GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION (EIN 52-2102799)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349102892
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T14:36:07-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522102799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GARY AND PENNIE ABRAMSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3019847000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD - NINTH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY ABRAMSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3019847000 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | ABRAMSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,489,966 | 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 | $63,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63,221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,220,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,220,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,244,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,040 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,770 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,770 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,655,814 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,655,814 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,779 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133,709 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133,709 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,265,139 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,265,139 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,423,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,265,139 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$767,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,517,326 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $780,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $994,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $994,208 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,964 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,368 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,964 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,964 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $29,790,247 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $29,178,466 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $29,178,466 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $19,941,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,766,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,628,383 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $534,019 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $741,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $684,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,050,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,684,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,489,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $44,802,833 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,203,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,248,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,480,624 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,050,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,684,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,050,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,684,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,050,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$767,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $400,968 | OtherIncreasesAmt |
| Subtotal | $50,684,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,684,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $11,199,818 | $10,873,669 | $326,149 | $326,149 |
| GAIN FROM MADOFF INVESTMENT | P | $19,750 | $19,750 | $19,750 | |
| LT CAPITAL GAIN DISTRIBUTION | P | $24,549 | $24,549 | $24,549 | |
| GAIN/LOSS FROM FLOW THROUGH INVESTMENT | P | $408 | -$408 | -$408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,040 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,984 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,984 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,893 | OverpaymentAmt |
| Applied To ES Tax | $25,893 | AppliedToESTaxAmt |
| Refund | $16,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN RESUTEK | IndividualWithBooksNm |
| Phone | 3019847000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD 9TH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY M ABRAMSON | ||||||||
| 2000 TOWER OAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | TRUSTEE-PART | 2.00 | $0 | $0 | $0 |
| PENNIE M ABRAMSON | ||||||||
| 2000 TOWER OAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | TRUSTEE-PART | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,866,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $626,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,058,596 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,551,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,551,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $788,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,763,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,588,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,588,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,091 | TotalTaxAmt |
| Distributable Before Adj | $2,567,087 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,567,087 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,567,087 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,265,139 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,265,139 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,265,139 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,567,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,778 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $414,646 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $470,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,265,139 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,265,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $301,948 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $301,948 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,476 | 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 | $168,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $168,476 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY M ABRAMSON | ContributingManagerNm |
| Contributing Manager | PENNIE M ABRAMSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 6TH & I SYNAGOGUE | |||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $5,000 | |
| A WIDER CIRCLE | |||||||
| 10325 KENSINGTON PARKWAY 70 | KENSINGTON | MD | 20895 | PC | UNRESTRICTED FUNDS | $5,000 | |
| ACTIVE MINDS | |||||||
| 2001 S STREET NW SUITE 630 | WASHINGTON | DC | 20009 | PC | UNRESTRICTED FUNDS | $5,000 | |
| AISH DC | |||||||
| 11418 OLD GEORGETOWN ROAD | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $25,000 | |
| ALEF BET MONTESSORI SCHOOL | |||||||
| 7300 WHITTIER BLVD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $10,000 | |
| ALS ASSOCIATION DCMDVA CHAPTER | |||||||
| 7507 STANDISH PLACE | ROCKVILLE | MD | 20855 | PC | UNRESTRICTED FUNDS | $7,867 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 8180 GREENSBORO DRIVE 400 | MCLEAN | VA | 22101 | PC | UNRESTRICTED FUNDS | $2,500 | |
| AM COMMITTEE FOR THE WEIZMANN INST OF SCIENCE | |||||||
| 633 3RD AVENUE 20TH FL | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $275,000 | |
| AMERICAN FRIENDS OF GALILEE MEDICAL CENTER | |||||||
| 315 MADISON AVENUE | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $10,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 215 H STREET NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $100,000 | |
| AMERICAN UNIVERSITY HILLEL | |||||||
| 4400 MASS AVENUE NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $25,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $5,000 | 1020 |
| BAIS HAMEDRASH & MESIVTA OF BALTIMORE | |||||||
| 6823 OLD PIMLICO RD | BALTIMORE | MD | 21209 | PC | UNRESTRICTED FUNDS | $7,500 | |
| BEST BUDDIES INTERNATIONAL | |||||||
| 100 SOUTHEAST SECOND STREET SUITE | MIAMI | FL | 33131 | PC | UNRESTRICTED FUNDS | $10,000 | 200 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $5,000 | |
| BREM FOUNDATION TO DEFEAT BREAST CANCER | |||||||
| 8720 GEORGIA AVENUE SUITE 302 | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $10,000 | |
| BUONICONTI FOUNDATION TO CURE PARALYSIS | |||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $29,500 | |
| CABIN JOHN PARK VOLUNTEER FIRE DEPARTMENT | |||||||
| 8001 RIVER RD | BETHESDA | MD | 208172705 | PC | UNRESTRICTED FUNDS | $1,500 | |
| CAPITAL JEWISH MUSEUM | |||||||
| 1319 F ST NW SUITE 810 | WASHINGTON | DC | 20004 | PC | UNRESTRICTED FUNDS | $11,111 | |
| CASEY CARES FOUNDATION | |||||||
| 3918 VERO ROAD SUITE C | BALTIMORE | MD | 21227 | PC | UNRESTRICTED FUNDS | $1,000 | |
| CENTER FOR INSPIRED TEACHING | |||||||
| 1436 U STREET NW SUITE 400 | WASHINGTON | DC | 20009 | PC | UNRESTRICTED FUNDS | $1,000 | |
| CENTER FOR ISRAEL STUDIES | |||||||
| 4400 MASS AVENUE NW | WASHINGTON | DC | 200168180 | PC | UNRESTRICTED FUNDS | $25,000 | |
| CENTRAL FUND OF ISRAEL | |||||||
| C/O JMARK INTERIORS 461 CENTRAL AVE | CEDARHURST | NY | 11516 | PC | UNRESTRICTED FUNDS | $20,000 | |
| CHABAD LUBAVITCH OF MD | |||||||
| 11621 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $15,000 | |
| CHABAD LUBAVITCH OF THE AU COMMUNITY | |||||||
| 3040 IDAHO AVE NW 717 | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $5,000 | |
| CHABAD OF ROCKVILLE | |||||||
| 6336 WINDERMERE CIRCLE | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $500 | |
| CHARLES E SMITH LIFE COMMUNITIES | |||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $25,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER RD 300 | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $50,300 | |
| CITY YEAR INC - WASHINGTON DC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | UNRESTRICTED FUNDS | $10,000 | |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE/DV3 | CLEVELAND | OH | 44195 | PC | UNRESTRICTED FUNDS | $50,000 | |
| COLOMBIA LIGHTHOUSE FOR THE BLIND | |||||||
| 1825 K STREET NW SUITE 1103 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED FUNDS | $1,666 | |
| CONCUSSION LEGACY FOUNDATION | |||||||
| 361 NEWBURY STREET 5TH FLOOR | BOSTON | MA | 02115 | PC | UNRESTRICTED FUNDS | $3,000 | |
| CONGREGATION B'NAI TZEDEK | |||||||
| 10621 SOUTH GLEN ROAD | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $103,000 | |
| CORNERSTONE MONTGOMERY | |||||||
| THE TAFT COURT CENTER 2 TAFT COURT | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $500 | SUITE 200 |
| CYCLE FOR SURVIVAL | |||||||
| 885 2ND AVE 7TH FLOOR | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $1,000 | |
| DC COLLEGE ACCESS PROGRAM | |||||||
| 1400 L STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $57,500 | |
| FAMILY EQUALITY COUNCIL | |||||||
| 475 PARK AVENUE SOUTH SUITE 2100 | NEW YORK | NY | 10016 | PC | UNRESTRICTED FUNDS | $5,000 | |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | PC | UNRESTRICTED FUNDS | $8,945 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | |||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | PC | UNRESTRICTED FUNDS | $10,000 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M STREET NW 1050 SOUTH | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $25,000 | |
| FRIENDS OF ISRAELI DEFENSE FORCES | |||||||
| POBOX 395 | STEVENSON | MD | 21153 | PC | UNRESTRICTED FUNDS | $16,000 | |
| GOLDEN NETWORK | |||||||
| PO BOX 10995 | SILVER SPRING | MD | 20914 | PC | UNRESTRICTED FUNDS | $3,000 | |
| HASBARA FELLOWSHIPS | |||||||
| 315 WEST 36TH STREET 5061 | NEW YORK | NY | 10018 | PC | UNRESTRICTED FUNDS | $10,000 | |
| HEIFETZ INTERNATIONAL MUSIC INSTITUTE | |||||||
| 107 EAST BEVERLEY ST | STAUNTON | VA | 24401 | PC | UNRESTRICTED FUNDS | $50,000 | |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVE NW APT 201 | WASHINGTON | DC | 200071876 | PC | UNRESTRICTED FUNDS | $1,500 | |
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVE | BETHESDA | MD | 20814 | PC | UNRESTRICTED FUNDS | $2,500 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | PC | UNRESTRICTED FUNDS | $25,000 | |
| JEWISH COALITION AGAINST DOMESTIC ABUSE | |||||||
| 143 ROLLINS AVE | ROCKVILLE | MD | 20847 | PC | UNRESTRICTED FUNDS | $7,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GW | |||||||
| 6101 MONTROSE ROAD 205 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $25,000 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE ROAD SUITE 100 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $116,666 | |
| JEWISH INSTITUTE OF NATIONAL SECURITY | |||||||
| 1101 14 ST NW SUITE 1030 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $18,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED FUNDS | $8,334 | |
| JEWISH SOCIAL SERVICES AGENCY | |||||||
| THE INA KAY BUILDING 200 WOOD HILL | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $3,500 | ROAD |
| JLCFI INC | |||||||
| 41216 FISHER ISLAND DR | MIAMI BEACH | FL | 331091257 | PC | UNRESTRICTED FUNDS | $1,000 | |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON | |||||||
| 919 18TH STREET NW SUITE 901 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED FUNDS | $3,334 | |
| KID MUSEUM | |||||||
| 6400 DEMOCRACY BLVD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $1,666 | |
| KNOCK OUT ABUSE AGAINST WOMEN | |||||||
| 1303 BALLANTRAE FARM DRIVE | MC LEAN | VA | 22101 | PC | UNRESTRICTED FUNDS | $5,000 | |
| KOMEN WASHINGTON DC RACE FOR THE CURE | |||||||
| PO BOX 955291 | DALLAS | TX | 75395 | PC | UNRESTRICTED FUNDS | $2,500 | |
| LEARNING YOUR FUNCTION INC | |||||||
| 2017 REIGLER RD | LAND O LAKES | FL | 34639 | PC | UNRESTRICTED FUNDS | $1,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | UNRESTRICTED FUNDS | $10,000 | |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | PC | UNRESTRICTED FUNDS | $3,000 | |
| MCLEAN SCHOOL | |||||||
| 8224 LOCHINVER LN | POTOMAC | MD | 208542744 | PC | UNRESTRICTED FUNDS | $12,000 | |
| MCPS EDUCATIONAL FOUNDATION INC | |||||||
| 850 HUNGERFORD DRIVE ROOM 149 | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $10,000 | |
| MICHAEL MOSIER DEFEAT DIPG FDTN | |||||||
| POBOX 34277 | BETHESDA | MD | 20827 | PC | UNRESTRICTED FUNDS | $12,000 | |
| MOUNT VERNON VERTUOSI INC | |||||||
| 1 RUBY FIELD COURT | BALTIMORE | MD | 21209 | PC | UNRESTRICTED FUNDS | $10,000 | |
| MPN RESEARCH FOUNDATION | |||||||
| 180 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | PC | UNRESTRICTED FUNDS | $5,000 | 1870 |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | |||||||
| 333 JOHN CARLYLE STREET SUITE 125 | ALEXANDRIA | VA | 223143175 | PC | UNRESTRICTED FUNDS | $35,000 | |
| NATIONAL SYMPHONY ORCHESTRA | |||||||
| 4400 MACARTHUR BLVD NW STE 306 | WASHINGTON | DC | 200072521 | PC | UNRESTRICTED FUNDS | $5,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | UNRESTRICTED FUNDS | $5,000 | |
| NORWOOD SCHOOL | |||||||
| 8821 RIVER ROAD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $32,200 | |
| OPERATION EMBRACE | |||||||
| 350-C FORTUNE TERRACE PBB 209 | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $5,000 | |
| OPERATION UNDERSTANDING | |||||||
| 3000 CONNECTICUT AVE NW 335 | WASHINGTON | DC | 20008 | PC | UNRESTRICTED FUNDS | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE RM 1501 | NEW YORK | NY | 100176745 | PC | UNRESTRICTED FUNDS | $2,500 | |
| PROJECT MEDISHARE FOR HAITI | |||||||
| 8260 NE 2ND AVE | MIAMI | FL | 331383808 | PC | UNRESTRICTED FUNDS | $100,000 | |
| RABBINICAL SEMINARY | |||||||
| PO BOX 137 | WHITE LAKE | NY | 12786 | PC | UNRESTRICTED FUNDS | $6,000 | |
| RACE FOR HOPE DC | |||||||
| 1717 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $2,000 | 700 |
| ROCKVILLE VFD | |||||||
| PO BOX 1789 | ROCKVILLE | MD | 20849 | PC | UNRESTRICTED FUNDS | $2,500 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SAVE A CHILD'S HEART | |||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SAVE THE CHILDREN FEDERATION | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | UNRESTRICTED FUNDS | $20,000 | |
| SEVEN ACRES JEWISH SENIOR CARE SERVICES | |||||||
| 6200 N BRAESWOOD BLVD | HOUSTON | TX | 770747536 | PC | UNRESTRICTED FUNDS | $250 | |
| SOS INTERNATIONAL | |||||||
| 1101 WOOTTON PARKWAY SUITE 900 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $25,000 | |
| SOUTH FLORIDA PBS | |||||||
| 3401 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $5,000 | |
| STEPPING STONES SHELTER | |||||||
| PO BOX 712 | ROCKVILLE | MD | 208480712 | PC | UNRESTRICTED FUNDS | $7,500 | |
| SUBURBAN HOSPITAL FOUNDATION | |||||||
| 8600 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | PC | UNRESTRICTED FUNDS | $102,000 | |
| SUNDARI FOUNDATION INC | |||||||
| 217 NW 15TH STREET | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $10,000 | |
| SUNFLOWER BAKERY | |||||||
| 8507 ZIGGY LANE | GAITHERSBURG | MD | 20877 | PC | UNRESTRICTED FUNDS | $5,000 | |
| THE HOLTON ARM SCHOOL | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $10,000 | |
| THE LEV EXPERIENCE | |||||||
| 6309 EXECUTIVE BLVD | NORTH BETHESDA | MD | 208523905 | PC | UNRESTRICTED FUNDS | $5,000 | |
| THE MIAMI FOUNDATION | |||||||
| 40 NORTHWEST THIRD STREET SUITE 305 | MIAMI | FL | 33128 | PC | UNRESTRICTED FUNDS | $25,000 | |
| TORAH INSTITUTE OF BALTIMORE | |||||||
| 35 ROSEWOOD LN | OWINGS MILLS | MD | 211173704 | PC | UNRESTRICTED FUNDS | $5,000 | |
| TORAH SCHOOL OF GREATER WASHINGTON | |||||||
| 2010 LINDEN LANE | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $15,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20090 | PC | UNRESTRICTED FUNDS | $25,000 | |
| WAMU 885 | |||||||
| 4401 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | PC | UNRESTRICTED FUNDS | $2,000 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $10,000 | |
| WASHINGTON NATIONALS DREAM FOUNDATION | |||||||
| 1500 S CAPITOL STREET SE | WASHINGTON | DC | 20003 | PC | UNRESTRICTED FUNDS | $25,000 | |
| WASHINGTON NATIONALS YOUTH BASEBALL ACADEMY | |||||||
| 1500 SOUTH CAPITAL STREET SE | WASHINGTON | DC | 20003 | PC | UNRESTRICTED FUNDS | $9,584 | |
| WASHINGTON PROJECT FOR THE ARTS | |||||||
| 2124 8TH STREET NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $4,400 | |
| YOUTH ART FOR HEALING | |||||||
| PO BOX 30183 | BETHESDA | MD | 20824 | PC | UNRESTRICTED FUNDS | $1,000 | |
| AMERICAN UNIVERSITY | |||||||
| PO BOX 96609 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED FUNDS | $401,316 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,265,139 | 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 | $63,221 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,220,783 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $370,040 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,655,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,655,814 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| STATEMENT REGARDING NOTE RECEIVABLE | FORM 990PF, PART II, LINE 6 | NOTE RECEIVABLE DUE FROM THE GARY M. ABRAMSON 2008 TRUSTRECEIVABLE FROM 2012 SALE UNDER "ESTATE ADMINISTRATION EXCEPTION" SET FORTH IN TREAS. REG. 53.4941(D)-1(B)(3)ORIGINAL AMOUNT = 35,477,193DATE OF NOTE = 9/7/12MATURITY DATE = 9/6/42INTEREST RATE = 2.18%REPAYMENT TERMS = ANNUAL INSTALLMENT PAYMENTS OF PRINCIPAL AND INTEREST |
| INFORMATION ABOUT STOCK DONATION | FORM 990PF, PART XV SUPPLEMENTARY INFORMATION | DESCRIPTION OF PROPERTY DONATED: 7,950 SHARES OF CMCSA BOOK VALUE AT THE TIME OF TRANSFER: 318.00FAIR MARKET VALUE AT THE TIME OF TRANSFER: 401,316.00METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICEMETHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK MARKET AVERAGE PRICEDATE OF TRANSFER: 12/10/2020 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $19,766,603 | EOYBookValueAmt |
| EOYFMV | $24,628,383 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIP | AT COST | $491,184 | $434,945 |
| STATE OF ISRAEL BONDS | AT COST | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $125,203 | $125,203 | $0 |
| OFFICE EXPENSES | $86 | $86 | $0 |
| OTHER FLOW THROUGH DEDUCTION | $8,420 | $8,420 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS-THROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $1,770 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,770 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,770 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO STOCK CONTRIBUTED AT MARKET VALUE | Desc |
| Amt | $400,968 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,355 | $4,355 | $0 |
| TAXES AND LICENSES | $19,720 | $0 | $0 |
| TAXES PAID BY PARTNERSHIP INVESTMENTS | $424 | $424 | $0 |