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MEYER AND DEANNE SHARLIN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MEYER AND DEANNE SHARLIN FOUNDATION (EIN 92-3830845)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-21
IRS object ID
202602029349100210
Schema version
2025v4.2
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)
Return2026-07-21T10:25:08-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 BETHESDA METRO CENTER SUITE 910AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN923830845EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEYER AND DEANNE SHARLIN FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARC FEINBERGBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMEYEBusinessNameControlTxt
Phone3019511500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVENUE 775NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143376ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARC FEINBERGPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9019511500PhoneNum
Signature2026-07-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA ADAMSPreparerPersonNm
PTINP00748038PTIN
Phone3016549000PhoneNum
Preparation2026-07-20PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,289,743FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,764,955ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$209,799DividendsRevAndExpnssAmt
Dividends Net Invst Incm$209,799DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,191,504NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,046,931GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,191,504CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,166,258TotalRevAndExpnssAmt
Total Net Invst Incm$1,401,303TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$150,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$75,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$75,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,553AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$15,553AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$43,494OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,494OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$62,114TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$626OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$626OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$271,787TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$118,494TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$91,179TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,143,833ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,143,833ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,415,620TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$118,494TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,235,012TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,249,362ExcessRevenueOverExpensesAmt
Net Investment Income$1,282,809NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$868,867CashBOYAmt
Cash EOY$148,929CashEOYAmt
Cash EOYFMV$148,929CashEOYFMVAmt
Sav And Temp Cash Invst BOY$734,607SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,056,507SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,056,507SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$4,940,984USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,011,386CorporateStockBOYAmt
Corporate Stock EOY$1,757,223CorporateStockEOYAmt
Corporate Stock EOYFMV$5,033,399CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$50,880CorporateBondsEOYAmt
Corporate Bonds EOYFMV$50,908CorporateBondsEOYFMVAmt
Total Assets BOY$8,555,844TotalAssetsBOYAmt
Total Assets EOY$3,013,539TotalAssetsEOYAmt
Total Assets EOYFMV$6,289,743TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,555,844RetainedEarningBOYAmt
Retained Earning EOY$3,013,539RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,555,844TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,013,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,555,844TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,013,539TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,555,844TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,249,362ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,306,482SubtotalAmt
Other Decreases$292,943OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,013,539TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$7,046,931GrossSalesPriceAmt
Cost Or Other Basis$5,855,427CostOrOtherBasisAmt
Gain Or Loss$1,191,504GainOrLossAmt
Gains Minus Excess Or Losses$1,191,504GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,191,504CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,831InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,831SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,831TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,169OverpaymentAmt
Applied To ES Tax$10,169AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARC FEINBERGIndividualWithBooksNm
Phone3018511500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVENUE SUITE 775NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARC FEINBERG ESQUIRE
4550 MONTGOMERY AVENUE SUITE 775NBETHESDAMD20814DIRECTOR2.00$50,000$0$0
DAVID SAPERSTEIN
4550 MONTGOMERY AVENUE SUITE 775NBETHESDAMD20814DIRECTOR2.00$50,000$0$0
RABBI JACK MOLINE
4550 MONTGOMERY AVENUE SUITE 775NBETHESDAMD20814DIRECTOR2.00$50,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,305,790AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$923,243AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,229,033TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,229,033AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$123,435CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,105,598NetVlNoncharitableAssetsAmt
Minimum Investment Return$405,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$405,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,831TaxBasedOnInvestmentIncomeAmt
Total Tax$17,831TotalTaxAmt
Distributable Before Adj$387,449DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$387,449DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$387,449DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,235,012ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,235,012QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$387,449DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$5,719,647ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,655,871ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,375,518TotalExcessDistributionCyovAmt
Qualifying Distributions$8,235,012QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$387,449AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,847,563RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$20,223,081TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,223,081ExcessDistriCyovToNextYrAmt
Excess From Year2$5,719,647ExcessFromYear2Amt
Excess From Year1$6,655,871ExcessFromYear1Amt
Excess From Current Year$7,847,563ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
A WIDER CIRCLE
9159 BROOKVILLE ROADSILVER SPRINGMD20910N/APCGENERAL SUPPORT$20,000
ADATH ISRAEL CAPITAL FUND
1958 LAWRENCEVILLE ROADLAWRENCEVILLENJ08648N/APCGENERAL SUPPORT$10,000
AGUDAS ACHIM PRESCHOOL (VA)
1109 CRESTWOOD DRIVEALEXANDRIAVA22302N/APCGENERAL SUPPORT$15,000
AMERICA GIVES INC
228 PARK AVENUE SNEW YORKNY100031502N/APCKIBBUTZ NAHAL OZ$500,000
AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATION
244 MADISON AVENUE SUITE 482NEW YORKNY10016N/APCGENERAL SUPPORT$2,500
AMERICAN FRIENDS OF THE PARENT CIRCLE - FAMILIES FORUM
2248 BROADWAY 1531NEW YORKNY10024N/APCGENERAL SUPPORT$10,000
AMERICAN JEWISH ARCHIVES
3101 CLIFTON AVENUECINCINNATIOH45220N/APCRABBI SCHINDLER LEGACY PROJECT$25,000
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
1310 L STREET NWWASHINGTONDC20005N/APCGENERAL SUPPORT$100,000
AVALON THEATRE PROJECT INC
5612 CONNECTICUT AVENUE NWWASHINGTONDC20015N/APCGENERAL SUPPORT$2,000
BETTER OUTCOMES LIVING DIVERSELY INC
2595 INTERSTATE DRIVE SUITE 104HARRISBURGPA171109378N/APCGENERAL SUPPORT$10,000
CALIFORNIA INTERFAITH POWER & LIGHT
685 14TH STREETOAKLANDCA94612N/APCGENERAL SUPPORT$10,000
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017N/APCGENERAL SUPPORT$50,000
CENTER FOR BLACK EXCELLENCE AND CULTURE
PO BOX 259042MADISONWI537249042N/APCGENERAL SUPPORT$5,000
CENTER FOR CREATIVE CHANGE(MOMENT MAGAZINE)
4115 WISCONSIN AVENUE NWWASHINGTONDC20016N/APCMOMENT MAGAZINE$35,000
CENTRAL CONFERENCE OF AMERICAN RABBIS
355 LEXINGTON AVENUE 8TH FLOORNEW YORKNY10017N/APCGENERAL SUPPORT$50,000
CHICAGO JEWISH DAY SCHOOL
3730 N CALIFORNIA AVENUECHICAGOIL60618N/APCGENERAL SUPPORT$112,500
COLLEGE BOUND
128 M STREET NW SUITE 220WASHINGTONDC20001N/APCSUPPORT FOR SCHOLARSHIPS$100,000
COMMUNITY OF HOPE
4 ATLANTIC STREET SWWASHINGTONDC20032N/APCGENERAL SUPPORT$20,000
DANIEL'S TABLE INC
56 PARK STREETFRAMINGHAMMA01702N/APCGENERAL SUPPORT$20,000
DAYENU SHELTERS AMERICA
10275 HOLE AVENUE 7815RIVERSIDECA92513N/APCGENERAL SUPPORT$25,000
DC CENTRAL KITCHEN
2121 1ST STREET SWWASHINGTONDC20024N/APCGENERAL SUPPORT$230,000
DC YOUTH ORCHESTRA
PO BOX 56417WASHINGTONDC20040N/APCGENERAL SUPPORT$100,000
DISTRICT OF COLUMBIA PUBLIC LIBRARY FOUNDATION INC
PO BOX 66012WASHINGTONDC20035N/APCGENERAL SUPPORT$1,000
FEDERATION OF JEWISH MEN'S CLUBS
300 EAST LOMBARD STREET SUITE 840BALTIMOREMD21202N/APCGENERAL SUPPORT$10,000
FEEDING AMERICA
161 NORTH CLARK STREET 700CHICAGOIL60601N/APCGENERAL SUPPORT$40,000
FRIDAY MORNING MUSIC CLUB
755 8TH STREET NWWASHINGTONDC20001N/APCGENERAL SUPPORT$5,000
FRIENDS OF DANIEL CENTERS FOR PROGRESSIVE JUDAISM
5360 WISCONSIN AVENUE APARTMENTCHEVY CHASEMD20815N/APCGENERAL SUPPORT$5,0001601
FRIENDS OF GUEST HOUSE
ONE EAST LURAY AVENUEALEXANDRIAVA22301N/APCGENERAL SUPPORT$100,000
FUND FOR INVESTIGATIVE JOURNALISM
PO BOX 1205NEW YORKNY10113N/APCGENERAL SUPPORT$25,000
GIMMEL FOUNDATION
10 W 86TH STREETNEW YORKNY10024N/APCGENERAL SUPPORT$2,500
GIRLS FOR A CHANGE
100 BUFORD ROADRICHMONDVA23235N/APCGENERAL SUPPORT$10,000
GIVEDIRECTLY INC
PO BOX 3221NEW YORKNY10008N/APCGENERAL SUPPORT$10,000
GRACE EPISCOPAL FOOD PANTRY
41 BOWMAN STREETMANSFIELDOH44903N/APCGENERAL SUPPORT$62,500
GROWING HOPE GLOBALLY
4479 CENTRAL AVEWESTERN SPRINGSIL605581715N/APCGENERAL SUPPORT$10,000
HABITAT PENINSULA
PO BOX 1443NEWPORT NEWSVA23601N/APCGENERAL SUPPORT$100,000
HEBREW FREE LOAN SOCIETY OF GREATER WASHINGTON
PO BOX 2752SILVER SPRINGMD20915N/APCGENERAL SUPPORT$100,000
HEBREW UNION COLLEGE- JEWISH INSTITUTE OF RELIGION (HUC-JIR)
3101 CLIFTON AVENUECINCINNATIOH45220N/APCGENERAL SUPPORT$75,000
HENDEL CENTER CO JEWISH THEOLOGICAL SEMINARY
3080 BROADWAYNEW YORKNY10027N/APCGENERAL SUPPORT$320,000
HIAS
PO BOX 97077WASHINGTONDC200907077N/APCGENERAL SUPPORT$15,000
HIDDUSH
PO BOX 316 8 BAYBERRY HILLROXBURYCT06783N/APCGENERAL SUPPORT$60,000
HOME WORKS - THVP
5501 DELMAR BLVD A530ST LOUISMO63112N/APCGENERAL SUPPORT$10,000
HUNTINGTON FOUNDATION FORDEVELOPMENTAL DISABILITIES INC
1884 DECCA LNCHARLOTTESVLEVA229019490N/APCGENERAL SUPPORT$2,000
INDEPENDENT ARTS & MEDIA
PO BOX 420442SAN FRANCISCOCA94142N/APCGENERAL SUPPORT$25,000
INSTITUTE FOR NONPROFIT NEWS
8549 WILSHIRE BOULEVARDBEVERLY HILLSCA902113104N/APCSUPPORT AN ARM AND A LEG$25,000
INTERFAITH ALLIANCE FOUNDATION
110 MARYLAND AVENUE NE SUITE 509WASHINGTONDC20002N/APCGENERAL SUPPORT$250,000
INTERFAITH WORK
981 ROLLINS AVENUE SECOND FLOORROCKVILLEMD20852N/APCGENERAL SUPPORT$20,000
J STREET
PO BOX 66073WASHINGTONDC20035N/APCGENERAL SUPPORT$20,000
JS BRYANT SCHOOL
254 LAFLASH ROADWINDSORMA01270N/APCGENERAL SUPPORT$63,500
JEWISH BRAILLE INSTITUTE
110 EAST 30TH STREETNEW YORKNY10016N/APCGENERAL SUPPORT$25,000
JEWISH CENTER FOR JUSTICE
11960 SUNSET BLVDLOS ANGELESCA90049N/APCGENERAL SUPPORT$1,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004N/APCGENERAL SUPPORT$25,000
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BOULEVARD SUITE 100NORTH BETHESDAMD20852N/APCGENERAL SUPPORT$30,000
JEWISH ORTHODOX FEMINIST ALLIANCE
PO BOX 2044SILVER SPRINGMD20915N/APCGENERAL SUPPORT$30,000
JEWISH SOCIAL SERVICE AGENCY (JSSA)
200 WOOD HILL ROADROCKVILLEMD20850N/APCGENERAL SUPPORT$100,000
JOHN D VOELKER FOUNDATION
812 N FRONT STREETMARQUETTEMI49855N/APCGENERAL SUPPORT$5,000
LEARNSERVE INTERNATIONAL
PO BOX 42182WASHINGTONDC20015N/APCGENERAL SUPPORT$5,000
MAESTRO GAMES SPC
8581 SANTA MONICA BOULEVARD 715WEST HOLLYWOODCA90069N/ANCEXPENDITURE RESPONSIBILITY GRANT$20,000
MAKOM COMMUNITY
1500 E JEFFERSON STREETROCKVILLEMD20850N/APCGENERAL SUPPORT$20,000
MANNA FOOD CENTER
12301 OLD COLUMBIA PIKE SUITE 200SILVER SPRINGMD20904N/APCGENERAL SUPPORT$50,000
MARTHA'S VINEYARD MUSEUM
151 LAGOON POND ROADVINEYARD HAVENMA02568N/APCGENERAL SUPPORT$10,000
MASORTI FOUNDATION FOR CONSERVATIVE JUDAISM IN ISRAEL
3080 BROADWAYNEW YORKNY100274650N/APCGENERAL SUPPORT$300,000
MASORTI OLAMI
N/APCGENERAL SUPPORT$25,00032 GENERAL PIERRE KOENIG4TH FLOORJERUSALEMIS93469
MISSION EDGE SAN DIEGO
2820 ROOSEVELT ROAD SUITE 104SAN DIEGOCA92106N/APCGENERAL SUPPORT$3,000
MULTI-FAITH NEIGHBORS NETWORK
1870 RUFE SNOW DRIVEKELLERTX76248N/APCGENERAL SUPPORT$50,000
N STREET VILLAGE
1333 N STREET NWWASHINGTONDC20005N/APCGENERAL SUPPORT$20,000
NA'AMAT USA THE WOMEN'S LABOR ZIONIST
6505 WILSHIRE BLVD SUITE 635LOS ANGELESCA90048N/APCGENERAL SUPPORT$33,333
NATIONAL COUNCIL OF JEWISH WOMEN
2055 L STREET NWWASHINGTONDC20036N/APCGENERAL SUPPORT$100,000
NATIONAL LOW INCOME HOUSING COALITION
1000 VERMONT AVENUE NW SUITE 500WASHINGTONDC20005N/APCGENERAL SUPPORT$20,000
NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES
1725 EYE STREET NW 950WASHINGTONDC20006N/APCGENERAL SUPPORT$10,000
NATIONAL RELIGIOUS CAMPAIGN AGAINST TORTURE
PO BOX 91820WASHINGTONDC20090N/APCSHOULDER TO SHOULDER CAMPAIGN$10,000
NEW ISRAEL FUND
PO BOX 70358PHILADELPHIAPA191760358N/APCGENERAL SUPPORT$182,500
OPERATION UNDERSTANDING
1412 GERANIUM STREET NWWASHINGTONDC20012N/APCGENERAL SUPPORT$200,000
PEF ISRAEL ENDOWMENT FUND
630 THIRD AVENUE ROOM 1500NEW YORKNE10017N/APCCENTER FOR MEDIA AND DEMOCRACY SHOM, HEN HANEGEV/KIBBUTZ KFAR AZZA, ASSOCIATION FOR CIVIL RIGHTS IN ISRAEL$75,000
PENCIL INC
30 WEST 26TH STREET 4TH FLOORNEW YORKNY10010N/APCGENERAL SUPPORT$10,000
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH STREET NW SUITE 600WASHINGTONDC20005N/APCGENERAL SUPPORT$75,000
PICKLES GROUP
120 MEADOW LANEWINNETKAIL60093N/APCGENERAL SUPPORT$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC200907166N/APCGENERAL SUPPORT$20,000
PRESSMAN ACADEMY
1055 S LA CIENEGA BOULEVARDLOS ANGELESCA90035N/APCGENERAL SUPPORT$25,000
PUBLIC ART FUND INC
ONE EAST 53RD STREET 12 FLOORNEW YORKNY10022N/APCGENERAL SUPPORT$50,000
RABBINICAL ASSEMBLY
3080 BROADWAYNEW YORKNY10027N/APCSUPPORT ESTABLISHMENT OF AN AMERICAN PUBLIC POLICY ADVOCACY CENTER FOR THE CONSERVATIVE/MASORTI MOVEMENT AND GENERAL SUPPORT$800,000
REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
1156 15TH STREET NW 1020WASHINGTONDC20005N/APCGENERAL SUPPORT$20,000
RIP MEDICAL DEBT
28-07 JACKSON AVENUE 5TH FLOORLONG ISLAND CITYNY11101N/APCGENERAL SUPPORT$5,000
ROSENWALD PARK CAMPAIGN
19 MAPLEWOOD PARK COURTVBETHESDAMD20814N/APCGENERAL SUPPORT$4,000
SAVE A CHILD'S HEART
PO BOX 59172POTOMACMD208599172N/APCGENERAL SUPPORT$600,000
SCHOOL TALK INC
1301 CONNECTICUT AVE NW 350WASHINGTONDC20036N/APCGENERAL SUPPORT$15,000
SOME (SO OTHERS MAY EAT)
71 O STREET NWWASHINGTONDC20001N/APCGENERAL SUPPORT$20,000
STONE AND HOLT WEEKS FOUNDATION
PO BOX 49010BALTIMOREMD212974910N/APCGENERAL SUPPORT$2,000
STRANGER'S GUIDE INC
PO BOX 15007AUSTINTX78761N/APCGENERAL SUPPORT$7,000
SUTTON PLACE SYNAGOGUE
225 EAST 51 STREETNEW YORKNY10022N/APCGENERAL SUPPORT$65,000
SYLVIA'S SISTERS
13107 WHEATLEY COURTMIDLOTHIANVA23113N/APCGENERAL SUPPORT$45,000
TELL EVERY AMAZING LADY ABOUT OVARIAN CANCER
533 16TH STREETBROOKLYNNY11215N/APCGENERAL SUPPORT$10,000
TEMPLE AM ECHAD
1 SAPERSTEIN PLAZALYNBROOKNY11563N/APCGENERAL SUPPORT$10,000
TEMPLE BETH EL
3330 GROVE AVENUERICHMONDVA23211N/APCGENERAL SUPPORT$75,000
TEMPLE BETH OR
24111 BEESON PLACEEDMONDSWA98026N/APCGENERAL SUPPORT$167,000
TEMPLE SHALOM
8401 GRUBB ROADCHEVY CHASEDC20815N/APCCAPITAL CAMPAIGN AND RABBI KAHN MITZVAH FUND$100,000
TEMPLE SINAI
3100 MILITARY ROADWASHINGTONDC20015N/APCCAPITAL CAMPAIGN$50,000
THE CIESLA FOUNDATION
5005 LINNEAN AVENUE NWWASHINGTONDC20008N/APCGENERAL SUPPORT$2,000
THE DOROTHY AND MYRE S KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY
5110 DENSMORE AVENUEENCINOCA91436N/APCGENERAL SUPPORT$50,000
THE JONAH MACCABEE FOUNDATION
25 OAK STREETARDSLEYNY10502N/APCGENERAL SUPPORT$2,000
THE KATHY WILSON FOUNDATION (ACT FOR ALEXANDRIA)
429 NORTH SAINT ASAPH STREETALEXANDRIAVA22314N/APCGENERAL SUPPORT$10,000
THE LEADERSHIP CONFERENCE EDUCATION FUND INC
1620 L STREET NW 1100WASHINGTONDC20036N/APCGENERAL SUPPORT$15,000
THE RED TENT FUND
2020 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20006N/APCGENERAL SUPPORT$5,000264
THE SENTRYORG INC
1629 K STREET NW 300WASHINGTONDC20006N/APCGENERAL SUPPORT$2,000
THE TALI FUND INC
464 TAYLOR DRIVEOCEANSIDECA92056N/APCGENERAL SUPPORT$2,000
TRANSGENDER LAW CENTER
PO BOX 70976OAKLANDCA94612N/APCGENERAL SUPPORT$10,000
T'RUAH
266 WEST 37TH STREET SUITE 803NEW YORKNY10018N/APCGENERAL SUPPORT$5,000
TRUCKERS AGAINST TRAFFICKING
PO BOX 816ENGLEWOODCO80151N/APCGENERAL SUPPORT$10,000
UNION FOR REFORM JUDAISM
633 3RD AVENUENEW YORKNY10017N/APCSUPPORT FOR URJ, RAC, RAC SHER FELLOWSHIP, AND IMPJ$1,350,000
URI L'TZEDEK
7580 E GRAY ROAD SUITE 102SCOTTSDALEAZ85260N/APCGENERAL SUPPORT$72,500
WAADOOKODAADING
8575 W TREPANIA ROADHAYWARDWI54843N/APCGENERAL SUPPORT$15,000
WASHINGTON HEBREW CONGREGATION
3935 MACOMB STREET NWWASHINGTONDC20016N/APCGENERAL SUPPORT$20,000
WASHINGTON STATE LACTATION COLLABORATIVE
24111 BEESON PLACEEDMONDSWA98026N/APCGENERAL SUPPORT$20,000
WEINSTEIN JEWISH COMMUNITY CENTER
5403 MONUMENT AVENUERICHMONDVA23226N/APCGENERAL SUPPORT$100,000
WOMEN OF REFORM JUDAISM
633 3RD AVENUENEW YORKNY10017N/APCGENERAL SUPPORT$20,000
WOMEN'S LEAGUE FOR CONSERVATIVE JUDAISM
520 8TH AVENUE 4TH FLOORNEW YORKNY10018N/APCGENERAL SUPPORT$10,000
WORLD COUNCIL FOR SYNAGOGUES
3080 BROADWAYNEW YORKNY100274650N/APCGENERAL SUPPORT$50,000
WORLD UNION FOR PROGRESSIVE JUDAISM
1 WEST 4TH STREET SUITE 517ANEW YORKNY10012N/APCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,143,833TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$209,799ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,191,504ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,401,303ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,401,303TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF DEANNA SHARLINBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVENUE SUITE 775NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,764,955TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$504,085FairMarketValueAmt
Received2025-06-06ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATION AND TAX COMPLIANCECategoryTxt
Amt$15,553Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,553DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE PART XIV LINE 3A FOR DETAILED LISTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVENUE STE 775NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143376ZIPCd
FieldValueIRS element (for citing)
Short ExplanationCASH GRANTSShortExplanationTxt
Dissolution$8,143,833DissolutionAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAESTRO GAMES SPCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18581 SANTA MONICA BOULEVARD 715AddressLine1Txt
CityWEST HOLLYWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90069ZIPCd
FieldValueIRS element (for citing)
Grant2025-08-01GrantDt
Grant$20,000GrantAmt
Purpose Of GrantSUPPORT PROGRAMS THAT PROVIDE A NON-PHARMACEUTICAL ALTERNATIVE TO BUILD AND MAINTAIN MENTAL RESILIENCY FOR FIRST RESPONDERS, MILITARY, HEALTHCARE PERSONNEL AND THEIR FAMILIES WHO ARE SUSCEPTIBLE TO POST TRAUMATIC STRESS, MORAL INJURY, DEPRESSION, SUBSTANCE ABUSE, AND OTHER FORMS OF DISTRESS BECAUSE OF THE DEMANDS PLACED UPON THEM.PurposeOfGrantTxt
Expended By Grantee$0ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Results Of VerificationTHE GRANTEE'S REPORT HAS NOT YET BEEN RECEIVED AS OF THE FILING DATE AND IS EXPECTED IN A SUBSEQUENT PERIOD; THEREFORE, NO VERIFICATION HAS BEEN PERFORMED.ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PURETO RICO PUB FIN CORP PREFEREFUND-COMWLTH-E-AGC-ICC 6.000% 08/01/26$5,088$5,091
PURETO RICO PUB FIN CORP REFUNDED-COMWLTH-E-AGC-ICC 6.000% 08/01/26$45,792$45,817

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO COM$11,550$88,055
AIR PRODUCTS & CHEMICALS INC$69,121$67,189
ALPHABET INC CL A$79,660$438,200
AMAZON.COM INC$61,216$92,328
AUTOMATIC DATA PROCESSING INC$17,499$113,181
BOEING CO$52,272$162,840
BRISTOL-MYERS SQUIBB CO$31,386$75,516
BROADCOM INC COM$39,177$311,490
BROWN-FORMAN CORP CL B$27,060$52,120
CATERPILLAR INC$18,186$171,861
CONOCOPHILLIPS$32,926$81,628
CORTEVA INC COM$29,504$113,951
DISNEY WALT CO COM$86,802$68,262
DOW INC COM$41,441$35,070
DUPONT DE NEMOURS INC COM$6,106$20,100
ELANCO ANIMAL HEAL TH INC COM$35,709$132,725
EQUINIX INC$67,494$76,616
HERSHEY CO$71,862$145,584
INTELCORP$61,446$110,700
INTERNATIONAL BUSINESS MACHS COM$13,072$130,332
JOHNSON & JOHNSON$12,100$206,950
JPMORGAN CHASE & CO$7,746$96,666
LOCKHEED MARTIN CORP$69,668$96,734
MASTERCARD INC CL A$97,286$216,364
MCDONALDS CORP$2,536$103,914
MERCK & CO INC$55,259$165,574
MICROSOFT CORP COM$19,306$386,896
NIKE INC CL B COM$64,285$31,855
NVIDIA CORP$35,900$373,000
ORGANON & CO$71,880$17,208
PACCAR INC$47,190$95,931
PALO AL TO NETWORKS INC$38,196$125,256
PAYPAL HOLDINGS INC$48,978$40,866
PFIZER INC COM$7,987$50,995
PROCTER & GAMBLE CO$5,364$64,490
QNITY ELECTRONICS ORD$8,750$20,413
RINGCENTRAL INC CLASS A$8,550$8,664
RTX CORPORATION COM$8,400$91,700
SALESFORCE INC COM$64,776$79,473
SERVICENOW INC$55,014$91,914
SOL VENTUM CORP COM SHS$2,751$13,788
T ROWE PRICE GROUP INC$44,528$40,952
THERMO FISHER SCIENTIFIC INC COM$67,857$86,918
VIATRIS INC COM$439$3,162
ZIMMER BIOMET HOLDINGS INC$58,988$35,968

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION MADE GRANTS IN EXCESS OF 25% OF ITS ASSETS DURING THE YEAR. THE FOUNDATION PLANS TO MAKE GRANTS SUFFICIENT TO DISTRIBUTE ALL OF ITS ASSETS WITHIN THE NEXT FIVE TO SIX YEARS.ExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO REFLECT DONATED SECURITIES AT COST BASISDesc
Amt$292,943Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$476$0$476
BANK CHARGES$150$0$150

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$43,494Amt
Net Investment Income$43,494NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$62,114Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt