2015-11-02T14:51:05-06:00 2014-12-31 530126010 ROBERT PHILIPSON & CO 8601 GEORGIA AVE STE 1001 SILVER SPRING MD 20910 990PF 2014-01-01 521646030 MEAD FAMILY FOUNDATION C/O INTENTIONAL PHILANTHROPY LLC MEAD 3017614433 3 BETHESDA METRO CENTER NO 350 BETHESDA MD 20814 INTENTIONAL PHILANTHROPY LLC FOUNDATION MANAGER 3017614433 2015-11-02 1 RICHARD PHILIPSON P00169171 3016083900 2014 2016-03-07 17:11:31Z X 21700566 X 700000 1613 1613 469531 458477 348915 4828637 348915 108740 108740 1628799 917745 0 0 0 979 0 979 3590 1795 1795 205858 73658 132200 54458 11861 0 294 0 294 27331 0 27331 3379 459 2920 295889 87773 165519 804500 804500 1100389 87773 970019 528410 829972 63500 61090 61090 953375 676788 676788 1417337 1202237 1227612 14892419 16618643 18627330 53474 285607 288665 467925 363271 807220 835006 11861 11861 18683036 19219497 21700566 7527 11861 7527 11861 X 0 0 0 0 18675509 19207636 18675509 19207636 18683036 19219497 18675509 528410 3717 19207636 0 19207636 SCHWAB #6608 35650 35513 137 137 SCHWAB #6608 4292850 4229187 63663 63663 SCHWAB #2635 39839 40019 -180 -180 SCHWAB #2635 174929 175003 -74 -74 CAPITAL GAINS DIVIDENDS P 285369 285369 285369 348915 0 882476 19396361 0.045497 905949 17520478 0.051708 861916 17793747 0.048439 894070 16945480 0.052762 561651 15117666 0.037152 0.235558 0.047112 21323655 1004600 8300 1012900 970019 16599 0 16599 0 16599 28000 10000 38000 21401 21401 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 1 0 0 1 N/A INTENTIONAL PHILANTHROPY LLC 3017614433 3 BETHESDA METRO CENTER SUITE 350 BETHESDA MD 20814 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH MEAD 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 PRESIDENT/TREASURER 2.00 0 0 0 DIANA MEAD 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 VICE PRES/SECRETARY 2.00 0 0 0 MARILYN MEAD 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 DIRECTOR 0.00 0 0 0 RITA BERG 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 DIRECTOR 0.00 0 0 0 CHRISTELLE SIOHAN 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 DIRECTOR 0.00 0 0 0 JONATHAN STAUB 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 DIRECTOR 0.00 0 0 0 WANDA STAUB 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 DIRECTOR 0.00 0 0 0 WILLIAM TUEGEL 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 DIRECTOR 0.00 0 0 0 NONE 0 INTENTIONAL PHILANTHROPY LLC 3 BETHESDA METRO 350 BETHESDA MD 20814 FOUNDATION MGMT 118000 HIGHLINE WEALTH MANAGEMENT ONE PRESERVE PARKWAY 610 ROCKVILLE MD 20852 INVESTMENT ADVISOR 73658 0 0 20127374 667500 853507 21648381 0 0 21648381 324726 21323655 1066183 1066183 16599 16599 1049584 0 1049584 0 1049584 970019 0 970019 0 970019 1049584 0 0 61113 49165 110278 970019 0 0 0 970019 0 79565 79565 30713 0 0 0 0 0 0 0 30713 30713 MEAD FAMILY FOUNDATION 3 BETHESDA METRO CENTER 350 BETHESDA MD 20814 3017614433 PLEASE CONTACT ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION PROPOSALS BY MARCH 15TH PLEASE CONTACT ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION OTHER SOLICITED GRANTS ARE AWARDED THROUGH A THIRD GENERATION BOARD DEVELOPMENT PROGRAM. AMERICAN UNIVERSITY SCHOOL OF COMMUNICATION 4400 MASSACHUSETTS AVENUE NW WASHINGTON DC 20016 NONE DISCRETIONARY GRANT TO SUPPORT THE CENTER FOR ENVIRONMENTAL FILMMAKING 5000 AUDUBON NATURALIST SOCIETY 8940 JONES MILL ROAD CHEVY CHASE MD 20815 NONE TO SUPPORT THE GREEN KIDS SALAD SCIENCE PROGRAM 20000 BETHESDA CHEVY CHASE HIGH SCHOOL EDUCATION FOUNDATION COLLEGE TRACKS 5126 MANNING DRIVE BETHESDA MD 20814 NONE TO SUPPORT MISSION OF GIVING LOW-INCOME, FIRST-GENERATION-TO-COLLEGE STUDENTS THE CHANCE TO GO TO COLLEGE WITH ENOUGH FINANCIAL AID AND CONTINUING SUPPORT TO HELP THEM ATTAIN THE DEGREES THEY SEEK 25000 CHILD'S PLAY 8040 161ST AVENUE NE PMB 418 REDMOND WA 98052 NONE DISCRETIONARY GRANT TO SUPPORT CHILD'S PLAY MISSION TO IMPROVE THE LIVES OF CHILDREN IN HOSPITALS AROUND THE WORLD THROUGH THE KINDNESS AND GENEROSITY OF THE VIDEO GAME INDUSTRY AND THE POWER OF PLAY 5000 CHILDREN'S INN AT NIH 7 WEST DRIVE BETHESDA MD 20814 NONE TO SUPPORT PEDIATRIC PATIENTS AND THEIR FAMILIES WHO ARE RECEIVING TREATMENTS FOR SERIOUS AND LIFE-THREATENING ILLNESSESTO SUPPORT THE MISSION OF CHILDREN'S INN AND THEIR NUTRITION PROGRAM SERVING PATIENTS AND THEIR CAREGIVERS 20000 CITY OF TALLAHASSEE - PALMER MUNROE TEEN CENTER 912 MYERS PARK DRIVE TALLAHASSEE FL 32301 NONE TO SUPPORT MISSION OF OFFERING A UNIQUE BLEND OF EDUCATIONAL CLASSES, WORKSHOPS, PROGRAMS AND RECREATION ACTIVITIES FOR YOUTH; AND SERVING AS A SAFE, PRODUCTIVE-ORIENTED HAVEN FOR MANY AREA YOUTH 15000 CLARKSBURG SPORTS ASSOCIATION PO BOX 145 CLARKSBURG MD 20871 NONE ADJUNCT BOARD GRANT TO SUPPORT CREATING A FUND USED FOR REGISTRATION FEES AND SPORTS EQUIPMENT PURCHASES FOR LOW-INCOME FAMILIES OR THOSE THAT FIND THE COST OF PARTICIPATING TO BE PROHIBITIVE 10000 COMMUNITIES IN SCHOOLS OF DURHAM 3412 WESTGATE DRIVE SUITE 301 DURHAM NC 27707 NONE TO SUPPORT PROGRAMS EMPOWERING STUDENTS TO STAY IN SCHOOL AND ACHIEVE IN LIFE 20000 COMMUNITY FOUNDATION FOR MONTGOMERY COUNTY 8720 GEORGIA AVENUE SUITE 202 SILVER SPRING MD 20910 NONE TO THE NON-PROFIT ADVANCEMENT FUND'S SUPPORT OF THE FINANCIAL MANAGEMENT & REPORTING INSTITUTE (FIRM);TO SUPPORT THE MONTGOMERY COUNTY FOOD COUNCIL SERVING THE COMMUNITY BY CREATING A SUSTAINABLE LOCAL FOOD SYSTEM; TO SUPPORT THE SHARING MONTGOMERY SUMMER YOUTH FUND SERVING YOUTH BY PROVIDING SUMMER PROGRAMS 50000 COMMUNITY FOUNDATION FOR NATIONAL CAPITAL REGION 8720 GEORGIA AVENUE SUITE 202 SILVER SPRING MD 20910 NONE 2014 GRANT 2500 COMPASS CENTER FOR WOMEN & FAMILIES PO BOX 1057 CHAPEL HILL NC 27514 NONE TO SUPPORT EFFORTS TO PREVENT AND END DOMESTIC VIOLENCE THROUGH DIRECT SERVICES AND COMMUNITY EDUCATION 40000 EAST DURHAM CHILDREN'S INITIATIVE 107 N DRIVER ST 3RD FLOOR DURHAM NC 27703 NONE TO SUPPORT PROGRAMS SERVING CHILDREN AND FAMILIES IN THE EAST DURHAM AREA 25000 ECO CITY FARMS 6010 TAYLOR ROAD RIVERDALE PARK MD 20737 NONE DISCRETIONARY GRANT TO SUPPORT THE WORK OF ECO-CITY FARMS IN SUSTAINABLE LOCAL URBAN FARMING 10000 EMILY K CENTER 904 W CHAPEL HILL STREET DURHAM NC 27701 NONE TO SUPPORT THE SCHOLARS TO COLLEGE PROGRAM WHICH PREPARES HIGH SCHOOL STUDENTS TO DEVELOP INTO GRADUATING SENIORS WHO ARE SELF-ASSURED, SCHOLARSHIP-ELIGIBLE AND COLLEGE-READY 20000 ENVIRONMENTAL WORKING GROUP 1436 U STREET NW SUITE 100 WASHINGTON DC 20009 NONE DISCRETIONARY GRANT TO SUPPORT EWG'S MISSION TO CONDUCT ORIGINAL, GAME-CHANGING RESEARCH THAT INSPIRES PEOPLE, BUSINESSES AND GOVERNMENTS TO TAKE ACTION TO PROTECT HUMAN HEALTH AND THE ENVIRONMENT 5000 FAMILY SUPPORT CENTER 4827 RUGBY AVE SUITE 302 BETHESDA MD 20814 NONE TO SUPPORT EXPANSION EFFORTS OF ITS BULLYING PREVENTION PROGRAM IN SCHOOLS THROUGHOUT MONTGOMERY COUNTY 10000 FERN CREEK ELEMENTARY SCHOOL FOUNDATION INC 1121 NORTH FERN CREEK AVENUE ORLANDO FL 32803 NONE TO SUPPORT THE CODING PROJECT 15000 FOOD RECOVERY NETWORK 806 MAPLEWOOD AVENUE TAKOMA PARK MD 20912 NONE TO SUPPORT PRE-COLLEGE ACADEMIC ENRICHMENT PROGRAMS FOR DC AREA PUBLIC MIDDLE AND HIGH SCHOOL STUDENTS 12000 FUTURE LINK PO BOX 355 GLEN ECHO MD 20812 NONE HONORARY SPEAKER GRANT; TO SUPPORT MISSION OF BUILDING SUCCESSFUL, SUSTAINABLE FUTURES BY PROVIDING SELF-ADVOCACY EDUCATION, CAREER DEVELOPMENT AND PATHWAY SUPPORTS (MENTORING, TUTORING, ACADEMIC ADVISING, SCHOLARSHIPS AND INTERNSHIPS) 16000 GENERATION HOPE 1201 15TH STREET NW SUITE 420 WASHINGTON DC 20005 NONE TO SUPPORT MISSION TO REDUCE POVERTY ONE FAMILY AT A TIME BY PROVIDING DIRECT SPONSORSHIPS AND ONE-ONE-ONE MENTORING TO TEEN PARENTS WHO ARE PURSUING COLLEGE DEGREES IN THE D.C. METRO AREA 20000 GROWING SOUL 10409 NAGLEE ROAD SILVER SPRING MD 20903 NONE DISCRETIONARY GRANT TO SUPPORT THE WORK OF GROWING SOUL IN DEVELOPING A ZERO WASTE SUSTAINABLE FOOD SYSTEM 10000 HABITAT FOR HUMANITY METRO MARYLAND 9110 GAITHER ROAD GAITHERSBURG MD 20877 NONE TO SUPPORT MISSION TO PROVIDE AFFORDABLE HOUSING SOLUTIONS TO RESIDENTS OF MONTGOMERY AND PRINCE GEORGE'S COUNTIES THROUGH HOMEOWNERSHIP OPPORTUNITIES, HOME REPAIRS, AND ITS RETAIL OPERATION RESTORE 5000 HOSPICE CARING 518 SOUTH FREDERICK AVENUE GAITHERSBURG MD 20877 NONE TO SUPPORT SERVICES FOR THOSE FACING LIFE THREATENING ILLNESSES OR GRIEVING THE DEATH OF A FAMILY MEMBER OR LOVED ONE 20000 IDENTITY 414 EAST DIAMOND AVE GAITHERSBURG MD 20877 NONE TO SUPPORT PROGRAMS AND SERVICES FOR DISADVANTAGED LATINO YOUTH AND FAMILIES IN MONTGOMERY COUNTY, MD; HONORARY SPEAKER GRANT TO SUPPORT THE MISSION OF IDENTITY 21000 INTER-FAITH FOOD SHUTTLE PO BOX 14638 RALEIGH NC 27620 NONE TO SUPPORT PROGRAMS THAT PROVIDE SOLUTIONS DESIGNED TO END HUNGER IN NORTH CAROLINA COMMUNITIES 25000 INTERFAITH WORKS 114 W MONTGOMERY AVENUE ROCKVILLE MD 20850 NONE TO SUPPORT SERVICES AND PROGRAMS ENGAGING FAITH BASED COMMUNITIES THAT HELP THE POOR THROUGH SERVICE EDUCATION AND ADVOCACY 20000 KABOOM 4455 CONNECTICUT AVE NW SUITE 8100 WASHINGTON DC 20008 NONE TO SUPPORT THE WORK OF THEIR MISSION TO CREATE GREAT PLAYSPACES THROUGH PARTICIPATION AND LEADERSHIP OF COMMUNITIES 15000 KIDZNOTES 120 MORRIS ST DURHAM NC 27701 NONE TO SUPPORT FREE-OF-CHARGE, CLASSICAL ORCHESTRAL INSTRUCTION FOR YOUTH IN DURHAM, NORTH CAROLINA 30000 MANNA FOOD CENTER 9311 GAITHER ROAD GAITHERSBURG MD 20877 NONE TO SUPPORT THE ELIMINATION OF HUNGER IN MONTGOMERY COUNTY THROUGH FOOD DISTRIBUTION, EDUCATION, AND ADVOCACY 20000 MAP INTERNATIONAL 4700 GLYNCO PARKWAY BRUNSWICK GA 31525 NONE DISCRETIONARY GRANT TO SUPPORT MAP'S MISSION TO HELP PEOPLE IN THE WORLD'S POOREST COMMUNITIES BY PROVIDING ESSENTIAL MEDICINE, PROMOTING COMMUNITY HEALTH DEVELOPMENT, AND PREVENTING AND MITIGATING DISEASE, DISASTER, AND OTHER HEALTH THREATS 5000 MENTAL HEALTH ASSOCIATION OF MONTGOMERY COUNTY 1000 TWINBROOK PARKWAY ROCKVILLE MD 20851 NONE TO SUPPORT ADVOCACY, EDUCATION AND COMMUNITY SERVICE PROGRAMS SUPPORTING MENTAL WELLNESS;TO SUPPORT THE SERVING TOGETHER PROJECT 50000 MONTGOMERY COUNTY PUBLIC SCHOOLS 850 HUNGERFORD DRIVE ROCKVILLE MD 20855 NONE TO SUPPORT ACCESS TO HEALTHY FOODS FOR SCHOOL-AGED CHILDREN (REAL FOOD 4 KIDS PROGRAM) 15000 NATIONAL FAMILY RESILIENCY CENTER 2000 CENTURY PLAZA SUITE 121 COLUMBIA MD 21044 NONE TO SUPPORT PROGRAMS AND SERVICES THAT HELP BUILD HEALTHY RELATIONSHIPS ACROSS THE LIFE CYCLE OF A FAMILY'S DEVELOPMENT 20000 NEW BEGINNINGS 2711 COVERED WAGON WAY OLNEY MD 20832 NONE DISCRETIONARY GRANT TO SUPPORT NEW BEGINNINGS' MISSION OF HELPING SEPARATED AND DIVORCED MEN AND WOMEN, WITH OR WITHOUT CHILDREN, THROUGHOUT THE METRO DC AREA 10000 NICK'S PLACE 4604 W CAROLINE AVE BELTSVILLE MD 20705 NONE TO SUPPORT THEIR MISSION OF PROVIDING A CLEAN, SAFE, SOBER, SUPERVISED AND STRUCTURED HOME TO YOUNG MEN 20-26 YEARS OF AGE IN WHICH TO BEGIN THE RECOVERY FROM THE DISEASE OF ADDICTION 5000 NONPROFIT VILLAGE 12320 PARLDAWN DRIVE ROCKVILLE MD 20850 NONE TO SUPPORT THE NONPROFIT VILLAGE OPERATIONS 10000 NORTH CAROLINA ARTS IN ACTION PO BOX 51277 DURHAM NC 27717 NONE TO SUPPORT ARTS EDUCATION FOR YOUTH IN NORTH CAROLINA 15000 OUR HOUSE 19715 ZION ROAD BROOKEVILLE MD 20833 NONE TO SUPPORT THE GREEN DORMITORY PROJECT WHICH WOULD ALLOW THE ORGANIZATION TO EXPAND THE NUMBER OF ADOLESCENTS SERVED BY THE EDUCATION AND JOB TRAINING AT OUR HOUSE 30000 PARENT ENCOURAGEMENT PROGRAM INC 10100 CONNECTICUT AVE KENSINGTON MD 20895 NONE DISCRETIONARY GRANT TO SUPPORT PEP'S MISSION OF BUILDING STRONG, HARMONIOUS FAMILY RELATIONSHIPS THROUGH PARENTING EDUCATION, SKILLS TRAINING AND SUPPORT 5000 PARTNERS FOR YOUTH OPPORTUNITY 1309 HALLEY STREET DURHAM NC 27707 NONE TO SUPPORT MISSION TO PARTNER WITH THE COMMUNITY TO PROVIDE DURHAM YOUTH WITH OPPORTUNITIES TO CONNECT, DEVELOP, AND CONTRIBUTE THROUGH MENTORING, EMPLOYMENT AND EDUCATIONAL SUPPORT 20000 PICKARDS MOUNTAIN ECO-INSTITUTE 8519 PICKARDS MEADOW CHAPEL HILL NC 27516 NONE TO SUPPORT OUTDOOR LEARNING PROGRAM WORK FOR YOUTH 18000 RED WIGGLER COMMUNITY FARM PO BOX 968 CLARKSBURG MD 20876 NONE TO SUPPORT RED WIGGLER'S ACTIVE PEOPLE AND HEALTHY PROGRAM 20000 UIC ATHLETICS 839 W ROOSEVELT ROAD CHICAGO IL 60608 NONE DISCRETIONARY GRANT TO SUPPORT THE GIRLS SOFTBALL PROGRAM'S LOCKER ROOM RENOVATION 10000 URBAN ALLIANCE FOUNDATION 2030 Q STREET NW WASHINGTON DC 20009 NONE TO SUPPORT HIGH SCHOOL INTERNSHIP PROGRAMS 50000 YOUTH EMPOWERED SOLUTIONS 4418 LOUISBURG ROAD SUITE 131 RALEIGH NC 27616 NONE DISCRETIONARY GRANT TO SUPPORT YES'S MISSION OF TRAINING YOUTH HOW TO IDENTIFY AND TAKE ADVANTAGE OF OPPORTUNITIES TO ENGAGE IN LOCAL, STATE AND NATIONAL ADVOCACY WORK 10000 804500 0 14 1613 14 469531 18 108740 18 348915 0 928799 0 928799 0 0 0 0 0 0 0 0 0 0 X X 1 THE JAYLEE MEAD 2008 CLAT 2220 DELAWARE AVENUE 14TH FLOOR WILMINGTON DE 198011621 700000 X ACCOUNTING FEES 3590 1795 1795 FORM 990 PF - PART IV LINE 1 CAPITAL GAINS & LOSSES DETAILED SCHEDULE OF REALIZED GAINS & LOSSES AVAILABLE UPON REQUEST HIGHLINE SECURITIES 2635 285607 288665 HIGHLINE SECURITIES 6608 16618643 18627330 338747 339159 863490 888453 CITI PRIVATE SELECTION FUND I LLC AT COST 12678 12677 HAMILTON LANE PRIVATE EQUITY AT COST 77175 159558 SSB MASTER FUND II OFFSHORE AT COST 0 196465 STEPSTONE MASTERS IV OFF TE A1 AT COST 273418 438520 LEGAL FEES 979 0 979 INVESTMENT INCOME RECEIVABLE 7527 11861 11861 DISTRIBUTIONS RECEIVABLE 827479 0 0 INSURANCE 750 0 750 DEDUCTIONS RELATED TO PORTFOLIO INCOME 371 371 0 DUES & MEMBERSHIPS 2170 0 2170 AMORTIZATION OF BOND PREMIUMS 78 78 0 BANK FEES 10 10 0 MASTERS FUND II - DISTRIBUTION IN EXCESS OF BASIS 109572 109572 109572 PRIVATE SELECTION FUND II, LP -833 -833 -833 PRIVATE SELECTION FUND II, LP 1 1 1 BOOK/TAX ADJUSTMENTS 3717 FOREIGN TAXES PAYABLE 7527 11861 INVESTMENT FEES 73658 73658 0 INTENTIONAL PHILANTHROPY 118000 0 118000 GRANT CONSULTING FEES 14200 0 14200 THE JAYLEE MEAD 2008 CLAT 2220 DELAWARE AVENUE 14TH FLOOR WILMINGTON DE 198011621 FOREIGN TAXES ON INVESTMENTS 11861 11861 0 FEDERAL EXCISE TAXES 42597 0 0