WILLIAM S ABELL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM S ABELL FOUNDATION INC (EIN 52-1435573)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349102415
- Schema version
- 2024v5.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T13:48:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521435573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM S ABELL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2408351831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WISCONSIN CIRCLE 700 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208157033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET MILLER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2402351831 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2025-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,718,218 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $10,096 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,096 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $366,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $512,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,116,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,840,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,151,355 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $74,111 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $72,612 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,566,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,747,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $215,209 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,521 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $193,688 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $153,890 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $153,930 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $60,964 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,096 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,868 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,687 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,243 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,244 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $278,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $383,516 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,921 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $1,239 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,651 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $40,699 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $48,167 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,096 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,096 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,443 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,849 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,519 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $851,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $455,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $529,433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,707,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,762,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,558,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $455,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,291,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,991,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,291,591 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $374,340 | CashBOYAmt |
| Cash EOY | $155,197 | CashEOYAmt |
| Cash EOYFMV | $155,197 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,336,109 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,161 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $916,011 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,057,492 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,057,492 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,693,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,097,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,097,162 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $121,143 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $121,143 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,651 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $57,802,433 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,762,675 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $60,762,675 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $510,531 | OtherAssetsBOYAmt |
| Other Assets EOY | $510,531 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $510,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $73,635,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,718,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,718,218 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $80,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $84,306 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $80,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,306 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $73,555,586 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $77,633,912 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,555,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,633,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,635,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,718,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,555,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,991,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,070,020 | OtherIncreasesAmt |
| Subtotal | $77,633,912 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,633,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US BANK INVESTMENTS | P | $14,805,137 | $13,689,263 | $1,115,874 | $1,115,874 |
| PARTNERSHIP INVESTMENT K-1 ST | P | $16,083 | $16,083 | $16,083 | |
| PARTNERSHIP INVESTMENT K-1 ST | P | $19,141 | $19,141 | $19,141 | |
| CAPITAL GAINS DIVIDENDS | P | $257 | $257 | $257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,151,355 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,359 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,359 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,406 | OverpaymentAmt |
| Applied To ES Tax | $35,406 | 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 | CA | OrgReportOrRegisterStateCd |
| 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 | WILLIAMSABELLFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2408351831 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WISCONSIN CIRCLE 700 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208157033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| ARYN CASTLE | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTINA CASTLE | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CINDY WORK ABELL | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLEO SCHNEIDER | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELEANOR NURMI | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | VICE PRESIDENT | 8.00 | $0 | $0 | $0 |
| ELIZABETH SITES | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG ABELL | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMISON SITES | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANET R MILLER | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | EXECUTIVE DIRECTOR | 40.00 | $215,209 | $0 | $0 |
| JENNIFER SHOOP | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA GANJAMIE | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELLEY ABELL | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | CHAIR | 1.00 | $0 | $0 | $0 |
| KEVIN O'C ABELL | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| LANDON SHOOP | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAY KATHRYN NOLAN | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MIKE NOLAN | ||||||||
| 2 WISCONSIN CIRCLE SUITE 700 | CHEVY CHASE | MD | 208157033 | TREASURER | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTERNATIONAL PHILANTHROPY LLC | |||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | CONSULTING | $78,091 |
| FLEX PROFESSIONALS | |||||
| 10300 EATON PLACE SUITE 440 | FAIRFAX | VA | 22030 | STAFFING SERVICES | $75,698 |
| MARCUM LLP | |||||
| 1899 L STREET SUITE 850 | WASHINGTON | DC | 20036 | ACCOUNTING SERVICES | $64,059 |
| 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 | $76,989,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $383,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,372,889 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,372,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,160,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,212,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,810,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,810,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,953 | TotalTaxAmt |
| Distributable Before Adj | $3,792,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,792,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,792,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,291,933 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,651 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,294,584 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,792,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $253,799 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $428,172 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $125,817 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $807,788 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,294,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,294,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $498,078 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $498,078 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $309,710 | 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 | $309,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $183,893 | ExcessFromYear2Amt |
| Excess From Year1 | $125,817 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANET MILLER EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WISCONSIN CIRCLE SUITE 700 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208157033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2408351831 | RecipientPhoneNum |
| Form And Info And Materials | THE BOARD APPROVES GRANTS ON A CASE BY CASE BASIS AFTER REVIEWING INFORMATION SUBMITTED BY APPLICANTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION HAS ADOPTED A TWO CYCLE PER YEAR FUNDING PROGRAM. | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | |||||||
| 9159 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | HOMELESS GRANT & HOMELESSNESS GRANT | $75,000 | |
| AMERICAN MUSLIM SENIOR SOCIETY | |||||||
| 15124 MIDDLEGATE ROAD | SILVER SPRING | MD | 20905 | PUBLIC CHARITY | HUNGRY GRANT | $35,000 | |
| ARCADIA CENTER | |||||||
| 9000 RICHMOND HIGHWAY | ALEXANDRIA | VA | 22309 | PUBLIC CHARITY | HUNGRY GRANT | $30,300 | |
| ART ENABLES | |||||||
| 2204 RHODE ISLAND AVE NE | WASHINGTON | DC | 20018 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $26,000 | |
| ARTSTREAM INC | |||||||
| 402 KING FARM BOULEVARD | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $31,000 | |
| ASIAN PACIFIC AMERICAN LEGAL RESOURCE | |||||||
| 1627 K STREET SUITE 610 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | ABUSED WOMEN & CHILDREN GRANT | $26,000 | |
| BARKER FOUNDATION INC | |||||||
| 7979 OLD GEORGETOWN ROAD SUITE 100 | BETHESDA | MD | 20814 | PUBLIC CHARITY | NEEDY PREGNANT WOMEN GRANT | $25,000 | |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 101 NORTH HAVEN STREET SUITE 205 | BALTIMORE | MD | 21224 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $25,000 | |
| BISHOP JOHN T WALKER SCHOOL FOR BOYS | |||||||
| 1801 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| BRIGHT BEGINNINGS INC | |||||||
| 3418 4TH STREET SE | WASHINGTON | DC | 20032 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PUBLIC CHARITY | HOMELESSNESS GRANT | $5,000 | |
| BUILDING BRIDGES ACROSS THE RIVER | |||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | PUBLIC CHARITY | HUNGRY GRANT | $125,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON INC | |||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | HUNGRY GRANT & HOMELESS GRANT | $75,000 | |
| CATHOLIC COALITION FOR SPECIAL EDUCATION | |||||||
| 3750 UNIVERSITY BOULEVARD WEST | KENSINGTON | MD | 20895 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $25,000 | SUITE 203 |
| CHANGING PERCEPTIONS | |||||||
| 200 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20001 | PUBLIC CHARITY | HOMELESSNESS GRANT | $50,000 | 700 |
| CHRIST CHILD SOCIETY | |||||||
| 5101 WISCONSIN AVE NW 102 | WASHINGTON | DC | 20016 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT & HOMELESS GRANT & ABUSED WOMEN AND CHILDREN GRANT & NEEDY PREGNANT WOMEN GRANT | $40,000 | |
| CHRIST HOUSE | |||||||
| 1717 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| CITY DANCE ENSEMBLE INC | |||||||
| 4000 ALBERMARIE STREET NW SUITE 304 | WASHINGTON | DC | 20016 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| COMMUNITY ADVOCATES FOR FAMILY & YOUTH | |||||||
| 1300 CARAWAY COURT SUITE 205 | LARGO | MD | 20774 | PUBLIC CHARITY | ABUSED WOMEN & CHILDREN GRANT | $25,000 | |
| COMMUNITY FAMILY LIFE SERVICES INC | |||||||
| 305 E STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| COURT APPOINTED SPECIAL ADVOCATE | |||||||
| 6811 KENILWORTH AVE SUITE 402 | RIVERDALE | MD | 20737 | PUBLIC CHARITY | ABUSED WOMEN & CHILDREN GRANT | $25,000 | |
| CROSSROADS COMMUNITY FOOD NETWORK INC | |||||||
| 6930 CARROLL AVENUE SUITE 426 | TAKOMA PARK | MD | 20912 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| DC AFFORDABLE LAW FIRM | |||||||
| 1717 K STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | ABUSED WOMEN & CHILDREN GRANT | $25,000 | |
| DC CENTRAL KITCHEN INC | |||||||
| 2121 1ST STREET SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| END HUNGER IN CALVERT COUNTY INC | |||||||
| PO BOX 758 | HUNTINGTOWN | MD | 20639 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| EVERYMIND INC | |||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| FARMING 4 HUNGER INC | |||||||
| 2015 OLIVER DR | PRINCE FREDERICK | MD | 20678 | PUBLIC CHARITY | HUNGRY GRANT | $50,000 | |
| FOOD & FRIENDS | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| FRIENDS OF COMPASS INC | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| GEORGETOWN MINISTRY CENTER | |||||||
| 1041 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| GERMANTOWN CULTURAL ARTS CENTER INC | |||||||
| 12901 TOWN COMMONS DRIVE | GERMANTOWN | MD | 20874 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| GREATER DC DIAPER BANK | |||||||
| 1532 A STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | NEEDY PREGNANT WOMEN GRANT | $25,000 | |
| HEALTHY BABIES PROJECT INC | |||||||
| 4501 GRANT ST NE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | NEEDY PREGNANT WOMEN GRANT | $25,000 | |
| HELP DEVELOPMENT CORP | |||||||
| 115 E 13TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | HOMELESSNESS GRANT | $60,000 | |
| HOPE AND A HOME | |||||||
| 1236 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| HOUSE OF RUTH | |||||||
| 5 THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| INTERNATIONAL OCD FOUNDATION INC | |||||||
| 55 COURT STREET | BOSTON | MA | 02108 | PUBLIC CHARITY | HOMELESSNESS GRANT | $5,000 | |
| JUBILEE ASSOCIATION OF MARYLAND | |||||||
| 10408 MONTGOMERY AVE | KENSINGTON | MD | 20895 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $225,000 | |
| JUBILEE JOBS INC | |||||||
| 2712 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| KEEN GREATER DC LLC | |||||||
| 2004 DUNDEE ROAD | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $25,000 | |
| L'ARCHE INC | |||||||
| 1840 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $40,800 | |
| LIFESTYLES OF MARYLAND FOUNDATION INC | |||||||
| 6445 TIP HILL DRIVE | LA PLATA | MD | 20646 | PUBLIC CHARITY | HOMELESS GRANT | $28,100 | |
| MAKOM | |||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $25,000 | |
| MAMATOTO VILLAGE INC | |||||||
| 311 47TH STREET NE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | NEEDY PREGNANT WOMEN GRANT | $100,000 | |
| MARY HOUSE INC | |||||||
| 4303 13TH STREET NE | WASHINGTON | DC | 20017 | PUBLIC CHARITY | HOMELESS GRANT | $35,000 | |
| MARYLAND COMMUNITY CONNECTION | |||||||
| 4401 NICOLE DRIVE | LANHAM | MD | 20706 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $25,000 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS | BALTIMORE | MD | 21227 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| MARYLAND YOUTH BALLET | |||||||
| 926 ELLSWORTH DRIVE | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| MONTGOMERY COUNTY COALITION FOR HOMELESS | |||||||
| 405 EAST GUDE DRIVE | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| MY SISTER'S PLACE INC | |||||||
| 1828 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | ABUSED WOMEN & CHILDREN GRANT | $25,000 | |
| N STREET VILLAGE INC | |||||||
| 1333 N STREET NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| NATIONAL IMMIGRANT WOMEN'S ADVOCACY PROJECT | |||||||
| 5610 MCKINLEY STREET | BETHESDA | MD | 20817 | PUBLIC CHARITY | ABUSED WOMEN & CHILDREN GRANT | $25,000 | |
| NOURISH NOW INC | |||||||
| 397 EAST GUDE DRIVE | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| OLNEY THEATRE CORPORATION | |||||||
| 2001 OLNEY SANDY SPRING ROAD | OLNEY | MD | 20832 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| OPEN CITY ADVOCATES | |||||||
| 4202 BENNING ROAD NE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | HOMELESS GRANT | $26,000 | |
| PATHWAY HOMES INC | |||||||
| 10201 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | PUBLIC CHARITY | HOMELESS GRANT & HOMELESSNESS GRANT | $150,000 | |
| PATHWAYS TO HOUSING DC | |||||||
| 1151 BLADENSBURG ROAD NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | HOMELESS GRANT | $25,000 | |
| POTOMAC COMMUNITY RESOURCES INC | |||||||
| 9200 KENTSDALE DRIVE | POTOMAC | MD | 20854 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $75,000 | |
| PREGNANCY AID CENTERS INC | |||||||
| 4700 ERIE STREET | COLLEGE PARK | MD | 20740 | PUBLIC CHARITY | NEEDY PREGNANT WOMEN GRANT | $25,000 | |
| RED LINE PARKWAY INITIATIVE | |||||||
| 4016 MAPLEWOOD AVENUE | AUSTIN | TX | 78722 | PUBLIC CHARITY | HOMELESSNESS GRANT | $5,000 | |
| ROSEMOUNT CENTER | |||||||
| 2000 ROSEMOUNT AVENUE NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | NEEDY PREGNANT WOMEN GRANT | $30,300 | |
| ROUND HOUSE THEATRE INC | |||||||
| 4545 EAST-WEST HIGHWAY | BETHESDA | MD | 20814 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| SAN MIGUEL SCHOOL INC | |||||||
| 7705 GEORGIA AVE NW | WASHINGTON | DC | 20012 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| SEEC CORPORATION | |||||||
| 8905 FAIRVIEW ROAD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | INTELLECTUAL DISABILITIES GRANT | $25,000 | |
| SIGNATURE THEATRE INC | |||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA ROAD | WASHINGTON | DC | 20009 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| SMILE ECUMENICAL MINISTRIES INC | |||||||
| 10290 H G TRUEMAN ROAD | LUSBY | MD | 20657 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| SOCIAL GOOD FUND | |||||||
| 1640 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | HOMELESS GRANT | $75,000 | |
| ST ANNS CENTER CHILDREN YOUTH FAMILIES | |||||||
| 4901 EASTERN AVENUE | HYATTSVILLE | MD | 20782 | PUBLIC CHARITY | NEEDY PREGNANT WOMEN GRANT | $25,000 | |
| ST JOHN VIANNEY INTER-FAITH FOOD PANTRY | |||||||
| 105 VIANNEY LANE | PRINCE FREDERICK | MD | 20678 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| STEPPING STONES SHELTER INC | |||||||
| 1070 COPPERSTONE COURT | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | HOMELESS GRANT | $26,500 | |
| STONE RIDGE SCHOOL OF THE SACRED HEART | |||||||
| 9101 ROCKVILLE PIKE | BETHESDA | MD | 20814 | PUBLIC CHARITY | HOMELESSNESS GRANT | $5,000 | |
| STUDIO THEATRE INC | |||||||
| 1501 14TH STREET NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| THE FAMILY PLACE INCORPORATED | |||||||
| 3309 16TH STREET NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | ABUSED WOMEN & CHILDREN GRANT | $25,000 | |
| THE GABRIEL PROJECT INC | |||||||
| 2137 DEFENSE HIGHWAY | CROFTON | MD | 21114 | PUBLIC CHARITY | NEEDY PREGNANT WOMEN GRANT | $2,500 | |
| THE LAMB CENTER | |||||||
| 3160 CAMPBELL DRIVE | FAIRFAX | VA | 22031 | PUBLIC CHARITY | HOMELESSNESS GRANT | $5,000 | |
| WASHINGTON DRAMA SOCIETY INC | |||||||
| 1101 6TH STREET SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | MARGARET ABELL POWELL FUND GRANT | $25,000 | |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM STREET NE | WASHINGTON | DC | 20017 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| WE ARE FAMILY SENIOR OUTREACH NETWORK INC | |||||||
| 1380 MONROE STREET NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | HUNGRY GRANT | $25,000 | |
| WOMEN'S CENTER | |||||||
| 133 PARK STREET NE | VIENNA | VA | 22180 | PUBLIC CHARITY | ABUSED WOMEN & CHILDREN GRANT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,762,500 | 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 | $10,096 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $366,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,116,131 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $41,911 |
| SUBLEASE INCOME | 16 | $32,200 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,566,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,566,980 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $67,687 | Amt |
| Net Investment Income | $31,243 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,244 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK DOMESTIC AND FOREIGN STOCKS #6494 | $5,093,058 | $5,093,058 |
| US BANK DOMESTIC AND FOREIGN STOCKS #6495 | $3,846,795 | $3,846,795 |
| US BANK FOREIGN STOCKS #6493 | $6,157,309 | $6,157,309 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,057,492 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,057,492 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (37 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFIT STREET PARTNERS IV OFFSHORE LP | FMV | $392,790 | $392,790 |
| BENEFIT STREET PARTNERS IV OFFSHORE LP #6492 | FMV | $397,190 | $397,190 |
| CARLYLE REALTY PARTNERS VIII LP | FMV | $217,717 | $217,717 |
| CARLYLE REALTY PARTNERS VIII LP #6492 | FMV | $217,932 | $217,932 |
| CLAYTON DUBILIER RICE FD IX OFFSHORE | FMV | $313,789 | $313,789 |
| CLAYTON DUBILIER RICE FD IX OFFSHORE #6492 | FMV | $318,703 | $318,703 |
| GSO PRIVATE INVESTORS OFFSHORE II LP | FMV | $68,205 | $68,205 |
| GSO PRIVATE INVESTORS OFFSHORE II LP #6492 | FMV | $68,205 | $68,205 |
| L CAPITAL ASIA II OFFSHORE LP #6492 | FMV | $126,325 | $126,325 |
| L CAPITAL ASIA OFFSHORE LP | FMV | $109,279 | $109,279 |
| MERCER GLOBAL OPPORTUNITIES LTD #6490 | FMV | $1,210,931 | $1,210,931 |
| MERCER HEDGE FUND INVESTORS SP-1 #6490 | FMV | $7,966,186 | $7,966,186 |
| MERCER PRIVATE INV PART VI LP K-1 #6490 | FMV | $4,098,339 | $4,098,339 |
| MERCER PRIVATE INV PART VII LP K-1 #6490 | FMV | $2,556,822 | $2,556,822 |
| MEZZANINE PRIVATE INV III OFFSHORE | FMV | $418,366 | $418,366 |
| MEZZANINE PRIVATE INV III OFFSHORE #6492 | FMV | $420,525 | $420,525 |
| PEG DIGITAL GROWTH FUND OFFSHORE SPECIAL II LP | FMV | $24,915 | $24,915 |
| PEG DIGITAL GROWTH FUND OFFSHORE SPECIAL II LP #6492 | FMV | $24,915 | $24,915 |
| RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS LP | FMV | $14,568 | $14,568 |
| RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS LP #6492 | FMV | $15,611 | $15,611 |
| SILVER LAKE PARTNERS IV LP | FMV | $709,688 | $709,688 |
| SILVER LAKE PARTNERS IV LP #6492 | FMV | $765,939 | $765,939 |
| SLP V PRIVATE INVESTORS OFFSHORE LP #6490 | FMV | $523,203 | $523,203 |
| SLP V PRIVATE INVESTORS OFFSHORE LP #6492 | FMV | $526,048 | $526,048 |
| SSGA SOCIALLY RESPONSIBLE US CREDIT KILTEARN GLOBAL #6490 | FMV | $5,419,169 | $5,419,169 |
| STARWOOD SOF X PRIVATE INVESTORS OFFSHORE LP #6490 | FMV | $64,730 | $64,730 |
| STARWOOD SOF X PRIVATE INVESTORS OFFSHORE LP #6492 | FMV | $70,500 | $70,500 |
| STRATEGIC PRIVATE EQUITY FUND II LP K-1 #6497 | FMV | $47,462 | $47,462 |
| STRATEGIC PRIVATE EQUITY FUND III LP K-1 #6497 | FMV | $16,199 | $16,199 |
| STRATEGIC S&P 500 FUND #6490 | FMV | $27,309,933 | $27,309,933 |
| THOR URBAN PROPERTY FUND #6497 | FMV | $132,701 | $132,701 |
| US BANK MUTUAL FUNDS #6490 | FMV | $5,107,691 | $5,107,691 |
| VINTAGE 2015 PRIVATE INVESTMENTS OFFSHORE | FMV | $348,531 | $348,531 |
| VINTAGE 2015 PRIVATE INVESTMENTS OFFSHORE #6492 | FMV | $349,949 | $349,949 |
| WARBURG PINCUS ENERGY PRIVATE INVESTORS OFFSHORE | FMV | $177,895 | $177,895 |
| WARBURG PINCUS ENERGY PRIVATE INVESTORS OFFSHORE #6492 | FMV | $208,497 | $208,497 |
| WELLINGTON ENDURING ASSETS CTF FUND #6490 | FMV | $3,227 | $3,227 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $9,562 | $9,562 | $9,562 |
| JUSTICE HOUSING PARTNERS INVESTMENT | $500,000 | $500,000 | $500,000 |
| CREDIT CARD | $969 | $969 | $969 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,066 | $2,447 | $2,619 |
| TELEPHONE | $1,218 | $588 | $630 |
| OFFICE EXPENSE | $5,954 | $0 | $6,027 |
| PAYROLL FEES | $3,400 | $1,642 | $1,758 |
| BANK FEES | $570 | $570 | $0 |
| COMPUTER SERVICE & MAINTENANCE | $3,229 | $0 | $15,469 |
| DUES AND SUBSCRIPTIONS | $5,536 | $0 | $4,705 |
| MISCELLANEOUS EXPENSES | $4,470 | $2,159 | $2,311 |
| PARTNERSHIP INVESTMENT K-1 OTHER LOSS | $0 | $4,443 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENTS K-1 | $30,701 | ||
| OTHER INCOME | $41,911 | $41,911 | $41,911 |
| SUBLEASE INCOME | $32,200 | $32,200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $6,070,020 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT CONSULTING | $11,921 | $0 | $11,921 |
| PARTNERSHIP INVESTMENT K-1 EXPENSES | $0 | $116,902 | $0 |
| INVESTMENT FEES | $266,614 | $266,614 | $0 |