SARFATY SIEGEL FOUNDATION FOR THE FUTURE: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SARFATY SIEGEL FOUNDATION FOR THE FUTURE (EIN 46-4249364)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202641389349101104
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T11:50:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11155 RED RUN BLVD STE 410 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 464249364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARFATY SIEGEL FOUNDATION FOR THE FUTURE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARF | BusinessNameControlTxt |
| Phone | 2407434174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 LELAND STREET | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONA SARFATY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2407434174 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW ROTHSTEIN | PreparerPersonNm |
| PTIN | P01488933 | PTIN |
| Phone | 4104159700 | PhoneNum |
| Preparation | 2026-05-05 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,636,336 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $93,241 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,119,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,390 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $468 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $232,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,134 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,134 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,702 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $344 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,099 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,929 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,658 | CashBOYAmt |
| Cash EOY | $24,063 | CashEOYAmt |
| Cash EOYFMV | $24,063 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,170,618 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,885,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,885,973 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,381,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,689,585 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,726,300 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,570,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,599,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,636,336 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,570,287 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,599,621 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,570,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,599,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,570,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,599,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,570,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,599,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,599,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $82,119,895 | GrossSalesPriceAmt |
| Cost Or Other Basis | $81,981,505 | CostOrOtherBasisAmt |
| Gain Or Loss | $138,390 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $138,390 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,390 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,614 | 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 | $9,614 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,432 | OverpaymentAmt |
| Applied To ES Tax | $6,432 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JAY SIEGEL | IndividualWithBooksNm |
| Phone | 2407434174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 LELAND STREET | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAY SIEGEL | ||||||||
| 4501 LELAND STREET | CHEVY CHASE | MD | 20815 | SECRETARY | 0.25 | $0 | $0 | $0 |
| MONA SARFATY | ||||||||
| 4501 LELAND STREET | CHEVY CHASE | MD | 20815 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,866,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,696,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,562,813 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,562,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,442 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,494,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,182 | TotalTaxAmt |
| Distributable Before Adj | $221,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $221,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $181,577 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $21,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,345 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $9,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,740 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $181,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,740 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,740 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,220 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY SIEGEL | ContributingManagerNm |
| Contributing Manager | MONA SARFATY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $250 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | PC | GENERAL SUPPORT | $100 |
| AVALON THEATRE | |||||||
| 5612 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20015 | N/A | PC | GENERAL SUPPORT | $250 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | PC | GENERAL SUPPORT | $1,200 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | GENERAL SUPPORT | $100 |
| CHILDREN'S ENVIRONMENTAL HEALTH NETWORK | |||||||
| 110 MARYLAND AVENUE NE SUITE 404 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $100 |
| COMMUNITY FOUNDATION OF NW GA | |||||||
| 714 S THORNTON AVE V | DALTON | GA | 30720 | N/A | PC | GENERAL SUPPORT | $3,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | PC | GENERAL SUPPORT | $100 |
| ECO AMERICA | |||||||
| 1730 RHODE ISLAND AVE NW 200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $100 |
| EMK INSTITUTE FOR THE UNITED STATES SENATE | |||||||
| 210 WILLIAM T MORRISSEY BLVD | BOSTON | ME | 02125 | N/A | PC | GENERAL SUPPORT | $50 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $2,650 |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | N/A | PC | FOR MEDICAL SOCIETY CONSORTIUM ON CLIMATE AND HEALTH | $150,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | N/A | PC | GENERAL SUPPORT | $250 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $100 |
| MATERNITY CARE COALITION | |||||||
| 3401 I ST SUITE 407 | PHILADELPHIA | PA | 191341442 | N/A | PC | GENERAL SUPPORT | $100 |
| MPT FOUNDATION INC | |||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | N/A | PC | GENERAL SUPPORT | $60 |
| MY GREEN DOCTOR | |||||||
| 917 1ST STREET SOUTH UNIT 601 | JACKSONVILLE BEACH | FL | 32250 | N/A | PC | GENERAL SUPPORT | $600 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | GENERAL SUPPORT | $100 |
| NEW VIRGINIA MAJORITY EDUCATION FUND | |||||||
| PO BOX 22063 | ALEXANDRIA | VA | 22304 | N/A | PC | GENERAL SUPPORT | $330 |
| PHYSICIANS FOR SOCIAL RESPONSIBILITY | |||||||
| 1111 14TH ST NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $100 |
| PLANNED PARENTHOOD FOUNDATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | N/A | PC | GENERAL SUPPORT | $150 |
| PRIMARY CARE COALITION | |||||||
| 8757 GEORGIA AVE 430 | SILVER SPRING | MD | 20910 | N/A | PC | GENERAL SUPPORT | $100 |
| ROUND HOUSE THEATER RESILIENCE FUND | |||||||
| 4545 EAST-WEST HIGHWAY | BETHESDA | MD | 20814 | N/A | PC | GENERAL SUPPORT | $1,200 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $100 |
| STRATHMORE | |||||||
| 5301 TUCKERMAN LANE | N BETHESDA | MD | 20852 | N/A | PC | GENERAL SUPPORT | $200 |
| THE CREATIVE FORCE FOUNDATION | |||||||
| 156 STONE CHURCH RD | BALLSTON SPA | NY | 12020 | N/A | PC | GENERAL SUPPORT | $3,000 |
| THE MARYLAND PUBLIC HEALTH ASSOCIATION | |||||||
| 12530 FAIRWOOD PKWY STE 102 358 | BOWIE | MD | 20720 | N/A | PC | GENERAL SUPPORT | $100 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | GENERAL SUPPORT | $100 |
| THE SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL SUPPORT | $100 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE SUITE 401 | BERKELEY | CA | 947041058 | N/A | PC | GENERAL SUPPORT | $250 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | N/A | PC | GENERAL SUPPORT | $50 |
| VIRGINIA CLINICIANS FOR CLIMATE ACTION | |||||||
| 104 W WALNUT ST | ALEXANDRIA | VA | 22301 | N/A | PC | GENERAL SUPPORT | $100 |
| WAMU 885 FM | |||||||
| PO BOX 98101 | WASHINGTON | DC | 200908101 | N/A | PC | GENERAL SUPPORT | $100 |
| WETA (PBS) | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | N/A | PC | GENERAL SUPPORT | $200 |
| WOLF TRAP FOUNDATION | |||||||
| 1645 TRAP ROAD | VIENNA | VA | 22182 | N/A | PC | GENERAL SUPPORT | $10,000 |
| WOMENS CANCER RESOURCE CENTER | |||||||
| 2908 ELLSWORTH STREET | BERKELEY | CA | 94705 | N/A | PC | GENERAL SUPPORT | $259 |
| WORLD FOOD PROGRAM USA | |||||||
| 1725 EYE STREET NW SUITE 510 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $150 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW PO BOX 97180 | WASHINGTON | DC | 200907180 | N/A | PC | GENERAL SUPPORT | $100 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PC | GENERAL SUPPORT | $100 |
| YMCA - YOUTH AND FAMILY SERVICES | |||||||
| 9601 COLESVILLE ROAD | SILVER SPRING | MD | 20901 | N/A | PC | GENERAL SUPPORT | $100 |
| YOU CAN VOTE | |||||||
| 2726 CROASDAILE DR SUITE 201 | DURHAM | NC | 27705 | N/A | PC | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,099 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,241 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,390 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $468 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $232,099 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $232,099 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $4,134 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,134 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CABALETTA BIO INC | $36,564 | $109,500 |
| MAINZ BIOMED N V USD | $35,421 | $11,200 |
| NEXTERA ENERGY INC | $1,617,600 | $1,605,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $160 | $0 | $160 |
| REGISTERED AGENT FEES | $184 | $0 | $184 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REFUND | Desc |
| Revenue And Expenses Per Books | $468 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $468 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $18,486 | $0 | $0 |
| FOREIGN TAX PAID | $1,702 | $1,702 | $0 |