GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION (EIN 52-2102799)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349101226
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:21:51-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522102799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GARY AND PENNIE ABRAMSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3019847000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD - NINTH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY ABRAMSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3019847000 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | ABRAMSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | $58,215,183 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54,142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,166,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,166,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,063,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,323,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,063,812 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $434 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $434 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,434,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,284,914 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,521 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258,971 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $258,971 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $276,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $262,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,425,362 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,425,362 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,702,054 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $262,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,425,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$267,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,022,422 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $994,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,107 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,964 | AcctRcvblBOYAmt |
| Rcvbl From Officers BOY | $29,178,466 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $27,719,031 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $27,719,031 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $19,766,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,710,208 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,463,696 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $741,184 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $821,939 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $866,349 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $50,684,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,417,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,215,183 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $45,203,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,203,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,480,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,213,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,684,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,417,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,684,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,417,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,684,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$267,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,417,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,417,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,284,734 | $7,193,829 | $1,090,905 | $1,090,905 | |
| LT CAPITAL GAIN DISTRIBUTION | $13,960 | $13,960 | $13,960 | P | |
| LOSS ON LIQUIDATION OF GS VINTAGE V FUND | $65,572 | -$65,572 | -$65,572 | P | |
| GAIN FROM PARTNERSHIP INVESTMENTS | $1,681 | $1,681 | $1,681 | P | |
| GAIN FROM GS INVESTMENT PARTNERS | $10,438 | $10,438 | $10,438 | P | |
| GAIN FROM MADOFF INVESTMENT | $12,400 | $12,400 | $12,400 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,063,812 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,893 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,893 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,781 | OverpaymentAmt |
| Applied To ES Tax | $17,781 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN RESUTEK | IndividualWithBooksNm |
| Phone | 3019847000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD 9TH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524282 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| GARY M ABRAMSON | ||||||||
| 2000 TOWER OAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | TRUSTEE-PART | 2.00 | $0 | $0 | $0 |
| PENNIE M ABRAMSON | ||||||||
| 2000 TOWER OAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | TRUSTEE-PART | 1.00 | $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 | $27,791,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $973,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,320,325 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,085,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,085,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $871,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,213,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,860,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,860,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,112 | TotalTaxAmt |
| Distributable Before Adj | $2,832,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,832,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,832,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,425,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,425,362 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,832,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168,476 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $168,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,425,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,425,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $168,476 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $168,476 | 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 | $238,748 | 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) |
|---|---|---|
| Contributing Manager | GARY M ABRAMSON | ContributingManagerNm |
| Contributing Manager | PENNIE M ABRAMSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 6TH & I SYNAGOGUE | |||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $5,000 | |
| A WIDER CIRCLE | |||||||
| 10325 KENSINGTON PARKWAY 70 | KENSINGTON | MD | 20895 | PC | UNRESTRICTED FUNDS | $5,000 | |
| ACTIVE MINDS | |||||||
| 2001 S STREET NW SUITE 630 | WASHINGTON | DC | 20009 | PC | UNRESTRICTED FUNDS | $2,500 | |
| AFRICAN WILDLIFE FDN | |||||||
| 1100 NEW JERSEY AVENUE SE SUITE 900 | WASHINGTON | DC | 20003 | PC | UNRESTRICTED FUNDS | $250 | |
| AISH DC | |||||||
| 11418 OLD GEORGETOWN ROAD | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $30,000 | |
| ALS ASSOCIATION DCMDVA CHAPTER | |||||||
| 7507 STANDISH PLACE | ROCKVILLE | MD | 20855 | PC | UNRESTRICTED FUNDS | $8,333 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 8180 GREENSBORO DRIVE 400 | MCLEAN | VA | 22101 | PC | UNRESTRICTED FUNDS | $2,500 | |
| AM COMMITTEE FOR THE WEIZMANN INST OF SCIENCE | |||||||
| 633 3RD AVENUE 20TH FL | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $440,000 | |
| AMERICAN FRIENDS OF GALILEE MEDICAL CENTER | |||||||
| 315 MADISON AVENUE | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $25,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 215 H STREET NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $60,000 | |
| AMERICAN UNIVERSITY | |||||||
| PO BOX 96609 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED FUNDS | $400,000 | |
| AMERICAN UNIVERSITY HILLEL | |||||||
| 4400 MASS AVENUE NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $25,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $5,000 | 1020 |
| ARTOGETHER | |||||||
| 2749 ARLINGTON BLVD | EL CERRITO | CA | 94530 | PC | UNRESTRICTED FUNDS | $10,000 | |
| BAIS HAMEDRASH & MESIVTA OF BALTIMORE | |||||||
| 6823 OLD PIMLICO RD | BALTIMORE | MD | 21209 | PC | UNRESTRICTED FUNDS | $7,500 | |
| BEAST FDN | |||||||
| 77 ROCKINGHAM AVE | MALDEN | MA | 02148 | PC | UNRESTRICTED FUNDS | $1,000 | |
| BEST BUDDIES INTERNATIONAL | |||||||
| 100 SOUTHEAST SECOND STREET SUITE | MIAMI | FL | 33131 | PC | UNRESTRICTED FUNDS | $10,000 | 200 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $10,000 | |
| BREM FOUNDATION TO DEFEAT BREAST CANCER | |||||||
| 8720 GEORGIA AVENUE SUITE 302 | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $5,000 | |
| BUONICONTI FOUNDATION TO CURE PARALYSIS | |||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $25,000 | |
| CABIN JOHN PARK VOLUNTEER FIRE DEPARTMENT | |||||||
| 8001 RIVER RD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $1,500 | |
| CAPITAL JEWISH MUSEUM | |||||||
| 1319 F ST NW SUITE 810 | WASHINGTON | DC | 20004 | PC | UNRESTRICTED FUNDS | $11,111 | |
| CENTER FOR INSPIRED TEACHING | |||||||
| 1436 U STREET NW SUITE 400 | WASHINGTON | DC | 20009 | PC | UNRESTRICTED FUNDS | $1,000 | |
| CENTER FOR ISRAEL STUDIES | |||||||
| 4400 MASS AVENUE NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $25,000 | |
| CHABAD LUBAVITCH OF MD | |||||||
| 11621 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $10,000 | |
| CHABAD LUBAVITCH OF THE AU COMMUNITY | |||||||
| 3040 IDAHO AVE NW 717 | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $5,000 | |
| CHARLES E SMITH LIFE COMMUNITIES | |||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $10,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | UNRESTRICTED FUNDS | $5,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $66,000 | |
| CITY YEAR INC - WASHINGTON DC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | UNRESTRICTED FUNDS | $10,000 | |
| COLOMBIA LIGHTHOUSE FOR THE BLIND | |||||||
| 1825 K STREET NW SUITE 1103 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED FUNDS | $1,666 | |
| CONCUSSION LEGACY FOUNDATION | |||||||
| 361 NEWBURY STREET 5TH FLOOR | BOSTON | MA | 02115 | PC | UNRESTRICTED FUNDS | $3,000 | |
| CONGREGATION B'NAI TZEDEK | |||||||
| 10621 SOUTH GLEN ROAD | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $50,000 | |
| DC COLLEGE ACCESS PROGRAM | |||||||
| 1400 L STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $131,835 | |
| DIENER SCHOOL | |||||||
| 11701 DANVILLE DRIVE | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $29,000 | |
| FAMILY EQUALITY COUNCIL | |||||||
| 475 PARK AVENUE SOUTH SUITE 2100 | NEW YORK | NY | 10016 | PC | UNRESTRICTED FUNDS | $5,000 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | |||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | PC | UNRESTRICTED FUNDS | $10,000 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M STREET NW 1050 SOUTH | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $25,000 | |
| FRIENDS OF ISRAELI DEFENSE FORCES | |||||||
| POBOX 395 | STEVENSON | MD | 21153 | PC | UNRESTRICTED FUNDS | $48,000 | |
| GIFT OF LIFE | |||||||
| 5901 BROKEN SOUND PKWY NW SUITE 600 | BOCA RATON | FL | 33487 | PC | UNRESTRICTED FUNDS | $5,000 | |
| GOLDEN NETWORK | |||||||
| PO BOX 10995 | SILVER SPRING | MD | 20914 | PC | UNRESTRICTED FUNDS | $3,000 | |
| GREATER WASHINGTON COMM FDN | |||||||
| 1325 G ST NW SUITE 480 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $2,000 | |
| GUITARS OVER GUNS | |||||||
| 169 E FLAGLER ST SUITE 1134 | MIAMI | FL | 33131 | PC | UNRESTRICTED FUNDS | $5,000 | |
| HABITAT FOR HUMANITY METRO MD | |||||||
| 8380 COLESVILLE RD STE 700 | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $8,333 | |
| HASBARA FELLOWSHIPS | |||||||
| 315 WEST 36TH STREET 5061 | NEW YORK | NY | 10018 | PC | UNRESTRICTED FUNDS | $10,000 | |
| HEIFETZ INTERNATIONAL MUSIC INSTITUTE | |||||||
| 107 EAST BEVERLEY ST | STAUNTON | VA | 24401 | PC | UNRESTRICTED FUNDS | $75,000 | |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVE NW APT 201 | WASHINGTON | DC | 20007 | PC | UNRESTRICTED FUNDS | $2,000 | |
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVE | BETHESDA | MD | 20814 | PC | UNRESTRICTED FUNDS | $2,500 | |
| ISRAAID GLOBAL HUMANITARIAN AS | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | PC | UNRESTRICTED FUNDS | $20,000 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | PC | UNRESTRICTED FUNDS | $25,000 | |
| JACKSON HEALTH FDN | |||||||
| 1500 NW 12TH AVE SUITE 1117 EAST | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $10,000 | |
| JEWISH ADOPT&FOSTER CARE OPTNS | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | PC | UNRESTRICTED FUNDS | $5,000 | |
| JEWISH COALITION AGAINST DOMESTIC ABUSE | |||||||
| 143 ROLLINS AVE | ROCKVILLE | MD | 20847 | PC | UNRESTRICTED FUNDS | $5,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GW | |||||||
| 6101 MONTROSE ROAD 205 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $30,000 | |
| JEWISH COUNCIL FOR THE AGING | |||||||
| THE JCA ANN L BRONFMAN CENTER 12320 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $10,000 | PARKLAWN DR |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE ROAD SUITE 100 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $125,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED FUNDS | $10,000 | |
| JEWISH SOCIAL SERVICES AGENCY | |||||||
| THE INA KAY BUILDING 200 WOOD HILL | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $3,500 | ROAD |
| JLCFI INC | |||||||
| 41216 FISHER ISLAND DR | MIAMI BEACH | FL | 33109 | PC | UNRESTRICTED FUNDS | $10,000 | |
| JUVENILE DIABETES RES FDN | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PC | UNRESTRICTED FUNDS | $5,000 | |
| KEEN GTR DC | |||||||
| PO BOX 341590 | BETHESDA | MD | 20827 | PC | UNRESTRICTED FUNDS | $1,000 | |
| KID MUSEUM | |||||||
| 6400 DEMOCRACY BLVD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $500 | |
| KOMEN WASHINGTON DC RACE FOR THE CURE | |||||||
| PO BOX 955291 | DALLAS | TX | 75395 | PC | UNRESTRICTED FUNDS | $2,500 | |
| LEARNING YOUR FUNCTION INC | |||||||
| 2017 REIGLER RD | LAND O LAKES | FL | 34639 | PC | UNRESTRICTED FUNDS | $2,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | UNRESTRICTED FUNDS | $11,500 | |
| MADDUX SCHOOL | |||||||
| 11614 SEVEN LOCKS RD | ROCKVILLE | MD | 20854 | PC | UNRESTRICTED FUNDS | $500 | |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | PC | UNRESTRICTED FUNDS | $27,000 | |
| MCLEAN SCHOOL | |||||||
| 8224 LOCHINVER LN | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $20,000 | |
| MCPS EDUCATIONAL FOUNDATION INC | |||||||
| 850 HUNGERFORD DRIVE ROOM 149 | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $10,000 | |
| MESVITA NEIMUS HATORAH | |||||||
| 6104 PARK HBGHTS AVE | BALTIMORE | MD | 21215 | PC | UNRESTRICTED FUNDS | $5,000 | |
| MIAMI DIAPER BANK | |||||||
| 4770 BISCANE BLVD SUITE 980 | MIAMI | FL | 33137 | PC | UNRESTRICTED FUNDS | $1,500 | |
| MIAMI MUSIC PROJ | |||||||
| 2000 S DIXIE HWY SUITE 100B | MIAMI | FL | 33133 | PC | UNRESTRICTED FUNDS | $1,500 | |
| MICHAEL MOSIER DEFEAT DIPG FDTN | |||||||
| POBOX 34277 | BETHESDA | MD | 20827 | PC | UNRESTRICTED FUNDS | $5,000 | |
| MOUNT VERNON VERTUOSI INC | |||||||
| 1 RUBY FIELD COURT | BALTIMORE | MD | 21209 | PC | UNRESTRICTED FUNDS | $20,000 | |
| MPN RESEARCH FOUNDATION | |||||||
| 180 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | PC | UNRESTRICTED FUNDS | $5,000 | 1870 |
| NATIONAL SYMPHONY ORCHESTRA | |||||||
| 4400 MACARTHUR BLVD NW STE 306 | WASHINGTON | DC | 20007 | PC | UNRESTRICTED FUNDS | $5,000 | |
| NATL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL STREET SUITE 006 | NEWTON | MA | 02458 | PC | UNRESTRICTED FUNDS | $5,000 | |
| NORWOOD SCHOOL | |||||||
| 8821 RIVER ROAD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $73,000 | |
| OPERATION EMBRACE | |||||||
| 350-C FORTUNE TERRACE PBB 209 | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $5,000 | |
| PROJECT MEDISHARE FOR HAITI | |||||||
| 8260 NE 2ND AVE | MIAMI | FL | 33138 | PC | UNRESTRICTED FUNDS | $25,000 | |
| RABBINICAL SEMINARY | |||||||
| PO BOX 137 | WHITE LAKE | NY | 12786 | PC | UNRESTRICTED FUNDS | $5,000 | |
| ROCKVILLE VFD | |||||||
| PO BOX 1789 | ROCKVILLE | MD | 20849 | PC | UNRESTRICTED FUNDS | $1,500 | |
| SAVE A CHILD'S HEART | |||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SAVE THE CHILDREN FEDERATION | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | UNRESTRICTED FUNDS | $10,000 | |
| SEL4CA | |||||||
| PO BOX 2177 | VENTURA | CA | 93002 | PC | UNRESTRICTED FUNDS | $2,000 | |
| SOS INTERNATIONAL | |||||||
| 1101 WOOTTON PARKWAY SUITE 900 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $25,000 | |
| SOUTH FLORIDA PBS | |||||||
| 3401 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $10,000 | |
| SR DOG SANCTUARY OF MD INC | |||||||
| 1708 BYFIELD CT | GAMBRILLS | MD | 21054 | PC | UNRESTRICTED FUNDS | $5,000 | |
| STEPPING STONES SHELTER | |||||||
| PO BOX 712 | ROCKVILLE | MD | 20848 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SUBURBAN HOSPITAL FOUNDATION | |||||||
| 8600 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | PC | UNRESTRICTED FUNDS | $100,000 | |
| SUNDARI FOUNDATION INC | |||||||
| 217 NW 15TH STREET | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $25,000 | |
| SUNFLOWER BAKERY | |||||||
| 8507 ZIGGY LANE | GAITHERSBURG | MD | 20877 | PC | UNRESTRICTED FUNDS | $5,000 | |
| THE HOLTON ARM SCHOOL | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $10,000 | |
| THE INVISIBLE HAND FOUNDATION | |||||||
| 5708 BENT BRANCH RD | BETHESDA | MD | 20816 | PC | UNRESTRICTED FUNDS | $500 | |
| THE LEV EXPERIENCE | |||||||
| 6309 EXECUTIVE BLVD | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $5,000 | |
| TORAH INSTITUTE OF BALTIMORE | |||||||
| 35 ROSEWOOD LN | OWINGS MILLS | MD | 21117 | PC | UNRESTRICTED FUNDS | $5,000 | |
| TORAH SCHOOL OF GREATER WASHINGTON | |||||||
| 2010 LINDEN LANE | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $20,000 | |
| UMBC FOUNDATION | |||||||
| 1000 HILLTOP CIR | BALTIMORE | MD | 21250 | PC | UNRESTRICTED FUNDS | $7,500 | |
| WAMU 885 | |||||||
| 4401 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | PC | UNRESTRICTED FUNDS | $2,000 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $10,000 | |
| WASHINGTON NATIONALS DREAM FOUNDATION | |||||||
| 1500 S CAPITOL STREET SE | WASHINGTON | DC | 20003 | PC | UNRESTRICTED FUNDS | $25,000 | |
| WASHINGTON NATIONALS YOUTH BASEBALL ACADEMY | |||||||
| 1500 SOUTH CAPITAL STREET SE | WASHINGTON | DC | 20003 | PC | UNRESTRICTED FUNDS | $8,334 | |
| WASHINGTON PROJECT FOR THE ARTS | |||||||
| 2124 8TH STREET NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $5,000 | |
| YOUTH ART FOR HEALING | |||||||
| PO BOX 30183 | BETHESDA | MD | 20824 | PC | UNRESTRICTED FUNDS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,425,362 | 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 | $54,142 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,166,526 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,063,812 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,284,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,284,914 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY M ABRAMSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD 9TH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REGARDING NOTE RECEIVABLE | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART II, LINE 6 | FormAndLineReferenceDesc |
| Medium Explanation | NOTE RECEIVABLE DUE FROM THE GARY M. ABRAMSON 2008 TRUSTRECEIVABLE RELATES TO THE 2012 PURCHASE OF OPTIONED INTERESTS DURING PERIOD OF ADMINISTRATION OF AN ESTATE. THE OPTIONED INTERESTS WERE PURCHASED IN ACCORDANCE WITH AND PURSUANT TO THE REQUIREMENTS OF THE EXCEPTION TO INDIRECT SELF-DEALING IN TRES. REG. 53.4941(D)-1(B)(3).ORIGINAL AMOUNT = 35,477,193DATE OF NOTE = 9/7/12MATURITY DATE = 9/6/42INTEREST RATE = 2.18%REPAYMENT TERMS = ANNUAL INSTALLMENT PAYMENTS OF PRINCIPAL AND INTEREST | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $21,710,208 | EOYBookValueAmt |
| EOYFMV | $29,463,696 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STATE OF ISRAEL BONDS | AT COST | $250,000 | $250,000 |
| INVESTMENT IN PARTNERSHIP | AT COST | $571,939 | $616,349 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $155,143 | $155,143 | $0 |
| OFFICE EXPENSES | $187 | $187 | $0 |
| OTHER FLOW THROUGH DEDUCTION | $13,320 | $13,320 | $0 |
| MISEC. EXPENSES | $384 | $384 | $0 |
| LOSS FROM PARTNERSHIP ACTIVITIES | $89,937 | $89,937 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS-THROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $434 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $434 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,521 | $3,521 | $0 |
| TAXES AND LICENSES | $14,200 | $0 | $0 |