POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- POSNER-WALLACE FOUNDATION (EIN 52-6037555)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349102501
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:55:08-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526037555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Posner-Wallace Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUNDATION SOURCE | InCareOfNm |
| Business Name Control | POSN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James R Posner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,211,935 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $119 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $119 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,373,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,036 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,175 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,175 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $332,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,771 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,650 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,976 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,598 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $942 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,656 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $132 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $132 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $312 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,327 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,491 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $325,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $578,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $578,141 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $630,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $600,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $630,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $630,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $138,726 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $128,613 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $118,815 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,229,991 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,013,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,884,979 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,004 | CorporateBondsBOYAmt |
| Total Assets BOY | $4,324,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,350,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,211,935 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,324,591 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,350,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,324,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,350,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,324,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,350,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,324,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $400 | OtherIncreasesAmt |
| Subtotal | $4,350,449 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,350,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,373,185 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,197,149 | CostOrOtherBasisAmt |
| Gain Or Loss | $176,036 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $176,036 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,036 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $218,257 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,282,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050965 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $234,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,412,766 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068856 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,939,492 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067763 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,880 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,172,823 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $119,393 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,001,152 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059662 | DistributionYr5Rt |
| Total Distribution | 0.320828 | TotalDistributionRt |
| Average Distribution | 0.064166 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,093,285 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $326,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,195 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $330,011 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $286,105 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,390 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,390 | SubtotalAmt |
| Tax Based On Investment Income | $6,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,058 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,058 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,668 | OverpaymentAmt |
| Applied To ES Tax | $6,400 | AppliedToESTaxAmt |
| Refund | $268 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Suzanne M Cohen | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Diana Erbsen | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| James R Posner | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Trustee | 1.0 | $30,000 |
| Nicholas Posner | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Jill Prosky | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Elisabeth Posner Schouten | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Rachel C Smith | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec / Trustee | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,980,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $568,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $622,521 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,170,848 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,170,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,093,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,390 | TotalTaxAmt |
| Distributable Before Adj | $248,274 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $400 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,674 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $248,674 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $286,105 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $286,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,674 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $18,157 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,519 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,969 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,902 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,107 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $286,105 | QualifyingDistributionsAmt |
| Applied To Current Year | $248,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,431 | RemainingDistriFromCorpusAmt |
| Total Corpus | $245,085 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $226,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,519 | ExcessFromYear4Amt |
| Excess From Year3 | $53,969 | ExcessFromYear3Amt |
| Excess From Year2 | $74,902 | ExcessFromYear2Amt |
| Excess From Year1 | $8,107 | ExcessFromYear1Amt |
| Excess From Current Year | $37,431 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (243 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 501CTECH INC | |||||||
| 2001 S ST NW STE 630 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,500 |
| 826 SEATTLE | |||||||
| 8414 GREENWOOD AVE N | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $250 |
| ABRAHAM FUND INC | |||||||
| 9 E 45TH ST FL 7 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,000 |
| ACHILLES INTERNATIONAL INC | |||||||
| 42 W 38TH ST STE 400 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $800 |
| ACTION WITHOUT BORDERS INC | |||||||
| 302 5TH AVE FL 11 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| ALLIANCE FOUNDATION | |||||||
| PO BOX 480384 | DENVER | CO | 80248 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN CONSERVATORY THEATRE FOUNDATION | |||||||
| 30 GRANT AVE FL 7 | SAN FRANCISCO | CA | 94108 | N/A | PC | Women's Leadership Project: Women's Leadership in Residential Theaters study | $400 |
| AMERICAN HEART ASSOCIATION INC - SF division | |||||||
| 120 MONTGOMERY ST STE 1650 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $400 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 711 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | general operating support | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN UNIVERSITY-- WAMU 885 | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $300 |
| AMHERST COLLEGE TRUSTEES | |||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $800 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 5 PENN PLZ FL 16 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $250 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 170 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $200 |
| ANIMAL PROTECTION SOCIETY-FRIDAY HARBOR | |||||||
| PO BOX 1355 | FRIDAY HARBOR | WA | 98250 | N/A | PC | the care and feeding of Charley, the border collie/lab mix, and other animals in care of the APS-FH | $400 |
| ART WITH HEART | |||||||
| PO BOX 94402 | SEATTLE | WA | 98124 | N/A | PC | General & Unrestricted | $250 |
| ARTIST TRUST | |||||||
| 1835 12TH AVE | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $250 |
| ASHOKA | |||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | Ashoka fellows in Central America and general operations | $2,000 |
| ASHOKA | |||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | Ashoka fellows in Israel | $3,000 |
| ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE | |||||||
| 450 7TH AVE | NEW YORK | NY | 10123 | N/A | PC | General & Unrestricted | $400 |
| BALLARD FOOD BANK | |||||||
| 5130 LEARY AVE NW | SEATTLE | WA | 98107 | N/A | PC | General & Unrestricted | $1,000 |
| BALLET HISPANICO OF NEW YORK | |||||||
| 167 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY FL 8 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| BEEBE MEDICAL CENTER INC | |||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | N/A | PC | General & Unrestricted | $200 |
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | |||||||
| 330 7TH AVE STE 1902 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $800 |
| BETHESDA CHEVY CHASE RESCUE SQUAD INC | |||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $1,000 |
| BRAIN INJURY ASSOCIATION OF MARYLAND INC | |||||||
| 2200 KERNAN DR RM T810 | BALTIMORE | MD | 21207 | N/A | PC | General & Unrestricted | $1,000 |
| BREAD FOR THE CITY INC | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $2,500 |
| CAPITAL HOSPICE | |||||||
| 2900 TELESTAR CT | FALLS CHURCH | VA | 22042 | N/A | PC | Capital Caring - D.C. Division | $1,000 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 227 LAMB LN | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $400 |
| CARINGBRIDGE | |||||||
| 1715 YANKEE DOODLE RD STE 301 | EAGAN | MN | 55121 | N/A | PC | General & Unrestricted | $250 |
| CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA | |||||||
| 515 M ST SE bldg 74 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $500 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 |
| CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON | |||||||
| 100 23RD AVE S | SEATTLE | WA | 98144 | N/A | PC | Youth Tutoring Program: Read-A-Thon-Yesler Terrace Campaign | $250 |
| CENTRAL DISTRICT FORUM FOR ARTS AND IDEAS | |||||||
| PO BOX 22824 | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $350 |
| CHABAD OF RANCHO MIRAGE-THE TORAH OASIS | |||||||
| 72295 VIA MARTA | RANCHO MIRAGE | CA | 92270 | N/A | PC | General & Unrestricted | $360 |
| CHARITY GLOBAL INC - CHARITY WATER | |||||||
| 200 VARICK ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $250 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $500 |
| CHICAGO DRAMATISTS | |||||||
| 1105 W CHICAGO AVE | CHICAGO | IL | 60642 | N/A | PC | General & Unrestricted | $400 |
| CHILDRENS HOSPITAL | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | General & Unrestricted | $400 |
| CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | rebuilding the church Campaign | $250 |
| CITY HARVEST INC | |||||||
| 6 E 32ND ST FL 5 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,000 |
| CITY OF DREAMS | |||||||
| PO BOX 77007 | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $400 |
| CODE FOR AMERICA LABS | |||||||
| 156 9TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $400 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $300 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 101810 | DENVER | CO | 80250 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION BNAI JESHURUN | |||||||
| 2109 BROADWAY | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,000 |
| CORBINDANCES INC | |||||||
| 196 W 134TH ST | NEW YORK | NY | 10030 | N/A | PC | General & Unrestricted | $500 |
| CORNERSTONE THEATER COMPANY INC | |||||||
| 708 TRACTION AVE | LOS ANGELES | CA | 90013 | N/A | PC | General & Unrestricted | $250 |
| COURT APPOINTED SPECIAL ADVOCATES INC | |||||||
| 48 WALL ST 11TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $500 |
| COVENANT HOUSE WASHINGTON DC | |||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $1,000 |
| DAWN - DOMESTIC ABUSE WOMENS NETWORK | |||||||
| PO BOX 88007 | TUKWILA | WA | 98138 | N/A | PC | General & Unrestricted | $350 |
| DENVER DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | N/A | PC | General & Unrestricted | $250 |
| DEUTSCHE BANK MICROCREDIT DEVELOPMENT FUND INC | |||||||
| 60 WALL ST MSNYC 60-21 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $400 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | Annual fund for class of 1960 | $500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $6,000 |
| DOE FUND INC | |||||||
| 232 E 84TH ST | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $2,000 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $3,000 |
| DOWN SYNDROME RESEARCH AND TREATMENT FOUNDATION | |||||||
| 225 CEDAR HILL ST | MARLBORO | MA | 01752 | N/A | PC | General & Unrestricted | $400 |
| DRISHA INSTITUTE FOR JEWISH EDUCATION INC | |||||||
| 37 W 65TH ST FL 5 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $250 |
| EAST CAROLINA UNIVERSITY FOUNDATION INC | |||||||
| 2200 S CHARLES BLVD STE 1100 | GREENVILLE | NC | 27858 | N/A | PC | General & Unrestricted | $250 |
| ECHO HILL CAMPERSHIP FUND | |||||||
| PO BOX 5923 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $400 |
| EL CENTRO DE LA RAZA | |||||||
| 2524 16TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $250 |
| E KAUFMAN CTR-LUCY MOSES SCHOOL For music & dance | |||||||
| 129 W 67TH ST | NEW YORK | NY | 10023 | N/A | PC | Nashir! Rottenberg Chorale | $200 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,500 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST N W 8TH FL | WASHINGTON | DC | 20005 | N/A | PC | Central America Project | $2,000 |
| FLORENCE CRITTENTON SERVICES OF SAN FRANCISCO | |||||||
| 1101 MASONIC AVE | SAN FRANCISCO | CA | 94117 | N/A | PC | General & Unrestricted | $400 |
| FOOD & FRIENDS INC | |||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $400 |
| FORWARD ASSOC INC | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $400 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE 2ND FL | NEW YORK | NY | 10003 | N/A | PC | WASH funders efforts for greater awareness & social impact Campaign | $1,000 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE 2ND FL | NEW YORK | NY | 10003 | N/A | PC | general operating support | $2,000 |
| FDN FOR CONSERVATIVE MASORTI-JUDAISM IN ISRael | |||||||
| 475 RIVERSIDE DR STE 832 | NEW YORK | NY | 10115 | N/A | PC | Congregation Moreshet Yisrael in Jerusalem | $360 |
| FOUNDATION FOR PUBLIC BROADCASTING IN GEORGIA INC | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $250 |
| FOUNDRY THEATRE INC | |||||||
| 140-142 2ND AVE STE 405 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $400 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | year-end gift Campaign | $500 |
| FRIENDS OF KEXP | |||||||
| 113 DEXTER AVE N | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $400 |
| FRIENDS OF THE ARAVA INSTITUTE LTD | |||||||
| 179 BOYLSTON ST BLDG P 3RD FL | JAMAICA PLAINS | MA | 02130 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF THE SOUTH COASTAL LIBRARY INC | |||||||
| PO BOX 1617 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $250 |
| GIRLS INCORPORATED OF NEW YORK CITY | |||||||
| 120 WALL ST STE 1804 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $1,000 |
| GODS LOVE WE DELIVER INC | |||||||
| 630 FLUSHING AVE | BROOKLYN | NY | 11206 | N/A | PC | General & Unrestricted | $2,000 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | N/A | PC | General & Unrestricted | $100 |
| GREATER WA EDUCATIONAL TELECOMMUNICATIONS assn | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $1,000 |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | General & Unrestricted | $3,000 |
| HADASSAH THE WOMENS ZIONIST ORG OF AMERICa | |||||||
| 50 W 58TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $1,000 |
| HADASSAH THE WOMENS ZIONIST ORG OF AMERICa | |||||||
| 50 W 58TH ST | NEW YORK | NY | 10019 | N/A | PC | Hadassah Academic College (HAC) in Jerusalem | $3,000 |
| HADASSAH THE WOMENS ZIONIST ORG OF AMERICa | |||||||
| 50 W 58TH ST | NEW YORK | NY | 10019 | N/A | PC | Young Judaea general operating support | $1,000 |
| HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST 4TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $400 |
| HARVARD UNIVERSITY-RADCLIFFE INST FOR ADV study | |||||||
| 10 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | Schlesinger Library at the Radcliffe Institute | $400 |
| HAZON INC | |||||||
| 125 MAIDEN LN RM 8B | NEW YORK | NY | 10038 | N/A | PC | StorahTelling and your broad array of outreach training & performance programs | $1,500 |
| HEBREW HOME OF GREATER WASHINGTON INC | |||||||
| 6121 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $250 |
| HENRY GALLERY ASSOCIATION INC | |||||||
| PO BOX 351410 | SEATTLE | WA | 98195 | N/A | PC | General & Unrestricted | $250 |
| HOLLINS UNIVERSITY CORPORATION | |||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | N/A | PC | General & Unrestricted | $500 |
| HOME CARE PARTNERS INC | |||||||
| 1234 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $400 |
| HOUSE OF RUTH | |||||||
| 5 THOMAS CIR NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $400 |
| HOWARD UNIVERSITY - WHUT | |||||||
| 2225 GEORGIA AVE NW STE 901 | WASHINGTON | DC | 20059 | N/A | PC | General & Unrestricted | $250 |
| HOWARD UNIVERSITY - WHUT | |||||||
| 2225 GEORGIA AVE NW STE 901 | WASHINGTON | DC | 20059 | N/A | PC | WHUT Division | $150 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | N/A | PC | General & Unrestricted | $250 |
| HUMANITIES WASHINGTON | |||||||
| 1015 8TH AVE N NO B | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $400 |
| I EARN INC | |||||||
| 475 RIVERSIDE DR ste 450 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $1,000 |
| IMPACTASSETS INC | |||||||
| 7315 WISCONSIN AVE STE 1000W | BETHESDA | MD | 20814 | N/A | PC | Irving Wallace Giving Fund | $25,000 |
| INTERFAITH WORKS INC | |||||||
| 114 W MONTGOMERY AVE | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $150 |
| INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL | |||||||
| 229 W 97TH ST STE 1B | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $3,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | New Roots in Seattle, New York and Washington, DC | $2,000 |
| INTERNATIONAL SEPHARDIC EDUCATION FOUNDATION | |||||||
| 520 8TH AVE FL 4 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $400 |
| IONA SENIOR SERVICES | |||||||
| 4125 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,500 |
| JACK STRAW FOUNDATION | |||||||
| 4261 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $250 |
| JEWISH COMMUNITY CENTER OF GREATER WASHINGTON INC | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $400 |
| JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON | |||||||
| 12320 PARKLAWN DR | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,500 |
| JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON | |||||||
| 701 4TH ST NW STE 200 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $200 |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $1,500 |
| JEWISH ORTHODOX FEMINIST ALLIANCE INC | |||||||
| 520 8TH AVE 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $400 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 6123 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,000 |
| JEWISH WOMEN'S ARCHIVE INC | |||||||
| ONE HARVARD ST | BROOKLINE | MA | 02446 | N/A | PC | General & Unrestricted | $360 |
| JOSE LIMON DANCE FOUNDATION | |||||||
| 307 W 38TH ST RM 1105 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $400 |
| JUVENILE LAW CENTER | |||||||
| 1315 WALNUT ST STE 400 | PHILADELPHIA | PA | 19107 | N/A | PC | General & Unrestricted | $300 |
| KCTS TELEVISION | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $250 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $400 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | kqed Radio | $400 |
| LANDESA | |||||||
| 1424 4TH AVE STE 300 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,000 |
| LEGAL AID FOR WASHINGTON FUND | |||||||
| 1325 4TH AVE STE 1335 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,500 |
| LEGAL AID SOCIETY | |||||||
| 199 WATER ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,500 |
| LIGHTHOUSE FOR THE BLIND INC | |||||||
| 2501 S PLUM ST | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $250 |
| LOW VISION CENTER INC OF MONTGOMERY COUNTY Md | |||||||
| 4905 DEL RAY AVE STE 504 | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $150 |
| LUBUTO LIBRARY PROJECT INC | |||||||
| 5614 CONNECTICUT AVE NW STE 368 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $1,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| MANNA FOOD CENTER INC | |||||||
| 9311 GAITHER RD | GAITHERSBURG | MD | 20877 | N/A | PC | General & Unrestricted | $400 |
| MARKET FOUNDATION | |||||||
| 85 PIKE ST STE 500 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $3,000 |
| MARTHAS TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| 10495 SANTA MONICA BLVD STE 100 | LOS ANGELES | CA | 90025 | N/A | PC | General & Unrestricted | $3,500 |
| MIRROR STAGE | |||||||
| 2212 QUEEN ANNE AVE N 294 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $5,000 |
| MOMS AGAINST HUNGER | |||||||
| 2104 UNDERWOOD RD | LA PORTE | TX | 77571 | N/A | PC | General & Unrestricted | $1,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $400 |
| MONTGOMERY HOSPICE INC | |||||||
| 1355 PICCARD DR STE 100 | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $250 |
| MOVING TRADITIONS | |||||||
| 115 W AVE STE 102 | JENKINTOWN | PA | 19046 | N/A | PC | General & Unrestricted | $400 |
| MPT FOUNDATION INC | |||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | N/A | PC | General & Unrestricted | $250 |
| MS FOUNDATION FOR WOMEN INC | |||||||
| 12 METROTECH CENTER 26TH FL | BROOKLYN | NY | 11201 | N/A | PC | Asian Women Giving Circle | $100 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $250 |
| MY NEW RED SHOES | |||||||
| 330 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $400 |
| MYOTONIC DYSTROPHY FOUNDATION | |||||||
| 10016 FOOTHILLS BLVD STE 130 | ROSEVILLE | CA | 95747 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL EMPLOYMENT LAW PROJECT | |||||||
| 75 MAIDEN LN RM 601 | NEW YORK | NY | 10038 | N/A | PC | priority programs to help low-wage workers; preserve food stamps; and other infrastructure/sustainability efforts | $1,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 170280 | BOSTON | MA | 02117 | N/A | PC | General & Unrestricted | $400 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $250 |
| NEW DRAMATISTS INC | |||||||
| 424 W 44TH ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $350 |
| NEW ISRAEL FUND | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | PC | Shatil Fund; new cities program; and general administration support | $5,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $350 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 W 31ST ST FL 10 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,250 |
| NEW YORK THEOLOGICAL SEMINARY | |||||||
| 475 RIVERSIDE DR STE 500 | NEW YORK | NY | 10115 | N/A | PC | north campus Program | $2,000 |
| NEW YORK UNIVERSITY | |||||||
| 726 BROADWAY - 2ND FL - RM 238 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $400 |
| NONPROFIT FINANCE FUND | |||||||
| 70 W 36TH ST FL 11 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 |
| NONPROFIT FINANCE FUND | |||||||
| 70 W 36TH ST FL 11 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,500 |
| NONPROFIT FINANCE FUND | |||||||
| 70 W 36TH ST FL 11 | NEW YORK | NY | 10018 | N/A | PC | expand range of financial tools and financing arrangements for "social impact" investors | $2,750 |
| NORDIC HERITAGE MUSEUM FOUNDATION | |||||||
| 3014 NW 67TH ST | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $250 |
| NORTH STAR FUND INC | |||||||
| 520 8TH AVE 22ND FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHEASTERN UNIVERSITY SCHOOL OF LAW | |||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $1,500 |
| NORTHWEST AFRICAN AMERICAN MUSEUM INC | |||||||
| 2300 S MASSACHUSSETTS ST | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $250 |
| NORTHWEST HARVEST E M M | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $2,500 |
| ON THE BOARDS | |||||||
| PO BOX 19515 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $400 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 317 MADISON AVE STE 607 | NEW YORK | NY | 10017 | N/A | PC | Open Door of the Israel Family Planning Association | $1,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 317 MADISON AVE STE 607 | NEW YORK | NY | 10017 | N/A | PC | Al Manarah in Nazareth, Inter-religious coordinating Council, Israel Free Loan Association and Shilo Family Planning | $1,800 |
| PACIFIC LUTHERAN UNIVERSITY KPLU Radio Division | |||||||
| 2601 4TH AVE STE 150 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $250 |
| PENCILS OF PROMISE INCORPORATED | |||||||
| 37 W 28TH ST 3RD FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $400 |
| PENINSULA HUMANE SOCIETY & SPCA | |||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | N/A | PC | General & Unrestricted | $400 |
| PETS FOR VETS INC | |||||||
| 409 BLACK DIAMOND DR | WILMINGTON | NC | 28411 | N/A | PC | General & Unrestricted | $100 |
| PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED | |||||||
| ONE N HARVARD YARD | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $300 |
| PLANNED PARENTHOOD ASSn OF METROPOLITAN DC | |||||||
| 1108 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $400 |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $400 |
| PRINCETON UNIVERSITY - ANNUAL GIVING | |||||||
| GIFT RECORDS BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | General & Unrestricted | $800 |
| PROJECT ENTERPRISE | |||||||
| 144 W 125TH ST FL 4 | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $1,000 |
| QUEEN ANNE HELPLINE INC | |||||||
| 311 W MCGRAW ST | SEATTLE | WA | 98119 | N/A | PC | General & Unrestricted | $400 |
| RACHAELS WOMENS CENTER | |||||||
| 1222 11TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| RADIO BILINGUE INC | |||||||
| 5005 E BELMONT AVE | FRESNO | CA | 93727 | N/A | PC | General & Unrestricted | $2,000 |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | |||||||
| 1299 CHURCH RD | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $1,000 |
| RESOURCE AREA FOR TEACHING | |||||||
| 1355 RIDDER PARK DR | SAN JOSE | CA | 95131 | N/A | PC | General & Unrestricted | $400 |
| RICHARD HUGO HOUSE | |||||||
| 1634 11TH AVE | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $250 |
| RIVERSIDE PARK CONSERVANCY INC | |||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $500 |
| ROMAN CATHOLIC CHURCH OF THE ASCENSION | |||||||
| 221 W 107TH ST | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $750 |
| RONALD MCDONALD HOUSE OF SAN FRANCISCO INC | |||||||
| 1640 SCOTT ST | SAN FRANCISCO | CA | 94115 | N/A | PC | General & Unrestricted | $400 |
| ROUND HOUSE THEATRE INC | |||||||
| 4545 E W HWY | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $400 |
| SALISBURY UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 2655 | SALISBURY | MD | 21802 | N/A | PC | WSCL public radio Project | $150 |
| SALISBURY UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 2655 | SALISBURY | MD | 21802 | N/A | PC | WSCL public radio Project | $200 |
| SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION | |||||||
| 3401 CSM DR | SAN MATEO | CA | 94402 | N/A | PC | Radio Programming Division | $400 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | General & Unrestricted | $400 |
| SAVE THE BAY | |||||||
| 1330 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $200 |
| SEATTLE ARTS AND LECTURES INC | |||||||
| 205 S FINDLAY ST | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $250 |
| SEATTLE EDUCATION ACCESS | |||||||
| 6920 ROOSEVELT WAY NE STE 355 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $250 |
| SEATTLE SCENIC STUDIOS | |||||||
| PO BOX 46313 | SEATTLE | WA | 98146 | N/A | PC | General & Unrestricted | $400 |
| SEATTLE UNIVERSITY FOUNDATION | |||||||
| 901 12TH AVE PO BOX 222000 | SEATTLE | WA | 98122 | N/A | PC | Institue of Public Service: Master of Nonprofit Leadership program | $250 |
| SECOND HARVEST FOOD BNK OF SANTA CLARA & SAN MAteo | |||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | N/A | PC | General & Unrestricted | $500 |
| SHAKESPEARE THEATRE | |||||||
| 516 8TH ST SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $150 |
| SHUNPIKE ARTS COLLECTIVE dba SHUNPIKE | |||||||
| 3518 FREMONT AVE N BOX 118 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $350 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | Posner-Wallace Scholarship Fund | $1,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFFERSON DR SW | WASHINGTON | DC | 20560 | N/A | PC | General & Unrestricted | $250 |
| SOME INC | |||||||
| 60 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| ST ANNS CORNER OF HARM REDUCTION INC | |||||||
| 310 WALTON AVE STE 201 | BRONX | NY | 10451 | N/A | PC | General & Unrestricted | $200 |
| ST ANTHONY FOUNDATION | |||||||
| 150 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $400 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $400 |
| STRATHMORE HALL FOUNDATION INC | |||||||
| 5301 TUCKERMAN LN | N BETHESDA | MD | 20852 | N/A | PC | General & Unrestricted | $250 |
| STS CONSTANTINE AND HELEN ROMANIAN ORTHODOX CHURCH | |||||||
| 664 DICKENS RD NW | LILBURN | GA | 30047 | N/A | PC | General & Unrestricted | $400 |
| STUDIO THEATRE INC | |||||||
| 1501 14TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $250 |
| SUPER LEADERS INCORPORATED | |||||||
| 2127 G ST NW STE 303 | WASHINGTON | DC | 20052 | N/A | PC | General & Unrestricted | $1,000 |
| THE ASPEN INSTITUTE INC | |||||||
| PO BOX 222 | QUEENSTOWN | MD | 21658 | N/A | PC | General & Unrestricted | $300 |
| THE ASPEN INSTITUTE INC | |||||||
| PO BOX 222 | QUEENSTOWN | MD | 21658 | N/A | PC | Justice & Society Program | $300 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||
| 6101 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $250 |
| THE SCHECHTER INSTITUTES INC | |||||||
| 2300 COMPUTER AVE NO D-18 | WILLOW GROVE | PA | 19090 | N/A | PC | General & Unrestricted | $1,000 |
| THE SHEPHERDS TABLE INC | |||||||
| 8210 DIXON AVE STE A | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $500 |
| THEATRE PUGET SOUND | |||||||
| PO BOX 19643 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $250 |
| THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT | |||||||
| 1 GLOBAL PL | GLENDALE | AZ | 85306 | N/A | PC | General & Unrestricted | $400 |
| TRANSLATORS WITHOUT BORDERS-US INC | |||||||
| 30 MAIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $5,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $400 |
| TRUSTEES OF THE CORCORAN GALLERY OF ART | |||||||
| 510 17TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $250 |
| TRUSTEES OF THE SMITH COLLEGE | |||||||
| 33 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | General & Unrestricted | $400 |
| U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | |||||||
| 2231 CRYSTAL DR STE 350 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $250 |
| UNITED JEWISH APPEAL FED OF JEWISH PHILANTH of ny | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED METHODIST CHURCH & ITS AFFILIATED ORG's | |||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $400 |
| UNITED WAY OF FORSYTH COUNTY INC | |||||||
| PO BOX 1350 | CUMMING | GA | 30028 | N/A | PC | General & Unrestricted | $400 |
| UNITED WAY OF THE NATIONAL CAPITAL AREA | |||||||
| 1577 SPRING HILL RD STE 420 | VIENNA | VA | 22182 | N/A | PC | Washington DC and Montgomery County MD | $1,000 |
| UNIVERSITY OF WASHINGTON-BOTHELL CAMPUS | |||||||
| BOX 358544 | BOTHELL | WA | 98011 | N/A | PC | School of Interdisciplinary Arts & Science: MACS program | $500 |
| VILLAGE HARVEST CORPORATION | |||||||
| PO BOX 9231 | SAN JOSE | CA | 95157 | N/A | PC | General & Unrestricted | $400 |
| WASHINGTON AREA WOMENS FOUNDATION INC | |||||||
| 1411 K ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON Dc JEWISH COMMUNITY Center | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON HEBREW CONGREGATION | |||||||
| 3935 MACOMB ST NW | WASHINGTON | DC | 20016 | N/A | PC | community outreach programs | $360 |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $5,000 |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | West Side Campaign Against Hunger | $1,500 |
| WEST SIDE HATZOLOH | |||||||
| 131 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $400 |
| WEST SIDE HATZOLOH | |||||||
| 131 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $600 |
| WESTERN WASHINGTON UNIVERSITY FOUNDATION | |||||||
| OLD MAIN 430 516 HIGH ST | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $400 |
| WHITMAN-WALKER CLINIC INC | |||||||
| 1701 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $400 |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY ST 3RD FL | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $400 |
| WING LUKE MEMORIAL FOUNDATION | |||||||
| 719 S KING ST | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $250 |
| WOMENS FUNDING ALLIANCE | |||||||
| 500 UNION ST STE 1000 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,000 |
| WOODLAND SCHOOL | |||||||
| 360 LA CUESTA DR | PORTOLA VALLEY | CA | 94028 | N/A | PC | General & Unrestricted | $400 |
| WOOLLY MAMMOTH THEATRE CO | |||||||
| 641 D ST NW | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $500 |
| WWP INC | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $600 |
| YOUTH THEATER NORTHWEST | |||||||
| PO BOX 296 | MERCER ISLAND | WA | 98040 | N/A | PC | General & Unrestricted | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,990 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $172,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME FROM NOTES RECEIVABLE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $332,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,443 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $24,892 | $38,330 |
| ABBVIE INC. | $26,993 | $52,810 |
| ALLIANCE BERNSTEIN VALUE FUND | $279,995 | $291,697 |
| ALLIANCEBERN DISCOVERY GROWTH | $50,486 | $68,019 |
| ALLIANCEBERN DISCOVERY VALUE | $56,428 | $68,110 |
| ALLIANCEBERN GLOBAL BOND ADV | $166,484 | $162,135 |
| ALLIANCEBERN HIGH INCOME ADVIS | $155,569 | $163,695 |
| ALLICANCEBERNSTEIN REAL ASSET | $81,871 | $81,361 |
| AMERICAN FUNDS BOND FD OF AMER | $112,054 | $107,971 |
| AMERICAN INVESTMENT CO OF AMER | $90,705 | $175,063 |
| ALLIANCEBERN SELECT US EQUITY | $167,292 | $171,560 |
| BERKSHIRE HATHAWAY INC. CL B | $4,124 | $5,928 |
| BERNSTEIN EMERGING MARKETS | $85,904 | $80,500 |
| BERNSTEIN INTERMEDIATE DUR | $341,449 | $324,141 |
| BERNSTEIN INTERNATIONAL PORTF | $208,677 | $247,425 |
| BLACKROCK GNMA PORTFOLIO INST | $130,458 | $122,813 |
| DOMINION RESOURCES INC | $25,030 | $64,690 |
| DU PONT DE NEMOURS | $28,148 | $45,479 |
| EXELON CORPORATION | $42,495 | $27,390 |
| EXXON MOBIL CORP | $1,305 | $101,200 |
| FIRST TRUST MLP AND ENERGY INC | $60,000 | $60,030 |
| GENERAL ELECTRIC CO | $30,093 | $100,908 |
| GENERAL MOTORS CORP SR 4/15/41 | $1,374 | |
| GENERAL MOTORS SR NTS 7/15/41 | $1,832 | |
| GMAC LLC NTS | $10,004 | $10,144 |
| INTEL CORP | $37,624 | $51,920 |
| INTERNATIONAL BUSINESS MACHINE | $7,586 | $93,785 |
| IVY SCIENCE AND TECHNOLOGY | $101,084 | $192,226 |
| JOHNSON & JOHNSON | $18,625 | $91,590 |
| MFS MUNICIPAL HIGH INCOME CL A | $175,033 | $160,952 |
| NATIONAL RETAIL PROPERTIES INC | $34,159 | $30,330 |
| NEXTERA ENERGY CAPITAL HOLDING | $25,600 | $25,470 |
| NOVARTIS AG ADR | $55,676 | $80,380 |
| PEPSICO INC | $37,912 | $37,323 |
| ROYAL DUTCH SHEL PLC | $37,802 | $37,555 |
| SAUL CENTERS, INC | $11,225 | $15,328 |
| SCHWAB DIVIDEND EQUITY FD SEL | $60,000 | $58,485 |
| SCHWAB INTERNATIONAL INDEX FD | $60,000 | $59,880 |
| UNILEVER PLC AMER | $81,689 | $82,400 |
| UNION PACIFIC | $5,794 | $134,400 |
| VERIZON COMMUNICATIONS | $58,088 | $89,140 |
| WASH REAL EST INV TR MARYLAND | $22,136 | $72,416 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $128,613 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $118,815 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,598 | $22,598 | |
| Bank Charges | $312 | $312 | |
| Foundation Dues & Memberships | $1,459 | $1,459 | |
| Postage/Delivery Service | $20 | $20 | |
| Property insurance | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | interest income from notes receivable | Desc |
| Revenue And Expenses Per Books | $35,175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35,175 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURNED GRANT | Description |
| Amount | $400 | Amount |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (9 entries)
| Balance DueBalanceDueAmt |
|---|
| FINCA INTERNATIONAL |
| $100,000 |
| FINCA INTERNATIONAL |
| $100,000 |
| GLOBAL SUN PARTNERS LP |
| $100,000 |
| ROOT CAPITAL INC |
| $25,000 |
| ROOT CAPITAL INC |
| $25,000 |
| ROOT CAPITAL INC |
| $50,000 |
| IMPACTASSETS INC (RE HISP MATTER) |
| $100,000 |
| NONPROFIT FINANCE FUND |
| $100,000 |
| CONTACT FUND |
| $30,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,650 | Amt |
| Net Investment Income | $8,650 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2013 | $10,600 | |
| Foreign Tax Paid | $376 | $376 |
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