STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

JUDY AND PETER BLUM KOVLER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JUDY AND PETER BLUM KOVLER FOUNDATION (EIN 36-2476143)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-16
IRS object ID
202112599349100706
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-16T14:47:40-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19801 WASHINGTONIAN BLVD STE 500AddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20878ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362476143EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDY AND PETER BLUM KOVLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUDYBusinessNameControlTxt
Phone2024660581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 L STREET NW NO 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER B KOVLERPersonNm
Person TitleCHAIRMAN/DIRECTORPersonTitleTxt
Phone2024660581PhoneNum
Signature2021-09-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastKOVLERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM E TURCO CPAPreparerPersonNm
PTINP00369217PTIN
Phone3012963600PhoneNum
Preparation2021-09-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$111,499,214FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,251,647InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,251,647InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$623,201DividendsRevAndExpnssAmt
Dividends Net Invst Incm$623,201DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$429GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$429GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$429NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$7,589,949NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,811,596GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,589,949CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,043OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$18,775OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,476,269TotalRevAndExpnssAmt
Total Net Invst Incm$9,484,001TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$129,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$33,540CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$95,460CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$701LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$140LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$561LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$33,745AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,873AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,872AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$164,212OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,250OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$160,962OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$113,411TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,978TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$6,379TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$39,032OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$39,032OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$581TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$581TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$43,107OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24,137OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$18,970OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$523,789TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$84,918TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$338,817TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,876,251ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,876,251ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,400,040TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$84,918TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,215,068TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,076,229ExcessRevenueOverExpensesAmt
Net Investment Income$9,399,083NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,753CashBOYAmt
Cash EOY$17,803CashEOYAmt
Cash EOYFMV$17,803CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,399,816SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,538,372SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,538,372SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$212,200AcctRcvblAmt
Acct Rcvbl EOY$212,200AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$212,200AcctRcvblEOYFMVAmt
Corporate Stock BOY$4,767,146CorporateStockBOYAmt
Corporate Stock EOY$6,868,931CorporateStockEOYAmt
Corporate Stock EOYFMV$77,587,491CorporateStockEOYFMVAmt
Corporate Bonds BOY$13,174,881CorporateBondsBOYAmt
Corporate Bonds EOY$16,954,410CorporateBondsEOYAmt
Corporate Bonds EOYFMV$16,946,985CorporateBondsEOYFMVAmt
Other Investments BOY$12,486,567OtherInvestmentsBOYAmt
Other Investments EOY$9,349,860OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,867,330OtherInvestmentsEOYFMVAmt
Other Assets BOY$329,033OtherAssetsBOYAmt
Other Assets EOY$329,033OtherAssetsEOYAmt
Other Assets EOYFMV$329,033OtherAssetsEOYFMVAmt
Total Assets BOY$32,176,196TotalAssetsBOYAmt
Total Assets EOY$35,270,609TotalAssetsEOYAmt
Total Assets EOYFMV$111,499,214TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$32,176,196NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$35,270,609NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$32,176,196TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,270,609TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,176,196TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,270,609TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,176,196TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,076,229ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$36,252,425SubtotalAmt
Other Decreases$981,816OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,270,609TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STP$6,233,977$6,218,363$15,614$15,614
PUBLICLY TRADED SECURITIES - LTP$6,311,155$1,003,284$5,307,871$5,307,871
FLOW THROUGH GAINS FROM PARTNERSHIPSP$2,263,684$2,263,684$2,263,684
CAPITAL GAINS DIVIDENDSP$2,780$2,780$2,780
FieldValueIRS element (for citing)
Capital Gain Net Income$7,589,949CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$130,647InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$130,647SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$130,647TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$58,765EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$130,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$188,765TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$58,118OverpaymentAmt
Applied To ES Tax$58,118AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER KOVLER CHAIRMANDIRECTORIndividualWithBooksNm
Phone2024660581PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12101 L STREET NW NO 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER B KOVLER
2101 L STREET NW NO 400WASHINGTONDC20037CHAIRMAN/DIRECTOR35.00$129,000$0$0
JUDY L LANSING
2101 L STREET NW NO 400WASHINGTONDC20037DIRECTOR7.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$88,473,659AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,057,814AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$15,241,270FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$104,772,743TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$104,772,743AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,571,591CashDeemedCharitableAmt
Net Vl Noncharitable Assets$103,201,152NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,160,058MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,160,058MinimumInvestmentReturnAmt
Tax Based On Investment Income$130,647TaxBasedOnInvestmentIncomeAmt
Total Tax$130,647TotalTaxAmt
Distributable Before Adj$5,029,411DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,029,411DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,029,411DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,215,068ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,215,068QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,215,068AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,029,411DistributableAsAdjustedAmt
Undistributed Income PY$4,791,074UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,215,068QualifyingDistributionsAmt
Applied To Year1$4,791,074AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$423,994AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,605,417UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJUDY AND PETER BLUM KOVLER FOUNDATIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12101 L STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2024660581RecipientPhoneNum
Form And Info And MaterialsSUBMIT A 1-2 PAGE WRITTEN PROPOSAL AND A COPY OF YOUR DETERMINATION LETTER FOR CONSIDERATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesBY NOVEMBER 1ST TO BE CONSIDERED FOR THE CURRENT YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (183 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVENTIST HEALTH WHITE MEMORIAL
1828 E CESAR E CHAVEZ AVLOS ANGELESCA90033PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
ALLIANCE FOR JUSTICE
11 DUPONT CIRCLE NW 2ND FLOORWASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
AMERICAN CIVIL LIBERITIES UNION
4301 CONNECTICUT AVE NW NO 434WASHINGTONDC20008PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$7,500
AMERICAN FOUNDATION FOR FIREARM INJURY
PO BOX 503WILLIAMSTOWNMA01267PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
AMERICAN FRIENDS OF THE LOUVRE
305 EAST 47TH STREET 10TH FLOORNEW YORKNY10017PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
AMERICAN FRIENDS OF THE LOUVRE
306 EAST 47TH STREET 10TH FLOORNEW YORKNY10017PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
AMERICANS FOR DEMOCRATIC ACTION EDUCATION FUND
1629 K STREETWASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$8,000
AMERICANS FOR DEMOCRATIC ACTION EDUCATION FUND
1629 K STREETWASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
ARENA STAGE
1101 6TH STREET SWWASHINGTONDC20024PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
BREAD FOR THE CITY
1525 7TH ST NWWASHINGTONDC20001PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
BREM FOUNDATION TO DEFEAT BREAST CANCER
8121 GEORGIA AVENUESILVER SPRINGMD20910PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
CAMPAIGN FOR FAIR SENTENCING OF YOUTH
1319 F STREET NW NO 303WASHINGTONDC20004PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
CENTER FOR ARMS CONTROL AND NON-PROLIFERATION
820 1ST ST NE SUITE LL-180WASHINGTONDC20002PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
CENTER FOR POLITICAL ACCOUNTABILITY
1233 20TH STREET NW NO 205WASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
CENTER FOR RESPONSIVE POLITICS
1300 L STREET NW SUITE 200WASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
CHALLENGED ATHLETES
9591 WAPLES STREETSAN DIEGOCA92121PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
CHARLES E SMITH LIFE COMMUNITIES
6121 MONTROSE RDROCKVILLEMD20852PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
CHILDREN'S DEFENSE FUND
25 E STREET NWWASHINGTONDC20001PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
CHILDREN'S HOSPITAL FOUNDATION
244 EAST BROADWAY 5TH FLOORLOUISVILLEKY40202PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$76,680
CHILDREN'S HOSPITAL FOUNDATION
244 EAST BROADWAY 5TH FLOORLOUISVILLEKY40202PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$6,110
CHILDREN'S HOSPITAL FOUNDATION
244 EAST BROADWAY 5TH FLOORLOUISVILLEKY40202PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$6,783
CHILDREN'S HOSPITAL FOUNDATION
244 EAST BROADWAY 5TH FLOORLOUISVILLEKY40202PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$7,375
CHILDRENS LAW CENTER
44 COURT STREET 11TH FLOORBROOKLYNNY11201PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVENUE NWWASHINGTONDC20010PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,052
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVENUE NWWASHINGTONDC20010PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$165,000
CITYBRIDGE EDUCATION
600 NEW HAMPSHIRE AVENUE NWWASHINGTONDC20037PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
CLINTON FOUNDATION
1200 PRESIDENT CLINTON AVELITTLE ROCKAR72201PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
COMMISSION ON PRESIDENTIAL DEBATES
1200 NEW HAMPSHIRE AVENUE NWWASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$550,000
CRISIS COMMUNITY CENTER
PO BOX 1390ELGINIL60121PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,030
CRISIS COMMUNITY CENTER
PO BOX 1390ELGINIL60121PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
CRISIS COMMUNITY CENTER
PO BOX 1390ELGINIL60121PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,500
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02115PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$100,000
DC DIAPER BANK
1532 A STREET NWWASHINGTONDC20002PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$20,000
DC FOOD PROJECT
PO BOX 32028WASHINGTONDC20007PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,000
DC PREP ACADEMY
2405 MARTIN L KING JR AVE SEWASHINGTONDC20020PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
DELBARTON SCHOOL
230 MENDHAM RDMORRISTOWNNJ07960PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
DIASPORA ARTS CONNECTION INC
463 CAMELBACK ROADPLEASANT HILLCA94523PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
EDWARD M KENNEDY INSTITUTE FOR THE US SENATE INC
210 WILLIAM T MORRISSEY BLVDBOSTONMA02125PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
EQUAL JUSTICE WORKS
1730 M STREET NW NO 800WASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
EXTRAGIVE - LANCASTER COUNTY COMMUNITY FOUNDATION
24 W KING STREET SUITE 201LANCASTERPA17603PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
FACE THE FUTURE FOUNDATION
205 NORTH MICHIGAN AVECHICAGOIL60601PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
FAIR ELECTIONS
1825 K ST NW STE 450WASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
FAIR ELECTIONS
1825 K ST NW STE 450WASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
FAIR ELECTIONS
1825 K ST NW STE 450WASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$8,000
FAIR ELECTIONS
1825 K ST NW STE 450WASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$7,000
FAIR ELECTIONS
1825 K ST NW STE 450WASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$20,000
FAIR ELECTIONS
1825 K ST NW STE 450WASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$30,000
FAMILIA VOTA EDUCATION FUND
1140 E WASHINGTON ST STE 206PHOENIXAZ85034PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$20,000
FAMILY EQUALITY COUNCIL
PO BOXMENLO PARKCA94026PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH
11400 ROCKVILLE PIKE NO 600BETHESDAMD20852PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$100,000
FREEDOM HOUSE INC
1850 M STREET NW 11TH FLOORWASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
FRESHFARM MARKETS
945 G STREET NW NO 211WASHINGTONDC20001PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$6,000
FRIENDS OF CANCER RESEARCH
1800 M STREET NW SUITE 1050 SWASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
FRIENDS OF NOTRE-DAME DE PARIS INC
1717 PENNSYLVANIA AVENUE NWWASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
FRIENDS OF NOTRE-DAME DE PARIS INC
1717 PENNSYLVANIA AVENUE NWWASHINGTONDC20006PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
FRIENDS OF PRINCETON LACROSSE
3 HARWICK DRTRENTONNJ08619PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
FRIENDS OF THE NATIONAL ZOO
3001 CONNECTICUT AVE NWWASHINGTONDC20008PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
FRIENDSHIP PLACE
3655 CALVERT STREET NWWASHINGTONDC20007PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PL 260ASHBURNVA20147PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$6,000
GEORGE WASHINGTON UNIVERSITY MEDICAL CENTER
45155 RESEARCH PL 260ASHBURNVA20147PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,856
GEORGETOWN UNIVERSITY HOSPITAL FOUNDATION
3800 RESERVOIR RD NWWASHINGTONDC20007PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
GEORGETOWN UNIVERSITY SCHOLARSHIP FUND
37TH AND O STREETS NWWASHINGTONDC20057PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G STREET NW SUITE 480WASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$700,000
GREATER WASHINGTON URBAN LEAGUE
2901 14TH ST NWWASHINGTONDC20009PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
HAMILTON PARTNERSHIP FOR PATERSON INC
32 SPROUCE STREET - 3RD FLOORPATERSONNJ07501PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
HARVARD MEDICAL SCHOOL
1033 MASSACHUSETTS AVENUE 3RD FLCAMBRIDGEMA02138PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
HEARTLAND ALLIANCE
208 SOUTH LASALLECHICAGOIL60604PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
HEARTLAND ALLIANCE
208 SOUTH LASALLECHICAGOIL60604PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$12,000
HEARTLAND ALLIANCE
208 SOUTH LASALLECHICAGOIL60604PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
HENRY FORD HEALTH SYSTEM
208 SOUTH LASALLECHICAGOIL60604PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$9,731
HENRY MAYO NEWHALL MEMORIAL HEALTH FOUNDATION
23845 MCBEAN PKWYVALENCIACA91355PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
HILLWOOD ESTATE MUSEUM & GARDENS
4155 LINNEAN AVENUE NWWASHINGTONDC20008PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
HOMELESS CHILDRENS PLAYTIME PROJECT
1525 NEWTON ST NWWASHINGTONDC20010PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
HOWARD UNIVERSITY HOSPITAL
PO BOX 80005RALEIGHNC27623PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
PO BOX 80005RALEIGHNC27623PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$24,768
INSTITUTE FOR POLICY STUDIES
1301 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$7,000600
IOBYORG
540 PRESIDENT STREET 3RD FLOORBROOKLYNNY11215PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
IT TAKES PHILLY
419 JOHNSON STJENKINTOWNPA19046PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$6,040
ITALIAN SCIENTISTS AND SCHOLARS
98 FAXON RDATHERTONCA94027PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
IVOTE CIVIC EDUCATION FUNDS
PO BOX 382167CAMBRIDGEMA02238PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$20,000
IVOTE CIVIC EDUCATION FUNDS
PO BOX 382167CAMBRIDGEMA02238PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
IVOTE CIVIC EDUCATION FUNDS
PO BOX 382167CAMBRIDGEMA02238PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$12,000
J STREET EDUCATION FUND
PO BOX 66073WASHINGTONDC20035PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
JACKSON HEALTH FOUNDATION
1500 NW 12TH AVE STE 1117MIAMIFL33136PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,000
JACOBI MEDICAL CENTER
1400 PELHAM PARKWAY SO BLDG 4BRONXNY10461PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$6,000
JEWISH FEDERATION OF GREATER HOUSTON
5603 SOUTH BRAESWOOD BOULEVARDHOUSTONTX77096PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$4,000
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BOULEVARD SUITE 100NORTH BETHESDAMD20852PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
JEWISH FOUNDATION FOR GROUP HOMES
1500 EAST JEFFERSON STREETROCKVILLEMD20852PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
JOHNS HOPKINS SCHOOL OF MEDICINE
3910 KESWICK ROAD NO N4327BBALTIMOREMD21211PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$20,000
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD NO N4327BBALTIMOREMD21211PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD NO N4327BBALTIMOREMD21211PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
JUST DETENTION INTERNATIONAL
3325 WILSHIRE BLVD STE 340LOS ANGELESCA90010PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
KING BAUDOUIN FOUNDATION
10 ROCKEFELLER PL 16TH FLNEW YORKNY10020PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
KNOCK OUT ABUSE
1303 BALLANTRAE FARM DRMCLEANVA22101PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
KOOLEN DE VRIES SYNDROME FOUNDATION
PO BOX 470218FORT WORTHTX76147PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
LAFAYETTE HOME AND SCHOOL ASSOCIATION
5701 BROAD BRANCH RD NWWASHINGTONDC20015PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$250
LANDON SCHOOL
6101 WILSON LANEBETHESDAMD20817PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
LES TURNER ALS FOUNDATION
5550 WEST TOUHY AVENUE SUITE 302SKOKIEIL60077PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
LES TURNER ALS FOUNDATION
5550 WEST TOUHY AVENUE SUITE 302SKOKIEIL60077PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
LOOKINGGLASS THEATRE COMPANY
3320 W FOSTER AVECHICAGOIL60625PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
LUCKY DOG ANIMAL RESCUE
5159 LEE HIGHWAYARLINGTONVA22207PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,000
MANY HANDS INC
712 E 5TH ST APT 1PASADENAMA02127PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,500
MARTHA'S TABLE INC
2114 14TH STREET NWWASHINGTONDC20009PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
MATTHEW HARRIS ORNSTEIN MEMORIAL FOUNDATION
2212 WYOMING AVE NWWASHINGTONDC20008PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
MEDGLOBAL CHICAGO
10604 SOUTHWEST HWY STE 107CHICAGO RIDGEIL60415PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
MEDGLOBAL CHICAGO
10604 SOUTHWEST HWY STE 107CHICAGO RIDGEIL60415PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$6,000
MEDGLOBAL CHICAGO
10604 SOUTHWEST HWY STE 107CHICAGO RIDGEIL60415PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
MEDSTAR HEALTH
10980 GRANTCHESTER WAYCOLUMBIAMD21044PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$100,000
MEDSTAR HEALTH
10980 GRANTCHESTER WAYCOLUMBIAMD21044PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,369
MISSD - SUICIDE PREVENTION
C/O W DOLIN-180 E PEARSON NO 5301CHICAGOIL60611PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$7,500
MLK COMMUNITY HEALTH FOUNDATION
PO BOX 811473LOS ANGELESCA90081PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
NARAL FOUNDATION
1156 15TH STREET NW 700WASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
NATIONAL BREAST CANCER COALITION FUND
1010 VERMONT AVENUE NW SUITE 900WASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
NATIONAL CENTER FOR HEALTH RESEARCH
1001 CONNECTICUT AVE NW STE 1100WASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
NATIONAL DEMOCRATIC INSTITUTE
455 MASSACHUSETTS AVE NW 8TH FLOORWASHINGTONDC20001PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$100,000
NATIONAL GALLERY OF ART
6TH AND CONSTITUTION AVENUE NWWASHINGTONDC20565PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
NAVAJO TRIBAL UTILITY AUTHORITY
PO BOX 170FORT DEFIANCEAZ86504PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
NECROTIZING ENTEROCOLITIS SOCIETY
PO BOX 72271DAVISCA95617PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
NEW ISREAL FUND
2100 M STREET NW NO 619WASHINGTONDC20037PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$4,000
NEW ORLEANS EMERGENCY MEDICAL SERVICES FOUNDATION
PO BOX 52736NEW ORLEANSLA70152PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$250
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$12,000
NEW YORK CITY HEALTH AND HOSPITALS
50 WATER STREET FLOOR 3NEW YORKNY10004PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$12,000
NEW YORK-PRESBYTERIAN FUND INC
50 WATER STREET FLOOR 3NEW YORKNY10004PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,273
NO STOMACH FOR CANCER INC
PO BOX 46070MADISONWI53744PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
OCHSNER CLINIC FOUNDATION
1514 JEFFERSON HWYNEW ORLEANSLA70121PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$4,000
OVARIAN CANCER RESEARCH FOUNDATION
FOURTEEN PENNSYLVANIA PLAZA NO 2110NEW YORKNY10122PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHCA90266PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$100
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHCA90266PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$20,000
PCD FOUNDATION
10137 PORTLAND AVE SMINNEAPOLISMN55420PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
PHILLIPS COLLECTION
1600 21ST STREET NWWASHINGTONDC20009PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
PHOEBE FOUNDATION
801 WOODCREST DRSPRING LAKENJ07762PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
REPRESENT WOMEN FOR THE EVERY WOMEN VOTE
6930 CARROLL AVE 240TAKOMA PARKMD20912PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$12,000
SASHA BRUCE YOUTHWORK INC
741 8TH STREET SEWASHINGTONDC20003PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$25,000
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO ROAD NWWASHINGTONDC20016PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO ROAD NWWASHINGTONDC20016PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$560,000
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO ROAD NWWASHINGTONDC20016PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
SIDWELL FRIENDS SCHOOL
3825 WISCONSIN AVENUE NWWASHINGTONDC20016PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
SIDWELL FRIENDS SCHOOL
3825 WISCONSIN AVENUE NWWASHINGTONDC20016PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
SMITHSONIAN - HIRSHHORN GALLERY
1000 JEFFERSON DRIVE SWWASHINGTONDC20560PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23532 CALABASAS ROAD NO ACALABASASCA91302PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23532 CALABASAS ROAD NO ACALABASASCA91302PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
ST ALBANS SCHOOL
305 N 30TH STWACOTX76710PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
STUDIO THEATER
1501 14TH ST NW NO 3WASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION
1012 14TH ST NWWASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
TASSC INTERNATIONAL
4121 HAREWOOD ROAD NEWASHINGTONDC20017PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
TEMPLE SINAI
509 BROADWAYSARATOGA SPRINGSNY12866PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
TEN THOUSAND VILLAGES
704 MAIN STREET PO BOX 307AKRONPA17501PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
TEN THOUSAND VILLAGES
704 MAIN STREET PO BOX 307AKRONPA17501PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$7,000
TENNESSEE JUSTICE CENTER
211 7TH AVE N STE 100NASHVILLETN37219PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,000
THE AUXILIARY OF ELMHURST HOSPITAL
7901 BROADWAYELMHURSTNY11373PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
THE BELLIN HEALTH FOUNDATION
PO BOX 23400GREEN BAYWI54305PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
THE BROOKLYN HOSPITAL FOUNDATION
121 DEKALB AVEBROOKLYNNY11201PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$12,000
THE CAMPAIGN SCHOOL AT YALE UNIVERSITY
PO BOX 209010NEW HAVENCT06520PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$4,000
THE DEFIANT REQUIEM FOUNDATION
5506 CONNECTICUT AVE NW STE 24WASHINGTONDC20015PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
THE GEORGE WASHINGTON UNIVERSITY
5506 CONNECTICUT AVE NW STE 24WASHINGTONDC20015PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,032
THE GEORGE WASHINGTON UNIVERSITY
5506 CONNECTICUT AVE NW STE 24WASHINGTONDC20015PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$23,112
THE HOPI FOUNDATION
PO BOX 301KYKOTSMOVIAZ86039PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
THE JOSEPH ROBERT SHAW SOUNDATION
5117 52ND ST NWWASHINGTONDC20016PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$8,000
THE VOTER PARTICIPATION CENTER INC
1707 L STREET NW SUITE 950WASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
THE VOTER PARTICIPATION CENTER INC
1707 L STREET NW SUITE 950WASHINGTONDC20036PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
TONY LARUSSAS ANIMAL RESCUE FOUNDATION - WALNUT CREEK
2890 MITCHELL DRIVEWALNUT CREEKCA94598PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$2,000
TOURO INFIRMARY
1401 FOUCHER STNEW ORLEANSLA70115PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
UNIVERSITY OF CALIFORNIA FOUNDATION SAN FRANCISCO
UCSF BOX 0815 SUITE 425SAN FRANCISCOCA94143PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
UNIVERSITY OF CHICAGO
6054 S DREXEL AVE SUITE 300CHICAGOIL60637PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
UNIVERSITY OF CHICAGO
6054 S DREXEL AVE SUITE 300CHICAGOIL60637PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$10,272
UNIVERSITY OF MASSACHUSETTS
124 SINGLETARY AVESUTTONMA01590PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
UNIVERSITY OF VIRGINIA
PO BOX 400218CHARLOTTESVLEVA22904PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$12,000
US AGAINST ALZHEIMERS
1101 K ST NW STE 400WASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
WASHINGTON OFFICE ON LATIN AMERICA
1666 CONECTICUT AVENUE NW NO 400WASHINGTONDC20009PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$50,000
WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE
1666 CONECTICUT AVENUE NW NO 400WASHINGTONDC20009PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$9,668
WENDT CENTER FOR LOSS & HEARING
4201 CONNECTICUT AVENUE NW NO 300WASHINGTONDC20008PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
WEST JEFFERSON HOSPITAL FOUNDATION
1111 MEDICAL CENTER BLVDMARREROLA70072PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
WETA
3939 CAMPBELL AVENUEARLINGTONVA22206PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$250,000
WHEN WE ALL VOTE
1015 15TH ST NW STE 1000WASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$200,000
WHEN WE ALL VOTE
1015 15TH ST NW STE 1000WASHINGTONDC20005PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$300,000
WOODLAND NORMANSTONE NEIGHBORHOOD ASSOCIATION
2606 NORMANSTONE LN NWWASHINGTONDC20008PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
WOODLEY HOUSING CORPORATION - CHRONIC MENTAL ILLNESS
6856 EASTERN AVENUE NW NO 300WASHINGTONDC20012PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
WYCOFF HOUSE MUSEUM
5816 CLARENDON ROADBROOKLYNNY11203PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
YAHADIN UNUM MID AMERICA
625 EDEN PARK DR STE 310CINCINNATIOH45202PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$3,000
YAHADIN UNUM MID AMERICA
625 EDEN PARK DR STE 310CINCINNATIOH45202PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
YEMEN RELIEF AND RECONSTRUCTION FOUNDATION
3216 74TH PL SEMERCER ISLANDWA98040PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
YIVO INSTITUTE FOR JEWISH RESEARSH
15 WEST 16TH STREETNEW YORKNY10011PCTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,876,251TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,251,647ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$623,201ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$429ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,043ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,589,949ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
BOOK TO TAX DIFFERENCE - UBI523000-$7,732
PARTNERSHIP UBI REPORTED ON K-1'S523000$7,732

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,476,269ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,476,269TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$33,745Amt
Net Investment Income$16,873NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,872DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS US TREASURY BONDS$499,809$499,845
US TREASURY BONDS$15,935,364$15,948,048
US FIXED INCOME$449,850$433,512
THE REAVES UTILITY INCOME TRUST$69,387$65,580

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC/CA-CL C$78,579$437,970
ALPHABET INC/CA-CL A$78,989$438,160
APPLE INC$1,306,364$4,086,852
BERKSHIRE HATHAWAY INC-CL A$93,510$27,477,385
BERKSHIRE HATHAWAY INC-CL B$86,951$86,951
BOEING CO$55,693$29,968
CHEVRON CORP$233,974$168,900
COCA-COLA CO$8,661$1,652,055
CSX CORP$143,490$272,250
DANAHER CORP$2,447,537$4,376,158
DELTA AIR LINES INC$27,391$40,210
DEXCOM INC$160,102$924,300
DOLLAR GENERAL CORP$131,060$420,600
DOMINION ENERGY INC .COM$259,731$263,200
EXXON MOBIL CORP$36,929$18,137
FORTUNE BRANDS HOME & SECURI$5,128$257,160
GENERAL DYNAMICS CORP$819,383$818,510
INTL BUSINESS MACHINES CORP$150,329$139,601
JPMORGAN CHASE & CO$103,266$127,070
LOEWS CORP$926$74,283
MCDONALD'S CORP$107,242$10,589,952
NIKE INC -CL B$58,762$3,112,340
ROSS STORES INC$235,499$17,942,664
VISA INC-CLASS A SHARES$80,755$1,312,380
WALGREENS BOOTS ALLIANCE INC$723$139,580
WAL-MART STORES INC$26,156$720,750
WALT DISNEY CO$59,517$1,617,937
ROYAL DUTCH SHELL-SPON ADR-A$72,284$42,168

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (17 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALTERMAN PROPERTIESAT COST$3,473$3,473
ATLAS ENHANCED FUND, LTD.AT COST$1,478,702$2,042,864
AVENUE EUROPE CAPITAL SOLUTIONSAT COST$28,934$28,934
BLACKSTONE GROUP, LPAT COST$674,010$3,240,501
EMERGING EUROPE GR. FND IIAT COST$123,194$123,194
EMERSON POINT CAPITAL OVERSEASAT COST$1,018,802$1,462,012
GLADE BROOK PRIVATE INVESTORS V LLCAT COST$14,881$14,881
GLENVIEW OFFSHORE OPPORTUNITYAT COST$750,000$762,166
GS CAP PTNRS V INSTITUTIONALAT COST$5,694$10,641
L&B ONSHORE FUND LPAT COST$385,640$385,640
LONG POND OFFSHORE LTD.AT COST$973,872$997,053
LUX VENTURES CAYMAN III, LPAT COST$221,483$221,483
MOAB PARTNERS OFFSHORE FUND, LTDAT COST$682,801$644,125
SHELLBACK OFFSHORE FUND LTD.AT COST$1,476,448$2,184,601
SKELLIG OFFSHORE LTD.AT COST$11,926$11,926
THIRTEEN PARTNERS OFFSHORE, LTD.AT COST$500,000$1,145,286
TRIAN PARTNERS, LTD.AT COST$1,000,000$1,588,550

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$701LegalFeesAmt
Net Investment Income$140NetInvestmentIncomeAmt
Disbursements Charitable Prps$561DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENTS IN ARTWORKDesc
BOY Book Value$329,033BOYBookValueAmt
EOY Book Value$329,033EOYBookValueAmt
EOYFMV$329,033EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR DIFFERENCE IN CONTRIBUTED STOCK & BOOK TO TAX DIFFERENCEDesc
Amt$981,816Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$564$0$564
INSURANCE$4,996$0$4,996
INTEREST EXPENSE$7,963$0$7,963
LICENSES AND FEES$205$0$205
MEALS & ENTERTAINMENT$854$0$854
OFFICE EXPENSE/SUPPLIES$3,858$0$3,858
POSTAGE$530$0$530
DEDUCTIONS FROM PASSTHROUGH INVESTMENTS$24,137$24,137$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME-$307-$307-$307
OTHER INCOME$4,910$4,910$4,910
IRS REFUND RECEIVED$6,440$6,440$6,440
PARTNERSHIP UBI REPORTED ON K-1'S$7,732
BOOK TO TAX DIFFERENCE - UBI-$7,732-$7,732
PARTNERSHIP UBI REPORTED ON K-1'S$7,732$0$7,732

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES - UBS #14920$175$175$0
OTHER PROFESSIONAL FEES$3,075$3,075$0
ADVISORY FEES - JPM$160,962$0$160,962

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$12,759$6,380$6,379
FOREIGN TAXES$598$598$0
990-T FEDERAL TAX$3,500$0$0
990-PF EXCISE TAX$95,000$0$0
990-PF EXCISE TAX PENALTY$1,554$0$0