BAINUM FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BAINUM FAMILY FOUNDATION (EIN 23-7000192)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-12-11
IRS object ID
201313459349100201
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-12-11T10:16:52-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521511275EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Raffa PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11899 L Street NW Suite 900AddressLine1
CityWashingtonCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237000192EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Commonweal Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCOMMNameControl
Phone2404500000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line110770 Columbia Pike No 150AddressLine1
CitySilver SpringCity
StateMDState
ZIP Code20901ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBarbara BainumName
TitleChair/CEO/PresTitle
Phone2404500000Phone
Date Signed2013-11-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFrank H SmithName
PTINP00639053PTIN
Phone2028225000Phone
Date Prepared2013-11-24DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY220581715FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss13996769ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss17259InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm17259InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm17259InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss30898713DividendsRevAndExpnss
Dividends Net Invst Incm30898713DividendsNetInvstIncm
Dividends Adj Net Incm30898713DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss2751824NetGainSaleAssetsRevAndExpnss
Gross Sales Price17371875GrossSalesPrice
Capital Gain Net Incm Net Invst Incm9462608CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm0NetSTCGAdjNetIncm
Other Income Rev And Expnss92636OtherIncomeRevAndExpnss
Other Income Net Invst Incm92636OtherIncomeNetInvstIncm
Other Income Adj Net Incm92636OtherIncomeAdjNetIncm
Total Revenue And Expenses47757201TotalRevenueAndExpenses
Total Net Investment Income40471216TotalNetInvestmentIncome
Total Adjusted Net Income31008608TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss633105CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm73452CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm73452CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps559652CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss3698418OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm46565OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm46565OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps3624711OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss747499PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm23790PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm23790PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps777638PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss19937LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps27422LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss78114AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps59721AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss522693OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm12090OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm12090OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps426239OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss673800TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps900000TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss52212DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm0DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm0DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss247908OccupancyRevAndExpnss
Occupancy Net Invst Incm0OccupancyNetInvstIncm
Occupancy Adj Net Incm0OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps117868OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss373338TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm7454TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm7454TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps382464TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss8720PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm0PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm0PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps6345PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss2715018OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm126729OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm126729OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps3321889OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss9770762TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm290080TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm290080TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps10203949TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5217852ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5480108ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss14988614TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm290080TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm290080TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps15684057TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses32768587ExcessOfRevenueOverExpenses
Net Investment Income40181136NetInvestmentIncome
Adjusted Net Income30718528AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY428203CashBOY
Cash EOY7443996CashEOY
Cash EOYFMV7443996CashEOYFMV
Savings And Temp Cash Invst BOY25798148SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY63285598SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV63285598SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY122325PrepaidExpensesBOY
Prepaid Expenses EOY219720PrepaidExpensesEOY
Prepaid Expenses EOYFMV219720PrepaidExpensesEOYFMV
Investments Corp Stock BOY118442665InvestmentsCorpStockBOY
Investments Corp Stock EOY107186209InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV107186209InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY3317610InvestmentsCorpBondsBOY
Investments Corp Bonds EOY2230110InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV2230110InvestmentsCorpBondsEOYFMV
Investments Land Etc Basis874057InvestmentsLandEtcBasis
Investments Land Etc BOY874057InvestmentsLandEtcBOY
Investments Land Etc EOY874057InvestmentsLandEtcEOY
Investments Land Etc EOYFMV874057InvestmentsLandEtcEOYFMV
Investments Other BOY37642548InvestmentsOtherBOY
Investments Other EOY38218899InvestmentsOtherEOY
Investments Other EOYFMV38218899InvestmentsOtherEOYFMV
Land Building And Equipment Basis810085LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip442670AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY250461LandBuildingAndEquipmentBOY
Land Building And Equipment EOY367415LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV367415LandBuildingAndEquipmentEOYFMV
Other Assets BOY771556OtherAssetsBOY
Other Assets EOY755711OtherAssetsEOY
Other Assets EOYFMV755711OtherAssetsEOYFMV
Total Assets BOY187647573TotalAssetsBOY
Total Assets EOY220581715TotalAssetsEOY
Total Assets EOYFMV220581715TotalAssetsEOYFMV
Accounts Payable BOY1623045AccountsPayableBOY
Accounts Payable EOY1050869AccountsPayableEOY
Grants Payable BOY6077061GrantsPayableBOY
Grants Payable EOY5814806GrantsPayableEOY
Other Liabilities BOY1854177OtherLiabilitiesBOY
Other Liabilities EOY1725325OtherLiabilitiesEOY
Total Liabilities BOY9554283TotalLiabilitiesBOY
Total Liabilities EOY8591000TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY102624293UnrestrictedBOY
Unrestricted EOY123113451UnrestrictedEOY
Temporarily Restricted BOY65468997TemporarilyRestrictedBOY
Temporarily Restricted EOY88877264TemporarilyRestrictedEOY
Permanently Restricted BOY10000000PermanentlyRestrictedBOY
Permanently Restricted EOY0PermanentlyRestrictedEOY
Total Net Assets BOY178093290TotalNetAssetsBOY
Total Net Assets EOY211990715TotalNetAssetsEOY
Total Liabilities Net Assets BOY187647573TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY220581715TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY178093290TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses32768587ExcessOfRevenueOverExpenses
Other Increases1128838OtherIncreases
Subtotal211990715Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY211990715TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
Publicly Traded SecuritiesP77819157639534142381142381
Short-Term Loss-Allen Global Ptnrs. K-1P-203404-203404
Long-Term Loss-Allen Global Ptnrs. K-1P-58539-58539
253300 shs Choice Hotels Intl. Inc.D9589960779095821709582170
FieldValueIRS element (for citing)
Capital Gain Net Income9462608CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-203404NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year110547557QualifyingDistributionsYear1
Noncharitable Assets Year1163528737NoncharitableAssetsYear1
Distribution Ratio Year10.064500DistributionRatioYear1
Qualifying Distributions Year29031105QualifyingDistributionsYear2
Noncharitable Assets Year285297944NoncharitableAssetsYear2
Distribution Ratio Year20.105877DistributionRatioYear2
Qualifying Distributions Year310518515QualifyingDistributionsYear3
Noncharitable Assets Year384356533NoncharitableAssetsYear3
Distribution Ratio Year30.124691DistributionRatioYear3
Qualifying Distributions Year411952232QualifyingDistributionsYear4
Noncharitable Assets Year487130579NoncharitableAssetsYear4
Distribution Ratio Year40.137176DistributionRatioYear4
Qualifying Distributions Year59984307QualifyingDistributionsYear5
Noncharitable Assets Year590490722NoncharitableAssetsYear5
Distribution Ratio Year50.110335DistributionRatioYear5
Total Distribution Ratio0.542579TotalDistributionRatio
Average Distribution Ratio0.108516AverageDistributionRatio
Net Noncharitable Assets202742739NetNoncharitableAssets
Adjusted Noncharitable Assets22000831AdjustedNoncharitableAssets
One Percent Net Investment Income401811OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One22402642AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15853223QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax803623InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal803623Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income803623TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1070413EstTaxPaymentsAndOverpayment
Total Credits And Payments1070413TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment266790Overpayment
Amount Credited To Next Year266790AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithDCStatesFiledWith
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation1PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website Addresswww.cweal.orgWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1The FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2404500000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line110770 Columbia Pike Ste 150AddressLine1
CitySilver SpringCity
StateMDState
ZIP Code20901ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person1FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings1BusinessHoldings
Excess Business Holdings0ExcessBusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals1GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Tr Fail To Qualify As Exceptions0TrFailToQualifyAsExceptions
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
Barbara Bainum
10770 Columbia Pike 150Silver SpringMD20901Chair/President/CEO40.00257521213510
Rozita Lagorce Green
10770 Columbia Pike 150Silver SpringMD20901Vice President/CSO40.00165722192340
Christopher Sharkey
10770 Columbia Pike 150Silver SpringMD20901Vice President/CFO40.002098622341940
Stewart Bainum
10770 Columbia Pike 150Silver SpringMD20901Vice Chair1.00000
Bruce Bainum
10770 Columbia Pike 150Silver SpringMD20901Director1.00000
Roberta Bainum
10770 Columbia Pike 150Silver SpringMD20901Director1.00000
Alexander Froom
10770 Columbia Pike 150Silver SpringMD20901Director1.00000
Charles A Ledsinger
10770 Columbia Pike 150Silver SpringMD20901Director1.00000
James Mac Cutcheon
10770 Columbia Pike 150Silver SpringMD20901Director1.00000
Bruce Haase
10770 Columbia Pike 150Silver SpringMD20901Director1.00000
Scott Renschler
10770 Columbia Pike 150Silver SpringMD20901Director1.00000
Steve Bumbaugh
10770 Columbia Pike 150silver SpringMD20901Director1.00000
Christine Shreve
10770 Columbia Pike 150Silver SpringMD20901Audit Comm. Chair1.00000

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)

NameNameAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAverage Hours Per WeekAverageHoursPerWeekCompensationCompensationEmployee BenefitsEmployeeBenefitsExpense AccountExpenseAccount
Noel Bravo10770 Columbia PikeSilver SpringMD20901Sr. Dir. of Eval.& M40.00137675180190
Katarzyna Hlavaty10770 Columbia PikeSilver SpringMD20901Controller40.00121040170570
Jane Parra10770 Columbia PikeSilver SpringMD20901Program Dir.40.0013066269960
Christopher Thorn10770 Columbia PikeSilver SpringMD20901IT Director40.00125338106420
David Daniels10770 Columbia PikeSilver SpringMD20901Program Dir.40.00110341165550
FieldValueIRS element (for citing)
Tot Number Of Oth Empl Paid Over50k21TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeType Of ServiceTypeOfServiceCompensationCompensation
Chesapeake Coalition of Essential Schools
PO Box 350North EastMD21901Consulting101850
Brenda E McCartney
31 N 2nd StreetOaklandMD21550Consulting68400
Wedemeyer Consulting
9782 Athletic WayGaithersburgMD208785376Consulting60500
Trellon LLC CO Howard Park
1249 South Carolina Ave SEWashingtonDC20003Database Systems57800
FieldValueIRS element (for citing)
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1Under the Pathways to Success umbrella, the Boarding and Day School Programs (BDSP), consist of Student Support Services (SSS), School Enhancement Program (SEP), and Seventh-day Adventist Initiative (SDAI). SSS offers comprehensive direct services and grants to BDSP scholars and partner schools through scholarships and academic preparation, career and workforce preparation, civic and social engagement opportunities and mental wellness services. For the year ended June 30, 2013, a total of 607 students were awarded financial assistance under the SSS program.Description1
Expenses13768728Expenses1
Description2Some BDSP partner schools do not have systems and faculty in place to meet the Foundation's requirements to provide appropriate services BDSP scholars. The Foundation offers School Enhancement Program (SEP) service contracts to help partner schools fully implement the BDSP. The purpose of the SEP is to provide qualifying BDSP partner schools training and technical assistance that equip them with the knowledge, skills and processes to improve student achievement. Since student achievement is closely linked to college and workforce readiness, SEP uses Continuous School Improvement (CSI) the Foundation's evidence-based program model. CSI is centered on building the capacity of partner schools to develop a vision with which to align all of their processes and continuously use data to evaluate whether the partner school's instructions, curriculum, assessment and processes improve learning outcomes for students.Description2
Expenses2785109Expenses2
Description3Seventh-day Adventist Initiative (SDAI) offers comprehensive support to Seventh-day Adventist schools to build their organizational effectiveness in the areas of board governance; instruction; and curriculum; and, infrastructure and finance. Support for SDAI is provided through grants, service contracts, and technical assistance provided by Foundation staff. For the year ended June 30, 2013, a total of 1,202 students were served by schools funded through SDAI.Description3
Expenses31493946Expenses3
Description4Also operating under the Pathways to Success umbrella, After School Programs (ASP) are designed to offer academic support to children living in underserved communities within the Washington, DC metropolitan area. Specifically, this program provides tutoring in reading, writing, and math to qualifying students in grades K-12. A signature component of the program is that student retain the books they read with their groups. For the year ended June 30, 2013, a total of 1,581 students were served by the ASP.Description4
Expenses42646314Expenses4

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities121431865AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances58508542AvgMonthlyCashBalances
FMV All Other Noncharitable Assets25889785FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets205830192TotalFMVOfUnusedAssets
Reduction Claimed9419624ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets205830192AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3087453CashDeemedCharitable
Net Noncharitable Assets202742739NetNoncharitableAssets
Minimum Investment Return10137137MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15684057ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets169166AmountsPaidAcqCharitableAssets
Qualifying Distributions15853223QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions15853223AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year10137137CurrentYear
Year14419593Year1
Year23777818Year2
Year31650561Year3
Total19985109Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year8616566CurrentYear
Year13756654Year1
Year23211145Year2
Year31402977Year3
Total16987343Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year15853223CurrentYear
Year110547557Year1
Year29031105Year2
Year310535021Year3
Total45966906Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

FieldValueIRS element (for citing)
Current Year5480108CurrentYear
Year12251169Year1
Year2526067Year2
Year3367172Year3
Total8624516Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year10373115CurrentYear
Year18296388Year1
Year28505038Year2
Year310167849Year3
Total37342390Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Total0Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Total0Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year6758091CurrentYear
Year15450958Year1
Year22843265Year2
Year32811885Year3
Total17864199Total

Total Support TotalSupport

FieldValueIRS element (for citing)
Total0Total

Public Support PublicSupport

FieldValueIRS element (for citing)
Total0Total

Largest Support From EO LargestSupportFromEO

FieldValueIRS element (for citing)
Total0Total

Gross Investment Income GrossInvestmentIncome

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameThe Commonweal FoundationRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110770 Columbia PikeSuite 150AddressLine1
CitySilver SpringCity
StateMDState
ZIP Code20901ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2404500000RecipientPhoneNumber
Form And Info And MaterialsThe Commonweal Foundation requires applicants to complete an online grant application. The application can be accessed at www.cweal.org. If organizations are unable to complete the online application they should contact the Grants Department staff by emailing grants@cweal.org before applying. Applicants must attach a list of Board of Directors that includes their corporate affiliations, current budget for entire organization and for specific project, the current 990 and recent independent audit report, and addresses for all current program site locations.FormAndInfoAndMaterials
Submission DeadlinesFebruary 1 and August 1.SubmissionDeadlines
Restrictions On AwardsThe following guidelines help to direct the Foundation's funding decisions within the Community Assistance Grants Program: The Foundation will only consider requests that address the education needs of disadvantaged children and youth. We are particularly interested in helping organizations that implement strategies that foster partnership building. We consider requests for General Operating and Project specific support. Priority will be given to funding programs located in Washington, DC and Maryland. The organization's Annual Operating Budget may not exceed $2,500,000. All programs must have a 501 (c) (3) private /public non-profit tax exempt status with the IRS. The maximum grant award under this program is $50,000. Organizations may submit a proposal for only one deadline within a 12 month period. Generally organizations that have received recent funding for 3 consecutive years must skip a year before re-applying.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (155 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
A Greater Washington
1825 K St NW Suite 450WashingtonDC20006None501c3General Operating/Mission$20,000
Access Art Inc
2446 Washington BlvdBaltimoreMD21230None501c3General Operating/Mission$10,000
Adventist Development & Relief Agency
12501 Old Columbia PikeSilver SpringMD20904None501c3General Operating/Mission$308
Alumni Achievement Awards
7201 Shallowford Road Suite 200CharranoogaTN37421None501c3General Operating/Mission$313,356
Alumni Achievement Awards
7201 Shallowford Rd Suite 200ChattanoogaTN37421None501c3General Operating/Mission$1,250
American National Red Cross
2025 E StWashingtonDC20006None501c3General Operating/Mission$2,000
Asian Aid USA LTD
PO Box 2258CollegedaleTN37315None501c3General Operating/Mission$5,205
Barnard College
3009 BroadwayNew YorkNY10027None501c3General Operating/Mission$5,000
Barrie School
13500 Layhill RdSilver SpringMD20906None501c3General Operating/Mission$250
Beltsville Adventist School
4230 Ammendale RdBeltsvilleMD20705None501c3Data Collection and Analysis$10,500
Beltsville Seventh-Day Adventist Church
4200 Ammendale RdBeltsvilleMD20705None501c3General Operating/Mission$1,000
Benedictine Academy
840 N Broad StreetElizabethNJ07208None501c3Professional Development$2,889
Bethesda Chevy Chase Baseball
5420 Butler RdBethesdaMD20816None501c3General Operating/Mission$2,000
Black Student Fund
3636 16th St NW 4th FlWashingtonDC200101146None501c3General Operating/Mission$100
Boys & Girls Clubs of Metropolitan Baltimore
11 West Mount Vernon StBaltimoreMD21201None501c3General Operating/Mission$50,000
Brainfood
1525 Newton St NWWashingtonDC20010None501c3General Operating/Mission$13,695
CAMFED USA Foundation
465 California St Suite 626San FranciscoCA94104None501c3General Operating/Mission$6,250
Camino de Paz School and Farm
PO Box 669Santa CruzNM87567None501c3General Operating/Mission$5,000
Campion Academy
300 42nd Street SWLovelandCO80537None501c3Professional Development$3,939
Campion Academy
300 42nd St SWLovelandCO80537None501c3Mission trip to Honduras$21,046
Celebrate Life Ministries
14900 Ridge Farm CtBowieMD20715None501c3General Operating/Mission$1,000
Children's Hospital Foundation
111 Michigan Ave NWWashingtonDC20010None501c3General Operating/Mission$5,000
Christo Rey Minneapolis
2924 4th Ave SouthMinneapolisMN55408None501c3Professional Development$2,500
City Dance Ensemble Inc
1111 16th St NW Suite 300WashingtonDC20036None501c3General Operating/Mission$114,980
Class Act Arts Inc
8720 Georgia Ave Suite 303Silver SpringMD20910None501c3General Operating/Mission$99,824
College Bound Inc
128 M St NW Suite 220WashingtonDC20001None501c3General Operating/Mission$25,000
Collegiate Directions Inc
4833 Rugby Ave Suite 301BethesdaMD20814None501c3General Operating/Mission$5,000
Court Appointed Special Advocate - Montgomery County MD Inc
1010 Grandin Ave Suite B-3RockvilleMD20851None501c3General Operating/Mission$20,000
Darien Historical Society Inc
45 Old Kings Highway NDarienCT06820None501c3General Operating/Mission$500
DC SCORES
1224 M St NW Suite 200WashingtonDC20005None501c3General Operating/Mission$25,000
Dickinson College
P O Box 1773CarlislePA17013None501c3General Operating/Mission$100
Dominion Church Of Washington DC
5335 1st Pl NEWashingtonDC20011None501c3General Operating/Mission$190
Don Bosco Cristo Rey High School
1010 Larch AveTakoma ParkMD20912None501c3General Operating/Mission$25
DuPont Park Adventist School
3942 Alabama Ave SEWashingtonDC20020None501c3Data Collection and Analysis$16,500
Elephant Sanctuary
PO Box 393 270 East Main StHohenwaldTN38462None501c3General Operating/Mission$500
Family Works
1501 N 45th StSeattleWA98103None501c3General Operating/Mission$1,000
Farm Sanctuary Inc
PO Box 150Watkins GlenNY14891None501c3General Operating/Mission$500
Fishing SchoolInc
4737 Meade St NEWashingtonDC20019None501c3Tom Lewis Youth & Family Support$50,000
Fletcher Academy
PO Box 5440FletcherHendersonvillNC28732None501c3General Operating/Mission$100,000
Fletcher Academy
PO Box 5440FletcherHendersonvillNC28732None501c3Professional Development$4,094
Fox Swim Club II
448 W South StFrederickMD21701None501c3General Operating/Mission$10,000
Fremond Community Therapy Project
3429 Fremont Pl N Suite 319SeattleWA98103None501c3General Operating/Mission$5,000
Friends of the Urban Forest
1007 General Kennedy Ave Suite 1San FranciscoCA94129None501c3General Operating/Mission$2,250
Friends of the Urban Forest
1007 General Kennedy Ave Suite 1San FranciscoCA94129None501c3General Operating/Mission$2,500
George E Peters School
6303 Riggs RdHyattsvilleMD20783None501c3Data Collection and Analysis$25,500
George Washington University
2100 M St NW Suite 310WashingtonDC20052None501c3General Operating/Mission$1,000
Georgia-Cumberland
397 Academy Dr SWCalhounGA30701None501c3Mission trip to Guatemala$19,635
Georgia-Cumberland
397 Academy Dr SWCalhounGA30701None501c3Professional Development$3,689
Gideon's Promise Inc
34 Peachtree St NW Suite 2460AtlantaGA30303None501c3General Operating/Mission$2,500
Global Fund For Children (GFC)
1101 14th St NW Suite 420WashingtonDC20005None501c3General Operating/Mission$34,150
Gondar Development & Cooperation Organization
PO Box 53336washingtonDC20009None501c3General Operating/Mission$14,500
Heroes Helping HeroesInc
4900 Mercantile Rd 43574BaltimoreMD21236None501c3General Operating/Mission$21,000
Homeless Children's Playtime Project
1525 Newton St NWWashingtonDC20010None501c3General Operating/Mission$20,000
Homeless Prenatal Program Inc
2500 18th StSan FranciscoCA94110None501c3General Operating/Mission$10,000
Hope House DC
PO Box 60682WashingtonDC20039None501c3General Operating/Mission$3,250
Horizons Greater Washington Inc
3000 Cathedral Ave NWWashingtonDC20008None501c3General Operating/Mission$3,000
Horizons Greater Washington Inc
3000 Cathedral Ave NWWashingtonDC20008None501c3General Operating/Mission$12,500
Horton's Kids Inc
110 Maryland Ave NE Suite 207WashingtonDC20002None501c3General Operating/Mission$25,000
Jesuit Volunteer Corps
801 St Paul StBaltimoreMD21202None501c3General Operating/Mission$20
John Nevins Andrews
117 Elm StTakoma ParkMD20912None501c3Worthy Student Support$140,000
Journey Through Hallowed Ground
PO Box 77WaterfordVA20197None501c3General Operating/Mission$5,000
Joy of Motion Dance Center
1333 H St NEWashingtonDC20002None501c3General Operating/Mission$14,865
Kid Power Inc
755 8th St NWWashingtonDC20001None501c3General Operating/Mission$25,000
La Casa De Las Madres
1663 Mission St Suite 225San FranciscoCA94103None501c3General Operating/Mission$5,000
La Casa De Las Madres
1663 Mission St Suite 225San FranciscoCA94103None501c3General Operating/Mission$6,250
Latin American Youth Center
1419 Columbia Rd NWWashingtonDC20009None501c3General Operating/Mission$1,000
Latino Student Fund
P O Box 5403WashingtonDC20016None501c3General Operating/Mission$25,000
Life Pieces to MasterpiecesInc
603 50th St NWWashingtonDC20019None501c3General Operating/Mission$50,000
Little Lights Urban Ministries
760 7th St SEWashingtonDC20003None501c3General Operating/Mission$25,000
Lowell School Inc
1640 Kalima RdWashingtonDC20012None501c3General Operating/Mission$1,000
MAHI International
PO Box 338Rancho CucamongaCA91729None501c3General Operating/Mission$10,000
MAHI International
PO Box 338Rancho CucamongaCA91729None501c3General Operating/Mission$6,250
Manna Food Center Inc
9311 Gaither RdGaithersburgMD20877None501c3General Operating/Mission$2,500
Maranatha
900 Reserve Drive Suite 100RosevilleCA95678None501c3Naples Adventist Church$438,842
Maranatha
900 Reserve Drive Suite 100RosevilleCA95678None501c3EEC Buildings$1,054,000
Memphis Brooks Museum of Art Inc
1934 Poplar AveMemphisTN38104None501c3General Operating/Mission$500
Mentoring Today
4302 Benning Rd NE 2WashingtonDC20019None501c3General Operating/Mission$30,000
Mockingbird Society
2100 24th Ave S Suite 240SeattleWA98144None501c3General Operating/Mission$1,000
Montrose Baptist Church
5100 Randolph RdRockvilleMD20852None501c3General Operating/Mission$2,000
Mt Michael Benedictine School
22520 Mt Michael RdElkhoenNE68022None501c3Mission Trip to Mexico$9,500
Mt Michael Benedictine School
22520 Mount Michael RdElkornNE48238None501c3Professional Development$3,439
Naples SDA Church
5050 Davis BlvdNaplesFL34112None501c3General Operating/Mission$314,468
National Indian Youth Leadership Project
PO Box 2140GallupNM87301None501c3General Operating/Mission$2,500
National Multiple Sclerosis Society
2701 Mailtand Ctr Pkwy 100MaitlandFL32751None501c3General Operating/Mission$1,250
National Organization of Concerned Black Men
1313 L St NW Suite 111WashingtonDC20005None501c3General Operating/Mission$25,000
New Community for Children Inc
1722 6th St NWWashingtonDC20001None501c3General Operating/Mission$4,500
Olney Adventist Prep School
4100 Olney-Laytonsville RdOlneyMD20832None501c3Data Collection and Analysis$25,500
OPAL Community Land Trust
PO Box 1133EastwoundWA98245None501c3General Operating/Mission$2,500
Open Arms Perinatal Services
2524 16th Ave South 207-ASeattleWA98144None501c3General Operating/Mission$5,000
Orlando Union Rescue Mission
1521 West Washington StOrlandoFL32805None501c3General Operating/Mission$2,500
Orlando Union Rescue Mission
1521 West Washington StOrlandoFL32805None501c3General Operating/Mission$1,250
Pacific Union College
1 Angwin AveAngwinCA94508None501c3General Operating/Mission$3,000
Pacific Union College
1 Angwin AveAngwinCA94508None501c3General Operating/Mission$1,500
Pacific Union College
1 Angwin AveAngwinCA94508None501c3General Operating/Mission$2,500
Pacific Union College Church
PO Box 297AngwinCA94508None501c3General Operating/Mission$11,040
Pacific Union College Elementary School
135 Neilsen CtAngwinCA94508None501c3General Operating/Mission$5,000
Passion for Learning Inc
1210 Woodside ParkwaySilver SpringMD20910None501c3General Operating/Mission$36,727
Paul's Place Inc
1118 Ward StBaltimoreMD21230None501c3General Operating/Mission$25,000
Plymouth Housing Group (PHG)
2113 3rd AveSeattleWA98121None501c3General Operating/Mission$1,000
Positive Resource Center
875 Market St 10th FlSan FranciscoCA94103None501c3General Operating/Mission$4,000
Potomac Conference
606 Greenville AveStauntonVA24401None501c3Instructional Coaching K-8$32,000
Potomac Conference
606 Greenville AveStauntonVA24401None501c3Leadership Forum Participation$14,000
Potomac Conference
606 Greenville AveStauntonVA24401None501c3Strategic Planning$10,073
Potomac Conference
606 Greenville AveStauntonVA24401None501c3TA Cluster Renovation$1,131,818
Potomac Conference
606 Greenville AveStauntonVA24401None501c3Takoma Academy Chapel Renovation$153,005
Powerful Voices
1620 18th Ave Suite 100SeattleWA98122None501c3General Operating/Mission$250
Pride Foundation
1122 E Pike St PMB 1001SeattleWA98122None501c3General Operating/Mission$6,250
Pride Foundation
1122 E Pike St PMB 1001SeattleWA98122None501c3General Operating/Mission$2,500
Pro Bono Counseling Project Inc
110 West Rd Suite 202BaltimoreMD21204None501c3General Operating/Mission$10,000
Project Create
2401 Virginia Ave NWWashingtonDC20037None501c3General Operating/Mission$9,100
Reach Education Inc
218 D St SEWashingtonDC20003None501c3General Operating/Mission$15,000
Refugee Transitions
870 Market St Suite 718San FranciscoCA94102None501c3General Operating/Mission$9,000
Refugee Transitions
870 Market St Suite 718San FranciscoCA94102None501c3General Operating/Mission$6,250
Refugee Transitions
870 Market St Suite 718San FranciscoCA94102None501c3General Operating/Mission$2,500
Rio Lindo
3200 Rio Lindo AveHealdsburgCA95448None501c3Mission Trip to Peru$23,382
Sacred Place Community Church
7371 Old Alexandria Ferry RdClintonMD20735None501c3General Operating/Mission$1,000
Saint Joseph's Indian School
1301 N Main StChamberlainSD57325None501c3General Operating/Mission$275
St Martin De Porres
6111 Lausche AveCleavlandOH44103None501c3Professional Development$3,189
San Miguel Middle School
7705 Georgia Ave NWWashingtonDC20012None501c3General Operating/Mission$25,000
Sanctuary for Families Inc
PO Box 1406 Wall Street StationNew YorkNY10268None501c3General Operating/Mission$2,500
Sandy Spring Friends School
16923 Norwood RdSandy SpringMD20860None501c3General Operating/Mission$1,000
Seattle Tilth Association Inc
4649 Sunnyside Ave N Suite 100SeattleWA98103None501c3General Operating/Mission$1,000
Servants of the Lord & The Virgin of Matara
28 15th St SEWashingtonDC20003None501c3General Operating/Mission$150
Sharon Bible Fellowship
6117 Seabrook RoadLanhamMD20706None501c3General Operating/Mission$1,000
Shaw Community Ministry Inc
1726 7th St NWWashingtonDC20001None501c3General Operating/Mission$5,500
Shining Hope For Communities Inc
175 Varick S 6th FlNew YorkNY10014None501c3General Operating/Mission$20,000
Sligo Adventist
8300 Carroll AveTakoma ParkMD20912None501c3Worthy Student Support$60,000
Southern Adventist University
PO Box 370CollegedaleTN373150370None501c3General Operating/Mission$33,166
Spencerville Adventist Academy
2502 Spencerville RoadSpencervilleMD20868None501c3General Operating/Mission$2,000
St Martin de Porres School
6111 Lausche AveCleavlandOH44103None501c3Mission Trip to New Orleans$8,437
St Martin de Porres School
6111 Lausche AveCleavlandOH44103None501c3Mission Trip to Weeling, West Virginia$2,780
Takoma Academy
8120 Carroll AveTakoma ParkMD20912None501c3Remedial Education Summer Bridge Program$26,500
Takoma Adventist Academy
8120 Carroll AveTakoma ParkMD20912None501c3General Operating/Mission$20,000
Talbot Hospice Foundation Inc
586 Cynwood DrEastonMD21601None501c3General Operating/Mission$5,000
Teach For America Inc
1411 K St NW 12th FlWashingtonDC20005None501c3General Operating/Mission$8,000
Teen Feed
4740-B University Way NESeattleWA98105None501c3General Operating/Mission$1,000
The Community Foundation for Montgomery County
8720 Georgia Ave Suite 202Silver SpringMD20910None501c3General Operating/Mission$2,500
The Leukemia & Lymphoma Society
5845 Richmond Highway Suite 800AlexandriaVA22303None501c3General Operating/Mission$250
The National Academies Summer 2012 Internship Grant
500 Fifth Street NWWashingtonDC20001None501c3General Operating/Mission$40,800
Turning the Page
1010 Vermont Ave NW Suite 915WashingtonDC20005None501c3General Operating/Mission$1,000
Upper Columbia
3025 East Spangle-Waverly RdSpangleWA99031None501c3Professional Development$4,189
Upper Columbia Academy
3025 East Spangle-Waverly RdSpangleWA99031None501c3Cafeteria Renovation$25,000
Upper Seneca Baptist Church
23401 Davis Mill RoadGermantownMD20876None501c3General Operating/Mission$1,000
Wallingford Community Senior Center
4649 Sunnyside Ave N Suite 140SeattleWA98103None501c3General Operating/Mission$1,000
Washington Architectural Foundation
421 7th St NWWashingtonDC20004None501c3General Operating/Mission$8,800
Washington Middle School for Girls
1901 Mississippi Ave SEWashingtonDC20020None501c3General Operating/Mission$2,250
Washington Nationals Youth Baseball Academy
1500 South Capitol St SEWashingtonDC20003None501c3General Operating/Mission$30,000
Women Organized to Make Abuse Nonexistent
333 Valencia St Suite 450San FranciscoCA94103None501c3General Operating/Mission$2,500
Woodside United Methodist Church
8900 Georgia Ave Silver Spring MDSilver SpringMD20901None501c3General Operating/Mission$32220901
World Arts Focus
3309 Bunker Hill RdMt RanierMD20712None501c3Joe's Movement Emporium$25,000
World Wide Word
24162 Rochester LnAldieVA20105None501c3General Operating/Mission$12,500
World Wide Word
24162 Rochester LnAldieVA20105None501c3General Operating/Mission$5,000
Wounded Warrior project Inc
P O Box 78517TopekaKS66675None501c3General Operating/Mission$1,250
Young Playwright's Theater
2437 15th St NW 3rd FloorWashingtonDC20009None501c3General Operating/Mission$150,746
Youth Professional Development Inc
9500 Annapolis Road Suite C3LanhamMD20706None501c3General Operating/Mission$22,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5480108TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (64 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Alexandria Seaport Foundation
PO Box 25036AlexandriaVA22313None501c3General Operating/Mission$15,000
Beacon House Community Ministry Inc
PO Box 29629WashingtonDC20017None501c3General Operating/Mission$15,000
Beacon House Community Ministry Inc
PO Box 29629WashingtonDC20017None501c3General Operating/Mission$3,333
Beltsville Adventist School
4230 Ammendale RdBeltsvilleMD20705None501c3Data Collection and Analysis$3,500
Bowdoin College
4100 College Station BrunswickBrunswickME04011None501c3General Operating/Mission$62,500
Campion Academy
300 42nd Street SWLovelandCO80537None501c3Professional Development/Princeton Review$6,000
Chess Challenge in DC
5185 MacArthur Blvd NWSuite 620WashingtonDC20016None501c3General Operating/Mission$10,000
Chillum Youth Project
PO Box 57HyattsvilleMD20781None501c3General Operating/Mission$11,500
Community School
337 West 30th Street BaltimoreBaltimoreMD21211None501c3General Operating/Mission$12,500
Cristo Rey Jesuit HS Baltimore
420 South Chester StBaltimoreMD21231None501c3Professional Development/Princeton Review$6,000
Cristo Rey Minneapolis
2924 4th Ave SouthMinneapolisMN55408None501c3Professional Development/Princeton Review$6,000
Critical Exposure Inc
1816 12th St NW 3rd FlWashingtonDC20009None501c3General Operating/Mission$20,000
DC Creative Writing Workshop Inc
601 Mississippi Ave SEWashingtonDC20032None501c3General Operating/Mission$10,000
Don Bosco Cristo Rey Jesuit HS
P O Box 56471WashingtonDC20040None501c3General Operating/Mission$16,500
DuPont Park Adventist School
3942 Alabama Ave SEWashingtonDC20020None501c3Data Collection and Analysis$5,500
Fishing SchoolInc
4737 Meade St NEWashingtonDC20019None501c3General Operating/Mission$7,000
Fletcher Academy
PO Box 5440FletcherHendersonvillNC28732None501c3Professional Development/Princeton Review$6,000
Free Minds Book Club & Writing Workshop
2201 P St NWWashingtonDC20037None501c3General Operating/Mission$15,000
George E Peters School
6303 Riggs RdHyattsvilleMD20783None501c3Data Collection and Analysis$8,500
Georgia Cumberland
397 Academy Dr SWCalhounGA30701None501c3Professional Development/Princeton Review$6,000
Higher Achievement Program Inc
317 8th St NEWashingtonDC20002None501c3General Operating/Mission$250
Higher Achievement Program Inc
317 8th St NEWashingtonDC20002None501c3General Operating/Mission$875
Hope House DC
PO Box 60682WashingtonDC20039None501c3General Operating/Mission$20,000
Hope House DC
PO Box 60682WashingtonDC20039None501c3General Operating/Mission$2,500
Horizons Greater Washington Inc
3000 Cathedral Avenue NWWashingtonDC20008None501c3General Operating/Mission$25,000
Horizons Greater Washington Inc
3000 Cathedral Ave NWWashingtonDC20008None501c3General Operating/Mission$2,500
Liberty's Promise Inc
1010 Pendleton StAlexandriaVA223141837None501c3General Operating/Mission$20,000
Live It Learn It (LILI)
735 8th St SE Suite 300WashingtonDC20003None501c3General Operating/Mission$20,000
Loyola High School
15325 PinehurstDetroitMI48238None501c3General Operating/Mission$28,200
Loyola High School
15325 PinehurstDetroitMI48238None501c3Mission Trip to Deer Lodge, Tennessee$7,000
Loyola High School
15325 PinehurstDetroitMI48238None501c3Professional Development/Princeton Review$6,000
Maranatha
900 Reserve Drive Suite 100RosevilleCA95678None501c3EEC Buildings$770,000
Maranatha
900 Reserve Drive Suite 100RosevilleCA95678None501c3Management,General and Fundraising Expenses$500,000
Potomac Conference
606 Greenville AvestauntonVA24401None501c3Olney Adventist Preparatory School$1,550,000
Maranatha
900 Reserve Drive Suite 100RosevilleCA95678None501c3EEC Building$1,600,000
Neighborhood Farm Initiative
6808 Laurel St NWWashingtonDC20012None501c3General Operating/Mission$2,500
New Community For Children Inc
1722 6th St NWWashingtonDC20001None501c3General Operating/Mission$21,500
Olney Adventist Prep School
4100 Olney-Laytonsville RdOlneyMD20832None501c3Data Collection and Analysis$8,500
Potomac Conference
606 Greenville AveStauntonVA24401None501c3Cluster Liaison Position$80,000
Potomac Conference
606 Greenville AveStauntonVA24401None501c3Instructional Coaching K-8$4,000
Potomac Conference
606 Greenville AveStauntonVA24401None501c3Math Specialist$80,000
Potomac Conference
606 Greenville AveStauntonVA24401None501c3Strategic Planning$45,890
Potomac Conference
606 Greenville AveStauntonVA24401None501c3TA Cluster Renovation$368,182
Professional Development & Training Center
520 West Fayetter St 4th FlBaltimoreMD21201None501c3General Operating/Mission$20,000
ReSET (Retired ScientistsEngineers & Technicians)
PO Box 9400WashingtonDC20016None501c3General Operating/Mission$10,000
Resources for Inner City Children
1431 Howard Road SEWashingtonDC20020None501c3General Operating/Mission$15,000
Resources for Inner City Children
1431 Howard Road SEWashingtonDC20020None501c3General Operating/Mission$5,000
Rio Lindo
3200 Rio Lindo AveHealdsburgCA95448None501c3Professional Development/Princeton Review$6,000
St Martin De Porres
6111 Lausche AveCleavlandOH44103None501c3Professional Development/Princeton Review$6,000
Shenandoah
234 West Lee HighwayNew MarketVA22844None501c3Professional Development/Princeton Review$6,000
Shenandoah
234 West Lee HighwayNew MarketVA22844None501c3Professional Development/Princeton Review$160,000
St Francis Neighborhood Center Corp
2405 Linden AveBaltimoreMD21217None501c3General Operating/Mission$7,500
Takoma Academy
8120 Carroll AvenueTakoma ParkMD20912None501c3General Operating/Mission$38,625
Takoma Academy
8120 Carroll AvenueTakoma ParkMD20912None501c3Professional Development/Princeton Review$6,000
The George B Thomas Learning Academy
7210 Hidden Creek RdBethesdaMD20817None501c3General Operating/Mission$1,000
The National Academies Summer 2013 Internship Grant
500 Fifth Street NWWashingtonDC20001None501c3General Operating/Mission$60,200
The Young Women's Project
1328 Florida Ave NW Suite 2000WashingtonDC20009None501c3General Operating/Mission$10,000
Turning the Page
1625 K St NW Suite 102WashingtonDC20008None501c3General Operating/Mission$20,000
Turning the Page
1625 K St NW Suite 102WashingtonDC20008None501c3General Operating/Mission$2,500
Upper Columbia
3025 East Spangle-Waverly RdSpangleWA99031None501c3Professional Development/Princeton Review$6,000
Washington Adventist University
7600 Flower AvenueTakoma ParkMD20912None501c3Strategic Planning$2,500
Washington Architectural Foundation
421 7th St NWWashingtonDC20004None501c3General Operating/Mission$15,000
Washington National Dream foundation
1500 S Capitol StSEWashingtonDC20003None501c3General Operating/Mission$6,250
Washington Nationals Dream Foundation
1500 S Capitol St SEWashingtonDC20003None501c3General Operating/Mission$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future5814805TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$17,259ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$30,898,713ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$92,636ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$2,751,824ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$33,760,432ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA33760432TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (3 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1Roberta Bainum10770 Columbia Pike 150Silver SpringMD209011000000X
2Rose-Marie and Jack R Anderson Fnd16475 Dallas Parkway 735AddisonTX7500140000X
3Stewart and Jane Bainum10770 Columbia Pike 150Silver SpringMD2090112800000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccountingCategory
Amount$78,114Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps59721DisbursementsCharitablePrps

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Transactions qualifying for self-dealing exceptionForm 990-PF, Part VIII-BDuring the year ended June 30, 2013, the Foundation was involved in certain transactions which qualify under the self-dealing exceptions described in Treasury Regulation 53.4941(d)-3.During Fiscal year 2013, the Foundation paid $28,518 for accounting professional services of Realty Investment Company, Inc., (Realty) a corporation controlled by the Principal Sponsors and their family. This is conducted under a cost sharing arrangement as allowed uner current tax regulations.
Continued explanation of blockage reductionForm 990-PF, Part X line 1eAn independent appraisal of the 3,000,000 shares donated to the Foundation in 2011 was performed as of June 22, 2011 and the appraiser opined that the adjustment applicable to the 3,000,000 shares of CHH was 7.5%. An updated independent appraisal was performed as of June 30, 2013, Commonweal's fiscal year end in which the appraiser opined that the appropriate adjustment applicable to the remaining 2,441,000 shares of CHH owned as of that date was 9.7%. For the purpose of calculating the average monthly fair market value of CHH included in line 1a of Part X, the Foundation reduced the value of CHH by 9.7%.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondCorporate fixed incomeNameOfBond
EOY Book Value2230110EOYBookValue
EOYFMV2230110EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
Choice Hotels International CHH stock8768989987689899
Preferred Stock1949631019496310

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand

FieldValueIRS element (for citing)
Category Or ItemNaples LandCategoryOrItem
Cost Or Other Basis874057CostOrOtherBasis
Accumulated Depreciation0AccumulatedDepreciation
Book Value874057BookValue
EOYFMV874057EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
Investment in limited partnershipFMV2663274026632740
Certificate of depositsFMV11072681107268
Mutual fundsFMV1047889110478891

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (5 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisAccumulated DepreciationAccumulatedDepreciationBook ValueBookValueEOYFMVEOYFMV
Computer hardware2109211336717725077250
Furniture and equipment88272633372493524935
Telephone system3000453582464624646
Computer software396936156352240584240584
Office expansion83952839520

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLegalCategory
Amount$19,937Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps27422DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
Accrued interest/dividend receivable731556618363618363
Federal excise tax receivable40000137348137348

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (13 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Bank fees1858818588185880
Equipment and maintenance212390026744
Dues and subscription362710072146
Staff recruiting512020052391
Insurance353330030858
Office supplies529930051533
Postage and delivery68703233233895
Student expenses506490050907
Telehpone174510018824
School Enhancement Contracts3309700551001
Scholarships2386642002565763
Micellaneous4683005645
Allocated Corporate General and Admin.0107818107818-107818

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionNon-Capital Gain(Loss) from Allen Global K-1Description
Revenue And Expenses Per Books92636RevenueAndExpensesPerBooks
Net Investment Income92636NetInvestmentIncome
Adjusted Net Income92636AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUnrealized gain on investmentsDescription
Amount$1,128,838Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDeferred federal excise tax payableDescription
BOY Book Value1854177BOYBookValue
EOY Book Value1725325EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryOther professional feesCategory
Amount$522,693Amount
Net Investment Income12090NetInvestmentIncome
Adjusted Net Income12090AdjustedNetIncome
Disbursements Charitable Prps426239DisbursementsCharitablePrps

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
ExplanationIn August 2011, the Foundation received a contribution of 3,000,000 shares representing over 5% of Choice Hotels International (CHH or Company), a public company traded on the New York Stock Exchange. The donors are affiliates of CHH and they and their descendants own 47% of the Company. Further, the Chairman of the Board of the Foundation and two Directors are affiliates of CHH by virtue of their ownership and one of the other Foundation Directors is an affiliate by virtue of being a CHH Director. Given these relationships and the size of the position that the Foundation owns in CHH, the Foundation has been treated as an affiliate and, thus, it is subject to Securities and Exchange Commission (SEC) restrictions on the timing and manner of selling its CHH stock including SEC Rule 144. (See Statement 26 for additional explanation.)Explanation

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFederal excise taxCategory
Amount$673,800Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps900000DisbursementsCharitablePrps

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