2014-09-24T14:50:08-05:00 2013-12-31 521511275 RAFFA PC 1201 SEVEN LOCKS ROAD ROCKVILLE MD 20854 990PF 2013-01-01 526080752 HILLWOOD MUSEUM AND GARDENS FOUNDATION HILL 2026868500 4155 LINNEAN AVENUE NW WASHINGTON DC 20008 ELLEN CHARLES PRESIDENT 2026868500 2014-09-23 1 FRANK H SMITH P00639053 3017703750 2014-09-22 2013 2015-12-30 17:16:21Z X 229825888 X 1303271 5649676 6174986 6174986 37136992 180557682 23889727 3162460 1154512 381602 772910 772910 234619 240019 234619 45097468 30304732 10344975 261290 0 11028 250262 4500852 0 86740 4414112 1231584 0 38692 1192892 13531 0 0 13531 47482 0 0 47482 374226 372282 372282 1944 16455 0 0 16455 158042 19479 19479 14215 825099 0 0 6798 0 0 6798 125181 0 0 115745 47810 0 0 47810 3113247 279686 279686 3072868 10721597 671447 807907 9194114 0 0 10721597 671447 807907 9194114 34375871 29633285 9537068 3525 4350 4350 10289054 3517595 3517595 1864439 15353 1864439 1864439 263791 98482 263791 263791 453080 474500 474500 76151 91711 91711 17772137 23741997 23741997 32180483 191571571 191571571 133039366 0 0 36575154 28314633 8866523 8260521 8260521 148951 35413 35413 202943105 229825888 229825888 1148989 1313856 2117 1833 486529 394735 674662 682799 2312297 2393223 X 200064521 226556906 566287 875759 200630808 227432665 202943105 229825888 200630808 34375871 0 235006679 7574014 227432665 PUBLICLY TRADED SECURITIES 180557682 166287521 14270161 14270161 K-1 CAPITAL GAINS (LT) P 6457106 6457106 K-1 CAPITAL GAINS (ST) P 3162460 3162460 23889727 3162460 0 8813436 185301120 0.047563 7810168 189369291 0.041243 7513159 178026438 0.042202 8519242 157395176 0.054126 8884166 197197562 0.045052 0.230186 0.046037 196969439 9067882 296333 9364215 9413210 X 296333 0 296333 0 296333 168902 135017 303919 X 1981 5605 0 2727 0 0 0 0 0 0 0 0 0 0 1 1 DC 0 1 0 0 0 1 WWW.HILLWOODMUSEUM.ORG DOUGLAS ROSE-DIRECTOR OF FINANCE 2026865807 4155 LINNEAN AVENUE NW WASHINGTON DC 20008 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATE MARKERT 4155 LINNEAN AVE NW WASHINGTON DC 20008 EXECUTIVE DIRECTOR 40.00 261290 31457 68400 ELLEN MACNEILLE CHARLES 4155 LINNEAN AVE NW WASHINGTON DC 20008 PRESIDENT 5.00 0 0 0 NANCY APPLEBY 4155 LINNEAN AVE NW WASHINGTON DC 20008 VICE PRESIDENT 2.00 0 0 0 KYRA CHEREMETEFF 4155 LINNEAN AVE NW WASHINGTON DC 20008 VICE PRESIDENT/SECR. 2.00 0 0 0 CALVIN BAKER 4155 LINNEAN AVE NW WASHINGTON DC 20008 TREASURER 1.00 0 0 0 NANCY YOUNG DUNCAN 4155 LINNEAN AVE NW WASHINGTON DC 20008 ASSISTANT TREASURER 1.00 0 0 0 BARBARA BOGGS 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 JACQUELINE KELLY COLLAMORE 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 AMY L BONDURANT 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 MARCIA DEWITT 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 HENRY DUDLEY 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 NEDENIA H HARTLEY 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE EMERITI 1.00 0 0 0 ANDREW IVERSON 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 DAVID IVERSON 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 GEORGE D INVERSON 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 SUSANNAH SIMPSON KENT 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE EMERITI 1.00 0 0 0 THE HONORABLE PENNE KORTH PEACOCK 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE EMERITI 1.00 0 0 0 ANDREI QUINN-BARABANOV 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 PRISCILLA R ROOSEVELT 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 NEDENIA C RUMBOUGH 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 STANLEY H RUMBOUGH 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 AUBREY SARVIS 4155 LINNEAN AVE NW WASHINGTON DC 20008 TRUSTEE 1.00 0 0 0 ANGELA DODSON 4155 LINNEAN AVE NW WASHINGTON DC 20008 COO 40.00 123721 6096 0 BRIAN BARR 4155 LINNEAN AVE NW WASHINGTON DC 20008 DIR. OF HORTICULTURE 40.00 112067 5522 0 MAXIMILIANA PAREDES 4155 LINNEAN AVE NW WASHINGTON DC 20008 DIR. OF CURATORIAL 40.00 111724 5481 0 DONALD ROGERS 4155 LINNEAN AVE NW WASHINGTON DC 20008 HEAD OF FACILITIES 40.00 110915 5465 0 MICHAEL DUDICH 4155 LINNEAN AVE NW WASHINGTON DC 20008 DIRECTOR OF HR 40.00 102308 2046 0 31 SUNTRUST BANKCARD 1000 STEWART AVENUE GLEN BURNIE MD 21061 INVESTMENT ADVISORY SERVICES 362181 LAPLACA COHEN ADVERTISING 43 WEST STREET NEW YORK NY 10010 ADVERTISING 354006 ADVANCED COMPUTER CONCEPTS 7927 JONES BRANCH DRIVE SUITE 600N MCLEAN VA 22102 IT SERVICES 233383 J KUGEL ANTIQUARIRES 25 QUAI ANATOLE PARIS FR PUBLISHER 183191 DTZ INC 275 GROVE STREET STE 3-200 AUBURNDALE MA 02466 JANITORIAL SERVICES 110388 8 THE FOUNDATION MAINTAINS THE HOME OF THE LATE MARJORIE MERRIWEATHER POST. UNDER THE TERMS OF HER WILL, THE HOME AND GROUNDS ARE TO BE OPERATED AS A MUSEUM OPEN TO THE PUBLIC TO EXHIBIT HER ART COLLECTION. ALL OF THE OPERATING AND ADMINISTRATIVE EXPENSES INCURRED EXLCUDING INVESTMENT INCOME, MANAGEMENT FEES, RELATE TO THE OPERATION AND MAINTENANCE OF HILLWOOD. 8017046 0 197671077 2274405 23492 199968974 0 0 199968974 2999535 196969439 9848472 X 9194114 0 219096 9413210 296333 9116877 2000-10-23 X 9537068 3563775 2959044 206665 16266552 8106508 3029209 2515187 175665 13826569 9413210 8898034 7810168 7513159 33634571 0 0 0 0 0 9413210 8898034 7810168 7513159 33634571 0 0 6565648 6176704 6312310 5934215 24988877 0 0 0 0 X 0 0 LECTURES AND SEMINARS 178111 MISCELLANEOUS 52508 14 5649676 18 37136992 772910 COLLECTION LOAN FEES 14 4000 0 42790668 1003529 43794197 1A LECTURES AND SEMINARS OFFERED TO PROVIDE INFORMATION ABOUT HILLWOOD ART COLLECTION. 10 MUSEUM SHOP SALES- REPLICAS AND REPRODUCTIONS OF ART ON DISPLAY IN THE MUSEUM, BOOKS AND OTHER RELATED ITEM ARE AVAILABLE FOR SALE TO THE PUBLIC. 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM T AHLBORG JR 8004 SOUTH ALBION STREET CENTENNIAL CA 801223900 5000 X 2 PATRICIA BAUMAN 2358 MASSACHUSETTS AVE WASHINGTON DC 200082801 10000 X 3 ELLEN M CHARLES 1408-31ST STREET NW WASHINGTON DC 200073105 45019 X X 4 MR AND MRS THEODORE H HARTLEY C/O DONALD HANDELMAN PO BOX 817 PURCHASE NY 105770817 77440 X X 5 MR AND MRS MARIO J MAPELLI 4183 SOUTH EUDORA STREET CHERRY HILLS VILLAGE CO 801135006 5000 X 6 MARJORIE M POST FOUNDATION 5915 FARRINGTON ROAD SUITE 202 CHAPEL HILL NC 275179900 131000 X 7 KATE AND BUNKY MARKERT 2500 UPTON STREET NW WASHINGTON DC 20008 5093 X X 8 THE SALLY F JAMES SCOTT HILL FOUNDA C/O DANSER BALAAM FRANK 5 INDEPENDE PRINCETON NJ 08540 10000 X 9 STOCKMAN FAMILY FOUNDATION TRUST 102 CASTLEWOOD ROAD BALTIMORE MD 21210 47750 X 10 US FINE ARTS COMMISSION 401 F STREET NW WASHINGTON DC 200012637 68080 X 11 DC COMMISSION ON ARTS HUMANITIES 2001 EYE STREET SE WASHINGTON DC 20003 41750 X 12 MR AND MRS CALVIN BAKER 6508 ABBEY VIEW WAY BALTIMORE MD 21212 5000 X 13 MS AMY BALLARD 3001 VEAZEY TERRACE NW 217 WASHINGTON DC 20008 5000 X 14 MR AND MRS THOMAS BOGGS 6 EAST KIRKE STREET CHEVY CHASE MD 208154218 5000 X 15 HON AND MRS JOHN CHAPOTON 18 WEST KIRKE STREET CHEVY CHASE MD 208154218 5000 X 16 ALICE AND JERALD CLARK 3530 T STREET NW WASHINGTON DC 200072217 5000 X 17 HENRY AND MARCIA DEWITT 55 FIELDS END HENLOPEN ACRES REHOBOTH BEACH DE 199711611 5000 X 18 MRS NANCY YOUNG DUNCAN 2266-48TH STREET NW WASHINGTON DC 200071035 5000 X 19 MR LEONARD EGAN 4501 POTOMAC AVE NW WASHINGTON DC 200072535 5000 X 20 MR AND MRS GORDON LINKE 5115 CAMMACK DRIVE BETHESDA MD 208162903 5000 X 21 MS ALISON MARTIN 16 MAIN STREET FALMOUTH MA 02540 5000 X 22 MR DOUGLAS WEIMER 2801 NEW MEXICO AVE NW 811 WASHINGTON DC 200073910 5565 X X 23 MR GEORGE FLOYD 501 BRIGHTWOOD CLUB DR LUTHERVILLE MD 210933631 9903 X X 24 MS JANICE CLARK 5630 WISCONSIN AVE 1704 CHEVY CHASE MD 208154458 20000 X 25 MR AND MRS PHILIPS PETER 10805 TARA ROAD POTOMAC MD 208541341 10000 X 26 MR AND MRS CG APPLEBY 1881 N NASH STREET NO 2008 ARLINGTON VA 222091572 24086 X X 27 MR AND MRS DAVID HAYDEN DARK HOLLOW FARM PO BOX 68 UPPERCO MD 21155 25288 X X 28 MRS KATUSHA DAVISON 10 EAST 70TH STR APT 9B NEW YORK NY 100215246 5015 X X 29 MRS DIANE WILSEY 2590 JACKSON STREET SAN FRANSISCO CA 94115 15000 X 30 MR AND MRS HARLAN CROW 4700 PRESTON ROAD DALLAS TX 752053712 35000 X 31 AMERICAN UNITVERSITY 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 5822 X 32 TTR SOTHEBY'S INTERNATIONAL REALTY 1206 30TH STREET NW WASHINGTON DC 200073401 5000 X 3 380 SHARES OF ROYAL DUTCH $25,019504 SHARES OF EXXON MOBIL $20,000 45019 2013-12-05 4 475 SHARES OF TE CONNECTIVITY $25,530700 SHARES LIFE $51,910 77440 2013-10-30 7 112 SHARES OF COMCAST STOCK 5093 2013-10-21 22 486 SHARES OF CNO STOCK 5565 2013-04-02 23 143 SHARES OF GILD STOCK 9903 2013-11-04 26 1318 SHARES OF BOOZ ALLEN STOCK 24086 2013-07-11 27 378 SHARES OF FINANCIAL ENGINES INC. STOCK 25288 2013-12-18 28 217 SHARES OF SCHWAB STOCK 5015 2013-10-29 ACCOUNTING FEES 47482 0 0 47482 DISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY OF THE 990PF FOR THEIR FILES. TROWE PRICE NEW ERA FUND 0 0 VANGUARD BOND INDEX FUND 191571571 191571571 CONSUMER DISCRETIONARY 4572384 4572384 CONSUMER STAPLES 570379 570379 ENERGY 1533834 1533834 FINANCIAL SERVICES 5221769 5221769 HEALTH CARE 2379178 2379178 INDUSTRIALS 2597863 2597863 INFORMATION TECHNOLOGY 6154359 6154359 TELECOMMUNICATION 712231 712231 WELLINGTON TRUST CO-PARTNERSHIP FMV 0 0 WALTER SCOTT INTERNATIONAL FUND-PARTNERSHIP FMV 0 0 ADAGE CAPITAL PARNERS, LP FMV 0 0 THE EMERGING MARKETS COUNTRY FUND-PARTNERSHIP FMV 0 0 ACADIAN GLOBAL LOW VOLATILITY EQUITY FUND-PARTNERSHIP FMV 0 0 WEATHERLOW OFFSHORE FUND 1 LTD-OFFSHORE FEEDER FUND FMV 0 0 ETAP FUND-OFFSHORE FMV 0 0 ARCHSTONE OFFSHORE FUND FMV 0 0 BRANDYWINE FIXED INCOME ACCOUNT FMV 0 0 LEGAL FEES 13531 0 0 13531 ACCRUED INVESTMENT INCOME 14030 35413 35413 NET FILM DEVELOPMENT COSTS 2500 0 0 EXCISE TAX RECEIVABLE 132421 0 0 UNREALIZED LOSS ON INVESTMENTS 7574014 TELEPHONE AND FAX 40753 0 0 40753 MAINTENANCE AND REPAIRS 454019 0 0 454019 SUPPLIES AND SMALL EQUIPMENT 421052 0 0 421052 INSURANCE 232850 0 0 232850 CATERING 231939 0 0 231939 BANK FEES 47143 47143 47143 0 LICENSES 64517 0 0 64517 HOUSE CONSERVATION PROJECTS 77080 0 0 77080 MUSEUM EVENTS AND ACTIVITIES 997616 0 0 1004380 PASS THROUGH FROM K-1 0 232543 232543 0 POSTAGE AND DELIVERY 54523 0 0 54523 TRAINING/RECRUITMENT 25290 0 0 25290 DUES AND PUBLICATIONS 67148 0 0 67148 UTILITIES 390149 0 0 390149 PUBLIC RELATIONS 5818 0 0 5818 PAYROLL BENEFITS 3350 0 0 3350 LECTURES AND SEMINARS 178111 178111 MISCELLANEOUS 52508 52508 COLLECTION LOAN FEES 4000 4000 DEFERRED FEDERAL EXCISE TAX LIABILITY 674662 522156 FEDERAL EXCISE TAX LIABILITY 0 160643 INVESTMENT FEES 372282 372282 372282 0 OTHER PROFESSIONAL SERVICES 1944 0 0 1944 REAL ESTATE TAXES 14215 0 0 14215 FEDERAL EXCISE TAXES 143827 0 0 0 FOREIGN TAXES PAID 0 19479 19479 0