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GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION (EIN 52-2102799)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202003189349100030
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)
Return2020-11-13T08:15:05-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522102799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GARY AND PENNIE ABRAMSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGARYBusinessNameControlTxt
Phone3019847000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 TOWER OAKS BLVD - NINTH FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208524282ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY ABRAMSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3019847000PhoneNum
Signature2020-11-12SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.51.129.131IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm16:45:20IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdC8D8FA6591936F518E5B4D9F366641E67902E3B3AtSubmissionFilingDeviceId
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$56,227,464FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$739,973InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$739,973InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$637,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$637,737DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$497,762NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,965,294GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$497,762CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,419OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,419OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,879,891TotalRevAndExpnssAmt
Total Net Invst Incm$1,879,891TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$29,526TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,969TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$113,893OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$113,893OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$143,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$122,862TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,187,921ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,187,921ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,331,340TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$122,862TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,187,921TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$451,449ExcessRevenueOverExpensesAmt
Net Investment Income$1,757,029NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$898,114CashBOYAmt
Cash EOY$780,187CashEOYAmt
Cash EOYFMV$780,187CashEOYFMVAmt
Acct Rcvbl$5,368AcctRcvblAmt
Acct Rcvbl BOY$131,959AcctRcvblBOYAmt
Acct Rcvbl EOY$5,368AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,368AcctRcvblEOYFMVAmt
Rcvbl From Officers BOY$30,801,310RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$29,790,247RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$29,790,247RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$19,087,451CorporateStockBOYAmt
Corporate Stock EOY$19,941,169CorporateStockEOYAmt
Corporate Stock EOYFMV$25,181,459CorporateStockEOYFMVAmt
Other Investments BOY$583,605OtherInvestmentsBOYAmt
Other Investments EOY$534,019OtherInvestmentsEOYAmt
Other Investments EOYFMV$470,203OtherInvestmentsEOYFMVAmt
Total Assets BOY$51,502,439TotalAssetsBOYAmt
Total Assets EOY$51,050,990TotalAssetsEOYAmt
Total Assets EOYFMV$56,227,464TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$44,802,833CapitalStockBOYAmt
Capital Stock EOY$44,802,833CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,699,606RetainedEarningBOYAmt
Retained Earning EOY$6,248,157RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$51,502,439TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,050,990TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,502,439TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,050,990TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,502,439TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$451,449ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$51,050,990SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$51,050,990TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$5,896,111$5,467,532$428,579$428,579
LT CAPITAL GAIN DISTRIBUTION$41,490$41,490$41,490P
LT GAIN/LOSS FROM FLOW THROUGH INVESTMENTS$402$402$402P
ST GAIN/LOSS FROM FLOW THROUGH INVESTMENTS$1$1$1P
GAIN FROM MADDOFF INVESTMENT$27,290$27,290$27,290P
FieldValueIRS element (for citing)
Capital Gain Net Income$497,762CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,984,247AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$54,658,717NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036302DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,754,237AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$54,850,601NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031982DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,547,587AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$49,033,581NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031562DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,387,570AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$46,818,997NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050996DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,876,830AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$47,062,294NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039880DistributionYr5Rt
Total Distribution0.190722TotalDistributionRt
Average Distribution0.038144AverageDistributionRt
Net Vl Noncharitable Assets$54,313,999NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,071,753AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$17,570NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,089,323AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,187,921QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$17,570InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,570SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,570TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,554EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$50,554TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$32,984OverpaymentAmt
Applied To ES Tax$32,984AppliedToESTaxAmt
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 AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN RESUTEKIndividualWithBooksNm
Phone3019847000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12000 TOWER OAKS BLVD 9TH FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208524282ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY M ABRAMSON
2000 TOWEROAKS BLVD 9TH FLOORROCKVILLEMD20852TRUSTEE-PART2.00$0$0$0
PENNIE M ABRAMSON
2000 TOWEROAKS BLVD 9TH FLOORROCKVILLEMD20852TRUSTEE-PART1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$23,529,211AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$741,210AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$30,870,695FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$55,141,116TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$55,141,116AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$827,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$54,313,999NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,715,700MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,715,700MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,570TaxBasedOnInvestmentIncomeAmt
Income Tax$26IncomeTaxAmt
Total Tax$17,596TotalTaxAmt
Distributable Before Adj$2,698,104DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,698,104DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,698,104DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,187,921ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,187,921QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$17,570PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,170,351AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,698,104DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$565,961ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$414,646ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$980,607TotalExcessDistributionCyovAmt
Qualifying Distributions$2,187,921QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,187,921AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$510,183ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$510,183ExcessDistributionCyovAppCYAmt
Total Corpus$470,424TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$470,424ExcessDistriCyovToNextYrAmt
Excess From Year4$55,778ExcessFromYear4Amt
Excess From Year3$414,646ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARY M ABRAMSONContributingManagerNm
Contributing ManagerPENNIE M ABRAMSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SIXTH & I SYNAGOGUE
600 I ST NWWASHINGTONDC20001PCUNRESTRICTED FUNDS$10,000
ACTIVE MINDS
2001 S STREET NW SUITE 630WASHINGTONDC20009PCUNRESTRICTED FUNDS$2,500
AISH DC
11418 OLD GEORGETOWN ROADNORTH BETHESDAMD20852PCUNRESTRICTED FUNDS$30,000
ALEF BET MONTESORRI SCHOOL
7300 WHITTIER BLVDBETHESDAMD20817PCUNRESTRICTED FUNDS$20,000
ALS ASSOCIATION DCMDVA CHAPTER
7507 STANDISH PLACEROCKVILLEMD20855PCUNRESTRICTED FUNDS$7,867
ALZHEIMER'S ASSOCIATION
8180 GREENSBORO DRIVE 400MCLEANVA22101PCUNRESTRICTED FUNDS$2,500
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET SUITE 904NEW YORKNY10019PCUNRESTRICTED FUNDS$10,000
AM COMMITTEE FOR THE WEIZMANN INST OF SCIENCE
633 3RD AVENUE 20TH FLNEW YORKNY10017PCUNRESTRICTED FUNDS$385,000
AMERICAN FRIENDS OF GALILEE MEDICAL CENTER
315 MADISON AVENUENEW YORKNY10017PCUNRESTRICTED FUNDS$25,000
AMERICAN ISRAEL EDUCATION FOUNDATION
215 H STEERT NWWASHINGTONDC20001PCUNRESTRICTED FUNDS$75,000
AMERICAN UNIVERSITY
PO BOX 96609WASHINGTONDC20090PCUNRESTRICTED FUNDS$300,000
AMERICAN UNIVERSITY HILLEL
4400 MASS AVENUE NWWASHINGTONDC20016PCUNRESTRICTED FUNDS$25,000
ANTI-DEFAMATION LEAGUE
1100 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036PCUNRESTRICTED FUNDS$5,0001020
BAIS HAMEDRASH & MESIVTA OF BALTIMORE
6823 OLD PIMLICO RDBALTIMOREMD21209PCUNRESTRICTED FUNDS$5,000
BENDER JCC OF GREATER WASHINGON
6125 MONTROSE ROADROCKVILLEMD20852PCUNRESTRICTED FUNDS$600
BEST BUDDIES INTERNATIONAL
100 SOUTHEAST SECOND STREET SUITEMIAMIFL33131PCUNRESTRICTED FUNDS$10,000200
BIRTHRIGHT ISREAL FOUNDATION
711 3RD AVE 10TH FLOORNEW YORKNY10017PCUNRESTRICTED FUNDS$5,000
BREM FOUNDATION TO DEFEAT BREAST CANCER
8720 GEORGIA AVENUE SUITE 302SILVER SPRINGMD20910PCUNRESTRICTED FUNDS$10,000
BUONICONTI FOUNDATION TO CURE PARALYSIS
1095 NW 14TH TERRACEMIAMIFL33136PCUNRESTRICTED FUNDS$25,000
CABIN JOHN PARK VOLUNTEER FIRE DEPARTMENT
8001 RIVER RDBETHESDAMD208172705PCUNRESTRICTED FUNDS$1,500
CASEY CARES FOUNDATION
3918 VERO ROAD SUITE CBALTIMOREMD21227PCUNRESTRICTED FUNDS$1,000
CENTER FOR INSPIRED TEACHING
1436 U STREET NW SUITE 400WASHINGTONDC20009PCUNRESTRICTED FUNDS$1,000
CENTER FOR ISRAEL STUDIES
4400 MASS AVENUE NWWASHINGTONDC200168180PCUNRESTRICTED FUNDS$25,000
CEREBRAL PALSY FOUNDATION
3 COLUMBUS CIRCLE 15TH FLOORNEW YORKNY10019PCUNRESTRICTED FUNDS$10,000
CHABAD LUBAVITCH OF MD
11621 SEVEN LOCKS ROADPOTOMACMD20854PCUNRESTRICTED FUNDS$15,000
CHABAD LUBAVITCH OF THE AU COMMUNITY
3040 IDAHO AVE NW 717WASHINGTONDC20016PCUNRESTRICTED FUNDS$5,000
CHABAD OF OLNEY
17320 GEORGIA AVEOLNEYMD20832PCUNRESTRICTED FUNDS$1,000
CHARLES E SMITH LIFE COMMUNITIES
6121 MONTROSE ROADROCKVILLEMD20852PCUNRESTRICTED FUNDS$2,500
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403PCUNRESTRICTED FUNDS$4,167
CHILDREN'S HOSPITAL FOUNDATION
801 ROEDER RD 300SILVER SPRINGMD20910PCUNRESTRICTED FUNDS$15,000
CITY YEAR INC - WASHINGTON DC
1875 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20009PCUNRESTRICTED FUNDS$15,000414
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUE/DV3CLEVELANDOH44195PCUNRESTRICTED FUNDS$50,000
COLOMBIA LIGHTHOUSE FOR THE BLIND
1825 K STREET NW SUITE 1103WASHINGTONDC20006PCUNRESTRICTED FUNDS$1,667
CONCUSSION LEGACY FOUNDATION
361 NEWBURY STREET 5TH FLOORBOSTONMA02115PCUNRESTRICTED FUNDS$1,500
CONGREGATION B'NAI TZEDEK
10621 SOUTH GLEN ROADPOTOMACMD20854PCUNRESTRICTED FUNDS$77,500
CORNERSTONE MONTGOMERY
THE TAFT COURT CENTER 2 TAFT COURTROCKVILLEMD20850PCUNRESTRICTED FUNDS$450SUITE 200
DC COLLEGE ACCESS PROGRAM
1400 L STREET NW SUITE 400WASHINGTONDC20005PCUNRESTRICTED FUNDS$33,333
DRIVEN TO CURE INC
8601 GEORGIA AVESILVER SPRINGMD20910PCUNRESTRICTED FUNDS$1,000
ELIJAH CUMMINGS YOUTH PROGRAM IN ISRAEL
5750 PARK HEIGHTS AVENUEBALTIMOREMD21215PCUNRESTRICTED FUNDS$1,000
FAMILY EQUALITY COUNCIL
475 PARK AVENUE SOUTH SUITE 2100NEW YORKNY10016PCUNRESTRICTED FUNDS$5,000
FISHER ISLAND PHILANTHROPIC FUND
3250 SOUTHWEST THIRD AVENUEMIAMIFL33219PCUNRESTRICTED FUNDS$25,000
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL33073PCUNRESTRICTED FUNDS$3,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
PO BOX 33249WASHINGTONDC20033PCUNRESTRICTED FUNDS$10,000
FRACTURED ATLAS
228 PARK AVENUE SOUTH 56651NEW YORKNY100031502PCUNRESTRICTED FUNDS$1,000
FRIENDS OF CANCER RESEARCH
1800 M STREET NW 1050 SOUTHWASHINGTONDC20036PCUNRESTRICTED FUNDS$25,000
FRIENDS OF ISRAELI DEFENSE FORCES
POBOX 395STEVENSONMD21153PCUNRESTRICTED FUNDS$5,000
FRIENDS OF THE IDG MID-ATLANTIC REGION
PO BOX 4224NEW YORKNY10163PCUNRESTRICTED FUNDS$1,000
GOLDEN NETWORK
PO BOX 10995SILVER SPRINGMD20914PCUNRESTRICTED FUNDS$3,000
HARBOR SCHOOL
7701 BRADLEY BLVDBETHESDAMD20817PCUNRESTRICTED FUNDS$5,000
HASBARA FELLOWSHIPS
315 WEST 36TH STREET 5061NEW YORKNY10018PCUNRESTRICTED FUNDS$36,000
HEIFETZ INTERNATIONAL MUSIC INSTITUTE
107 EAST BEVERLEY STSTAUNTONVA24401PCUNRESTRICTED FUNDS$25,000
IMAGINATION STAGE
4908 AUBURN AVEBETHESDAMD20814PCUNRESTRICTED FUNDS$2,500
ISRAEL GUIDE DOG CENTER FOR THE BLIND
968 EASTON ROAD SUITE HWARRINGTONPA18976PCUNRESTRICTED FUNDS$25,000
JDRF
200 VESEY STREET 28TH FLOORNEW YORKNY10281PCUNRESTRICTED FUNDS$1,667
JEWISH COALITION AGAINST DOMESTIC ABUSE
143 ROLLINS AVEROCKVILLEMD20847PCUNRESTRICTED FUNDS$1,500
JEWISH COMMUNITY RELATIONS COUNCIL OF GW
6101 MONTROSE ROAD 205ROCKVILLEMD20852PCUNRESTRICTED FUNDS$25,000
JEWISH FEDERATION OF GREATER WASHINGON
6101 EXECUTIVE ROAD SUITE 100ROCKVILLEMD20852PCUNRESTRICTED FUNDS$216,666
JEWISH INSTITUTE OF NATIONAL SECURITY
1101 14 ST NW SUITE 1030WASHINGTONDC20005PCUNRESTRICTED FUNDS$18,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021PCUNRESTRICTED FUNDS$8,333
JEWISH SOCIAL SERVICES AGENCY
THE INA KAY BUILDING 200 WOOD HILLROCKVILLEMD20850PCUNRESTRICTED FUNDS$2,500ROAD
JLCFI INC
41216 FISHER ISLAND DRMIAMI BEACHFL331091257PCUNRESTRICTED FUNDS$1,000
KOMEN WASHINGTON DC RACE FOR THE CURE
PO BOX 955291DALLASTX75395PCUNRESTRICTED FUNDS$2,500
LEARNING YOUR FUNCTION INC
2017 REIGLER RDLAND O LAKESFL34639PCUNRESTRICTED FUNDS$1,500
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573PCUNRESTRICTED FUNDS$11,500
MADDUX SCHOOL
11614 SEVEN LOCKS ROADROCKVILLEMD20854PCUNRESTRICTED FUNDS$10,000
MARCH OF DIMES
1550 CRYSTAL DR SUITE 1300ARLINGTONVA22202PCUNRESTRICTED FUNDS$4,500
MCLEAN SCHOOL
8224 LOCHINVER LNPOTOMACMD208542744PCUNRESTRICTED FUNDS$17,000
MCPS EDUCATIONAL FOUNDATION INC
850 HUNGERFORD DRIVE ROOM 149ROCKVILLEMD20850PCUNRESTRICTED FUNDS$10,000
MEADOWBROOK FOUNDATION
8200 MEADOWBROOK LANECHEVY CHASEMD20815PCUNRESTRICTED FUNDS$5,000
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065PCUNRESTRICTED FUNDS$2,000
MICHAEL MOSIER DEFEAT DIPG FDTN
POBOX 34277BETHESDAMD20827PCUNRESTRICTED FUNDS$17,000
MONTGOMERY COUNTY HUMANE SOCIETY
601 S STONESTREET AVEROCKVILLEMD20850PCUNRESTRICTED FUNDS$1,000
MOUNT VERNON VERTUOSI INC
1 RUBY FIELD COURTBALTIMOREMD21209PCUNRESTRICTED FUNDS$5,000
MPN RESEARCH FOUNDATION
180 NORTH MICHIGAN AVENUESUITE 1870CHICAGOIL60601PCUNRESTRICTED FUNDS$5,000
NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN
333 JOHN CARLYLE STREET SUITE 125ALEXANDRIAVA223143175PCUNRESTRICTED FUNDS$51,000
NATIONAL SYMPHONY ORCHESTRA
4400 MACARTHUR BLVD NW STE 306WASHINGTONDC200072521PCUNRESTRICTED FUNDS$5,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOORNEW YORKNY10011PCUNRESTRICTED FUNDS$5,000
NORWOOD SCHOOL
8821 RIVER ROADBETHESDAMD20817PCUNRESTRICTED FUNDS$26,000
OPERATION EMBRACE
350-C FORTUNE TERRACE PBB 209POTOMACMD20854PCUNRESTRICTED FUNDS$5,000
OPERATION UNDERSTANDING
3000 CONNECTICUT AVE NW 335WASHINGTONDC20008PCUNRESTRICTED FUNDS$5,000
PLAY FOR PINK
28 WEST 44TH ST SUITE 609NEW YORKNY10036PCUNRESTRICTED FUNDS$600
PROJECT MEDISHARE
PO BOX 381208MIAMIFL33128PCUNRESTRICTED FUNDS$25,000
RABBINICAL SEMINARY
PO BOX 137WHITE LAKENY12786PCUNRESTRICTED FUNDS$6,000
RACE FOR HOPE DC
1717 RHODE ISLAND AVENUE NW SUITEWASHINGTONDC20036PCUNRESTRICTED FUNDS$6,000700
SAVE A CHILD'S HEART
PO BOX 59172POTOMACMD20859PCUNRESTRICTED FUNDS$5,000
SAVE THE CHILDREN FEDERATION
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCUNRESTRICTED FUNDS$10,000
SEEDS OF HEAVEN
500 N 3RD ST STE 113FAIRFIELDIA525562482PCUNRESTRICTED FUNDS$5,000
SENIOR DOG SANCTUARY OF MD
1708 BYFIELD CTGAMBRILLSMD210541807PCUNRESTRICTED FUNDS$5,000
SLABODKA YESHIVA
933 50TH STREETBROOKLYNNY11219PCUNRESTRICTED FUNDS$100
SOS INTERNATIONAL
1101 WOOTON PARKWAY SUITE 900ROCKVILLEMD20852PCUNRESTRICTED FUNDS$25,000
SPECIAL OLYMPICS
1133 19TH ST NWWASHINGTONDC20036PCUNRESTRICTED FUNDS$5,000
STEPPING STONES SHELTER
PO BOX 712ROCKVILLEMD208480712PCUNRESTRICTED FUNDS$2,500
STRATHMORE HALL FOUNDATOIN
5301 TUCKERMAN LANENORTH BETHESDAMD20852PCUNRESTRICTED FUNDS$2,854
SUBURBAN HOSPITAL FOUNDATION
8600 OLD GEORGETOWN ROADBETHESDAMD20814PCUNRESTRICTED FUNDS$100,000
SUNFLOWER BAKERY
8507 ZIGGY LANEGAITHERSBURGMD20877PCUNRESTRICTED FUNDS$5,000
THE HOLTON ARM SCHOOL
7303 RIVER ROADBETHESDAMD20817PCUNRESTRICTED FUNDS$10,000
TORAH INSTITUTE OF BALTIMORE
35 ROSEWOOD LNOWINGS MILLSMD211173704PCUNRESTRICTED FUNDS$5,000
TORAH SCHOOL OF GREATER WASHTINGTON
2010 LINDEN LANESILVER SPRINGMD20910PCUNRESTRICTED FUNDS$15,000
UNIVERSITY OF THE ARTS (EIN 23-1639911)
320 S BROAD STPHILADELPHIAPA191024901PCUNRESTRICTED FUNDS$500
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20090PCUNRESTRICTED FUNDS$43,333
WAMU 885
4401 CONNECTICUT AVE NWWASHINGTONDC20008PCUNRESTRICTED FUNDS$2,000
WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1111 19TH STREET NW SUITE 500WASHINGTONDC20036PCUNRESTRICTED FUNDS$10,000
WASHINGTON NATIONALS DREAM FOUNDATION
1500 S CAPITOL STREET SEWASHINGTONDC20003PCUNRESTRICTED FUNDS$35,000
WASHINGTON NATIONALS YOUTH BASEBALL ACADEMY
1500 SOUTH CAPITAL STREET SEWAHINGTONDC20003PCUNRESTRICTED FUNDS$8,334
WASHINGTON PROJECT FOR THE ARTS
2124 8TH STREET NWWASHINGTONDC20001PCUNRESTRICTED FUNDS$3,450
YOUTH ART FOR HEALING
PO BOX 30183BETHESDAMD20824PCUNRESTRICTED FUNDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,187,921TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$739,973ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$637,737ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,419ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$497,762ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,879,891ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,879,891TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$19,941,169EOYBookValueAmt
EOYFMV$25,181,459EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN PARTNERSHIPAT COST$284,019$220,203
STATE OF ISRAEL BONDSAT COST$250,000$250,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$3,055$3,055$0
BROKER FEES$108,595$108,595$0
OFFICE EXPENSES$93$93$0
OTHER FLOW THROUGH DEDUCTION$2,150$2,150$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFROM PASS-THROUGH ENTITIESDesc
Revenue And Expenses Per Books$4,419RevenueAndExpensesPerBooksAmt
Net Investment Income$4,419NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$6,100$6,100$0
TAXES AND LICENSES$20,557$0$0
TAXES PAID BY PARTNERSHIP INVESTMENTS$2,869$2,869$0