2016-08-11T16:38:10-05:00 2015-12-31 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990PF 2015-01-01 521358159 MARPAT FOUNDATION INCORPORATED % RICHARD H SCHOENFELD MARP 2022322112 PO BOX 1080 BRANDYWINE MD 20613 RICHARD SCHOENFELD ASST. TREASURER 2022322112 2016-07-29 true JOEL C SUSCO P00189961 3012726000 2015 2016-12-15 16:53:06Z X 6511206 X 0 X 5539 5539 114705 114705 723554 3204536 723554 843798 843798 4369 4369 26409 13204 0 13205 23470 11735 0 11735 45040 43040 2000 8107 132003 132003 239398 67979 0 163312 2314000 2314000 2553398 67979 0 2477312 -1709600 775819 14776 1395738 1850978 1850978 7562041 4650719 4650719 0 9509 9509 8972555 6511206 6511206 1623 0 14807 0 16430 0 X 8956125 6511206 8956125 6511206 8972555 6511206 8956125 -1709600 7246525 735319 6511206 PUBLICLY TRADED SECURITIES P 2014-01-01 2015-12-31 3090324 2480982 609342 609342 CAPITAL GAIN DIVIDENDS P 114212 723554 false 4101120 12347686 0.332137 3951367 14636905 0.269959 3889781 17017424 0.228576 3933983 20141473 0.195318 3838542 21775172 0.176281 1.202271 0.240454 8590052 2065512 7758 2073270 2477312 X 7758 7758 7758 17266 17266 9508 9508 false false false false false false false true true MD true false false false false true www.foundationcenter.org/grantmaker/marpat/ RICHARD H SCHOENFELD 3019514455 2 WISCONSIN CIRCLE 500 CHEVY CHASE MD 20815 false false false false true false false false false false false false false false false false false false false false false false SAMUEL N STOKES PO BOX 1080 BRANDYWINE MD 20613 PRESIDENT/DIRECTOR 12.0 0 0 0 CHRISTINE MINTER-DOWD PO BOX 1080 BRANDYWINE MD 20613 VICE PRESIDENT/DIRECTOR 4.0 0 0 0 ARTHUR A WARREN PO BOX 1080 BRANDYWINE MD 20613 TREASURER/DIRECTOR 4.0 0 0 0 SHERRILL M HOUGHTON PO BOX 1080 BRANDYWINE MD 20613 SECRETARY/DIRECTOR 4.0 0 0 0 JOY DRACHMAN PO BOX 1080 BRANDYWINE MD 20613 ASSISTANT SECRETARY/DIRECTOR 4.0 4369 0 0 RUTH FLYNN PO BOX 1080 BRANDYWINE MD 20613 ASST. TREASURER(THRU 6/3/2015) 4.0 18882 0 0 RICHARD SCHOENFELD PO BOX 1080 BRANDYWINE MD 20613 ASST. TREASURER (EFF 6/3/2015) 4.0 12000 0 0 0 0 NONE NONE 6073775 2647090 0 8720865 0 8720865 130813 8590052 429503 429503 7758 7758 421745 421745 421745 2477312 0 0 0 0 2477312 7758 2469554 421745 0 2013 2012 2011 0 2771295 2948551 3052308 3252722 3510324 15535200 2477312 0 421745 2055567 17590767 0 0 0 0 2771295 14819472 2948551 3052308 3252722 3510324 2055567 NA NA X 501cTECH Inc 2001 S Street NW Ste 630 Washington DC 20009 N/A PC Social Services 40000 Accokeek Foundation Inc 3400 Bryan Point Road Accokeek MD 20607 N/A PC Environmental 20000 Amherst College Trustees PO Box 5000 Amherst MA 01002 N/A PC Art/Culture 20000 Anacostia Watershed Society 4302 Baltimore Avenue Bladensburg MD 20710 N/A PC Environmental 40000 Audubon Naturalist Society 8940 Jones Mill Road Chevy Chase MD 20815 N/A PC Environmental 10000 Bright Beginnings Inc 128 M Street NW Ste 150 Washington DC 20001 N/A PC Youth Services 40000 Building Bridges Across The River 1901 Mississippi Avenue SE Washington DC 20020 N/A PC Social Services 75000 C & O Canal Trust Inc 1850 Dual Highway Ste 100 Hagerstown MD 21740 N/A PC Historic Preservation 50000 Calvary Women's Services Inc 1217 Good Hope Road SE Washington DC 20020 N/A PC Social Services 35000 Capital Fringe 607 New York Avenue NW Washington DC 20001 N/A PC Art/Culture 30000 Chesapeake Bay Trust 60 West Street Ste 405 Annapolis MD 21401 N/A PC Environmental 30000 Chespeake Legal Alliance Inc 69 Franklin Street Annapolis MD 21401 N/A PC Environmental 30000 Christ House 1717 Columbia Road NW Washington DC 20009 N/A PC Social Services 15000 Community Clinic Inc 8630 Fenton Street Ste 1204 Silver Spring MD 20910 N/A PC Family Planning 125000 Community Foundation for the NCR 1201 15th Street NW Ste 420 Washington DC 20005 N/A PC Social Services 5000 Community Services Agency of the MWC AFL-CIO 888 16th Street NW Ste 520 Washington DC 20006 N/A PC Social Services 50000 Cultural Data Project 400 Market Street Ste 600 Philadelphia PA 19106 N/A PC Art/Culture 15000 DC Appleseed Center for Law and Justice 1111 14th Street NW Ste 510 Washington DC 20005 N/A PC Environmental 30000 DC Campaign to Prevent Teen Pregnancy 1101 Fifteenth Street NW Ste 1212B Washington DC 20005 N/A PC Family Planning 30000 DC Creative Writing Workshop 601 Mississippi Avenue SE Washington DC 20032 N/A PC Youth Services 20000 DC Rape Crisis Center 5321 First Place NE Washington DC 20011 N/A PC Family Planning 20000 Earthjustice 50 California Street Ste 500 San Francisco CA 94111 N/A PC Environmental 25000 EarthReports Inc dba Patuxent Riverkeeper 17412 Nottingham Road Upper Marlboro MD 20772 N/A PC Environmental 35000 Employment Justice Center 1413 K Street NW 5th Fl Washington DC 20005 N/A PC Social Services 25000 Environmental Film Festival in the Nation's Capita 1228 31st Street NW Washington DC 20007 N/A PC Environmental 14000 Fair Chance 2001 S Street NW Ste 310 Washington DC 20009 N/A PC Social Services 50000 Father McKenna Center Inc 19 Eye Street NW Washington DC 20001 N/A PC Social Services 60000 Federal City Council 1156 15th Street NW Ste 600 Washington DC 20005 N/A PC Environmental 150000 Friends of Peirce Mill Inc 2036 Pierce Mill Road NW Washington DC 20010 N/A PC Historic Preservation 10000 Friends of the National Arboretum 3501 New York Avenue NE Washington DC 20002 N/A PC Youth Services 50000 GALA (Grupo de Artistas Latino Americanos) PO Box 43209 Washington DC 20010 N/A PC Art/Culture 40000 Higher Achievement Program Inc 1750 Columbia Road NW Washington DC 20009 N/A PC Youth Services 30000 Historical Society of Washington DC 801 K Street NW Washington DC 20001 N/A PC Historic Preservation 50000 Homeless Childrens Playtime Project 1525 Newton Street NW Washington DC 20010 N/A PC Youth Services 40000 International Student House 1825 R Street NW Washington DC 20009 N/A PC Diplomacy 25000 Jefferson Patterson Park and Museum 10115 MacKall Road Saint Leonard MD 20685 N/A PC Historic Preservation 75000 Karuna Center for Peacebuilding 447 West Street Amherst MA 01002 N/A PC Diplomacy 30000 La Clinica del Pueblo Inc 2831 15th Street NW Washington DC 20009 N/A PC Family Planning 50000 Latin American Youth Center 1419 Columbia Road NW Washington DC 20009 N/A PC Youth Services 50000 Life Pieces to Masterpieces Inc 5600 Eads Street NE Washington DC 20019 N/A PC Youth Services 40000 Mary's Center for Maternal & Child Care 2333 Ontario Road NW Washington DC 20009 N/A PC Family Planning 50000 Old Salem Inc dba Old Salem Museum & Gardens 600 S Main Street Winston Salem NC 27101 N/A PC Historic Preservation 30000 Post-Classical Ensemble 5104 44th Street NW Washington DC 20016 N/A PC Art/Culture 50000 Potomac Riverkeeper 1615 M Street NW 2nd Fl Washington DC 20036 N/A PC Environmental 40000 Project Create 2401 Virginia Avenue NW Washington DC 20037 N/A PC Youth Services 25000 Pyramid Atlantic Art Center 8230 Georgia Avenue Silver Spring MD 20910 N/A PC Art/Culture 40000 River Network 434 NW Sixth Avenue Ste 304 Portland OR 97209 N/A PC Environmental 18000 Rock Creek Conservancy 4825 Cordell Avenue Ste 200 Bethesda MD 20814 N/A PC Environmental 25000 Round House Theatre 4545 East West Highway Bethesda MD 20814 N/A PC Art/Culture 40000 Signature Theatre 4200 Campbell Avenue Arlington VA 22206 N/A PC Art/Culture 60000 The Fishing School Inc 4737 Meade Street NE Washington DC 20019 N/A PC Youth Services 50000 The Phillips Collection 1600 Twenty-First Street NW Washington DC 20009 N/A PC Art/Culture 25000 The Posse Foundation Inc 14 Wall Street Ste 8A-60 New York NY 10005 N/A PC Youth Services 50000 Urban Ed 2041 MLK Jr Avenue SE Ste M-2 Washington DC 20020 N/A PC Education 55000 USICOMOS 1307 New Hampshire Avenue NW Washington DC 20036 N/A PC Historic Preservation 20000 West Virginia Rivers Coalition 3501 Maccorkle Ave Ste 129 Charleston WV 23504 N/A PC Environmental 40000 Woolly Mammoth Theatre Company 641 D Street NW Washington DC 20004 N/A PC Art/Culture 67000 World Arts Focus (dba Joe's Movement Emporium) 3309 Bunker Hill Road Mount Rainier MD 20712 N/A PC Art/Culture 50000 2314000 14 5539 14 114705 18 723554 843798 843798 false false false false false false false false false false BOND BEEBE, PC FINANCIAL STATEMENT REVIEW AND FORM 990-PF PREPARATION 23470 11735 11735 JOY DRACHMAN PROVIDED SERVICES IN REGARDS TO WARDS 7 & 8 REPORT FOR WRITING AND WORKING WITH THE EDITOR AND PUBLICATION DESIGNER. JOY HAS EXTENSIVE EXPERTISE IN SOCIAL SERVICE ORGANIZATIONS AND THE RATE OF PAY FOR HER SERVICES ARE DEEMED REASONABLE. RUTH FLYNN PROVIDES LEGAL AND ADMIN SERVICES THROUGH HER BUSINESS ENTITY ORGANIZED AS A "PLLCWAS APPOINTED IN 2012 THE ASSISTANT TREASURER OF MARPAT FOUNDATION, INC UNTIL HER RESIGNATION JUNE 2015. ALL FEES PAID TO THE "PLLC" ARE FOR PROFESSIONAL SERVICES PROVIDED TO THE FOUNDATION AND UNDER IRC SECTION 6652 ARE CONSIDERED REASONABLE AND NOT SUBJECT TO THE SELF-DEALING EXCISE TAX. RICHARD SCHOENFELD APPOINTED ASSISTANT TREASURER EFFECTIVE JUNE 2015 AND IS THE PRESIDENT OF INTERVEST, LTD ("LTD"). PRIOR TO HIS APPOINTMENT AS AN OFFICER, RICHARD THROUGH HIS COMPANY HAS PROVIDED INVESTMENT ADVISORY SERVICES TO MARPAT OVER THE YEARS AND THIS RELATIONSHIP CONTINUTED UPON HIS APPOINTMENT AS ASSISTANT TREASURER. ADDITIONALLY, HIS FIRM WAS CONTRACTED IN 2015 TO PROVIDE BOOKKEEPING SERVICES FOR THE FOUNDATION DUE TO THE DEPARTURE OF THEIR PREVIOUS BOOKKEEPER AS OF JUNE 2015. ALL FEES ARE PAID TO THE "LTD" ARE FOR PROFESSIONAL SERVICES PROVIDED TO THE FOUNDATION AND UNDER IRC SECTION 6652 ARE CONSIDERED REASONABLE AND NOT SUBJECT TO THE SELF-DEALING EXCISE TAX. 8681.602 AM BEACON INTL FMV 153143 153143 1977.089 COLUMBIA ACORN INTL FMV 77344 77344 6006.774 COLUMBIA ACORN Z FMV 0 0 6876.446 FMI LARGE CAP FMV 127971 127971 1675.911 HARBOR CAP APP INS FMV 101912 101912 1718.989 HARBOR INTL INS FMV 102159 102159 3714.276 JENSEN QUAL GROWTH FMV 135682 135682 10637.81 JH DIS VALUE MD CAP FMV 203714 203714 41100.412 NW INTM BOND FMV 428266 428266 3436.019 ODYSSEY AGG GROWTH FMV 111327 111327 3836.435 ODYSSEY GROWTH FMV 104811 104811 53862.097 PIMCO LOW DUR FMV 531080 531080 3408.033 PRICE EQU INC FMV 96993 96993 32.158 PRICE SM CAP STOCK FD FMV 1242 1242 3749.892 PRICE SM CAP VALUE FD FMV 136087 136087 2250.237 SOUND SHORE FUND FMV 92935 92935 2739.973 VAN 500 INDEX ADM FMV 516430 516430 2952.028 VAN EXTM INDEX ADM FMV 187690 187690 2111.45 VAN GROWTH INDEX ADM FMV 115644 115644 36166.708 VAN HI YIELD ADM FMV 200364 200364 1148.449 VAN INTL GROWTH ADM FMV 77015 77015 4235.439 VAN INTL INDEX ADM FMV 102667 102667 44329.411 VAN INTM INVGR ADM FMV 427335 427335 50218.14 VAN SH INVGR ADM FMV 530304 530304 1490.642 VAN WINDSOR II ADM FMV 88604 88604 RUTH S FLYNN, PLLC LEGAL SERVICES AND CONSULTING, CORRESPONDENCE, AND DRAFTING DOCUMENTS. 18882 9441 9441 LARS ETZKORN LAW, PLLC LEGAL SERVICES AND CONSULTING, CORRESPONDENCE, AND DRAFTING DOCUMENTS 7527 3763 3764 EXCISE TAX RECEIVABLE 0 9509 9509 UNREALIZED LOSS ON INVESTMENTS 735319 TABULATING AND SECRETARIAL 47475 47475 CONSULTING FEES 53650 53650 SUBSCRIPTIONS/DUES 15500 15500 BOARD MEETING EXPENSES 8626 8626 OFFICE SUPPLIES & EXPENSES 5612 5612 INSURANCE 836 836 BANK CHARGES 304 304 EXCISE TAX PAYABLE 14807 0 INVESTMENT ADVISORY AND CUSTODIAL FEES: INTERVEST LTD 10000 10000 PRUDENT MGT ASSOCIATES 33040 33040 BOOKKEEPING FEES: INTERVEST LTD 2000 2000 INVESTMENT INCOME EXCISE TAX 8107