | GrantDt |
| Grant | $17,300,000 | GrantAmt |
| Purpose Of Grant | CAPITAL ENDOWMENT GRANT WAS MADE TO BENDER WEST FOUNDATION, A PRIVATE FOUNDATION. | PurposeOfGrantTxt |
| Expended By Grantee | $17,300,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NA | AnyDiversionByGranteeTxt |
| Verification | 2017-11-29 | VerificationDt |
| Results Of Verification | VERIFICATION WAS COMPLETED AND NO EXPENDITURES WERE MADE FOR NONCHARITABLE PURPOSES. | ResultsOfVerificationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY OF THE FEDERAL FORM 990PF. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARBOR BOND FUND | $5,463,102 | $5,463,102 |
| VANGUARD CONVERTIBLE | $3,061,339 | $3,061,339 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST EAGLE FUNDS | $3,524,064 | $3,524,064 |
| OWL ROCK CAP CORP | $184,294 | $184,294 |
| MERRILL LYNCH-PRITSIOS | $1,391,590 | $1,391,590 |
| MERRILL LYNCH-DOLAN | $3,244,100 | $3,244,100 |
| MERRILL LYNCH-BLACKROCK | $3,569,432 | $3,569,432 |
| TWEEDY BROWNE GLOBAL VALUE | $3,364,778 | $3,364,778 |
| TWEEDY BROWNE HY DIV | $1,527,243 | $1,527,243 |
| VANGUARD DIVIDEND GROWTH | $2,471,072 | $2,471,072 |
| VANGUARD EMERGING MKTS | $3,480,368 | $3,480,368 |
| VANGUARD EQUITY INCOME FUND | $2,747,988 | $2,747,988 |
| VANGUARD EUROPEAN STOCK | $2,193,340 | $2,193,340 |
| VANGUARD HIGH YIELD CORP | $4,659,507 | $4,659,507 |
| VANGUARD INTER TERM INV | $4,750,667 | $4,750,667 |
| VANGUARD TOTAL STK | $5,810,910 | $5,810,910 |
| VANGUARD DEV MKTS INDEX | $2,606,718 | $2,606,718 |
| VANGUARD REIT INDEX | $2,580,876 | $2,580,876 |
| VANGUARD SHORT-TERM INVESTMENT | $2,506,130 | $2,506,130 |
| VANGUARD LONG TERM INVESTMENT | $583,462 | $583,462 |
| FORTIVE | $620,460 | $620,460 |
| WELLS FARGO PFD STK | $447,206 | $447,206 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALCENTRA | FMV | $704,222 | $704,222 |
| BLUESTONE INVESTMENT PARTNERS | FMV | $82,907 | $82,907 |
| CAPITAL BANK CONVERTIBLE DEBT | FMV | $2,062,515 | $2,062,515 |
| ESCHAKAN OPPORTUNITY FUND-CAPITAL BANK | FMV | $2,996,714 | $2,996,714 |
| ISRAEL BONDS | FMV | $1,000,000 | $1,000,000 |
| MATTHEWS ASIA G&I | FMV | $2,210,661 | $2,210,661 |
| OAKMARK INT'L | FMV | $2,319,395 | $2,319,395 |
| PCI MUNITRUST | FMV | $2,564 | $2,564 |
| PIMCO TOTAL RETURN FUND | FMV | $1,514,462 | $1,514,462 |
| HILLTOP PLAZA | FMV | $487,288 | $487,288 |
| CAMBER CREEK | FMV | $75,000 | $75,000 |
| JBGSMITH PROPERTIES | FMV | $128,271 | $128,271 |
| BLACKSTONE ALT SOL | FMV | $123,750 | $123,750 |
| BAIN CAPITAL | FMV | $405,927 | $405,927 |
| HILLTOP OUTPARCEL LLC | FMV | $12,712 | $12,712 |
| PRUDENT CAPITAL II LP | FMV | $47,436 | $47,436 |
| SCHWAB FUND US LARGE | FMV | $7,134,043 | $7,134,043 |
| SEQUOIA FUND | FMV | $4,243,000 | $4,243,000 |
| URBAN EDGE PROPERTIES | FMV | $94,108 | $94,108 |
| VORNADO REALTY LP | FMV | $577,536 | $577,536 |
| WEST CREEK PARTNERS | FMV | $636,785 | $636,785 |
| YACHTMAN FUND | FMV | $2,960,217 | $2,960,217 |
| VANGUARD - DANAHER CORP | FMV | $1,782,596 | $1,782,596 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $16,133 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,133 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE RECEIVABLE | $761,251 | $799,251 | $799,251 |
| PREPAID INCOME TAXES | $6,460 | $6,460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSPORTATION | $14,604 | $0 | $14,604 |
| DUES & SUBSCRIPTION | $750 | $0 | $750 |
| OFFICE EXPENSE | $13,838 | $0 | $13,838 |
| BROKERAGE MANAGEMENT FEES | $60,284 | $60,284 | $0 |
| TELEPHONE | $5,916 | $0 | $5,916 |
| PARTNERSHIP INVESTMENT K-1 | $120,811 | $120,811 | $0 |
| PARTNERSHIP INVESTMENT K-1 UBI | $517 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $3,582 | $3,582 | $3,582 |
| NOTE RECEIVABLE INTEREST | $2,094,554 | $2,094,554 | $2,094,554 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $6,662,501 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX LIABILITY | Desc |
| BOY Book Value | $9,964 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES K-1 | $118,475 | $118,475 | $0 |
| CONSULTING FEES | $91,351 | $0 | $91,351 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $27,945 | $27,945 | $0 |
| FEDERAL EXCISE TAXES | $85,308 | $0 | $0 |