STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION (EIN 52-2102799)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349106453
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T14:39:13-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522102799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GARY AND PENNIE ABRAMSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGARYBusinessNameControlTxt
Phone3019847000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 TOWER OAKS BLVD - NINTH FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208524282ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY ABRAMSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3019847000PhoneNum
Signature2023-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastABRAMSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$51,187,261FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$58,093InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$58,093InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,190,206DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,190,206DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$738,540NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,371,365GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$589OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$589OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$547,848TotalRevAndExpnssAmt
Total Net Invst Incm$1,248,888TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$40,622TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,372TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$188,527OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$188,527OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$229,149TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$191,899TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,826,808ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,826,808ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,055,957TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$191,899TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,826,808TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,508,109ExcessRevenueOverExpensesAmt
Net Investment Income$1,056,989NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$166,107SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$303,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$303,139SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$27,719,031RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$26,646,247RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$26,646,247RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$21,710,208CorporateStockBOYAmt
Corporate Stock EOY$19,929,548CorporateStockEOYAmt
Corporate Stock EOYFMV$22,890,222CorporateStockEOYFMVAmt
Other Investments BOY$821,939OtherInvestmentsBOYAmt
Other Investments EOY$1,396,512OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,347,653OtherInvestmentsEOYFMVAmt
Total Assets BOY$50,417,285TotalAssetsBOYAmt
Total Assets EOY$48,275,446TotalAssetsEOYAmt
Total Assets EOYFMV$51,187,261TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$45,203,801CapitalStockBOYAmt
Capital Stock EOY$45,570,071CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,213,484RetainedEarningBOYAmt
Retained Earning EOY$2,705,375RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$50,417,285TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,275,446TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,417,285TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$48,275,446TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,417,285TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,508,109ExcessRevenueOverExpensesAmt
Other Increases$366,270OtherIncreasesAmt
Subtotal$48,275,446SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$48,275,446TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$12,364,692$13,109,905-$745,213-$745,213
LT CAPITAL GAIN DISTRIBUTION$585$585$585P
GAIN FROM PARTNERSHIP INVESTMENTS$45$45$45P
GAIN FROM MADOFF INVESTMENT$6,040$6,040$6,040P
BNY MELON DISTRIBUTION$3$3$3P
FieldValueIRS element (for citing)
Capital Gain Net Income-$738,540CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,692InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,692SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,692TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$34,781EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$54,781TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$40,089OverpaymentAmt
Applied To ES Tax$20,089AppliedToESTaxAmt
Refund$20,000RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN RESUTEKIndividualWithBooksNm
Phone3019847000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12000 TOWER OAKS BLVD 9TH FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208524282ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY M ABRAMSON
2000 TOWER OAKS BLVD 9TH FLOORROCKVILLEMD20852TRUSTEE-PART2.00$0$0$0
PENNIE M ABRAMSON
2000 TOWER OAKS BLVD 9TH FLOORROCKVILLEMD20852TRUSTEE-PART1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,605,042AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$417,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$28,769,444FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$54,792,146TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$54,792,146AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$821,882CashDeemedCharitableAmt
Net Vl Noncharitable Assets$53,970,264NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,698,513MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,698,513MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,692TaxBasedOnInvestmentIncomeAmt
Total Tax$14,692TotalTaxAmt
Distributable Before Adj$2,683,821DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,683,821DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,683,821DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,826,808ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,826,808QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,683,821DistributableAsAdjustedAmt
Undistributed Income PY$238,748UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,826,808QualifyingDistributionsAmt
Applied To Year1$238,748AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,588,060AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$95,761UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARY M ABRAMSONContributingManagerNm
Contributing ManagerPENNIE M ABRAMSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
6TH & I SYNAGOGUE
600 I ST NWWASHINGTONDC20001PCUNRESTRICTED FUNDS$5,000
A WIDER CIRCLE
10325 KENSINGTON PARKWAY 70KENSINGTONMD20895PCUNRESTRICTED FUNDS$5,000
ACTIVE MINDS
2001 S STREET NW SUITE 630WASHINGTONDC20009PCUNRESTRICTED FUNDS$2,500
AISH DC
11418 OLD GEORGETOWN ROADNORTH BETHESDAMD20852PCUNRESTRICTED FUNDS$23,600
ALS ASSOCIATION DCMDVA CHAPTER
7507 STANDISH PLACEROCKVILLEMD20855PCUNRESTRICTED FUNDS$58,333
ALZHEIMER'S ASSOCIATION
8180 GREENSBORO DRIVE 400MCLEANVA22101PCUNRESTRICTED FUNDS$2,500
AMERICAN CHARITY SUPPORT FOUNDATION
20 STANWIX ST STE 1200PITTSBURGHPA15222PCUNRESTRICTED FUNDS$10,000
AMERICAN FRIENDS OF GALILEE MEDICAL CENTER
315 MADISON AVENUENEW YORKNY10017PCUNRESTRICTED FUNDS$86,000
AMERICAN ISRAEL EDUCATION FOUNDATION
215 H STREET NWWASHINGTONDC20001PCUNRESTRICTED FUNDS$90,000
AMERICAN UNIVERSITY
PO BOX 96609WASHINGTONDC20090PCUNRESTRICTED FUNDS$300,000
AMERICAN UNIVERSITY HILLEL
4400 MASS AVENUE NWWASHINGTONDC20016PCUNRESTRICTED FUNDS$25,000
ANTI-DEFAMATION LEAGUE
1100 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036PCUNRESTRICTED FUNDS$2,5001020
BAIS HAMEDRASH & MESIVTA OF BALTIMORE
6823 OLD PIMLICO RDBALTIMOREMD21209PCUNRESTRICTED FUNDS$7,500
BEST BUDDIES INTERNATIONAL
100 SOUTHEAST SECOND STREET SUITEMIAMIFL33131PCUNRESTRICTED FUNDS$10,000200
BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVE 10TH FLOORNEW YORKNY10017PCUNRESTRICTED FUNDS$15,000
BREM FOUNDATION TO DEFEAT BREAST CANCER
8720 GEORGIA AVENUE SUITE 302SILVER SPRINGMD20910PCUNRESTRICTED FUNDS$5,000
BUONICONTI FOUNDATION TO CURE PARALYSIS
1095 NW 14TH TERRACEMIAMIFL33136PCUNRESTRICTED FUNDS$25,000
CABIN JOHN PARK VOLUNTEER FIRE DEPARTMENT
8001 RIVER RDBETHESDAMD20817PCUNRESTRICTED FUNDS$1,500
CAPITAL JEWISH MUSEUM
1319 F ST NW SUITE 810WASHINGTONDC20004PCUNRESTRICTED FUNDS$11,111
CASEY CARES FOUNDATION
7100 COLUMBIA GATEWAY DR STE 155COLUMBIAMD21046PCUNRESTRICTED FUNDS$2,000
CENTER FOR INSPIRED TEACHING
1436 U STREET NW SUITE 400WASHINGTONDC20009PCUNRESTRICTED FUNDS$1,000
CENTER FOR ISRAEL STUDIES
4400 MASS AVENUE NWWASHINGTONDC20016PCUNRESTRICTED FUNDS$25,000
CHABAD LUBAVITCH OF MD
11621 SEVEN LOCKS ROADPOTOMACMD20854PCUNRESTRICTED FUNDS$10,000
CHABAD LUBAVITCH OF THE AU COMMUNITY
3040 IDAHO AVE NW 717WASHINGTONDC20016PCUNRESTRICTED FUNDS$10,000
CHAD TOUGH DEFEAT DIPG FDN
PO BOX 907SALINEMI48176PCUNRESTRICTED FUNDS$7,650
CHARLES E SMITH LIFE COMMUNITIES
6121 MONTROSE ROADROCKVILLEMD20852PCUNRESTRICTED FUNDS$10,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403PCUNRESTRICTED FUNDS$7,000
CHILDREN WITH HAIR LOSS
12776 DIXIE HWYSOUTH ROCKWOODMI48179PCUNRESTRICTED FUNDS$2,500
CHILDREN'S HOSPITAL FOUNDATION
801 ROEDER RD 300SILVER SPRINGMD20910PCUNRESTRICTED FUNDS$50,000
CITY YEAR INC - WASHINGTON DC
287 COLUMBUS AVEBOSTONMA02116PCUNRESTRICTED FUNDS$10,000
COLOMBIA LIGHTHOUSE FOR THE BLIND
1825 K STREET NW SUITE 1103WASHINGTONDC20006PCUNRESTRICTED FUNDS$1,667
CONGREGATION B'NAI TZEDEK
10621 SOUTH GLEN ROADPOTOMACMD20854PCUNRESTRICTED FUNDS$152,000
DC COLLEGE ACCESS PROGRAM
1400 L STREET NW SUITE 400WASHINGTONDC20005PCUNRESTRICTED FUNDS$24,166
DC STUDENTS CONSTRUCTION TRADES FOUNDATION
4001 BRANDYWINE ST NW STE 4WASHINGTONDC20016PCUNRESTRICTED FUNDS$5,000
DIENER SCHOOL
11701 DANVILLE DRIVENORTH BETHESDAMD20852PCUNRESTRICTED FUNDS$21,000
EVERYTOWN FOR GUN SAFETY SUPPO
PO BOX 3886NEW YORKNY10163PCUNRESTRICTED FUNDS$500
FOOD FOR THE POOR INC
6401 LYONS ROADCOCONUT CREEKFL33073PCUNRESTRICTED FUNDS$10,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
PO BOX 33249WASHINGTONDC20033PCUNRESTRICTED FUNDS$10,000
FRIENDS OF CANCER RESEARCH
1800 M STREET NW 1050 SOUTHWASHINGTONDC20036PCUNRESTRICTED FUNDS$25,000
FRIENDS OF ISRAELI DEFENSE FORCES
POBOX 395STEVENSONMD21153PCUNRESTRICTED FUNDS$2,000
FRIENDSHIP CIRCLE INC
11621 SEVEN LOCKS RDPOTOMACMD20854PCUNRESTRICTED FUNDS$3,600
GIFT OF LIFE
5901 BROKEN SOUND PKWY NW SUITE 600BOCA RATONFL33487PCUNRESTRICTED FUNDS$5,000
GOLDEN NETWORK
PO BOX 10995SILVER SPRINGMD20914PCUNRESTRICTED FUNDS$3,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BOULEVARDMIAMIFL33137PCUNRESTRICTED FUNDS$125,000
GUITARS OVER GUNS
169 E FLAGLER ST SUITE 1134MIAMIFL33131PCUNRESTRICTED FUNDS$5,000
HANDS OF LOVE FOUNDATION INC
9238 POTOMAC SCHOOL DRPOTOMACMD20854PCUNRESTRICTED FUNDS$1,000
HASBARA FELLOWSHIPS
315 WEST 36TH STREET 5061NEW YORKNY10018PCUNRESTRICTED FUNDS$10,000
HEIFETZ INTERNATIONAL MUSIC INSTITUTE
107 EAST BEVERLEY STSTAUNTONVA24401PCUNRESTRICTED FUNDS$135,000
HOPE FOR HENRY FOUNDATION
2440 WISCONSIN AVE NW APT 201WASHINGTONDC20007PCUNRESTRICTED FUNDS$2,000
ISRAAID GLOBAL HUMANITARIAN AS
PO BOX 61227PALO ALTOCA94306PCUNRESTRICTED FUNDS$20,000
ISRAEL GUIDE DOG CENTER FOR THE BLIND
968 EASTON ROAD SUITE HWARRINGTONPA18976PCUNRESTRICTED FUNDS$25,000
JACKSON HEALTH FDN
1500 NW 12TH AVE SUITE 1117 EASTMIAMIFL33136PCUNRESTRICTED FUNDS$10,000
JDRF INTERNATIONAL
200 VESEY STREET 28TH FLOORNEW YORKNY10281PCUNRESTRICTED FUNDS$2,000
JEWISH ADOPT&FOSTER CARE OPTNS
4200 N UNIVERSITY DRSUNRISEFL33351PCUNRESTRICTED FUNDS$5,000
JEWISH COALITION AGAINST DOMESTIC ABUSE
143 ROLLINS AVEROCKVILLEMD20847PCUNRESTRICTED FUNDS$5,000
JEWISH COMMUNITY RELATIONS COUNCIL OF GW
6101 MONTROSE ROAD 205ROCKVILLEMD20852PCUNRESTRICTED FUNDS$30,000
JEWISH COUNCIL FOR THE AGING
THE JCA ANN L BRONFMAN CENTER 12320ROCKVILLEMD20852PCUNRESTRICTED FUNDS$15,000PARKLAWN DR
JEWISH FEDERATION OF BROWARD
5890 SOUTH PINE ISLAND ROADDAVIEFL33328PCUNRESTRICTED FUNDS$20,000
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE ROAD SUITE 100ROCKVILLEMD20852PCUNRESTRICTED FUNDS$75,000
JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
1101 14TH STREET NW SUITE 1030WASHINGTONDC20005PCUNRESTRICTED FUNDS$18,000
JEWISH LEARNING CENTER OF FISHER ISLAND
41216 FISHER ISLAND DRIVEMIAMI BEACHFL33109PCUNRESTRICTED FUNDS$25,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021PCUNRESTRICTED FUNDS$150,000
JEWISH SOCIAL SERVICES AGENCY
THE INA KAY BUILDING 200 WOOD HILLROCKVILLEMD20850PCUNRESTRICTED FUNDS$3,500ROAD
JUVENILE DIABETES RES FDN
200 VESEY STREET 28TH FLOORNEW YORKNY10281PCUNRESTRICTED FUNDS$5,000
KOMEN WASHINGTON DC RACE FOR THE CURE
PO BOX 955291DALLASTX75395PCUNRESTRICTED FUNDS$2,500
LEARNING YOUR FUNCTION INC
2017 REIGLER RDLAND O LAKESFL34639PCUNRESTRICTED FUNDS$2,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573PCUNRESTRICTED FUNDS$10,000
LOUDOUN SERENITY HOUSE
PO BOX 1014LEESBURGVA20177PCUNRESTRICTED FUNDS$2,000
MARCH OF DIMES
1550 CRYSTAL DR SUITE 1300ARLINGTONVA22202PCUNRESTRICTED FUNDS$6,500
MCLEAN SCHOOL
8224 LOCHINVER LNPOTOMACMD20854PCUNRESTRICTED FUNDS$11,675
MCPS EDUCATIONAL FOUNDATION INC
850 HUNGERFORD DRIVE ROOM 149ROCKVILLEMD20850PCUNRESTRICTED FUNDS$10,000
MIAMI DIAPER BANK
4770 BISCANE BLVD SUITE 980MIAMIFL33137PCUNRESTRICTED FUNDS$5,000
MIAMI JEWISH HEALTH SYSTEMS FOUNDATION INC
5200 NE 2ND AVEMIAMIFL33137PCUNRESTRICTED FUNDS$60,000
MOUNT VERNON VERTUOSI INC
1 RUBY FIELD COURTBALTIMOREMD21209PCUNRESTRICTED FUNDS$20,000
MPN RESEARCH FOUNDATION
180 NORTH MICHIGAN AVENUE SUITECHICAGOIL60601PCUNRESTRICTED FUNDS$5,0001870
NATIONAL CENTER FOR CHILDREN AND FAMILIES
6301 GREENTREE RD BLDG 1BETHESDAMD20817PCUNRESTRICTED FUNDS$1,000
NATIONAL SYMPHONY ORCHESTRA
4400 MACARTHUR BLVD NW STE 306WASHINGTONDC20007PCUNRESTRICTED FUNDS$5,000
NATL BRAIN TUMOR SOCIETY
55 CHAPEL STREET SUITE 006NEWTONMA02458PCUNRESTRICTED FUNDS$2,000
NATL JEWISH FUND USA
42 E 69TH STNEW YORKNY10021PCUNRESTRICTED FUNDS$10,000
NORWOOD SCHOOL
8821 RIVER ROADBETHESDAMD20817PCUNRESTRICTED FUNDS$25,000
OPERATION EMBRACE
350-C FORTUNE TERRACE PBB 209POTOMACMD20854PCUNRESTRICTED FUNDS$5,000
OUR LADY QUEEN OF THE AMERICAS
2200 CALIFORNIA ST NWWASHINGTONDC20008PCUNRESTRICTED FUNDS$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM ST 10TH FLOORNEW YORKNY10038PCUNRESTRICTED FUNDS$5,000
PROJECT MEDISHARE FOR HAITI
8260 NE 2ND AVEMIAMIFL33138PCUNRESTRICTED FUNDS$25,000
RABBINICAL SEMINARY
PO BOX 137WHITE LAKENY12786PCUNRESTRICTED FUNDS$5,000
ROCKVILLE VFD
PO BOX 1789ROCKVILLEMD20849PCUNRESTRICTED FUNDS$1,500
SAVE A CHILD'S HEART
PO BOX 59172POTOMACMD20859PCUNRESTRICTED FUNDS$10,000
SEL4CA
PO BOX 2177VENTURACA93002PCUNRESTRICTED FUNDS$2,000
SOS INTERNATIONAL
1101 WOOTTON PARKWAY SUITE 900ROCKVILLEMD20852PCUNRESTRICTED FUNDS$25,000
SOUTH FLORIDA PBS
3401 S CONGRESS AVENUEBOYNTON BEACHFL33426PCUNRESTRICTED FUNDS$5,000
SPECIAL OLYMPICS
1133 19TH ST NWWASHINGTONDC20036PCUNRESTRICTED FUNDS$10,000
STEPPING STONES SHELTER
PO BOX 712ROCKVILLEMD20848PCUNRESTRICTED FUNDS$5,000
STOCK CONTRIBUTION - AM COMMITTEE FOR THE WEIZMANN INST OF SCIENCE
633 3RD AVENUE 20TH FLNEW YORKNY10017PCUNRESTRICTED FUNDS$483,873
SUBURBAN HOSPITAL FOUNDATION
8600 OLD GEORGETOWN ROADBETHESDAMD20814PCUNRESTRICTED FUNDS$100,000
SUNDARI FOUNDATION INC
217 NW 15TH STREETMIAMIFL33136PCUNRESTRICTED FUNDS$25,000
SUNFLOWER BAKERY
8507 ZIGGY LANEGAITHERSBURGMD20877PCUNRESTRICTED FUNDS$5,000
THE HOLTON ARM SCHOOL
7303 RIVER ROADBETHESDAMD20817PCUNRESTRICTED FUNDS$10,000
THE HUMANE SOCIETY OF THE UNITED STATES
1255 23RD STREET NW SUITE 450WASHINGTONDC20037PCUNRESTRICTED FUNDS$5,000
THE LEV EXPERIENCE
6309 EXECUTIVE BLVDNORTH BETHESDAMD20852PCUNRESTRICTED FUNDS$5,000
TORAH SCHOOL OF GREATER WASHINGTON
2010 LINDEN LANESILVER SPRINGMD20910PCUNRESTRICTED FUNDS$20,000
WAMU 885
4401 CONNECTICUT AVE NWWASHINGTONDC20008PCUNRESTRICTED FUNDS$2,000
WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1111 19TH STREET NW SUITE 500WASHINGTONDC20036PCUNRESTRICTED FUNDS$10,000
WASHINGTON NATIONALS PHILANTHROPIES
1500 S CAPITOL ST SEWASHINGTONDC20003PCUNRESTRICTED FUNDS$8,333
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001PCUNRESTRICTED FUNDS$1,800
WORLD JEWISH RELIEF INC
1350 AVE OF THE AMERICASFL2STE266NEW YORKNY10019PCUNRESTRICTED FUNDS$100,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037PCUNRESTRICTED FUNDS$2,500
YOUTH ART FOR HEALING
PO BOX 30183BETHESDAMD20824PCUNRESTRICTED FUNDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,826,808TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,093ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,190,206ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$589ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$738,540ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$510,348ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$510,348TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GARY M ABRAMSONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12000 TOWER OAKS BLVD 9TH FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20852ZIPCd
FieldValueIRS element (for citing)
Total Contributions$37,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
STATEMENT REGARDING NOTE RECEIVABLEFORM 990PF, PART II, LINE 6NOTE RECEIVABLE DUE FROM THE GARY M. ABRAMSON 2008 TRUSTRECEIVABLE RELATES TO THE 2012 PURCHASE OF OPTIONED INTERESTS DURING PERIOD OF ADMINISTRATION OF AN ESTATE. THE OPTIONED INTERESTS WERE PURCHASED IN ACCORDANCE WITH AND PURSUANT TO THE REQUIREMENTS OF THE EXCEPTION TO INDIRECT SELF-DEALING IN TRES. REG. 53.4941(D)-1(B)(3).ORIGINAL AMOUNT = 35,477,193DATE OF NOTE = 9/7/12MATURITY DATE = 9/6/42INTEREST RATE = 2.18%REPAYMENT TERMS = ANNUAL INSTALLMENT PAYMENTS OF PRINCIPAL AND INTEREST
STATEMENT REGARDING STOCK CONTRIBUTIONFORM 990PF, PART I, LINE 25STOCK CONTRIBUTION - AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCEBANK OF AMERICA CORP TOTAL SHARE CONTRIBUTED - 6,930 BOOK VALUE - 117,324.90METHOD USED TO DETERMINE BOOK VALUE - PURCHASE PRICEFAIR MARKET VALUE - 238,877.10METHOD USED TO DETERMINE FAIR MARKET VALUE - STOCK MARKET VALUEDATE OF GIFT - 12/05/2022COMCAST CORP (NEW) CLASS A TOTAL SHARE CONTRIBUTED - 6,970BOOK VALUE 278.80METHOD USED TO DETERMINE BOOK VALUE - PURCHASE PRICEFAIR MARKET VALUE - 244,995.50METHOD USED TO DETERMINE FAIR MARKET VALUE - STOCK MARKET VALUEDATE OF GIFT - 12/05/2022

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$19,929,548EOYBookValueAmt
EOYFMV$22,890,222EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STATE OF ISRAEL BONDSAT COST$250,000$250,000
INVESTMENT IN PARTNERSHIPAT COST$1,146,512$1,097,653

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKER FEES$138,227$138,227$0
OTHER FLOW THROUGH DEDUCTION$25,440$25,440$0
LOSS FROM PARTNERSHIP ACTIVITIES$24,439$24,439$0
LEGAL FEE$421$421$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME FROM PASS-THROUGH ENTITIESDesc
Revenue And Expenses Per Books$589RevenueAndExpensesPerBooksAmt
Net Investment Income$589NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJ. FOR STOCK CONTR. AT MV OVER COSTDesc
Amt$366,270Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,372$3,372$0
TAXES AND LICENSES$37,250$0$0