HOWARD AND GERALDINE POLINGER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND GERALDINE POLINGER FOUNDATION INC (EIN 52-6078041)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-10-20
- IRS object ID
- 202212939349100511
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-20T15:03:41-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD - SUITE 200 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526078041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD AND GERALDINE POLINGER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2028886833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW NO 450 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID POLINGER | PersonNm |
| Person Title | TEASURER | PersonTitleTxt |
| Phone | 2028886833 | PhoneNum |
| Signature | 2022-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | POLINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA M BROWN CPA | PreparerPersonNm |
| PTIN | P01614103 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2022-09-29 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $131,325,935 | 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 | $51,014,404 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,383,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,383,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,032,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,506,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,032,594 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $594,369 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $594,369 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $57,024,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,010,246 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $181,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $181,960 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $44,964 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $44,964 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $520 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $520 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,214 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,553 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,661 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $516,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $502,294 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,518 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,260 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $8,260 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $96,709 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,052 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $79,654 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $79,654 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,806 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,806 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $254,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,432 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,423,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $735,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $592,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,041,926 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,041,926 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,465,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $735,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,634,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,558,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,274,725 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,261 | CashBOYAmt |
| Cash EOY | $1,162,295 | CashEOYAmt |
| Cash EOYFMV | $1,162,295 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,870,982 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $733,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $733,775 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,826,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,205,026 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,205,026 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,543,723 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $248,782 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $248,782 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $49,625,481 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,962,021 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,962,021 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,036 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,036 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,036 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,171,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,325,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $131,325,935 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $57,171,301 | RetainedEarningBOYAmt |
| Retained Earning EOY | $131,325,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,171,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,325,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,171,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,325,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,171,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,558,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,595,863 | OtherIncreasesAmt |
| Subtotal | $131,325,935 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,325,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $16,823,121 | $13,473,553 | $3,349,568 | $3,349,568 |
| CAPITAL GAINS DIVIDENDS | P | $683,026 | $683,026 | $683,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,032,594 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,319 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,319 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,087 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $96,087 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $290 | EsPenaltyAmt |
| Overpayment | $22,478 | OverpaymentAmt |
| Applied To ES Tax | $22,478 | 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 | POLINGERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LORRE BETH POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ARNOLD LEE POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID MARC POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | TREASURER | 1.00 | $0 | $0 | $0 |
| ERICA PRESSMAN | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | SECRETARY/CEO | 32.00 | $190,000 | $5,700 | $0 |
| JENNIFER ABRAMS | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MOLLIE BARNATHAN | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAN POLINGER CHAVIS | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLIE POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BECKY POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE POLINGER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA WERTLIEB | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MIRIAM NSIMBI | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JULIA LIPTON | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | PROGRAM OFFICER | 40.00 | $106,960 | $3,209 | $0 |
| ELIZABETH SPAGNOLETTI-HECKER | ||||||||
| 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | GRANTS AND OPERATION | 40.00 | $75,000 | $6,976 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $106,402,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,282,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,684,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $111,684,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,675,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,009,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,500,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,500,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,319 | TotalTaxAmt |
| Distributable Before Adj | $5,427,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,427,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,427,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,634,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,634,701 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,634,701 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,427,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $879,672 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,634,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $879,672 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,755,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,672,134 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| 20 JAY STREET SUITE 732 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $42,500 |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | N/A | PC | SUMMERWORKS PROGRAM | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION FDN | |||||||
| 915 15TH ST NW 2ND FL | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $27,589 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMM | |||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | N/A | PC | LEATID EUROPEAN CENTER FOR JEWISH SUPPORT | $60,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMM | |||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | N/A | PC | UKRAINE PROGRAM | $2,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | PF | GENERAL OPERATING SUPPORT | $36,250 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | PF | EDUCATION | $10,000 |
| BENDER JEWISH COMMUNITY CENTER OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 20852 | N/A | PC | POLINGER ARTISTS OF EXCELLENCE | $5,000 |
| BLACK VOTERS MATTER CAPACITY BLDG INTS | |||||||
| 3645 MARKETPLACE BLVD SUITE 130-209 | EAST POINT | GA | 30344 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 |
| BONEI OLAM | |||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | N/A | PC | GENERAL OPERATING SUPPORT | $14,000 |
| CENTER FOR THIRD WORLD ORGANIZING FBO BLACKOUT COLLECTIVE | |||||||
| PO BOX 28741 | OAKLAND | CA | 94604 | N/A | PC | EMERGENCY - GENERAL OPERATING SUPPORT | $35,000 |
| CHEVRA KADISHA OF PASSAIC CLIFTON | |||||||
| 324 TERHUNE AVE | PASSAIC | NJ | 07055 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| CHILDRENS NATIONAL HEALTH SYSTEM | |||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | N/A | PC | MENTAL HEALTH AND WELLNESS SUPPORT FOR FAMILIES AND PROVIDERS | $26,000 |
| CHINESE PROGRESSIVE ASSOCIATION FBO BLACK FUTURES LABS | |||||||
| 1714 FRANKLIN STREET 100-290 | OAKLAND | CA | 94612 | N/A | PC | EMERGENCY - GENERAL OPERATING SUPPORT | $50,000 |
| CHINESE PROGRESSIVE ASSOCIATION FBO BLACK FUTURES LABS | |||||||
| 1714 FRANKLIN STREET 100-290 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $37,250 |
| COLOR OF CHANGE | |||||||
| 1714 FRANKLIN STREET SUITE 100-136 | OAKLAND | CA | 94612 | N/A | PC | EMERGENCY - GENERAL OPERATING SUPPORT | $75,000 |
| COLOR OF CHANGE | |||||||
| 1714 FRANKLIN STREET SUITE 100-136 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $10,275 |
| COMMUNITY OF HOPE | |||||||
| 4 ATLANTIC STREET SW | WASHINGTON | DC | 20003 | N/A | PC | COVID-19 RESPONSE FUNDING | $40,000 |
| CONGREGATION B'NAI TZEDEK | |||||||
| 10621 SOUTH GLEN RD | POTOMAC | MD | 20854 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DANCE PLACE | |||||||
| 3225 8TH ST NE | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| DC GREENS | |||||||
| 2000 P ST NW 240 | WASHINGTON | DC | 20036 | N/A | PC | WELL AT OXON RUN | $3,000 |
| EDLAVITCH DC JEWISH COMMUNITY CENTER | |||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | WASHINGTON JEWISH MUSIC FESTIVAL ENDOWMENT | $200,000 |
| EDLAVITCH DC JEWISH COMMUNITY CENTER OF WASHINGTON DC | |||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | EMERGENCY - GENERAL OPERATING SUPPORT | $100,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FLAMBOYAN FOUNDATION | |||||||
| 1730 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20009 | N/A | PC | FAMILY ENGAGEMENT EARLY CHILDHOOD RESOURCE DEVELOPMENT | $30,000 |
| FRIENDS OF NEVE COLLEGE FOR WOMEN | |||||||
| 25 BROADWAY ROOM 403 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| FRIENDS OF THE ISRAELI DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| GLOBAL LYME ALLIANCE | |||||||
| 1290 EAST MAIN STREET 3RD FLOOR | STANFORD | CT | 06902 | N/A | PC | GENERAL OPERATING SUPPORT | $10,517 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | N/A | PC | HOWARD AND GERALDINE POLINGER SCHOLARSHIP IN DANCE | $10,000 |
| GREATER WASHINGTON COMM FOUNDATION | |||||||
| 1325 G ST NW SUITE 480 | WASHINGTON | DC | 20005 | N/A | PC | ARTS FORWARD FUND | $50,000 |
| HACHNOSAS KALLAH OF PASSAIC-CLIFTON | |||||||
| 69 THE CIRCLE | PASSAIC | NJ | 07055 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HASBARA FELLOWSHIPS | |||||||
| 315 W 36TH ST STE 5061 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| HAROLD GRINSPOON FOUNDATION | |||||||
| 67 HUNT ST STE 100 | AGAWAM | MA | 01001 | N/A | PC | PJ LIBRARY ALLIANCE | $200,000 |
| HERITAGE RETREATS | |||||||
| 557 FENLON BLVD | CLIFTON | NJ | 07014 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HILLEL INTERNATIONAL | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HUMANE RESCUE ALLIANCE | |||||||
| 71 OGLETHORPE STREET NW | WASHINGTON | DC | 20011 | N/A | PC | COMBAT CRUELTY | $3,500 |
| ICIVICS | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | EDUCATING FOR AMERICAN DEMOCRACY: CONTENT CURATION | $120,000 |
| ISLAND FOOD PANTRY OF MARTHAS VINEYARD | |||||||
| PO BOX 1874 | VINEYARD HAVEN | MA | 025680912 | N/A | PC | EMERGENCY - GENERAL OPERATING SUPPORT | $1,000 |
| ISLAND GROWN INITIATIVE LTD | |||||||
| 80 STONEY HILL RD | VINEYARD HAVEN | MA | 02568 | N/A | PC | EMERGENCY - GENERAL OPERATING SUPPORT | $500 |
| ISLAND HOUSING TRUST | |||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| JCC ASSOCIATION OF NORTH AMERICA | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | |||||||
| 1342 CONGRESS STREET | PORTLAND | ME | 04102 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| JEWISH COMMUNITY FDN OF GREATER PHOENIX | |||||||
| 12701 N SCOTTSDALE RD STE 202 | SCOTTSDALE | AZ | 85254 | N/A | PC | JEWISH EDUCATOR SCHOLARSHIP GRANT FUND | $12,000 |
| JEWISH FAMILY SERVICE & CHILDREN'S CENTER OF CLIFTON-PASSAIC | |||||||
| 110 MAIN AVE | AVE PASSAIC | NJ | 07055 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD STE 100 | NORTH BETHESDA | MD | 20852 | N/A | PC | GENERAL OPERATING SUPPORT | $225,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD STE 100 | NORTH BETHESDA | MD | 20852 | N/A | PC | JEWISH COMMUNAL RESPONSE FUND | $50,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | N/A | PC | CANVAS | $150,000 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 200 WOOD HILL RD | ROCKVILLE | MD | 20850 | N/A | PC | CHILD AND ADOLECENT MENTAL HEALTH | $50,000 |
| JEWS UNITED FOR JUSTICE | |||||||
| PO BOX 41485 | WASHINGTON | DC | 20018 | N/A | PC | COLLABORATIVE FOR JEWISH ORGANIZING | $100,000 |
| JOHN F KENNEDY CENTER FOR PERFORMING ARTS | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | N/A | PC | TURNAROUND ARTS | $50,000 |
| LEVINE MUSIC INC | |||||||
| 2801 UPTON STREET | WASHINGTON | DC | 20008 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| LEVINE MUSIC INC | |||||||
| 2801 UPTON STREET | WASHINGTON | DC | 20008 | N/A | PC | SCHOLARSHIPS FOR STUDENTS AT LVEINE MUSIC AT THEARC | $20,000 |
| MAINE PUBLIC HEALTH ASSOCIATION | |||||||
| 122 STATE ST | AUGUSTA | ME | 04330 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| MAMATOTO VILLAGE INC | |||||||
| 4315 SHERIFF ROAD NE | WASHINGTON | DC | 20019 | N/A | PC | COVID-19 RESPONSE FUNDING | $50,000 |
| MARY'S CENTER | |||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | N/A | PC | PERINATAL MENTAL HEALTH (PMH) PROJECT | $35,000 |
| MOISHE HOUSE | |||||||
| 441 SAXONY RD BARN 2 | ENCINITAS | CA | 92024 | N/A | PC | EMERGENCY GENERAL OPERATING SUPPORT | $25,000 |
| MOISHE HOUSE | |||||||
| 441 SAXONY RD BARN 2 | ENCINITAS | CA | 92024 | N/A | PC | MOISHE HOUSE WITHOUT WALLS | $125,000 |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | |||||||
| 1032 15TH ST NW STE 199 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| 3450 WILSHIRE BLVD 108-62 | LOS ANGELES | CA | 90010 | N/A | PC | GENERAL OPERATING SUPPORT | $29,750 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH ST 11TH FL | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PARDES JEWISH DAY SCHOOL | |||||||
| 12753 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85254 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 |
| PASSAIC CLIFTON COMMUNITY KOLLEL | |||||||
| 147 MARIETTA AVE | PASSAIC | NJ | 07055 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $29,750 |
| POSSE FOUNDATION INC | |||||||
| 1319 F STREET NW SUITE 604 | WASHINGTON | DC | 20004 | N/A | PC | POSSE D.C. | $3,500 |
| PUENTE HUMAN RIGHTS MOVEMENT | |||||||
| PO BOX 21837 PHEONIX AZ 85036 | PHEONIX | AZ | 85036 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| REFED | |||||||
| 27-01 QUEENS PLAZA NORTH 13TH FL | QUEENS | NY | 11101 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| REFUGEPOINT | |||||||
| 689 MASSACHUSETTS AVE 2ND FL | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA RD NW STE 101 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 |
| SIXTH & I HISTORIC SYNAGOGUE | |||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | N/A | PC | JEWISH LIFE PROGRAMMING | $70,000 |
| SIXTH & I HISTORIC SYNAGOGUE | |||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | N/A | PC | EMERGENCY GENERAL OPERATING SUPPORT | $25,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING SUPPORT | $38,465 |
| STANDWITHUS | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 900341069 | N/A | PC | CENTER FOR COMBATTING ANTISEMITISM | $3,000 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD SUITE 310 | LOS ANGELES | CA | 90045 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| THE ABRAHAM FUND INITIATIVES | |||||||
| 1460 BROADWAY SUITE 9021 | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| THE CENTER FOR LAW & SOCIAL POLICY | |||||||
| 1310 L ST NW STE 990 | WASHINGTON | DC | 20005 | N/A | PC | ONE-TIME GIFT TO THE CENTER FOR | $540 |
| THE LAB SCHOOL OF WASHINGTON | |||||||
| 4759 RESERVOIR ROAD NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE MALALA FUND | |||||||
| 1921 FLORIDA AVE NW STE 53347 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE MOUNT VERNON VIRTUOSI | |||||||
| 1 RUBY FIELD CT | BALTIMORE | MD | 21209 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| THE WALK FOR HUNGER INC | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | N/A | PC | EMERGENCY - GENERAL OPERATING SUPPORT - PROJECT BREAD | $500 |
| THE WALK FOR HUNGER INC | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | N/A | PC | PROJECT BREAD - GENERAL OPERATING SUPPORT | $5,000 |
| TOMCHEI SHABBOS OF PASSAIC-CLIFTON | |||||||
| 242 HIGH ST | PASSAIC | NJ | 07055 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN ROAD | PHOENIX | AZ | 85032 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN ROAD | PHOENIX | AZ | 85032 | N/A | PC | A NEW LOCAL & NATIONAL YOUNG PROFESSIONAL JEWEISH SERVICE-LEARNING MODEL | $85,000 |
| VOTE SOLAR | |||||||
| 360 22ND ST STE 730 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $29,000 |
| WASHINGTON AREA WOMEN'S FOUNDATION | |||||||
| 1331 H ST NW SUITE 1000 | WASHINGTON | DC | 20005 | N/A | PC | EARLY CHILDHOOD EDUCATION FUNDERS COLLABORATIVE | $25,000 |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 340 S LEMON AVE 1940 | WALNUT | CA | 91789 | N/A | PC | WAY TO RISE | $100,000 |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 340 S LEMON AVE 1940 | WALNUT | CA | 91789 | N/A | PC | WAY TO RISE | $540 |
| WESTERN STATES CENTER INC | |||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | N/A | PC | LEADERSHIP INITIATIVE TO CONFRONT WHITE NATIONALISM IN SCHOOLS | $86,000 |
| YAFFED | |||||||
| PO BOX 1796 | NEW YORK | NY | 10956 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| YALE UNIVERSITY TEMPLE MEDICAL CENTER | |||||||
| 40 TEMPLE ST | NEW HAVEN | CT | 06510 | N/A | PC | F/B/O MENTAL HEALTH OUTREACH FOR MOTHERS - DC MOMS PARTNERSHIP | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,041,926 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,383,283 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $594,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,032,594 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,010,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,010,246 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE GERALDINE POLINGER FAMILY TRUST | |||||||
| 1 | 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | $4,790,540 | Yes (X) | |
| THE GERALDINE POLINGER FAMILY TRUST | |||||||
| 2 | 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | $36,765,416 | Yes (X) | |
| THE GERALDINE POLINGER FAMILY TRUST | |||||||
| 3 | 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | $6,367,723 | Yes (X) | |
| THE GERALDINE POLINGER FAMILY TRUST | |||||||
| 4 | 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | $165,169 | Yes (X) | |
| THE GERALDINE POLINGER FAMILY TRUST | |||||||
| 5 | 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | $1,051,591 | Yes (X) | |
| THE GERALDINE POLINGER FAMILY TRUST | |||||||
| 6 | 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | $13,360 | Yes (X) | |
| THE GERALDINE POLINGER FAMILY TRUST | |||||||
| 7 | 1301 CONNECTICUT AVENUE NW NO 450 | WASHINGTON | DC | 20036 | $1,860,605 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | DONATION OF INVESTMENT PORTFOLIO | $36,765,416 | 2020-07-31 |
| 3 | DONATION OF VITTORIA OFFSHORE LTD | $6,367,723 | 2021-01-01 |
| 4 | DONATION ARCHEAN II OFFSHORE LTD | $165,169 | 2021-01-01 |
| 5 | DONATION OF VERTIABLE LPC PARTNERS L.P | $1,051,591 | 2021-01-01 |
| 6 | DONATION OF ARCHEAN II REVENUE SHARES LTD | $13,360 | 2021-01-01 |
| 7 | DONATION OF PROMISSORY NOTES | $1,860,605 | 2021-01-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,214 | Amt |
| Net Investment Income | $6,553 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,661 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US FIXED INCOME - JP MORGAN-2007 | BondNm |
| EOY Book Value | $248,782 | EOYBookValueAmt |
| EOYFMV | $248,782 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB MANAGED EQUITIES | StockNm |
| EOY Book Value | $5,205,026 | EOYBookValueAmt |
| EOYFMV | $5,205,026 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ELEVAR EQUITY IV, LLP FUND-2007 | FMV | $940,930 | $940,930 |
| RRG SUSTAINABLE WATER IMPACT FUND-2007 | FMV | $608,738 | $608,738 |
| GLOBAL IMPACT FUND SICAV-RAIF-2007 | FMV | $153,137 | $153,137 |
| BAIN CAPITAL DOUBLE IMPACT FUND-2007 | FMV | $133,439 | $133,439 |
| CORE CAPITAL PARTNERS | AT COST | $190,874 | $190,874 |
| STEWART GLOBAL SUSTAINABILITY F | FMV | $1,500,000 | $1,500,000 |
| ARCHEAN | FMV | $165,169 | $165,169 |
| ARCHEAN REVENUE SHARES | FMV | $13,360 | $13,360 |
| VERITABLE LPC PARTNERS LP | FMV | $6,342,100 | $6,342,100 |
| VITTORIA OFFSHORE | FMV | $6,367,723 | $6,367,723 |
| LONGPOND OFFSHORE LTD | FMV | $360,693 | $360,693 |
| VITTORIA OFFSHORE LTD | FMV | $4,302,105 | $4,302,105 |
| ARCHEAN CAPITAL FUND | FMV | $168,896 | $168,896 |
| MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN | FMV | $60,145 | $60,145 |
| MUTUAL FUNDS EQUITIES-PNC HAWTHORN | FMV | $74,571 | $74,571 |
| MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN | FMV | $81,109 | $81,109 |
| MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN- PRINC | FMV | $15,050,978 | $15,050,978 |
| MUTUAL FUNDS EQUITIES-PNC HAWTHORN-PRINC | FMV | $53,427,819 | $53,427,819 |
| MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN-PRINC | FMV | $1,026,158 | $1,026,158 |
| US LARGE CAP EQUITY-9005 | FMV | $4,720,834 | $4,720,834 |
| EAFE EQUITY-9005 | FMV | $1,846,329 | $1,846,329 |
| EUROPEAN LARGE CAP EQUITY-9005 | FMV | $61,323 | $61,323 |
| JAPANESE LARGE CAP EQUITY-9005 | FMV | $345,494 | $345,494 |
| ASIA EX-JAPAN EQUITY-9005 | FMV | $145,039 | $145,039 |
| EMERGING MARKET EQUITY-9005 | FMV | $158,900 | $158,900 |
| MUTUAL FUNDS BONDS-SCHWAB | FMV | $2,028,758 | $2,028,758 |
| EQUITY FUNDS-SCHWAB | FMV | $3,302,967 | $3,302,967 |
| VIDA LONGEVITY FUND | FMV | $412,775 | $412,775 |
| SL INTERNATIONAL OPPORTUNITIES CHINA | FMV | $609,810 | $609,810 |
| SL INTERNATIONAL OPPORTUNITIES | FMV | $3,009,887 | $3,009,887 |
| US LARGE CAP EQUITY - IMPAX | FMV | $3,201,793 | $3,201,793 |
| NOTE RECEIVABLE LLC | FMV | $10,654,466 | $10,654,466 |
| NOTE RECEIVABLE MONTROSE ASSOCIATES | FMV | $682,657 | $682,657 |
| NOTE RECEIVABLE FRIENDSHIP PROPERTIES | FMV | $1,177,947 | $1,177,947 |
| JP MORGAN US LARGE CAP EQUITY-7004 | FMV | $635,098 | $635,098 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $520 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $520 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $14,036 | BOYBookValueAmt |
| EOY Book Value | $14,036 | EOYBookValueAmt |
| EOYFMV | $14,036 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES AND FEES | $3,520 | $0 | $3,520 |
| OFFICE EXPENSE | $2,738 | $0 | $2,738 |
| INSURANCE | $6,148 | $0 | $6,148 |
| DUES AND SUBSCRIPTIONS | $4,455 | $0 | $4,455 |
| COMPUTERS AND IT | $11,571 | $0 | $11,571 |
| CORE CAPITAL PARTNERS K-1 INTEREST | $27,594 | $27,594 | $0 |
| CORE CAPITAL PARTNERS OTHER DEDUCTIONS | $28,829 | $28,829 | $0 |
| JP MORGAN PRIVATE INVESTMENT ADJUSTMENT | $17,000 | $17,000 | $0 |
| HEDGE FUND NET GAINS | $50,502 | $50,502 | $0 |
| COST ADJUSTMENT | $101,697 | $101,697 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME NOTE RECEIVABLE - LLC | $549,068 | $549,068 | $549,068 |
| PARTNERSHIP DISTRIBUTION | $28,360 | $28,360 | $28,360 |
| INVESTMENT INCOME | $16,941 | $16,941 | $16,941 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $21,595,863 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $502,294 | $502,294 | $0 |
| CONSULTING | $14,518 | $0 | $14,518 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,052 | $1,052 | $0 |
| EXCISE TAXES | $95,657 | $0 | $0 |