HOWARD AND GERALDINE POLINGER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND GERALDINE POLINGER FOUNDATION INC (EIN 52-6078041)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202331309349103973
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2023-05-10T14:47:21-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2023-05-10 | 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 |
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 | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $113,073,340 | 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 | $2,323,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,323,774 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,647,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,560,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,647,956 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,961 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34,961 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,006,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,006,691 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $207,127 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $207,127 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,101 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,101 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,028 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,028 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,491 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,472 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $562,596 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $535,946 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,650 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $127,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,371 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $26,929 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,929 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,891 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,891 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,866 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,301 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,270,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $551,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $594,499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,285,547 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,285,547 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,556,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $551,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,880,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,450,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,455,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,162,295 | CashBOYAmt |
| Cash EOY | $1,473,579 | CashEOYAmt |
| Cash EOYFMV | $1,473,579 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $733,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,690,017 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,690,017 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $12,515,070 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $11,330,391 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $11,330,391 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,820,288 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,820,288 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $61,834,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,620,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,620,171 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $248,782 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,615,957 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,615,957 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $54,817,339 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,517,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,517,408 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,036 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,529 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,529 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $131,325,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,073,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,073,340 | 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 | $131,325,935 | RetainedEarningBOYAmt |
| Retained Earning EOY | $113,073,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,325,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,073,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,325,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,073,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,325,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,450,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,966,883 | OtherIncreasesAmt |
| Subtotal | $145,743,308 | SubtotalAmt |
| Other Decreases | $32,669,968 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,073,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $14,916,797 | $9,912,109 | $5,004,688 | $5,004,688 | |
| CAPITAL GAINS PASSTHROUGH FROM K-1 FORMS | $1,359,016 | $1,359,016 | $1,359,016 | P | |
| CAPITAL GAINS DIVIDENDS | $1,284,252 | $1,284,252 | $1,284,252 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,647,956 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $131,425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131,425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124,481 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $124,481 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $213 | EsPenaltyAmt |
| Tax Due | $7,157 | TaxDueAmt |
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 | 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 (12 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 | $190,000 | $5,700 | $0 |
| MOLLIE BARNATHAN | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 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 |
| JOSHUA WERTLIEB | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 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 | $114,440 | $3,352 | $0 |
| ELIZABETH HECKER | ||||||||
| 1301 CONNECTICUT AVE NWNO 450 | WASHINGTON | DC | 20036 | DIRECTOR OF KNOWLEDG | 40.00 | $81,200 | $7,042 | $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 | $303,897 |
| JP MORGAN PRIVATE BANK | |||||
| 875 15TH ST NW | WASHINGTON | DC | 20005 | INVESTMENT FEES | $123,942 |
| STANLEY LAMAN GROUP LTD | |||||
| 2413 1235 WESTLAKE DRIVE 295 | BERWYN | PA | 19312 | INVESTMENT FEES | $51,082 |
| 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 | $96,651,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $397,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,335,920 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,385,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,385,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,625,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,759,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,337,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,337,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $131,425 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $16,614 | IncomeTaxAmt |
| Total Tax | $148,039 | TotalTaxAmt |
| Distributable Before Adj | $5,189,938 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,189,938 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,189,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,880,046 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,880,046 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,189,938 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,672,134 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,880,046 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,672,134 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,207,912 | 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 | $1,982,026 | 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 (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350 ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | N/A | PC | GENERAL OPERATING | $47,750 |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT ST | BOSTON | MA | 02111 | N/A | PC | SUMMER WORKS PROGRAM | $2,500 |
| AMALGAMATED CHARITABLE FOUNDATION INC | |||||||
| 340 S LEMON AVE 1940 | WALNUT | CA | 91789 | N/A | PC | WAY TO RISE | $50,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| PO BOX 96503 PMB 85739 | WASHINGTON | DC | 200906503 | N/A | PC | GENERAL OPERATING | $7,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | UKRAINE PROGRAMING | $2,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | EMERGENCY CAMPAIGN FOR UKRAINE | $125,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | SECOND CENTURY CAMPAIGN | $333,333 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | LEATID EUROPEAN CENTER FOR JEWISH LEADERSHIP | $60,000 |
| AMERICAN UNIVERSITY | |||||||
| PO BOX 98101 | WASHINGTON | DC | 200908101 | N/A | PC | WAMU | $5,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | WASHINGTON, DC REGIONAL OFFICE | $50,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | SCALING ADL ANTI-BIAS EDUCATION: REACHING RURAL SCHOOLS | $68,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 101583560 | N/A | PC | GENERAL OPERATING | $38,000 |
| ATLAS PERFORMING ARTS CENTER | |||||||
| 1333 H ST NE | WASHINGTON | DC | 20002 | N/A | PC | INTERSECTIONS FESTIVAL 2021 | $25,000 |
| ATLAS PERFORMING ARTS CENTER | |||||||
| 1333 H ST NE | WASHINGTON | DC | 20002 | N/A | PC | COVID-19 SUPPLEMENTAL GENERAL OPERATING | $10,000 |
| BENDER JCC OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | PC | GERRY AND HOWARD POLINGER CONCERT FUND | $5,000 |
| BNAI BRITH YOUTH ORGANIZATION INC | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | BBYO ON DEMAND | $35,000 |
| BUILDING BRIDGES ACROSS THE RIVER INC | |||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | ARTS PROGRAMMING AT THEARC & GENERAL OPERATING SUPPORT | $105,000 |
| BVM CAPACITY BUILDING INSTITUTE INC | |||||||
| 3645 MARKETPLACE BLVD SUITE 130-209 | EAST POINT | GA | 30344 | N/A | PC | GENERAL OPERATING | $44,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | GENERAL OPERATING | $5,000 |
| CENTER FOR THIRD WORLD ORGANIZING | |||||||
| PO BOX 28741 | OAKLAND | CA | 94604 | N/A | PC | BLACKOUT COLLECTIVE - COMMUNITY TRAINING SERIES | $50,000 |
| 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 | ADVOCATING FOR HIGH-QUALITY, TIMELY, AND ACCESSIBLE EARLY CHILDHOOD BEHAVIORAL HEALTH SERVICES | $100,000 |
| CHILDRENS LAW CENTER INCORPORATED | |||||||
| 501 3RD ST NW 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | IN HONOR OF JUDITH SANDALOW | $540 |
| CHINESE PROGRESSIVE ASSOCIATION | |||||||
| 1042 GRANT AVE 5TH FL | SAN FRANCISCO | CA | 94133 | N/A | PC | BLACK FUTURES LAB | $150,000 |
| COLOROFCHANGEORG EDUCATION FUND INC | |||||||
| 1714 FRANKLIN ST STE 100 136 | OAKLAND | CA | 94612 | N/A | PC | MEDIA, CULTURE, & ECONOMIC JUSTICE | $75,000 |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | N/A | PC | GENERAL OPERATING | $20,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING | $27,500 |
| CONGREGATION BNAI TZEDEK | |||||||
| 10621 S GLEN RD | POTOMAC | MD | 20854 | N/A | PC | GENERAL OPERATING | $5,000 |
| D C WHEEL PRODUCTIONS INC | |||||||
| 3225 8TH ST NE | WASHINGTON | DC | 20017 | N/A | PC | GENERAL OPERATING | $25,000 |
| DC ACTION FOR CHILDREN TODAY DC ACT | |||||||
| 1432 K ST NW STE 1050 | WASHINGTON | DC | 20005 | N/A | PC | IN HONOR OF KIMBERLY PERRY | $540 |
| DC ACTION FOR CHILDREN TODAY DC ACT | |||||||
| 1432 K ST NW STE 1050 | WASHINGTON | DC | 20005 | N/A | PC | HOME VISITING | $175,000 |
| DC GREENS INC | |||||||
| 2000 P ST NW 240 | WASHINGTON | DC | 20036 | N/A | PC | WELL AT OXON RUN | $3,500 |
| DC PUBLIC EDUCATION FUND | |||||||
| 3407 14TH ST NW | WASHINGTON | DC | 20010 | N/A | PC | READY FOR PRE-K! | $200,000 |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC INC | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | JXJ INTERDISCIPLINARY ARTS FESTIVAL | $75,000 |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC INC | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING | $2,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING | $8,000 |
| FACING HISTORY AND OURSELVES INC | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | N/A | PC | THE CONTEMPORARY ANTISEMITISM INITIATIVE | $50,000 |
| FACING HISTORY AND OURSELVES INC | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | N/A | PC | THE NEW COMMUNITIES PROJECT | $50,000 |
| FROM THE TOP INC | |||||||
| 140 CLARENDON ST STE 301 | BOSTON | MA | 02116 | N/A | PC | BEYOND THE STAGE | $65,000 |
| FROM THE TOP INC | |||||||
| 140 CLARENDON ST STE 301 | BOSTON | MA | 02116 | N/A | PC | COVID-19 SUPPLEMENTAL GENERAL OPERATING | $10,000 |
| GLOBAL LYME ALLIANCE INC | |||||||
| 1290 EAST MAIN STREET 3RD FLOOR | STAMFORD | CT | 06902 | N/A | PC | GENERAL OPERATING | $10,133 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | WETA CLASSICAL MUSIC PROGRAMMING | $5,000 |
| HAROLD GRINSPOON FOUNDATION | |||||||
| 67 HUNT ST STE 100 | AGAWAM | MA | 01001 | N/A | PC | PJ LIBRARY ALLIANCE | $200,000 |
| HASBARA FELLOWSHIPS INC | |||||||
| 315 W 36TH ST STE 5061 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING | $7,500 |
| HEBREW FREE LOAN ASSOCIATION OF DISTRICT OF COLUMBIA | |||||||
| 10421 MOTOR CITY DR 342044 | BETHESDA | MD | 20817 | N/A | PC | GENERAL OPERATING | $50,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | CAMPUS CLIMATE INITIATIVE | $75,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING | $5,000 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | EDUCATING FOR AMERICAN DEMOCRACY: FAMILY & COMMUNITY ENGAGEMENT | $100,000 |
| ISLAND HOUSING TRUST CORPORATION | |||||||
| PO BOX 779 WEST | TISBURY | MA | 02575 | N/A | PC | GENERAL OPERATING | $10,000 |
| ISRAEL EMERGENCY ALLIANCE | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 900341069 | N/A | PC | STANDWITHUS - CENTER FOR COMBATTING ANTISEMITISM | $5,000 |
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | |||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | N/A | PC | GENERAL OPERATING | $5,500 |
| JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX | |||||||
| 12701 N SCOTTSDALE RD STE 202 | SCOTTSDALE | AZ | 85254 | N/A | PC | JEWISH EDUCATOR SCHOLARSHIP GRANT FUND | $12,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 W 30TH ST | NEW YORK | NY | 10001 | N/A | PC | CANVAS: A FUNDER COLLABORATIVE FOR JEWISH ARTS | $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 INC | |||||||
| 1100 H STREET NW STE 630 | WASHINGTON | DC | 20005 | N/A | PC | COLLABORATIVE FOR JEWISH ORGANIZING: REFRAMING AND DEFUSING ANTISEMITISM | $100,000 |
| JEWS UNITED FOR JUSTICE INC | |||||||
| 1100 H STREET NW STE 630 | WASHINGTON | DC | 20005 | N/A | PC | IN HONOR OF JACOB FEINSPAN | $540 |
| 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 | $20,000 |
| LAB SCHOOL OF WASHINGTON | |||||||
| 4759 RESERVOIR RD NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATING | $5,000 |
| LAWRENCE FAMILY JEWISH COMMUNITY CENTERS OF SAN DIEGO COUNTY | |||||||
| 4126 EXECUTIVE DRIVE | LA JOLLA | CA | 92037 | N/A | PC | CAMP JAYCEE | $6,000 |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | |||||||
| 1233 20TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | IN HONOR OF VIRGINIA KASE SOLOMON | $540 |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | |||||||
| 1233 20TH ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING | $125,000 |
| LEVINE MUSIC INC | |||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | N/A | PC | LEVINE FACULTY COMPENSATION FUND | $300 |
| LEVINE MUSIC INC | |||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | N/A | PC | EXPANDING ACCESS TO MUSIC IN SOUTHEAST WASHINGTON | $40,000 |
| LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC | |||||||
| 1319 F ST NW STE 810 | WASHINGTON | DC | 20004 | N/A | PC | FOUNDERS SOCIETY | $150,000 |
| MAINE PUBLIC HEALTH ASSOCIATION | |||||||
| 122 STATE ST | AUGUSTA | ME | 04330 | N/A | PC | GENERAL OPERATING | $3,000 |
| MAMATOTO VILLAGE INC | |||||||
| 311 47TH ST NE | WASHINGTON | DC | 20019 | N/A | PC | WORKFORCE DEVELOPMENT PROGRAM | $100,000 |
| MARYS CENTER FOR MATERNAL AND CHILD CARE INC | |||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | N/A | PC | MARY'S CENTER MATERNAL MENTAL HEALTH PROGRAM | $10,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATING | $20,000 |
| 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 | $130,000 |
| MOUNT VERNON VIRTUOSI INC | |||||||
| 1 RUBY FIELD CT | BALTIMORE | MD | 21209 | N/A | PC | GENERAL OPERATING | $22,500 |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | |||||||
| 1032 15TH ST NW SUITE 199 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST 11TH FL | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING | $5,000 |
| PARDES JEWISH DAY SCHOOL INC | |||||||
| 12753 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85254 | N/A | PC | GENERAL OPERATING | $12,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING | $26,421 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | ABORTION SERVICES AND ADVOCACY | $18,841 |
| PROJECT BREAD - THE WALK FOR HUNGER INC | |||||||
| 145 BORDER ST EAST | BOSTON | MA | 02128 | N/A | PC | GENERAL OPERATING | $5,000 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC | |||||||
| 701 OKEECHOBEE BLVD WEST | PALM BEACH | FL | 33401 | N/A | PC | GENERAL OPERATING | $20,000 |
| REBOOT INC | |||||||
| 44 W 28TH ST 8TH FL | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING | $100,000 |
| REFED INC | |||||||
| 27-01 QUEENS PLAZA N 13TH FL | LONG ISLAND CITY | NY | 11101 | N/A | PC | GENERAL OPERATING | $4,000 |
| REPAIR THE WORLD INC | |||||||
| PO BOX 2015 322 W 52ND ST | NEW YORK | NY | 10101 | N/A | PC | SERVE THE MOMENT JEWISH SERVICE ALLIANCE | $50,000 |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA RD NW STE 101 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING | $50,000 |
| SIXTH & I SYNAGOGUE INC | |||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | N/A | PC | 20S AND 30S PROGRAMMING | $75,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING | $70,500 |
| STRATHMORE HALL FOUNDATION INC | |||||||
| 5301 TUCKERMAN LN | NORTH BETHESDA | MD | 20852 | N/A | PC | GENERAL OPERATING | $20,000 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | N/A | PC | GENERAL OPERATING | $3,500 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||
| 6101 EXECUTIVE BLVD STE 100 | N BETHESDA | MD | 20852 | N/A | PC | UKRAINE CRISIS FUND AT JFNA | $125,000 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||
| 6101 EXECUTIVE BLVD STE 100 | N BETHESDA | MD | 20852 | N/A | PC | GENERAL OPERATING | $300,000 |
| THE POSSE FOUNDATION INC | |||||||
| 1319 F ST NW STE 604 | WASHINGTON | DC | 20004 | N/A | PC | POSSE D.C. | $3,500 |
| THE VOTER PARTICIPATION CENTER | |||||||
| 1707 L ST NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING | $3,000 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR 0940 | LA JOLLA | CA | 920930940 | N/A | PC | #USVSHATE | $50,000 |
| VALLEY BEIT MIDRASH | |||||||
| 7580 E GRAY RD STE 102 | SCOTTSDALE | AZ | 85260 | N/A | PC | A NEW LOCAL (& NATIONAL) YOUNG PROFESSIONAL JEWISH SERVICE-LEARNING MODEL | $20,000 |
| VALLEY BEIT MIDRASH | |||||||
| 7580 E GRAY RD STE 102 | SCOTTSDALE | AZ | 85260 | N/A | PC | GENERAL OPERATING | $5,000 |
| VOTE SOLAR | |||||||
| 360 22ND ST SUITE 730 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING | $40,309 |
| WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | COMMUNITY ENGAGEMENT PROGRAMMING | $45,000 |
| WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | COVID-19 SUPPLEMENTAL GENERAL OPERATING | $10,000 |
| WASHINGTON DRAMA SOCIETY INC | |||||||
| 1101 SIXTH ST SW | WASHINGTON | DC | 20024 | N/A | PC | ARENA STAGE | $5,000 |
| WASHINGTON HUMANE SOCIETY THE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIM | |||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | N/A | PC | COMBAT CRUELTY | $3,500 |
| WESTERN STATES CENTER INC | |||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | N/A | PC | CONFRONTING WHITE NATIONALISM IN SCHOOLS | $100,000 |
| YAFFED INC | |||||||
| PO BOX 1796 | NEW YORK | NY | 10956 | N/A | PC | GENERAL OPERATING | $6,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,285,547 | 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 | $2,323,774 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,961 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,647,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,006,691 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,006,691 | 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 | $37,963 | Amt |
| Net Investment Income | $9,491 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,472 | 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 | $5,615,957 | EOYBookValueAmt |
| EOYFMV | $5,615,957 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB MANAGED EQUITIES | $5,408,691 | $5,408,691 |
| EQUITIES-PNC | $40,390,870 | $40,390,870 |
| JP MORGAN MANAGED EQUITIES- #9005 | $6,400,393 | $6,400,393 |
| JP MORGAN MANAGED EQUITIES- # 7001 | $1,009,517 | $1,009,517 |
| JP MORGAN MANAGED EQUITIES- # 7004 | $556,798 | $556,798 |
| JP MORGAN MANAGED EQUITIES- 2003 | $533,923 | $533,923 |
| JP MORGAN MANAGED EQUITIES- #5006 | $1,319,979 | $1,319,979 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,830,352 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,830,352 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,989,936 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,989,936 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COATUE CLIMATE TECH OFFSHORE FEEDER-JPM 2007 | FMV | $930,124 | $930,124 |
| ELEVAR EQUITY IV, LLP FUND-JPM 2007 | FMV | $2,691,909 | $2,691,909 |
| RRG SUSTAINABLE WATER IMPACT FUND-JPM 2007 | FMV | $1,111,778 | $1,111,778 |
| GLOBAL IMPACT FUND SICAV-RAIF-JPM 2007 | FMV | $498,287 | $498,287 |
| BAIN CAPITAL DOUBLE IMPACT FUND-JPM 2007 | FMV | $388,766 | $388,766 |
| STEWART GLOBAL SUSTAINABILITY F | FMV | $1,584,118 | $1,584,118 |
| ARCHEAN | FMV | $86,009 | $86,009 |
| ARCHEAN REVENUE SHARES | FMV | $13,360 | $13,360 |
| VERITABLE LPC PARTNERS LP | FMV | $553,459 | $553,459 |
| VITTORIA OFFSHORE | FMV | $6,367,723 | $6,367,723 |
| LONGPOND OFFSHORE LTD | FMV | $86,761 | $86,761 |
| VITTORIA OFFSHORE LTD | FMV | $4,302,105 | $4,302,105 |
| ARCHEAN CAPITAL FUND | FMV | $236,267 | $236,267 |
| MUTUAL FUNDS ALTERNATIVES- PNC | FMV | $1,906,121 | $1,906,121 |
| ALTERNATIVE STRATEGY FUNDS- PNC | FMV | $2,209,300 | $2,209,300 |
| EQUITY FUNDS-SCHWAB | FMV | $430,972 | $430,972 |
| SL INTERNATIONAL OPPORTUNITIES | FMV | $3,120,349 | $3,120,349 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,028 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,028 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $14,036 | 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 | UNREALIZED LOSS FROM INVESTMENTS | Desc |
| Amt | $32,669,968 | 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 | $15,018 | $0 | $15,018 |
| INSURANCE | $12,566 | $0 | $12,566 |
| DUES AND SUBSCRIPTIONS | $4,380 | $0 | $4,380 |
| INTEREST EXPENSE | $2,866 | $2,866 | $0 |
| OTHER EXPENSES | $3,337 | $0 | $3,337 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME FROM LP HOLDINGS | Desc |
| Revenue And Expenses Per Books | $34,961 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,961 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENT FOR SECURITIES DONATED IN PRIOR YEAR | Desc |
| Amt | $10,966,883 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $535,946 | $535,946 | $0 |
| STRATEGIC CONSULTING | $26,650 | $0 | $26,650 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp (16 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 | $61,587 | 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 | $278,942 | 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 | $426,400 |
| ARNOLD L POLINGER DESCENDANTS 2007 | |||||||||
| $248,000 | $162,237 | 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 | $248,000 |
| JAN POLINGER CHAVIS | |||||||||
| $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 | $426,400 |
| JAN POLINGER CHAVIS | |||||||||
| $248,000 | $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 | $248,000 |
| MTW IRREVOCABLE TRUST | |||||||||
| $142,133 | $87,550 | 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 | $50,411 | 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 | $106,253 | 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 | $80,731 | 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 | $80,343 | 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 | $105,742 | 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 | $55,100 | 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 | $98,161 | 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 | $87,535 | 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 | $50,912 | 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 | $10,024,887 | 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 | $3,371 | $3,371 | $0 |
| EXCISE TAXES | $124,481 | $0 | $0 |