JUDY AND PETER BLUM KOVLER FOUNDATION: Form 990PF, tax year 2019
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- Organization
- JUDY AND PETER BLUM KOVLER FOUNDATION (EIN 36-2476143)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202003079349100005
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T08:20:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362476143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY AND PETER BLUM KOVLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDY | BusinessNameControlTxt |
| Phone | 2024660581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER B KOVLER | PersonNm |
| Person Title | CHAIRMAN/DIRECTOR | PersonTitleTxt |
| Phone | 2024660581 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.186.195.247 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 08:20:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Federal Original Submission Id | 27021920202880367e01 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C094809E1B7091F026DF4A8AB44F39DF27D1C5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,036,593 | 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 | $260,182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $260,182 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $807,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $807,778 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $930 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $930 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $930 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,779,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,921,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,779,799 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,243 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,085 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,900,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,899,774 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $129,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,460 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,457 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,491 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,966 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,920 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,920 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $184,209 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,999 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $156,210 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,983 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,291 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $38,796 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $38,796 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,025 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,025 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,782 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $449,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $354,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,461,576 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,461,576 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,911,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,816,026 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,010,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,806,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,821 | CashBOYAmt |
| Cash EOY | $18,753 | CashEOYAmt |
| Cash EOYFMV | $18,753 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,232,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,399,816 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,399,816 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,606,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,767,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,033,344 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,610,893 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,174,881 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,298,502 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,732,609 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,486,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,957,145 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $329,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $329,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $329,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,530,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,176,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,036,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,530,659 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,176,196 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,530,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,176,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,530,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,176,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,530,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,010,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,656,064 | OtherIncreasesAmt |
| Subtotal | $32,176,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,176,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,565,271 | $2,141,525 | $423,746 | $423,746 |
| FLOW THROUGH GAINS FROM PARTNERSHIPS | P | $1,351,737 | $1,351,737 | $1,351,737 | |
| CAPITAL GAINS DIVIDENDS | P | $4,316 | $4,316 | $4,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,779,799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,286,426 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,387,210 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046396 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,867,360 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $93,739,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062592 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,964,872 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $114,812,368 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051953 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,502,098 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $118,679,369 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046361 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,098,604 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $112,788,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045205 | DistributionYr5Rt |
| Total Distribution | 0.252507 | TotalDistributionRt |
| Average Distribution | 0.050501 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $101,785,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,140,264 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,068 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,168,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,816,026 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,137 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,940 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $95,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $114,940 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $58,765 | OverpaymentAmt |
| Applied To ES Tax | $58,765 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER KOVLER CHAIRMANDIRECTOR | IndividualWithBooksNm |
| Phone | 2024660581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER B KOVLER | ||||||||
| 2101 L STREET NW NO 400 | WASHINGTON | DC | 20037 | CHAIRMAN/DIRECTOR | 35.00 | $129,000 | $0 | $0 |
| JUDY L LANSING | ||||||||
| 2101 L STREET NW NO 400 | WASHINGTON | DC | 20037 | DIRECTOR | 7.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,911,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,250,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,173,910 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,335,424 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,335,424 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,550,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,785,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,089,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,089,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,137 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $30 | IncomeTaxAmt |
| Total Tax | $56,167 | TotalTaxAmt |
| Distributable Before Adj | $5,033,103 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,033,103 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,033,103 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,816,026 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,816,026 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,816,026 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,033,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,573,997 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,816,026 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,573,997 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,791,074 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDY AND PETER BLUM KOVLER FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2024660581 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A 1-2 PAGE WRITTEN PROPOSAL AND A COPY OF YOUR DETERMINATION LETTER FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY NOVEMBER 1ST TO BE CONSIDERED FOR THE CURRENT YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALABAMA APPLESEED CENTER FOR LAW & JUSTICE | ||||||||||
| PO BOX 4864 | MONTGOMERY | AL | 36103 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| ALLIANCE FOR JUSTICE | ||||||||||
| 11 DUPONT CIRCLE NW 2ND FLOOR | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| AMERICAN CIVIL LIBERITIES UNION | ||||||||||
| 4301 CONNECTICUT AVE NW NO 434 | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| AMERICAN FRIENDS OF THE LOUVRE | ||||||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | ||||
| AMERICAN FRIENDS OF THE MUSEE ORSAY | ||||||||||
| 807 N 148TH AVE | OMAHA | NE | 68154 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | ||||
| AMERICAN FRIENDS OF THE NATIONAL PORTRAIT GALLERY FOUNDATION INC | ||||||||||
| 31 W 34TH ST FL 7 | NEW YORK | NY | 10001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| AMERICAN FRIENDS OF YAHAD IN UNUM INC | ||||||||||
| 25 WEST 45TH STREET | NEW YORK | NY | 10036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| AMERICANS FOR OXFORD INC | ||||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | ||||
| ANTI DEFAMATION LEAGUE | ||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| ARENA STAGE | ||||||||||
| 1101 6TH STREET SW | WASHINGTON | DC | 20024 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| BREAD FOR THE CITY | ||||||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| BREM FOUNDATION TO DEFEAT BREAST CANCER | ||||||||||
| 8121 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| BREM FOUNDATION TO DEFEAT BREAST CANCER | ||||||||||
| 8121 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| BREM FOUNDATION TO DEFEAT BREAST CANCER | ||||||||||
| 8121 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | ||||
| CAMPAIGN FOR FAIR SENTENCING OF YOUTH | ||||||||||
| 1319 F STREET NW NO 303 | WASHINGTON | DC | 20004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| CENTER FOR ARMS CONTROL AND NON-PROLIFERATION | ||||||||||
| 820 1ST ST NE SUITE LL-180 | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| CENTER FOR LAW AND SOCIAL WORK | ||||||||||
| 4753 N BROADWAY ST STE 632 | CHICAGO | IL | 60640 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| CENTER FOR POLITICAL ACCOUNTABILITY | ||||||||||
| 1233 20TH STREET NW NO 205 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| CENTER FOR RESPONSIVE POLITICS | ||||||||||
| 1300 L STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| CENTER FOR US GLOBAL LEADERSHIP | ||||||||||
| 1129 20TH ST NW STE 600 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,000 | ||||
| CHALLENGED ATHLETES | ||||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| CHARLES E SMITH LIFE COMMUNITIES | ||||||||||
| 6121 MONTROSE RD | ROCKVILLE | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| CHESS CHAMPIONSHIP INC | ||||||||||
| 1050 PARK AVE STE 6D | NEW YORK | NY | 10028 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | ||||
| CHILDREN'S DEFENSE FUND | ||||||||||
| 25 E STREET NW | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | ||||
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||||
| 244 EAST BROADWAY 5TH FLOOR | LOUISVILLE | KY | 40202 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | ||||
| CITYBRIDGE EDUCATION | ||||||||||
| 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| CLINTON FOUNDATION | ||||||||||
| 1200 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | ||||
| COMMISSION ON PRESIDENTIAL DEBATES | ||||||||||
| 1200 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | ||||
| COMMUNITIES IN SCHOOLS | ||||||||||
| 2345 CRYSTAL DRIVE NO 700 | ALEXANDRIA | VA | 22202 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | ||||
| DANA-FARBER CANCER INSTITUTE | ||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $200,000 | ||||
| DC DIAPER BANK | ||||||||||
| 1532 A STREET NW | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| DC PREP ACADEMY | ||||||||||
| 2405 MARTIN L KING JR AVE SE | WASHINGTON | DC | 20020 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | ||||
| DIASPORA ARTS CONNECTION INC | ||||||||||
| 463 CAMELBACK ROAD | PLEASANT HILL | CA | 94523 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| EDWARD M KENNEDY INSTITUTE FOR THE US SENATE INC | ||||||||||
| 210 WILLIAM T MORRISSEY BLVD | BOSTON | MA | 02125 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | ||||
| EMMETT TILL LEGACY FOUNDATION | ||||||||||
| 6870 WATERS EDGE DR | STONE MOUNTAIN | GA | 30087 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| EQUAL JUSTICE INITIATIVE | ||||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| EQUAL JUSTICE WORKS | ||||||||||
| 1730 M STREET NW NO 800 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| FAIR ELECTIONS | ||||||||||
| 1825 K ST NW STE 450 | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $45,000 | ||||
| FAMILY EQUALITY COUNCIL | ||||||||||
| PO BOX | MENLO PARK | CA | 94026 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH | ||||||||||
| 11400 ROCKVILLE PIKE NO 600 | BETHESDA | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH | ||||||||||
| 11400 ROCKVILLE PIKE NO 600 | BETHESDA | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | ||||
| FREEDOM HOUSE INC | ||||||||||
| 1850 M STREET NW 11TH FLOOR | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| FRESHFARM MARKETS | ||||||||||
| 945 G STREET NW NO 211 | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| FRESHFARM MARKETS | ||||||||||
| 945 G STREET NW NO 211 | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | ||||
| FRIENDS OF CANCER RESEARCH | ||||||||||
| 1800 M STREET NW SUITE 1050 S | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | ||||
| FRIENDS OF NOTRE-DAME DE PARIS INC | ||||||||||
| 1717 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| FRIENDS OF PRINCETON LACROSSE | ||||||||||
| 3 HARWICK DR | TRENTON | NJ | 08619 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| FRIENDS OF PRINCETON LACROSSE | ||||||||||
| 3 HARWICK DR | TRENTON | NJ | 08619 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| FRIENDS OF THE NATIONAL ZOO | ||||||||||
| 3001 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| FRIENDS OF UHN - RIDE TO CONQUER CANCER | ||||||||||
| PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | 610 UNIVERSITY AVENUE | TORONTO | CA | M5G 2M9 | ||||
| FRIENDSHIP PLACE | ||||||||||
| 3655 CALVERT STREET NW | WASHINGTON | DC | 20007 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| GEORGETOWN DAY SCHOOL | ||||||||||
| 4530 MACARTHUR BLVD NW | WASHINGTON | DC | 20007 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| GEORGETOWN UNIVERSITY HOSPITAL FOUNDATION | ||||||||||
| 3800 RESERVOIR RD NW | WASHINGTON | DC | 20007 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | ||||
| GREATER DC DIAPER BANK | ||||||||||
| 1532 A ST NE | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | ||||
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| GREATER WASHINGTON FIELD OF DREAMS | ||||||||||
| 1825 K STREET NW NO 450 | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $4,000 | ||||
| GRIDIRON CLUB AND FOUNDATION | ||||||||||
| 529 14TH ST NW STE 976 | WASHINGTON | DC | 20045 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| HAMILTON PARTNERSHIP FOR PATERSON INC | ||||||||||
| 32 SPROUCE STREET - 3RD FLOOR | PATERSON | NJ | 07501 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| HAMPTON UNIVERSITY | ||||||||||
| PO BOX 7745 | HAMPTON | VA | 23666 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| HARVARD MEDICAL SCHOOL | ||||||||||
| 1033 MASSACHUSETTS AVENUE 3RD FL | CAMBRIDGE | MA | 02138 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| HAYMAKERS FOR HOPE | ||||||||||
| 43 WOODRIDGE RD | WELLESLEY | MA | 02482 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $750 | ||||
| HEARTLAND ALLIANCE | ||||||||||
| 208 SOUTH LASALLE | CHICAGO | IL | 60604 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | ||||
| HILLWOOD ESTATE MUSEUM & GARDENS | ||||||||||
| 4155 LINNEAN AVENUE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| HOMELESS CHILDRENS PLAYTIME PROJECT | ||||||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| HOPE FOR CHILDREN FUND | ||||||||||
| 5801 SEARL TERRACE | BETHESDA | MD | 20816 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| HOPE RESCUE MISSION | ||||||||||
| 645 NORTH 6TH STREET | READING | PA | 19601 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| JEWISH FOUNDATION FOR GROUP HOMES | ||||||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| JOEY'S FOUNDATION | ||||||||||
| 5117 52ND STREET NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| JOHNS HOPKINS SCHOOL OF MEDICINE | ||||||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | ||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | ||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $477,400 | ||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $921,840 | ||||
| JUST DETENTION INTERNATIONAL | ||||||||||
| 3325 WILSHIRE BLVD STE 340 | LOS ANGELES | CA | 90010 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| KOOLEN DE VRIES SYNDROME FOUNDATION | ||||||||||
| PO BOX 470218 | FORT WORTH | TX | 76147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| LANCASTER COUNTY COMMUNITY FOUNDATION - EXTRAGIVE 2019 | ||||||||||
| 24 W KING STREET SUITE 201 | LANCASTER | PA | 17603 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| LANDON SCHOOL | ||||||||||
| 6101 WILSON LANE | BETHESDA | MD | 20817 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| LOUISIANA CENTER FOR CHILDRENS RIGHTS | ||||||||||
| 1100 MILTON ST STE B | NEW ORLEANS | LA | 70122 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | ||||
| LUCKY DOG ANIMAL RESCUE | ||||||||||
| 5159 LEE HIGHWAY | ARLINGTON | VA | 22207 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | ||||
| LYNDON BAINES JOHNSON FOUNDATION | ||||||||||
| 2313 RED RIVER ST | AUSTIN | TX | 78705 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | ||||
| MANY HANDS INC | ||||||||||
| 712 E 5TH ST APT 1 | PASADENA | MA | 02127 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| MARTHA'S TABLE INC | ||||||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| MATTHEW HARRIS ORNSTEIN MEMORIAL FOUNDATION | ||||||||||
| 2212 WYOMING AVE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| MAYO CLINIC | ||||||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | ||||
| MEDGLOBAL CHICAGO | ||||||||||
| 10604 SOUTHWEST HWY STE 107 | CHICAGO RIDGE | IL | 60415 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| MISSD - SUICIDE PREVENTION | ||||||||||
| C/O W DOLIN-180 E PEARSON NO 5301 | CHICAGO | IL | 60611 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | ||||
| MISSISSIPPI CENTER FOR JUSTICE | ||||||||||
| 5 OLD RIVER PLACE SUITE 203 | JACKSON | MS | 39215 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| MONTEFIORE MEDICAL CENTER | ||||||||||
| 111 E 210TH ST | BRONX | NY | 10467 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| MOSAIC THEATER COMPANY | ||||||||||
| 1333 H STREET NE | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| NARAL FOUNDATION | ||||||||||
| 1156 15TH STREET NW 700 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| NATIONAL BREAST CANCER COALITION FUND | ||||||||||
| 1010 VERMONT AVENUE NW SUITE 900 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| NATIONAL CENTER FOR HEALTH RESEARCH | ||||||||||
| 1001 CONNECTICUT AVE NW STE 1100 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| NATIONAL COUNCIL FOR INDEPENDENT LIVING | ||||||||||
| 2013 H ST N W 6TH FLOOR | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| NATIONAL DEMOCRATIC INSTITUTE | ||||||||||
| 455 MASSACHUSETTS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | ||||
| NATIONAL GALLERY OF ART | ||||||||||
| 6TH AND CONSTITUTION AVENUE NW | WASHINGTON | DC | 20565 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| NECROTIZING ENTEROCOLITIS SOCIETY | ||||||||||
| PO BOX 72271 | DAVIS | CA | 95617 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| NEW ISREAL FUND | ||||||||||
| 2100 M STREET NW NO 619 | WASHINGTON | DC | 20037 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| NO STOMACH FOR CANCER INC | ||||||||||
| PO BOX 46070 | MADISON | WI | 53744 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| OVARIAN CANCER RESEARCH FOUNDATION | ||||||||||
| FOURTEEN PENNSYLVANIA PLAZA NO 2110 | NEW YORK | NY | 10122 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| PANCREATIC CANCER ACTION NETWORK | ||||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $180,000 | ||||
| PCD FOUNDATION | ||||||||||
| 10137 PORTLAND AVE S | MINNEAPOLIS | MN | 55420 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| PHILLIPS COLLECTION | ||||||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| SASHA BRUCE YOUTHWORK INC | ||||||||||
| 741 8TH STREET SE | WASHINGTON | DC | 20003 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| SAVE VENICE | ||||||||||
| 133 E 58TH ST STE 501 | NEW YORK | NY | 10022 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| SHAKESPEARE THEATER COMPANY | ||||||||||
| 516 8TH STREET | WASHINGTON | DC | 200032834 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | ||||
| SHAKESPEARE THEATER COMPANY | ||||||||||
| 516 8TH STREET | WASHINGTON | DC | 200032834 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| SIDWELL FRIENDS SCHOOL | ||||||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| SIGNATURE THEATRE | ||||||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | ||||
| SMITHSONIAN INSTITUTION - AFRICAN AMERICAN HISTORY MUSEUM | ||||||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | GOV | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||||
| 23532 CALABASAS ROAD NO A | CALABASAS | CA | 91302 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| STATUE OF LIBERTY ELLIS ISLAND FOUNDATION INC | ||||||||||
| 23 BATTERY PLACE SUITE 210 | NEW YORK | NY | 10004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| STATUE OF LIBERTY ELLIS ISLAND FOUNDATION INC | ||||||||||
| 23 BATTERY PLACE SUITE 210 | NEW YORK | NY | 10004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $33,986 | ||||
| STUDIO THEATER | ||||||||||
| 1501 14TH ST NW NO 3 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION | ||||||||||
| 1012 14TH ST NW | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| SYRIAN COMMUNITY NETWORK | ||||||||||
| 5439 N BROADWAY UNIT 1 | CHICAGO | IL | 60640 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| SYRIAN EMERGENCY TASK FORCE | ||||||||||
| 1875 I STREET NW ST 5TH FLOOR | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| TASSC INTERNATIONAL | ||||||||||
| 4121 HAREWOOD ROAD NE | WASHINGTON | DC | 20017 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| TEMPLE SINAI | ||||||||||
| 509 BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| THE FAMILY FOUNDATION | ||||||||||
| 919 EAST MAIN STREET SUITE 1110 | RICHMOND | VA | 23219 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| THE ROOSEVELT INSTITUTE | ||||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| THE ROOSEVELT INSTITUTE | ||||||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | ||||
| TIDES FOUNDATIONCROSSROADS PROJECT | ||||||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | ||||
| TONY LARUSSAS ANIMAL RESCUE FOUNDATION - WALNUT CREEK | ||||||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| UNIVERSITY OF CHICAGO | ||||||||||
| 6054 S DREXEL AVE SUITE 300 | CHICAGO | IL | 60637 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | ||||
| UNIVERSITY OF TEXAS MD ANDERSON CANCER | ||||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | ||||
| US AGAINST ALZHEIMERS | ||||||||||
| 1101 K ST NW STE 400 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||
| UCSF BOX 0815 SUITE 425 | SAN FRANCISCO | CA | 94143 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | ||||
| WASHINGTON OFFICE ON LATIN AMERICA | ||||||||||
| 1666 CONECTICUT AVENUE NW NO 400 | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | ||||
| WENDT CENTER FOR LOSS & HEARING | ||||||||||
| 4201 CONNECTICUT AVENUE NW NO 300 | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | ||||
| WETA | ||||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $400,000 | ||||
| WHEN WE ALL VOTE | ||||||||||
| 1015 15TH ST NW STE 1000 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $400,000 | ||||
| WOODLAND NORMANSTONE NEIGHBORHOOD ASSOCIATION | ||||||||||
| 2606 NORMANSTONE LN NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | ||||
| WOODLEY HOUSING CORPORATION - CHRONIC MENTAL ILLNESS | ||||||||||
| 6856 EASTERN AVENUE NW NO 300 | WASHINGTON | DC | 20012 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | ||||
| WYCOFF HOUSE MUSEUM | ||||||||||
| 5816 CLARENDON ROAD | BROOKLYN | NY | 11203 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,461,576 | 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 | $260,182 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $807,778 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $930 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,158 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,085 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,779,799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,158 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,899,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,900,932 | 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 | $41,840 | Amt |
| Net Investment Income | $20,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,920 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THE REAVES UTILITY INCOME TRUST | $104,080 | $111,180 |
| US FIXED INCOME | $3,526,509 | $4,602,347 |
| US TREASURY BONDS | $9,251,354 | $9,285,314 |
| US TREASURY BONDS - UBS | $292,938 | $299,661 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC/CA-CL C | $78,579 | $334,255 |
| ALPHABET INC/CA-CL A | $78,989 | $334,848 |
| APPLE INC | $824,978 | $1,776,583 |
| BERKSHIRE HATHAWAY INC-CL A | $93,510 | $26,827,610 |
| BERKSHIRE HATHAWAY INC-CL B | $84,938 | $84,938 |
| BOEING CO | $79,562 | $65,152 |
| CHEVRON CORP | $401,398 | $409,734 |
| COCA-COLA CO | $8,661 | $1,667,419 |
| CSX CORP | $191,320 | $289,440 |
| DANAHER CORP | $778,696 | $1,841,760 |
| DELTA AIR LINES INC | $150,649 | $321,640 |
| DEXCOM INC | $160,102 | $546,850 |
| DOLLAR GENERAL CORP | $248,699 | $623,920 |
| DOLLAR TREE INC | $81,539 | $112,860 |
| DOMINION ENERGY INC .COM | $259,731 | $289,870 |
| EXXON MOBIL CORP | $100,716 | $83,736 |
| FORTUNE BRANDS HOME & SECURI | $5,128 | $196,020 |
| GENERAL ELECTRIC CO | $24,130 | $11,160 |
| INTL BUSINESS MACHINES CORP | $247,424 | $241,272 |
| LOEWS CORP | $926 | $86,609 |
| MCDONALD'S CORP | $108,172 | $9,880,500 |
| NIKE INC -CL B | $58,762 | $2,228,820 |
| OCCIDENTAL PETROLEUM CORP | $60,080 | $41,210 |
| ROSS STORES INC | $304,921 | $23,330,568 |
| VISA INC-CLASS A SHARES | $80,755 | $1,127,400 |
| WALGREENS BOOTS ALLIANCE INC | $723 | $206,360 |
| WAL-MART STORES INC | $26,156 | $594,200 |
| WALT DISNEY CO | $59,984 | $1,301,670 |
| ROYAL DUTCH SHELL-SPON ADR-A | $167,918 | $176,940 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERMAN PROPERTIES | AT COST | $3,632 | $3,632 |
| ATLAS ENHANCED FUND, LTD. | AT COST | $1,478,702 | $1,531,136 |
| AVENUE EUROPE CAPITAL SOLUTIONS | AT COST | $47,319 | $47,319 |
| BLACKSTONE GROUP, LP | AT COST | $699,060 | $2,797,000 |
| EMERGING EUROPE GR. FND II | AT COST | $229,251 | $251,057 |
| EMERSON POINT CAPITAL OVERSEAS | AT COST | $1,018,802 | $1,176,414 |
| GLADE BROOK PRIVATE INVESTORS V LLC | AT COST | $255,219 | $205,789 |
| GLENVIEW OFFSHORE OPPORTUNITY | AT COST | $750,000 | $978,439 |
| GS CAP PTNRS V INSTITUTIONAL | AT COST | $5,694 | $9,148 |
| GS CP V INST AIV | AT COST | $1,570 | $1,570 |
| JHL CAPITAL GROUP FUND LLC | AT COST | $663,777 | $524,729 |
| L&B ONSHORE FUND LP | AT COST | $419,280 | $419,280 |
| LONG POND OFFSHORE LTD. | AT COST | $973,872 | $1,072,638 |
| LUX VENTURES CAYMAN III, LP | AT COST | $264,050 | $264,050 |
| MARCATO INTERNATIONAL, LTD. | AT COST | $827,709 | $0 |
| MOAB PARTNERS OFFSHORE FUND, LTD | AT COST | $682,801 | $470,473 |
| SENATOR GLOBAL OPP. OFFSHORE FUND | AT COST | $76,146 | $76,146 |
| SENATOR GLOBAL OPP. OFFSHORE FUND II | AT COST | $359,986 | $359,986 |
| SHELLBACK OFFSHORE FUND LTD. | AT COST | $1,476,448 | $1,622,238 |
| SKELLIG OFFSHORE LTD. | AT COST | $12,418 | $12,418 |
| THIRTEEN PARTNERS OFFSHORE, LTD. | AT COST | $500,000 | $926,585 |
| TRIAN PARTNERS, LTD. | AT COST | $1,000,000 | $1,466,267 |
| WHITE ELM CAPITAL OFFSHORE LTD | AT COST | $740,831 | $740,831 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,457 | LegalFeesAmt |
| Net Investment Income | $2,491 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,966 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN ARTWORK | Desc |
| BOY Book Value | $329,033 | BOYBookValueAmt |
| EOY Book Value | $329,033 | EOYBookValueAmt |
| EOYFMV | $329,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $282 | $0 | $282 |
| INSURANCE | $2,524 | $0 | $2,524 |
| INTEREST EXPENSE | $12,082 | $0 | $12,082 |
| LICENSES AND FEES | $494 | $0 | $494 |
| MEALS & ENTERTAINMENT | $1,564 | $0 | $1,564 |
| OFFICE EXPENSE/SUPPLIES | $3,628 | $0 | $3,628 |
| OTHER EXPENSES | $15 | $0 | $15 |
| POSTAGE | $193 | $0 | $193 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $46,345 | $46,345 | $46,345 |
| ROYALTY INCOME FROM PASSTHROUGH | $99 | $99 | $99 |
| OTHER INCOME | $4,641 | $4,641 | $4,641 |
| PARTNERSHIP UNRELATED BUSINESS INCOME REPORTED ON K-1'S | $1,158 | $0 | $1,158 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR DIFFERENCE IN CONTRIBUTED STOCK | Desc |
| Amt | $1,656,064 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - UBS #14920 | $175 | $175 | $0 |
| INVESTMENT FEES - GS #2364 | $500 | $500 | $0 |
| OTHER INVESTMENT FEES | $25,771 | $25,771 | $0 |
| OTHER PROFESSIONAL FEES | $1,553 | $1,553 | $0 |
| ADVISORY FEES - JPM | $156,210 | $0 | $156,210 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,582 | $6,291 | $6,291 |
| FOREIGN TAXES | $1,692 | $1,692 | $0 |
| 990-T FEDERAL TAX | $2,500 | $0 | $0 |