CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201923179349102487
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T16:14:58-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526047536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARL M FREEMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 2404533000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE NO 1100 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE L FREEMAN | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 2404533000 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.103.231.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 17:14:53 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BA01EF05359EEEF2BC06DAE037FEB04E1AD6E1A3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 60F5620986AF14763908AFE7AC6F4ECEC523E148 | 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 | $62,728,372 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,176,688 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $765 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,079,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,079,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $534,585 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,032,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $534,585 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,165 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,225 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,828,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,634,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,515 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $230,164 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $122,520 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $111,871 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,930 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,930 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $77,230 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $77,230 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $310,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $289,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,762 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $576 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $51,591 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,673 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,673 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,236 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,236 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $72 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $72 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,129 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $984,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $293,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $587,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,920,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,920,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,904,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $293,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,507,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,924,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,341,160 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,881,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,448,127 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,448,127 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $7,351 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $160,326 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $159,688 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $159,688 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,078,742 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,165,642 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,165,642 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,992,834 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,275,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,275,091 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,016,095 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,003,330 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,003,330 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,070,764 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,015,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,015,822 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,598,949 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $938,277 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,861,859 | LandBOYAmt |
| Land EOY | $5,660,672 | LandEOYAmt |
| Land EOYFMV | $5,660,672 | LandEOYFMVAmt |
| Total Assets BOY | $54,069,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,728,372 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,728,372 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,162 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,186 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $21,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,186 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $54,048,155 | UnrestrictedBOYAmt |
| Unrestricted EOY | $62,712,186 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,048,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,712,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,069,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,728,372 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,048,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,924,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,972,798 | SubtotalAmt |
| Other Decreases | $1,260,612 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,712,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2017-12-31 | 2018-12-31 | $15,292,501 | $15,092,789 | $199,712 | $199,712 |
| CAPITAL GAIN DISTRIBUTION | P | 2017-12-31 | 2018-12-31 | $323,515 | $323,515 | $323,515 | |
| GAIN ON DONATED STOCK | D | 2018-01-31 | 2018-02-05 | $5,416,358 | $5,405,000 | $11,358 | $11,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $534,585 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,196,332 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,905,795 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047844 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,623,989 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,451,447 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,308,681 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,288,921 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030946 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,960,033 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,131,243 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070257 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,192,314 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,041,777 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122584 | DistributionYr5Rt |
| Total Distribution | 0.309886 | TotalDistributionRt |
| Average Distribution | 0.061977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,063,367 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,536,616 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,412 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,550,028 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,507,727 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,823 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,823 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,823 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,452 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,452 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $437 | EsPenaltyAmt |
| Overpayment | $16,192 | OverpaymentAmt |
| Applied To ES Tax | $16,192 | 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 | WWW.CARLFREEMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNADETTE M DOWLING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3024366241 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31556 WINTERBERRY PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE L FREEMAN | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | CHAIRMAN/PRESIDENT | 14.00 | $113,029 | $2,711 | $0 |
| PATTI GRIMES | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | EXECUTIVE DIRECTOR | 20.00 | $81,606 | $9,116 | $0 |
| CHRISTINE A SHREVE | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | TREASURER/VICE CHAIRMAN/DIRECTOR | 4.00 | $0 | $0 | $0 |
| NICHOLAS FREEMAN | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | SECRETARY/DIRECTOR | 4.00 | $24,880 | $2,639 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHEVY CHASE BANK | |||||
| 7501 WISCONSIN AVE 1500W | BETHESDA | MD | 20814 | INVESTMENT FEES | $116,613 |
| BRONFMAN E L ROTHSCHILD | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT FEES | $103,526 |
| JP MORGAN | |||||
| 800 CONNECTICUT AVE NW 950 | WASHINGTON | DC | 20006 | INVESTMENT FEES | $61,993 |
| HOGAN LOVELLS US LLP | |||||
| COLUMBIA SQUARE 555 13TH STREET NW | WASHINGTON | DC | 20004 | LEGAL | $52,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $46,564,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,367,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,932,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,932,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $868,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,063,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,853,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,853,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,823 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,823 | TotalTaxAmt |
| Distributable Before Adj | $2,826,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,826,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,826,345 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,507,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,507,727 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,507,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,826,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,905,761 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $898,253 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $2,804,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,507,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,507,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $318,618 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $318,618 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,485,396 | 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 | $1,587,143 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $898,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $898,253 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATTI GRIMES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31556 WINTERBERRY PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3024363003 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE 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. NO GRANTS WILL BE DISTRIBUTED TO: - INDIVIDUALS - POLITICAL ASSOCIATIONS OR CANDIDATES - 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 ORIGIN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE | ||||||||
| 4808 MOORLAND LANE SUITE 802 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 | |
| ADL | ||||||||
| 1100 CONNECTICUT AVE SUITE 1020 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||||
| 57 WEST 57TH ST SUITE 904 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1315 MT HERMON ROAD | SALISBURY | MD | 21804 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| ATLANTIC GENERAL HOSPITAL | ||||||||
| 9733 HEALTHWAY DRIVE | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | HEALTH | $1,500 | |
| ATTACK ADDICTION FOUNDATION | ||||||||
| PO BOX 349 | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| BACK ON MY FEET | ||||||||
| 100 S BROAD ST SUITE 2136 | PHILADELPHIA | PA | 19110 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| BENDER JCC OF GREATER WASHINGTON | ||||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 208524857 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| BERLIN INTERMEDIATE SCHOOL | ||||||||
| 309 FRANKLIN AVENUE | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | EDUCATION | $2,175 | |
| BOONSBORO FREE LIBRARY | ||||||||
| PO BOX 174 | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 | |
| BOYS & GIRLS CLUBS OF DELAWARE | ||||||||
| 101 DELAWARE VETERANS BLVD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,500 | |
| BRANDYWINE VALLEY SPCA | ||||||||
| 22918 DUPONT BOULEVARD | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,250 | |
| CAL RIPKEN SR FOUNDATION | ||||||||
| 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| CAMP BARNES | ||||||||
| PO BOX 430 | DOVER | DE | 199030430 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| CAPE HENLOPEN FOOD BASKET | ||||||||
| PO BOX 168 | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| CAPE HENLOPEN HIGH SCHOOL | ||||||||
| 1250 KINGS HIGHWAY | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| CAREERCATCHERS INC | ||||||||
| 8720 GEORGIA AVE SUITE 205 | SILVER SPRING | MD | 21209 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| CASA FRIENDS OF SUSSEX | ||||||||
| 53 GLADE CIRCLE EAST | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| CATHOLIC COALITION FOR SPECIAL EDUCATION | ||||||||
| 10400 CONNECTICUT AVE SUITE 603 | KENSINGTON | MD | 20895 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| CENTER FOR THE INLAND BAYS | ||||||||
| 39375 INLET ROAD | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | ENVIRONMENT | $1,500 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| ATTN MEMBERSHIP DEPT 6 HERNDON | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | ENVIRONMENT | $15,000 | AVENUE |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | HEALTH | $35,000 | |
| CLOTHING OUR KIDS | ||||||||
| 26582 JOHN J WILLIAMS HWY 2 | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,000 | |
| COMFORT CASES INC | ||||||||
| PO BOX 568 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| COMMUNITY BRIDGES INC | ||||||||
| 8757 SILVER SPRING AVE 540 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| COMMUNITY FOUNDATION FOR MONT COUNTY | ||||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $21,000 | |
| CONTRACTORS FOR A CAUSE | ||||||||
| ATTN NICK KYPREOS 33258 KENT AVENUE | BETHANY BEACH | DE | 19930 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| CROSSROADS COMMUNITY FOOD NETWORK INC | ||||||||
| 6390 CARROLL AVENUE SUITE 426 | TAKOMA PARK | MD | 20912 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| DC COLLEGE ACCESS PROGRAM | ||||||||
| 1400 L STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |
| DE ALLIANCE FOR NONPROFIT ADVANCEMENT | ||||||||
| 100 W 10TH STREET SUITE 1012 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||||
| 100 W 10TH ST SUITE 209 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | HEALTH | $4,000 | |
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| 100 WEST 10TH ST SUITE 115 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| DELAWARE SPECIAL OLYMPICS INC | ||||||||
| 619 S MAIN STREET | NEWARK | DE | 19716 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DELAWARE SPORTS COMMISSION | ||||||||
| 99 KINGS HIGHWAY | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| DELAWARE STATE UNIVERSITY FOUNDATION | ||||||||
| 1200 N DUPONT HIGHWAY | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| DELAWARE TECHNICAL COMMUNITY COLLEGE | ||||||||
| 21179 COLLEGE DRIVE | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $15,350 | |
| DELMAR ELEMENTARY SCHOOL | ||||||||
| 811 SOUTH 2ND STREET | DELMAR | MD | 21875 | NONE | PUBLIC CHARITY | EDUCATION | $1,283 | |
| DELMARVA TEEN CHALLENGE HOME OF HOPE | ||||||||
| 611 THIRD NORTH ST | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 | |
| DFRC INC | ||||||||
| 640 PLAZA DR | NEWARK | DE | 19702 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DIOCESAN COUNCIL INC (THE) | ||||||||
| DBA CAMP ARROWHEAD 913 WILSON ROAD | WILMINGTON | DE | 19803 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| DWELLING PLACE INC (THE) | ||||||||
| 19632 CLUBHOUSE RD SUITE 510 | MONTGOMERY VILLAGE | MD | 20886 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| EASTER SEALS SERVING MDDCVA | ||||||||
| 1420 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 | |
| FIRST TEE OF GREATER WASHINGTON DC (THE) | ||||||||
| 2020 PENNSYLVANIA AVE NW 106 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| FOOD BANK OF DELAWARE | ||||||||
| 1040 MATTLIND WAY | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| FOUNDATION FOR DELMAR EDUCATION-THE | ||||||||
| 200 N 8TH STREET | DELMAR | MD | 19940 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| FRANKLIN E WIMP HAMBURG GOLF MEMORIAL | ||||||||
| 8 KNODE CIRCLE | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| FREDERICK DOUGLASS ELEMENTARY SCHOOL | ||||||||
| 1 SWAIN ROAD | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| GW CARVER ACADEMY | ||||||||
| 30207 FRANKFORD SCHOOL ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| GANDHI BRIGADE INC | ||||||||
| PO BOX 7381 | SILVER SPRING | MD | 20912 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| GEORGETOWN UNIVERSITY-MSB | ||||||||
| 37 AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PUBLIC CHARITY | EDUCATION | $29,000 | |
| GIRLS ON THE RUN DELAWARE INC | ||||||||
| 615 WEST 18TH STREET | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| GONZAGA COLLEGE HIGH SCHOOL | ||||||||
| 19 EYE STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| GREATER WASHINGTON COMM FOUNDATION | ||||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| GREATER WASHINGTON COMM FOUNDATION | ||||||||
| 8720 GEORGIA AVENUE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,861 | |
| HALCYON HOUSE | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $60,000 | |
| HARRY K FOUNDATION | ||||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 | |
| HEADSTRONG PROJECT | ||||||||
| 655 MADISON AVE 18TH FLOOR | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 | |
| HOLTON-ARMS SCHOOL INC | ||||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | EDUCATION | $570,000 | |
| HOME OF THE BRAVE FOUNDATION INC | ||||||||
| 6632 SHARPS ROAD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| HOMELESS CHILDRENS PLAYTIME PROJECT INC | ||||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| HOPE MARIETTA FOUNDATION | ||||||||
| 11230 SILENTOOD LANE | RESTON | VA | 20191 | NONE | PUBLIC CHARITY | HEALTH | $6,000 | |
| HOSPICE CARING INC | ||||||||
| 518 SOUTH FREDERICK AVENUE | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| HOUSE OF DIVINE GUIDANCE INC | ||||||||
| 6 AVONSHIRE COURT | SILVER SPRING | MD | 20904 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| IMAGINATION LIBRARY OF MONTGOMERY CTY MD | ||||||||
| PO BOX 346 | GLEN ECHO | MD | 20812 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| IN HONOR OF HER | ||||||||
| PO BOX 855 | OLNEY | MD | 208300855 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| INDIAN RIVER SOCCER CLUB | ||||||||
| 32221 GUN ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| JAMES BEARD FOUNDATION | ||||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||
| 6101 EXECUTIVE BLVD SUITE 100 | N BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $60,000 | |
| JOHN M CLAYTON ELEMENTARY SCHOOL | ||||||||
| 252 CLAYTON AVENUE | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| JOHNSTOWN SYMPHONY ORCHESTRA | ||||||||
| 500 GALLERIA DR STE 284 | JOHNSTOWN | PA | 15904 | NONE | PUBLIC CHARITY | ARTS | $1,000 | |
| JOSEPH JEFFREY STEIN III FOUNDATION | ||||||||
| 1 GRENOBLE PLACE | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| JOSHUA M FREEMAN FOUNDATION INC | ||||||||
| 31556 WINTERBERRY PARKWAY | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | ARTS | $125,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1400 K STREET NW SUITE 725 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | HEALTH | $20,000 | |
| KENNEDY CENTER (THE) | ||||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | PUBLIC CHARITY | ARTS | $50,000 | |
| KENT-SUSSEX INDUSTRIES INC | ||||||||
| 301 NORTH REHOBOTH BOULEVARD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| KNOCK OUT ABUSE | ||||||||
| 1600 K ST NW SUITE 600 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| LA ESPERANZA | ||||||||
| 216 NORTH RACE STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| LANDON SCHOOL | ||||||||
| 6101 WILSON LANE | BETHESDA | MD | 208173199 | NONE | PUBLIC CHARITY | EDUCATION | $30,500 | |
| LEADERSHIP MONTGOMERY | ||||||||
| 5910 EXECUTIVE BLVD ST 200 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY-VA | ||||||||
| 3601 EISENHOWER AVE SUITE 450 | ALEXANDRIA | VA | 22304 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| LEVELING THE PLAYING FIELD INC | ||||||||
| 9170 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| LEWES PRESBYTERIAN CHURCH | ||||||||
| 133 KINGS HWY | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| LIFE WITH CANCER | ||||||||
| C/O SHAPIRO LIFSCHITZ SCHRAM 1742 N | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | ST NW |
| LIONS CLUB OF OLNEY FOUNDATION | ||||||||
| 2705 GOLD MINE RD | BROOKVILLE | MD | 20833 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| LITERACY DELAWARE INC | ||||||||
| PO BOX 2083 | WILMINGTON | DE | 198992083 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| LITTLE LEAGUE BASEBALL INC | ||||||||
| 105 SPICER ST | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $20,000 | |
| LIVING CLASSROOMS FOUNDATION | ||||||||
| 515 M ST SE SUITE 222 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| LORD BALTIMORE LIONS CHARITIES INC | ||||||||
| 33764 CONNECTICUT AVENUE | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| LUPUS RESEARCH ALLIANCE | ||||||||
| 845 THIRD AVE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| LYME DISEASE ASSOCIATION OF DELMARVA | ||||||||
| PO BOX 5360 | SALISBURY | MD | 21802 | NONE | PUBLIC CHARITY | HEALTH | $2,500 | |
| MANNA FOOD CENTER | ||||||||
| 9311 GAITHER ROAD | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| MARY OF NAZARETH CATHOLIC SCHOOL | ||||||||
| 14131 SENECA ROAD | DARNESTOWN | MD | 20874 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,200 | |
| MID-ATLANTIC SYMPHONY ORCHESTRA SOCIETY | ||||||||
| PO BOX 3381 | EASTON | MD | 21601 | NONE | PUBLIC CHARITY | ARTS | $2,500 | |
| MIDDLEBURG FILM FESTIVAL | ||||||||
| PO BOX 1566 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC CHARITY | ARTS | $10,000 | |
| MONTGOMERY COLLEGE FOUNDATION | ||||||||
| 9221 CORPORATE BLVD 3RD FLOOR | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| MONTGOMERY COUNTY SHEEP & SWINE 4-H CLUB | ||||||||
| 19300 HEMPSTONE AVE | POOLESVILLE | MD | 20837 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,129 | |
| MONTGOMERY COUNTY BEEF 4-H CLUB | ||||||||
| 5925 DAMASCUS ROAD | LAYTONSVILLE | MD | 20882 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,372 | |
| MONTGOMERY HOSPICE | ||||||||
| 1355 PICCARD DRIVE SUITE 100 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| MONUMENTAL SPORTS & ENT FOUNDATION | ||||||||
| 627 NORTH GLEBE ROAD SUITE 850 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| NATIONAL ARCHIVES FOUNDATION | ||||||||
| 700 PENNSYLVANIA AVENUE NW G12 | WASHINGTON | DC | 20408 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250,000 | |
| NATIONAL BRAIN TUMOR SOCIETY INC | ||||||||
| 55 CHAPEL STREET SUITE 200 | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | ARTS | $10,000 | |
| NEW HOPE REC AND DEVELOPMENT CTR INC | ||||||||
| 12564 NORTH OLD STATE ROAD | ELLENDALE | DE | 199412820 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| NONPROFIT VILLAGE CENTER INC (THE) | ||||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| NOURISH NOW | ||||||||
| 1111 TAFT STREET | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| OCEAN CITY ELEMENTARY SCHOOL | ||||||||
| 12828 CENTER DRIVE | OCEAN CITY | MD | 21842 | NONE | PUBLIC CHARITY | EDUCATION | $267 | |
| OLNEY THEATRE | ||||||||
| 2001 OLNEY SANDY SPRING ROAD | OLNEY | MD | 20832 | NONE | PUBLIC CHARITY | ARTS | $5,000 | |
| PATHWAYS TO SUCCESS INC | ||||||||
| 231 S RACE STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| PREVENT CANCER FOUNDATION | ||||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| PRIMEROS PASOS INC | ||||||||
| 20648 SAVANNAH ROAD | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,000 | |
| PULMONARY HYPERTENSION ASSOCIATION | ||||||||
| 801 ROEDER ROAD SUITE 1000 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | HEALTH | $1,500 | |
| RACKLIFFE HOUSE TRUST INC | ||||||||
| PO BOX 561 | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| READ ALOUD DELAWARE | ||||||||
| 108 N BEDFORD STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 | |
| RED WIGGLER FOUNDATION INC | ||||||||
| PO BOX 968 | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| ROXANA FIRE COMPANY | ||||||||
| 35943 ZION CHURCH ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| RUPPERT FAMLIY FOUNDATION INC (THE) | ||||||||
| 23601 LAYTONSVILLE RD | LAYTONSVILLE | MD | 20882 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 | |
| SELBYVILLE MIDDLE SCHOOL | ||||||||
| 80 BETHANY ROAD | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| SHOWELL ELEMENTARY SCHOOL | ||||||||
| 11318 SHOWELL SCHOOL RD | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | EDUCATION | $1,473 | |
| SNOW HILL MIDDLE SCHOOL | ||||||||
| 522 COULBOURNE LANE | SNOW HILL | MD | 21863 | NONE | PUBLIC CHARITY | EDUCATION | $774 | |
| SOME | ||||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| SOUTHERN SUSSEX ROTARY CLUB | ||||||||
| PO BOX 92 | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| SPORTS PLUS GROUP INC | ||||||||
| PO BOX 83274 | GAITHERSBURG | MD | 20883 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| ST ANN'S - VIC DANCE | ||||||||
| 33284 WALTSON WALK COURT | BETHANY BEACH | DE | 19930 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $400 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| PO BOX 1999 | MEMPHIS | TN | 381011999 | NONE | PUBLIC CHARITY | HEALTH | $2,000 | |
| ST MARY'S COLLEGE OF MARYLAND FOUNDATION | ||||||||
| 18952 E FISHER RD | ST MARYS CITY | MD | 20686 | NONE | PUBLIC CHARITY | EDUCATION | $250 | |
| STEPPING STONES SHELTER | ||||||||
| PO BOX 712 | ROCKVILLE | MD | 208480712 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| STRATHMORE HALL FOUNDATION INC | ||||||||
| 5301 TUCKERMAN LANE | N BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | ARTS | $7,500 | |
| SU FOUNDATION INC | ||||||||
| 1120 CAMDEN AVENUE | SALISBURY | MD | 21801 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| SUSSEX COUNTY RETURN DAY INC | ||||||||
| PO BOX 55 | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| THEARC | ||||||||
| 1901 MISSISSIPPI AVE SUITE 101 | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | ARTS | $31,000 | |
| TRANSITIONING OUR TODDLERS TO SCHOOL | ||||||||
| 30207 FRANKFORD SCHOOL ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| TREE HOUSE CAC OF MC (THE) | ||||||||
| 7300 CALHOUN PLACE SUITE 700 | ROCKVILLE | MD | 20855 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| TRINITY FOUNDATION | ||||||||
| PO BOX 1620 | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,716 | |
| UNIV OF MD ST JOSEPH MEDICAL CTR FDTN | ||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| UNIVERSITY OF MARYLAND FOUNDATION (THE) | ||||||||
| 6500 ROCK SPRINGS DRIVE SUITE 200 | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |
| VSA DELAWARE | ||||||||
| 1200 N DUPONT HIGHWAY | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | ARTS | $2,500 | |
| WASHINGTON CNTY SPORTS HALL OF FAME INC | ||||||||
| 19628 SPRING CREEK ROAD | HAGERSTOWN | MD | 21742 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| WEST REHOBOTH CHILDREN & YOUTH PROGRAM | ||||||||
| 19801 NORWOOD STREET | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| WILDERNESS LEADERSHIP AND LEARNING INC | ||||||||
| 1758 PARK RD NW | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| WINCHESTER THURSTON SCHOOL | ||||||||
| 555 MOREWOOD AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| WOODWORKERS FOR CHILDREN CHARITY INC | ||||||||
| 21 WILD HUNT CT | LAYTONSVILLE | MD | 20882 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| WORCESTER COUNTY HUMANE SOCIETY INC | ||||||||
| PO BOX 48 | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| YELLOW RIBBON FUND INC | ||||||||
| 4905 DELRAY AVE SUITE 500 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| YMCA OF METROPOLITAN WASHINGTON | ||||||||
| 9401 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,920,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTON-ARMS SCHOOL INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7303 RIVER ROAD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $280,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $280,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $765 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,079,690 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,246 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $534,585 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 ORDINARY BUSINESS INCOME | 900099 | $2,933 | 18 | $19,225 |
| MISCELLANEOUS | 01 | $12,761 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,933 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,647,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,246 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,652,205 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF JOSHUA M FREEMAN | |||||||
| 1 | 4601 DAMASCUS ROAD | GAITHERSBURG | MD | 20882 | $9,850,453 | Yes (X) | Yes (X) |
| THE FREEMAN FOUNDATION CLAT | |||||||
| 2 | C/O EARL COLSON TRUSTEE ARENT FOX L | WASHINGTON | DC | 20036 | $1,326,235 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,416,358 | FairMarketValueAmt |
| Received | 2018-01-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,410 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,410 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $10,003,330 | EOYBookValueAmt |
| EOYFMV | $10,003,330 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $19,275,091 | EOYBookValueAmt |
| EOYFMV | $19,275,091 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,165,642 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,165,642 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $7,558,673 | $7,558,673 |
| LP/LLC INVESTMENTS | FMV | $705,715 | $705,715 |
| CONGRESSIONAL BANK STOCK | FMV | $4,080,219 | $4,080,219 |
| CSV - KEYMAN INSURANCE POLICY | FMV | $1,671,215 | $1,671,215 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $77,230 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $77,230 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $1,249,254 |
| BOOK/TAX DIFFERENCE ON DONATED STOCK GAIN | $11,358 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,600 | $0 | $1,600 |
| INSURANCE | $13,100 | $0 | $13,100 |
| TELEPHONE | $2,064 | $0 | $2,064 |
| POSTAGE AND DELIVERY | $294 | $0 | $294 |
| WEBSITE MAINTENANCE | $1,249 | $0 | $1,249 |
| LICENSES AND FEES | $28,374 | $0 | $28,374 |
| GRANT & PROGRAM RELATED EXP | $13,046 | $0 | $13,046 |
| OFFICE EXPENSES | $6,251 | $0 | $6,252 |
| BANK FEES | $150 | $0 | $150 |
| K-1 EXPENSES | $3,147 | $3,139 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TAX EXEMPT INCOME | $2,246 | $0 | $2,246 |
| K-1 ORDINARY BUSINESS INCOME | $22,158 | $19,225 | $22,158 |
| MISCELLANEOUS | $12,761 | $12,761 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $289,390 | $289,390 | $0 |
| CONSULTING | $20,762 | $0 | $20,762 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $51,820 | $0 | $0 |
| FOREIGN TAX | $576 | $576 | $0 |