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CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202003149349100800
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-09T08:07:18-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521392008PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 800NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208142930ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526047536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARL M FREEMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARLBusinessNameControlTxt
Phone2404533000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE NO 1100AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE L FREEMANPersonNm
Person TitleCHAIRMAN/PRESIDENTPersonTitleTxt
Phone2404533000PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD J LOCASTRO CPAPreparerPersonNm
PTINP00288314PTIN
Phone3019519090PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.103.231.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm09:07:11IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id969974E70E354A764C861701E6FFEFB6754F78A2AtSubmissionCreationDeviceId
At Submission Filing Device Id0F5B552EC05A2334C44C0D6588D3D4B1DB8DEF54AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$108,510,853FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$39,968,570ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$507InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$507InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,166,789DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,166,789DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,756,337NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,181,854GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,756,337CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,676OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$56OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$42,894,879TotalRevAndExpnssAmt
Total Net Invst Incm$2,923,689TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$222,061CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$21,745CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$200,316CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$130,257OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$15,751OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$114,506OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$33,689PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,499PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$27,190PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$129,910LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$105,784LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$24,126LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$394,661OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$355,742OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$38,919OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$32,700TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$66,669DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$25,554OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$25,554OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$21,849TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$21,849TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$52,853OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,750OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$56,526OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,118,103TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$514,271TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$516,886TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,397,102ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,397,102ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,515,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$514,271TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,913,988TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,379,674ExcessRevenueOverExpensesAmt
Net Investment Income$2,409,418NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,448,127SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,630,769SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,630,769SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$4,709AcctRcvblAmt
Acct Rcvbl EOY$4,709AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$4,709AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$159,688PrepaidExpensesBOYAmt
Prepaid Expenses EOY$144,497PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$144,497PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,165,642USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,889,166USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,889,166USGovtObligationsEOYFMVAmt
Corporate Stock BOY$19,275,091CorporateStockBOYAmt
Corporate Stock EOY$39,104,195CorporateStockEOYAmt
Corporate Stock EOYFMV$39,104,195CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,003,330CorporateBondsBOYAmt
Corporate Bonds EOY$9,582,602CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,582,602CorporateBondsEOYFMVAmt
Other Investments BOY$14,015,822OtherInvestmentsBOYAmt
Other Investments EOY$42,127,549OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,127,549OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$6,887,857LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$860,491LandBldgEquipAccumDeprecAmt
Land BOY$5,660,672LandBOYAmt
Land EOY$6,027,366LandEOYAmt
Land EOYFMV$6,027,366LandEOYFMVAmt
Total Assets BOY$62,728,372TotalAssetsBOYAmt
Total Assets EOY$108,510,853TotalAssetsEOYAmt
Total Assets EOYFMV$108,510,853TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,186AccountsPayableBOYAmt
Accounts Payable EOY$16,768AccountsPayableEOYAmt
Total Liabilities BOY$16,186TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,768TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$62,712,186NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$108,494,085NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$62,712,186TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$108,494,085TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$62,728,372TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$108,510,853TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$62,712,186TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,379,674ExcessRevenueOverExpensesAmt
Other Increases$5,402,225OtherIncreasesAmt
Subtotal$108,494,085SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$108,494,085TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtDepreciationDepreciationAmt
PUBLICLY TRADED SECURITIESP2018-12-312019-12-31$21,632,495$20,144,432$1,488,063$1,488,063
CAPITAL GAIN DISTRIBUTIONP2018-12-312019-12-31$111,359$111,359$111,359
CONDOMINIUMP2013-06-302019-12-31$438,000$425,540$156,915$156,915$144,455
FieldValueIRS element (for citing)
Capital Gain Net Income$1,756,337CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,507,727AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$57,063,367NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043946DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,196,332AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$45,905,795NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047844DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,623,989AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$42,451,447NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038255DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,308,681AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$42,288,921NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030946DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,960,033AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$42,131,243NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070257DistributionYr5Rt
Total Distribution0.231248TotalDistributionRt
Average Distribution0.046250AverageDistributionRt
Net Vl Noncharitable Assets$59,721,832NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,762,135AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$24,094NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,786,229AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,592,077QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$48,188InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$48,188SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$48,188TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$48,692EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$55,192TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,004OverpaymentAmt
Applied To ES Tax$7,004AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
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 AddressWWW.CARLFREEMANFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BERNADETTE M DOWLINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3024366241PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line131556 WINTERBERRY PARKWAYAddressLine1Txt
CitySELBYVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19975ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHELLE L FREEMAN
111 ROCKVILLE PIKE SUITE 1100ROCKVILLEMD20850CHAIRMAN/PRESIDENT14.00$116,411$2,595$0
PATTI GRIMES
111 ROCKVILLE PIKE SUITE 1100ROCKVILLEMD20850EXECUTIVE DIRECTOR20.00$86,980$4,266$0
CHRISTINE A SHREVE
111 ROCKVILLE PIKE SUITE 1100ROCKVILLEMD20850TREASURER/VICE CHAIRMAN/DIRECTOR4.00$0$0$0
NICHOLAS FREEMAN
111 ROCKVILLE PIKE SUITE 1100ROCKVILLEMD20850SECRETARY/DIRECTOR4.00$18,670$2,609$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BROADPOINT CONSTRUCTION LLC
37251 REHOBOTH AVENUEREHOBOTH BEACHDE19971BUILDING CONTRACTOR$429,335
WEALTHSPIRE ADVISORY
ONE PRESERVE PARKWAY 610ROCKVILLEMD20852INVESTMENT FEES$109,378
CHEVY CHASE BANK
7501 WISCONSIN AVE 1500WBETHESDAMD20814INVESTMENT FEES$103,733
METHOD DESIGN ARCHITECTURE LLC
76 BEAVER STREET 2ND FLNEW YORKNY10005ARCHITECTUAL DESIGN$91,707
MARVELOUS BY DESIGN (A MARVEL)
38626 INDIAN STREETOCEAN VIEWDE19970RENOVATION$66,039
FieldValueIRS element (for citing)
Contractor Paid Over50k3ContractorPaidOver50kCnt

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$54,211,003AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,346,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$73,973FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$60,631,302TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$60,631,302AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$909,470CashDeemedCharitableAmt
Net Vl Noncharitable Assets$59,721,832NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,986,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,986,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$48,188TaxBasedOnInvestmentIncomeAmt
Total Tax$48,188TotalTaxAmt
Distributable Before Adj$2,937,904DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,937,904DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,937,904DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,913,988ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$678,089CharitableAssetsAcquisPaidAmt
Qualifying Distributions$2,592,077QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,592,077AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,937,904DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$898,253ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$898,253TotalExcessDistributionCyovAmt
Qualifying Distributions$2,592,077QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,592,077AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$345,827ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$345,827ExcessDistributionCyovAppCYAmt
Total Corpus$552,426TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$552,426ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATTI GRIMESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line131556 WINTERBERRY PARKWAYAddressLine1Txt
CitySELBYVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19975ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3024363003RecipientPhoneNum
Form And Info And MaterialsTHE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesDEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOLLOWING RESTRICTIONS APPLY TO APPLICANTS: - APPLICANTS MUST BE AN IRS-RECOGNIZED 501(C)(3) TAX-EXEMPT, NONPROFIT ORGANIZATION IN GOOD STANDING, OR A PUBLIC AGENCY SPECIFICALLY SERVING THE RESIDENTS OF THE FUNDING AREA. - APPLICANTS APPLYING IN MONTGOMERY COUNTY, MD, MUST HAVE AN ANNUAL OPERATING BUDGET OF $750,000 OR LESS AND BE BASED IN MONTGOMERY COUNTY, MD. - APPLICANTS APPLYING IN SUSSEX COUNTY, DE, MUST HAVE AN ANNUAL OPERATING BUDGET OF $500,000 OR LESS AND BE BASED IN SUSSEX COUNTY, DE. AWARDS ARE NOT MADE TO: - INDIVIDUALS - POLITICAL ASSOCIATIONS OR CANDIDATES AWARDS ARE NOT MADE TO: - ORGANIZATIONS THAT WOULD DISBURSE FUNDING TO OTHER ORGANIZATIONS - ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, SEXUAL ORIENTATION, AGE, RELIGION, DISABILITY OR NATIONAL ORIGINRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADL
1100 CONNECTICUT AVE SUITE 1020WASHINGTONDC20036NONEPUBLIC CHARITYSOCIAL SERVICES$10,000
AMERICAN CANCER SOCIETY
1315 MT HERMON ROADSALISBURYMD21804NONEPUBLIC CHARITYHEALTH$1,000
AMERICAN HEART ASSOCIATION
200 CONTINENTAL DRIVE SUITE101NEWARKDE19713NONEPUBLIC CHARITYHEALTH$1,000
ASPIRE COUNSELING
16220 FREDERICK RD SUITE 502GAITHERSBURGMD20877NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
ATLANTIC GENERAL HOSPITAL
9733 HEALTHWAY DRIVEBERLINMD21811NONEPUBLIC CHARITYHEALTH$2,000
ATTACK ADDICTION FOUNDATION
PO BOX 36BEARDE19701NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
BALTIMORE ANIMAL RESCUE & CARE SHELTER
301 STOCKHOLM STREETBALTIMOREMD21230NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
BARBARA K BROOKS TRANSITION HOUSE INC
52 BRAMHALL STGEORGETOWNDE19947NONEPUBLIC CHARITYSOCIAL SERVICES$1,053
BEEBE MEDICAL FOUNDATION
902 SAVANNAH ROADLEWESDE19958NONEPUBLIC CHARITYHEALTH$89,425
BELIEVE IN TOMORROW CHILDREN'S FDTN-BALT
6601 FREDERICK ROADBALTIMOREMD21228NONEPUBLIC CHARITYHEALTH$3,000
BENDER JCC OF GREATER WASHINGTON
6125 MONTROSE ROADROCKVILLEMD208524857NONEPUBLIC CHARITYSOCIAL SERVICES$10,000
BERLIN INTERMEDIATE SCHOOL
309 FRANKLIN AVENUEBERLINMD21811NONEPUBLIC CHARITYEDUCATION$1,427
BEST BUDDIES INTERNATIONAL INC
101 N HAVEN STREET SUITE 205BALTIMOREMD21224NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
BOONSBORO FREE LIBRARY
PO BOX 174BOONSBOROMD21713NONEPUBLIC CHARITYEDUCATION$3,000
BUCKINGHAM ELEMENTARY SCHOOL
100 BUCKINGHAM ROADBERLINMD21811NONEPUBLIC CHARITYEDUCATION$951
BULLIS SCHOOL
10601 FALLS ROADPOTOMACMD20854NONEPUBLIC CHARITYEDUCATION$12,500
BYTE BACK INC
899 N CAPITOL ST SUITE 850WASHINGTONDC20002NONEPUBLIC CHARITYEDUCATION$5,000
CAL RIPKEN SR FOUNDATION
1427 CLARKVIEW ROAD SUITE 100BALTIMOREMD21209NONEPUBLIC CHARITYSOCIAL SERVICES$10,000
CARINGMATTERS
518 S FREDERICK AVEGAITHERSBURGMD20877NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
CATHOLIC CHARITIES INC
404 S BEDFORD STREET SUITE 9GEORGETOWNDE19947NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
CATHOLIC COALITION FOR SPECIAL EDUCATION
10400 CONNECTICUT AVE SUITE 603KENSINGTONMD20895NONEPUBLIC CHARITYSOCIAL SERVICES$2,500
CHABAD OF OLNEY INC
17320 GEORGIA AVENUEOLNEYMD20832NONEPUBLIC CHARITYSOCIAL SERVICES$10,000
CITYDANCE
4000 ALBERMARLE ST NW SUITE 304WASHINGTONDC20016NONEPUBLIC CHARITYARTS$10,000
CLOTHING OUR KIDS
26582 JOHN J WILLIAMS HWY 2MILLSBORODE19966NONEPUBLIC CHARITYSOCIAL SERVICES$8,000
COLORECTAL CANCER ALLIANCE
1025 VERMONT AVE NW STE 1066WASHINGTONDC20005NONEPUBLIC CHARITYHEALTH$15,000
COMMUNITY BRIDGES INC
8757 SILVER SPRING AVE 540SILVER SPRINGMD20910NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
COMMUNITY FOUNDATION FOR MONT COUNTY
PO BOX 10231ROCKVILLEMD20849NONEPUBLIC CHARITYSOCIAL SERVICES$10,000
CONTRACTORS FOR A CAUSE
33258 KENT AVENUEBETHANY BEACHDE19930NONEPUBLIC CHARITYSOCIAL SERVICES$2,000
CURE JM FOUNDATION
PO BOX 45768BALTIMOREMD212975768NONEPUBLIC CHARITYHEALTH$2,500
DC COLLEGE ACCESS PROGRAM
1425 K STREET NW SUITE 200WASHINGTONDC20005NONEPUBLIC CHARITYEDUCATION$10,000
DC DIAPER BANK
1532 A ST NEWASHINGTONDC20002NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
DE ALLIANCE FOR NONPROFIT ADVANCEMENT
100 W 10TH STREET SUITE 1012WILMINGTONDE19801NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
DELAWARE BREAST CANCER COALITION-SUSSEX
18977 MUNCHY BRANCH RD UNIT 1REHOBOTH BEACHDE19971NONEPUBLIC CHARITYHEALTH$19,000
DELAWARE COMMUNITY FOUNDATION
36 THE CIRCLEGEORGETOWNDE19947NONEPUBLIC CHARITYEDUCATION$12,000
DELAWARE HOSPICE INC
100 PATRIOTS WAYMILFORDDE19963NONEPUBLIC CHARITYHEALTH$500
DELAWARE SPORTS COMMISSION
99 KINGS HIGHWAYDOVERDE19901NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
DELAWARE TECHNICAL COMMUNITY COLLEGE
21179 COLLEGE DRIVEGEORGETOWNDE19947NONEPUBLIC CHARITYEDUCATION$15,600
DELMAR ELEMENTARY SCHOOL
811 SOUTH 2ND STREETDELMARMD21875NONEPUBLIC CHARITYEDUCATION$1,783
DEL-MAR-VA COUNCIL BSA
31901 TRI-COUNTY WAY SUITE 118SALISBURYMD21804NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
DELMARVA TEEN CHALLENGE HOME OF HOPE
PO BOX 1271SEAFORDDE19973NONEPUBLIC CHARITYSOCIAL SERVICES$2,500
DFRC INC
640 PLAZA DRNEWARKDE19702NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
DIAKONIA INC
12747 OLD BRIDGE ROADOCEAN CITYMD21842NONEPUBLIC CHARITYSOCIAL SERVICES$500
DIOCESAN COUNCIL INC (THE)
DBA CAMP ARROWHEAD 35143 HOMESTEADLEWESDE19958NONEPUBLIC CHARITYSOCIAL SERVICES$10,000WAY
DWDOC LLC
PO BOX 333WILMINGTONDE19899NONEPUBLIC CHARITYARTS$280,000
EAGLEBANK FOUNDATION (THE)
7830 OLD GEORGETOWN RDBETHESDAMD20814NONEPUBLIC CHARITYSOCIAL SERVICES$2,500
EASTER SEALS SERVING MDDCVA
1420 SPRING STREETSILVER SPRINGMD20910NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
FIRST TEE OF GREATER WASHINGTON DC (THE)
2020 PENNSYLVANIA AVE NW 106WASHINGTONDC20006NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
FOOD BANK OF DELAWARE
1040 MATTLIND WAYMILFORDDE19963NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
FOR 3 SISTERS INC
18200 GEORGIA AVE 2ND FL STE HOLNEYMD20832NONEPUBLIC CHARITYSOCIAL SERVICES$500
FOUNDATION FOR DELMAR EDUCATION-THE
200 N 8TH STREETDELMARMD19940NONEPUBLIC CHARITYEDUCATION$500
FRANKLIN E WIMP HAMBURG GOLF MEMORIAL
8 KNODE CIRCLEBOONSBOROMD21713NONEPUBLIC CHARITYSOCIAL SERVICES$1,500
FREDERICK DOUGLASS ELEMENTARY SCHOOL
1 SWAIN ROADSEAFORDDE19973NONEPUBLIC CHARITYEDUCATION$1,000
FRIENDS OF THE SELBYVILLE PUBLIC LIBRARY
PO BOX 31SELBYVILLEDE19975NONEPUBLIC CHARITYEDUCATION$1,000
FRUITLAND PRIMARY SCHOOL
301 N DIVISION STFRUITLANDMD21826NONEPUBLIC CHARITYEDUCATION$1,014
FUTURE LINK INC
401 N WASHINGTON ST STE 100 OFFICEROCKVILLEMD20850NONEPUBLIC CHARITYSOCIAL SERVICES$5,000126
GAITHERSBURG HELP INC
301 MUDDY BRANCH ROADGAITHERSBURGMD208783000NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
GEORGETOWN UNIVERSITY-MSB
37 AND O STREETS NWWASHINGTONDC20057NONEPUBLIC CHARITYEDUCATION$30,000
GIGI'S PLAYHOUSE INC
15316 DETROIT AVENUELAKEWOODOH44107NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
GIRLS ON THE RUN DELAWARE INC
615 WEST 18TH STREETWILMINGTONDE19802NONEPUBLIC CHARITYSOCIAL SERVICES$2,500
GREAT AND SMALL
17320 MOORE RDBOYDSMD20841NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
GREAT FUTURES FUND
36932 SILICATO DRIVE SUITE 10MILLSBORODE19966NONEPUBLIC CHARITYSOCIAL SERVICES$3,500
GREATER WASHINGTON COMM FOUNDATION
8720 GEORGIA AVENUE SUITE 202SILVER SPRINGMD20910NONEPUBLIC CHARITYSOCIAL SERVICES$10,000
HALCYON HOUSE
3400 PROSPECT STREET NWWASHINGTONDC20007NONEPUBLIC CHARITYSOCIAL SERVICES$50,000
HARRY K FOUNDATION
313 S BOARDWALKREHOBOTH BEACHDE19971NONEPUBLIC CHARITYSOCIAL SERVICES$7,500
HEADSTRONG PROJECT
655 MADISON AVE 18TH FLOORNEW YORKNY10065NONEPUBLIC CHARITYSOCIAL SERVICES$25,000
HOLTON-ARMS SCHOOL INC
7303 RIVER ROADBETHESDAMD20817NONEPUBLIC CHARITYEDUCATION$75,000
HOME OF THE BRAVE FOUNDATION INC
6632 SHARPS ROADMILFORDDE19963NONEPUBLIC CHARITYSOCIAL SERVICES$2,000
HOWARD T ENNIS SCHOOL
20346 ENNIS ROADGEORGETOWNDE19947NONEPUBLIC CHARITYEDUCATION$5,000
IMMANUEL SHELTER INC
17601 COASTAL HWY UNIT 11 431NASSAUDE19969NONEPUBLIC CHARITYSOCIAL SERVICES$8,000
IN HONOR OF HER
PO BOX 855OLNEYMD208300855NONEPUBLIC CHARITYSOCIAL SERVICES$1,500
INDIAN RIVER SOCCER CLUB
32221 GUN ROADFRANKFORDDE19945NONEPUBLIC CHARITYEDUCATION$1,000
JAMES BEARD FOUNDATION
167 WEST 12TH STREETNEW YORKNY10011NONEPUBLIC CHARITYSOCIAL SERVICES$22,500
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BLVD SUITE 100N BETHESDAMD20852NONEPUBLIC CHARITYSOCIAL SERVICES$50,000
JOHN M CLAYTON ELEMENTARY SCHOOL
252 CLAYTON AVENUEFRANKFORDDE19945NONEPUBLIC CHARITYEDUCATION$5,000
JOSEPH JEFFREY STEIN III FOUNDATION
1 GRENOBLE PLACEREHOBOTH BEACHDE19971NONEPUBLIC CHARITYSOCIAL SERVICES$2,000
JOSHUA M FREEMAN FOUNDATION INC
31556 WINTERBERRY PARKWAYSELBYVILLEDE19975NONEPUBLIC CHARITYARTS$5,000
JUNIOR ACHIEVEMENT OF DELAWARE INC
522 S WALNUT STREETWILMINGTONDE19801NONEPUBLIC CHARITYEDUCATION$11,000
KEEN GREATER DC
PO BOX 341590BETHESDAMD20827NONEPUBLIC CHARITYSOCIAL SERVICES$10,000
KELLY ANNE DOLAN MEMORIAL FUND
580 VIRGINIA DRIVE SUITE 110FORT WASHINGTONPA19034NONEPUBLIC CHARITYHEALTH$5,000
KENNEDY CENTER (THE)
PO BOX 101510ARLINGTONVA22210NONEPUBLIC CHARITYARTS$35,000
KENT-SUSSEX INDUSTRIES INC
301 NORTH REHOBOTH BOULEVARDMILFORDDE19963NONEPUBLIC CHARITYSOCIAL SERVICES$3,500
LANDON SCHOOL
6101 WILSON LANEBETHESDAMD208173199NONEPUBLIC CHARITYEDUCATION$36,000
LEADERSHIP MONTGOMERY
5910 EXECUTIVE BLVD ST 200ROCKVILLEMD20852NONEPUBLIC CHARITYSOCIAL SERVICES$25,000
LEUKEMIA & LYMPHOMA SOCIETY -DE
1300 N GRANT AVENUEWILMINGTONDE19806NONEPUBLIC CHARITYHEALTH$3,000
LEUKEMIA & LYMPHOMA SOCIETY-VA
3601 EISENHOWER AVE SUITE 450ALEXANDRIAVA22304NONEPUBLIC CHARITYHEALTH$10,000
LIFE WITH CANCER
C/O SHAPIRO LIFSCHITZ SCHRAM 1742 NWASHINGTONDC20036NONEPUBLIC CHARITYHEALTH$10,000ST NW
LITERACY DELAWARE INC
PO BOX 2083WILMINGTONDE198992083NONEPUBLIC CHARITYEDUCATION$5,000
LITTLE LEAGUE BASEBALL INC
5 CLOVER DRIVEGEORGETOWNDE19947NONEPUBLIC CHARITYSOCIAL SERVICES$20,000
LIVING CLASSROOMS FOUNDATION
515 M ST SE SUITE 222WASHINGTONDC20003NONEPUBLIC CHARITYEDUCATION$5,000
LYME DISEASE ASSOCIATION OF DELMARVA
PO BOX 5360SALISBURYMD21802NONEPUBLIC CHARITYHEALTH$5,500
MANNA FOOD CENTER
12301 OLD COLUMBIA PIKE STE 200SILVER SPRINGMD20904NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
MARTHA'S TABLE INC
2375 ELVANS RD SEWASHINGTONDC20020NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
MARY'S CENTER
2333 ONTARIO RD NWWASHINGTONDC20009NONEPUBLIC CHARITYHEALTH$10,000
MID-ATLANTIC SYMPHONY ORCHESTRA SOCIETY
PO BOX 3381EASTONMD21601NONEPUBLIC CHARITYARTS$500
MIDDLEBURG FILM FESTIVAL
PO BOX 1566MIDDLEBURGVA20118NONEPUBLIC CHARITYARTS$7,000
MILTON LIONS FOUNDATION INC
PO BOX 256MILTONDE19968NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
MONTGOMERY COLLEGE FOUNDATION
9221 CORPORATE BLVD 3RD FLOORROCKVILLEMD20850NONEPUBLIC CHARITYEDUCATION$10,000
MONTGOMERY COUNTY 4-H CLUB SHEEP & SWINE
19300 HEMPSTONE AVEPOOLESVILLEMD20837NONEPUBLIC CHARITYSOCIAL SERVICES$965
MONTGOMERY COUNTY BEEF 4-H CLUB
5925 DAMASCUS ROADLAYTONSVILLEMD20882NONEPUBLIC CHARITYSOCIAL SERVICES$19,310
NAMI MONTGOMERY COUNTY
9210 CORPORATE BLVD SUITE 170ROCKVILLEMD20850NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NWWASHINGTONDC20005NONEPUBLIC CHARITYEDUCATION$10,000
NATIONAL PHILHARMONIC ORCHESTRA & CHORALE
THE MUSIC CENTER AT STRATHMORE 5301ROCKVILLEMD20852NONEPUBLIC CHARITYARTS$5,000TUCKERMAN LANE
NEW HOPE REC AND DEVELOPMENT CTR INC
12564 NORTH OLD STATE ROAD PO BOXELLENDALEDE199412820NONEPUBLIC CHARITYSOCIAL SERVICES$5,000310
NONPROFIT VILLAGE CENTER INC (THE)
12320 PARKLAWN DRIVEROCKVILLEMD20852NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
NOURISH NOW
1111 TAFT STREETROCKVILLEMD20850NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
NPLB OUTDOORS
1200 MONTGOMERY STREETLAURELMD20707NONEPUBLIC CHARITYSOCIAL SERVICES$2,000
OCEAN CITY ELEMENTARY SCHOOL
12828 CENTER DRIVEOCEAN CITYMD21842NONEPUBLIC CHARITYEDUCATION$747
OLNEY HELP
PO BOX 430OLNEYMD20830NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
OLNEY THEATRE
2001 OLNEY SANDY SPRING ROADOLNEYMD20832NONEPUBLIC CHARITYARTS$10,000
OUR LADY OF MERCY CATHOLIC SCHOOL
9222 KENTSDALE DRIVEPOTOMACMD20854NONEPUBLIC CHARITYEDUCATION$2,000
PASSION FOR LEARNING INC
1210 WOODSIDE PARKWAYSILVER SPRINGMD20910NONEPUBLIC CHARITYEDUCATION$5,000
PATHWAYS TO SUCCESS INC
31 THE CIRCLE SUITE A BGEORGETOWNDE19947NONEPUBLIC CHARITYSOCIAL SERVICES$2,500
POCOMOKE ELEMENTARY SCHOOL
2119 POCOMOKE BELTWAYPOCOMOKE CITYMD21851NONEPUBLIC CHARITYEDUCATION$575
POCOMOKE MIDDLE SCHOOL
800 8TH STREETPOCOMOKE CITYMD21851NONEPUBLIC CHARITYEDUCATION$510
PREVENT CANCER FOUNDATION
1600 DUKE STREET SUITE 500ALEXANDRIAVA22314NONEPUBLIC CHARITYHEALTH$5,000
PRIMEROS PASOS INC
20648 SAVANNAH ROADGEORGETOWNDE19947NONEPUBLIC CHARITYSOCIAL SERVICES$2,500
PULMONARY HYPERTENSION ASSOCIATION
801 ROEDER ROAD SUITE 1000SILVER SPRINGMD20910NONEPUBLIC CHARITYHEALTH$1,000
RACKLIFFE HOUSE TRUST INC
PO BOX 561BERLINMD21811NONEPUBLIC CHARITYSOCIAL SERVICES$500
RAINBOW PLACE SHELTER FOR HOMELESS WOMEN
ROCKVILLE PRESBYTERIAN CHURCH 215 WROCKVILLEMD208502804NONEPUBLIC CHARITYSOCIAL SERVICES$5,000MONTGOMERY AVE
READ ALOUD DELAWARE
108 N BEDFORD STREETGEORGETOWNDE19947NONEPUBLIC CHARITYEDUCATION$2,750
RED WIGGLER FOUNDATION INC
PO BOX 968CLARKSBURGMD20871NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
ROXANA FIRE COMPANY
35943 ZION CHURCH ROADFRANKFORDDE19945NONEPUBLIC CHARITYSOCIAL SERVICES$15,000
SHOWELL ELEMENTARY SCHOOL
11318 SHOWELL SCHOOL RDBERLINMD21811NONEPUBLIC CHARITYEDUCATION$302
SNOW HILL MIDDLE SCHOOL
522 COULBOURNE LANESNOW HILLMD21863NONEPUBLIC CHARITYEDUCATION$799
SOME
71 O STREET NWWASHINGTONDC20001NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
SOUTHERN SUSSEX ROTARY CLUB
PO BOX 92SELBYVILLEDE19975NONEPUBLIC CHARITYSOCIAL SERVICES$700
ST ANN'S - VIC DANCE
33284 WALTSON WALK COURT PO BOXBETHANY BEACHDE19930NONEPUBLIC CHARITYSOCIAL SERVICES$4001035
ST MARY'S COLLEGE OF MARYLAND FOUNDATION
18952 E FISHER RDST MARYS CITYMD20686NONEPUBLIC CHARITYEDUCATION$250
STEPPING STONES SHELTER
PO BOX 712ROCKVILLEMD208480712NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
STRATHMORE HALL FOUNDATION INC
5301 TUCKERMAN LANEN BETHESDAMD20852NONEPUBLIC CHARITYARTS$10,000
SUSSEX COUNTY COUNCIL ESCROW ACCT
2 THE CIRCLEGEORGETOWNDE19947NONEPUBLIC CHARITYSOCIAL SERVICES$250
THEARC
1901 MISSISSIPPI AVE SUITE 101WASHINGTONDC20020NONEPUBLIC CHARITYARTS$25,000
TRINITY FOUNDATION
PO BOX 1620SEAFORDDE19973NONEPUBLIC CHARITYSOCIAL SERVICES$1,716
UNIVERSITY OF MARYLAND FOUNDATION (THE)
6500 ROCK SPRINGS DRIVE SUITE 200BETHESDAMD20817NONEPUBLIC CHARITYEDUCATION$10,000
VFW POST 7234
29265 MARSHY HOPE WAYOCEAN VIEWDE19970NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
WASHINGTON BALLET (THE)
3515 WISCONSIN AVE NWWASHINGTONDC20016NONEPUBLIC CHARITYARTS$10,000
WEST SIDE NEW BEGINNINGS INC
19801 NORWOOD STREETREHOBOTH BEACHDE19971NONEPUBLIC CHARITYSOCIAL SERVICES$5,000
WILDERNESS LEADERSHIP AND LEARNING INC
1758 PARK RD NWWASHINGTONDC20010NONEPUBLIC CHARITYEDUCATION$5,000
WILLARDS ELEMENTARY SCHOOL
36161 RICHLAND RDWILLARDSMD21875NONEPUBLIC CHARITYEDUCATION$1,575
WINCHESTER THURSTON SCHOOL
555 MOREWOOD AVENUEPITTSBURGHPA15213NONEPUBLIC CHARITYEDUCATION$1,000
WOLF TRAP ANIMAL RESCUE
PO BO 2753MERRIFIELDVA22116NONEPUBLIC CHARITYSOCIAL SERVICES$2,000
WORCESTER COUNTY HUMANE SOCIETY INC
PO BOX 48BERLINMD21811NONEPUBLIC CHARITYSOCIAL SERVICES$1,500
WRESTLING TO BEAT THE STREETS DC
12435 PARK POTOMAC AVE SUITE 500POTOMACMD20854NONEPUBLIC CHARITYSOCIAL SERVICES$14,500
YMCA OF METROPOLITAN WASHINGTON
9401 OLD GEORGETOWN ROADBETHESDAMD20814NONEPUBLIC CHARITYSOCIAL SERVICES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,397,102TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BEEBE MEDICAL FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1902 SAVANNAH ROADAddressLine1Txt
CityLEWWWWCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19958ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeHEALTHGrantOrContributionPurposeTxt
Amt$125,850Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$125,850TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$507ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,166,789ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$731RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,756,337ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 ORDINARY BUSINESS INCOME900099-$2,89618$56
MISCELLANEOUS01$4,785

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$2,896UnrelatedBusinessTaxblIncmAmt
Exclusion$2,928,474ExclusionAmt
Related Or Exempt Function Incm$731RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,926,309TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementMISCELLANEOUS INCOMERelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FREEMAN FOUNDATION CLATBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O EARL COLSON TRUSTEE ARENT FOX LAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Total Contributions$39,968,570TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURITIES & GROUND LEASESNoncashPropertyDesc
Fair Market Value$38,642,335FairMarketValueAmt
Received2019-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,900DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$9,582,602EOYBookValueAmt
EOYFMV$9,582,602EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$39,104,195EOYBookValueAmt
EOYFMV$39,104,195EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,889,166USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,889,166USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HEDGE FUNDSFMV$7,944,846$7,944,846
LP/LLC INVESTMENTSFMV$1,074,254$1,074,254
CONGRESSIONAL BANK STOCKFMV$4,080,219$4,080,219
CSV - KEYMAN INSURANCE POLICYFMV$2,028,230$2,028,230
GROUND LEASESFMV$27,000,000$27,000,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$129,910LegalFeesAmt
Net Investment Income$105,784NetInvestmentIncomeAmt
Disbursements Charitable Prps$24,126DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$2,175$0$2,175
INSURANCE$29,644$0$29,644
TELEPHONE$1,613$0$1,613
POSTAGE AND DELIVERY$275$0$275
WEBSITE MAINTENANCE$1,128$0$1,128
LICENSES AND FEES$617$0$617
GRANT & PROGRAM RELATED EXP$12,645$0$12,645
OFFICE EXPENSES$6,911$0$6,905
BANK FEES$158$0$158
K-1 EXPENSES-$3,173$9,256$0
MISCELLANEOUS$1,366$0$1,366
FOREIGN TAX-$506-$506$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TAX EXEMPT INCOME$731$0$731
K-1 ORDINARY BUSINESS INCOME-$2,840$56-$2,840
MISCELLANEOUS$4,785$4,785

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$5,402,225Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT$355,742$355,742$0
CONSULTING$38,919$0$38,919

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$32,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt