POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
POSNER-WALLACE FOUNDATION (EIN 52-6037555)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201713189349102851
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T16:17:55-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526037555EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Posner-Wallace FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlPOSNBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICHOLAS POSNERPersonNm
Person TitlecfoPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520173185000049FederalOriginalSubmissionId
Federal Original Submission Id2017-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B775BB9C0E0C9DA339247063A24C50179569C8EAtSubmissionCreationDeviceId
At Submission Filing Device Id6B1EFC400AF5C33D9B3602785388C863E4E2E7C3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,869,448FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$240InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$240InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$108,575DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,505DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,590NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$326,088GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,552CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$35,707OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$35,707OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$149,112TotalRevAndExpnssAmt
Total Net Invst Incm$138,004TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,500CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,514OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,754OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,760OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,311TaxesRevAndExpnssAmt
Taxes Net Invst Incm$733TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$9,721TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$471TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,250TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,907PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$1,907PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,234OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$275OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$22,959OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,187TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,233TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,376TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$281,610ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$281,610ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$339,797TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,233TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$324,986TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$190,685ExcessRevenueOverExpensesAmt
Net Investment Income$129,771NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$201,853SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$293,474SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$293,474SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$575,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$825,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$575,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$555,000OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$128,613USGovernmentObligationsBOYAmt
US Government Obligations EOY$128,613USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$125,182USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,126,170CorporateStockBOYAmt
Corporate Stock EOY$3,093,864CorporateStockEOYAmt
Corporate Stock EOYFMV$3,895,792CorporateStockEOYFMVAmt
Total Assets BOY$4,281,636TotalAssetsBOYAmt
Total Assets EOY$4,090,951TotalAssetsEOYAmt
Total Assets EOYFMV$4,869,448TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,281,636RetainedEarningBOYAmt
Retained Earning EOY$4,090,951RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,281,636TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,090,951TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,281,636TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,090,951TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,281,636TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$190,685ExcessRevenueOverExpensesAmt
Subtotal$4,090,951SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,090,951TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
Publicly-traded Securities$197,412$121,536$75,876$75,876
FINCA INT'L SENIOR NOTE$100,000$100,000P2009-11-102016-11-10
FINCA INT'L MEZZAINE NOTE$28,676$100,000-$71,324-$71,324P2009-11-102016-11-10
FieldValueIRS element (for citing)
Capital Gain Net Income$4,552CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$291,837AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,062,228NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05765DistributionYr1Rt
Adjusted Qlfy Distri Yr2$269,339AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,254,277NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051261DistributionYr2Rt
Adjusted Qlfy Distri Yr3$286,105AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,093,285NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056173DistributionYr3Rt
Adjusted Qlfy Distri Yr4$218,257AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,282,479NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050965DistributionYr4Rt
Adjusted Qlfy Distri Yr5$234,988AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,412,766NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068856DistributionYr5Rt
Total Distribution0.284905TotalDistributionRt
Average Distribution0.056981AverageDistributionRt
Net Vl Noncharitable Assets$4,825,842NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$274,981AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,298NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$276,279AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$324,986QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,298InvestmentIncomeExciseTaxAmt
Subtotal$1,298SubtotalAmt
Tax Based On Investment Income$1,298TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$4,102OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$4,102RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Suzanne M Cohen
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Diana Erbsen
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
James R Posner
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres*/Chair Emeritus/Trustee*1.0$7,500$0$0
Nicholas Posner
Foundation Source 501 Silverside RdWilmingtonDE198091377CFO / Treas / Trustee1.0$0$0$0
Jill Prosky
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Elisabeth Posner Schouten
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Andrew C Smith
Foundation Source 501 Silverside RdWilmingtonDE198091377Associate Trustee1.0$0$0$0
Rachel C Smith
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Sec* / Chair / Trustee1.0$0$0$0
Robert P Smith II
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec / Trustee1.0$0$0$0
Robert P Smith III
Foundation Source 501 Silverside RdWilmingtonDE198091377Associate Trustee1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,968,003AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$239,764AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$691,565FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,899,332TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,899,332AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,490CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,825,842NetVlNoncharitableAssetsAmt
Minimum Investment Return$241,292MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$241,292MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,298TaxBasedOnInvestmentIncomeAmt
Total Tax$1,298TotalTaxAmt
Distributable Before Adj$239,994DistributableBeforeAdjAmt
Distributable Before Ded$239,994DistributableBeforeDedAmt
Distributable As Adjusted$239,994DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$324,986ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$324,986QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,298PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$323,688AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$239,994DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr5$74,902ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,107ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,431ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,758ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,104ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$175,302TotalExcessDistributionCyovAmt
Qualifying Distributions$324,986QualifyingDistributionsAmt
Applied To Current Year$239,994AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,992RemainingDistriFromCorpusAmt
Total Corpus$260,294TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$74,902ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$185,392ExcessDistriCyovToNextYrAmt
Excess From Year4$8,107ExcessFromYear4Amt
Excess From Year3$37,431ExcessFromYear3Amt
Excess From Year2$10,758ExcessFromYear2Amt
Excess From Year1$44,104ExcessFromYear1Amt
Excess From Current Year$84,992ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (289 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
501CTECH INC
2001 S ST NW STE 630WASHINGTONDC20009N/APCGeneral & Unrestricted$1,500
A WIDER CIRCLE INC
4808 MOORLAND LN APT 802BETHESDAMD20814N/APCGeneral & Unrestricted$400
ABRAHAM FUND INITIATIVES
320 NEVADA ST STE 301NEWTONMA02460N/APCwork to promote cooperation, coexistence and civility among Jewish, Palestinian organizations and communities within Israel$2,000
ACHILLES INTERNATIONAL INC
42 W 38TH ST STE 400NEW YORKNY10018N/APCGeneral & Unrestricted$400
ACTION WITHOUT BORDERS INC
302 5TH AVE 11TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$300
ALLGENERATIONS INC
PO BOX 11113WASHINGTONDC20008N/APCGeneral & Unrestricted$360
AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE
426 17TH ST STE 300OAKLANDCA94612N/APCGeneral & Unrestricted$400
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
711 3RD AVENEW YORKNY10017N/APCto support the Taub Center in Jerusalem, for its non-partisan, independent, and keen analytic research to broaden the scope of discussion about social programs and priorities in Israel$1,000
AMERICAN JEWISH WORLD SERVICE INC
45 W 36TH ST 11TH FLNEW YORKNY10018N/APCGeneral & Unrestricted$5,000
AMERICAN NATIONAL RED CROSS
PO BOX 37839BOONEIA50037N/APCGeneral & Unrestricted$2,500
AMERICAN UNIVERSITY
400 MASSACHUSETTS AVEWASHINGTONDC20016N/APCStanley I Posner Prize, School of Business Administration Scholarship fund$500
AMERICAN UNIVERSITY-- WAMU 885
4401 CONNECTICUT AVE NWWASHINGTONDC20008N/APCGeneral & Unrestricted$400
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT06902N/APCGeneral & Unrestricted$1,000
AMHERST COLLEGE TRUSTEES
PO BOX 5000AMHERSTMA01002N/APCGeneral & Unrestricted$800
AMNESTY INTERNATIONAL OF THE USA INC
5 PENN PLZ 16TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$400
ANGELS AMONG US PET RESCUE INC
PO BOX 821ALPHARETTAGA30009N/APCGeneral & Unrestricted$250
ANIMAL LEGAL DEFENSE FUND
170 E COTATI AVECOTATICA94931N/APCGeneral & Unrestricted$360
ASHOKA
1700 N MOORE ST STE 2000ARLINGTONVA22209N/APCGeneral & Unrestricted$5,000
ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE
50 MORNINGSIDE DR APT 23NEW YORKNY10025N/APCCross Currents Project$360
ATLANTA COMMUNITY FOOD BANK INC
732 JOSEPH E LOWERY BLVD NWATLANTAGA30318N/APCGeneral & Unrestricted$1,000
BALLARD FOOD BANK
5130 LEARY AVE NWSEATTLEWA98107N/APCGeneral & Unrestricted$1,000
BALLET HISPANICO OF NEW YORK
167 W 89TH STNEW YORKNY10024N/APCGeneral & Unrestricted$1,000
BALLET TECH FOUNDATION INC
890 BROADWAY 8TH FLNEW YORKNY10003N/APCGeneral & Unrestricted$1,000
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY12504N/APCgeneral operating support for the Bard Prison Initiative Reentry program$1,000
BEEBE MEDICAL CENTER INC
424 SAVANNAH RDLEWESDE19958N/APCRoute #26 clinic center$400
BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE
330 7TH AVENEW YORKNY10001N/APCGeneral & Unrestricted$800
BENDER JCC OF GREATER WASHINGTON
6125 MONTROSE RDROCKVILLEMD20852N/APCGeneral & Unrestricted$400
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741N/APCGeneral & Unrestricted$360
BETA THETA PI FOUNDATION
5134 BONHAM RDOXFORDOH45056N/APCGeneral & Unrestricted$400
BETHANY BEACH VOLUNTEER FIRE CO INC
PO BOX 950BETHANY BEACHDE19930N/APCcapital campaign$400
BETHESDA CHEVY CHASE RESCUE SQUAD INC
5020 BATTERY LNBETHESDAMD20814N/APCGeneral & Unrestricted$400
BRAIN INJURY ASSOCIATION OF MARYLAND INC
2200 KERNAN DRGWYNN OAKMD21207N/APCGeneral & Unrestricted$1,000
BREAD FOR THE CITY INC
1525 7TH ST NWWASHINGTONDC20001N/APCGeneral & Unrestricted$1,000
BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVE SEWASHINGTONDC20020N/APCGeneral & Unrestricted$10,500
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVE NEWASHINGTONDC20017N/APCGeneral & Unrestricted$2,500
CAPITAL HOSPICE
2900 TELESTAR CTFALLS CHURCHVA22042N/APCGeneral & Unrestricted$500
CAPITAL SISTERS INTERNATIONAL INC
227 LAMB LNGOLDENCO80401N/APCGeneral & Unrestricted$1,400
CARINGBRIDGE
1715 YANKEE DOODLE RD STE 301EAGANMN55121N/APCGeneral & Unrestricted$250
CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA
515 M ST SE BLDG 74 STE 2WASHINGTONDC20003N/APCGeneral & Unrestricted$500
CATHEDRAL CHURCH OF ST JOHN THE DIVINE
1047 AMSTERDAM AVE 112THNEW YORKNY10025N/APCGeneral & Unrestricted$1,000
CDF FIREFIGHTERS BENEVOLENT FOUNDATION
1731 J ST STE 100SACRAMENTOCA95811N/APCfor the drums and pipes organization$250
CENTRAL DISTRICT FORUM FOR ARTS AND IDEAS
104 17TH AVE SSEATTLEWA98144N/APCGeneral & Unrestricted$400
CHABAD OF RANCHO MIRAGE-THE TORAH OASIS
72295 VIA MARTARANCHO MIRAGECA92270N/APCGeneral & Unrestricted$360
CHARITY GLOBAL INC - CHARITY WATER
40 WORTH ST STE 330NEW YORKNY10013N/APCGeneral & Unrestricted$400
CHEETAH CONSERVATION FUND
PO BOX 2496ALEXANDRIAVA22301N/APCGeneral & Unrestricted$400
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVEANNAPOLISMD21403N/APCGeneral & Unrestricted$500
CHICAGO DRAMATISTS
1105 W CHICAGO AVECHICAGOIL60642N/APCGeneral & Unrestricted$1,000
CHILDRENS HEALTH COUNCIL INC
650 CLARK WAYPALO ALTOCA94304N/APC2016 Stingray Shuffle Fundraising Campaign$500
CHILDRENS HEALTH COUNCIL INC
650 CLARK WAYPALO ALTOCA94304N/APCSHS Annual Fund - Science Program Microscope Fundraising Campaign$2,500
CHILDRENS HOSPITAL
111 MICHIGAN AVE NWWASHINGTONDC20010N/APCGeneral & Unrestricted$1,000
CHILDRENS HOSPITAL COLORADO
13123 E 16TH AVEAURORACO80045N/APCGeneral & Unrestricted$400
CHILDRENS THEATRE COMPANY
526 W 26TH ST RM 1012NEW YORKNY10001N/APCGeneral & Unrestricted$800
CHILDRENS THEATRE COMPANY
526 W 26TH ST RM 1012NEW YORKNY10001N/APCspecial operating support to facilitate planning and fund raising effort to qualify for matching through manocherian foundation.$2,000
CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST
263 W 86TH STNEW YORKNY10024N/APCGeneral & Unrestricted$360
CITY HARVEST INC
6 E 32ND ST 5TH FLNEW YORKNY10016N/APCGeneral & Unrestricted$1,000
CITY OF DREAMS
PO BOX 77007SAN FRANCISCOCA94107N/APCGeneral & Unrestricted$400
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA INC
635 RUTLEDGE AVE STE 201CHARLESTONSC29403N/APCGeneral & Unrestricted$500
CODE FOR AMERICA LABS
155 9TH STSAN FRANCISCOCA94103N/APCGeneral & Unrestricted$400
COMMITTEE TO PROTECT JOURNALISTS INC
330 7TH AVE 11TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$360
COMPASSION AND CHOICES
PO BOX 101810DENVERCO80250N/APCGeneral & Unrestricted$1,000
CONGREGATION BNAI JESHURUN
270 W 89TH STNEW YORKNY10024N/APCYom Kippur appeal$2,000
CORNERSTONE THEATER COMPANY INC
708 TRACTION AVELOS ANGELESCA90013N/APCGeneral & Unrestricted$250
COURT APPOINTED SPECIAL ADVOCATES INC
48 WALL ST 11TH FLNEW YORKNY10005N/APCGeneral & Unrestricted$500
COVENANT HOUSE
460 W 41ST STNEW YORKNY10036N/APCsupport for the Covenent House in Washington DC$100
COVENANT HOUSE WASHINGTON DC
2001 MISSISSIPPI AVE SEWASHINGTONDC20020N/APCprograms to support teens and youth at risk in Anacostia$1,000
CROHNS & COLITIS FOUNDATION INC
733 3RD AVE STE 510NEW YORKNY10017N/APCGeneral & Unrestricted$360
DAVID DAWES NEE II FOUNDATION
PO BOX 231487NEW YORKNY10023N/APCGeneral & Unrestricted$180
DAWN - DOMESTIC ABUSE WOMENS NETWORK
PO BOX 1449KENTWA98035N/APCGeneral & Unrestricted$250
DC CENTRAL KITCHEN INC
425 2ND ST NWWASHINGTONDC20001N/APCGeneral & Unrestricted$1,500
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLNEW YORKNY10001N/APCGeneral & Unrestricted$5,000
DOE FUND INC
232 E 84TH STNEW YORKNY10028N/APCGeneral & Unrestricted$2,500
DOROT INC
171 W 85TH STNEW YORKNY10024N/APCGeneral & Unrestricted$3,000
DOROT INC
171 W 85TH STNEW YORKNY10024N/APCsupport of Talent and Career Pathways leadership and stipend program$5,000
DRISHA INSTITUTE FOR JEWISH EDUCATION INC
37 W 65TH ST 5TH FLNEW YORKNY10023N/APCGeneral & Unrestricted$250
DWELL WITH DIGNITY INC
3112 HOOD STDALLASTX75219N/APCGeneral & Unrestricted$400
EAST CAROLINA UNIVERSITY FOUNDATION INC
2200 S CHARLES BLVD STE 1100GREENVILLENC27858N/APCGeneral & Unrestricted$500
ECHO HILL CAMPERSHIP FUND
PO BOX 5923BETHESDAMD20824N/APCGeneral & Unrestricted$400
EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
1529 16TH ST NWWASHINGTONDC20036N/APCSummer Camp Program$500
EL CENTRO DE LA RAZA
2524 16TH AVE SSEATTLEWA98144N/APCGeneral & Unrestricted$350
END OF LIFE CHOICES NEW YORK
244 5TH AVE 2010NEW YORKNY10001N/APCGeneral & Unrestricted$1,000
END OF LIFE CHOICES NEW YORK
244 5TH AVE 2010NEW YORKNY10001N/APCDavid C. Leven Fund for Advocacy$500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$180
FEDERATION OF GALAXY EXPLORERS
6404 IVY LN STE 810GREENBELTMD20770N/APCGeneral & Unrestricted$250
FILL MINISTRIES INC
432 CANTON RD STE ACUMMINGGA30040N/APCGeneral & Unrestricted$400
FINCA INTERNATIONAL INC
1201 15TH ST NW 8TH FLWASHINGTONDC20005N/APCGeneral & Unrestricted$1,000
FOOD & FRIENDS INC
219 RIGGS RD NEWASHINGTONDC20011N/APCGeneral & Unrestricted$400
FORWARD ASSOC INC
125 MAIDEN LN 8TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$180
FOUNDATION CENTER
32 OLD SLIP 24TH FLNEW YORKNY10005N/APCGrant for general operating support of Foundation Center's programs and resources$2,500
FOUNDATION FOR CONSERVATIVE MASORTI-JUDAISM IN ISR
475 RIVERSIDE DR STE 832NEW YORKNY10115N/APCGeneral & Unrestricted$400
FOUNDATION FOR PUBLIC BROADCASTING IN GEORGIA INC
260 14TH ST NWATLANTAGA30318N/APCGeneral & Unrestricted$400
FRESH AIR FUND
633 3RD AVENEW YORKNY10017N/APCGeneral & Unrestricted$1,000
FRIENDS OF THE ARAVA INSTITUTE LTD
896 BEACON STBOSTONMA02215N/APCGeneral & Unrestricted$500
FRIENDS OF THE SOUTH COASTAL LIBRARY INC
PO BOX 1617BETHANY BEACHDE19930N/APCGeneral & Unrestricted$300
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007N/APCZebra Fish Resource Center$300
GIRLS INCORPORATED OF NEW YORK CITY
120 WALL ST STE 1804NEW YORKNY10005N/APCGeneral & Unrestricted$1,000
GODS LOVE WE DELIVER INC
166 AVE OF THE AMERICASNEW YORKNY10013N/APCGeneral & Unrestricted$2,000
GOUCHER COLLEGE
1021 DULANEY VALLEY RDBALTIMOREMD21204N/APCGeneral & Unrestricted$100
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS
3939 CAMPBELL AVEARLINGTONVA22206N/APCGeneral & Unrestricted$1,000
GUIDING EYES FOR THE BLIND INC
611 GRANITE SPRINGS RDYORKTOWN HTSNY10598N/APCGeneral & Unrestricted$3,000
HADASSAH FOUNDATION INC
40 WALL STNEW YORKNY10005N/APCGeneral & Unrestricted$1,000
HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC
40 WALL ST 8TH FLNEW YORKNY10005N/APCto provide general operating support for HWZOA$1,000
HARVARD COLLEGE
124 MOUNT AUBURN ST 4TH FLCAMBRIDGEMA02138N/APCGeneral & Unrestricted$500
HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN
10 GARDEN STCAMBRIDGEMA02138N/APCGeneral & Unrestricted$400
HEBREW HOME OF GREATER WASHINGTON INC
6121 MONTROSE RDROCKVILLEMD20852N/APCGeneral & Unrestricted$400
HENRY GALLERY ASSOCIATION INC
PO BOX 351410SEATTLEWA98195N/APCGeneral & Unrestricted$350
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 8TH ST NWWASHINGTONDC20001N/APCDickinson Hillel - Asbell Center$400
HOLLINS UNIVERSITY CORPORATION
PO BOX 9629ROANOKEVA24020N/APCGeneral & Unrestricted$500
HOME CARE PARTNERS INC
1234 MASSACHUSETTS AVE NWWASHINGTONDC20005N/APCGeneral & Unrestricted$400
HOUSE OF RUTH
5 THOMAS CIR NWWASHINGTONDC20005N/APCGeneral & Unrestricted$400
HOWARD UNIVERSITY - WHUT
2225 GEORGIA AVE NW STE 901WASHINGTONDC20059N/APCGeneral & Unrestricted$400
HUMANE SOCIETY FOR SEATTLE-KING CO
13212 SE EASTGATE WAYBELLEVUEWA98005N/APCGeneral & Unrestricted$250
HUMANITIES WASHINGTON
130 NICKERSON ST STE 304SEATTLEWA98109N/APCGeneral & Unrestricted$400
I EARN INC
475 RIVERSIDE DR 450NEW YORKNY10115N/APCGeneral & Unrestricted$2,000
I EARN INC
475 RIVERSIDE DR 450NEW YORKNY10115N/APCspecial support for the Ambassadors project$5,000
INTERFAITH WORKS INC
114 W MONTGOMERY AVEROCKVILLEMD20850N/APCGeneral & Unrestricted$400
INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL
229 W 97TH ST STE 1BNEW YORKNY10025N/APCfor the 2016 program$1,000
INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL
229 W 97TH ST STE 1BNEW YORKNY10025N/APCvideo archive of Master Class by Philip Entremont at 2016 International Keyboard Institute$500
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND STNEW YORKNY10168N/APCGeneral & Unrestricted$5,000
IONA SENIOR SERVICES
4125 ALBEMARLE ST NWWASHINGTONDC20016N/APCGeneral & Unrestricted$1,500
JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON
12320 PARKLAWN DRROCKVILLEMD20852N/APCGeneral & Unrestricted$2,500
JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON IN
701 4TH ST NW STE 200WASHINGTONDC20001N/APCGeneral & Unrestricted$200
JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC
42 E 69TH STNEW YORKNY10021N/APCdevelopment and general support for water projects and technology in Africa$720
JEWISH ORTHODOX FEMINIST ALLIANCE INC
520 8TH AVE 4TH FLNEW YORKNY10018N/APCGeneral & Unrestricted$500
JEWISH SOCIAL SERVICE AGENCY
1390 PICCARD DR 201ROCKVILLEMD20850N/APCGeneral & Unrestricted$1,000
JEWISH VEG
9 HAWTHORNE RDPITTSBURGHPA15221N/APCGeneral & Unrestricted$180
JEWISH WOMEN'S ARCHIVE INC
ONE HARVARD STBROOKLINEMA02446N/APCGeneral & Unrestricted$500
K I D S FASHION DELIVERS INC
266 W 37TH ST 22ND FLNEW YORKNY10018N/APCGeneral & Unrestricted$360
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$400
LEADERSHIP MONTGOMERY EDUCATIONAL FOUNDATION INC
5910 EXECUTIVE BLVDROCKVILLEMD20852N/APCGeneral & Unrestricted$1,000
LEGAL AID SOCIETY
199 WATER STNEW YORKNY10038N/APCGeneral & Unrestricted$1,000
LEGAL AID SOCIETY OF THE DISTRICT OF COLUMBIA
1331 H ST NWWASHINGTONDC20005N/APCGeneral & Unrestricted$1,000
LIFE PIECES TO MASTERPIECES
5600 EADS ST NE 4TH FLWASHINGTONDC20019N/APCGeneral & Unrestricted$180
LOUISIANA ASSISTIVE TECHNOLOGY ACCESS NETWORK
3042 OLD FORGE DR STE DBATON ROUGELA70808N/APCGeneral & Unrestricted$400
LOVE TO LANGA
PO BOX 104GLADWYNEPA19035N/APCGeneral & Unrestricted$360
LOW VISION CENTER INC
4905 DEL RAY AVE STE 504BETHESDAMD20814N/APCGeneral & Unrestricted$200
LUBUTO LIBRARY PROJECT INC
5614 CONNECTICUT AVE NW STE 368WASHINGTONDC20015N/APCGeneral & Unrestricted$1,000
LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH
400 HAMILTON AVE STE 340PALO ALTOCA94301N/APCGeneral & Unrestricted$400
LUMIND-RESEARCH DOWN SYNDROME FOUNDATION
225 CEDAR HILL ST STE 200MARLBOROMA01752N/APCGeneral & Unrestricted$400
MANNA FOOD CENTER INC
9311 GAITHER RDGAITHERSBURGMD20877N/APCGeneral & Unrestricted$2,000
MANNA INC
828 EVARTS ST NEWASHINGTONDC20018N/APCGeneral & Unrestricted$1,500
MARCH OF DIMES FOUNDATION
1275 MAMARONECK AVEWHITE PLAINSNY10605N/APCGeneral & Unrestricted$180
MARKET FOUNDATION
85 PIKE ST STE 500SEATTLEWA98101N/APCGeneral & Unrestricted$6,000
MARTHAS TABLE
2114 14TH ST NWWASHINGTONDC20009N/APCGeneral & Unrestricted$1,000
MAZON INC A JEWISH RESPONSE TO HUNGER
10495 SANTA MONICA BLVD STE 100LOS ANGELESCA90025N/APCsupport of local and regional food banks, hubs, & supply chain organizations$2,500
MIKES ANGELS INC
2090 DUNWOODY CLUB DR STE 106-SANDY SPRINGSGA30350N/APCGeneral & Unrestricted$250
MIRROR STAGE
2212 QUEEN ANNE AVE N 294SEATTLEWA98109N/APCGeneral & Unrestricted$5,000
MOMS AGAINST HUNGER
6111 RIVERMILL CT STE 2SPRINGTX77379N/APCGeneral & Unrestricted$1,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940N/APCGeneral & Unrestricted$500
MONTGOMERY COLLEGE FOUNDATION INC
9221 CORPORATE BLVD 3RD FLROCKVILLEMD20850N/APCGeneral & Unrestricted$250
MONTGOMERY HOSPICE INC
1355 PICCARD DR STE 100ROCKVILLEMD20850N/APCGeneral & Unrestricted$250
MOVING TRADITIONS
261 OLD YORK RD STE 734JENKINTOWNPA19046N/APCGeneral & Unrestricted$800
MPT FOUNDATION INC
11767 OWINGS MILLS BLVDOWINGS MILLSMD21117N/APCGeneral & Unrestricted$250
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019N/APCGeneral & Unrestricted$250
MY NEW RED SHOES
330 TWIN DOLPHIN DR STE 135REDWOOD CITYCA94065N/APCGeneral & Unrestricted$400
MYOTONIC DYSTROPHY FOUNDATION
1004A OREILLY AVESAN FRANCISCOCA94129N/APCGeneral & Unrestricted$400
NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED
3210 N LEISURE WORLD BLVD APT 601SILVER SPRINGMD20906N/APCGeneral & Unrestricted$400
NATIONAL EMPLOYMENT LAW PROJECT
75 MAIDEN LN RM 601NEW YORKNY10038N/APCsupport efforts to improve wages and work conditions (e.g. health, food services, agriculture)$500
NATIONAL NETWORK OF ABORTION FUNDS
PO BOX 170280BOSTONMA02117N/APCGeneral & Unrestricted$400
NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100ARLINGTONVA22203N/APCGeneral & Unrestricted$400
NEW DRAMATISTS INC
424 W 44TH STNEW YORKNY10036N/APCGeneral & Unrestricted$350
NEW ISRAEL FUND
330 7TH AVE 11TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$5,000
NEW ISRAEL FUND
330 7TH AVE 11TH FLNEW YORKNY10001N/APCallocation between the following: Shatil, shared cities, AU program in comparative law and general operating support$5,000
NEW YORK PUBLIC RADIO
160 VARICK STNEW YORKNY10013N/APCGeneral & Unrestricted$350
NEW YORK RESTORATION PROJECT
254 W 31ST ST FL 10TNEW YORKNY10001N/APCGeneral & Unrestricted$1,250
NEW YORK THEOLOGICAL SEMINARY
475 RIVERSIDE DR STE 500NEW YORKNY10115N/APCGeneral & Unrestricted$2,000
NEW YORK THEOLOGICAL SEMINARY
475 RIVERSIDE DR STE 500NEW YORKNY10115N/APCMPS program at Sing Sing Prison$2,000
NEW YORK THEOLOGICAL SEMINARY
475 RIVERSIDE DR STE 500NEW YORKNY10115N/APCto support the development and pilot of a "Career & Talent Pathways" program at NYTS$5,000
NEW YORK UNIVERSITY
PO BOX 6706HAGERSTOWNMD21740N/APCGeneral & Unrestricted$500
NONPROFIT FINANCE FUND
5 HANOVER SQ 9TH FLNEW YORKNY10004N/APCPay for success and other innovative financing programs to build and sustain the financial structure of NGOs throughout the US$1,000
NONPROFIT FINANCE FUND
5 HANOVER SQ 9TH FLNEW YORKNY10004N/APCto support NFF charitable mission and general operations$1,000
NONPROFIT FINANCE FUND
5 HANOVER SQ 9TH FLNEW YORKNY10004N/APCto support nff charitable mission and general operations$500
NORTH STAR FUND INC
520 8TH AVE RM 1800NEW YORKNY10018N/APCGeneral & Unrestricted$1,000
NORTHEASTERN UNIVERSITY SCHOOL OF LAW
400 HUNTINGTON AVEBOSTONMA02115N/APCTo aid students working in public interest law$5,000
NORTHWEST AFRICAN AMERICAN MUSEUM INC
2300 S MASSACHUSSETTS STSEATTLEWA98144N/APCGeneral & Unrestricted$350
NORTHWEST HARVEST E M M
PO BOX 12272SEATTLEWA98102N/APCGeneral & Unrestricted$2,500
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104N/APCGeneral & Unrestricted$400
NORTHWEST JUSTICE PROJECT
401 2ND AVE S STE 407SEATTLEWA98104N/APCGeneral & Unrestricted$1,500
OLD DOG HAVEN
621 STATE RTE 9 NE PMB A-4LAKE STEVENSWA98258N/APCGeneral & Unrestricted$400
ON THE BOARDS
PO BOX 19515SEATTLEWA98109N/APCGeneral & Unrestricted$400
OXFAM-AMERICA INC
226 CAUSEWAY ST 5TH FLBOSTONMA02114N/APCGeneral & Unrestricted$400
P E F ISRAEL ENDOWMENT FUNDS INC
630 3RD AVE 15TH FLNEW YORKNY10017N/APCKashuvot and Al Manarah$1,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 3RD AVE 15TH FLNEW YORKNY10017N/APCbenefit of Shoresh, an amutah headed by Prof. Dan Ben David$3,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 3RD AVE 15TH FLNEW YORKNY10017N/APCfor benefit of Hadassah Academic College$1,500
PEDIATRIC INTERIM CARE CENTER INC
328 4TH AVE SKENTWA98032N/APCGeneral & Unrestricted$400
PENCILS OF PROMISE INCORPORATED
37 W 28TH ST 3RD FLNEW YORKNY10001N/APCGeneral & Unrestricted$400
PENINSULA HUMANE SOCIETY & SPCA
1450 ROLLINS RDBURLINGAMECA94010N/APCGeneral & Unrestricted$400
PENINSULA OPEN SPACE TRUST
222 HIGH STPALO ALTOCA94301N/APCGeneral & Unrestricted$400
PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED
ONE N HARVARD YARDCAMBRIDGEMA02138N/APCGeneral & Unrestricted$300
PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS
1225 4TH ST NEWASHINGTONDC20002N/APCGeneral & Unrestricted$400
PLANNED PARENTHOOD MAR MONTE INC
1746 THE ALAMEDASAN JOSECA95126N/APCRedwood City Division$400
PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE
2001 E MADISON STSEATTLEWA98122N/APCGeneral & Unrestricted$400
PLUMMER HOME FOR BOYS
37 WINTER ISLAND RDSALEMMA01970N/APCGeneral & Unrestricted$360
POTOMAC COMMUNITY VILLAGE INC
11701 AMBLESIDE DRPOTOMACMD20854N/APCGeneral & Unrestricted$1,000
PUPPIES BEHIND BARS INC
263 W 38 ST 4TH FLNEW YORKNY10018N/APCGeneral & Unrestricted$1,000
PUPSTARZ RESCUE INC
309 W 30TH ST APT 2ENEW YORKNY10001N/APCGeneral & Unrestricted$360
QUEEN ANNE HELPLINE INC
311 W MCGRAW STSEATTLEWA98119N/APCGeneral & Unrestricted$400
RADIO BILINGUE INC
5005 E BELMONT AVEFRESNOCA93727N/APCGeneral & Unrestricted$2,000
REACT THEATRE
1122 E PIKE ST UNIT 1111SEATTLEWA98122N/APCGeneral & Unrestricted$400
RECONSTRUCTIONIST RABBINICAL COLLEGE
1299 CHURCH RDWYNCOTEPA19095N/APCGeneral & Unrestricted$1,500
REDWOOD CITY LIBRARY FOUNDATION
1044 MIDDLEFIELD RDREDWOOD CITYCA94063N/APCGeneral & Unrestricted$400
REIMAGINE ATL
1614 PAXON ST SEATLANTAGA30317N/APCGeneral & Unrestricted$400
REMERGE INC
PO BOX 54717ATLANTAGA30308N/APCGiving Grace Project$500
RESOURCE AREA FOR TEACHING
1355 RIDDER PARK DRSAN JOSECA95131N/APCGeneral & Unrestricted$400
RETHINK THE CONVERSATION LTD
45 W 54TH ST 3CNEW YORKNY10019N/APCGeneral & Unrestricted$360
RIVERSIDE PARK CONSERVANCY INC
475 RIVERSIDE DR STE 455NEW YORKNY10115N/APCGeneral & Unrestricted$500
ROBERT W WOODRUFF ARTS CENTER INC
1280 PEACHTREE ST NEATLANTAGA30309N/APCGeneral & Unrestricted$500
ROC USA LLC
6 LOUDON RD STE 501CONCORDNH03301N/APCGeneral & Unrestricted$1,000
ROMAN CATHOLIC CHURCH OF THE ASCENSION
221 W 107TH STNEW YORKNY10025N/APCGeneral & Unrestricted$750
ROUND HOUSE THEATRE INC
4545 E W HWYBETHESDAMD20814N/APCGeneral & Unrestricted$400
RURAL DEVELOPEMENT INSTITUTE AKA LANDESA
1424 4TH AVE STE 300SEATTLEWA98101N/APCGeneral & Unrestricted$2,000
SAINTS CONSTANTINE AND HELEN ROMANIAN ORTHODOX CHU
664 DICKENS RD NWLILBURNGA30047N/APCGeneral & Unrestricted$400
SALISBURY UNIVERSITY FOUNDATION INC
PO BOX 2655SALISBURYMD21802N/APCPublic Radio/TV broadcasting Division$250
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCGeneral & Unrestricted$400
SARAH LAWRENCE COLLEGE
1 MEAD WAYBRONXVILLENY10708N/APCGeneral & Unrestricted$500
SAVE THE BAY
1330 BROADWAY STE 1800OAKLANDCA94612N/APCGeneral & Unrestricted$400
SEAN CASEY ANIMAL RESCUE INC
153 E 3RD STBROOKLYNNY11218N/APCGeneral & Unrestricted$180
SEATTLE ART MUSEUM
1300 1ST AVESEATTLEWA98101N/APCGeneral & Unrestricted$250
SEATTLE EDUCATION ACCESS
6920 ROOSEVELT WAY NE STE 355SEATTLEWA98115N/APCGeneral & Unrestricted$250
SEATTLE UNIVERSITY
901 12TH AVESEATTLEWA98122N/APCInstitute of Public Service: Master's in Nonprofit Leadership program$250
SECOND CHANCE RESCUE INC
PO BOX 570701WHITESTONENY11357N/APCGeneral & Unrestricted$360
SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MA
750 CURTNER AVESAN JOSECA95125N/APCGeneral & Unrestricted$1,000
SEED SAVERS EXCHANGE INC
3094 N WINN RDDECORAHIA52101N/APCGeneral & Unrestricted$400
SHAKESPEARE THEATRE
516 8TH ST SEWASHINGTONDC20003N/APCGeneral & Unrestricted$3,000
SHUNPIKE ARTS COLLECTIVE dba SHUNPIKE
220 2ND AVE S STE 102SEATTLEWA98104N/APCGeneral & Unrestricted$400
SIDWELL FRIENDS SCHOOL
3825 WISCONSIN AVE NWWASHINGTONDC20016N/APCPosner Family Scholarship Fund$1,000
SMITH AGENCY
14364 E EVANS AVEAURORACO80014N/APCGeneral & Unrestricted$500
SMITHSONIAN INSTITUTION
PO BOX 37012WASHINGTONDC20013N/APCGeneral & Unrestricted$250
SOME INC
60 O ST NWWASHINGTONDC20001N/APCGeneral & Unrestricted$1,000
SOUND GENERATIONS
2208 2ND AVE STE 100SEATTLEWA98121N/APCGeneral & Unrestricted$2,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGeneral & Unrestricted$180
SOUTHERN TENNIS PATRONS FOUNDATION INC
5685 SPALDING DRPEACHTREE CORGA30092N/APCGeneral & Unrestricted$250
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVESAN FRANCISCOCA94102N/APCGeneral & Unrestricted$400
ST BALDRICKS FOUNDATION INC
1333 S MAYFLOWER AVE STE 400MONROVIACA91016N/APCGeneral & Unrestricted$400
STRATHMORE HALL FOUNDATION INC
5301 TUCKERMAN LNN BETHESDAMD20852N/APCGeneral & Unrestricted$250
STREET GRACE INC
C/O N AVE PRESBYTERIAN CHURCH 607 PATLANTAGA30308N/APCGeneral & Unrestricted$500
STUDIO THEATRE INC
1501 14TH ST NWWASHINGTONDC20005N/APCGeneral & Unrestricted$350
SUPER LEADERS INCORPORATED
2127 G ST NW STE 303WASHINGTONDC20052N/APCGeneral & Unrestricted$1,000
SUPPORT CENTER FOR NONPROFIT MANAGEMENT INC
42 BROADWAY 20TH FLRNEW YORKNY10004N/APCprograms to develop talent and career pathways for the non-profit sector$1,500
SUTTER BAY MEDICAL FOUNDATION
795 EL CAMINO REALPALO ALTOCA94301N/APCGeneral & Unrestricted$400
SWEET PEA COTTAGE ENTERPRISES
2011 1ST AVE NSEATTLEWA98109N/APCGeneral & Unrestricted$400
THE ASPEN INSTITUTE INC
ONE DUPONT CIR NW STE 700WASHINGTONDC20036N/APCJustice & Society Program, Justice Associates$1,000
THE CITY OF OXFORD POLICE DEPARTMENT
715 MOLLY BARR RDOXFORDMS38655N/AGOVMounted Police friends fund$250
THE FOUNDRY THEATRE INC
140-142 2ND AVE STE 405NEW YORKNY10003N/APCGeneral & Unrestricted$400
THE JEWISH FEDERATION OF GREATER WASHINGTON INC
6101 EXECUTIVE BLVDNORTH BETHESDAMD20852N/APCGeneral & Unrestricted$1,000
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028N/APCGeneral & Unrestricted$250
THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC
383 MAIN AVE 5TH FLNORWALKCT06851N/APCGeneral & Unrestricted$200
THE ROBERT GIARD FOUNDATION
555 5TH AVE 11TH FLNEW YORKNY10017N/APCGeneral & Unrestricted$1,500
THE ROBERT GIARD FOUNDATION
555 5TH AVE 11TH FLNEW YORKNY10017N/APCSpecial, non-recurring grant to support preparation and consultant assistance for Dec. 2016 Board retreat$3,000
THE SCHECHTER INSTITUTES INC
BOX 3566 PO BOX 8500PHILADELPHIAPA19178N/APCGeneral & Unrestricted$1,000
THE SCHECHTER INSTITUTES INC
BOX 3566 PO BOX 8500PHILADELPHIAPA19178N/APCGeneral & Unrestricted$500
THE SENIOR CONNECTION OF MONTGOMERY COUNTY INC
3950 FERRARA DRSILVER SPRINGMD20906N/APCGeneral & Unrestricted$400
THE SHEPHERDS TABLE INC
8106 GEORGIA AVESILVER SPRINGMD20910N/APCGeneral & Unrestricted$500
THE TASK FORCE FOR GLOBAL HEALTH INC
325 SWANTON WAYDECATURGA30030N/APCGeneral & Unrestricted$400
THE TOMORROW FUND
593 EDDY STPROVIDENCERI02903N/APCGeneral & Unrestricted$400
THE WASHINGTON SCHOOL FOR GIRLS
3521 13TH ST NWWASHINGTONDC20010N/APCGeneral & Unrestricted$500
THEATRE PUGET SOUND
PO BOX 19643SEATTLEWA98109N/APCGeneral & Unrestricted$250
THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT
1 GLOBAL PLGLENDALEAZ85306N/APCGeneral & Unrestricted$500
TRANSLATORS WITHOUT BORDERS-US INC
30 MAIN STDANBURYCT06810N/APCGeneral & Unrestricted$5,000
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ08543N/APCGraduate Alumni Annual Giving Campaign$800
TRUSTEES OF THE SMITH COLLEGE
33 ELM STNORTHAMPTONMA01063N/APCGeneral & Unrestricted$1,000
U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC
2231 CRYSTAL DR STE 350ARLINGTONVA22202N/APCGeneral & Unrestricted$400
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
130 E 59TH STNEW YORKNY10022N/APCGeneral & Unrestricted$1,000
UNITED METHODIST CHURCH & ITS AFFILIATED ORGANIZAT
PO BOX 9068NEW YORKNY10087N/APCGeneral & Unrestricted$400
UNITED WAY OF FORSYTH COUNTY INC
PO BOX 1350CUMMINGGA30028N/APCGeneral & Unrestricted$400
UNITED WAY OF THE NATIONAL CAPITAL AREA
1577 SPRING HILL RD STE 420VIENNAVA22182N/APCGeneral & Unrestricted$1,000
UNIVERSITY BEYOND BARS
PO BOX 31525SEATTLEWA98103N/APCGeneral & Unrestricted$250
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT ST STE 725DENVERCO80203N/APCKittredge Honors Program$500
UNIVERSITY OF MISSISSIPPI FOUNDATION
406 UNIVERSITY AVEOXFORDMS38655N/APCGeneral & Unrestricted$500
UNIVERSITY OF WASHINGTON-BOTHELL CAMPUS
BOX 358544 18115 CAMPUS WAY NEBOTHELLWA98011N/AGOVInterdisciplinary Arts & Sciences: MACS program$400
URBAN INSTITUTE
2100 M ST NWWASHINGTONDC20037N/APCGeneral & Unrestricted$3,000
VILLAGE HARVEST CORPORATION
PO BOX 9231SAN JOSECA95157N/APCGeneral & Unrestricted$400
WASHINGTON AREA WOMENS FOUNDATION INC
1331 H ST NW STE 1000WASHINGTONDC20005N/APCGeneral & Unrestricted$1,000
WASHINGTON BALLET
3515 WISCONSIN AVE NWWASHINGTONDC20016N/APCCharitable Event$400
WASHINGTON HEBREW CONGREGATION
3935 MACOMB ST NWWASHINGTONDC20016N/APCGeneral & Unrestricted$360
WASHINGTON JESUIT ACADEMY
900 VARNUM ST NEWASHINGTONDC20017N/APCGeneral & Unrestricted$3,000
WASHINGTON JESUIT ACADEMY
900 VARNUM ST NEWASHINGTONDC20017N/APCto support merit-based awards to exceptional career faculty$2,000
WELLSPRING LIVING INC
860 JOHNSON FERRY RD STE 140-331ATLANTAGA30342N/APCGeneral & Unrestricted$400
WEST SIDE CENTER FOR COMMUNITY LIFE INC
263 W 86TH STNEW YORKNY10024N/APCGeneral & Unrestricted$1,500
WEST SIDE HATZOLOH
131 W 86TH STNEW YORKNY10024N/APCGeneral & Unrestricted$1,000
WHITMAN-WALKER CLINIC INC
1701 14TH ST NWWASHINGTONDC20009N/APCGeneral & Unrestricted$400
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC20090N/APCGeneral & Unrestricted$400
WING LUKE MEMORIAL FOUNDATION
719 S KING STSEATTLEWA98104N/APCGeneral & Unrestricted$250
WOMENS FUNDING ALLIANCE
2101 4TH AVE STE 1330SEATTLEWA98121N/APCGeneral & Unrestricted$1,000
WOODLAND SCHOOL
360 LA CUESTA DRPORTOLA VALLEYCA94028N/APC2016-2017 Annual Fund Campaign$500
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037N/APCGeneral & Unrestricted$150
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037N/APCTigers Initiative$400
YOU GROW GIRL
10215 LAKE CITY WAY NE STE HSEATTLEWA98125N/APCGeneral & Unrestricted$150
YOUNG JUDAEA GLOBAL INC
575 8TH AVE 11TH FLNEW YORKNY10018N/APCGeneral & Unrestricted$1,000
YOUTH THEATER NORTHWEST
PO BOX 296MERCER ISLANDWA98040N/APCGeneral & Unrestricted$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$281,610TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$240ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$108,575ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,590ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINTEREST INCOME ON NOTES RECEIVABLEDesc
Exclusion14ExclusionCd
Exclusion$35,707ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$149,112ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$149,112TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

Short ExplanationShortExplanationTxt
James R Posner
* removed from positions in June 2016.
Rachel C Smith
* removed from position in June 2016.

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AB SELECT US EQUITY PORTFOLIO$124,686$130,517
ABBOTT LABS$24,892$38,410
ALLIANCE BERNSTEIN VALUE FUND$97,120$110,168
ALLIANCEBERN DISCOVERY GROWTH$42,692$50,523
ALLIANCEBERN DISCOVERY VALUE F$50,266$57,335
ALLIANCEBERN GLOBAL BOND ADV$124,340$123,559
ALLIANCEBERN HIGH INCOME ADVIS$128,277$126,023
ALLIANCEBERNSTEIN CONCENTRATED$107,200$104,914
ALLICANCEBERNSTEIN REALL ASSET$83,806$64,449
AMERICAN FUNDS BOND FD OF AMER$112,054$110,758
AMERICAN INVESTMENT CO OF AMER$90,705$172,821
BANK OF NOVA SCOTIA$53,254$55,680
BERKSHIRE HATHAWAY INC. CLASS$4,124$8,149
BERNSTEIN EMERGING MARKETS$48,443$44,040
BERNSTEIN INTERMEDIATE DURATIO$258,980$242,740
BERNSTEIN INTERNATIONAL PORTFO$192,337$206,957
BLACKROCK GNMA PORTFOLIO INSTI$130,458$123,968
DOMINION RESOURCES INC$25,030$76,590
DU PONT DE NEMOURS$26,884$51,380
EXELON CORPORATION$42,495$35,490
EXXON MOBIL CORP$1,305$90,260
FIRST TRUST MLP AND ENERGY INC$60,000$48,420
GENERAL ELECTRIC CO$30,093$113,760
GENERAL MOTORS CORP (GMW)$1,374
GENERAL MOTORS CORP (XGM)$1,832
GLAXOSMITHKLINE PLC$43,789$38,510
INTEL CORP$37,624$72,540
INTERNATIONAL BUSINESS MACHINE$7,586$82,995
IVY SCIENCE AND TECHNOLOGY$101,084$188,470
JOHNSON & JOHNSON$18,625$115,210
MFS MUNICIPAL HIGH INCOME CL A$124,909$123,672
NATIONAL RETAIL PROPERTIES INC$34,159$44,200
NOVARTIS AG ADR$55,676$72,840
PEPSICO INC$37,912$47,084
PROCTER GAMBLE CO$61,584$63,060
ROYAL DUTCH SHEL PLC SPONS ADR$64,461$57,970
SANFORD C BERNSTEIN FD, INC OV$278,887$255,653
SANFORD C. BERNSTEIN FD, INC.$63,557$62,362
SCHWAB DIVIDEND EQUITY FD SELE$60,000$51,471
SCHWAB INTERNATIONAL INDEX FUN$60,000$51,566
UNILEVER PLC AMER$104,298$101,750
UNION PACIFIC$3,983$114,048
VERIZON COMMUNICATIONS$58,088$96,831
WASH REAL EST INV TR MARYLAND$14,995$68,649

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$128,613StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$125,182StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$20,848$20,848
Bank Charges$275$275
Foundation Dues & Memberships$1,700$1,700
OFFICE SUPPLIES & EXPENSES$160$160
Property insurance$251$251

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescInterest Income on Notes receivableDesc
Revenue And Expenses Per Books$35,707RevenueAndExpensesPerBooksAmt
Net Investment Income$35,707NetInvestmentIncomeAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (11 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
GLOBAL SUN PARTNERS
$100,000$100,0002010-112018-12INTEREST QUARTERLY; PRINCIPAL UPON MATURITY7.5NONESOLAR ENERGY PROJECTSCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$80,000
ROOT CAPITAL INC
$50,000$50,0002015-112018-12INTEREST SEMI-ANNUALLY; PRINCIPAL UPON MATURITY2.25NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$50,000
IMPACT ASSETS
$50,000$50,0002016-124.NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$50,000
ENTERPRISE COMMUNITY LOAN FUND INC
$50,000$50,0002015-072018-07INTEREST ANNUALLY; PRINCIPAL UPON MATURITY2.NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$50,000
ESSENTIAL CAPITAL CONSORTIUM BV
$150,000$150,0002014-122019-12INTEREST SEMI-ANNUALLY; PRINCIPAL UPON MATURITY4.NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$150,000
ROOT CAPITAL INC
$50,000$50,0002013-122018-12INTEREST SEMI-ANNUALLY, PRINCIPAL UPON MATURITY2.75NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$50,000
CONTACT FUND
$30,000$50,0002015-122018-09INTEREST ANNUALLY; PRINCIPAL UPON MATURITY3.75NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$50,000
FINCA INT'L SENIOR NOTE
$100,000$02009-112016-11INTEREST SEMI-ANNUALLY; PRINCIPAL UPON MATURITY7.5NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$100,000
FINCA INT'L MEZZANINE NOTE
$100,000$02009-112016-11INTEREST SEMI-ANNUALLY; PRINCIPAL UPON MATURITY11.8NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$50,000
IMPACT ASSETS INC (RE HISP MATTER)
$100,000$75,0002012-122020-12INTEREST QUARTERLY; PRINCIPAL UPON MATURITY1.8NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$75,000
NONPROFIT FINANCE FUND
$100,000$02011-082016-08INTEREST QUARTERLY; PRINCIPAL UPON MATURITY5.NONEINVESTMENTCASH CASH CASH CASH CASH CASH CASH CASH CASH CASH CASH$100,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$6,754$6,754
Philanthropic Consulting Srvcs$1,760$1,760

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2016$5,400
990-PF Extension for 2015$1,178
Foreign Tax Paid$733$733

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