JUDY AND PETER BLUM KOVLER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JUDY AND PETER BLUM KOVLER FOUNDATION (EIN 36-2476143)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202213079349100221
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2022-11-03T10:56:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362476143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY AND PETER BLUM KOVLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDY | BusinessNameControlTxt |
| Phone | 2024660581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER B KOVLER | PersonNm |
| Person Title | CHAIRMAN/DIRECTOR | PersonTitleTxt |
| Phone | 2024660581 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | KOVLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2022-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $127,372,994 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,897 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,897 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $879,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $879,584 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,563 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,563 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,563 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $48,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,506,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,966 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,603 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,231 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $981,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $980,241 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $118,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,745 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $87,505 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $196,066 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $196,066 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $217,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,281 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,887 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $56,382 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $56,382 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,501 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,928 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $649,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $278,893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $166,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,448,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,448,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,098,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $278,893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,614,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,116,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $701,348 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,803 | CashBOYAmt |
| Cash EOY | $39,926 | CashEOYAmt |
| Cash EOYFMV | $39,926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,538,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,019,831 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,019,831 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $212,200 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $6,868,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,853,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,443,627 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,954,410 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,115,836 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,072,960 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,349,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,418,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,467,617 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $329,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $329,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $329,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,270,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,776,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $127,372,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $35,270,609 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,776,903 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,270,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,776,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,270,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,776,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,270,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,116,476 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,622,770 | OtherIncreasesAmt |
| Subtotal | $32,776,903 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,776,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $4,799,140 | $4,798,930 | $210 | $210 |
| PUBLICLY TRADED SECURITIES - LT | P | $650,017 | $642,916 | $7,101 | $7,101 |
| FLOW THROUGH GAINS FROM PARTNERSHIPS - ST | P | $15,218 | -$15,218 | -$15,218 | |
| FLOW THROUGH GAINS FROM PARTNERSHIPS - LT | P | $56,873 | $56,873 | $56,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $131,096 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $77,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $208,096 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $198,347 | OverpaymentAmt |
| Applied To ES Tax | $198,347 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER KOVLER CHAIRMANDIRECTOR | IndividualWithBooksNm |
| Phone | 2024660581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER B KOVLER | ||||||||
| 2101 L STREET NW NO 400 | WASHINGTON | DC | 20037 | CHAIRMAN/DIRECTOR | 35.00 | $118,250 | $0 | $0 |
| JUDY L LANSING | ||||||||
| 2101 L STREET NW NO 400 | WASHINGTON | DC | 20037 | DIRECTOR | 7.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $116,620,141 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,510,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,546,735 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,677,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $130,677,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,960,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,717,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,435,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,435,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,749 | TotalTaxAmt |
| Distributable Before Adj | $6,426,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,200 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,446,304 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,446,304 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,614,117 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,614,117 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,446,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,605,417 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,614,117 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,605,417 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,700 | 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 | $6,437,604 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDY AND PETER BLUM KOVLER FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2024660581 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A 1-2 PAGE WRITTEN PROPOSAL AND A COPY OF YOUR DETERMINATION LETTER FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY NOVEMBER 1ST TO BE CONSIDERED FOR THE CURRENT YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AIDS VACCINE ADVOCACY COALITION | |||||||
| 423 WEST 127TH STREET 4TH FLOOR | NEW YORK | NY | 10027 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| AIDS VACCINE ADVOCACY COALITION | |||||||
| 423 WEST 127TH STREET 4TH FLOOR | NEW YORK | NY | 10027 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ALLIANCE FOR JUSTICE | |||||||
| 11 DUPONT CIRCLE NW 2ND FLOOR | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| AMERICAN ASSOCIATION OF PHYSICIANS OF INDIAN ORIGIN | |||||||
| 600 ENTERPRISE DR STE 108 | OAK BROOK | IL | 60523 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| AMERICAN CIVIL LIBERITIES UNION | |||||||
| 4301 CONNECTICUT AVE NW NO 434 | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| AMERICAN CIVIL LIBERITIES UNION | |||||||
| 4301 CONNECTICUT AVE NW NO 434 | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| AMERICAN FRIENDS OF THE LOUVRE | |||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| AMERICAN HOSPITAL OF PARIS FOUNDATION | |||||||
| 477 MADISON AVENUE NO 6TH FLOOR | NEW YORK | NY | 10022 | SO I | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| AMERICAN PEDIATRIC SURGICAL ASSOCIATION FOUNDATION | |||||||
| 1061 EAST MAIN STREET SUITE 300 | EAST DUNDEE | IL | 60118 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| AMERICANS FOR PEACE NOW | |||||||
| 1320 19TH STREET NW STE 400 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| AMERICANS FOR PEACE NOW | |||||||
| 1320 19TH STREET NW STE 400 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | TO SUPPORT COVID WORK IN INDIA | $1,000 | |
| ASSOCIATION FOR ACADEMIC SURGERY FOUNDATION | |||||||
| 11300 W OLYMPIC BLVD NO 600 | LOS ANGELES | CA | 90064 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ASSOCIATION FOR INDIAS DEVELOPMENT | |||||||
| 5011 TECUMSEH ST | COLLEGE PARK | MD | 20740 | PC | TO SUPPORT COVID WORK IN INDIA | $4,000 | |
| BREAD FOR THE CITY | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| BREAST CANCER CENTER GBMC | |||||||
| 6701 N CHARLES ST | TOWSON | MD | 21204 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| BREM FOUNDATION TO DEFEAT BREAST CANCER | |||||||
| 8121 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| BREM FOUNDATION TO DEFEAT BREAST CANCER | |||||||
| 8121 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CAMPAIGN FOR FAIR SENTENCING OF YOUTH | |||||||
| 1319 F STREET NW NO 303 | WASHINGTON | DC | 20004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CAVENDISH IMPACT FOUNDATION | |||||||
| PO BOX 58 | HINGHAM | MA | 02043 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| CENTER CITY PUBLIC CHARTER SCHOOLS | |||||||
| 900 2ND ST NE STE 221 | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CENTER DISEASE DYNAMICS ECON & POLICY | |||||||
| 962 WAYNE AVE STE 530 | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| CHALLENGED ATHLETES | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| CHARITYVISION INTERNATIONAL | |||||||
| 3210 NORTH CANYON ROAD SUITE 107 | PROVO | UT | 84604 | PC | TO SUPPORT COVID WORK IN INDIA | $4,000 | |
| CHICAGO PARKS FOUNDATION | |||||||
| 541 NORTH FAIRBANKS COURT | CHICAGO | IL | 60611 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,500 | |
| CHILDREN'S DEFENSE FUND | |||||||
| 25 E STREET NW | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| CITYBRIDGE EDUCATION | |||||||
| 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| CIVIC NATION | |||||||
| 1156 15TH STREET NW STE 1000 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $40,000 | |
| CIVIC NATION | |||||||
| 1156 15TH STREET NW STE 1000 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| CLINTON FOUNDATION | |||||||
| 1200 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| DC DIAPER BANK | |||||||
| 1532 A STREET NW | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| DC PREP ACADEMY | |||||||
| 2405 MARTIN L KING JR AVE SE | WASHINGTON | DC | 20020 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $35,000 | |
| DIASPORA ARTS CONNECTION INC | |||||||
| 463 CAMELBACK ROAD | PLEASANT HILL | CA | 94523 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| EDWARD M KENNEDY INSTITUTE | |||||||
| 210 WILLIAM T MORRISSEY BLVD | BOSTON | MA | 02125 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| EMMANUEL HOSPTIAL ASSOCIATION - NORTH AMERICAN FELLOWSHIP | |||||||
| 215 N ARLINGTON HEIGHTS RD | ARLINGTON HEIGHTS | IL | 60004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| EMPOWERK12 | |||||||
| 800 MAINE AVE SW STE 200 | WASHINGTON | DC | 20024 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| FACE FOUNDATION | |||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $60,000 | |
| FIRST TEE OF CHICAGO FOUNDATION | |||||||
| 35 E WACKER DR STE 300 | CHICAGO | IL | 60601 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| FOLLOWING FRANCES | |||||||
| 999 LELAND DRIVE | LAFEYETTE | CA | 94549 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $4,000 | |
| FOUNDATION FOR NATIONAL INSTITUTE OF HEALTH | |||||||
| 11400 ROCKVILLE PIKE NO 600 | NORTH BETHESDA | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FREEDOM HOUSE INC | |||||||
| 1850 M STREET NW 11TH FLOOR | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| FRESHFARM MARKETS | |||||||
| 945 G STREET NW NO 211 | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M STREET NW SUITE 1050 S | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 45155 RESEARCH PL 260 | ASHBURN | VA | 20147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 45155 RESEARCH PL 260 | ASHBURN | VA | 20147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $12,000 | |
| GEORGETOWN UNIVERSITY HOSPITAL FOUNDATION | |||||||
| 3800 RESERVOIR RD NW | WASHINGTON | DC | 20007 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| GIRL SCOUTS OF CENTRAL MARYLAND | |||||||
| 4806 SETON DRIVE | BALTIMORE | MD | 21215 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $9,860 | |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $497,520 | |
| HAMILTON PARTNERSHIP FOR PATERSON INC | |||||||
| 32 SPROUCE STREET - 3RD FLOOR | PATERSON | NJ | 07501 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HEARTLAND ALLIANCE | |||||||
| 208 SOUTH LASALLE | CHICAGO | IL | 60604 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| HEPHZIBAH CHILDRENS ASSOCIATION | |||||||
| 1144 LAKE ST 5 | OAK PARK | IL | 60301 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| HILLWOOD ESTATE MUSEUM & GARDENS | |||||||
| 4155 LINNEAN AVENUE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| HOPE FOR CHILDREN INC | |||||||
| 801 W 4TH ST | PUEBLO | CO | 81003 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| INSTITUTE FOR POLICY STUDIES | |||||||
| 1301 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | 600 |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BOULEVARD SUITE 100 | NORTH BETHESDA | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JEWISH FOUNDATION FOR GROUP HOMES | |||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| JOEY'S FOUNDATION | |||||||
| 5117 52ND STREET NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 | |
| JOHNS HOPKINS SCHOOL OF MEDICINE | |||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $40,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $90,000 | |
| KING BAUDOUIN FOUNDATION | |||||||
| 10 ROCKEFELLER PL 16TH FL | NEW YORK | NY | 10020 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| KNOCK OUT ABUSE | |||||||
| 1303 BALLANTRAE FARM DR | MCLEAN | VA | 22101 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| KOOLEN DE VRIES SYNDROME FOUNDATION | |||||||
| PO BOX 470218 | FORT WORTH | TX | 76147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| LAC USC MEDICAL CENTER FOUNDATION INC | |||||||
| 1200 N STATE ST | LOS ANGELES | CA | 90033 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $12,000 | |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 20817 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| LEIBER INSTITUTE | |||||||
| 855 NORTH WOLFE STREET | BALTIMORE | MD | 21205 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| LOOKINGGLASS THEATRE COMPANY | |||||||
| 3320 W FOSTER AVE | CHICAGO | IL | 60625 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| LUCKY DOG ANIMAL RESCUE | |||||||
| 5159 LEE HIGHWAY | ARLINGTON | VA | 22207 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| MANY HANDS INC | |||||||
| 712 E 5TH ST APT 1 | PASADENA | MA | 02127 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| MARTHA'S TABLE INC | |||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| MARY'S CENTER FOR MATERNAL AND CHILD CARE | |||||||
| 233 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| MATTHEW HARRIS ORNSTEIN MEMORIAL FOUNDATION | |||||||
| 2212 WYOMING AVE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| MEDGLOBAL CHICAGO | |||||||
| 10604 SOUTHWEST HWY STE 107 | CHICAGO RIDGE | IL | 60415 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $40,000 | |
| MISSD - SUICIDE PREVENTION | |||||||
| C/O W DOLIN-180 E PEARSON NO 5301 | CHICAGO | IL | 60611 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| NARAL FOUNDATION | |||||||
| 1156 15TH STREET NW 700 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| NATIONAL BREAST CANCER COALITION FUND | |||||||
| 1010 VERMONT AVENUE NW SUITE 900 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| NATIONAL CENTER FOR HEALTH RESEARCH | |||||||
| 1001 CONNECTICUT AVENUE NW STE 1100 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| NATIONAL CENTER FOR JEWISH FILM | |||||||
| BRANDEIS UNIV LOWN 102 MS053 | WALTHAM | MA | 024549110 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| NATIONAL CENTER FOR YOUTH LAW | |||||||
| 1212 BROADWAY NO 600 | OAKLAND | CA | 94612 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| NATIONAL COUNCIL FOR INDEPENDENT LIVING | |||||||
| 2013 H ST N W 6TH FLOOR | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| NATIONAL DEMOCRATIC INSTITUTE | |||||||
| 455 MASSACHUSETTS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| NATIONAL DEMOCRATIC INSTITUTE | |||||||
| 455 MASSACHUSETTS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | AFGHANISTAN EMERGENCY SUPPORT | $20,000 | |
| NATIONAL GALLERY OF ART | |||||||
| 6TH AND CONSTITUTION AVENUE NW | WASHINGTON | DC | 20565 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| NATIONAL GALLERY OF ART | |||||||
| 6TH AND CONSTITUTION AVENUE NW | WASHINGTON | DC | 20565 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| NATIONAL INSTITUTE OF HEALTH | |||||||
| 10 CENTER DR | BETHESDA | MD | 20814 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| NEC SOCIETY DAVIS | |||||||
| PO BOX 72271 | DAVIS | CA | 95617 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| NO STOMACH FOR CANCER INC | |||||||
| PO BOX 46070 | MADISON | WI | 53744 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| OVARIAN CANCER RESEARCH FOUNDATION | |||||||
| FOURTEEN PENNSYLVANIA PLAZA NO 2110 | NEW YORK | NY | 10122 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| PATH | |||||||
| 2201 WESTLAKE AVENUE SUITE 200 | SEATTLE | WA | 98121 | PC | TO SUPPORT COVID WORK IN INDIA | $1,000 | |
| PCD FOUNDATION | |||||||
| 10137 PORTLAND AVE S | MINNEAPOLIS | MN | 55420 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| PHILLIPS COLLECTION | |||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| SASHA BRUCE YOUTHWORK INC | |||||||
| 741 8TH STREET SE | WASHINGTON | DC | 20003 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $300,000 | |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | GOV | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||
| 23532 CALABASAS ROAD NO A | CALABASAS | CA | 91302 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||
| 23532 CALABASAS ROAD NO A | CALABASAS | CA | 91302 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SOUTH AFRICAN AMERICAN ORG | |||||||
| 345 EAST 93RD STREET | NEW YORK | NY | 10128 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ST JOSEPH FOUNDATION | |||||||
| 85882 WATER WORKS ROAD | HOPEDALE | OH | 43976 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| STUDIO THEATER | |||||||
| 1501 14TH ST NW NO 3 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SYRIAN COMMUNITY NETWORK | |||||||
| 5439 N BROADWAY UNIT 1 | CHICAGO | IL | 60640 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| TEMPLE SINAI | |||||||
| 509 BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| TEN THOUSAND VILLAGES | |||||||
| 704 MAIN STREET PO BOX 307 | AKRON | PA | 17501 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $70,000 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $404,712 | |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000,000 | |
| THE DEFIANT REQUIEM FOUNDATION | |||||||
| 5506 CONNECTICUT AVE NW STE 24 | WASHINGTON | DC | 20015 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 | |
| THE ROOSEVELT INSTITUTE | |||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| TONY LARUSSAS ANIMAL RESCUE FOUNDATION - WALNUT CREEK | |||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| TORTURE ABOLITION & SURVIVORS SUPPORT | |||||||
| 4121 HAREWOOD ROAD NE | WASHINGTON | DC | 20017 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| TREGARON CONSERVANCY | |||||||
| 2954 MACOMB STREET | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| TRUSTEES OF HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| TRUSTEES OF PRINCETON | |||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| TRUSTEES OF PRINCETON | |||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| UNIVERSITY OF CALIFORNIA FOUNDATION SAN FRANCISCO | |||||||
| UCSF BOX 0815 SUITE 425 | SAN FRANCISCO | CA | 94143 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVE SUITE 300 | CHICAGO | IL | 60637 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| URBAN TEACHER CENTER INC | |||||||
| 1800 WASHINGTON BLVD SUITE 411 | BALTIMORE | MD | 21230 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| US AGAINST ALZHEIMERS | |||||||
| 1101 K ST NW STE 400 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| VAN NESS ELEMENTARY SCHOOL PTO | |||||||
| 1150 5TH STREET SE | WASHINGTON | DC | 20003 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PL PMB 406310 | NASHVILLE | TN | 37240 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| VERA INSTITUTE FOR JUSTICE INC | |||||||
| 34 35TH STREET NO 4-2A | BROOKLYN | NY | 11232 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 | |
| WASHINGTON DRAMA SOCIETY INC | |||||||
| 1101 SIXTH STREET SE | WASHINGTON | DC | 20024 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| WASHINGTON NATIONALS DREAM FOUNDATION | |||||||
| 1500 S CAPITOL ST SE | WASHINGTON | DC | 20003 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| WE CARE INCORPORATED | |||||||
| 1301 M 43 STE 2B | SOUTH HAVEN | MI | 49090 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| WENDT CENTER FOR LOSS & HEARING | |||||||
| 4201 CONNECTICUT AVENUE NW NO 300 | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $250,000 | |
| WOODLAND NORMANSTONE NEIGHBORHOOD ASSOCIATION | |||||||
| 2606 NORMANSTONE LN NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| WOODLEY HOUSING CORPORATION - CHRONIC MENTAL ILLNESS | |||||||
| 6856 EASTERN AVENUE NW NO 300 | WASHINGTON | DC | 20012 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| WYCOFF HOUSE MUSEUM | |||||||
| 5816 CLARENDON ROAD | BROOKLYN | NY | 11203 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,448,092 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,897 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $879,584 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,563 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,603 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,966 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| BOOK TO TAX DIFFERENCE - UBI | 523000 | -$1,372 |
| PARTNERSHIP UBI REPORTED ON K-1'S | 523000 | $1,372 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $981,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $981,613 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,600 | Amt |
| Net Investment Income | $12,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS US TREASURY BONDS | $499,288 | $498,885 |
| US TREASURY BONDS | $11,097,311 | $11,097,538 |
| US FIXED INCOME | $449,850 | $406,297 |
| THE REAVES UTILITY INCOME TRUST | $69,387 | $70,240 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC/CA-CL C | $78,579 | $723,398 |
| ALPHABET INC/CA-CL A | $78,989 | $724,260 |
| APPLE INC | $2,170,133 | $6,552,333 |
| BERKSHIRE HATHAWAY INC-CL A | $932,920 | $36,503,622 |
| BERKSHIRE HATHAWAY INC-CL B | $86,951 | $112,125 |
| BLACKSTONE INC | $625,305 | $6,469,500 |
| BOEING CO | $55,693 | $28,185 |
| CHEVRON CORP | $890,287 | $985,740 |
| COCA-COLA CO | $8,661 | $1,783,701 |
| CSX CORP | $143,490 | $338,400 |
| DANAHER CORP | $3,889,160 | $8,225,250 |
| DELTA AIR LINES INC | $27,391 | $39,080 |
| DEXCOM INC | $160,102 | $1,342,375 |
| DOLLAR GENERAL CORP | $131,060 | $471,660 |
| DOMINION ENERGY INC .COM | $259,731 | $274,960 |
| EXXON MOBIL CORP | $36,929 | $26,924 |
| FORTUNE BRANDS HOME & SECURI | $99,948 | $427,600 |
| GENERAL DYNAMICS CORP | $943,591 | $1,313,361 |
| INTL BUSINESS MACHINES CORP | $144,015 | $148,229 |
| JPMORGAN CHASE & CO | $188,788 | $237,525 |
| KYNDRYL HOLDINGS INC | $6,314 | $4,000 |
| LOEWS CORP | $926 | $95,304 |
| MCDONALD'S CORP | $107,242 | $13,229,791 |
| NIKE INC -CL B | $58,762 | $3,666,740 |
| ROSS STORES INC | $224,947 | $15,770,754 |
| UBER TECHNOLOGIES INC> | $212,200 | $267,052 |
| VISA INC-CLASS A SHARES | $80,755 | $1,300,260 |
| WALGREENS BOOTS ALLIANCE INC | $723 | $182,560 |
| WAL-MART STORES INC | $26,156 | $723,450 |
| WALT DISNEY CO | $59,517 | $1,383,168 |
| ROYAL DUTCH SHELL-SPON ADR-A | $72,284 | $52,080 |
| CARNIVAL CORP | $52,177 | $40,240 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERMAN PROPERTIES | AT COST | $4,564 | $4,564 |
| AVENUE EUROPE CAPITAL SOLUTIONS | AT COST | $28,934 | $18,715 |
| EMERGING EUROPE GR. FND II | AT COST | $3,258 | $3,258 |
| EMERSON POINT CAPITAL OVERSEAS | AT COST | $1,018,802 | $1,530,005 |
| GLENVIEW OFFSHORE OPPORTUNITY | AT COST | $750,000 | $762,166 |
| L&B ONSHORE FUND LP | AT COST | $439,575 | $439,575 |
| LONG POND OFFSHORE LTD. | AT COST | $973,872 | $997,053 |
| LUX VENTURES CAYMAN III, LP | AT COST | $211,537 | $211,537 |
| SHELLBACK OFFSHORE FUND LTD. | AT COST | $1,476,448 | $2,755,347 |
| SKELLIG OFFSHORE LTD. | AT COST | $11,561 | $11,561 |
| THIRTEEN PARTNERS OFFSHORE, LTD. | AT COST | $500,000 | $1,145,286 |
| TRIAN PARTNERS, LTD. | AT COST | $1,000,000 | $1,588,550 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN ARTWORK | Desc |
| BOY Book Value | $329,033 | BOYBookValueAmt |
| EOY Book Value | $329,033 | EOYBookValueAmt |
| EOYFMV | $329,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEDUCTIONS FROM PASSTHROUGH INVESTMENTS | $23,154 | $23,154 | $0 |
| DUES & SUBSCRIPTIONS | $564 | $0 | $564 |
| INSURANCE | $2,556 | $0 | $2,556 |
| INTEREST EXPENSE - FROM PASSTHROUGHS | $10,347 | $10,347 | $0 |
| INTEREST EXPENSE - OTHER | $196 | $0 | $196 |
| LICENSES AND FEES | $190 | $0 | $190 |
| MEALS & ENTERTAINMENT | $85 | $0 | $85 |
| OFFICE EXPENSE/SUPPLIES | $337 | $0 | $337 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $3,403 | $3,403 | $3,403 |
| OTHER INCOME | $20,200 | $20,200 | $20,200 |
| PARTNERSHIP UBI REPORTED ON K-1'S | -$1,372 | ||
| BOOK TO TAX DIFFERENCE - UBI | -$1,372 | -$1,372 | |
| PARTNERSHIP UBI REPORTED ON K-1'S | $1,372 | $0 | $1,372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR DIFFERENCE IN CONTRIBUTED STOCK & BOOK TO TAX DIFFERENCE | Desc |
| Amt | $1,622,770 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $196,066 | Amt |
| Net Investment Income | $196,066 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $11,774 | $5,887 | $5,887 |
| FOREIGN TAXES | $295 | $295 | $0 |
| FOREIGN TAXES - FROM PASSTHROUGHS | $99 | $99 | $0 |
| FEDERAL EXCISE TAX | $204,107 | $0 | $0 |
| 990-PF EXCISE TAX PENALTY | $972 | $0 | $0 |