CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202243139349101549
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees 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 | 2022-11-09T14:41:00-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | 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 | 526047536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARL M FREEMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 3026548500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE L FREEMAN | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 3026548500 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | FREEMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $120,531,841 | 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 | $212 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $212 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,151,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,151,292 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $48,496 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $48,496 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $48,496 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,003,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,999,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,791,453 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,026,323 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,204,781 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,229,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,196,234 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $251,897 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,190 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $226,707 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $188,175 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,226 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $159,948 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $45,925 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,499 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,821 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,337 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,337 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,811 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,811 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $496,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $438,068 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,633 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $128,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,982 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $179,430 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $102,859 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $104,033 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,919 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,979 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126,134 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,489 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,504,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $630,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $690,758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,570,013 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,565,447 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,074,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $630,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,256,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,155,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,566,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,269,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,891,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,891,458 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $133,647 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $98,991 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,991 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,166,624 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,044,254 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,044,254 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,322,727 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,912,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,912,532 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,070,603 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,504,235 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,504,235 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,896,918 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $27,853,857 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $27,896,918 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $27,896,918 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $13,950,187 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,089,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,089,948 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,647,907 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $554,402 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,358,427 | LandBOYAmt |
| Land EOY | $8,093,505 | LandEOYAmt |
| Land EOYFMV | $8,093,505 | LandEOYFMVAmt |
| Total Assets BOY | $113,125,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,531,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,531,841 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $112,759 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,550 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $112,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,550 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $113,012,462 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $120,500,291 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,012,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,500,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,125,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,531,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,012,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,155,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,332,274 | OtherIncreasesAmt |
| Subtotal | $120,500,291 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,500,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-12-31 | 2021-12-31 | $15,411,721 | $10,733,323 | $4,678,398 | $4,678,398 |
| CAPITAL GAIN DISTRIBUTION | P | 2020-12-31 | 2021-12-31 | $113,055 | $113,055 | $113,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,791,453 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,631 | 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 | $102,631 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $97 | EsPenaltyAmt |
| Tax Due | $2,635 | TaxDueAmt |
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 | 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 | WWW.CARLFREEMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHONDA TULLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026548500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | 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 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE L FREEMAN | ||||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | CHAIRMAN/PRESIDENT | 14.00 | $128,158 | $1,542 | $6,634 |
| PATTI GRIMES | ||||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | EXECUTIVE DIRECTOR | 20.00 | $123,739 | $4,140 | $3,784 |
| CHRISTINE A SHREVE | ||||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | TREASURER/VICE CHAIRMAN/DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICHOLAS FREEMAN | ||||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | SECRETARY/DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORY | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT FEES | $157,562 |
| CHEVY CHASE BANK | |||||
| 7501 WISCONSIN AVE 1500W | BETHESDA | MD | 20814 | INVESTMENT FEES | $103,779 |
| CITI PRIVATE BANK | |||||
| 153 EAST 53RD STREET 18TH FL | NEW YORK | NY | 10022 | INVESTMENT FEES | $71,203 |
| JP MORGAN | |||||
| 800 CONNECTICUT AVENUE NW 9TH FL | WASHINGTON | DC | 20006 | INVESTMENT FEES | $62,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $79,766,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,571,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,645,938 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,983,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,983,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,649,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,334,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,416,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,416,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,169 | TotalTaxAmt |
| Distributable Before Adj | $5,311,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $474,900 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,786,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,786,432 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,256,205 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $175,292 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,431,497 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,786,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,280,660 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,280,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,431,497 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,431,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,354,935 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,354,935 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,925,725 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,925,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,925,725 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATTI GRIMES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026548500 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOLLOWING RESTRICTIONS APPLY TO APPLICANTS: - APPLICANTS MUST BE AN IRS-RECOGNIZED 501(C)(3) TAX-EXEMPT, NONPROFIT ORGANIZATION IN GOOD STANDING, OR A PUBLIC AGENCY SPECIFICALLY SERVING THE RESIDENTS OF THE FUNDING AREA. - APPLICANTS APPLYING IN MONTGOMERY COUNTY, MD, MUST HAVE AN ANNUAL OPERATING BUDGET OF $750,000 OR LESS AND BE BASED IN MONTGOMERY COUNTY, MD. - APPLICANTS APPLYING IN SUSSEX COUNTY, DE, MUST HAVE AN ANNUAL OPERATING BUDGET OF $500,000 OR LESS AND BE BASED IN SUSSEX COUNTY, DE. AWARDS ARE NOT MADE TO: - INDIVIDUALS - POLITICAL ASSOCIATIONS OR CANDIDATES AWARDS ARE NOT MADE TO: - ORGANIZATIONS THAT WOULD DISBURSE FUNDING TO OTHER ORGANIZATIONS - ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, SEXUAL ORIENTATION, AGE, RELIGION, DISABILITY OR NATIONAL ORIGIN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART LEAGUE OF OCEAN CITY INC | |||||||
| 502 94TH STREET | OCEAN CITY | MD | 21842 | NONE | PUBLIC CHARITY | ARTS | $1,500 |
| DWDOC LLC | |||||||
| PO BOX 333 | WILMINGTON | DE | 19899 | NONE | PUBLIC CHARITY | ARTS | $75,000 |
| JOSHUA M FREEMAN FOUNDATION INC | |||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | ARTS | $5,000 |
| CITYDANCE | |||||||
| 4000 ALBERMARLE ST NW SUITE 304 | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | ARTS | $20,000 |
| MIDDLEBURG FILM FESTIVAL | |||||||
| PO BOX 1566 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC CHARITY | ARTS | $10,000 |
| OLNEY THEATRE | |||||||
| 2001 OLNEY SANDY SPRING ROAD | OLNEY | MD | 20832 | NONE | PUBLIC CHARITY | ARTS | $10,000 |
| STRATHMORE HALL FOUNDATION INC | |||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | ARTS | $5,000 |
| THEARC | |||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | ARTS | $1,105 |
| WASHINGTON NATIONAL OPERA | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | PUBLIC CHARITY | ARTS | $25,000 |
| CAPE HENLOPEN EDUCATIONAL FOUNDATION | |||||||
| 1270 KINGS HIGHWAY | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| DELAWARE TECH EDUCATIONAL FDTN FUND | |||||||
| 211779 COLLEGE DR | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| DELAWARE TECHNICAL COMMUNITY COLLEGE | |||||||
| PO BOX 897 | DOVER | DE | 19903 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| DELMAR MIDDLE SCHOOL | |||||||
| 200 N 8TH STREET | DELMAR | DE | 19940 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| INDIAN RIVER HIGH SCHOOL | |||||||
| 29772 ARMORY ROAD | DAGSBORO | DE | 19939 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| JOHN M CLAYTON ELEMENTARY SCHOOL (PTO) | |||||||
| 252 CLAYTON AVENUE | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 208173199 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| LAUREL ELEMENTARY SCHOOL | |||||||
| 815 S CENTRAL AVENUE | LAUREL | DE | 19956 | NONE | PUBLIC CHARITY | EDUCATION | $3,000 |
| LITERACY DELAWARE INC | |||||||
| PO BOX 2083 | WILMINGTON | DE | 198992083 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| LORD BALTIMORE ELEMENTARY SCHOOL | |||||||
| 120 ATLANTIC AVENUE | OCEAN VIEW | DE | 19970 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| LULU ROSS ELEMENTARY SCHOOL | |||||||
| 310 LOVERS LANE | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| MARINER MIDDLE SCHOOL | |||||||
| 16391 HARBESON ROAD | MILTON | DE | 19968 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| MILFORD SENIOR HIGH SCHOOL | |||||||
| 1019 N WALNUT STREET | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| NORTH GEORGETOWN ELEMENTARY SCHOOL | |||||||
| 664 N BEDFORD STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| NORTH LAUREL LEARNING ACADEMY | |||||||
| 600 WILSON STREET | LAUREL | DE | 19956 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| PHILLIP C SHOWELL ELEMENTARY SCHOOL | |||||||
| 41 BETHANY ROAD | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| READ ALOUD DELAWARE | |||||||
| 108 N BEDFORD STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| READ ALOUD DELAWARE | |||||||
| 108 N BEDFORD STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 |
| SEAFORD MIDDLE SCHOOL | |||||||
| 500 E STEIN HIGHWAY | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| SELBYVILLE MIDDLE SCHOOL | |||||||
| 80 BETHANY ROAD | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| SOUTHERN DELAWARE SCHOOL OF THE ARTS | |||||||
| 27 HOSIER STREET | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| WEST SEAFORD ELEMENTARY SCHOOL | |||||||
| 511 SUSSEX AVENUE | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| WOODBRIDGE EARLY CHILDHOOD ED CENTER | |||||||
| 400 GOVERNORS AVENUE | GREENWOOD | DE | 19950 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| WOODBRIDGE HIGH SCHOOL | |||||||
| 14712 WOODBRIDGE ROAD | GREENWOOD | DE | 19950 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| BENDER JCC OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 208524857 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| BISHOP WALKER SCHOOL | |||||||
| DEVELOPMENT OFFICE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | EDUCATION | $16,000 |
| CESAR CHAVEZ PUBLIC CHARTER SCHOOLS | |||||||
| 37001 HAYES STREET | WASHINGTON | DC | 20019 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| DC PREP | |||||||
| 707 EDGEWOOD STREET NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| GEORGETOWN UNIVERSITY | |||||||
| GIFT PROCESSING | WASHINGTON | DC | 200730734 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| GEORGETOWN UNIVERSITY-MSB | |||||||
| RAFIK B HARIRI BUILDING | WASHINGTON | DC | 20057 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| HOLTON-ARMS SCHOOL INC | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | EDUCATION | $70,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD SUITE 100 | NORTH BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | EDUCATION | $40,000 |
| KIPP DC PUBLIC SCHOOLS | |||||||
| 2600 VIRGINIA AVENUE NW SUITE 900 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 208173199 | NONE | PUBLIC CHARITY | EDUCATION | $550,000 |
| LIVING CLASSROOMS FOUNDATION | |||||||
| 515 M ST SE SUITE 223 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | EDUCATION | $3,500 |
| MONTGOMERY COLLEGE FOUNDATION | |||||||
| 9221 CORPORATE BLVD 3RD FLOOR | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| ROCKETSHIP PUBLIC SCHOOLS | |||||||
| 2335 RAYNOLDS PLACE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| WASHINGTON LATIN PUBLIC CHARTER SCHOOL | |||||||
| 5200 2ND STREET NW | WASHINGTON | DC | 20011 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| BOONSBORO FREE LIBRARY | |||||||
| PO BOX 174 | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| WINCHESTER THURSTON SCHOOL | |||||||
| 555 MOREWOOD AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 131 CONTINENTAL DRIVE SUITE 407 | NEWARK | DE | 19713 | NONE | PUBLIC CHARITY | HEALTH | $1,000 |
| BEEBE MEDICAL FOUNDATION | |||||||
| 902 SAVANNAH ROAD | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | HEALTH | $62,925 |
| CANCER SUPPORT COMMUNITY DELAWARE | |||||||
| 4810 LANCASTER PIKE | WILMINGTON | DE | 19807 | NONE | PUBLIC CHARITY | HEALTH | $5,000 |
| DELAWARE BREAST CANCER COALITION INC | |||||||
| 100 W 10TH ST SUITE 209 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | HEALTH | $5,000 |
| SOUTHERN DELAWARE THERAPEUTIC RIDING INC | |||||||
| PO BOX 219 | NASSAU | DE | 19969 | NONE | PUBLIC CHARITY | HEALTH | $2,000 |
| COLON CANCER ALLIANCE | |||||||
| BLUE HOPE BASH DC | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | HEALTH | $10,000 |
| PREVENT CANCER FOUNDATION | |||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | HEALTH | $10,000 |
| ONE TO ONE OVARIAN CANCER SUPPORT GROUP | |||||||
| 4793 ALTON | TROY | MI | 48085 | NONE | PUBLIC CHARITY | HEALTH | $2,000 |
| CENTER FOR THE INLAND BAYS | |||||||
| 39375 INLET ROAD | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | ENVIRONMENT | $27,500 |
| CHESAPEAKE CONSERVANCY INC | |||||||
| 716 GIDDINGS AVENUE SUITE 42 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | ENVIRONMENT | $75,000 |
| DELAWARE CENTER FOR THE INLAND BAYS | |||||||
| 39375 INLET RD | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | ENVIRONMENT | $1,000 |
| SUSSEX LAND FOUNDATION INC | |||||||
| PO BOX 372 | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | ENVIRONMENT | $10,000 |
| GEORGETOWN HERITAGE | |||||||
| 1000 POTOMAC STREET NW STE 122 | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | ENVIRONMENT | $5,000 |
| AMERICAN LEGION | |||||||
| 2308 PHILADELPHIA AVENUE | OCEAN CITY | MD | 21843 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| ART WORKS FOR ALL | |||||||
| 1200 N DUPONT HIGHWAY | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| BARBARA K BROOKS TRANSITION HOUSE INC | |||||||
| 109 CAROLYN STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| BRANDYWINE VALLEY SPCA | |||||||
| GEORGETOWN ANIMAL HEALTH CENTER | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| CAMP ARROWHEAD | |||||||
| DBA CAMP ARROWHEAD | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $183,000 |
| CASA FRIENDS OF SUSSEX | |||||||
| 53 GLADE CIRCLE EAST | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| CHEER INC | |||||||
| 20520 SAND HILL ROAD | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| CLOTHING OUR KIDS | |||||||
| 26582 JOHN J WILLIAMS HWY 2 | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $12,000 |
| COMMUNITY RESOURCE CENTER INC | |||||||
| 37510 OYSTER HOUSE ROAD | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| CONTRACTORS FOR A CAUSE | |||||||
| PO BOX 1282 | OCEAN VIEW | DE | 19970 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,250 |
| DAYS INN FARM HORSE RESCUE | |||||||
| 1372 WOODBINE ROAD | WOODBINE | MD | 21797 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| DE ALLIANCE FOR NONPROFIT ADVANCEMENT | |||||||
| 100 W 10TH STREET SUITE 1012 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| DELAWARE BOTANIC GARDENS | |||||||
| PO BOX 1390 | OCEAN VIEW | DE | 19970 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| DELAWARE COMMUNITY FOUNDATION | |||||||
| 36 THE CIRCLE | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| DELAWARE HUMANE ASSOCIATION | |||||||
| 18675 COASTAL HIGHWAY | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| DELAWARE SPORTS COMMISSION | |||||||
| 431 TERRA DRIVE | NEWARK | DE | 19702 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| DELMARVA ADULT & TEEN CHALLENGE | |||||||
| 10936 LEADERSHIP WAY | BRIDGEVILLE | DE | 19933 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| GIRLS ON THE RUN DELAWARE INC | |||||||
| 615 WEST 18TH STREET | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| HARRY K FOUNDATION | |||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,600 |
| HISTORIC LEWES FARMERS MARKET | |||||||
| PO BOX 185 | NASSAU | DE | 19969 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| JOSEPH JEFFREY STEIN III FOUNDATION | |||||||
| 1 GRENOBLE PLACE | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| KENT-SUSSEX INDUSTRIES INC | |||||||
| 301 NORTH REHOBOTH BOULEVARD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $750 |
| LIGHTHOUSE FOR BROKEN WINGS | |||||||
| PO BOX 123 | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| LOWER SUSSEX LITTLE LEAGUE INC | |||||||
| 14 OAKLAND AVENUE | OCEAN VIEW | DE | 19970 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 |
| MILTON COMMUNITY FOOD PANTRY | |||||||
| PO BOX 84 | MILTON | DE | 19958 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| NANTICOKE INDIAN ASSOCIATION INC | |||||||
| 27073 JOHN J WILLIAMS HWY | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $54,000 |
| NEW HOPE REC AND DEVELOPMENT CTR INC | |||||||
| 12564 NORTH OLD STATE ROAD | ELLENDALE | DE | 199412820 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| NEXT GENERATION SOUTHERN DELAWARE | |||||||
| 36 THE CIRCLE | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| PEOPLES PLACE II INC | |||||||
| 1129 AIRPORT ROAD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| ROXANA FIRE COMPANY | |||||||
| 35943 ZION CHURCH ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| SAINT VINCENT DE PAUL SOCIETY | |||||||
| 9765 EVERGREEN AVENUE | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| SALVATION ARMY | |||||||
| 407 OAK STREET | SALISBURY | MD | 21804 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| WEST SIDE NEW BEGINNINGS INC | |||||||
| 19801 NORWOOD STREET | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| WORCESTER COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 48 | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| A WIDER CIRCLE | |||||||
| 4808 MOORLAND LANE SUITE 802 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $20,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| KAY ERICSON | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| CARINGMATTERS | |||||||
| 518 S FREDERICK AVE | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| CATHOLIC COALITION FOR SPECIAL EDUCATION | |||||||
| 3750 UNIVERSITY BOULEVARD SUITE 203 | KENSINGTON | MD | 20895 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| COMMUNITY BRIDGES INC | |||||||
| 8757 GEORGIA AVE 540 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| COURT WATCH MONTGOMERY | |||||||
| 8720 GEORGIA AVENUE | SILVER SPRINT | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| CROSS COMMUNITY INC | |||||||
| 8300 HELGERMAN COURT | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| CROSSROADS COMMUNITY FOOD NETWORK INC | |||||||
| 6390 CARROLL AVENUE SUITE 426 | TAKOMA PARK | MD | 20912 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 |
| DC SCORES | |||||||
| 1140 CONNECTICUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| DEVON C RUBENSTEIN FOUNDATION | |||||||
| 7 DRISCOLL COURT | GAITHERSBURG | MD | 20878 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| DOWN SYNDROME NETWORK OF MONTGOMERY CTY | |||||||
| PO BOX 10416 | ROCKVILLE | MD | 20849 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| DWELLING PLACE INC | |||||||
| 19632 CLUBHOUSE RD SUITE 510 | MONTGOMERY VILLAGE | MD | 20886 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| EDENS COMMUNITY ENRICHMENT FOUNDATION | |||||||
| ATTN ELIZABETH HARNIK | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| ELITE SOCCER YOUTH DEVELOPMENT ACADEMY | |||||||
| 10770 COLUMBIA PIKE SUITE W340 | GAITHERSBURG | MD | 20878 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| FURNISH HOPE DC | |||||||
| 5412 AUDUBON RD | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $16,000 |
| GAITHERSBURG HELP INC | |||||||
| 301 MUDDY BRANCH ROAD | GAITHERSBURG | MD | 208783000 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| GIRLS ON THE RUN | |||||||
| 900 BRENTWOOD ROAD NE 90824 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| GREATER DC DIAPER BANK | |||||||
| 1532 A STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| GREATER WASHINGTON COMM FOUNDATION | |||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 |
| HALCYON HOUSE | |||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $50,000 |
| HEADSTRONG PROJECT | |||||||
| 655 MADISON AVE 18TH FLOOR | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| INTERFAITH WORKS INC | |||||||
| 114 W MONTGOMERY AVENUE | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $115,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD SUITE 100 | NORTH BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| MANNA FOOD CENTER | |||||||
| 12301 OLD COLUMBIA PIKE STE 200 | SILVER SPRING | MD | 20904 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 |
| MARTHA'S TABLE INC | |||||||
| 2375 ELVANS RD SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| MARY'S CENTER | |||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| MID-COUNTY UNITED MINISTRIES | |||||||
| 11002 VIERS MILL ROAD SUITE 710 | SILVER SPRING | MD | 20902 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| MONTGOMERY COUNTY 4-H SHEEP & SWINE CLUB | |||||||
| 19300 HEMPSTONE AVE | POOLESVILLE | MD | 20837 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,984 |
| MONTGOMERY COUNTY BEEF 4-H CLUB | |||||||
| 5925 DAMASCUS ROAD | LAYTONSVILLE | MD | 20882 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,649 |
| MONTGOMERY YOUTH WRESTLING LEAGUE | |||||||
| 7459 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| NATIONAL LINKS TRUST | |||||||
| 331 7TH ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $300,000 |
| NOURISH NOW | |||||||
| 1111 TAFT STREET | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| NPLB OUTDOORS | |||||||
| PO BOX 132 | LIBERTTOWN | MD | 21762 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $4,000 |
| OLNEY HELP | |||||||
| PO BOX 430 | OLNEY | MD | 20830 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| SPANISH SPEAKING COMMUNITY OF MD INC | |||||||
| 8519 PINEY BRANCH ROAD | SILVER SPRING | MD | 20901 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| SUITED FOR CHANGE | |||||||
| 1023 15TH STREET NW SUITE 601 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| SURFERS HELPING OUR CHILDREN WITH AUTISM | |||||||
| 4711 ASPEN HILL ROAD | ROCKVILLE | MD | 20853 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| WAGNER MEATS LLC | |||||||
| PO BOX 51 | MOUNT AIRY | MD | 21771 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,558 |
| WILDERNESS LEADERSHIP AND LEARNING INC | |||||||
| 1758 PARK RD NW | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| WOLF TRAP ANIMAL RESCUE | |||||||
| PO BO 2753 | MERRIFIELD | VA | 22118 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| WRESTLING TO BEAT THE STREETS DC | |||||||
| 1717 N STREET NW SUITE 1 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| YELLOW RIBBON FUND INC | |||||||
| 7101 WISCONSIN AVENUE 800 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| YMCA OF METROPOLITAN WASHINGTON | |||||||
| PO BOX 65325 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| MAIL CODE 6760 | PHILADELPHIA | PA | 191700001 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $13,000 |
| CAL RIPKEN SR FOUNDATION | |||||||
| PO BOX 825452 | PHILADELPHIA | PA | 19181 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| FRANKLIN E WIMP HAMBURG GOLF MEMORIAL | |||||||
| ATTN CHRISTI WEAVER | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| KELLY ANNE DOLAN MEMORIAL FUND | |||||||
| 580 VIRGINIA DRIVE SUITE 110 | FORT WASHINGTON | PA | 19034 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| SAINTS PETER AND PAUL PARISH | |||||||
| 1214 S WASHINGTON STREET | EASTON | MD | 21601 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| SEMPER K9 ASSISTANCE DOGS | |||||||
| PO BOX 451 | QUANTICO | VA | 22134 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,000 |
| SOCIAL JUSTICE FUND NW | |||||||
| 1904 THIRD AVE SUITE 806 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FDN | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $20,000 |
| HALCYON FUND LP | |||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | HALCYON FUND, L.P. | $23,376 |
| FREEMAN ARTS PAVILION | |||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | ARTS | $10,000 |
| JAMES BEARD FOUNDATION | |||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 2202 18TH STREET NW 116 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,565,447 | 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 | $212 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,151,292 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $48,496 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,003,284 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| K-1 INCOME | -$1,175 | 16 | $2,026,880 |
| MISCELLANEOUS | 01 | $618 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,175 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,230,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,229,607 | 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 | $5,811 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,811 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF TOWNHOUSE | AssetDesc |
| Acquired | 2017-12 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2021-02 | SoldDt |
| Gross Sales Price | $474,900 | GrossSalesPriceAmt |
| Basis | $263,069 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $211,831 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $27,504,235 | EOYBookValueAmt |
| EOYFMV | $27,504,235 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $38,912,532 | EOYBookValueAmt |
| EOYFMV | $38,912,532 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,044,254 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,044,254 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEA COLONY GROUND LEASES | CategoryOrItemTxt |
| Cost Or Other Basis | $27,896,918 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $27,896,918 | BookValueAmt |
| EOYFMV | $27,896,918 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $2,705,163 | $2,705,163 |
| LP/LLC INVESTMENTS | FMV | $1,955,418 | $1,955,418 |
| CONGRESSIONAL BANK STOCK | FMV | $4,925,184 | $4,925,184 |
| CSV - KEYMAN INSURANCE POLICY | FMV | $2,504,183 | $2,504,183 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,337 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,337 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $2,435 | $0 | $2,435 |
| INSURANCE | $23,903 | $0 | $23,903 |
| POSTAGE AND DELIVERY | $240 | $0 | $240 |
| WEBSITE MAINTENANCE | $588 | $0 | $588 |
| LICENSES AND FEES | $160 | $0 | $160 |
| GRANT & PROGRAM RELATED EXP | $9,051 | $0 | $9,051 |
| OFFICE EXPENSES | $49,943 | $0 | $51,942 |
| BANK FEES | $170 | $0 | $170 |
| K-1 EXPENSES | $6,113 | $126,134 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 INCOME--GROUND LEASE | $2,098,925 | ||
| K-1 INCOME--OTHER INCOME | $17,669 | ||
| K-1 INCOME--CAPITAL GAINS | $73,477 | ||
| K-1 ADDTL INVESTMENT INCOME | $14,710 | ||
| K-1 INCOME | $2,025,705 | $2,025,705 | |
| MISCELLANEOUS | $618 | $618 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,332,274 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $438,068 | $438,068 | $0 |
| CONSULTING | $58,723 | $0 | $51,633 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $128,292 | Amt |
| Net Investment Income | $5,982 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |