JUDY AND PETER BLUM KOVLER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JUDY AND PETER BLUM KOVLER FOUNDATION (EIN 36-2476143)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-16
- IRS object ID
- 202302899349100315
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T08:53:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362476143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY AND PETER BLUM KOVLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDY | BusinessNameControlTxt |
| Phone | 2024660581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER B KOVLER | PersonNm |
| Person Title | CHAIRMAN/DIRECTOR | PersonTitleTxt |
| Phone | 2024660581 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | KOVLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2023-10-10 | PreparationDt |
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 | $115,034,386 | 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 |
| Interest On Sav Rev And Expnss | $61,637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,637 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,053,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,053,308 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $943 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $943 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $943 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$82,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,309,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,865 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,901 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,055,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,131,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $139,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,335 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $103,415 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $353 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $176 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $176 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $196,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $194,841 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,787 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,908 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,011 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,897 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $48,818 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $48,818 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,766 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,766 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,869 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $542,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $285,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,537,052 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,537,052 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,079,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $285,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,717,167 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,023,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $846,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,926 | CashBOYAmt |
| Cash EOY | $9,425 | CashEOYAmt |
| Cash EOYFMV | $9,425 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,019,831 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,226,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,226,597 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,115,836 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,921,977 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,807,958 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,853,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,800,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,415,332 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,418,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,186,856 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,246,041 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $329,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $329,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $329,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,776,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,474,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,034,386 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,776,903 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,474,141 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,776,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,474,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,776,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,474,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,776,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,023,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,720,982 | OtherIncreasesAmt |
| Subtotal | $30,474,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,474,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $58,865 | $85,522 | -$26,657 | -$26,657 | |
| PUBLICLY TRADED SECURITIES - LT | P | $4,205,018 | $4,250,285 | -$45,267 | -$45,267 | |
| FLOW THROUGH GAINS FROM PARTNERSHIPS - ST | P | $36,673 | -$36,673 | -$36,673 | ||
| FLOW THROUGH GAINS FROM PARTNERSHIPS - LT | P | $41,235 | $41,235 | $41,235 | ||
| LOSS ON SALE OF PARTNERSHIP | P | $18,715 | -$18,715 | -$18,715 | 2022-12-31 | |
| CAPITAL GAINS DIVIDENDS | P | $3,980 | $3,980 | $3,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$82,097 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $198,347 | 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 | $198,347 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $186,580 | OverpaymentAmt |
| Applied To ES Tax | $186,580 | 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 | IL | 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 | PETER KOVLER CHAIRMANDIRECTOR | IndividualWithBooksNm |
| Phone | 2024660581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | 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 | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PETER B KOVLER | ||||||||
| 2101 L STREET NW NO 400 | WASHINGTON | DC | 20037 | CHAIRMAN/DIRECTOR | 35.00 | $139,750 | $0 | $0 |
| JUDY L LANSING | ||||||||
| 2101 L STREET NW NO 400 | WASHINGTON | DC | 20037 | DIRECTOR | 7.00 | $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 | $107,852,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $736,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,522,756 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,111,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,111,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,816,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,295,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,964,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,964,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,767 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $258 | IncomeTaxAmt |
| Total Tax | $12,025 | TotalTaxAmt |
| Distributable Before Adj | $5,952,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $19,955 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,972,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,972,689 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,717,167 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,717,167 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,972,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,437,604 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,717,167 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,437,604 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $279,563 | 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 | $5,693,126 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDY AND PETER BLUM KOVLER FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2024660581 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A 1-2 PAGE WRITTEN PROPOSAL AND A COPY OF YOUR DETERMINATION LETTER FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY NOVEMBER 1ST TO BE CONSIDERED FOR THE CURRENT YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (163 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AIRLINK INC | |||||||
| 1023 15TH ST NW 1100 | WASHINGTON | DC | 20005 | PC | TO PROVIDE UKRAINE RELIEF | $2,000 | |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| AMERICAN CIVIL LIBERITIES UNION | |||||||
| 4301 CONNECTICUT AVE NW NO 434 | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| AMERICAN FRIENDS MUSEE DORSAY | |||||||
| PO BOX 4233 | NEW YORK | NY | 10163 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| AMERICAN FRIENDS OF THE LOUVRE | |||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| AMERICAN PEDIATRIC SURGICAL ASSN FNDN | |||||||
| 1061 EAST MAIN STREET SUITE 300 | EAST DUNDEE | IL | 60118 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| AMERICANS FOR PEACE NOW | |||||||
| 1320 19TH STREET NW STE 400 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| ARENA STAGE | |||||||
| 1101 SIXTH STREET SW | WASHINGTON | DC | 20024 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| ARF WALNUT CREEK | |||||||
| 2890 MITCHELL DR | WALNUT CREEK | CA | 94598 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| ASSOCIATION FOR ACADEMIC SURGERY FNDN | |||||||
| 11300 W OLYMPIC BLVD NO 600 | LOS ANGELES | CA | 90064 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | |||||||
| 1633 BROADWAY 5TH FLOOR | NEW YORK | NY | 10019 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| BREAD FOR THE CITY | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BREM FOUNDATION | |||||||
| 8121 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| CAMPAIGN FOR FAIR SENTENCING OF YOUTH | |||||||
| 1319 F STREET NW NO 303 | WASHINGTON | DC | 20004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CENTER FOR ARMS CONTROLNON PROLIFERATION | |||||||
| 820 1ST STREET NE SUITE LL-180 | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CENTER FOR DISASTER PHILANTHROPY | |||||||
| ONE THOMAS CIRCLE NW NO 700 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| CENTER FOR RESPONSIVE POLITICS | |||||||
| 110 13TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,000 | |
| CENTRAL AMERICAN RESOURCE CENTER | |||||||
| 2845 W 7TH ST | LOS ANGELES | CA | 90005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| CHILDRENS DEFENSE FUND | |||||||
| 25 E STREET NW | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1 INVENTA PLACE 6TH FLOOR | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| CITYBRIDGE EDUCATION | |||||||
| 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| DC DIAPER BANK | |||||||
| 1532 A STREET NW | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| DC PREP | |||||||
| 2405 MARTIN L KING JR AVE SE | WASHINGTON | DC | 20020 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| DC SOCCER CLUB | |||||||
| 2201 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| DIASPORA ARTS CONNECTION INC | |||||||
| 463 CAMELBACK ROAD | PLEASANT HILL | CA | 94523 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 40602 | MESA | AZ | 85202 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| DONOR'S CHOOSE | |||||||
| 134 W 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| EDWARD KENNEDY INSTITUTE | |||||||
| 210 WILLIAM T MORRISSEY BLVD | BOSTON | MA | 02125 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M STREET NW NO800 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| FAIR ELECTIONS | |||||||
| 1825 K ST NW SUITE 701 | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| FDR MEMORIAL LEGACY COMMITTEE | |||||||
| 1629 K STREET 300 | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| FDR MEMORIAL LEGACY COMMITTEE | |||||||
| 1629 K STREET 300 | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| FIRST TEE OF CHICAGO FOUNDATION | |||||||
| 35 E WACKER DR STE 300 | CHICAGO | IL | 60601 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| FOUNDATION FOR THE NAT'L INST OF HEALTH | |||||||
| 11400 ROCKVILLE PIKE NO 600 | NORTH BETHESDA | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| FREEDOM HOUSE INC | |||||||
| 1850 M STREET NW 11TH FLOOR | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| FRENCH AMERICAN PIANO INC | |||||||
| 1501 BROADWAY FL 12 | NEW YORK | NY | 10036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FRESHFARM MARKETS | |||||||
| 945 G STREET NW NO 211 | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M STREET NW SUITE 1050 S | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M STREET NW SUITE 1050 S | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $22,500 | |
| FRIENDS OF NOTRE-DAME DE PARIS INC | |||||||
| PO BOX 505 | ETNA | NH | 03850 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| FRIENDS OF PRINCETON LACROSSE | |||||||
| 100 OVERLOOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| GEORGETOWN UNIVERSITY HOSPITAL FOUNDATION | |||||||
| 45155 RESEARCH PL 260 | ASHBURN | VA | 20147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| GEORGETOWN UNIVERSITY HOSPITAL FOUNDATION | |||||||
| 45155 RESEARCH PL 260 | ASHBURN | VA | 20147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| GIFFORDS LAW CENTER PREVENT GUN VIOLANCE | |||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| GIFFORDS LAW CENTER PREVENT GUN VIOLANCE | |||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| GIRL SCOUTS OF CENTRAL MARYLAND | |||||||
| 4806 SETON DRIVE | BALTIMORE | MD | 21215 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $410,118 | |
| HAMILTON PARTNERSHIP FOR PATERSON INC | |||||||
| 32 SPROUCE STREET - 3RD FLOOR | PATERSON | NJ | 07501 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HARVARD MEDICAL SCHOOL | |||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HEARTLAND ALLIANCE | |||||||
| 208 SOUTH LASALLE | CHICAGO | IL | 60604 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $35,000 | |
| HEARTLAND ALLIANCE | |||||||
| 208 SOUTH LASALLE | CHICAGO | IL | 60604 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,280 | |
| HEPHZIBAH CHILDRENS ASSOCIATION | |||||||
| 1144 LAKE ST 5 | OAK PARK | IL | 60301 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| HILLWOOD ESTATE MUSEUM & GARDENS | |||||||
| 4155 LINNEAN AVENUE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| HORTON KIDS INC | |||||||
| 467 1ST AVE N | ST PETERSBURG | FL | 33701 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| HORTON'S KIDS | |||||||
| 467 1ST AVE N | ST PETERSBURG | FL | 33701 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH STREET NW | WASHINGTON | DC | 20059 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| ICAHN SCHOOL OF MEDICINE | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| INSTITUTE FOR POLICY STUDIES | |||||||
| 1301 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $18,000 | 600 |
| INTERNATIONAL MEDICAL CORPS - UKRAINE RELIEF | |||||||
| 12400 WILSHIRE BOULEVARD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | TO PROVIDE UKRAINE RELIEF | $2,000 | |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| JEWISH FOUNDATION FOR GROUP HOMES | |||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JEWISH GLOBAL NETWORK | |||||||
| 591 MONTGOMERY STREET | BROOKLYN | NY | 11225 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| JOEY'S FOUNDATION | |||||||
| 5117 52ND STREET NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 | |
| JOHN F KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,001 | |
| JOHNS HOPKINS DEPARTMENT OF PATHOLOGY | |||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $40,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $113,022 | |
| JOHNS HOPKINS UNIVERSITYDEVELOPMENT | |||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,978 | |
| KING BAUDOUIN FOUNDATION | |||||||
| 10 ROCKEFELLER PL 16TH FL | NEW YORK | NY | 10020 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| KING BAUDOUIN FOUNDATION | |||||||
| 10 ROCKEFELLER PL 16TH FL | NEW YORK | NY | 10020 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| KOOLEN DE VRIES SYNDROME | |||||||
| PO BOX 470218 | FORT WORTH | TX | 76147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 20817 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| LIEBER INSTITUTE | |||||||
| 855 NORTH WOLFE STREET | BALTIMORE | MD | 21205 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| LOBULAR BREAST CANCER ALLIANCE INC | |||||||
| PO BOX 200 119 | WHITE HORSE BEACH | MA | 02381 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| LOOKINGGLASS THEATRE | |||||||
| 3320 W FOSTER AVE | DAVIS | IL | 60625 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| LUCKY DOG ANIMAL RESCUE | |||||||
| 5159 LEE HIGHWAY | ARLINGTON | VA | 22207 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| MANY HANDS INC | |||||||
| 712 E 5TH ST APT 1 | PASADENA | MA | 02127 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| MARTHA'S TABLE INC | |||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| MARY'S CENTER SCHOOL FOR MENTAL HEALTH | |||||||
| 233 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| MATTHEW H ORNSTEIN MEMORIAL FND | |||||||
| 2212 WYOMING AVE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| MEDGLOBAL INC - UKRAINE RELIEF | |||||||
| 10604 SOUTHWEST HWY STE 107 | CHICAGO RIDGE | IL | 60415 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| MIKVA CHALLENGE GRANT FOUNDATION | |||||||
| 200 S MICHIGAN SUITE 1000 | CHICAGO | IL | 60604 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| MISSD - SUICIDE PREVENTION | |||||||
| C/O W DOLIN-180 E PEARSON NO 5301 | CHICAGO | IL | 60611 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| NARAL PRO CHOICE AMERICA | |||||||
| 1156 15TH STREET NW 700 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| NATIONAL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL STREET NO 200 | NEWTON | MA | 02458 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| NATIONAL BREAST CANCER COALITION FUND | |||||||
| 1010 VERMONT AVENUE NW SUITE 900 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| NATIONAL CENTER FOR HEALTH RESEARCH | |||||||
| 1001 CONNECTICUT AVENUE NW STE 1100 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| NATIONAL CENTER FOR YOUTH LAW | |||||||
| 1212 BROADWAY NO 600 | OAKLAND | CA | 94612 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| NATIONAL CHILDREN'S MUSEUM | |||||||
| 1301 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| NATIONAL CHILDREN'S MUSEUM | |||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| NATIONAL DEMOCRATIC INSTITUTE | |||||||
| 455 MASSACHUSETTS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,923 | |
| NATIONAL GALLERY OF ART | |||||||
| 3001 CONSTITUTION AVE | WASHINGTON | DC | 20565 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| NEC SOCIETY DAVIS | |||||||
| PO BOX 72271 | DAVIS | CA | 95617 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| NEW ISREAL FUND | |||||||
| SIX EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| NFG SURVIVORS EMPOWER (NETWORK FOR GOOD) | |||||||
| 1212 SISTERDALE RD | BOERNE | TX | 78006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| NO STOMACH FOR CANCER INC | |||||||
| PO BOX 46070 | MADISON | WI | 53744 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| NOVA UKRAINE CO | |||||||
| 963 MEARS CT | STANFORD | CA | 94305 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| OAK PARK AREA ARTS COUNCIL | |||||||
| 1 VILLAGE HALL PLAZA | OAK PARK | IL | 60302 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| OVARIAN CANCER RESEARCH FOUNDATION | |||||||
| FOURTEEN PENNSYLVANIA PLAZA NO 2110 | NEW YORK | NY | 10122 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| PANCREATIC CANCER ACTION NETWORK-PANCAN | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| PANCREATIC CANCER ACTION NETWORK-PANCAN | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| PANCREATIC CANCER ACTION NETWORK-PANCAN | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| PCD FOUNDATION | |||||||
| 10137 PORTLAND AVE S | MINNEAPOLIS | MN | 55420 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| PHILLIPS COLLECTION | |||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| RAZOM INC - UKRAINE AID | |||||||
| 140 SND AVE | NEW YORK | NY | 10003 | PC | TO PROVIDE UKRAINE RELIEF | $50,000 | |
| REVIVED SOLDIERS UKRAINE | |||||||
| 9542 TAVISTOCK RD | ORLANDO | FL | 32827 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| SASHA BRUCE YOUTHWORK INC | |||||||
| 741 8TH STREET SE | WASHINGTON | DC | 20003 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SCHOOL JUSTICE PROJECT | |||||||
| 1805 7TH STREET NW NO 7TH FL | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $186,039 | |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $13,961 | |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $9,404 | |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| SOCIAL GOOD FUND INC | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| ST JOSEPH INDIAN SCHOOL | |||||||
| 1301 N MAIN ST CHAMBERLIN | SAN DIEGO | CA | 57325 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| STUDIO THEATER | |||||||
| 1501 14TH ST NW NO 3 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SURVIVORS EMPOWERED INC | |||||||
| 1315 S CLAYTON ST SUITE 300 | DENVER | CO | 80210 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| SURVIVORS EMPOWERED INC | |||||||
| 1315 S CLAYTON ST SUITE 300 | DENVER | CO | 80210 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| TEMPLE SINAI | |||||||
| 509 BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $640,000 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $164,688 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $94,077 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $280,597 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $331,812 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $238,167 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $388,200 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $462,780 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $378,760 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $93,270 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $689,340 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $21,240 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $213,999 | |
| THE FAMILY FOUNDATION | |||||||
| 707 EAST FRANKLIN STREET | RICHMOND | VA | 23219 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE FAMILY FOUNDATION | |||||||
| 707 EAST FRANKLIN STREET | RICHMOND | VA | 23219 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE ROOSEVELT INSTITUTE | |||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| TREGARON CONSERVANCY | |||||||
| 2954 MACOMB STREET | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| UNITED HELP UKRAINE | |||||||
| 3930 WALNUT STREET | FAIRFAX | VA | 22030 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | |||||||
| 3080 BROADWAY B 208 | NEW YORK | NY | 10027 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| US AGAINST ALZHEIMERS | |||||||
| 1101 K ST NW STE 400 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| VOICE UP BERKS | |||||||
| 201 WASHINGTON ST | READING | PA | 19601 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,313 | |
| WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $11,833 | |
| WASHINGTON NATIONAL CATHEDRAL BEAUVOIR | |||||||
| 3500 WOODLEY RD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| WASHINGTON OFFICE ON LATIN AMERICA | |||||||
| 1666 CONNECTICUT AVENUE NW NO 400 | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| WENDT CENTER | |||||||
| 4201 CONNECTICUT AVENUE NW NO 300 | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| WOMEN'S DEMOCRACY CENTER | |||||||
| 1101 17TH ST NW | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| WOODLAND NORMANSTONE NEIGBORHOOD ASSN | |||||||
| 2606 NORMANSTONE LN NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| WOODLEY HOUSING CORPORATION | |||||||
| 6856 EASTERN AVENUE NW NO 300 | WASHINGTON | DC | 20012 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| WORKING AMERICA EDUCATION FUND | |||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| WORLD CENTRAL KITCHEN - UKRAINE RELIEF | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | PC | TO PROVIDE UKRAINE RELIEF | $5,000 | |
| WORLDWIDE FRIENDS FOUNDATION | |||||||
| 8920 PEACHTREE WAY | JONESBORO | GA | 30236 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| WYKOFF HOUSE MUSEUM | |||||||
| 5816 CLARENDON ROAD | BROOKLYN | NY | 11203 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| YAHADIN UNUM MID AMERICA | |||||||
| 2444 MADISON RD 1708 | CINCINNATI | OH | 45208 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,537,052 | 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 | $61,637 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,053,308 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $943 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$82,097 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| BOOK TO TAX DIFFERENCE - UBI | 523000 | -$5,964 |
| PARTNERSHIP UBI REPORTED ON K-1'S | 523000 | $5,964 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,055,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,055,656 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC/CA-CL C | $78,579 | $443,650 |
| ALPHABET INC/CA-CL A | $78,989 | $441,150 |
| APPLE INC | $5,223,279 | $7,315,059 |
| BERKSHIRE HATHAWAY INC-CL A | $509,920 | $37,496,877 |
| BERKSHIRE HATHAWAY INC-CL B | $86,951 | $115,838 |
| BLACKSTONE INC | $514,603 | $3,138,237 |
| BOEING CO | $55,693 | $26,669 |
| CHEVRON CORP | $728,439 | $1,229,507 |
| COCA-COLA CO | $6,425 | $1,375,566 |
| CSX CORP | $143,490 | $278,820 |
| DANAHER CORP | $4,587,111 | $7,245,966 |
| DELTA AIR LINES INC | $27,391 | $32,860 |
| DEXCOM INC | $160,102 | $1,132,400 |
| DOLLAR GENERAL CORP | $131,060 | $492,500 |
| DOMINION ENERGY INC .COM | $259,731 | $214,620 |
| EXXON MOBIL CORP | $36,929 | $48,532 |
| FORTUNE BRANDS HOME & SECURI | $85,553 | $228,440 |
| GENERAL DYNAMICS CORP | $1,160,016 | $1,811,203 |
| INTL BUSINESS MACHINES CORP | $206,225 | $226,692 |
| JPMORGAN CHASE & CO | $103,266 | $134,100 |
| KYNDRYL HOLDINGS INC | $6,314 | $2,458 |
| LOEWS CORP | $926 | $96,245 |
| MCDONALD'S CORP | $106,237 | $12,821,262 |
| NIKE INC -CL B | $54,977 | $2,392,855 |
| RAYTHEON TECHNOLOGIES CORP | $44,915 | $50,460 |
| ROSS STORES INC | $217,131 | $15,321,356 |
| VISA INC-CLASS A SHARES | $74,755 | $1,153,068 |
| WALGREENS BOOTS ALLIANCE INC | $723 | $130,760 |
| WAL-MART STORES INC | $26,156 | $708,950 |
| WALT DISNEY CO | $17,795 | $231,970 |
| EVOLV TECHNOLOGIES HOLDINGS | $0 | $10,502 |
| MASTERBRAND INC | $14,395 | $30,200 |
| MATTER PORT INC | $0 | $20,440 |
| CARNIVAL CORP | $52,177 | $16,120 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,921,977 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,807,958 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERMAN PROPERTIES | AT COST | $4,894 | $4,894 |
| EMERGING EUROPE GR. FND II | AT COST | $2,233 | $2,233 |
| EMERSON POINT CAPITAL OVERSEAS | AT COST | $1,018,902 | $1,530,005 |
| GLENVIEW OFFSHORE OPPORTUNITY | AT COST | $750,000 | $762,166 |
| L&B ONSHORE FUND LP | AT COST | $444,011 | $444,011 |
| LONG POND OFFSHORE LTD. | AT COST | $973,872 | $997,053 |
| LUX VENTURES CAYMAN III, LP | AT COST | $189,194 | $189,194 |
| SHELLBACK OFFSHORE FUND LTD. | AT COST | $1,476,448 | $2,755,347 |
| SKELLIG OFFSHORE LTD. | AT COST | $11,561 | $11,561 |
| THIRTEEN PARTNERS OFFSHORE, LTD. | AT COST | $500,000 | $1,145,286 |
| TRIAN PARTNERS, LTD. | AT COST | $1,000,000 | $1,588,550 |
| PERSHING SQUARE INTERNATIONAL LTD. | AT COST | $815,741 | $815,741 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $353 | LegalFeesAmt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $176 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN ARTWORK | Desc |
| BOY Book Value | $329,033 | BOYBookValueAmt |
| EOY Book Value | $329,033 | EOYBookValueAmt |
| EOYFMV | $329,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $12 | $0 | $12 |
| DUES & SUBSCRIPTIONS | $564 | $0 | $564 |
| INSURANCE | $2,618 | $0 | $2,618 |
| BANK CHARGES | $20 | $0 | $20 |
| INTEREST EXPENSE - OTHER | $78 | $0 | $78 |
| LICENSES AND FEES | $190 | $0 | $190 |
| MEALS & ENTERTAINMENT | $774 | $0 | $774 |
| DEDUCTIONS FROM PASSTHROUGH INVESTMENTS | $35,869 | $35,869 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $1,910 | $1,910 | $1,910 |
| OTHER INCOME (GRANTS REFUNDED) | $19,955 | $19,955 | $19,955 |
| PARTNERSHIP UBI REPORTED ON K-1'S | -$5,964 | ||
| BOOK TO TAX DIFFERENCE - UBI | -$5,964 | -$5,964 | |
| PARTNERSHIP UBI REPORTED ON K-1'S | $5,964 | $0 | $5,964 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT FOR STOCK GRANTED TO PUBLIC CHARITIES | $2,905,241 |
| BASIS ADJ. FOR ADDITION OF INVEST. INADVERTENTLY REMOVED FROM BOOKS IN 2016 | $815,741 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $194,841 | $194,841 | $0 |
| PAYROLL SERVICES | $1,787 | $0 | $1,787 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $11,793 | $5,896 | $5,897 |
| FOREIGN TAXES - FROM PASSTHROUGHS | $115 | $115 | $0 |
| FEDERAL EXCISE TAX | $77,000 | $0 | $0 |