GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION (EIN 52-2102799)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349102190
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:40:30-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522102799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GARY AND PENNIE ABRAMSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3019847000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD - NINTH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY ABRAMSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3019847000 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,091,226 | 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 | $694,710 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $129,810 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $129,810 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,145,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,145,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$209,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,624,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,760,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,275,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,875 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,875 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $213,647 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $137,012 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $217,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,685,423 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,685,423 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,902,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,685,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,142,565 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,134,565 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $303,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,632 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $26,646,247 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $25,546,167 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $25,546,167 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,479,893 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,479,002 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,929,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,081,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,200,190 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,982,793 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,603,708 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,396,512 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,928,371 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,929,527 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,275,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,350,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,091,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $45,570,071 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,788,163 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,705,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,562,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,275,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,350,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,275,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,350,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,275,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,142,565 | ExcessRevenueOverExpensesAmt |
| Other Increases | $218,092 | OtherIncreasesAmt |
| Subtotal | $47,350,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,350,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $11,613,848 | $11,834,569 | -$220,721 | -$220,721 | |
| LT CAPITAL GAIN DISTRIBUTION | $6,278 | $6,278 | $6,278 | P | |
| GAIN FROM MADOFF INVESTMENT | $2,650 | $2,650 | $2,650 | P | |
| GAIN FROM PARTNERSHIP INVESTMENTS | $2,011 | $2,011 | $2,011 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$209,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,089 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,089 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,319 | OverpaymentAmt |
| Applied To ES Tax | $24,319 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN RESUTEK | IndividualWithBooksNm |
| Phone | 3019847000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD 9TH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY M ABRAMSON | ||||||||
| 2000 TOWER OAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | TRUSTEE-PART | 2.00 | $0 | $0 | $0 |
| PENNIE M ABRAMSON | ||||||||
| 2000 TOWER OAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | TRUSTEE-PART | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,966,834 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,107,325 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,407,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,407,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $786,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,621,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,581,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,581,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,770 | TotalTaxAmt |
| Distributable Before Adj | $2,565,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,565,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,565,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,685,423 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,685,423 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,565,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,761 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,685,423 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,761 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,565,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,343 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,343 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,343 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $24,343 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY M ABRAMSON | ContributingManagerNm |
| Contributing Manager | PENNIE M ABRAMSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE | |||||||
| 10325 KENSINGTON PARKWAY 70 | KENSINGTON | MD | 20895 | PC | UNRESTRICTED FUNDS | $5,000 | |
| ACTIVE MINDS | |||||||
| 2001 S STREET NW SUITE 630 | WASHINGTON | DC | 20009 | PC | UNRESTRICTED FUNDS | $7,500 | |
| AISH DC | |||||||
| 11418 OLD GEORGETOWN ROAD | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $20,000 | |
| ALS ASSOCIATION DCMDVA CHAPTER | |||||||
| 7507 STANDISH PLACE | ROCKVILLE | MD | 20855 | PC | UNRESTRICTED FUNDS | $8,333 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 8180 GREENSBORO DRIVE 400 | MCLEAN | VA | 22101 | PC | UNRESTRICTED FUNDS | $2,500 | |
| AM COMMITTEE FOR THE WEIZMANN INST OF SCIENCE | |||||||
| 633 3RD AVENUE 20TH FL | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $550,000 | |
| AMERICA GIVES | |||||||
| 228 PARK AVE S 71410 | NEW YORK | NY | 10003 | PC | UNRESTRICTED FUNDS | $10,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST11TH FLOOR | NEW YORK | NY | 10038 | PC | UNRESTRICTED FUNDS | $1,000 | |
| AMERICAN FRIENDS OF GALILEE MEDICAL CENTER | |||||||
| 315 MADISON AVENUE | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $75,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 96402 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED FUNDS | $50,000 | |
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER | |||||||
| 575 MADISON AVE 10TH FLOOR | NEW YORK | NY | 10022 | PC | UNRESTRICTED FUNDS | $25,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 215 H STREET NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $100,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | UNRESTRICTED FUNDS | $10,000 | |
| AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED FUNDS | $10,000 | |
| AMERICAN UNIVERSITY HILLEL | |||||||
| 4400 MASS AVENUE NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $60,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $35,000 | 1020 |
| BAIS HAMEDRASH & MESIVTA OF BALTIMORE | |||||||
| 6823 OLD PIMLICO RD | BALTIMORE | MD | 21209 | PC | UNRESTRICTED FUNDS | $7,500 | |
| BEST BUDDIES INTERNATIONAL | |||||||
| 100 SOUTHEAST SECOND STREET SUITE | MIAMI | FL | 33131 | PC | UNRESTRICTED FUNDS | $2,500 | 200 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $15,000 | |
| BREM FOUNDATION TO DEFEAT BREAST CANCER | |||||||
| 8720 GEORGIA AVENUE SUITE 302 | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $10,000 | |
| BRIGHTER BITES | |||||||
| PO BOX 25456 | HOUSTON | TX | 77265 | PC | UNRESTRICTED FUNDS | $1,000 | |
| BUONICONTI FOUNDATION TO CURE PARALYSIS | |||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $25,000 | |
| CABIN JOHN PARK VOLUNTEER FIRE DEPARTMENT | |||||||
| 8001 RIVER RD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $1,000 | |
| CASEY CARES FOUNDATION | |||||||
| 7100 COLUMBIA GATEWAY DR STE 155 | COLUMBIA | MD | 21046 | PC | UNRESTRICTED FUNDS | $2,500 | |
| CENTER FOR INSPIRED TEACHING | |||||||
| 1436 U STREET NW SUITE 400 | WASHINGTON | DC | 20009 | PC | UNRESTRICTED FUNDS | $1,000 | |
| CENTER FOR ISRAEL STUDIES | |||||||
| 4400 MASS AVENUE NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $50,000 | |
| CHABAD LUBAVITCH OF MD | |||||||
| 11621 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $10,000 | |
| CHABAD LUBAVITCH OF THE AU COMMUNITY | |||||||
| 3040 IDAHO AVE NW 717 | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $10,000 | |
| CHABAD OF POTOMAC VILLAGE | |||||||
| 10500 BURBANK DRIVE | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $1,000 | |
| CHAD TOUGH DEFEAT DIPG FOUNDATION | |||||||
| PO BOX 907 | SALINE | MI | 48176 | PC | UNRESTRICTED FUNDS | $2,500 | |
| CHARLES E SMITH JEWISH DAY SCHOOL OF GREATER WASHINGTON | |||||||
| 1901 E JEFFERSON ST | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $7,500 | |
| CHARLES E SMITH LIFE COMMUNITIES | |||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $10,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | UNRESTRICTED FUNDS | $10,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $10,000 | |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | UNRESTRICTED FUNDS | $5,000 | |
| COLOMBIA LIGHTHOUSE FOR THE BLIND | |||||||
| 1825 K STREET NW SUITE 1103 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED FUNDS | $1,667 | |
| CONCUSSION LEGACY FOUNDATION | |||||||
| 361 NEWBURY STREET 5TH FLOOR | BOSTON | MA | 02115 | PC | UNRESTRICTED FUNDS | $5,000 | |
| CONGREGATION B'NAI TZEDEK | |||||||
| 10621 SOUTH GLEN ROAD | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $35,500 | |
| DC STUDENTS CONSTRUCTION TRADES FOUNDATION | |||||||
| 4001 BRANDYWINE ST NW STE 4 | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $5,000 | |
| DIENER SCHOOL | |||||||
| 11701 DANVILLE DRIVE | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $39,500 | |
| ELIJAH CUMMINGS YOUTH PROGRAM IN ISRAEL INC | |||||||
| 5750 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PC | UNRESTRICTED FUNDS | $1,000 | |
| EZER MIZION | |||||||
| 5225 NEW UTRECHT AVENUE THIRD FLOOR | BROOKLYN | NY | 11219 | PC | UNRESTRICTED FUNDS | $10,000 | |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | UNRESTRICTED FUNDS | $5,000 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | |||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | PC | UNRESTRICTED FUNDS | $10,000 | |
| FRIENDS OF ASOR FUND USA | |||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | PC | UNRESTRICTED FUNDS | $500 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M STREET NW 1050 SOUTH | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $25,000 | |
| FRIENDS OF ISRAELI DEFENSE FORCES | |||||||
| POBOX 395 | STEVENSON | MD | 21153 | PC | UNRESTRICTED FUNDS | $44,000 | |
| FRIENDSHIP CIRCLE INC | |||||||
| 11621 SEVEN LOCKS RD | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $20,000 | |
| GOLDEN NETWORK | |||||||
| PO BOX 10995 | SILVER SPRING | MD | 20914 | PC | UNRESTRICTED FUNDS | $3,000 | |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | PC | UNRESTRICTED FUNDS | $125,000 | |
| GUITARS OVER GUNS | |||||||
| 169 E FLAGLER ST SUITE 1134 | MIAMI | FL | 33131 | PC | UNRESTRICTED FUNDS | $2,000 | |
| HANDS OF LOVE FOUNDATION INC | |||||||
| 9238 POTOMAC SCHOOL DR | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $2,500 | |
| HASBARA FELLOWSHIPS | |||||||
| 315 WEST 36TH STREET 5061 | NEW YORK | NY | 10018 | PC | UNRESTRICTED FUNDS | $10,000 | |
| HEBREW HOME OF GREATER WASHINGTON INC | |||||||
| 6121 MONTROSE RD | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $10,000 | |
| HEIFETZ INTERNATIONAL MUSIC INSTITUTE | |||||||
| 107 EAST BEVERLEY ST | STAUNTON | VA | 24401 | PC | UNRESTRICTED FUNDS | $30,000 | |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVE NW APT 201 | WASHINGTON | DC | 20007 | PC | UNRESTRICTED FUNDS | $2,000 | |
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVENUE | BETHESDA | MD | 20814 | PC | UNRESTRICTED FUNDS | $2,500 | |
| ISRAAID GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | PC | UNRESTRICTED FUNDS | $10,000 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | PC | UNRESTRICTED FUNDS | $25,000 | |
| JACKSON HEALTH FOUNDATION | |||||||
| 1500 NW 12TH AVE SUITE 1117 EAST | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $10,000 | |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PC | UNRESTRICTED FUNDS | $500 | |
| JEWISH ADOPTIONS&FOSTER CARE OPTIONS | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | PC | UNRESTRICTED FUNDS | $5,000 | |
| JEWISH COALITION AGAINST DOMESTIC ABUSE | |||||||
| 143 ROLLINS AVE | ROCKVILLE | MD | 20847 | PC | UNRESTRICTED FUNDS | $5,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON | |||||||
| 6101 MONTROSE ROAD 205 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $30,000 | |
| JEWISH COUNCIL FOR THE AGING | |||||||
| THE JCA ANN L BRONFMAN CENTER 12320 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $20,000 | PARKLAWN DR |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE ROAD SUITE 100 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $66,667 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | |||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $18,000 | |
| JEWISH LEARNING CENTER OF FISHER ISLAND | |||||||
| 41216 FISHER ISLAND DRIVE | MIAMI | FL | 33109 | PC | UNRESTRICTED FUNDS | $25,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED FUNDS | $35,000 | |
| JEWISH SOCIAL SERVICES AGENCY | |||||||
| THE INA KAY BUILDING 200 WOOD HILL | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $3,500 | ROAD |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PC | UNRESTRICTED FUNDS | $5,000 | |
| KOMEN WASHINGTON DC RACE FOR THE CURE | |||||||
| PO BOX 955291 | DALLAS | TX | 75395 | PC | UNRESTRICTED FUNDS | $2,500 | |
| LEARNING YOUR FUNCTION INC | |||||||
| 2017 REIGLER RD | LAND O LAKES | FL | 34639 | PC | UNRESTRICTED FUNDS | $2,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | UNRESTRICTED FUNDS | $10,000 | |
| MAIN STREET CONNECT INC | |||||||
| 50 MONROE PL | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $1,000 | |
| MCLEAN SCHOOL | |||||||
| 8224 LOCHINVER LN | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $2,000 | |
| MCPS EDUCATIONAL FOUNDATION INC | |||||||
| 850 HUNGERFORD DRIVE ROOM 149 | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $5,000 | |
| MIAMI DIAPER BANK | |||||||
| 4770 BISCANE BLVD SUITE 980 | MIAMI | FL | 33137 | PC | UNRESTRICTED FUNDS | $5,100 | |
| MIAMI JEWISH HEALTH SYSTEMS FOUNDATION INC | |||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | PC | UNRESTRICTED FUNDS | $10,000 | |
| MOUNT VERNON VERTUOSI INC | |||||||
| 1 RUBY FIELD COURT | BALTIMORE | MD | 21209 | PC | UNRESTRICTED FUNDS | $20,000 | |
| NATIONAL SYMPHONY ORCHESTRA | |||||||
| 4400 MACARTHUR BLVD NW STE 306 | WASHINGTON | DC | 20007 | PC | UNRESTRICTED FUNDS | $5,000 | |
| NATLIONAL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL STREET SUITE 006 | NEWTON | MA | 02458 | PC | UNRESTRICTED FUNDS | $4,000 | |
| NORWOOD SCHOOL | |||||||
| 8821 RIVER ROAD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $10,000 | |
| OPERATION EMBRACE | |||||||
| 350-C FORTUNE TERRACE PBB 209 | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $16,000 | |
| OUR LADY QUEEN OF THE AMERICAS | |||||||
| 2200 CALIFORNIA ST NW | WASHINGTON | DC | 20008 | PC | UNRESTRICTED FUNDS | $500 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $50,000 | |
| PROJECT MEDISHARE FOR HAITI | |||||||
| 8260 NE 2ND AVE | MIAMI | FL | 33138 | PC | UNRESTRICTED FUNDS | $25,000 | |
| RABBINICAL SEMINARY | |||||||
| PO BOX 137 | WHITE LAKE | NY | 12786 | PC | UNRESTRICTED FUNDS | $5,000 | |
| ROCKVILLE VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 1789 | ROCKVILLE | MD | 20849 | PC | UNRESTRICTED FUNDS | $1,000 | |
| SAVE A CHILD'S HEART | |||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SEL4CA | |||||||
| PO BOX 2177 | VENTURA | CA | 93002 | PC | UNRESTRICTED FUNDS | $2,000 | |
| SO WHAT ELSE INC | |||||||
| 6901 ROCKLEDGE DRIVE SUITE 709 | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SOS INTERNATIONAL | |||||||
| 1101 WOOTTON PARKWAY SUITE 900 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $25,000 | |
| SOUTH FLORIDA PBS | |||||||
| 3401 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | UNRESTRICTED FUNDS | $2,000 | |
| STEPPING STONES SHELTER | |||||||
| PO BOX 712 | ROCKVILLE | MD | 20848 | PC | UNRESTRICTED FUNDS | $5,000 | |
| STOCK CONTRIBUTION - AM COMM FOR THE WEIZMANN INST OF SCIENCE-SEE STMT 11 | |||||||
| 633 3RD AVENUE 20TH FL | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $301,390 | |
| SUBURBAN HOSPITAL FOUNDATION | |||||||
| 8600 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | PC | UNRESTRICTED FUNDS | $100,000 | |
| SUNDARI FOUNDATION INC | |||||||
| 217 NW 15TH STREET | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $25,000 | |
| SUNFLOWER BAKERY | |||||||
| 8507 ZIGGY LANE | GAITHERSBURG | MD | 20877 | PC | UNRESTRICTED FUNDS | $5,000 | |
| TEMPLE MENORAH | |||||||
| 620 75TH ST | MIAMI | FL | 33141 | PC | UNRESTRICTED FUNDS | $1,800 | |
| THE HOLTON ARM SCHOOL | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $15,000 | |
| THE LEV EXPERIENCE | |||||||
| 6309 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $5,000 | |
| THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | |||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | PC | UNRESTRICTED FUNDS | $15,000 | |
| TORAH SCHOOL OF GREATER WASHINGTON | |||||||
| 2010 LINDEN LANE | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $20,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | UNRESTRICTED FUNDS | $66,666 | |
| WAMU 885 | |||||||
| 4401 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | PC | UNRESTRICTED FUNDS | $2,000 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $10,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $1,800 | |
| WORLD JEWISH RELIEF INC | |||||||
| 1350 AVE OF THE AMERICASFL2STE266 | NEW YORK | NY | 10019 | PC | UNRESTRICTED FUNDS | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,685,423 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,810 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,145,642 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$209,782 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,065,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,065,670 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GARY M ABRAMSON | ||||||
| 1 | 2000 TOWER OAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | $26,545 | Yes (X) |
| THE ABE AND KATHYRN SELSKY FOUNDATION INC | ||||||
| 2 | 2000 TOWER OAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | $668,165 | Yes (X) |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| STATEMENT REGARDING NOTE RECEIVABLE | FORM 990PF, PART II, LINE 6 | NOTE RECEIVABLE DUE FROM THE GARY M. ABRAMSON 2008 TRUSTRECEIVABLE RELATES TO THE 2012 PURCHASE OF OPTIONED INTERESTS DURING PERIOD OF ADMINISTRATION OF AN ESTATE. THE OPTIONED INTERESTS WERE PURCHASED IN ACCORDANCE WITH AND PURSUANT TO THE REQUIREMENTS OF THE EXCEPTION TO INDIRECT SELF-DEALING IN TRES. REG. 53.4941(D)-1(B)(3).ORIGINAL AMOUNT = 35,477,193DATE OF NOTE = 9/7/12MATURITY DATE = 9/6/42INTEREST RATE = 2.18%REPAYMENT TERMS = ANNUAL INSTALLMENT PAYMENTS OF PRINCIPAL AND INTEREST |
| STATEMENT REGARDING STOCK CONTRIBUTION | FORM 990PF, PART I, LINE 25 | STOCK CONTRIBUTION - AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCEBANK OF AMERICA CORP TOTAL SHARE CONTRIBUTED - 4,915 BOOK VALUE - 83,210.95METHOD USED TO DETERMINE BOOK VALUE - PURCHASE PRICEFAIR MARKET VALUE - 150,054.95METHOD USED TO DETERMINE FAIR MARKET VALUE - STOCK MARKET VALUEDATE OF GIFT - 12/06/2023COMCAST CORP (NEW) CLASS A TOTAL SHARE CONTRIBUTED - 3,630BOOK VALUE -145.20METHOD USED TO DETERMINE BOOK VALUE - PURCHASE PRICEFAIR MARKET VALUE - 151,334.70METHOD USED TO DETERMINE FAIR MARKET VALUE - STOCK MARKET VALUEDATE OF GIFT - 12/06/2023 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $5,982,793 | EOYBookValueAmt |
| EOYFMV | $6,603,708 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $12,081,117 | EOYBookValueAmt |
| EOYFMV | $17,200,190 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,479,893 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,479,002 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIPS | AT COST | $1,678,371 | $1,679,527 |
| STATE OF ISRAEL BONDS | AT COST | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $127,237 | $127,237 | $0 |
| OTHER DEDUCTION FLOW THROUGH INVESTMENT | $31,468 | $9,413 | $0 |
| BANK CHARGE | $362 | $362 | $0 |
| NON DEDUCTIBLE - WASH SALE ADJUSTMENT | $54,580 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ. FOR STOCK CONTR. AT MV OVER COST | Desc |
| Amt | $218,092 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,875 | Amt |
| Net Investment Income | $3,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |