HOWARD AND GERALDINE POLINGER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND GERALDINE POLINGER FOUNDATION INC (EIN 52-6078041)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-21
- IRS object ID
- 202511119349100656
- Schema version
- 2023v6.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-21T11:44:58-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526078041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD AND GERALDINE POLINGER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2028886833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW 450 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MARC POLINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2028886833 | PhoneNum |
| Signature | 2025-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $132,724,156 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,497,320 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,762,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,762,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,129,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,959,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,129,067 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $816 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,389,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,891,803 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $228,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $228,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $236,845 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $236,845 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,863 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,863 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,897 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,771 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $59,126 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $523,478 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $477,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,978 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16,006 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16,006 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,371 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $69,001 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $69,001 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,518 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,518 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $298,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $252,616 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,658 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,619,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $798,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $777,739 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,666,411 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,666,411 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,286,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $798,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,444,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,103,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,093,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,379,979 | CashBOYAmt |
| Cash EOY | $2,877,403 | CashEOYAmt |
| Cash EOYFMV | $2,877,403 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,828,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,860,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,860,544 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $10,150,293 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $8,667,451 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $8,667,451 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $5,659,387 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,162,291 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,162,291 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,686,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,623,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,623,645 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $758,054 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,157,075 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,157,075 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $80,098,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,370,218 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,370,218 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,529 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,529 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,529 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $119,567,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,724,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,724,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $119,567,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | $132,724,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,567,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,724,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,567,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,724,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,567,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,103,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,087,482 | OtherIncreasesAmt |
| Subtotal | $132,758,659 | SubtotalAmt |
| Other Decreases | $34,503 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,724,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,932,264 | $7,830,122 | $2,102,142 | $2,102,142 | |
| REALIZED GAINS FROM K-1 PASS THROUGHS | $26,925 | $26,925 | $26,925 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,129,067 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,900 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,900 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,682 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $98,682 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,782 | OverpaymentAmt |
| Applied To ES Tax | $41,782 | 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 | POLINGERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIWI PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028886833 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 WEST 35TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| LORRE BETH POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ARNOLD LEE POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID MARC POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | TREASURER | 1.00 | $0 | $0 | $0 |
| ERICA PRESSMAN | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | SECRETARY/CEO | 40.00 | $228,750 | $6,862 | $0 |
| MOLLIE BARNATHAN | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAN POLINGER CHAVIS | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLIE POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BECKY POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIRIAM NSIMBI | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JULIA LIPTON | ||||||||
| 1301 CONNECTICUT AVE NWNO 450 | WASHINGTON | DC | 20036 | PROGRAM OFFICER | 40.00 | $127,628 | $3,829 | $0 |
| ELIZABETH HECKER | ||||||||
| 1301 CONNECTICUT AVE NWNO 450 | WASHINGTON | DC | 20036 | DIRECTOR OF KNOWLEDG | 40.00 | $95,656 | $8,626 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PATHSTONE | |||||
| 10 STERLING BLVD SUITE 402 | ENGLEWOOD | NJ | 07631 | INVESTMENT FEES | $279,854 |
| JP MORGAN PRIVATE BANK | |||||
| 875 15TH ST NW | WASHINGTON | DC | 20005 | INVESTMENT FEES | $104,636 |
| STANLEY LAMAN GROUP LTD | |||||
| 2413 1235 WESTLAKE DRIVE 295 | BERWYN | PA | 19312 | INVESTMENT FEES | $72,662 |
| ARABELLA ADVISORS LLC | |||||
| 1828 L ST NW SUITE 300 | WASHINGTON | DC | 20036 | FINANCIAL OPERATIONS | $66,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $112,841,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,985,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,672,980 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,500,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,500,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,867,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,633,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,131,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,131,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,900 | TotalTaxAmt |
| Distributable Before Adj | $6,074,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,074,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,074,755 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,444,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,444,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,074,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,908,096 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,444,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,908,096 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,536,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $1,538,701 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350 ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | N/A | PC | GENERAL OPERATING SUPPORT | $30,053 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| PO BOX 96503 PMB 85739 | WASHINGTON | DC | 200906503 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | UKRAINE PROGRAM | $1,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | SECOND CENTURY CAMPAIGN | $333,334 | |
| AMERICAN UNIVERSITY | ||||||||
| PO BOX 98101 | WASHINGTON | DC | 200908101 | N/A | PC | WAMU | $2,500 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | GENERAL OPERATING SUPPORT | $26,800 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | WASHINGTON, DC REGIONAL OFFICE | $85,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | REACHING RURAL SCHOOLS WITH EFFECTIVE ANTIBIAS EDUCATION | $100,000 | |
| ATLAS PERFORMING ARTS CENTER | ||||||||
| 1333 H ST NE | WASHINGTON | DC | 20002 | N/A | PC | INTERSECTIONS FESTIVAL 2023 | $10,000 | |
| BENDER JCC OF GREATER WASHINGTON | ||||||||
| THE CHARLES E AND LEAH M SMITH | ROCKVILLE | MD | 20852 | N/A | PC | GERRY AND HOWARD POLINGER CONCERT FUND | $5,000 | BUILDING 6125 MONTROSE RD |
| BENDER JCC OF GREATER WASHINGTON | ||||||||
| THE CHARLES E AND LEAH M SMITH | ROCKVILLE | MD | 20852 | N/A | PC | KREEGER AUDITORIUM FOYER UPGRADES | $15,000 | BUILDING 6125 MONTROSE RD |
| BNAI BRITH YOUTH ORGANIZATION INC | ||||||||
| 529 14TH ST NW STE 705 | WASHINGTON | DC | 20045 | N/A | PC | BBYO ON DEMAND | $35,000 | |
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | ARTS4ALL | $65,000 | |
| BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE INC | ||||||||
| 3645 MARKETPLACE BLVD STE 130-209 | EAST POINT | GA | 30344 | N/A | PC | GENERAL OPERATING SUPPORT | $8,245 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 200102916 | N/A | PC | EARLY CHILDHOOD MENTAL HEALTH IN PRIMARY CARE | $480,000 | |
| CHILDRENS LAW CENTER INCORPORATED | ||||||||
| 501 3RD ST NW 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | EARLY CHILDHOOD BEHAVIORAL HEALTH SERVICES | $100,000 | |
| COLOR OF CHANGE EDUCATION FUND INC | ||||||||
| 1714 FRANKLIN ST STE 100 136 | OAKLAND | CA | 94612 | N/A | PC | ECONOMIC JUSTICE | $125,000 | |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC | ||||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CONGREGATION BNAI TZEDEK | ||||||||
| 10621 S GLEN RD | POTOMAC | MD | 20854 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DC ACTION FOR CHILDREN | ||||||||
| 1432 K ST NW STE 1050 | WASHINGTON | DC | 20005 | N/A | PC | HOME VISITING | $75,000 | |
| DC PUBLIC EDUCATION FUND | ||||||||
| 3407 14TH ST NW | WASHINGTON | DC | 20010 | N/A | PC | READY FOR PRE-K! | $50,000 | |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC INC | ||||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | JXJ FESTIVAL | $50,000 | |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC INC | ||||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | POLINGER ENDOWMENT | $71,079 | |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC INC | ||||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FACING HISTORY AND OURSELVES INC | ||||||||
| 89 SOUTH ST STE 401 | BOSTON | MA | 02111 | N/A | PC | THE NEW COMMUNITIES PROJECT | $50,000 | |
| FACING HISTORY AND OURSELVES INC | ||||||||
| 89 SOUTH ST STE 401 | BOSTON | MA | 02111 | N/A | PC | CONTEMPORARY ANTISEMITISM INITIATIVE | $50,000 | |
| THE FORWARD ASSOC INC | ||||||||
| 125 MAIDEN LN FL B | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $65 | |
| FOUNDATION TO COMBAT ANTI-SEMITISM INC | ||||||||
| PO BOX 18 | FOXBORO | MA | 02035 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FROM THE TOP INC | ||||||||
| 140 CLARENDON ST STE 301 | BOSTON | MA | 02116 | N/A | PC | CITIZEN MUSICIANS | $110,000 | |
| GLOBAL LYME ALLIANCE INC | ||||||||
| 1290 E MAIN ST 3RD FL | STAMFORD | CT | 06902 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC | ||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | CLASSICAL MUSIC PROGRAMMING | $2,500 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT ST STE 100 | AGAWAM | MA | 01001 | N/A | PC | PJ LIBRARY ALLIANCE'S WORK IN NORTH AMERICA | $300,000 | |
| HASBARA FELLOWSHIPS INC | ||||||||
| 315 W 36TH ST STE 5061 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HEBREW FREE LOAN ASSOCIATION OF DISTRICT OF COLUMBIA | ||||||||
| 10421 MOTOR CITY DR 342044 | BETHESDA | MD | 20817 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | CAMPUS CLIMATE INITIATIVE | $100,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | CAMPUS SECURITY & STRONG COMMUNITIES | $150,000 | |
| ICIVICS INC | ||||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | ICIVICS VISIONARY CAMPAIGN FOR 2024 AND BEYOND | $100,000 | |
| ISLAND HOUSING TRUST CORPORATION | ||||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ISRAEL EMERGENCY ALLIANCE | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 900341069 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | ||||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | N/A | PC | GENERAL OPERATING SUPPORT | $2,795 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER BOSTON | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA | ||||||||
| 1569 SOLANO AVE 204 | BERKELEY | CA | 94707 | N/A | PC | INSTITUTE FOR CURRICULUM SERVICES | $75,000 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 W 30TH ST | NEW YORK | NY | 10001 | N/A | PC | CANVAS | $200,000 | |
| JEWS UNITED FOR JUSTICE INC | ||||||||
| 1100 H STREET NW STE 630 | WASHINGTON | DC | 20005 | N/A | PC | ANTISEMITISM PLATFORM EXPANSION | $100,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | N/A | PC | TURNAROUND ARTS | $50,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | N/A | PC | GENERAL OPERATING | $10,000 | |
| LAB SCHOOL OF WASHINGTON | ||||||||
| 4759 RESERVOIR RD NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | ||||||||
| 1233 20TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | ||||||||
| 1233 20TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | 2024 ELECTION | $137,500 | |
| LEVINE MUSIC INC | ||||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | N/A | PC | EXPANDING ACCESS TO MUSIC IN SE | $40,000 | |
| MAINE PUBLIC HEALTH ASSOCIATION | ||||||||
| 122 STATE ST | AUGUSTA | ME | 04330 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MAMATOTO VILLAGE INC | ||||||||
| 311 47TH ST NE | WASHINGTON | DC | 20019 | N/A | PC | DEVELOPMENT OF THE MIDWIFERY SCHOOL | $80,000 | |
| MEDSTAR-GEORGETOWN MEDICAL CENTER INC | ||||||||
| 2115 WISCONSIN AVE NW STE 200 | WASHINGTON | DC | 20007 | N/A | PC | PROMISE: TEACHER TRAINING | $130,000 | |
| MIAMI CITY BALLET INC | ||||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MOISHE HOUSE | ||||||||
| 441 SAXONY RD BARN 2 | ENCINITAS | CA | 92024 | N/A | PC | INVESTING IN JEWISH LIFE AND DEVELOPING JEWISH LEADERS IN SMALLER COMMUNITIES VIA MHWOW | $150,000 | |
| MOUNT VERNON VIRTUOSI INC | ||||||||
| 1 RUBY FIELD CT | BALTIMORE | MD | 21209 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | ||||||||
| 1032 15TH ST NW STE 199 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW ISRAEL FUND | ||||||||
| 6 E 39TH ST STE 301 | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| PROJECT BREAD - THE WALK FOR HUNGER INC | ||||||||
| 145 BORDER ST | EAST BOSTON | MA | 02128 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REBOOT INC | ||||||||
| 44 W 28TH ST 8TH FL | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | ||||||||
| 1725 I ST NW STE 900 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $26,750 | |
| SHABBAT PROJECT INC | ||||||||
| 228 PARK AVE S STE 77191 | NEW YORK | NY | 10003 | N/A | PC | ONETABLE ACROSS AMERICA - SHABBAT DINNER FOR ALL | $175,000 | |
| SITAR ARTS CENTER | ||||||||
| 1700 KALORAMA RD NW STE 101 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SIXTH & I SYNAGOGUE INC | ||||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | N/A | PC | JEWISH LIFE PROGRAMMING | $75,000 | |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING SUPPORT | $43,750 | |
| STRATHMORE HALL FOUNDATION INC | ||||||||
| 5301 TUCKERMAN LN | NORTH BETHESDA | MD | 20852 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | ||||||||
| 6101 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | N/A | PC | GENERAL OPERATING SUPPORT | $325,000 | |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | ||||||||
| 6102 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | N/A | PC | ISRAEL CRISIS RELIEF FUND | $500,000 | |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | ||||||||
| 6103 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | N/A | PC | SECURITY ENHANCEMENTS | $150,000 | |
| THE POSSE FOUNDATION INC | ||||||||
| 1319 F ST NW STE 604 | WASHINGTON | DC | 20004 | N/A | PC | POSSE DC | $2,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 889389 | LOS ANGELES | CA | 900889389 | N/A | PC | MOVEMENT VOTER FUND OPERATING SUPPORT | $126,000 | |
| UNITED STATES HOLOCAUST MEMORIAL COUNCIL | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | BEYOND OUR WALLS: TRAVELING EXHIBITS | $25,000 | |
| WASHINGTON DRAMA SOCIETY INC | ||||||||
| 1101 SIXTH ST SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL OPERATING | $2,500 | |
| WASHINGTON HUMANE SOCIETY THE SOCIETY FOR THE PREVENTION OF | ||||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | N/A | PC | COMBAT CRUELTY | $2,000 | |
| WAY TO RISE | ||||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| WESTERN STATES CENTER INC | ||||||||
| 3519 NE 15TH AVE 117 | PORTLAND | OR | 97212 | N/A | PC | CONFRONTING WHITE NATIONALISM IN SCHOOLS - TOOLKIT EXPANSION | $100,000 | |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | ||||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | N/A | PC | GENERAL OPERATING SUPPORT | $540 | |
| ZAKA TEL AVIV INC | ||||||||
| 39 BRYANT DR | JACKSON TOWNSHIP | NJ | 08527 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,666,411 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | LEATID | $60,000 |
| CHINESE PROGRESSIVE ASSOCIATION | |||||||
| 1042 GRANT AVE 5TH FL | SAN FRANCISCO | CA | 94113 | N/A | PC | BLACK FUTURES LAB | $150,000 |
| TIDES FOUNDATION | |||||||
| 1401 K ST NW NO 350 | WASHINGTON | DC | 20005 | N/A | PC | A MORE PERFECT UNION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $285,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,762,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,129,067 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,892,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,892,619 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF GERALDINE POLINGER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 WISCONSIN AVENUE SUITE 1000 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,497,320 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL OPERATIONS | CategoryTxt |
| Amt | $81,897 | Amt |
| Net Investment Income | $22,771 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $59,126 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI-B, LINE 1A(2) AND LINE 1B | FormAndLineReferenceDesc |
| Medium Explanation | RECEIVABLES DUE FROM OFFICERS, DIRECTORS AND OTHER DISQUALIFIED PERSONS REPORTED IN PART II, LINE 6 QUALIFY UNDER THE ESTATE ADMINISTRATION EXCEPTION SET FORTH IN REGS. SEC. 53.4941(D)-1(B)(3). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS-PNC | $153,282 | $153,282 |
| JP MORGAN FIXED INCOME- #3006 | $1,003,793 | $1,003,793 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB MANAGED EQUITIES | $7,362,651 | $7,362,651 |
| JP MORGAN MANAGED EQUITIES- #9005 | $7,414,782 | $7,414,782 |
| JP MORGAN MANAGED EQUITIES- #7001 | $1,433,430 | $1,433,430 |
| JP MORGAN MANAGED EQUITIES- #7004 | $866,216 | $866,216 |
| JP MORGAN MANAGED EQUITIES- #2003 | $850,715 | $850,715 |
| JP MORGAN MANAGED EQUITIES- #5006 | $1,695,851 | $1,695,851 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,006,203 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,006,203 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,156,088 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,156,088 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COATUE CLIMATE TECH OFFSHORE FEEDER-JPM #2007 | FMV | $1,191,186 | $1,191,186 |
| ELEVAR EQUITY IV, LLP FUND-JPM #2007 | FMV | $2,142,260 | $2,142,260 |
| ELEVAR EQUITY V, LLP FUND-JPM #2008 | FMV | $469,063 | $469,063 |
| RRG SUSTAINABLE WATER IMPACT FUND-JPM #2007 | FMV | $2,166,002 | $2,166,002 |
| GLOBAL IMPACT FUND SICAV-RAIF-JPM #2007 | FMV | $910,029 | $910,029 |
| BAIN CAPITAL DOUBLE IMPACT FUND-JPM #2007 | FMV | $693,139 | $693,139 |
| STEWART GLOBAL SUSTAINABILITY F | FMV | $1,608,469 | $1,608,469 |
| ARCHEAN | FMV | $86,009 | $86,009 |
| ARCHEAN REVENUE SHARES | FMV | $114,759 | $114,759 |
| VERITABLE LPC PARTNERS LP | FMV | $246,957 | $246,957 |
| VITTORIA OFFSHORE | FMV | $6,367,723 | $6,367,723 |
| LONGPOND OFFSHORE LTD | FMV | $72,194 | $72,194 |
| VITTORIA OFFSHORE LTD | FMV | $4,302,105 | $4,302,105 |
| ANCHOR CAPITAL | FMV | $431,227 | $431,227 |
| ARCHEAN CAPITAL FUND | FMV | $128,955 | $128,955 |
| MUTUAL FUNDS ALTERNATIVES- PNC | FMV | $5,387,822 | $5,387,822 |
| SL INTERNATIONAL OPPORTUNITIES | FMV | $3,896,032 | $3,896,032 |
| EQUITIES MUTUAL FUNDS & ETFS-PNC | FMV | $51,295,987 | $51,295,987 |
| ALTERNATIVE STRATEGY FUNDS- PNC | FMV | $1,211,068 | $1,211,068 |
| SCHWAB- EQUITY FUND | FMV | $24,595 | $24,595 |
| FIXED INCOME MUTUAL FUNDS- PNC | FMV | $6,624,637 | $6,624,637 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $5,529 | BOYBookValueAmt |
| EOY Book Value | $5,529 | EOYBookValueAmt |
| EOYFMV | $5,529 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT FOR SECURITIES | Desc |
| Amt | $34,503 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $24,785 | $0 | $24,785 |
| INSURANCE | $7,100 | $0 | $7,100 |
| DUES AND SUBSCRIPTIONS | $5,000 | $0 | $5,000 |
| OTHER EXPENSES | $8,773 | $0 | $8,773 |
| PORTFOLIO EXPENSES FROM K-1 INVESTMENTS | $252,616 | $252,616 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $816 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $816 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM INVESTMENTS | Desc |
| Amt | $10,087,482 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $477,500 | $477,500 | $0 |
| STRATEGIC CONSULTING | $23,680 | $0 | $23,680 |
| LEGAL | $22,298 | $0 | $22,298 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp (14 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| AMY GANN POLINGER FAMILY TRUST | |||||||||
| $100,000 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| ARNOLD L POLINGER DESCENDANTS 2007 | |||||||||
| $426,400 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| ARNOLD L POLINGER DESCENDANTS 2007 | |||||||||
| $248,000 | $0 | 1929-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| MTW IRREVOCABLE TRUST | |||||||||
| $142,133 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| MTW IRREVOCABLE TRUST | |||||||||
| $82,667 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| STEVEN GANN POLINGER 1990 TRUST | |||||||||
| $163,200 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| STEVEN GANN POLINGER 1990 TRUST | |||||||||
| $124,000 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| BECKA CHERYL POLINGER 1990 TRUST | |||||||||
| $124,000 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| BECKA CHERYL POLINGER 1990 TRUST | |||||||||
| $163,200 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| JMW IRREVOCABLE TRUST | |||||||||
| $82,667 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| JMW IRREVOCABLE TRUST | |||||||||
| $142,133 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| MRW IRREVOCABLE TRUST | |||||||||
| $142,133 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| MRW IRREVOCABLE TRUST | |||||||||
| $82,667 | $0 | 2009-07 | 2024-06 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $0 |
| POLINGER FAMILY LLC | |||||||||
| $16,364,800 | $8,667,451 | 2009-07 | 2033-12 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST | 5.000000000000 | N/A | ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY | CASH | $16,364,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $29,371 | $29,371 | $0 |
| EXCISE TAXES | $43,739 | $0 | $0 |