HOWARD AND GERALDINE POLINGER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND GERALDINE POLINGER FOUNDATION INC (EIN 52-6078041)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-10
- IRS object ID
- 202431319349100243
- Schema version
- 2022v5.0
- 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
- 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 | 2024-05-10T12:32:52-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | MARC POLINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,567,391 | 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 | $2,711,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,711,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,387,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,826,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,608 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,063 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,375,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,757,149 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $215,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $215,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $209,107 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $209,107 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,352 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,352 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $92,733 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,183 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $69,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $608,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $559,559 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,850 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,725 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $64,130 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,130 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,849 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,849 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $381,956 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $338,195 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,761 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,724,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $971,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $710,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,989,313 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,989,313 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,713,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $971,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,699,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,337,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,785,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,473,579 | CashBOYAmt |
| Cash EOY | $1,379,979 | CashEOYAmt |
| Cash EOYFMV | $1,379,979 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,690,017 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,828,836 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,828,836 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $11,330,391 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $10,150,293 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $10,150,293 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $6,820,288 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,659,387 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,659,387 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,620,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,156,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,156,165 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,615,957 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $758,054 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $758,054 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,517,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,629,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,629,148 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,529 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,529 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,529 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $113,073,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,567,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,567,391 | 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 | $113,073,340 | RetainedEarningBOYAmt |
| Retained Earning EOY | $119,567,391 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,073,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,567,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,073,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $119,567,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,073,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,337,813 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,851,538 | OtherIncreasesAmt |
| Subtotal | $119,587,065 | SubtotalAmt |
| Other Decreases | $19,674 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $119,567,391 | 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 | $8,826,530 | $10,076,424 | -$1,249,894 | -$1,249,894 | |
| REALIZED LOSSES FROM K-I PASS THROUGHS | $137,293 | -$137,293 | -$137,293 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,387,187 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,818 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,818 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,818 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,682 | OverpaymentAmt |
| Applied To ES Tax | $22,682 | 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 | $215,000 | $6,450 | $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 | $122,451 | $3,552 | $0 |
| ELIZABETH HECKER | ||||||||
| 1301 CONNECTICUT AVE NWNO 450 | WASHINGTON | DC | 20036 | DIRECTOR OF KNOWLEDG | 40.00 | $82,161 | $7,825 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VERITABLE LP | |||||
| 220 FARM LN | DOYELSTWON | PA | 18901 | INVESTMENT FEES | $261,039 |
| JP MORGAN PRIVATE BANK | |||||
| 875 15TH ST NW | WASHINGTON | DC | 20005 | INVESTMENT FEES | $85,635 |
| STANLEY LAMAN GROUP LTD | |||||
| 2413 1235 WESTLAKE DRIVE 295 | BERWYN | PA | 19312 | INVESTMENT FEES | $57,058 |
| 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 | $103,523,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,057,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,155,822 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,737,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,737,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,721,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,015,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,650,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,650,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,818 | TotalTaxAmt |
| Distributable Before Adj | $5,625,982 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,625,982 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,625,982 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,699,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,699,912 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,625,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,982,026 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,699,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,982,026 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,717,886 | 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 | $1,908,096 | 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 (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | N/A | PC | GENERAL OPERATING SUPPORT | $45,500 | |
| TIDES FOUNDATION | ||||||||
| 1401 K ST NW NO 350 | WASHINGTON | DC | 20005 | N/A | PC | A MORE PERFECT UNION | $75,000 | |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | ||||||||
| 178 TREMONT ST BOSTON | BOSTON | MA | 02111 | N/A | PC | SUMMER WORKS PROGRAM | $2,500 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| PO BOX 96503 PMB 85739 | WASHINGTON | DC | 200906503 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | SECOND CENTURY CAMPAIGN | $333,333 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | LEATID | $60,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | UKRAINE PROGRAMMING | $3,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | ANTI-BIAS EDUCATION: REACHING RURAL SCHOOLS | $100,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | GENERAL OPERATING SUPPORT | $38,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | WASHINGTON, DC REGIONAL OFFICE | $35,000 | |
| ATLAS PERFORMING ARTS CENTER | ||||||||
| 1333 H ST NE | WASHINGTON | DC | 20002 | N/A | PC | INTERSECTIONS FESTIVAL | $40,000 | |
| BBYO | ||||||||
| 529 14TH ST NW STE 705 | WASHINGTON | DC | 20045 | N/A | PC | BBYO ON DEMAND | $70,000 | |
| BENDER JEWISH COMMUNITY CENTER 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 |
| CHINESE PROGRESSIVE ASSOCIATION | ||||||||
| 1042 GRANT AVE 5TH FL | SAN FRANCISCO | CA | 94133 | N/A | PC | BLACK FUTURES LABS | $2,500 | |
| BLACK VOTERS MATTER CAPACITY BLDG INTS | ||||||||
| 3645 MARKETPLACE BLVD SUITE 130-209 | EAST POINT | GA | 30344 | N/A | PC | GENERAL OPERATING SUPPORT | $41,516 | |
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | THEARC THEATER | $90,000 | |
| CAMERA | ||||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHILDREN'S LAW CENTER | ||||||||
| 501 3RD ST NW 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | ADVOCATING FOR HIGH-QUALITY, TIMELY, AND ACCESSIBLE EARLY CHILDHOOD BEHAVIORAL HEALTH SERVICES | $200,000 | |
| COLOR OF CHANGE | ||||||||
| 1714 FRANKLIN ST STE 100 136 | OAKLAND | CA | 94612 | N/A | PC | ECONOMIC JUSTICE SUPPORT | $75,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $25,250 | |
| CONGREGATION B'NAI TZEDEK | ||||||||
| 10621 S GLEN RD | POTOMAC | MD | 20854 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| D C WHEEL PRODUCTIONS INC DBA DANCE PLACE | ||||||||
| 3225 8TH ST NE | WASHINGTON | DC | 20017 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DC GREENS | ||||||||
| 2000 P ST NW 240 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| DC PUBLIC EDUCATION FUND | ||||||||
| 3407 14TH ST NW | WASHINGTON | DC | 20010 | N/A | PC | READY FOR PRE-K! | $100,000 | |
| EDLAVITCH DC JEWISH COMMUNITY CENTER | ||||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | 2023 JXJ FESTIVAL | $25,000 | |
| EDLAVITCH DC JEWISH COMMUNITY CENTER | ||||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | HOWARD AND GERALDINE POLINGER FAMILY FOUNDATION ENDOWMENT | $78,921 | |
| EDLAVITCH DC JEWISH COMMUNITY CENTER | ||||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| FACING HISTORY AND OURSELVES INC | ||||||||
| 89 SOUTH ST STE 401 | BOSTON | MA | 02111 | N/A | PC | CONTEMPORARY ANTISEMITISM INITIATIVE | $50,000 | |
| FROM THE TOP | ||||||||
| 140 CLARENDON ST STE 301 | BOSTON | MA | 02116 | N/A | PC | CITIZEN MUSICIANS | $90,000 | |
| GLOBAL LYME ALLIANCE | ||||||||
| 1290 EAST MAIN STREET 3RD FLOOR | STAMFORD | CT | 06902 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT ST STE 100 | AGAWAM | MA | 01001 | N/A | PC | PJ LIBRARY ALLIANCE | $200,000 | |
| HASBARA FELLOWSHIPS | ||||||||
| 315 W 36TH ST STE 5061 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| HEBREW FREE LOAN ASSOCIATION OF THE DISTRICT OF COLUMBIA | ||||||||
| 10421 MOTOR CITY DR 342044 | BETHESDA | MD | 20817 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HILLEL INTERNATIONAL | ||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | CAMPUS CLIMATE INITIATIVE | $200,000 | |
| HUMANE RESCUE ALLIANCE | ||||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | N/A | PC | COMBAT CRUELTY | $3,000 | |
| ICIVICS | ||||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | EDUCATING FOR AMERICAN DEMOCRACY | $100,000 | |
| ISLAND HOUSING TRUST | ||||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | ||||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | N/A | PC | GENERAL OPERATING SUPPORT | $5,500 | |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||
| 121 STEUART STREET STE 301 | SAN FRANCISCO | CA | 94105 | N/A | PC | INSTITUTE FOR CURRICULUM SERVICES - COMBATTING ANTISEMITISM IN ONLINE MATERIAL | $130,000 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||
| 6101 EXECUTIVE BLVD STE 100 | BETHESDA | MD | 20852 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 W 30TH ST | NEW YORK | NY | 10001 | N/A | PC | CANVAS | $150,000 | |
| JEWISH SOCIAL SERVICE AGENCY | ||||||||
| 200 WOOD HILL RD | ROCKVILLE | MD | 20850 | N/A | PC | GERI AND HOWARD POLINGER ADOLESCENT OUTREACH FUND | $95,000 | |
| JEWS UNITED FOR JUSTICE | ||||||||
| 1100 H STREET NW STE 630 | WASHINGTON | DC | 20005 | N/A | PC | COLLABORATIVE FOR JEWISH ORGANIZING: ANTISEMITISM PLATFORM EXPANSION | $100,000 | |
| JOHN F KENNEDY CENTER FOR PERFORMING ARTS | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | N/A | PC | TURNAROUND ARTS | $50,000 | |
| JOHN F KENNEDY CENTER FOR PERFORMING ARTS | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | ||||||||
| 1233 20TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LEVINE MUSIC INC | ||||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | N/A | PC | EXPANDING ACCESS TO MUSIC IN SE DC | $40,000 | |
| LILLIAN AND ALBERT SMALL CAPITAL JEWISH MUSEUM | ||||||||
| 575 3RD ST NW | WASHINGTON | DC | 20001 | N/A | PC | FOUNDERS SOCIETY | $100,000 | |
| MAINE PUBLIC HEALTH ASSOCIATION | ||||||||
| 122 STATE ST | AUGUSTA | ME | 04330 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| MAMATOTO VILLAGE INC | ||||||||
| 311 47TH ST NE | WASHINGTON | DC | 20019 | N/A | PC | WORKFORCE DEVELOPMENT PROGRAM | $100,000 | |
| MEDSTAR - GEORGETOWN MEDICAL CENTER INC | ||||||||
| 2115 WISCONSIN AVE NW STE 200 | WASHINGTON | DC | 20007 | N/A | PC | PROMISE: TEACHER TRAINING | $225,000 | |
| MIAMI CITY BALLET | ||||||||
| 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 | $140,000 | |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | ||||||||
| 1032 15TH ST NW SUITE 199 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 W 20TH ST 11TH FL | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SHABBAT PROJECT INC DBA ONETABLE | ||||||||
| 228 PARK AVE S STE 77191 | NEW YORK | NY | 10003 | N/A | PC | ONETABLE ACROSS AMERICA - SHABBAT DINNER FOR ALL | $250,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $36,500 | |
| POSSE FOUNDATION INC | ||||||||
| 1319 F ST NW STE 604 | WASHINGTON | DC | 20004 | N/A | PC | POSSE DC | $2,500 | |
| REBOOT | ||||||||
| 44 W 28TH ST 8TH FL | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| REFED INC | ||||||||
| PO BOX 1531 | LONG ISLAND CITY | NY | 11101 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| REPAIR THE WORLD | ||||||||
| PO BOX 2015 322 W 52ND ST | NEW YORK | NY | 10101 | N/A | PC | SERVE THE MOMENT | $150,000 | |
| REPRODUCTIVE FREEDOM FOR ALL | ||||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $23,834 | |
| SHE SHOULD RUN | ||||||||
| 80 M ST SE FLOOR 1 | WASHINGTON | DC | 20003 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SITAR ARTS CENTER | ||||||||
| 1700 KALORAMA RD NW STE 101 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING | $50,000 | |
| SIXTH & I HISTORIC SYNAGOGUE | ||||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | N/A | PC | 20S AND 30S PROGRAMMING | $75,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING SUPPORT | $59,500 | |
| ISRAEL EMERGENCY ALLIANCE DBA STANDWITHUS | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 900341069 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| STRATHMORE HALL FOUNDATION INC | ||||||||
| 5301 TUCKERMAN LN | NORTH BETHESDA | MD | 20852 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEAM RUBICON | ||||||||
| 6171 W CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| THE LAB SCHOOL OF WASHINGTON | ||||||||
| 4759 RESERVOIR RD NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE MOUNT VERNON VIRTUOSI | ||||||||
| 1 RUBY FIELD CT | BALTIMORE | MD | 21209 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| THE WALK FOR HUNGER INC | ||||||||
| 145 BORDER ST | EAST BOSTON | MA | 02128 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE WASHINGTON BALLET | ||||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | WASHINGTON BALLET SCHOLARSHIP AND COMMUNITY ENGAGEMENT | $100,000 | |
| VOTE SOLAR | ||||||||
| 360 22ND ST SUITE 730 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $39,589 | |
| VOTER PARTICIPATION CENTER | ||||||||
| 1707 L ST NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| AMERICAN UNIVERSITY | ||||||||
| PO BOX 98101 | WASHINGTON | DC | 200908101 | N/A | PC | WAMU | $2,500 | |
| WASHINGTON AREA WOMEN'S FOUNDATION | ||||||||
| 712 H ST NE STE 1099 | WASHINGTON | DC | 20002 | N/A | PC | EARLY CARE AND EDUCATION FUNDERS COLLABORATIVE | $50,000 | |
| WASHINGTON DRAMA SOCIETY DBA ARENA STAGE | ||||||||
| 1101 6TH ST SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WAY TO RISE | ||||||||
| 1825 K ST NW WASHINGTON | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WESTERN STATES CENTER INC | ||||||||
| 3519 NE 15TH AVE | PORTLAND | OR | 97212 | N/A | PC | CONFRONTING WHITE NATIONALISM IN SCHOOLS | $100,000 | |
| WETA | ||||||||
| 3939 CAMPBELL AVE ARLINGTON | ARLINGTON | VA | 22206 | N/A | PC | CLASSICAL MUSIC PROGRAMMING | $2,500 | |
| YAFFED | ||||||||
| PO BOX 1796 | NEW YORK | NY | 10956 | N/A | PC | GENERAL OPERATING SUPPORT | $4,370 | |
| FACING HISTORY AND OURSELVES INC | ||||||||
| 89 SOUTH ST STE 401 | BOSTON | MA | 02111 | N/A | PC | NEW COMMUNITIES PROJECT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,989,313 | 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 | $2,711,086 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,387,187 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,375,507 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,375,507 | 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 | FINANCIAL OPERATIONS | CategoryTxt |
| Amt | $92,733 | Amt |
| Net Investment Income | $23,183 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $69,550 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS-PNC | BondNm |
| EOY Book Value | $758,054 | EOYBookValueAmt |
| EOYFMV | $758,054 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB MANAGED EQUITIES | $6,528,730 | $6,528,730 |
| EQUITIES-PNC | $52,469,339 | $52,469,339 |
| JP MORGAN MANAGED EQUITIES- #9005 | $6,562,591 | $6,562,591 |
| JP MORGAN MANAGED EQUITIES- #7001 | $1,400,473 | $1,400,473 |
| JP MORGAN MANAGED EQUITIES- #7004 | $691,014 | $691,014 |
| JP MORGAN MANAGED EQUITIES- #2003 | $813,178 | $813,178 |
| JP MORGAN MANAGED EQUITIES- #5006 | $1,690,840 | $1,690,840 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,829,375 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,829,375 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,830,012 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,830,012 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COATUE CLIMATE TECH OFFSHORE FEEDER-JPM #2007 | FMV | $960,568 | $960,568 |
| ELEVAR EQUITY IV, LLP FUND-JPM #2007 | FMV | $2,187,296 | $2,187,296 |
| ELEVAR EQUITY V, LLP FUND-JPM #2008 | FMV | $398,635 | $398,635 |
| RRG SUSTAINABLE WATER IMPACT FUND-JPM #2007 | FMV | $1,527,432 | $1,527,432 |
| GLOBAL IMPACT FUND SICAV-RAIF-JPM #2007 | FMV | $787,073 | $787,073 |
| BAIN CAPITAL DOUBLE IMPACT FUND-JPM #2007 | FMV | $607,566 | $607,566 |
| STEWART GLOBAL SUSTAINABILITY F | FMV | $1,649,605 | $1,649,605 |
| 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 |
| ARCHEAN CAPITAL FUND | FMV | $236,267 | $236,267 |
| MUTUAL FUNDS ALTERNATIVES- PNC | FMV | $3,674,644 | $3,674,644 |
| SL INTERNATIONAL OPPORTUNITIES | FMV | $3,199,362 | $3,199,362 |
| ALTERNATIVE STRATEGY FUNDS- PNC | FMV | $1,109,840 | $1,109,840 |
| EQUITY FUNDS-SCHWAB | FMV | $101,113 | $101,113 |
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 | BOOK ADJUSTMENT FOR SECURITIES DONATED IN PRIOR YEAR | Desc |
| Amt | $19,674 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $21,812 | $0 | $21,812 |
| INSURANCE | $13,173 | $0 | $13,173 |
| DUES AND SUBSCRIPTIONS | $4,820 | $0 | $4,820 |
| INTEREST EXPENSE | $14,299 | $14,299 | $0 |
| OTHER EXPENSES | $3,956 | $0 | $3,956 |
| PORTFOLIO EXPENSES FROM K-1 INVESTMENTS | $323,896 | $323,896 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME FROM LP HOLDINGS | $46,063 | $46,063 | $46,063 |
| OTHER INCOME | $5,545 | $5,545 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM INVESTMENTS | Desc |
| Amt | $11,851,538 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $559,559 | $559,559 | $0 |
| STRATEGIC CONSULTING | $44,750 | $0 | $44,750 |
| OUTSOURCED IT | $3,600 | $0 | $3,600 |
| HUMAN RESOURCES | $500 | $0 | $500 |
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 | $57,560 | 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 | $100,000 |
| 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 | $81,827 | 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 | $142,133 |
| MTW IRREVOCABLE TRUST | |||||||||
| $82,667 | $47,057 | 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 | $82,667 |
| STEVEN GANN POLINGER 1990 TRUST | |||||||||
| $163,200 | $96,716 | 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 | $163,200 |
| STEVEN GANN POLINGER 1990 TRUST | |||||||||
| $124,000 | $73,485 | 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 | $124,000 |
| BECKA CHERYL POLINGER 1990 TRUST | |||||||||
| $124,000 | $73,485 | 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 | $124,000 |
| BECKA CHERYL POLINGER 1990 TRUST | |||||||||
| $163,200 | $96,716 | 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 | $163,200 |
| JMW IRREVOCABLE TRUST | |||||||||
| $82,667 | $46,724 | 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 | $82,667 |
| JMW IRREVOCABLE TRUST | |||||||||
| $142,133 | $84,231 | 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 | $142,133 |
| MRW IRREVOCABLE TRUST | |||||||||
| $142,133 | $81,811 | 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 | $142,133 |
| MRW IRREVOCABLE TRUST | |||||||||
| $82,667 | $47,583 | 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 | $82,667 |
| POLINGER FAMILY LLC | |||||||||
| $16,364,800 | $9,363,098 | 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 | $16,364,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $50,725 | $50,725 | $0 |
| EXCISE AND UNRELATED BUSINESS TAXES | $41,746 | $0 | $0 |