THE CRIMSONBRIDGE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE CRIMSONBRIDGE FOUNDATION INC (EIN 47-4376653)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349105701
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T19:39:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474376653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRIMSONBRIDGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRIM | BusinessNameControlTxt |
| Phone | 2029644430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 RIDGE SQUARE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE REYES | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2029644430 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,899,668 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,001,813 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $234,240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $234,240 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $234,240 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $163,443 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,443 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $163,443 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $968,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,165,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $968,697 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $915 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,368,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,366,380 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $398,598 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $307,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $307,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $357,136 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $357,136 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $161,946 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $161,946 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,452 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,452 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $193,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $192,835 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,028 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $14,028 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,278 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,278 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,093,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,092,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,564,343 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,564,343 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,658,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,657,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $710,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,365,540 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $398,598 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $385,176 | CashBOYAmt |
| Cash EOY | $279,664 | CashEOYAmt |
| Cash EOYFMV | $279,664 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,199,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,929,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,929,801 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $993,155 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $993,155 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,745,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,697,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,697,048 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,340,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,899,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,899,668 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,283 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $466 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,283 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $466 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,336,832 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,899,202 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,336,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,899,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,340,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,899,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,336,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $710,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,821,260 | OtherIncreasesAmt |
| Subtotal | $20,868,191 | SubtotalAmt |
| Other Decreases | $968,989 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,899,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $154,000 | $153,085 | $915 | $915 |
| SALE OF PUBLICLY TRADED SECURITIES | D | $1,011,002 | $43,220 | $967,782 | $967,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $968,697 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $915 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,981 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,981 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CRIMSONBRIDGE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRIMSONBRIDGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029644430 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 RIDGE SQUARE NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GABRIELA SMITH | ||||||||
| 14 RIDGE SQUARE NW SUITE 300 | WASHINGTON | DC | 20016 | FOUNDER & EXECUTIVE CHAIR | 20.00 | $0 | $0 | $0 |
| DANIELLE REYES | ||||||||
| 14 RIDGE SQUARE NW SUITE 300 | WASHINGTON | DC | 20016 | PRESIDENT & CEO | 40.00 | $307,400 | $43,850 | $572 |
| ADRIANNA SMITH REIG | ||||||||
| 14 RIDGE SQUARE NW SUITE 300 | WASHINGTON | DC | 20016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRENDON SMITH | ||||||||
| 14 RIDGE SQUARE NW SUITE 300 | WASHINGTON | DC | 20016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VICTORIA SMITH | ||||||||
| 14 RIDGE SQUARE NW SUITE 300 | WASHINGTON | DC | 20016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBYN ELLIS | ||||||||
| 14 RIDGE SQUARE NW SUITE 300 | WASHINGTON | DC | 20016 | SR. PROGRAM OFFICER | 36.00 | $110,531 | $20,873 | $490 |
| CAITLIN MAYO | ||||||||
| 14 RIDGE SQUARE NW SUITE 300 | WASHINGTON | DC | 20016 | DIR. CATHOLIC INITIA | 32.00 | $110,911 | $18,427 | $600 |
| SARAH BABINS | ||||||||
| 14 RIDGE SQUARE NW SUITE 300 | WASHINGTON | DC | 20016 | GRANT MGR & SPECIAL | 40.00 | $98,992 | $17,821 | $569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOVA SOLUTIONS LLC | |||||
| 1600 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PROGRAM CONSULTANTS | $100,000 |
| INTENTIONAL PHILANTHROPY LLC | |||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | MANAGEMENT CONSULTING SERVICES | $90,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CRIMSONBRIDGE FOUNDATION IS AN ENTREPRENEURIAL PHILANTHROPIC ORGANIZATION THAT BUILDS BRIDGES OF COLLABORATION TO CREATE TRANSFORMATIVE SOLUTIONS TO IMPROVE THE LIVES OF OUR NATION'S YOUTH AND FAMILIES. WE INNOVATE AND STRATEGICALLY INVEST IN EDUCATION, LEADERSHIP DEVELOPMENT, ENVIRONMENTAL SUSTAINABILITY, AND CAPACITY BUILDING PROGRAMS TO HELP AMERICA'S YOUTH AND NONPROFIT ORGANIZATIONS ACHIEVE THEIR POTENTIAL. OUR MOST COMMON ACTIVITIES INCLUDE SUPPORTING AND/OR COLLABORATING WITH NONPROFITS AND COMMUNITY PARTNERS TO DESIGN, IMPLEMENT, AND PROMOTE PROGRAMS, CONDUCT RESEARCH AND DISSEMINATE FINDINGS, PROVIDE INTENSIVE PROGRAM AND ORGANIZATION SPECIFIC TECHNICAL ASSISTANCE, AND PRESENTING AT REGIONAL AND NATIONAL WORKSHOPS AND CONFERENCES. IN ADDITION, WE ACTIVELY SERVE ON EXTERNAL GRANT AND OTHER NONPROFIT COMMITTEES AND BOARDS. | Description1Txt |
| Expenses1 | $1,044,905 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,924,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,080,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,004,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,004,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $285,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,719,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $935,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,657,254 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,657,254 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-08-14 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $398,598 | CurrentYearAmt |
| Year1 | $371,845 | Year1Amt |
| Year2 | $310,517 | Year2Amt |
| Year3 | $168,317 | Year3Amt |
| Total | $1,249,277 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $338,808 | CurrentYearAmt |
| Year1 | $316,068 | Year1Amt |
| Year2 | $263,939 | Year2Amt |
| Year3 | $143,069 | Year3Amt |
| Total | $1,061,885 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,657,254 | CurrentYearAmt |
| Year1 | $2,790,450 | Year1Amt |
| Year2 | $2,180,967 | Year2Amt |
| Year3 | $1,716,191 | Year3Amt |
| Total | $9,344,862 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,564,343 | CurrentYearAmt |
| Year1 | $1,655,190 | Year1Amt |
| Year2 | $1,188,750 | Year2Amt |
| Year3 | $935,500 | Year3Amt |
| Total | $5,343,783 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,092,911 | CurrentYearAmt |
| Year1 | $1,135,260 | Year1Amt |
| Year2 | $992,217 | Year2Amt |
| Year3 | $780,691 | Year3Amt |
| Total | $4,001,079 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $623,993 | CurrentYearAmt |
| Year1 | $550,707 | Year1Amt |
| Year2 | $444,923 | Year2Amt |
| Year3 | $416,658 | Year3Amt |
| Total | $2,036,281 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR BOYS AND MEN | |||||||
| 820 FIRST STREET NORTHEAST | WASHINGTON | DC | 20002 | N/A | PC | HIGHER EDUCATION MALE ACHIEVEMENT COLLABORATIVE | $60,000 |
| ANACOSTIA WATERSHED SOCIETY INC | |||||||
| 4302 BALTIMORE AVENUE | BLADENSBURG | MD | 20710 | N/A | PC | CLIMATE RESILIENCE MAP AND PILOT PROJECT | $15,000 |
| ARCHDIOCESE OF BALTIMORE CHANCERY INC | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | N/A | PC | BRIDGES FOR SCHOOLS | $20,000 |
| ARCHDIOCESE OF WASHINGTON - SECRETARIAT OF COMMUNICATIONS | |||||||
| PO BOX 29260 | WASHINGTON | DC | 20017 | N/A | PC | COMMUNICATIONS CAPACITY BUILDING | $30,000 |
| ARCHDIOCESE OF WASHINGTON CATHOLIC SCHOOLS | |||||||
| 5001 EASTERN AVENUE NORTHEAST | HYATTSVILLE | MD | 20782 | N/A | PC | BRIDGES FOR SCHOOLS | $57,000 |
| ASSOCIATION OF COMMUNITY COLLEGE TRUSTEES | |||||||
| 1101 17TH STREET NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | KIDS ON CAMPUS PROJECT ENGAGEMENT AND OUTREACH STRATEGY | $45,000 |
| ASSUMPTION OF THE BLESSED VIRGIN MARY SCHOOL | |||||||
| 290 STATE ROAD | WEST GROVE | PA | 19390 | N/A | PC | BRIDGES FOR SCHOOLS | $1,000 |
| AYUDA | |||||||
| PO BOX 66786 | WASHINGTON | DC | 20035 | N/A | PC | TEAM PHILANTHROPY CONTRIBUTION | $1,000 |
| BEACON FOR ADULT LITERACY | |||||||
| 9535 LINTON HALL ROAD | BRISTOW | VA | 20136 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $15,000 |
| BOSTON COLLEGE | |||||||
| 31 LAWRENCE AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | ROCHE CENTER: PARENT ENGAGEMENT IN CATHOLIC SCHOOLS (NATIONAL STUDY & CONVENING) | $45,000 |
| CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL | |||||||
| 1100 HARVARD STREET NORTHWEST | WASHINGTON | DC | 20009 | N/A | PC | ENGLISH LANGUAGE INITIATIVES | $20,000 |
| CASEY TREES | |||||||
| 3030 12TH STREET NORTHEAST | WASHINGTON | DC | 20017 | N/A | PC | BILINGUAL TREE CARE EDUCATIONAL VIDEOS | $15,000 |
| CATHOLIC CHARITIES OF DIOCESE OF ARLINGTON | |||||||
| 200 N GLEBE RD STE 250 | ARLINGTON | VA | 22203 | N/A | PC | ENGLISH LANGUAGE INITIATIVES | $20,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON INC | |||||||
| 924 G STREET NORTHWEST | WASHINGTON | DC | 20001 | N/A | PC | SPANISH CATHOLIC CENTER - ENGLISH LANGUAGE INITIATIVES | $20,000 |
| CATHOLIC CHARITIES USA | |||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | BILINGUAL COMMUNICATIONS CAPACITY BUILDING | $50,000 |
| CATHOLIC DIOCESE OF ARLINGTON | |||||||
| 200 N GLEBE RD STE 503 | ARLINGTON | VA | 22203 | N/A | PC | BRIDGES FOR SCHOOLS | $40,000 |
| CATHOLIC PARTNERSHIP SCHOOLS | |||||||
| 2824 RIVER ROAD | CAMDEN | NJ | 08105 | N/A | PC | BRIDGES FOR SCHOOLS - ST. JOSEPH PRO-CATHEDRAL SCHOOL | $15,000 |
| CATHOLIC PARTNERSHIP SCHOOLS | |||||||
| 2824 RIVER ROAD | CAMDEN | NJ | 08105 | N/A | PC | BRIDGES FOR SCHOOLS PROGRAM - ST. JOSEPH PRO-CATHEDRAL SCHOOL | $5,000 |
| CENTER FOR CIVIC DESIGN | |||||||
| 5443 TATES BANK ROAD | CAMBRIDGE | MD | 21613 | N/A | PC | TEAM PHILANTHROPY CONTRIBUTION | $1,000 |
| CHESAPEAKE NATIVES | |||||||
| 9640 ROSARYVILLE ROAD | UPPER MARLBORO | MD | 20772 | N/A | PC | NATIVE PLANT PRODUCTION EXPANSION | $23,000 |
| CLASSROOM 2 COMMUNITY | |||||||
| 21 MARYLAND AVE STE 320 | ROCKVILLE | MD | 20850 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $15,000 |
| COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA | |||||||
| 15500 SE 30TH PL SUITE 200 | SEATTLE | WA | 98007 | N/A | PC | STUDENT EMERGENCY & BASIC NEEDS SUPPORT | $5,000 |
| COLLEGIATE DIRECTIONS INC | |||||||
| 4827 RUGBY AVENUE SUITE 001 | BETHESDA | MD | 20814 | N/A | PC | STUDENT EMERGENCY & BASIC NEEDS SUPPORT | $5,000 |
| DEPARTMENT OF EDUCATION ARCHDIOCESE OF NEW YORK | |||||||
| 488 MADISON AVENUE 3RD FLOOR | NEW YORK | NY | 10022 | N/A | PC | BRIDGES FOR SCHOOLS | $30,000 |
| ECOACTION ARLINGTON | |||||||
| 3308 S STAFFORD STREET | ARLINGTON | VA | 22206 | N/A | PC | TREE CANOPY EQUITY PROGRAM | $10,000 |
| ENGLISH EMPOWERMENT CENTER | |||||||
| 2855 ANNANDALE ROAD | FALLS CHURCH | VA | 22042 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $15,000 |
| GENERATION HOPE | |||||||
| 1401 OKIE STREET NORTHEAST STE 300 | WASHINGTON | DC | 20002 | N/A | PC | CRIMSONBRIDGE 10TH ANNIVERSARY CONTRIBUTION | $10,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O STREET NORTHWEST | WASHINGTON | DC | 20057 | N/A | PC | CENTER FOR PUBLIC & NONPROFIT LEADERSHIP: LEADERBRIDGE - LEADING NONPROFIT RESILIENCY PROGRAM | $15,000 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 400 SE 103RD DRIVE 33348 | PORTLAND | OR | 97216 | N/A | PC | GENERAL OPERATING SUPPORT | $563 |
| HUMANITIES COUNCIL OF WASHINGTON DC INC | |||||||
| 1804 T STREET NORTHWEST | WASHINGTON | DC | 20009 | N/A | PC | TEAM PHILANTHROPY CONTRIBUTION | $1,000 |
| IDENTITY INC | |||||||
| 620 EAST DIAMOND AVENUE SUITE K | GAITHERSBURG | MD | 20877 | N/A | PC | ENGLISH LANGUAGE INITIATIVES | $20,000 |
| IGNITE | |||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | N/A | PC | SCALING PROGRAM CAPACITY | $40,000 |
| INCARNATE WORD FOUNDATION | |||||||
| 5257 SHAW AVENUE SUITE 309 | ST LOUIS | MO | 63110 | N/A | PC | BRIDGES FOR SCHOOLS | $16,000 |
| INDEPENDENCE MISSION SCHOOLS | |||||||
| 1012 WEST THOMPSON STREET | PHILADELPHIA | PA | 19122 | N/A | PC | ST. HELENA-INCARNATION CATHOLIC SCHOOL - BRIDGES FOR SCHOOLS | $2,000 |
| INDEPENDENCE MISSION SCHOOLS | |||||||
| 1012 WEST THOMPSON STREET | PHILADELPHIA | PA | 19122 | N/A | PC | ST. THOMAS AQUINAS SCHOOL - BRIDGES FOR SCHOOLS | $2,000 |
| LATIN AMERICAN YOUTH CENTER | |||||||
| 1419 COLUMBIA ROAD NORTHWEST | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING SUPPORT | $8,600 |
| LATINO STUDENT FUND | |||||||
| 910 17TH STREET NORTHWEST SUITE 317 | WASHINGTON | DC | 20006 | N/A | PC | EDUCATION IMPERATIVE FUND | $100,000 |
| LEADERSHIP MONTGOMERY | |||||||
| 6010 EXECUTIVE BLVD SUITE 200 | ROCKVILLE | MD | 20852 | N/A | PC | LEADERBRIDGE - EMERGING LEADERS PROGRAM | $10,000 |
| LITERACY COUNCIL OF FREDERICK COUNTY | |||||||
| 110 E PATRICK STREET | FREDERICK | MD | 21701 | N/A | PC | ENGLISH LANGUAGE INITIATIVES | $20,000 |
| MERIT AMERICA | |||||||
| 712 H STREET NE SUITE 1560 | WASHINGTON | DC | 20002 | N/A | PC | HUMAN RESOURCES CAREER TRACK PILOT PROGRAM | $50,000 |
| NEW FUTURES | |||||||
| 609 H STREET NE SUITE 500 | WASHINGTON | DC | 20002 | N/A | PC | STUDENT EMERGENCY & BASIC NEEDS SUPPORT | $5,000 |
| POPE JOHN PAUL II REGIONAL CATHOLIC ELEMENTARY SCHOOL | |||||||
| 2875 MANOR ROAD | WEST BRANDYWINE | PA | 19320 | N/A | PC | BRIDGES FOR SCHOOLS | $2,000 |
| POTOMAC CONSERVANCY INC | |||||||
| 962 WAYNE AVENUE 5TH FLOOR | SILVER SPRING | MD | 20910 | N/A | PC | CONSERVATION COMMUNITY HUBS | $15,000 |
| PRESENTATION BVM SCHOOL | |||||||
| 105 OLD SOLDIERS ROAD | CHELTENHAM | PA | 19012 | N/A | PC | BRIDGES FOR SCHOOLS | $2,000 |
| REPRESENTWOMEN INC | |||||||
| 8484 GEORGIA AVENUE SUITE 240 | SILVER SPRING | MD | 20910 | N/A | PC | NATIONAL COLLABORATIVE EXPANSION | $40,000 |
| RUNNING START | |||||||
| 5138 EARL DRIVE | LA CAADA FLINTRIDGE | CA | 91011 | N/A | PC | GLOBAL FORUM MENTORSHIP | $5,000 |
| RUNNING START | |||||||
| 5138 EARL DRIVE | LA CAADA FLINTRIDGE | CA | 91011 | N/A | PC | SCALING NEXT STEP PROGRAM CAPACITY | $45,000 |
| SAINT AMBROSE CATHOLIC SCHOOL | |||||||
| 3827 WOODBURN RD | ANNANDALE | VA | 22003 | N/A | PC | BRIDGES FOR SCHOOLS | $15,000 |
| SAINT LAURENCE SCHOOL | |||||||
| 8245 WEST CHESTER PIKE | UPPER DARBY | PA | 19082 | N/A | PC | BRIDGES FOR SCHOOLS | $2,000 |
| SETON CATHOLIC SCHOOLS INC | |||||||
| 3501 SOUTH LAKE DRIVE | MILWAUKEE | WI | 53207 | N/A | PC | BRIDGES FOR SCHOOLS | $15,000 |
| SHE SHOULD RUN | |||||||
| 169 MADISON AVE STE 11396 | NEW YORK | NY | 10016 | N/A | PC | CIVIC ENGAGEMENT PROGRAM | $50,000 |
| SKILLUP COALITION | |||||||
| 548 MARKET STREET PMB 63520 | SAN FRANCISCO | CA | 94104 | N/A | PC | SKILLS TRADES INITIATIVE | $100,000 |
| SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS | |||||||
| 6003 EXECUTIVE BOULEVARD | ROCKVILLE | MD | 20852 | N/A | PC | SREE SUMMER RESEARCH FELLOW 2025 | $13,000 |
| SPARK THE JOURNEY | |||||||
| 609 H STREET NE 500 | WASHINGTON | DC | 20002 | N/A | PC | STUDENT EMERGENCY & BASIC NEEDS SUPPORT | $5,000 |
| SPUR LOCAL | |||||||
| 80 M STREET SE SUITE 100 | WASHINGTON | DC | 20003 | N/A | PC | GENERAL OPERATING SUPPORT | $2,180 |
| SPUR LOCAL | |||||||
| 80 M STREET SE SUITE 100 | WASHINGTON | DC | 20003 | N/A | PC | LEADERBRIDGE PARTNERSHIP AND TRANSITION | $95,000 |
| ST PETER THE APOSTLE SCHOOL | |||||||
| 1009 NORTH 5TH STREET | PHILADELPHIA | PA | 19123 | N/A | PC | BRIDGES FOR SCHOOLS | $2,000 |
| ST VERONICA SCHOOL | |||||||
| 3521 NORTH 6TH STREET | PHILADELPHIA | PA | 19140 | N/A | PC | BRIDGES FOR SCHOOLS | $2,000 |
| STUDENT CONSERVATION ASSOCIATION | |||||||
| PO BOX 830603 DEPT 500 | PHILADELPHIA | PA | 19182 | N/A | PC | NATIONAL CAPITAL REGION CONSERVATION COMMUNITY CREWS | $30,000 |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | |||||||
| 525 WEST 120TH STREET BOX 21 | NEW YORK | NY | 10027 | N/A | PC | COMMUNITY COLLEGE RESEARCH CENTER'S RESOURCES FOR POLICYMAKERS AND COMMUNICATIONS TECHNOLOGY UPDATES | $100,000 |
| THE FAMILY PLACE PUBLIC CHARTER SCHOOL | |||||||
| 3309 16TH ST NW | WASHINGTON | DC | 20010 | N/A | PC | ENGLISH LANGUAGE INITIATIVES | $20,000 |
| THE ROMAN CATHOLIC ARCHDIOCESE OF WASHINGTON - CATHOLIC SCHOOLS OFFICE | |||||||
| 5001 EASTERN AVENUE NORTHEAST | HYATTSVILLE | MD | 20782 | N/A | PC | ENROLLMENT INITIATIVE | $45,000 |
| UNIVERSITY OF NOTRE DAME - ALMA INITIATIVE | |||||||
| 836 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PC | ALMA INITIATIVE | $35,000 |
| WARD 8 WOODS CONSERVANCY INC | |||||||
| 3214 11TH PLACE SOUTHEAST | WASHINGTON | DC | 20032 | N/A | PC | PARK STEWARD PROGRAM CAPACITY BUILDING | $20,000 |
| WASHINGTON AREA WOMEN'S FOUNDATION | |||||||
| 712 H STREET NE SUITE 1099 | WASHINGTON | DC | 20002 | N/A | PC | LEADERSHIP PROJECT | $10,000 |
| WASHINGTON ENGLISH CENTER | |||||||
| 1100 G STREET NORTHWEST SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | ADULT ENGLISH LANGUAGE PROGRAMS | $15,000 |
| WOMEN GIVING BACK | |||||||
| 20 EXPORT DRIVE | STERLING | VA | 20164 | N/A | PC | TEAM PHILANTHROPY CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,564,343 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,240 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $968,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,366,380 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,366,380 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| FIDELITY CHARITABLE | |||||||
| 1 | PO BOX 770001 | CINCINNATI | OH | 452770053 | $1,000,000 | Yes (X) | |
| DOUGLAS SMITH | |||||||
| 2 | 4445 WILLARD AVE 600 | CHEVY CHASE | MD | 20815 | $1,001,813 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,001,813 | FairMarketValueAmt |
| Received | 2025-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $7,452 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,452 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (53 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERN EXPRESS CO SR NTS 1.65% 11/04/2026 DTD 11/04/2021 20,000 QTY | $19,637 | $19,637 |
| ASTRAZENECA FIN LLC 1.2% 05/28/2026 DTD 05/28/2021 22,000 QTY | $21,775 | $21,775 |
| AT&T INC SR NTS 1.7% 03/25/2026 DTD 03/23/2021 20,000 QTY | $19,899 | $19,899 |
| AUTOZONE INC SR NTS 5.05% 07/15/2026 DTD 07/21/2023 19,000 QTY | $19,107 | $19,107 |
| AVALONBAY COMMUNITIES SR NTS MTN 2.95% 05/11/2026 DTD 05/11/2016 16,000 QTY | $15,942 | $15,942 |
| BAT INTL FIN PLC 1.668% 03/25/2026 DTD 09/25/2020 20,000 QTY | $19,890 | $19,890 |
| BERRY GLOBAL INC SR NTS 1.57% 01/15/2026 DTD 10/19/2021 20,000 QTY | $19,980 | $19,980 |
| BK OF AMER CORP SR NTS MTN 3.5% 04/19/2026 DTD 04/19/2016 32,000 QTY | $31,959 | $31,959 |
| BOEING CO SR NTS 2.25% 06/15/2026 DTD 05/18/2016 20,000 QTY | $19,823 | $19,823 |
| BOOKING HOLDINGS INC SR NTS 3.6% 06/01/2026 DTD 05/23/2016 19,000 QTY | $18,976 | $18,976 |
| CAMPBELLS COMPANY/THE SR NTS 5.3% 03/20/2026 DTD 03/21/2024 19,000 QTY | $19,044 | $19,044 |
| CITIGROUP INC SR NTS 3.4% 05/01/2026 DTD 05/02/2016 19,000 QTY | $18,964 | $18,964 |
| CMS ENERGY CORP SR NTS 3.0% 05/15/2026 DTD 05/05/2016 20,000 QTY | $19,928 | $19,928 |
| CONSTELLATION BRANDS INC 3.7% 12/06/2026 DTD 12/06/2016 19,000 QTY | $18,952 | $18,952 |
| CROWN CASTLE INC SR NTS 3.7% 06/15/2026 DTD 05/06/2016 20,000 QTY | $19,954 | $19,954 |
| CVS HEALTH CORP SR NTS 2.875% 06/01/2026 DTD 05/25/2016 20,000 QTY | $19,899 | $19,899 |
| DOMINION ENERGY INC SR NTS 1.45% 04/15/2026 DTD 04/05/2021 20,000 QTY | $19,851 | $19,851 |
| DUKE ENERGY CORP SR NTS 2.65% 09/01/2026 DTD 08/12/2016 12,000 QTY | $11,898 | $11,898 |
| ENBRIDGE INC 5.9% 11/15/2026 DTD 11/09/2023 10,000 QTY | $10,145 | $10,145 |
| EXELON CORP SR NTS 3.4% 04/15/2026 DTD 04/07/2016 19,000 QTY | $18,963 | $18,963 |
| FEDEX CORP 3.25% 04/01/2026 DTD 03/24/2016 19,000 QTY | $18,959 | $18,959 |
| FISERV INC SR NTS 3.2% 07/01/2026 DTD 06/24/2019 20,000 QTY | $19,913 | $19,913 |
| GEN MOTORS FINL CO SR NTS 5.4% 04/06/2026 DTD 04/06/2023 19,000 QTY | $19,066 | $19,066 |
| GILEAD SCIENCES INC SR NTS 3.65% 03/01/2026 DTD 09/14/2015 19,000 QTY | $18,992 | $18,992 |
| GOLDMAN SACHS GROUP INC SR NTS 3.5% 11/16/2026 DTD 11/16/2016 21,000 QTY | $20,927 | $20,927 |
| HP ENTERPRISE CO SR NTS 1.75% 04/01/2026 DTD 07/17/2020 20,000 QTY | $19,870 | $19,870 |
| INTUIT INC SR NTS 5.25% 09/15/2026 DTD 09/15/2023 9,000 QTY | $9,076 | $9,076 |
| JOHN DEERE CAP CORP SR NTS MTN 4.75% 06/08/2026 DTD 06/08/2023 19,000 QTY | $19,074 | $19,074 |
| KRAFT HEINZ FOODS CO 3.0% 06/01/2026 DTD 08/19/2016 17,000 QTY | $16,925 | $16,925 |
| KROGER CO SR NTS 3.5% 02/01/2026 DTD 01/15/2016 19,000 QTY | $18,987 | $18,987 |
| LINDE INC/CT 3.2% 01/30/2026 DTD 09/24/2015 19,000 QTY | $18,988 | $18,988 |
| LOWE'S COS INC SR NTS 4.8% 04/01/2026 DTD 03/30/2023 19,000 QTY | $19,024 | $19,024 |
| MARRIOTT INTL SR NTS 3.125% 06/15/2026 DTD 06/10/2016 20,000 QTY | $19,924 | $19,924 |
| MORGAN STANLEY SR NTS MTN 3.875% 01/27/2026 DTD 01/27/2016 29,000 QTY | $28,996 | $28,996 |
| NORFOLK SOUTHERN CORP 2.900% 06/15/2026 DTD 06/03/2016 20,000 QTY | $19,923 | $19,923 |
| ORACLE CORP SR NTS 2.65% 07/15/2026 DTD 07/07/2016 20,000 QTY | $19,835 | $19,835 |
| PHILLIPS 66 1.3% 02/15/2026 DTD 11/18/2020 4,000 QTY | $3,985 | $3,985 |
| PNC FINL SERVICES SR NTS 2.6% 07/23/2026 DTD 07/23/2019 15,000 QTY | $14,895 | $14,895 |
| QUEST DIAGNOSTICS INC SR NTS 3.45% 06/01/2026 DTD 05/26/2016 20,000 QTY | $19,953 | $19,953 |
| REP SERVICES INC SR NTS 2.9% 07/01/2026 DTD 07/05/2016 21,000 QTY | $20,899 | $20,899 |
| ROYAL BK OF CANADA SR NTS MTN 1.2% 04/27/2026 DTD 04/27/2021 15,000 QTY | $14,873 | $14,873 |
| SOUTHN CO GAS CAP 3.25% 06/15/2026 DTD 05/18/2016 20,000 QTY | $19,929 | $19,929 |
| ST STR CORP SR NTS 2.65% 05/19/2026 DTD 05/19/2016 20,000 QTY | $19,915 | $19,915 |
| STRYKER CORP SR NTS 3.5% 03/15/2026 DTD 03/10/2016 19,000 QTY | $18,982 | $18,982 |
| SYSCO CORP 3.3% 07/15/2026 DTD 04/01/2016 20,000 QTY | $19,930 | $19,930 |
| TAKE-TWO INTERACTIVE SOF SR NTS 5.0% 03/28/2026 DTD 04/14/2023 19,000 QTY | $19,042 | $19,042 |
| TYSON FOODS INC SR NTS 4.0% 03/01/2026 DTD 02/19/2019 19,000 QTY | $18,995 | $18,995 |
| UNITEDHEALTH GROUP INC SR NTS 4.75% 07/15/2026 DTD 07/25/2024 19,000 QTY | $19,080 | $19,080 |
| US BANCORP SR NTS MTN 2.375% 07/22/2026 DTD 07/22/2016 10,000 QTY | $9,927 | $9,927 |
| VMWARE LLC SR NTS 1.4% 08/15/2026 DTD 08/02/2021 20,000 QTY | $19,704 | $19,704 |
| WELLS FARGO & CO SR NTS 3.0% 04/22/2026 DTD 04/22/2016 22,000 QTY | $21,939 | $21,939 |
| WELLTOWER OP LLC 4.25% 04/01/2026 DTD 03/01/2016 19,000 QTY | $19,001 | $19,001 |
| WILLIAMS COMPANIES INC SR NTS 5.4% 03/02/2026 DTD 03/02/2023 19,000 QTY | $19,041 | $19,041 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF (XLY) 8,895.076 SHS | FMV | $1,062,161 | $1,062,161 |
| CONSUMER STAPLES SELECT SECTOR SPDR ETF (XLP) 6,346.345 SHS | FMV | $492,984 | $492,984 |
| FINANCIAL SELECT SECTOR SPDR ETF (XLF) 15,881.533 SHS | FMV | $869,832 | $869,832 |
| HEALTH CARE SELECT SECTOR SPDR ETF (XLV) 6,095.646 SHS | FMV | $943,142 | $943,142 |
| INDUSTRIAL SELECT SECTOR SPDR ETF (XLI) 5,462.111 SHS | FMV | $847,438 | $847,438 |
| MATERIALS SELECT SECTOR SPDR ETF(XLB) 3,781.086 SHS | FMV | $171,472 | $171,472 |
| TECHNOLOGY SELECT SECTOR SPDR ETF (XLK) 15,325.433 SHS | FMV | $2,206,403 | $2,206,403 |
| UTILITIES SELECT SECTOR SPDR ETF (XLU) 4,636.050 SHS | FMV | $197,913 | $197,913 |
| VANGUARD INDEX FUNDS S&P 500 ETF (VOO) 11,011,598 SHS | FMV | $6,905,703 | $6,905,703 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST DONATED STOCK TO AGREE TO DONOR BASIS | Desc |
| Amt | $968,989 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL PROCESSING | $7,945 | $0 | $0 | $7,945 |
| INSURANCE | $2,761 | $0 | $0 | $2,761 |
| ASSOCIATION DUES | $10,975 | $0 | $0 | $10,975 |
| OFFICE EXPENSES | $9,201 | $0 | $0 | $9,201 |
| TELEPHONE | $698 | $0 | $0 | $698 |
| MEMBERSHIP FEES | $744 | $0 | $0 | $744 |
| FILING FEES | $512 | $0 | $0 | $512 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,821,260 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT CONSULTING SERVICES | $90,500 | $0 | $0 | $90,500 |
| PROGRAM CONSULTANTS | $102,335 | $0 | $0 | $102,335 |
| INVESTMENT ADVISORY FEE | $840 | $840 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $14,028 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,028 | DisbursementsCharitablePrpsAmt |