GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION (EIN 52-2102799)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349103400
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T15:26:07-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522102799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GARY AND PENNIE ABRAMSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3019847000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD - NINTH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY ABRAMSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3019847000 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.154.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 15:04:37 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E24FB49A47F92D64EA90D0A6DB150410722E67FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,913,475 | 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 | $1,000,176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,000,176 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $572,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $572,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $990,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,010,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $990,173 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,046 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,046 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,613,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,613,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,026 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,026 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $263 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $263 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142,876 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,008,839 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,008,839 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,192,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,008,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $420,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,459,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $222,211 | CashBOYAmt |
| Cash EOY | $898,114 | CashEOYAmt |
| Cash EOYFMV | $898,114 | CashEOYFMVAmt |
| Acct Rcvbl | $131,959 | AcctRcvblAmt |
| Acct Rcvbl BOY | $114 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $131,959 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $131,959 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $31,977,193 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $30,801,310 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $30,801,310 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $16,263,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,087,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,559,449 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,618,545 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $583,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $522,643 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,081,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,502,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,913,475 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $44,802,762 | CapitalStockBOYAmt |
| Capital Stock EOY | $44,802,833 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,279,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,699,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,081,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,502,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,081,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,502,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,081,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $420,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71 | OtherIncreasesAmt |
| Subtotal | $51,502,439 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,502,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,120,594 | $6,803,804 | $316,790 | $316,790 | |
| LT CAPITAL GAIN DISTRIBUTION | $11,287 | $11,287 | $11,287 | P | |
| LT GAIN/LOSS FROM FLOW THROUGH INVESTMENTS | $755,148 | $755,148 | $755,148 | P | |
| LT GAIN FROM EJF CROSSOVER FUND | $57,142 | $57,142 | $57,142 | P | |
| CAPITAL GAIN FROM MADDOFF DISTRIBUTION | $38,060 | $38,060 | $38,060 | P | |
| ST GAIN/LOSS FROM FLOW THROUGH INVESTMENTS | $28,725 | $28,725 | $28,725 | P | |
| LOSS ON LIQUIDATION OF PACIFIC STRATEGIC INVESTMENTS | $209,191 | -$209,191 | -$209,191 | P | |
| LOSS ON LIQUIDATION OF NUSTAR ENERGY INVESTMENTS | $7,788 | -$7,788 | -$7,788 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $990,173 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,754,237 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $54,850,601 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031982 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,547,587 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,033,581 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031562 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,387,570 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,818,997 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,876,830 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $47,062,294 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039880 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $575,190 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,710,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015253 | DistributionYr5Rt |
| Total Distribution | 0.169673 | TotalDistributionRt |
| Average Distribution | 0.033935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,658,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,854,844 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,592 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,879,436 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,008,839 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $24,592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,146 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,146 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,554 | OverpaymentAmt |
| Applied To ES Tax | $30,554 | 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 | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN RESUTEK | IndividualWithBooksNm |
| Phone | 3019847000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 TOWER OAKS BLVD 9TH FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY M ABRAMSON | ||||||||
| 2000 TOWEROAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | TRUSTEE-PART | 2.00 | $0 | $0 | $0 |
| PENNIE M ABRAMSON | ||||||||
| 2000 TOWEROAKS BLVD 9TH FLOOR | ROCKVILLE | MD | 20852 | TRUSTEE-PART | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,827,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $691,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,971,866 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,491,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,491,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $832,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,658,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,732,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,732,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,592 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $168 | IncomeTaxAmt |
| Total Tax | $24,760 | TotalTaxAmt |
| Distributable Before Adj | $2,708,176 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,708,176 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,708,176 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,008,839 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,008,839 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,592 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,984,247 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,708,176 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $694,303 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $570,995 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $414,646 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,679,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,008,839 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,008,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $699,337 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $699,337 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $980,607 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $980,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $565,961 | ExcessFromYear3Amt |
| Excess From Year2 | $414,646 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY M ABRAMSON | ContributingManagerNm |
| Contributing Manager | PENNIE M ABRAMSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AISH DC | |||||||
| 11418 OLD GEORGETOWN ROAD | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $30,000 | |
| ALEF BET MONTESORRI SCHOOL | |||||||
| 7300 WHITTIER BLVD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $20,000 | |
| ALS ASSOCIATION DCMDVA CHAPTER | |||||||
| 30 W GUDE DRIVE SUITE 150 | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $8,367 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 8180 GREENSBORO DRIVE 400 | MCLEAN | VA | 22102 | PC | UNRESTRICTED FUNDS | $1,500 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | PC | UNRESTRICTED FUNDS | $10,150 | |
| AM COMMITTEE FOR THE WEIZMANN INST OF SCIENCE | |||||||
| 633 3RD AVENUE 20TH FL | NEW YORK | NY | 10017 | PC | UNRESTRICTED FUNDS | $277,500 | |
| AMERICAN FRIENDS OF GALILEE MEDICAL CENTER | |||||||
| PO BOX 789856 | PHILADELPHIA | PA | 19178 | PC | UNRESTRICTED FUNDS | $25,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 215 H STEERT NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $75,000 | |
| AMERICAN UNIVERSITY | |||||||
| PO BOX 96609 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED FUNDS | $100,000 | |
| AMERICAN UNIVERSITY (KERWIN FAMILY FUND) | |||||||
| PO BOX 96609 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED FUNDS | $100,000 | |
| AMERICAN UNIVERSITY HILLEL | |||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $25,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | UNRESTRICTED FUNDS | $10,000 | |
| ART WORKS NOW | |||||||
| 3711 RHODE ISLAND AVE | MT RAINER | MD | 20712 | PC | UNRESTRICTED FUNDS | $833 | |
| BALTIMORE CHILD ABUSE CENTER | |||||||
| 2300 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PC | UNRESTRICTED FUNDS | $25,000 | |
| BENDER JCC OF GREATER WASHINGON | |||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $1,667 | |
| BEST BUDDIES INTERNATIONAL | |||||||
| 100 SE 2ND STREET SUITE 200 | MIAMI | FL | 33131 | PC | UNRESTRICTED FUNDS | $15,000 | |
| BREM FOUNDATION TO DEFEAT BREAST CANCER | |||||||
| PO BOX 1891 | PRINCE FREDERICK | MD | 20678 | PC | UNRESTRICTED FUNDS | $10,000 | |
| BUONICONTI FOUNDATION TO CURE PARALYSIS | |||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | PC | UNRESTRICTED FUNDS | $15,000 | |
| CASEY CARES FOUNDATION | |||||||
| 3918 VERO ROAD SUITE C | BALTIMORE | MD | 21227 | PC | UNRESTRICTED FUNDS | $1,500 | |
| CENTER FOR ISRAEL STUDIES | |||||||
| 4400 MASS AVENUE NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $20,000 | |
| CHABAD LUBAVITCH OF MD | |||||||
| 11621 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $15,000 | |
| CHARLES E SMITH LIFE COMMUNITIES | |||||||
| 6121 MONTROSE ROAD | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $2,500 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | UNRESTRICTED FUNDS | $4,167 | |
| CHILDREN'S CHARITIES FOUNDATION | |||||||
| 3000 K STREET NW SUITE 600 | WASHINGTON | DC | 20007 | PC | UNRESTRICTED FUNDS | $3,333 | |
| CITY YEAR INC - WASHINGTON DC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | UNRESTRICTED FUNDS | $15,000 | |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 3050 SCIENCE PARK DRIVE AC322 | BEACHWOOD | OH | 44122 | PC | UNRESTRICTED FUNDS | $50,000 | |
| COLOMBIA LIGHTHOUSE FOR THE BLIND | |||||||
| 1825 K STREET NW SUITE 1103 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED FUNDS | $1,667 | |
| CONCUSSION LEGACY FOUNDATION | |||||||
| 230 2ND AVENUE SUITE 200 | WALTHAM | MA | 02451 | PC | UNRESTRICTED FUNDS | $1,500 | |
| CONGREGATION B'NAI TZEDEK | |||||||
| 10621 SOUTH GLEN ROAD | ROCKVILLE | MD | 20854 | PC | UNRESTRICTED FUNDS | $55,000 | |
| COVENANT HOUSE | |||||||
| 461 EIGHT AVENUE | NEW YORK | NY | 10001 | PC | UNRESTRICTED FUNDS | $1,000 | |
| DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM | |||||||
| 1400 L STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $128,166 | |
| DC CONSTRUCTION TRADES FOUNDATION | |||||||
| 4001 BRANDYWINE ST NW 4TH FLOOR | WASHINGTON | DC | 20016 | PC | UNRESTRICTED FUNDS | $5,000 | |
| DIRECT IMPACT FUND | |||||||
| 855 JEFFERSON AVE PO BOX 1329 | REDWOOD CITY | CA | 94063 | PC | UNRESTRICTED FUNDS | $100 | |
| EXODUS INSTITUTE | |||||||
| 101 EISENHOWER PKY | ROSELAND | NJ | 07068 | PC | UNRESTRICTED FUNDS | $25,000 | |
| FAMILY EQUALITY COUNCIL | |||||||
| 475 PARK AVENUE SOUTH SUITE 2100 | NEW YORK | NY | 10016 | PC | UNRESTRICTED FUNDS | $10,000 | |
| FISHER ISLAND PHILANTHROPIC FUND | |||||||
| 7957 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | PC | UNRESTRICTED FUNDS | $25,000 | |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | UNRESTRICTED FUNDS | $3,000 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | |||||||
| 1800 M ST NW SUITE 800 S | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $10,000 | |
| FRIENDS OF CANCER RESEARCH | |||||||
| 1800 M ST NW 1050 SOUTH | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $25,000 | |
| FRIENDS OF ISRAELI DEFENSE FORCES | |||||||
| POBOX 395 | STEVENSON | MD | 21153 | PC | UNRESTRICTED FUNDS | $8,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 I STREET NW | WASHINGTON | DC | 20052 | PC | UNRESTRICTED FUNDS | $50,000 | |
| GOLDEN NETWORK | |||||||
| PO BOX 10995 | SILVER SPRING | MD | 20914 | PC | UNRESTRICTED FUNDS | $3,000 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $2,500 | |
| GREATER WASHINGTON COMMUNITY KOLLEL | |||||||
| 10900 LOCKWOOD DR | SILVER SPRING | MD | 20901 | PC | UNRESTRICTED FUNDS | $1,000 | |
| HARBOR SCHOOL | |||||||
| 7701 BRADLEY BLVD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $10,000 | |
| HARBOR SCHOOL PARENTS ASSOCIATION | |||||||
| 7701 BRADLEY BLVD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $2,000 | |
| HASBARA FELLOWSHIPS | |||||||
| 313 W 83RD STREET | NEW YORK | NY | 10024 | PC | UNRESTRICTED FUNDS | $36,000 | |
| HEIFETZ INTERNATIONAL MUSIC INSTITUTE | |||||||
| 107 EAST BEVERLEY ST | STAUNTON | VA | 24401 | PC | UNRESTRICTED FUNDS | $40,000 | |
| HISPANIC SCHOLARSHIP FUND | |||||||
| 1411 W 190TH STREET | GARDENA | CA | 90248 | PC | UNRESTRICTED FUNDS | $2,500 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | PC | UNRESTRICTED FUNDS | $20,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GW | |||||||
| 6101 MONTROSE ROAD 205 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $20,000 | |
| JEWISH COUNCIL FOR THE AGING | |||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $2,050 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE ROAD SUITE 100 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $116,667 | |
| JEWISH INSTITUTE OF NATIONAL SECURITY | |||||||
| 1101 14 ST NW SUITE 1030 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $18,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42ND EAST 19TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED FUNDS | $8,333 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1400 K STREET NW725 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $1,667 | |
| KENNEDY CENTER | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | PC | UNRESTRICTED FUNDS | $10,000 | |
| KOMEN WASHINGTON DC RACE FOR THE CURE | |||||||
| PO BOX 955291 | DALLAS | TX | 75395 | PC | UNRESTRICTED FUNDS | $2,500 | |
| MADDUX SCHOOL | |||||||
| 11614 SEVEN LOCKS ROAD | ROCKVILLE | MD | 20854 | PC | UNRESTRICTED FUNDS | $19,410 | |
| MAIN STREET CONNECT | |||||||
| 6200 POINDEXTER LANE | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $300 | |
| MCPS EDUCATIONAL FOUNDATION | |||||||
| 850 HUNGERFORD DRIVE ROOM 149 | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $10,500 | |
| MEADOWBROOK FOUNDATION | |||||||
| 8200 MEADOWBROOK LANE | CHEVY CHASE | MD | 20815 | PC | UNRESTRICTED FUNDS | $500 | |
| MEDSTAR NATIONAL REHABILIATION NETWORK | |||||||
| 102 IRVING STREET NW | WASHINGTON | DC | 20010 | PC | UNRESTRICTED FUNDS | $50,000 | |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | UNRESTRICTED FUNDS | $2,000 | |
| MERLIN'S KIDS | |||||||
| PO BOX 21 | MIDLAND PARK | NJ | 07432 | PC | UNRESTRICTED FUNDS | $5,000 | |
| MESIVTA NE'IMUS HATORAH | |||||||
| 6104 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | UNRESTRICTED FUNDS | $15,000 | |
| MIAMI MUSIC PROJECT | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | PC | UNRESTRICTED FUNDS | $1,000 | |
| MICHAEL MOSIER DEFEAT DIPG FDTN | |||||||
| POBOX 34277 | BETHESDA | MD | 20827 | PC | UNRESTRICTED FUNDS | $28,650 | |
| MPN RESEARCH FOUNDATION | |||||||
| 180 NORTH MICHIGAN AVENUESUITE 1870 | CHICAGO | IL | 60601 | PC | UNRESTRICTED FUNDS | $5,000 | |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | |||||||
| 333 JOHN CARLYLE STREET SUITE 125 | ALEXANDRIA | VA | 22314 | PC | UNRESTRICTED FUNDS | $21,212 | |
| NATIONAL INSTITUTE FOR COCKAYNE SYNDROME INC | |||||||
| 6202 SWORDS WAY | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $5,000 | |
| NORWOOD SCHOOL | |||||||
| 8821 RIVER ROAD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $14,500 | |
| NOURISH NOW | |||||||
| 1111 TAFT STREET | ROCKVILLE | MD | 20850 | PC | UNRESTRICTED FUNDS | $1,000 | |
| OPERATION EMBRACE | |||||||
| 350-C FORTUNE TERRACE PBB 209 | POTOMAC | MD | 20854 | PC | UNRESTRICTED FUNDS | $10,000 | |
| PLAY FOR PINK | |||||||
| 28 WEST 44TH ST SUITE 609 | NEW YORK | NY | 10036 | PC | UNRESTRICTED FUNDS | $600 | |
| PROJECT MEDISHARE | |||||||
| 8260 NE 2ND AVENUE | MIAMI | FL | 33138 | PC | UNRESTRICTED FUNDS | $25,000 | |
| RACE FOR HOPE DC | |||||||
| 1717 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $6,000 | 700 |
| RABBINICAL SEMINARY | |||||||
| 7601 147TH ST | FLUSHING | NY | 11367 | PC | UNRESTRICTED FUNDS | $12,000 | |
| SAVE A CHILD'S HEART | |||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | PC | UNRESTRICTED FUNDS | $10,000 | |
| SAVE THE CHILDREN FEDERATION | |||||||
| 501 KINGS HWY E 400 | FAIRFIELD | CT | 06825 | PC | UNRESTRICTED FUNDS | $10,000 | |
| SLABODKA YESHIVA | |||||||
| 933 50TH STREET | BROOKLYN | NY | 11219 | PC | UNRESTRICTED FUNDS | $100 | |
| SHATTERPROOF | |||||||
| 101 MERRIT 7 1ST FLOOR | NORWALK | CT | 06851 | PC | UNRESTRICTED FUNDS | $500 | |
| SOS INTERNATIONAL | |||||||
| 101 WOOTON PARKWAY SUITE 530 | ROCKVILLE | MD | 20852 | PC | UNRESTRICTED FUNDS | $25,000 | |
| STRATHMORE HALL FOUNDATOIN | |||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PC | UNRESTRICTED FUNDS | $2,893 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | PC | UNRESTRICTED FUNDS | $5,000 | |
| SUBURBAN HOSPITAL FOUNDATION | |||||||
| 8600 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | PC | UNRESTRICTED FUNDS | $105,000 | |
| SUNFLOWER BAKERY | |||||||
| 8507 ZIGGY LANE | GAITHERSBURG | MD | 20877 | PC | UNRESTRICTED FUNDS | $1,000 | |
| THE HOLTON ARM SCHOOL | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | PC | UNRESTRICTED FUNDS | $10,000 | |
| TORAH SCHOOL OF GREATER WASHTINGTON | |||||||
| 2010 LINDEN LANE | SILVER SPRING | MD | 20910 | PC | UNRESTRICTED FUNDS | $15,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | UNRESTRICTED FUNDS | $30,333 | |
| US SUPPORTERS OF THE LONE SOLDIER CENTER | |||||||
| 1500 BROADWAY SUITE 903 | NEW YORK | NY | 10036 | PC | UNRESTRICTED FUNDS | $5,000 | |
| WASHINGTON NATIONALS DREAM FOUNDATION | |||||||
| 1500 S CAPITOL STREET SE | WASHINGTON | DC | 20003 | PC | UNRESTRICTED FUNDS | $28,500 | |
| WASHINGTON NATIONALS YOUTH BASEBALL ACADEMY | |||||||
| 1500 SOUTH CAPITAL STREET SE | WASHINGTON | DC | 20003 | PC | UNRESTRICTED FUNDS | $18,334 | |
| WASHINGTON PROJECT FOR THE ARTS | |||||||
| 2124 8TH STREET NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED FUNDS | $2,340 | |
| WOMEN'S JUSTICE NOW | |||||||
| 1100 H ST NW STE 300 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED FUNDS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,008,839 | 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 | $1,000,176 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $572,762 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $990,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,613,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,613,157 | 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 EXPENSES | CategoryTxt |
| Amt | $263 | Amt |
| Net Investment Income | $263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $19,087,451 | EOYBookValueAmt |
| EOYFMV | $20,559,449 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIP | AT COST | $331,105 | $270,143 |
| STATE OF ISRAEL BONDS | AT COST | $252,500 | $252,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,026 | LegalFeesAmt |
| Net Investment Income | $1,026 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $11,587 | $11,587 | $0 |
| BROKER FEES | $85,091 | $85,091 | $0 |
| NON DEDUCTIBLE EXPENSES | $22 | $0 | $0 |
| OTHER FLOW THROUGH DEDUCTION | $46,198 | $46,198 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS-THROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $50,046 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE TO FUND BALANCE | Desc |
| Amt | $71 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,749 | $9,749 | $0 |
| TAXES AND LICENSES | $30,000 | $0 | $0 |