CLARK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CLARK CHARITABLE FOUNDATION INC (EIN 52-1512330)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349103492
- 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
- Schedule B
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:02:25-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 521512330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | DBA A JAMES & ALICE B CLARK FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 3016577191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4445 WILLARD AVENUE SUITE 740 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH DEL GUERCIO | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3016577191 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | DEL GUERCIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2023-11-13 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $580,544,739 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $323,906,173 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,768,240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,292,150 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,023,464 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,023,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,323,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,235,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $327,374,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,315,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $629,874 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $629,874 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,534,678 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,534,678 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $303,600 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $303,600 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,446 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $41,446 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,886 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $73,886 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $806,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $584,369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $221,774 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $162,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,217 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $323,130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $323,130 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $607,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $607,972 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,482,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $608,586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,736,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,828,939 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,828,939 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,311,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $608,586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,565,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178,062,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,707,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,904,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,499,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,950,020 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $24,902,650 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $95,230,266 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $95,014,029 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $56,722,533 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,944,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,507,442 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $202,599,307 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $165,969,177 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $151,375,331 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $60,210 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $60,210 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $75,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $120,348,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,497,917 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $421,128,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,191,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $580,544,739 | 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 | $126,041,347 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $126,041,347 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $295,087,446 | RetainedEarningBOYAmt |
| Retained Earning EOY | $473,150,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $421,128,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $599,191,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $421,128,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,191,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $421,128,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178,062,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $599,191,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $599,191,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CERBERUS PARTNERS, L.P. | D | $33,925 | $10,168 | $23,757 | $23,757 |
| FROM K-1: CERBERUS PARTNERS, L.P. | D | $3,771 | $3,771 | $3,771 | |
| FROM K-1: CERBERUS, L.P. | D | $2,789 | $2,789 | $2,789 | |
| PUBLICLY TRADED SECURITIES HELD LONG TERM | $30,679,373 | $31,759,790 | -$1,080,417 | -$1,080,417 | |
| PUBLICLY TRADED SECURITIES HELD SHORT TERM | $170,295,129 | $172,622,369 | -$2,327,240 | -$2,327,240 | |
| SEVENSAOI CAPITAL PARTNERS II LLC | D | $1,136,188 | $720 | $1,135,468 | $1,135,468 |
| CAPITAL GAINS DIVIDENDS | P | $84,602 | $84,602 | $84,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,157,270 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,328 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,328 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,215 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $148,215 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $170 | EsPenaltyAmt |
| Overpayment | $68,717 | OverpaymentAmt |
| Applied To ES Tax | $68,717 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CLARKFOUNDATIONDC.ORG | WebsiteAddressTxt |
| Individual With Books | DAWN SILVA | IndividualWithBooksNm |
| Phone | 3016577154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4445 WILLARD AVENUE SUITE 740 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| COURTNEY C PASTRICK | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBERT J FLANAGAN | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSEPH DEL GUERCIO | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | PRESIDENT & CEO | 35.00 | $582,660 | $47,214 | $0 |
| TERRI D KLATZKIN | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | V.P. SECRETARY, TREASURER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NATALIE GRANDISON | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | DIRECTOR, ENGINEERIN | 40.00 | $227,150 | $57,629 | $0 |
| DANIELLE HAMBERGER | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | DIRECTOR, EDUCATION | 40.00 | $227,150 | $41,952 | $0 |
| ASHLEY WILLIAMS | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | DIRECTOR OF OPERATIO | 40.00 | $227,150 | $41,215 | $0 |
| HARRY MONROE | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | DIRECTOR, VETERANS P | 40.00 | $227,150 | $31,207 | $0 |
| RYAN PALMER | ||||||||
| 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | DIRECTOR, DC COMMUNI | 40.00 | $170,288 | $36,371 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FENTON COMMUNICATIONS INC | |||||
| 630 NINTH AVE STE 910 | NEW YORK | NY | 10036 | PR, MARKETING & COMMUNICATION | $336,760 |
| BURNESS COMMUNICATIONS INC | |||||
| 7910 WOODMONT AVENUE SUITE 700 | BETHESDA | MD | 20814 | PR, MARKETING & COMMUNICATION | $118,688 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 SOUTH SIXTH STREET STE 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING SERVICES | $72,854 |
| NATIONAL COLLEGE ATTAINMENT NETWORK | |||||
| 6218 GEORGIA AVE NW STE 1-405 | WASHINGTON | DC | 20011 | CONSULTING | $53,000 |
| 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 | $435,439,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,278,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $202,886 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $489,921,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $489,921,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,348,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $482,572,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,128,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,128,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,328 | TotalTaxAmt |
| Distributable Before Adj | $24,049,298 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,049,298 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,049,298 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,565,299 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,565,299 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,049,298 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,679,307 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,047,526 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,713,710 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,784,382 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,456,052 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $453,680,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,565,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,049,298 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,516,001 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $578,196,978 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $36,679,307 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $541,517,671 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,047,526 | ExcessFromYear4Amt |
| Excess From Year3 | $128,713,710 | ExcessFromYear3Amt |
| Excess From Year2 | $138,784,382 | ExcessFromYear2Amt |
| Excess From Year1 | $58,456,052 | ExcessFromYear1Amt |
| Excess From Current Year | $124,516,001 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (203 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | |||||||
| 9159 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | PC | GENERAL OPERATING AND CAPACITY-BUILDING SUPPORT OF ANTI-POVERTY PROGRAMS | $50,000 | |
| ADIRONDACK VETS HOUSE INC | |||||||
| 26 PINE STREET | GLENS FALLS | NY | 12801 | PC | GENERAL OPERATING SUPPORT OF VETERANS PROGRAMS | $5,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT OF HEALTH PROGRAMS | $5,000 | |
| ATLANTA UNIVERSITY CENTER CONSORTIUM | |||||||
| 156 MILDRED STREET | ATLANTA | GA | 30314 | PC | SUPPORT FOR ENGINEERING INITIATIVES | $850,000 | |
| BALTIMORE CHESAPEAKE BAY OUTWARD BOUND SCHOOL | |||||||
| 1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | PC | GENERAL OPERATING SUPPORT OF YOUTH PROGRAMS | $200,000 | |
| BISHOP MCNAMARA HIGH SCHOOL | |||||||
| 6800 MARLBORO PIKE | FORESTVILLE | MD | 20747 | PC | CAPITAL CAMPAIGN SUPPORT FOR STEM BUILDING | $333,333 | |
| BOULDER CREST FOUNDATION | |||||||
| 33735 SNICKERSVILLE TURNPIKE PO BOX | BLUEMONT | VA | 20135 | PC | GENERAL OPERATING SUPPORT OF VETERANS PROGRAMS | $2,000,000 | 117 |
| BOY SCOUTS OF AMERICA - NATIONAL CAPITAL AREA COUNCIL | |||||||
| 9190 ROCKVILLE PIKE | BETHESDA | MD | 20814 | PC | GENERAL OPERATING SUPPORT OF YOUTH PROGRAMS | $35,000 | |
| BOYS & GIRLS CLUBS OF GREATER WASHINGTON INC | |||||||
| 4103 BENNING RD NE | WASHINGTON | DC | 20024 | PC | CAPACITY-BUILDING SUPPORT OF AFTER-SCHOOL PROGRAMMING | $100,000 | |
| BOYS AND GIRLS CLUBS OF INDIAN RIVER COUNTY | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | PC | GENERAL OPERATING SUPPORT OF YOUTH PROGRAMS | $50,000 | |
| BUILDING AFRICAN AMERICAN MINDS | |||||||
| 31 JOWITE ST | EASTON | MD | 21601 | PC | SUPPORT THE CONSTRUCTION OF A NEW ACADEMIC CENTER | $750,000 | |
| BUILDING BRIDGES ACROSS THE RIVER | |||||||
| 1901 MISSISSIPPI AVENUE SE SUITE | WASHINGTON | DC | 20020 | PC | CAPITAL CAMPAIGN SUPPORT | $500,000 | 101 |
| BYTE BACK | |||||||
| 899 NORTH CAPITOL STREET NE SUITE | WASHINGTON | DC | 20002 | PC | FUNDRAISING AND EVALUATION CAPACITY-BUILDING SUPPORT | $125,000 | 850 |
| CAPITAL AREA ASSET BUILDING CORPORATION | |||||||
| 1100 15TH ST NW 4TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING AND CAPACITY-BUILDING SUPPORT OF ANTI-POVERTY PROGRAMS | $200,000 | |
| CATHOLIC CHARITIES DC | |||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | PC | SUPPORT OF THE NEWCOMER NETWORK | $2,500,000 | |
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER INC | |||||||
| 331 E DOVER STREET | EASTON | MD | 21601 | PC | CAPITAL CAMPAIGN SUPPORT | $25,000 | |
| CHILDREN'S LAW CENTER | |||||||
| 501 3RD STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | CAPACITY BUILDING SUPPORT OF LEGAL SERVICE PROGRAMS FOR FAMILIES | $140,200 | |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | EARLY CHILDHOOD INNOVATION NETWORK | $810,000 | |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | CLARK PARENT-CHILD NETWORK | $7,269,000 | |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | ENDOWED PROFESSORSHIPS | $3,750,000 | |
| CITY KIDS TO WILDERNESS PROJECT INC | |||||||
| 2437 15TH STREET NW | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT OF PROGRAMS FOR DC YOUTH | $100,000 | |
| CITY YEAR | |||||||
| 1875 CONNECTICUT AVE NW SUITE 414 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT OF SCHOOL SUPPORT PROGRAMS | $75,000 | |
| COLLEGE TRACK | |||||||
| 5001 SILVER HILL ROAD SUITE 106 | SUITLAND | MD | 20746 | PC | GENERAL OPERATING SUPPORT OF COLLEGE ACCESS PROGRAMS | $990,000 | |
| COMMUNITY SOLUTIONS INTERNATIONAL INC | |||||||
| 60 BROAD ST SUITE 2510A | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT OF AFFORDABLE HOUSING PROGRAMS | $10,000 | |
| CONGRESSIONAL CHORUS | |||||||
| 1127 5TH STREET NW UNIT B | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT OF MUSIC PROGRAMS | $5,000 | |
| CONSORTIUM OF CATHOLIC ACADEMIES | |||||||
| 415 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING SUPPORT OF STUDENT SUPPORT PROGRAMS | $375,000 | |
| CONVENTION OF THE PE CHURCH OF THE DIOCESE OF WASHINGTON BISHOP WALKER SCHO | |||||||
| 1801 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | PC | STUDENT SCHOLARSHIPS | $20,000 | |
| CRAB SAILING | |||||||
| 177 DEFENSE HIGHWAY SUITE 9 | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATING SUPPORT OF THERAPY PROGRAMS | $10,000 | |
| CROWNSVILLE CONSERVANCY | |||||||
| PO BOX 44 | CROWNSVILLE | MD | 21032 | PC | GENERAL OPERATING SUPPORT OF CONSERVATION PROGRAMS | $5,000 | |
| CROWNSVILLE CONSERVANCY | |||||||
| PO BOX 44 | CROWNSVILLE | MD | 21032 | PC | GENERAL OPERATING SUPPORT OF CONSERVATION PROGRAMS | $25,000 | |
| DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP) | |||||||
| 1425 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PC | NORTH CAROLINA A&T STATE UNIVERSITY SCHOLARSHIP PROGRAM | $32,829 | |
| DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP) | |||||||
| 1425 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PC | GEORGE MASON UNIVERSITY SCHOLARSHIP PROGRAM | $56,232 | |
| DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP) | |||||||
| 1425 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PC | GEORGE MASON UNIVERSITY SCHOLARSHIP PROGRAM | $55,395 | |
| DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP) | |||||||
| 1425 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PC | GEORGE MASON UNIVERSITY SCHOLARSHIP PROGRAM | $44,576 | |
| DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP) | |||||||
| 1425 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PC | GEORGE MASON UNIVERSITY SCHOLARSHIP PROGRAM | $38,312 | |
| DC CENTRAL KITCHEN | |||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | PC | BRINGING THE KITCHEN HOME CAMPAIGN | $150,000 | |
| DC GREENS | |||||||
| 810 7TH STREET NE | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING AND STRATEGIC PLANNING SUPPORT | $329,591 | |
| DC PUBLIC EDUCATION FUND | |||||||
| 3407 14TH ST NW | WASHINGTON | DC | 20010 | PC | SUPPORT OF READING PROGRAM EXPANSION | $186,000 | |
| DC PUBLIC EDUCATION FUND | |||||||
| 3407 14TH ST NW | WASHINGTON | DC | 20010 | PC | DCPSPERSISTS INITIATIVE | $3,000,000 | |
| DC SCORES | |||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT OF AFTER-SCHOOL PROGRAMS | $5,000 | |
| DC SCORES | |||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT OF AFTER-SCHOOL PROGRAMS | $100,000 | |
| DIGITAL PIONEERS ACADEMY | |||||||
| 709 12TH STREET SE | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT OF SCHOOL PROGRAMS | $300,000 | |
| DOG TAG INC | |||||||
| 3206 GRACE STREET NORTHWEST | WASHINGTON | DC | 20007 | PC | DOG TAG FELLOWSHIP PROGRAM EXPANSION | $900,000 | |
| DON BOSCO CRISTO REY HIGH SCHOOL | |||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 20912 | PC | STUDENT SCHOLARSHIPS | $500,000 | |
| DONORSCHOOSEORG | |||||||
| 134 W 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS | $300,000 | |
| DONORSCHOOSEORG | |||||||
| 134 W 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS | $150,000 | |
| DREAMING OUT LOUD FOUNDATION | |||||||
| 80 M STREET SERNC/O WEWORK | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT OF PROGRAMS TO IMPROVE COMMUNITY-BASED FOOD SYSTEMS | $50,000 | |
| DUKE UNIVERSITY | |||||||
| CAMPUS BOX 90581 | DURHAM | NC | 27708 | PC | CLARK SCHOLARS PROGRAM | $3,000,000 | |
| DUKE UNIVERSITY | |||||||
| CAMPUS BOX 90581 | DURHAM | NC | 27708 | PC | CLARK SCHOLARS PROGRAM | $150,000 | |
| EL HAYNES PUBLIC CHARTER SCHOOL | |||||||
| 4501 KANSAS AVE NW | WASHINGTON | DC | 20011 | PC | SCHOOL GROWTH SUPPORT | $150,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | STUDENT SCHOLARSHIPS | $500,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | GENERAL OPERATING SUPPORT OF GUN SAFETY PROGRAMS | $10,000 | |
| EXPECTING HEALTH | |||||||
| 4301 CONNECTICUT AVE SUITE 404 | WASHINGTON | DC | 20008 | PC | GENERAL OPERATING SUPPORT OF HEALTH PROGRAMS | $10,000 | |
| FAMILIES IN TRANSITION INC | |||||||
| 16 LEHNER STREET | WOLFEBORO | NH | 03894 | PC | GENERAL OPERATING SUPPORT OF AFFORDABLE HOUSING PROGRAMS | $100,000 | |
| FIRST FRUITS FARM | |||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | PC | SUPPORT OF FACILITY RENOVATIONS | $250,000 | |
| FLATHEAD WARMING CENTER | |||||||
| 889 NORTH MERIDIAN ROAD | KALISPELL | MT | 59901 | PC | GENERAL OPERATING SUPPORT OF PROGRAMS FOR INDIVIDUALS EXPERIENCING HOMELESSNESS | $5,000 | |
| FOOD & FRIENDS | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING SUPPORT OF FOOD PROGRAMS FOR PEOPLE WITH SERIOUS ILLNESSES | $125,000 | |
| FRESHFARM MARKETS INC | |||||||
| 655 NEW YORK AVE NW WE WORK 6TH FLR | WASHINGTON | DC | 20001 | PC | STRATEGIC PLANNING SUPPORT | $172,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION INC | |||||||
| 2724 MERTEN HALL4400 UNIVERSITY | FAIRFAX | VA | 22030 | PC | DC CAP SCHOLARS | $85,745 | DRIVE MS 1A3 |
| GEORGE MASON UNIVERSITY FOUNDATION INC | |||||||
| 2724 MERTEN HALL4400 UNIVERSITY | FAIRFAX | VA | 22030 | PC | DC CAP SCHOLARS | $43,191 | DRIVE MS 1A3 |
| GEORGETOWN DAY SCHOOL INC | |||||||
| 4200 DAVENPORT STREET NW | WASHINGTON | DC | 20016 | PC | "CAN WE" PROJECT | $90,000 | |
| GEORGETOWN DAY SCHOOL INC | |||||||
| 4200 DAVENPORT STREET NW | WASHINGTON | DC | 20016 | PC | DC PREP SCHOLARSHIPS | $259,841 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20007 | PC | ROBERT J. AND ELIZABETH FLANAGAN FAMILY ENDOWED SCHOLARSHIP FUND | $700,000 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20007 | PC | A. JAMES CLARK ENDOWED CHAIR FUND | $1,200,000 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20007 | PC | GEORGETOWN PIVOT PROGRAM | $100,000 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20007 | PC | TECHNICAL ASSISTANCE FOR THE CENTER FOR CHILD AND HUMAN DEVELOPMENT | $325,941 | |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 760 SPRING STREET SUITE 400 | ATLANTA | GA | 30308 | PC | CLARK SCHOLARS PROGRAM | $3,000,000 | |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 760 SPRING STREET SUITE 400 | ATLANTA | GA | 30308 | PC | CLARK SCHOLARS PROGRAM | $166,000 | |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | |||||||
| ONE PARK PLACE SUITE 533 | ATLANTA | GA | 30303 | PC | SUPPORT OF THE NATIONAL INSTITUTE OF STUDENT SUCCESS | $495,421 | |
| GIFFORD YOUTH ACHIEVEMENT CENTER | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | PC | GENERAL OPERATING SUPPORT OF YOUTH PROGRAMS | $50,000 | |
| GIRL SCOUT COUNCIL OF THE NATIONS CAPITAL | |||||||
| 4301 CONNECTICUT AVE NW SUITE M-2 | WASHINGTON | DC | 20008 | PC | FINANCIAL ASSISTANCE FOR GIRL SCOUTS | $50,000 | |
| GREATER DC DIAPER BANK | |||||||
| 8860 MONARD DRIVE | SILVER SPRING | MD | 20910 | PC | GENERAL OPERATING SUPPORT OF BABY AND CAREGIVER PROGRAMS | $325,000 | |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PC | CAPITAL CAMPAIGN SUPPORT | $250,000 | |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| 8 WEST 126TH STREET | NEW YORK | NY | 10027 | PC | GENERAL OPERATING SUPPORT OF YOUTH PROGRAMS | $5,000 | |
| HIGHER ACHIEVEMENT | |||||||
| 1750 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PC | WARD ONE ACHIEVEMENT CENTER FOR SUPPLEMENTAL ACADEMIC SUPPORT | $50,000 | |
| HIRE HEROES USA | |||||||
| 13010 MORRIS ROAD STE 175 | ALPHARETTA | GA | 30004 | PC | MENTORING AND ONLINE TRAINING PROGRAMS | $1,750,000 | |
| HOUSE OF RUTH | |||||||
| 5 THOMAS CIRCLE NW FOURTH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT OF HOUSING AND RECOVERY PROGRAMS | $5,000 | |
| HUMANE SOCIETY OF CALVERT COUNTY | |||||||
| PO BOX 3505 | PRINCE FREDERICK | MD | 20678 | PC | GENERAL OPERATING SUPPORT OF ANIMAL WELFARE PROGRAMS | $10,000 | |
| IRONBOUND BOXING & EDUCATION | |||||||
| 50 HALSEY STREET 204T | NEWARK | NJ | 07102 | PC | GENERAL OPERATING SUPPORT OF VETERANS PROGRAMS | $5,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | PC | THE REACH, PERFORMANCES FOR YOUNG AUDIENCES, AND THE NATIONAL SYMPHONY ORCHESTRA'S YOUNG PEOPLE'S CONCERTS | $600,000 | |
| JOHN'S ISLAND FOUNDATION | |||||||
| 4445 HWY A1A SUITE 232 | VERO BEACH | FL | 32963 | PC | TO SUPPORT CAPITAL PROJECTS IN INDIAN RIVER COUNTY | $100,000 | |
| JUBILEE JUMPSTART | |||||||
| 2525 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT OF YOUTH PROGRAMS | $5,000 | |
| JUST TRYAN IT | |||||||
| 911 LAREDO ROAD | SILVER SPRING | MD | 20901 | PC | FINANCIAL ASSISTANCE FOR FAMILIES WITH CHILDREN RECEIVING CANCER TREATMENT | $75,000 | |
| JUST TRYAN IT | |||||||
| 911 LAREDO ROAD | SILVER SPRING | MD | 20901 | PC | GENERAL OPERATING SUPPORT OF FINANCIAL ASSISTANCE PROGRAMS | $5,000 | |
| KID MUSEUM | |||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | PC | FINANCIAL ASSISTANCE FOR MUSEUM ATTENDEES | $50,000 | |
| KIPP DC PUBLIC CHARTER SCHOOLS | |||||||
| 2600 VIRGINIA AVE NW SUITE 900 | WASHINGTON | DC | 20037 | PC | KIPP THROUGH COLLEGE DC PROGRAMS AND COLLEGE MATCH FUND | $400,000 | |
| LA CLNICA DEL PUEBLO | |||||||
| 2831 15TH STREET NORTHWEST | WASHINGTON | DC | 20009 | PC | CAPACITY-BUILDING SUPPORT OF HEALTH SERVICES | $75,000 | |
| LABRADOR RETRIEVER RESCUE OF FLORIDA | |||||||
| 1950 NE 6TH STREET 10365 | POMPANO BEACH | FL | 33064 | PC | GENERAL OPERATING SUPPORT OF ANIMAL WELFARE PROGRAMS | $5,000 | |
| LATIN AMERICAN YOUTH CENTER | |||||||
| 1419 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PC | CAPACITY-BUILDING AND GENERAL OPERATING SUPPORT OF YOUTH PROGRAMS | $130,000 | |
| LEVINE MUSIC | |||||||
| 2801 UPTON STREET NW | WASHINGTON | DC | 20008 | PC | MUSIC INSTRUCTIONS SCHOLARSHIPS | $75,000 | |
| LITERACY LAB | |||||||
| 1400 16TH STREET NW SUITE 410 | WASHINGTON | DC | 20036 | PC | SUPPORT OF LITERACY PROGRAM EXPANSION | $500,000 | |
| LOST DOG RESCUE FOUNDATION | |||||||
| 6801 WILSON BOULEVARD | FALLS CHURCH | VA | 22044 | PC | GENERAL OPERATING SUPPORT OF ANIMAL WELFARE PROGRAMS | $5,000 | |
| MAMATOTO VILLAGE | |||||||
| 4315 SHERIFF ROAD NORTHEAST | WASHINGTON | DC | 20019 | PC | GENERAL OPERATING SUPPORT AND ORGANIZATIONAL EXPANSION | $215,000 | |
| MARTHA'S TABLE | |||||||
| 2375 ELVANS RD SE | WASHINGTON | DC | 20020 | PC | SUPPORT OF STRATEGIC PLAN IMPLEMENTATION | $200,000 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | PC | GENERAL OPERATING SUPPORT OF FOOD SECUITY PROGRAMS | $5,000 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | PC | GENERAL OPERATING SUPPORT OF FOOD SECUITY PROGRAMS | $250,000 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | PC | GENERAL OPERATING SUPPORT OF FOOD SECUITY PROGRAMS | $5,000 | |
| MARYS CENTER FOR MATERNAL AND CHILD CARE INC | |||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | PC | NURSE FAMILY PARTNERSHIP AND MATERNAL CARE COORDINATION PROGRAMS | $500,000 | |
| MEDSTAR HEALTH INC | |||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | PC | SAFE BABIES, SAFE MOMS HEALTH INITIATIVE | $5,000,000 | |
| MEDSTAR HEALTH INC | |||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | PC | TO DEVELOP A MATERNAL SAFETY SPECTRUM TAXONOMY | $675,000 | |
| MEDSTAR-GEORGETOWN MEDICAL CENTER | |||||||
| 3800 RESERVOIR RD NW | WASHINGTON | DC | 20007 | PC | EARLY CHILDHOOD INNOVATION NETWORK | $750,000 | |
| MID SHORE COMMUNITY FOUNDATION INC | |||||||
| 102 EAST DOVER STREET | EASTON | MD | 21601 | PC | UNITED FUND OF TALBOT COUNTY | $25,000 | |
| MIRIAM'S KITCHEN | |||||||
| 2401 VIRGINIA AVENUE NW | WASHINGTON | DC | 20037 | PC | GENERAL OPERATING SUPPORT OF PROGRAMMING TO END HOMELESSNESS | $160,900 | |
| NATIONAL ACADEMY OF ENGINEERING FUND | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | PC | ENGINEERGIRL PROGRAM | $400,000 | |
| NATIONAL CHILDREN'S MUSEUM | |||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PC | STUDENT FIELD TRIP SUPPORT | $50,000 | |
| NATIONAL KIDNEY FOUNDATION INC | |||||||
| 11307 YORK ROAD 232 | COCKEYSVILLE | MD | 21030 | PC | GENERAL OPERATING SUPPORT OF HEALTH PROGRAMS | $5,000 | |
| NATIONAL LINKS TRUST | |||||||
| 331 7TH ST NE | WASHINGTON | DC | 20002 | PC | FACILITY RENOVATIONS | $250,000 | |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | PC | EDUCATOR TRAININGS AND CLASSROOM OUTREACH RESOURCES | $120,000 | |
| NATIONAL PARK TRUST | |||||||
| 401 E JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | PC | GENERAL OPERATING SUPPORT OF YOUTH PROGRAMMING AT WASHINGTON JESUIT ACADEMY | $20,000 | |
| NATIONAL SOCIETY OF BLACK ENGINEERS | |||||||
| 205 DAINGERFIELD ROAD | ALEXANDRIA | VA | 22314 | PC | 50K COALITION | $761,258 | |
| NATIONAL WORLD WAR II MUSEUM INC | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | PC | CAPITAL CAMPAIGN SUPPORT | $333,333 | |
| NEW FUTURES | |||||||
| 609 H STREET NE SUITE 500 | WASHINGTON | DC | 20002 | PC | SCALING EDUCATIONAL PROGRAM | $400,000 | |
| NORTH CAROLINA A&T STATE UNIVERSITY | |||||||
| 1601 EAST MARKET STREET | GREENSBORO | NC | 27411 | PC | COLLEGE OF ENGINEERING SCHOLARSHIPS | $1,000,000 | |
| OPERATION HOMEFRONT | |||||||
| 1355 CENTRAL PARKWAY SOUTH SUITE | SAN ANTONIO | TX | 78232 | PC | SUPPORT FOR VETERANS TRANSITIONAL HOUSING PROGRAMS | $2,000,000 | 100 |
| OPERATION OPPORTUNITY FOUNDATION | |||||||
| 1012 14TH STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | PC | CAPACITY-BUILDING SUPPORT OF COLLEGE PREPARATORY PROGRAMS | $1,100,000 | |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | GENERAL OPERATING SUPPORT OF RESEARCH AT THE DANA-FARBER CANCER INSTITUTE | $5,000 | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 212 THE 103 BUILDING | UNIVERSITY PARK | PA | 16802 | PC | CLARK SCHOLARS PROGRAM | $3,000,000 | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 212 THE 103 BUILDING | UNIVERSITY PARK | PA | 16802 | PC | CLARK SCHOLARS PROGRAM | $96,499 | |
| PGA TOUR FIRST TEE FOUNDATION INC | |||||||
| 13000 SAWGRASS VILLAGE CIRCLE | PONTE VEDRA BEACH | FL | 32082 | PC | GENERAL OPERATING SUPPORT OF DC PROGRAMMING | $100,000 | BUILDING 4 |
| PGA TOUR FIRST TEE FOUNDATION INC | |||||||
| 13000 SAWGRASS VILLAGE CIRCLE | PONTE VEDRA BEACH | FL | 32082 | PC | FIRST TEE COLLEGE SCHOLARSHIP PROGRAM | $400,000 | BUILDING 4 |
| PICKERING CREEK AUDUBON CENTER | |||||||
| 11450 AUDUBON LANE | EASTON | MD | 21601 | PC | PROPERTY ACQUISITION | $100,000 | |
| POTOMAC COMMUNITY RESOURCES INC | |||||||
| 9200 KENTSDALE DRC | POTOMAC | MD | 20854 | PC | GENERAL OPERATING SUPPORT OF INCLUSION PROGRAMMING | $5,000 | |
| PROJECT TRANSFORMATION DC | |||||||
| 25 53RD STREET NORTHEAST | WASHINGTON | DC | 20019 | PC | GENERAL OPERATING SUPPORT OF ENRICHMENT PROGRAMS | $5,000 | |
| PROVIDENCE MINISTRIES FOR THE NEEDY | |||||||
| 51 HAMILTON ST | HOLYOKE | MA | 01040 | PC | VEHICLE PURCHASE | $22,000 | |
| READING PARTNERS | |||||||
| 3939 BENNING ROAD NE | WASHINGTON | DC | 20019 | PC | GENERAL OPERATING SUPPORT OF LITERACY PROGRAMS | $25,000 | |
| RECLAIM CHILDHOOD | |||||||
| 45 PROSPECT STREET | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT OF REFUGEE SUPPORT PROGRAMS | $10,000 | |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE INDIAN RESE | SD | 57770 | PC | GENERAL OPERATING SUPPORT OF ACADEMIC PROGRAMS | $5,000 | |
| ROBERTO CLEMENTE - SANTA ANA HEALTH CLINIC | |||||||
| 105 W MONUMENT STREET | BALTIMORE | MD | 21201 | PC | GENERAL OPERATING SUPPORT OF HEALTH CARE AND WELLNESS SERVICES | $10,000 | |
| ROUND HOUSE THEATRE | |||||||
| 4545 EAST-WEST HIGHWAY | BETHESDA | MD | 20814 | PC | GENERAL OPERATING SUPPORT OF ARTISTIC AND EDUCATIONAL PROGRAMS | $50,000 | |
| SAFE SHORES | |||||||
| 429 O STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT OF CHILD PROTECTIVE SERVICES | $25,000 | |
| SAGA EDUCATION | |||||||
| 13 HICKORY HILL LANE | FRAMINGHAM | MA | 01701 | PC | SUPPORT TUTORING PROGRAMS IN DC SCHOOLS | $120,000 | |
| SAGA EDUCATION | |||||||
| 13 HICKORY HILL LANE | FRAMINGHAM | MA | 01701 | PC | SUPPORT TUTORING PROGRAMS IN DC SCHOOLS | $375,000 | |
| SAINTS PETER & PAUL CHURCH & SCHOOL | |||||||
| 7906 OCEAN GATEWAY | EASTON | MD | 21601 | PC | CAPITAL CAMPAIGN SUPPORT | $500,000 | |
| SAMARITAN INNS | |||||||
| 2523 14TH ST NW | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING SUPPORT OF HOUSING, TREATMENT AND RECOVERY SERVICES | $250,000 | |
| SAMARITAN INNS | |||||||
| 2523 14TH ST NW | WASHINGTON | DC | 20009 | PC | WOMEN'S TRANSITION PROGRAM, LEADERSHIP TRANSITION AND STAFF SUPPORT | $575,000 | |
| SCHOOL LEADER LAB | |||||||
| PO BOX 96503 PMB 40627 | WASHINGTON | DC | 20090 | PC | SUPPORT FOR SCHOOL STAFF TRAINING | $250,000 | |
| SEVERN RIVER ASSOCIATION | |||||||
| PO BOX 146 | ANNAPOLIS | MD | 21404 | PC | GENERAL OPERATING SUPPORT OF CONSERVATION PROGRAMS | $25,000 | |
| SEVERN RIVER ASSOCIATION | |||||||
| PO BOX 146 | ANNAPOLIS | MD | 21404 | PC | GENERAL OPERATING SUPPORT OF CONSERVATION PROGRAMS | $5,000 | |
| SHEPHERD'S TABLE | |||||||
| 8106 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | PC | TUITION ASSISTANCE FOR LOW-INCOME STUDENTS | $50,000 | |
| SHEPHERD FOUNDATION LTD | |||||||
| 7315 WISCONSIN AVE 603E | BETHESDA | MD | 20814 | PC | TUITION ASSISTANCE FOR LOW-INCOME STUDENTS | $100,000 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | MATERNAL HEALTH ACCES PROGRAM | $2,571,711 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | ELEVATE ORTHOPAEDIC PATIENT CARE | $1,100,839 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | EXPAND PEDIATRIC PROTON THERAPY CARE | $101,152 | |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | ROBERT L. SMITH SCHOLARSHIP ENDOWMENT | $500,000 | |
| SOME INC | |||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | PC | CAPACITY-BUILDING SUPPORT OF ANTI-POVERTY PROGRAMS | $225,177 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CAPITAL CAMPAIGN SUPPORT | $1,000,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 2 PENN CENTER 1500 JFK BLVD STE | PHILADELPHIA | PA | 19102 | PC | GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS | $140,000 | 1160 |
| SPRINGBOARD COLLABORATIVE | |||||||
| 2 PENN CENTER 1500 JFK BLVD STE | PHILADELPHIA | PA | 19102 | PC | GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS | $50,000 | 1160 |
| ST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILIES | |||||||
| 4901 EASTERN AVENUE | HYATTSVILLE | MD | 20782 | PC | FACILITY RENOVATIONS | $125,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL OPERATING SUPPORT OF CANCER RESEARCH PROGRAMS | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL OPERATING SUPPORT OF CANCER RESEARCH PROGRAMS | $5,000 | |
| ST MICHAELS COMMUNITY CENTER | |||||||
| 103 RAILROAD AVENUE | ST MICHAELS | MD | 21663 | PC | FACILITY RENOVATIONS | $250,000 | |
| STATESMEN COLLEGE PREPARATORY ACADEMY FOR BOYS | |||||||
| 4600 LIVINGSTON ROAD SE | WASHINGTON | DC | 20032 | PC | GENERAL OPERATING AND CAPACITY-BUILDING SUPPORT | $400,000 | |
| STEVENS INSTITUTE OF TECHNOLOGY | |||||||
| ONE CASTLE POINT ON THE HUDSON | HOBOKEN | NJ | 07030 | PC | CLARK SCHOLARS PROGRAM | $150,000 | |
| STEVENS INSTITUTE OF TECHNOLOGY | |||||||
| ONE CASTLE POINT ON THE HUDSON | HOBOKEN | NJ | 07030 | PC | CLARK SCHOLARS PROGRAM | $3,000,000 | |
| SUBURBAN HOSPITAL FOUNDATION | |||||||
| 8600 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | PC | CAPITAL CAMPAIGN | $2,000,000 | |
| TALBOT HOSPICE FOUNDATION INC | |||||||
| 586 CYNWOOD DR | EASTON | MD | 21601 | PC | GENERAL OPERATING SUPPORT OF HOSPICE CARE PROGRAMS | $10,000 | |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DRIVE 200 | LOS ANGELES | CA | 90025 | PC | SUPPORT CAPACITY BUILDING AND STRATEGIC GROWTH OF THE TRADES ACADEMY | $1,825,000 | |
| THE COMMIT FOUNDATION | |||||||
| 280 WEST KAGY BOULEVARD SUITE D313 | BOZEMAN | MT | 80401 | PC | SUPPORT OF VETERANS TRANSITION PROGRAMS | $1,300,000 | |
| THE ECONOMIC CLUB OF WASHINGTON DC | |||||||
| 1601 K STREET NW 210 | WASHINGTON | DC | 20006 | PC | DC SCHOLARSHIP PROGRAM | $100,000 | |
| THE HEADSTRONG PROJECT | |||||||
| 530 7TH AVENUE SUITE 1406 | NEW YORK | NY | 10018 | PC | STRATEGIC GROWTH AND CAPACITY-BUILDING SUPPORT | $1,000,000 | |
| THE MISSION CONTINUES | |||||||
| C/O ALEX KLEIN1141 S 7TH ST | ST LOUIS | MO | 63104 | PC | SERVICE LEADERSHIP CORPS AND WOMEN VETERANS LEADERSHIP PROGRAM | $1,750,000 | |
| THIRD OPTION FOUNDATION | |||||||
| 12007 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20191 | PC | SUPPORT OF VETERANS PROGRAMS | $2,000,000 | 105 |
| THURGOOD MARSHALL COLLEGE FUND | |||||||
| 901 F ST NW SUITE 300 | WASHINGTON | DC | 20004 | PC | THE PITCH COMPETITION | $375,000 | |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE STREET | DOYLESTOWN | PA | 18901 | PC | GENERAL OPERATING SUPPORT OF VETERANS PROGRAMS | $750,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | CLARK SCHOLARS PROGRAM | $3,000,000 | |
| UNITED STATES SOCCER FEDERATION FOUNDATION INC | |||||||
| 1140 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | DC MINI-PITCH INITIATIVE | $250,000 | 1200 |
| UNITED STATES SOCCER FEDERATION FOUNDATION INC | |||||||
| 1140 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | SOCCER FOR SUCCESS PROGRAM | $100,000 | 1200 |
| UNITED WAY OF INDIAN RIVER COUNTY | |||||||
| 1836 14TH AVENUE | VERO BEACH | FL | 32960 | PC | GENERAL OPERATING SUPPORT OF SOCIAL SERVICES | $25,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | CLARK DISTINGUISHED CHAIRS | $556,870 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | CLARK DISTINGUISHED CHAIRS | $4,000,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | CLARK LEADERSHIP CHAIRS | $80,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | CLARK LEADERSHIP CHAIRS | $2,000,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | MARYLAND PROMISE PROGRAM | $5,290,241 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | MARYLAND PROMISE PROGRAM | $455,728 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | MARYLAND PROMISE PROGRAM | $626,832 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | KIM BUILDING ADDITION | $20,000,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | CLARK MARKETING & COMMUNICATIONS FUND | $750,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | NEW ENGINEERING FACILITIES | $4,000,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | CENTER FOR MINORITIES IN SCIENCE AND ENGINEERING | $1,300,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | CENTER FOR MINORITIES IN SCIENCE AND ENGINEERING | $3,000,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | A. JAMES CLARK SCHOOL OF ENGINEERING DEANS FUND | $200,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 1101 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 20742 | PC | CLARK ENDOWED DISCRETIONARY FUND IN ENGINEERING | $500,000 | |
| UNIVERSITY OF VIRGINIA | |||||||
| 351 MCCORMICK ROAD THORNTON HALL RM | CHARLOTTESVILLE | VA | 22904 | PC | CLARK SCHOLARS PROGRAM | $3,000,000 | A124H |
| UPWARD BOUND FOUNDATION INCORPORATED | |||||||
| 12008 GREAT ELM DR | POTOMAC | MD | 20854 | PC | SUPPORT FOR PHONICS INTERVENTION TOOL | $50,000 | |
| URBAN ALLIANCE FOUNDATION INC | |||||||
| 2030 Q STREET NW | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING AND COMMUNICATIONS SUPPORT | $140,000 | |
| VANDERBILT UNIVERSITY | |||||||
| VU STATION B 357727 2301 VANDERBILT | NASHVILLE | TN | 37235 | PC | CLARK SCHOLARS PROGRAM | $119,000 | PLACE |
| VANDERBILT UNIVERSITY | |||||||
| VU STATION B 357727 2301 VANDERBILT | NASHVILLE | TN | 37235 | PC | CLARK SCHOLARS PROGRAM | $3,000,000 | PLACE |
| VIRGINIA TECH FOUNDATION | |||||||
| 902 PRICES FORK ROAD SUITE 4500 | BLACKSBURG | VA | 24061 | PC | CLARK SCHOLARS PROGRAM | $888,738 | |
| VIRGINIA TECH FOUNDATION | |||||||
| 902 PRICES FORK ROAD SUITE 4500 | BLACKSBURG | VA | 24061 | PC | CLARK SCHOLARS PROGRAM | $57,000 | |
| WARRIOR REUNION FOUNDATION | |||||||
| PO BOX 5796 | LUTHERVILLE TIMONIUM | MD | 21094 | PC | CAPACITY-BUILDING AND ACADEMIC PROGRAM SUPPORT | $100,000 | |
| WASHINGTON ENGLISH CENTER | |||||||
| 401 9TH STREET NW SUITE C100 | WASHINGTON | DC | 20004 | PC | GENERAL OPERATING SUPPORT OF TUTORING PROGRAMS | $10,000 | |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM STREET NE | WASHINGTON | DC | 20017 | PC | CAPITAL CAMPAIGN SUPPORT | $1,543,054 | |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM STREET NE | WASHINGTON | DC | 20017 | PC | HEADMASTER'S RESERVE FUND | $50,000 | |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM STREET NE | WASHINGTON | DC | 20017 | PC | HEADMASTER'S CURRENT USE FUND | $50,000 | |
| WASHINGTON NATIONALS YOUTH BASEBALL ACADEMY | |||||||
| 3675 ELY PLACE SE | WASHINGTON | DC | 20019 | PC | YOUTH BASEBALL ACADEMY PLAY PROGRAM | $50,000 | |
| WESTFIELD TECHNICAL ACADEMY FOUNDATION | |||||||
| 59 LLEWELLYN DRIVE | WESTFIELD | MA | 01085 | PC | SUPPORT FOR CARPENTRY PROGRAM | $400,000 | |
| WHITMAN-WALKER FOUNDATION INC | |||||||
| 1377 R STREET NORTHWESTRNSUITE | WASHINGTON | DC | 20009 | PC | CAPACITY BUILDING SUPPORT OF THE WHITMAN-WALKER CLINIC | $100,000 | |
| WILDERNESS LEADERSHIP AND LEARNING INC | |||||||
| 1758 PARK ROAD NW | WASHINGTON | DC | 20010 | PC | GENERAL OPERATING SUPPORT OF EXPERIENTIAL YOUTH LEARNING OPPORTUNITIES | $10,000 | |
| WORKSHOPS FOR WARRIORS | |||||||
| 2970 MAIN STREET | SAN DIEGO | CA | 92113 | PC | CONSTRUCTION OF A NEW FACILITY | $4,300,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PC | SUPPORT THE CLOSER TO FREE FUND AT SMILOW CANCER HOSPITAL | $10,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF THE CHESAPEAKE INC | |||||||
| 111-1 E DOVER STREET | EASTON | MD | 21601 | PC | GENERAL OPERATING SUPPORT OF SOCIAL SERVICES | $25,000 | |
| YOUTH INVEST PARTNERS | |||||||
| 1201 15TH ST NW SUITE 510 | WASHINGTON | DC | 20005 | PC | STRATEGIC PLANNING IMPLEMENTATION | $750,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,828,939 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ATLANTA UNIVERSITY CENTER CONSORTIUM | |||||||
| 156 MILDRED STREET | ATLANTA | GA | 30314 | PC | SUPPORT FOR ENGINEERING INITIATIVES | $650,000 | |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | ENDOWED PROFESSORSHIPS | $1,250,000 | |
| EL HAYNES PUBLIC CHARTER SCHOOL | |||||||
| 4501 KANSAS AVE NW | WASHINGTON | DC | 20011 | PC | SCHOOL GROWTH SUPPORT | $350,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | STUDENT SCHOLARSHIPS | $1,500,000 | |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PC | CAPITAL CAMPAIGN SUPPORT | $500,000 | |
| HIRE HEROES USA | |||||||
| 13010 MORRIS ROAD STE 175 | ALPHARETTA | GA | 30004 | PC | MENTORING AND ONLINE TRAINING PROGRAMS | $1,500,000 | |
| JUST TRYAN IT | |||||||
| 911 LAREDO ROAD | SILVER SPRING | MD | 20901 | PC | FINANCIAL ASSISTANCE FOR FAMILIES WITH CHILDREN RECEIVING CANCER TREATMENT | $75,000 | |
| MEDSTAR HEALTH INC | |||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | PC | TO DEVELOP A MATERNAL SAFETY SPECTRUM TAXONOMY | $125,000 | |
| NATIONAL PARK TRUST | |||||||
| 401 E JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | PC | GENERAL OPERATING SUPPORT OF YOUTH PROGRAMMING AT WASHINGTON JESUIT ACADEMY | $40,000 | |
| OPERATION HOMEFRONT | |||||||
| 1355 CENTRAL PARKWAY SOUTH SUITE | SAN ANTONIO | TX | 78232 | PC | SUPPORT FOR VETERANS TRANSITIONAL HOUSING PROGRAMS | $2,000,000 | 100 |
| SAGA EDUCATION | |||||||
| 13 HICKORY HILL LANE | FRAMINGHAM | MA | 01701 | PC | SUPPORT TUTORING PROGRAMS IN DC SCHOOLS | $250,000 | |
| SCHOOL LEADER LAB | |||||||
| PO BOX 96503 PMB 40627 | WASHINGTON | DC | 20090 | PC | SUPPORT FOR SCHOOL STAFF TRAINING | $100,000 | |
| ST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILIES | |||||||
| 4901 EASTERN AVENUE | HYATTSVILLE | MD | 20782 | PC | FACILITY RENOVATIONS | $125,000 | |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DRIVE 200 | LOS ANGELES | CA | 90025 | PC | SUPPORT CAPACITY BUILDING AND STRATEGIC GROWTH OF THE TRADES ACADEMY | $4,675,000 | |
| THE COMMIT FOUNDATION | |||||||
| 280 WEST KAGY BOULEVARD SUITE D313 | BOZEMAN | MT | 80401 | PC | SUPPORT OF VETERANS TRANSITION PROGRAMS | $1,300,000 | |
| THE ECONOMIC CLUB OF WASHINGTON DC | |||||||
| 1601 K STREET NW 210 | WASHINGTON | DC | 20006 | PC | DC SCHOLARSHIP PROGRAM | $100,000 | |
| THE HEADSTRONG PROJECT | |||||||
| 530 7TH AVENUE SUITE 1406 | NEW YORK | NY | 10018 | PC | STRATEGIC GROWTH AND CAPACITY-BUILDING SUPPORT | $750,000 | |
| THIRD OPTION FOUNDATION | |||||||
| 12007 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20191 | PC | SUPPORT OF VETERANS PROGRAMS | $2,000,000 | 105 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE STREET | DOYLESTOWN | PA | 18901 | PC | GENERAL OPERATING SUPPORT OF VETERANS PROGRAMS | $750,000 | |
| WORKSHOPS FOR WARRIORS | |||||||
| 2970 MAIN STREET | SAN DIEGO | CA | 92113 | PC | CONSTRUCTION OF A NEW FACILITY | $1,200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $19,240,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,768,240 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,023,464 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,323,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,468,649 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,468,649 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ALICE B CLARK REVOCABLE TRUST | |||||||
| 1 | 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | $310,906,174 | Yes (X) | Yes (X) |
| ALICE B CLARK | |||||||
| 2 | 4445 WILLARD AVENUE SUITE 740 | CHEVY CHASE | MD | 20815 | $13,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CERBERUS PARTNERS LP | $313,197 | 2022-10-05 |
| 1 | LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC | $32,703 | 2022-09-02 |
| 1 | STARK SELECT ASSET FUND LLC | $5,078 | 2022-10-05 |
| 1 | SEVENSAOI CAPITAL II LLC | $1,377,965 | 2022-10-05 |
| 1 | WHALE ROCK LONG OPPORTUNITIES FUND | $1,287,746 | 2022-10-05 |
| 1 | HOUND PARTNERS RECEIVABLE | $279,555 | 2022-06-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL SERVICES | CategoryTxt |
| Amt | $73,886 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $73,886 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF PART XIV LINE 3A | GRANTS ARE NEITHER MADE TO INDIVIDUALS NOR TO ORGANIZATIONS WHICH AREN'T NON-PROFIT AND TAX-EXEMPT. GRANTS ARE MADE ONLY T0 U.S. QUALIFIED PUBLIC CHARITIES. | |
| FORM 990-PF, PART I, LINE 3(B) | CLARK CHARITABLE FOUNDATION, INC. ELECTS TO AMORTIZE BOND PREMIUM BY OFFSETTING INTEREST INCOME PURSUANT TO 26 CFR 1.171-4. | ELECTION TO AMORTIZE BOND PREMIUM |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK NA CINCINNATI - 90331HPF4 MEDIUM TERM NOTE 1.950 01/09/2023 | $3,500,006 | $3,498,495 |
| BANK OF AMERICA CORP - 06051GEU9 MEDIUM TERM NOTE 3.300 01/11/2023 | $3,851,329 | $3,848,691 |
| CAPITAL ONE FINANCIAL CO - 14040HBU8 3.200 01/30/2023 | $3,860,208 | $3,860,000 |
| AMERICAN EXPRESS CO - 025816BS7 3.400 02/27/2023 | $3,003,307 | $2,997,810 |
| JOHN DEERE CAPITAL CORP - 24422ETG4 MEDIUM TERM NOTE 2.800 03/06/2023 | $3,865,015 | $3,846,374 |
| MCDONALDS CORP - 58013MFE9 MEDIUM TERM NOTE 3.350 04/01/2023 | $3,858,018 | $3,835,486 |
| NIKE INC - 654106AC7 2.250 05/01/2023 | $2,941,448 | $2,918,001 |
| IBM CORP - 459200HP9 - 459200HP9 3.375 08/01/2023 | $3,868,506 | $3,812,655 |
| HONEYWELL INTERNATIONAL - 438516BD7 3.350 12/01/2023 | $3,520,544 | $3,452,470 |
| BLACKROCK ADVANTAGE COREALPHA BOND FUND CLASS I | $2,662,527 | $2,287,128 |
| GS SHORT DURATION BOND FUND CLASS P | $2,294,806 | $2,130,952 |
| PIMCO INCOME FUND INSTITUTIONAL | $2,061,030 | $1,800,698 |
| BROWN ADV SUSTAIN BND INST - BAISX | $51,050,513 | $43,333,081 |
| BROWN ADVISORY MORT SEC INS - BAFZX | $21,000,000 | $18,159,492 |
| VANGUARD SHORT TERM BOND INDEX - VBIRX | $40,088,866 | $37,324,782 |
| VANGUARD SHORT TERM GOVT BD IDX - VSBSX | $14,543,054 | $14,269,216 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (142 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - ABBV | $1,637,640 | $2,104,970 |
| AMERICAN TOWER CORP - AMT | $1,071,164 | $877,524 |
| ANALOG DEVICES INC - ADI | $1,226,966 | $1,298,626 |
| APPLE INC COM - AAPL | $1,964,163 | $1,667,262 |
| AUTOMATIC DATA PROCESSING - ADP | $1,944,610 | $2,192,735 |
| BEST BUY CO INC - BBY | $1,442,313 | $1,169,943 |
| BLACKSTONE GROUP INC CLASS A - BX | $2,529,131 | $1,591,895 |
| BROADCOM INC - AVGO | $2,144,277 | $2,270,068 |
| CARRIER GLOBAL CORPORATION COM - CARR | $1,137,611 | $950,813 |
| CISCO SYSTEMS INC - CSCO | $1,510,782 | $1,297,857 |
| COGENT COMMUNICATIONS HOLDIN - CCOI | $1,063,418 | $924,867 |
| COMCAST CORP CLASS A - CMCSA | $1,962,093 | $1,289,344 |
| CUMMINS INC COM - CMI | $1,395,607 | $1,495,414 |
| CVS HEALTH CORP - CVS | $1,739,383 | $1,693,076 |
| DOMINION ENERGY INC - D | $1,967,736 | $1,525,274 |
| DOW INC - DOW | $1,008,147 | $833,098 |
| EASTERN BANKSHARES INC - EBC | $1,317,454 | $1,106,260 |
| GILEAD SCIENCES INC - GILD | $922,359 | $1,170,221 |
| HANNON ARMSTRONG SUSTAINABLE - HASI | $691,198 | $583,947 |
| HOME DEPOT INC - HD | $1,605,333 | $1,520,234 |
| INTUIT INC - INTU | $2,545,240 | $1,880,322 |
| MASTERCARD INC - MA | $1,805,613 | $1,762,991 |
| MERCK CO INC - MRK | $1,646,580 | $2,289,897 |
| MICROSOFT CORP COM - MSFT | $2,741,773 | $2,261,503 |
| PEPSICO INC - PEP | $1,761,644 | $1,938,120 |
| PROCTER GAMBLE CO - PG | $1,830,678 | $1,843,121 |
| STARBUCKS CORP - SBUX | $1,456,707 | $1,428,678 |
| T ROWE PRICE GROUP INC - TROW | $1,628,324 | $1,007,714 |
| TARGET CORP - TGT | $2,004,274 | $1,352,538 |
| UNITED PARCEL SERVICE INC CL B - UPS | $1,582,969 | $1,433,832 |
| UNITEDHEALTH GROUP INC COM - UNH | $1,474,401 | $1,753,305 |
| WP CAREY INC - WPC | $1,254,181 | $1,253,292 |
| ACCENTURE PLC IRELAND SHS CLASS A - ACN | $1,422,350 | $1,147,145 |
| CHUBB LIMITED COM - CB | $1,599,736 | $1,847,966 |
| LINDE PLC SHS - LIN | $1,773,774 | $1,827,587 |
| MEDTRONIC PLC SHS - MDT | $1,101,476 | $726,760 |
| NOVARTIS AG A D R - NVS REPSTG 1 ORD SH | $1,579,321 | $1,636,589 |
| TAIWAN SEMICONDUCTOR A D R - TSM REPSTG 5 ORD SHS | $1,371,728 | $855,294 |
| UNILEVER PLC SPONSORED A D R - UL REPSTG 1 ORD SH | $1,210,241 | $1,366,348 |
| ACADIA HEALTHCARE COMPANY INC CMN (ACHC) | $7,714 | $18,440 |
| ACCURAY INCORPORATED CMN (ARAY) | $4,994 | $2,126 |
| ADEIA INC. CMN (ADEA) | $5,692 | $5,555 |
| AMNEAL PHARMACEUTICALS, INC. CMN (AMRX) | $7,204 | $1,258 |
| ARCOSA INC CMN (ACA) | $3,293 | $2,989 |
| ATRICURE, INC CMN (ATRC) | $1,747 | $4,394 |
| AVANOS MEDICAL INC CMN (AVNS) | $4,664 | $4,167 |
| AVERY DENNISON CORPORATION CMN (AVY) | $9,781 | $15,204 |
| BABCOCK & WILCOX ENTERPRISES, CMN (BW) | $8,068 | $6,399 |
| BANKUNITED INC CMN (BKU) | $7,795 | $9,614 |
| BLOOM ENERGY CORP CMN CLASS A (BE) | $2,182 | $4,818 |
| BOX, INC. CMN CLASS A (BOX) | $2,846 | $5,292 |
| BREAD FINANCIAL HOLDINGS INC CMN (BFH) | $4,255 | $2,260 |
| CALERES, INC CMN (CAL) | $3,354 | $3,218 |
| CARDIOVASCULAR SYSTEMS INC CMN (CSII) | $4,541 | $1,880 |
| CEVA, INC. CMN (CEVA) | $4,540 | $3,607 |
| CHARLES RIV LABS INTL INC CMN (CRL) | $3,993 | $8,062 |
| CHICO'S FAS, INC. CMN (CHS) | $3,148 | $1,934 |
| CHILDREN'S PLACE INC (THE) INC (PLCE) | $7,062 | $3,096 |
| CIENA CORPORATION CMN (CIEN) | $6,815 | $15,039 |
| CLEAN HARBORS INC CMN (CLH) | $4,133 | $8,787 |
| CLEVELAND-CLIFFS INC. CMN (CLF) | $7,853 | $11,664 |
| CNX RESOURCES CORP CMN (CNX) | $4,477 | $5,456 |
| COHERENT CORP CMN (COHR) | $2,872 | $2,562 |
| COMERICA INCORPORATED CMN (CMA) | $7,963 | $10,197 |
| CONDUENT INCORPORATED CMN (CNDT) | $14,404 | $9,501 |
| CROWN HOLDINGS INC CMN (CCK) | $8,765 | $14,880 |
| CYTOSORBENTS CORPORATION CMN (CTSO) | $2,211 | $381 |
| DEVON ENERGY CORPORATION (NEW) CMN (DVN) | $4,253 | $15,193 |
| DIEBOLD NIXDORF INC CMN DIEBOLD NIXDORF INC (DBD) | $4,831 | $670 |
| DRIL-QUIP, INC. CMN (DRQ) | $5,156 | $3,722 |
| EMCORE CORPORATION CMN (EMKR) | $2,492 | $387 |
| ENERPAC TOOL GROUP CORP CMN (EPAC) | $4,486 | $4,861 |
| ENTEGRIS, INC. CMN (ENTG) | $1,644 | $1,181 |
| HAEMONETICS CORPORATION CMN (HAE) | $6,723 | $9,753 |
| HAIN CELESTIAL GROUP, INC. (TH CMN (HAIN) | $5,267 | $3,252 |
| HARSCO CORPORATION CMN (HSC) | $10,807 | $3,812 |
| HUNTINGTON BANCSHARES INCORPOR CMN (HBAN) | $9,489 | $9,779 |
| INFINERA CORPORATION CMN (INFN) | $4,443 | $3,761 |
| ITRON, INC. CMN (ITRI) | $7,876 | $6,635 |
| KAR AUCTION SERVICES, INC. CMN (KAR) | $8,728 | $6,943 |
| KBR, INC. CMN (KBR) | $5,424 | $18,469 |
| KYNDRYL HOLDINGS INC CMN (KD) | $9,973 | $6,550 |
| MACOM TECHNOLOGY SOLUTIONS CMN (MTSI) | $5,273 | $16,312 |
| MARKFORGED HOLDING CORPORATION CMN (MKFG) | $2,394 | $522 |
| MERCURY SYSTEMS INC CMN (MRCY) | $3,249 | $3,087 |
| MOLINA HEALTHCARE, INC. CMN (MOH) | $2,729 | $12,548 |
| NEW RELIC, INC. CMN (NEWR) | $7,686 | $7,959 |
| NLIGHT, INC. CMN (LASR) | $1,668 | $1,389 |
| ODP CORP/THE CMN (ODP) | $3,366 | $5,510 |
| OIL STATES INTERNATIONAL, INC. CMN (OIS) | $3,771 | $3,469 |
| ONESPAN, INC. CMN (OSPN) | $4,188 | $3,122 |
| ORASURE TECHNOLOGIES, INC. CMN (OSUR) | $4,980 | $2,400 |
| ORMAT TECHNOLOGIES, INC. CMN (ORA) | $13,107 | $16,604 |
| OSI SYSTEMS, INC. CMN (OSIS) | $4,095 | $4,930 |
| PATTERSON COMPANIES INC CMN (PDCO) | $3,525 | $4,317 |
| PATTERSON-UTI ENERGY, INC. ORD CMN REG OFFER 23054738 (PTEN) | $3,139 | $3,082 |
| QUANTUM CORPORATION CMN (QMCO) | $8,799 | $1,711 |
| RAMBUS INC CMN (RMBS) | $6,608 | $21,492 |
| RESIDEO TECHNOLOGIES INC. CMN (REZI) | $10,672 | $11,729 |
| RIBBON COMMUNICATIONS INC CMN (RBBN) | $3,891 | $1,956 |
| SEAWORLD ENTERTAINMENT, INC. CMN (SEAS) | $1,532 | $5,351 |
| SPIRIT AEROSYSTEMS HOLDINGS INC CMN (SPR) | $5,774 | $3,108 |
| STANDARD BIOTOOLS INC CMN (LAB) | $6,029 | $1,055 |
| STERICYCLE, INC. CMN (SRCL) | $9,195 | $8,880 |
| TELEDYNE TECHNOLOGIES INCORPOR CMN (TDY) | $3,769 | $5,999 |
| TEMPUR SEALY INTERNATIONAL INC CMN (TPX) | $3,108 | $9,132 |
| TETRA TECHNOLOGIES INC (DEL) CMN (TTI) | $3,132 | $2,678 |
| TEXAS CAPITAL BANCSHARES, INC. CMN (TCBI) | $8,841 | $10,434 |
| TREEHOUSE FOODS, INC. CMN (THS) | $6,988 | $8,592 |
| TWIN DISC INCORPORATED CMN (TWIN) | $2,548 | $953 |
| UNISYS CORPORATION CMN (UIS) | $12,615 | $4,671 |
| VALMONT INDUSTRIES INC CMN (VMI) | $3,557 | $7,949 |
| VAREX IMAGING CORPORATION CMN (VREX) | $3,686 | $3,410 |
| VARONIS SYSTEMS, INC. CMN (VRNS) | $1,876 | $2,538 |
| VEECO INSTRUMENTS INC CMN (VECO) | $10,481 | $10,999 |
| VERINT SYSTEMS INC. CMN (VRNT) | $5,898 | $8,562 |
| VIASAT, INC CMN (VSAT) | $11,671 | $10,318 |
| VIAVI SOLUTIONS, INC. CMN (VIAV) | $4,869 | $5,276 |
| VISTRA CORP CMN (VST) | $7,980 | $9,698 |
| XPERI INC. CMN (XPER) | $10,098 | $4,236 |
| CHATHAM LODGING TRUST CMN (CLDT) | $2,681 | $2,468 |
| RLJ LODGING TRUST CMN (RLJ) | $2,755 | $2,171 |
| SUNSTONE HOTEL INVESTORS INC. CMN (SHO) | $2,750 | $2,282 |
| AERCAP HOLDINGS NV ORD CMN (AER) | $6,787 | $13,180 |
| COGNYTE SOFTWARE LTD CMN (CGNT) | $11,601 | $2,329 |
| CRITEO SPONSORED ADR CMN (CRTO) | $8,589 | $16,880 |
| INNOVIZ TECHNOLOGIES LTD. CMN (INVZ) | $3,137 | $2,625 |
| INTERNATIONAL GAME TECHNOLOGY PLC CMN (IGT) | $8,695 | $14,855 |
| RADWARE LTD. CMN (RDWR) | $5,271 | $4,148 |
| STRATASYS LTD CMN (SSYS) | $10,046 | $6,713 |
| TECHNIPFMC PLC CMN (FTI) | $4,353 | $7,204 |
| WIX.COM LTD CMN (WIX) | $3,849 | $4,610 |
| ISHARES S&P 500 INDEX FUND CLASS G (BSPGX) | $5,785,836 | $7,989,641 |
| SPDR S&P 500 ETF TRUST (SPY) | $1,261,376 | $1,609,846 |
| FIDELITY LARGE CAP VALUE INDEX FUND (FLCOX) | $540,436 | $630,720 |
| ISHARES RUSSELL 2000 ETF (IWM) | $566,127 | $652,804 |
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES (BTMKX) | $3,390,334 | $3,148,837 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND INSTITUTIONAL (GQGIX) | $781,641 | $711,380 |
| STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS (SSKEX) | $776,551 | $640,324 |
| GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU CLASS P (GGIPX) | $1,047,628 | $1,184,786 |
| DWS RREEF GLOBAL INFRASTRUCTURE FUND I SHARES (TOLIX) | $154,647 | $156,597 |
| LUXOR CAPITAL PARTNERS LIQUIDATING SPV | $32,703 | $2,886 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $77,014,930 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $76,873,911 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $18,215,336 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $18,140,118 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE REAL EST INC TR, INC.CL I - 96MSCJ9K6 | AT COST | $8,446,850 | $9,520,534 |
| APOLLO OFFSHORE CREDIT STRATEGIES | AT COST | $15,000,000 | $14,698,729 |
| CERBERUS PARTNERS, L.P. | AT COST | $313,196 | $448,189 |
| CF STARK SELECT ASSET FUND LLC | AT COST | $5,078 | $2,162 |
| DAVIDSON KEMPNER INTERNATIONAL | AT COST | $25,000,000 | $24,555,925 |
| HG VORA SPECIAL OPPORTUNITIES | AT COST | $25,000,000 | $22,021,174 |
| HOUND PARTNERS LP HOLDBACK | AT COST | $279,555 | $279,555 |
| HUDSON BAY INTERNATIONAL FUND LTD | AT COST | $35,000,000 | $35,708,058 |
| LUXOR CAPITAL PARTNERS OFFSHORE LIQUIDATING SPV, LTD | AT COST | $15,720 | $43,852 |
| SEVENSAOI CAP PTNR II LLC | AT COST | $0 | $271,547 |
| STARWOOD REAL ESTATE INCOME TRUST, INC | AT COST | $10,000,000 | $9,895,304 |
| WHALE ROCK LONG OPPORTUNITIES FUND LP DESIGNATED INVESTMENT | AT COST | $1,287,746 | $1,052,888 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $41,446 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,446 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $3,219 | $0 | $3,219 |
| OFFICE EXPENSE | $2,048 | $0 | $2,048 |
| PR/MARKETING & COMMUNICATIONS | $602,705 | $0 | $602,705 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $91,375 | $0 | $91,375 |
| DUES & SUBSCRIPTIONS | $124,472 | $0 | $124,472 |
| PROFESSIONAL DEVELOPMENT | $5,927 | $0 | $5,927 |
| INVESTMENT MANAGEMENT FEES | $584,369 | $584,369 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX DEPOSITS | $137,942 | $0 | $0 |
| FOREIGN TAX | $24,217 | $24,217 | $0 |