HOWARD AND GERALDINE POLINGER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND GERALDINE POLINGER FOUNDATION INC (EIN 52-6078041)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-08-19
- IRS object ID
- 201912319349100306
- Schema version
- 2017v2.3
- Note
- A later return for the same period supersedes this one.
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-19T10:39:22-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMA FOUNDATIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526078041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD AND GERALDINE POLINGER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2028886833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW NO 450 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MARC POLINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2028886833 | PhoneNum |
| Signature | 2019-08-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00950491 | PTIN |
| Phone | 6174267080 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.25.222.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-19 | IPDt |
| IP Tm | 09:17:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 04814720191190337e08 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5B3D71BBACE92868715BB195F778F580AE45542F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5B3D71BBACE92868715BB195F778F580AE45542F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,064,842 | 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 | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,148 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $616,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $616,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $731,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,064,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $731,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $795,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $795,493 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,159,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,159,334 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,240 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $148,875 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $148,875 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,430 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,430 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,814 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,814 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175,938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,799 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,139 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $59,589 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,589 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,238 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,235 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,692 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,692 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $625,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $429,514 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,295,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,295,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,920,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,724,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,239,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,020,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,213 | CashBOYAmt |
| Cash EOY | $319,510 | CashEOYAmt |
| Cash EOYFMV | $319,510 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,412,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $293,038 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $293,038 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $158,891 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $158,891 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,176,579 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,176,579 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $911,790 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $911,790 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $34,174,685 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,190,998 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,190,998 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,036 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,036 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,036 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,621,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,064,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,064,842 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,120 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $39,619,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $55,064,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,619,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,064,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,621,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,064,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,619,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,239,014 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,345,260 | OtherIncreasesAmt |
| Subtotal | $55,203,909 | SubtotalAmt |
| Other Decreases | $139,067 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,064,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN | P | $2,838,214 | $2,817,143 | $21,071 | $21,071 |
| HAWTHORNE INVESTMENTS | P | $2,085,427 | $1,509,740 | $575,687 | $575,687 |
| CORE CAPITAL PARTNERS K-1 | P | -$6,383 | -$6,383 | ||
| CORE CAPITAL PARTNERS K-1 | P | $48 | $48 | ||
| CAPITAL GAINS DIVIDENDS | P | $141,134 | $141,134 | $141,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $731,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,810,670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,205,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058306 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,314,791 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $47,825,558 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048401 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,185,829 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,951,919 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045584 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,996,830 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,317,400 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,906,423 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,521,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047047 | DistributionYr5Rt |
| Total Distribution | 0.245436 | TotalDistributionRt |
| Average Distribution | 0.049087 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $53,073,859 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,605,237 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,205 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,625,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,724,514 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $20,205 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,205 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,205 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,008 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,258 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,053 | OverpaymentAmt |
| Applied To ES Tax | $3,053 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | POLINGERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| LORRE BETH POLINGER | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| ARNOLD LEE POLINGER | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID MARC POLINGER | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | TREASURER | 1.00 | $0 | $0 | $0 |
| ERICA PRESSMAN | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | SECRETARY/CHIEF EXEC OFFICER | 32.00 | $144,000 | $3,240 | $0 |
| JENNIFER ABRAMS | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MOLLIE BARNATHAN | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAN POLINGER CHAVIS | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLIE POLINGER | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN POLINGER | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BECKY POLINGER | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE POLINGER | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA WERTLIEB | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MIRIAM NSIMBI | ||||||||
| 5530 WISCONSIN AVENUE SUITE 1000 | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JULIA LIPTON | ||||||||
| 5530 WISCONSIN AVENUE SUITE 100 | CHEVY CHASE | MD | 20815 | PROGRAM OFFICER | 40.00 | $80,875 | $0 | $0 |
| ELIZABETH SPAGNOLETTI-HECKER | ||||||||
| 5530 WISCONSIN AVENUE SUITE 100 | CHEVY CHASE | MD | 20815 | GRANTS AND OPERATION | 40.00 | $60,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,750,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,882,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,882,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $808,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,073,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,653,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,653,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,205 | TotalTaxAmt |
| Distributable Before Adj | $2,633,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,633,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,633,488 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,724,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,724,514 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,205 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,704,309 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,633,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,824,027 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,724,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,824,027 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $900,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,733,001 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAF HASHOVUA | |||||||
| 419 BROOK AVE | PASSAIC | NJ | 07055 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| EDLAVITCH DC JEWISH COMMUNITY CENTER | |||||||
| 1529 SIXTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | WASHINGTON JEWISH MUSIC FESTIVAL ENDOWMENT / KVELL: FEATURING THE WASHINGTON JEWISH MUSIC FESTIVAL AND THE WASHINGTON JEWISH FILM FESTIVAL | $275,000 |
| FJC | |||||||
| 452 FIFTH AVE 24TH FL | NEW YORK | NY | 11105 | NONE | SO I | HIDDEN SPARKS'S POLINGER FELLOW INTERNAL COACH PROGRAM | $25,000 |
| THE ABRAHAM FUND INITIATIVES | |||||||
| 320 NEVADA ST STE 301 | NEWTON | MA | 02460 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | NONE | PC | SUMMERWORKS PROGRAM | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $23,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10163 | NONE | PC | JCDR'S RESPONSE TO SYRIAN REFUGEES / UKRAINE CRISIS RELIEF / THE METSUDA YOUNG LEADERSHIP PROGRAM IN UKRAINE / THE FAMILY CAMPS AND MONTHLY ENCOUNTERS PROGRAM, ROMANIA / LEATID | $93,500 |
| BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE | |||||||
| 330 SEVENTH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | FIELD-BUILDING | $15,000 |
| BETH JOSEPH CONGREGATION OF GREATER PHOENIX | |||||||
| 515 EAST BETHANY HOME ROAD | PHOENIX | AZ | 85012 | NONE | PC | RENOVATION FUND | $5,000 |
| CONGREGATION B'NAI TZEDEK | |||||||
| 10621 SOUTH GLEN ROAD | POTOMAC | MD | 20854 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BUILDING BRIDGES ACROSS THE RIVER INC | |||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PC | ARTS4ALL / ICAN TECHNICAL THEATER INTERNSHIP | $90,000 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | |||||||
| 1342 CONGRESS STREET | PORTLAND | ME | 04102 | NONE | PC | ANNUAL CAMPAIGN, DESIGNATED FOR JEWISH FAMILY SERVICES | $2,000 |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 200102916 | NONE | PC | EARLY CHILDHOOD MENTAL HEALTH IN PRIMARY CARE PROJECT (ECMH-PC) | $195,000 |
| CONGREGATION BETH TEFILLAH OF ARIZONA | |||||||
| 10636 N 71ST WAY | SCOTTSDALE | AZ | 85254 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| DC WHEEL PRODUCTIONS INCDBA DANCE PLACE | |||||||
| 3225 8TH ST NE | WASHINGTON | DC | 20017 | NONE | PC | THE CARLA FUND ENDOWMENT / GENERAL OPERATING SUPPORT | $100,000 |
| DC SCORES | |||||||
| 1224 M STREET NW STE 200 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| EAST VALLEY JEWISH COMMUNITY CENTER | |||||||
| 908 N ALMA SCHOOL RD | CHANDLER | AZ | 85224 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC | |||||||
| 1529 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FLAMBOYAN FOUNDATION | |||||||
| 1730 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20009 | NONE | PC | FAMILY ENGAGEMENT EARLY CHILDHOOD RESOURCE DEVELOPMENT | $70,000 |
| FREEDOM SERVICE DOGS | |||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| FRIENDS OF THE ISRAELI DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | IMPACT! SCHOLARSHIP PROGRAM | $8,000 |
| FROM THE TOP INC | |||||||
| 140 CLARENDON STREET SUITE 301 | BOSTON | MA | 02116 | NONE | PC | SUSTAINING TAKE IT BEYOND THE CONCERT HALL AND GROWING THE ALUMNI LEADERSHIP GRANT | $60,000 |
| GATHERDC | |||||||
| 1875 CONNECTICUT AVENUE NW 10TH FL | WASHINGTON | DC | 20009 | NONE | PC | NEWISH AND JEWISH/NEW-TO-DC INITIATIVES/JEWISH DC PIPELINE PROJECT | $25,000 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NONE | PC | THE HOWARD AND GERALDINE POLINGER SCHOLARSHIP IN DANCE | $30,000 |
| HASBARA FELLOWSHIPS | |||||||
| 313 WEST 83RD STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| HEBREW HOME OF GREATER WASHINGTON | |||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | CHARLES AND MOLLIE AMERICAN ENDOWED FUND | $15,000 |
| HUMANE RESCUE ALLIANCE | |||||||
| 71 OGLETHORPE STREET NW | WASHINGTON | DC | 20011 | NONE | PC | SOPHIE'S FUND FOR EMERGENCY MEDICAL CARE / COMBAT CRUELTY FUND | $5,000 |
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVENUE | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SIXTH & I HISTORIC SYNAGOGUE | |||||||
| 600 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | 6TH IN THE CITY | $60,000 |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS | |||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PC | GROUP HOME PROGRAM | $2,000 |
| THE JEWISH ARTS COLLABORATIVE | |||||||
| 1320 CENTER ST | NEWTOWN | MA | 02459 | NONE | PC | CREATION AND PRESENTATION OF COLLABORATIVE PROGRAMMING | $50,000 |
| BENDER JEWISH COMMUNITY CENTER OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| JEWISH FAMILY SERVICE AND CHILDRENS CENTER OF CLIFTON-PASSAIC | |||||||
| 925 ALLWOOD ROAD 2ND FL | CLIFTON | NJ | 07012 | NONE | PC | SOMAICH ACHIM | $5,000 |
| THE JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD STE 100 | N BETHESDA | MD | 20852 | NONE | PC | THE JEWISH FEDERATION OF GREATER WASHINGTONS ANNUAL CAMPAIGN / PJ LIBRARY | $210,000 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | ADOLESCENT TREATMENT AND OUTREACH ENDOWMENT FUND | $17,000 |
| JEWISH SOCIAL SERVICE AGENCY (JSSA) | |||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 |
| THE LAB SCHOOL OF WASHINGTON | |||||||
| 4759 RESERVOIR ROAD NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LEVINE MUSIC | |||||||
| 2801 UPTON STREET NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL OPERATING SUPPORT / SCHOLARSHIPS AND EXPANDING PERFORMANCE AT THEARC | $42,500 |
| MAINE PUBLIC HEALTH ASSOCIATION | |||||||
| 11 PARKWOOD DR | AUGUSTA | ME | 04330 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| MARY'S CENTER | |||||||
| 2333 ONTARIO ROAD NW | DC | DC | 20009 | NONE | PC | PERINATAL MENTAL HEALTH (PMH) CAPACITY BUILDING YEAR 2 | $68,000 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SMILE ON SENIORS OF ARIZONA | |||||||
| 2110 EAST LINCOLN DRIVE | PHOENIX | AZ | 85016 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| MOISHE HOUSE | |||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | NONE | PC | EMPOWERING CHANGE-MAKERS & FACILITATING VIBRANT JEWISH LIFE IN SMALLER JEWISH COMMUNITIES VIA MHWOW / MOISHE HOUSE PHOENIX | $110,000 |
| NATIONAL CAPITAL LYME DISEASE ASSOCIATION | |||||||
| PO BOX 8211 | MCLEAN | VA | 221068211 | NONE | PC | DR. NEIL SPECTOR'S RESEARCH ON IMMUNOBIOLOGY AND LYME TREATMENT / DR. SAMUEL SHOR AND HIS RESEARCH WITH CERES NANOSCIENCES ON LYME TESTING | $5,000 |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| 3450 WILSHIRE BLVD 108-62 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 S INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PC | NEW JEWISH CULTURE NETWORK | $32,000 |
| PASSAIC CLIFTON COMMUNITY KOLLEL | |||||||
| 147 MARIETTA AVENUE | PASSAIC | NJ | 07055 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | PC | GENERAL OPERATING SUPPORT | $19,500 |
| REFUGEPOINT | |||||||
| PO BOX 984001 | BOSTON | MA | 022984001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA RD NW SUITE 101 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING | $45,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| HAROLD GRINSPOON FOUNDATION | |||||||
| 67 HUNT ST STE 100 | AGAWAM | MA | 01001 | NONE | PF | PJ ALLIANCE | $300,000 |
| THE ISRAEL PROJECT | |||||||
| 1901 PENNSYLVANIA AVENUE NW STE 600 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THE MALALA FUND | |||||||
| PO BOX 53347 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| THE POSSE FOUNDATION | |||||||
| 1319 F STREET NW STE 604 | WASHINGTON | DC | 20004 | NONE | PC | POSSE D.C. | $2,000 |
| THE WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | THE WASHINGTON BALLET AT THE TOWN HALL EDUCATION ARTS RECREATION CAMPUS (TWB@THEARC) | $40,000 |
| THE WICK THEATRE & COSTUME MUSEUM | |||||||
| 7901 NORTH FEDERAL HIGHWAY | BOCA RATON | FL | 33487 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| TOMCHEI SHABBOS OF PASSAIC-CLIFTON | |||||||
| 242 HIGH STREET | PASSAIC | NJ | 07055 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN ROAD | PHOENIX | AZ | 85032 | NONE | PC | GENERAL OPERATING SUPPORT / VALLEY BEIT MIDRASH - STRENGTHENING AND ADVANCING YOUNG PROFESSIONAL PROGRAMS | $55,000 |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PC | POST-ELECTION SUPPORT FOR DIFFICULT CONVERSATIONS | $2,500 |
| YAFFED | |||||||
| PO BOX 1796 | NEW YORK | NY | 10956 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| YESHIVA OF GREATER WASHINGTON | |||||||
| 2010 LINDEN LANE | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| YOUNG PLAYWRIGHTS' THEATER | |||||||
| 2437 15TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | CONTINUED EXPANSION ACCORDING TO DREAM IMPACT MAP | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,295,000 | 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 | $16,148 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $616,136 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $795,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $731,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,159,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,159,334 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GERALDINE POLINGER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 WISCONSIN AVE SUITE 100 | AddressLine1Txt |
| City | CHYVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208254330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,814 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,814 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF KEY CHANGES | IdentifierTxt |
| Form And Line Reference | STATEMENT OF AMENDMENT | FormAndLineReferenceDesc |
| Medium Explanation | THE VALUATION OF SECURITIES WAS CORRECTED FROM $47,439,158, AS ORIGINALLY FILED TO $53,750,727. IN ADDITION, A $75,000 GRANT TO HILLEL INTERNATIONAL, REPORTED ON THE 990-PF AS ORIGINALLY FILED, WAS CANCELLED. ACCORDINGLY, CONTRIBUTIONS, GRANTS, GRANTS PAID AS ORIGINALLY REPORTED AT $2,370,000 ON PART I, LINE 25, WAS AMENDED TO $2,295,000. AS A RESULT, THE TOTAL REPORTED ON PART XV WAS ALSO CHANGED FROM $2,370,000 TO $2,295,000. LASTLY, CASH AS REPORTED ON PART II, LINE 1, ORIGINALLY WAS $244,500 AND WAS AMENDED TO $319,500.ACCORDINGLY, THE ABOVE ADMENDMENTS TO THE RETURN ALSO RESULTED IN CHANGES TO PART XIII, LINES 1(D), 4, 4A(C), 4D(D) AND 6F(D), WHICH AS ORIGINALLY FILED, WERE $2,322,643, $2,739,925, $1,824,027, $915,898, AND $1,406,745, RESPECTIVELY. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US FIXED INCOME- JP MORGAN | $886,748 | $886,748 |
| CORPORATE BONDS-PNC HAWTHORN | $25,042 | $25,042 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - PNC HAWTHORN | $15,689,979 | $15,689,979 |
| 13,473 SHS GOLUB CAPITAL | $246,556 | $246,556 |
| 9,031 SHS JP MORGAN CHASE | $240,044 | $240,044 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $84,278 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $84,278 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $74,613 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $74,613 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORE CAPITAL PARTNERS II | AT COST | $133,765 | $133,765 |
| NOTE RECEIVABLE - LLC | FMV | $12,365,549 | $12,365,549 |
| LONG POND OFFSHORE LTD | FMV | $619,126 | $619,126 |
| VITTORIA OFFSHORE LTC | FMV | $6,534,827 | $6,534,827 |
| MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN | FMV | $882,450 | $882,450 |
| MUTUAL FUNDS EQUITIES-PNC HAWTHORN | FMV | $6,195,304 | $6,195,304 |
| MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN | FMV | $1,782,823 | $1,782,823 |
| US LARGE CAP EQUITY | FMV | $185,845 | $185,845 |
| EUROPEAN LARGE CAP EQUITY | FMV | $585,200 | $585,200 |
| EMERGING MARKET LARGE CAP EQUITY | FMV | $156,168 | $156,168 |
| PREFERRED STOCK AND OTHER | FMV | $97,040 | $97,040 |
| US LARGE CAP EQUITY | FMV | $1,985,016 | $1,985,016 |
| EAFE EQUITY | FMV | $1,057,445 | $1,057,445 |
| EUROPEAN LARGE CAP EQUITY | FMV | $84,978 | $84,978 |
| JAPANESE LARGE CAP EQUITY | FMV | $62,832 | $62,832 |
| MUTUAL FUNDS BONDS-SCHWAB | FMV | $483,231 | $483,231 |
| EQUITY FUNDS-SCHWAB | FMV | $3,885,998 | $3,885,998 |
| MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN | FMV | $524 | $524 |
| MUTUAL FUNDS EQUITIES-PNC HAWTHORN | FMV | $42,527 | $42,527 |
| MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN | FMV | $50,350 | $50,350 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $14,036 | BOYBookValueAmt |
| EOY Book Value | $14,036 | EOYBookValueAmt |
| EOYFMV | $14,036 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST ADJUSTMENT ALERIAN MLP ETF | $139,046 |
| COST ADJUSTMENT ST HSG SER A | $21 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $318 | $0 | $318 |
| OFFICE EXPENSE | $4,473 | $0 | $4,473 |
| PAYROLL FEES | $3,119 | $0 | $3,119 |
| INSURANCE | $2,975 | $0 | $2,975 |
| DUES | $1,730 | $0 | $1,730 |
| COMPUTERS | $2,384 | $0 | $2,384 |
| MISCELLANEOUS | $693 | $0 | $693 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NOTE RECEIVABLE INTEREST | $632,334 | $632,334 | $632,334 |
| PASS THROUGH INCOME CORE CAPITAL K-1 | $163,159 | $163,159 | $163,159 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL-PLEIADES | $27,175 |
| RETURN OF CAPITAL- PERCEVAL | $28,766 |
| UNREALIZED APPRECIATION OF INVESTMENTS 2018 | $2,317,307 |
| CUMM ADJ OF INVESTMENTS FROM COST TO FMV | $8,972,012 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES (K-1) | $24,427 | $24,427 | $0 |
| INVESTMENT FEES | $141,372 | $114,372 | $0 |
| CONSULTING | $10,139 | $0 | $10,139 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $30,000 | $0 | $0 |
| FOREIGN TAXES PAID CORE CAPITAL K-1 | $4 | $4 | $0 |
| STATE FILING FEES/TAXES | $1,500 | $0 | $1,500 |