2019-08-19T10:39:22-05:00 2018-06-30 GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 990PF 2017-07-01 526078041 HOWARD AND GERALDINE POLINGER FAMILY FOUNDATION HOWA 2028886833 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 DAVID MARC POLINGER TREASURER 2028886833 2019-08-19 P00950491 6174267080 23.25.222.129 2019-08-19 09:17:07 ED 04814720191190337e08 2019-04-29 P 5B3D71BBACE92868715BB195F778F580AE45542F 5B3D71BBACE92868715BB195F778F580AE45542F 2017 2019-02-21 02:37:17Z X X X 55064842 X 5000000 16148 16148 616136 616136 731557 5064775 731557 795493 795493 7159334 2159334 147240 0 147240 148875 0 148875 27430 0 27430 8814 0 8814 175938 138799 10139 31504 4 1500 59589 0 59589 10238 0 10235 15692 0 15692 625320 138803 429514 2295000 2295000 2920320 138803 2724514 4239014 2020531 20213 319510 319510 5412821 293038 293038 0 158891 158891 0 16176579 16176579 0 911790 911790 34174685 37190998 37190998 14036 14036 14036 39621755 55064842 55064842 2120 2120 0 X 0 0 0 0 39619635 55064842 39619635 55064842 39621755 55064842 39619635 4239014 11345260 55203909 139067 55064842 JP MORGAN P 2838214 2817143 21071 21071 HAWTHORNE INVESTMENTS P 2085427 1509740 575687 575687 CORE CAPITAL PARTNERS K-1 P -6383 -6383 CORE CAPITAL PARTNERS K-1 P 48 48 CAPITAL GAINS DIVIDENDS P 141134 141134 141134 731557 0 2810670 48205816 0.058306 2314791 47825558 0.048401 2185829 47951919 0.045584 1996830 43317400 0.046098 1906423 40521471 0.047047 0.245436 0.049087 53073859 2605237 20205 2625442 2724514 X 20205 0 20205 0 20205 8008 15250 0 23258 0 3053 3053 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 POLINGERFOUNDATION.ORG GMA FOUNDATIONS 6174267080 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 144000 3240 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 JULIA LIPTON 5530 WISCONSIN AVENUE SUITE 100 CHEVY CHASE MD 20815 PROGRAM OFFICER 40.00 80875 0 0 ELIZABETH SPAGNOLETTI-HECKER 5530 WISCONSIN AVENUE SUITE 100 CHEVY CHASE MD 20815 GRANTS AND OPERATION 40.00 60000 0 0 0 NONE 0 0 53750727 131363 0 53882090 0 0 53882090 808231 53073859 2653693 2653693 20205 20205 2633488 0 2633488 0 2633488 2724514 0 2724514 20205 2704309 2633488 1824027 0 0 2724514 1824027 0 0 900487 0 0 0 0 0 0 0 0 1733001 0 0 0 X DAF HASHOVUA 419 BROOK AVE PASSAIC NJ 07055 NONE PC GENERAL OPERATING SUPPORT 1000 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 275000 FJC 452 FIFTH AVE 24TH FL NEW YORK NY 11105 NONE SO I HIDDEN SPARKS'S POLINGER FELLOW INTERNAL COACH PROGRAM 25000 THE ABRAHAM FUND INITIATIVES 320 NEVADA ST STE 301 NEWTON MA 02460 NONE PC GENERAL OPERATING SUPPORT 3500 ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT STREET BOSTON MA 02111 NONE PC SUMMERWORKS PROGRAM 10000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE PC GENERAL OPERATING SUPPORT 23000 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 93500 BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE 330 SEVENTH AVENUE 19TH FLOOR NEW YORK NY 10001 NONE PC FIELD-BUILDING 15000 BETH JOSEPH CONGREGATION OF GREATER PHOENIX 515 EAST BETHANY HOME ROAD PHOENIX AZ 85012 NONE PC RENOVATION FUND 5000 CONGREGATION B'NAI TZEDEK 10621 SOUTH GLEN ROAD POTOMAC MD 20854 NONE PC GENERAL OPERATING SUPPORT 5000 BUILDING BRIDGES ACROSS THE RIVER INC 1901 MISSISSIPPI AVENUE SE WASHINGTON DC 20020 NONE PC ARTS4ALL / ICAN TECHNICAL THEATER INTERNSHIP 90000 CAMERA PO BOX 35040 BOSTON MA 021350001 NONE PC GENERAL OPERATING SUPPORT 5000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 NONE PC GENERAL OPERATING SUPPORT 4000 JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE 1342 CONGRESS STREET PORTLAND ME 04102 NONE PC ANNUAL CAMPAIGN, DESIGNATED FOR JEWISH FAMILY SERVICES 2000 CHILDREN'S NATIONAL MEDICAL CENTER 111 MICHIGAN AVENUE NW WASHINGTON DC 200102916 NONE PC EARLY CHILDHOOD MENTAL HEALTH IN PRIMARY CARE PROJECT (ECMH-PC) 195000 CONGREGATION BETH TEFILLAH OF ARIZONA 10636 N 71ST WAY SCOTTSDALE AZ 85254 NONE PC GENERAL OPERATING SUPPORT 2000 DC WHEEL PRODUCTIONS INCDBA DANCE PLACE 3225 8TH ST NE WASHINGTON DC 20017 NONE PC THE CARLA FUND ENDOWMENT / GENERAL OPERATING SUPPORT 100000 DC SCORES 1224 M STREET NW STE 200 WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 3000 EAST VALLEY JEWISH COMMUNITY CENTER 908 N ALMA SCHOOL RD CHANDLER AZ 85224 NONE PC GENERAL OPERATING SUPPORT 2000 EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC 1529 16TH STREET NW WASHINGTON DC 20036 NONE PC GENERAL OPERATING SUPPORT 2500 FLAMBOYAN FOUNDATION 1730 MASSACHUSETTS AVE NW WASHINGTON DC 20009 NONE PC FAMILY ENGAGEMENT EARLY CHILDHOOD RESOURCE DEVELOPMENT 70000 FREEDOM SERVICE DOGS 7193 S DILLON CT ENGLEWOOD CO 80112 NONE PC GENERAL OPERATING SUPPORT 1500 FRIENDS OF THE ISRAELI DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 NONE PC IMPACT! SCHOLARSHIP PROGRAM 8000 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 60000 GATHERDC 1875 CONNECTICUT AVENUE NW 10TH FL WASHINGTON DC 20009 NONE PC NEWISH AND JEWISH/NEW-TO-DC INITIATIVES/JEWISH DC PIPELINE PROJECT 25000 GOUCHER COLLEGE 1021 DULANEY VALLEY ROAD BALTIMORE MD 21204 NONE PC THE HOWARD AND GERALDINE POLINGER SCHOLARSHIP IN DANCE 30000 HASBARA FELLOWSHIPS 313 WEST 83RD STREET NEW YORK NY 10024 NONE PC GENERAL OPERATING SUPPORT 2500 HEBREW HOME OF GREATER WASHINGTON 6121 MONTROSE ROAD ROCKVILLE MD 20852 NONE PC CHARLES AND MOLLIE AMERICAN ENDOWED FUND 15000 HUMANE RESCUE ALLIANCE 71 OGLETHORPE STREET NW WASHINGTON DC 20011 NONE PC SOPHIE'S FUND FOR EMERGENCY MEDICAL CARE / COMBAT CRUELTY FUND 5000 IMAGINATION STAGE 4908 AUBURN AVENUE BETHESDA MD 20814 NONE PC GENERAL OPERATING SUPPORT 2500 SIXTH & I HISTORIC SYNAGOGUE 600 I STREET NW WASHINGTON DC 20001 NONE PC 6TH IN THE CITY 60000 JEWISH ADOPTION AND FOSTER CARE OPTIONS 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 NONE PC GROUP HOME PROGRAM 2000 THE JEWISH ARTS COLLABORATIVE 1320 CENTER ST NEWTOWN MA 02459 NONE PC CREATION AND PRESENTATION OF COLLABORATIVE PROGRAMMING 50000 BENDER JEWISH COMMUNITY CENTER OF GREATER WASHINGTON 6125 MONTROSE ROAD ROCKVILLE MD 20852 NONE PC GENERAL OPERATING SUPPORT 2500 JEWISH FAMILY SERVICE AND CHILDRENS CENTER OF CLIFTON-PASSAIC 925 ALLWOOD ROAD 2ND FL CLIFTON NJ 07012 NONE PC SOMAICH ACHIM 5000 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 210000 JEWISH SOCIAL SERVICE AGENCY 200 WOOD HILL ROAD ROCKVILLE MD 20850 NONE PC ADOLESCENT TREATMENT AND OUTREACH ENDOWMENT FUND 17000 JEWISH SOCIAL SERVICE AGENCY (JSSA) 200 WOOD HILL ROAD ROCKVILLE MD 20850 NONE PC GENERAL OPERATING SUPPORT 50000 THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 NONE PC GENERAL OPERATING SUPPORT 2500 KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BOULEVARD WEST PALM BEACH FL 33401 NONE PC GENERAL OPERATING SUPPORT 3500 THE LAB SCHOOL OF WASHINGTON 4759 RESERVOIR ROAD NW WASHINGTON DC 20007 NONE PC GENERAL OPERATING SUPPORT 5000 LEVINE MUSIC 2801 UPTON STREET NW WASHINGTON DC 20008 NONE PC GENERAL OPERATING SUPPORT / SCHOLARSHIPS AND EXPANDING PERFORMANCE AT THEARC 42500 MAINE PUBLIC HEALTH ASSOCIATION 11 PARKWOOD DR AUGUSTA ME 04330 NONE PC GENERAL OPERATING SUPPORT 2000 MARY'S CENTER 2333 ONTARIO ROAD NW DC DC 20009 NONE PC PERINATAL MENTAL HEALTH (PMH) CAPACITY BUILDING YEAR 2 68000 MIAMI CITY BALLET 2200 LIBERTY AVENUE MIAMI BEACH FL 33139 NONE PC GENERAL OPERATING SUPPORT 5000 SMILE ON SENIORS OF ARIZONA 2110 EAST LINCOLN DRIVE PHOENIX AZ 85016 NONE PC GENERAL OPERATING SUPPORT 2000 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 110000 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 5000 NATIONAL IMMIGRATION LAW CENTER 3450 WILSHIRE BLVD 108-62 LOS ANGELES CA 90010 NONE PC GENERAL OPERATING SUPPORT 5000 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 NONE PC NEW JEWISH CULTURE NETWORK 32000 PASSAIC CLIFTON COMMUNITY KOLLEL 147 MARIETTA AVENUE PASSAIC NJ 07055 NONE PC GENERAL OPERATING SUPPORT 1500 PLANNED PARENTHOOD FEDERATION OF AMERICA PO BOX 97166 WASHINGTON DC 200907166 NONE PC GENERAL OPERATING SUPPORT 19500 REFUGEPOINT PO BOX 984001 BOSTON MA 022984001 NONE PC GENERAL OPERATING SUPPORT 1000 SITAR ARTS CENTER 1700 KALORAMA RD NW SUITE 101 WASHINGTON DC 20009 NONE PC GENERAL OPERATING 45000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PC PROGRAM SUPPORT 1000 TEAM RUBICON 6171 W CENTURY BLVD STE 310 LOS ANGELES CA 90045 NONE PC GENERAL OPERATING SUPPORT 2500 HAROLD GRINSPOON FOUNDATION 67 HUNT ST STE 100 AGAWAM MA 01001 NONE PF PJ ALLIANCE 300000 THE ISRAEL PROJECT 1901 PENNSYLVANIA AVENUE NW STE 600 WASHINGTON DC 20006 NONE PC GENERAL OPERATING SUPPORT 10000 THE MALALA FUND PO BOX 53347 WASHINGTON DC 20009 NONE PC GENERAL OPERATING SUPPORT 3000 THE POSSE FOUNDATION 1319 F STREET NW STE 604 WASHINGTON DC 20004 NONE PC POSSE D.C. 2000 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) 40000 THE WICK THEATRE & COSTUME MUSEUM 7901 NORTH FEDERAL HIGHWAY BOCA RATON FL 33487 NONE PC GENERAL OPERATING SUPPORT 1000 TOMCHEI SHABBOS OF PASSAIC-CLIFTON 242 HIGH STREET PASSAIC NJ 07055 NONE PC GENERAL OPERATING SUPPORT 2500 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NONE PC GENERAL OPERATING SUPPORT 2500 VALLEY BEIT MIDRASH 4645 E MARILYN ROAD PHOENIX AZ 85032 NONE PC GENERAL OPERATING SUPPORT / VALLEY BEIT MIDRASH - STRENGTHENING AND ADVANCING YOUNG PROFESSIONAL PROGRAMS 55000 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PC GENERAL OPERATING SUPPORT 2000 FACING HISTORY AND OURSELVES 16 HURD ROAD BROOKLINE MA 02445 NONE PC POST-ELECTION SUPPORT FOR DIFFICULT CONVERSATIONS 2500 YAFFED PO BOX 1796 NEW YORK NY 10956 NONE PC GENERAL OPERATING SUPPORT 4000 YESHIVA OF GREATER WASHINGTON 2010 LINDEN LANE SILVER SPRING MD 20910 NONE PC GENERAL OPERATING SUPPORT 10000 YOUNG PLAYWRIGHTS' THEATER 2437 15TH STREET NW WASHINGTON DC 20009 NONE PC CONTINUED EXPANSION ACCORDING TO DREAM IMPACT MAP 30000 2295000 0 14 16148 900000 14 616136 900000 14 795493 900000 18 731557 0 2159334 0 2159334 0 0 0 0 0 0 0 0 0 0 X X 1 GERALDINE POLINGER 5530 WISCONSIN AVE SUITE 100 CHYVY CHASE MD 208254330 5000000 X ACCOUNTING 8814 0 8814 EXPLANATION OF KEY CHANGES STATEMENT OF AMENDMENT 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. US FIXED INCOME- JP MORGAN 886748 886748 CORPORATE BONDS-PNC HAWTHORN 25042 25042 CORPORATE STOCK - PNC HAWTHORN 15689979 15689979 13,473 SHS GOLUB CAPITAL 246556 246556 9,031 SHS JP MORGAN CHASE 240044 240044 84278 84278 74613 74613 CORE CAPITAL PARTNERS II AT COST 133765 133765 NOTE RECEIVABLE - LLC FMV 12365549 12365549 LONG POND OFFSHORE LTD FMV 619126 619126 VITTORIA OFFSHORE LTC FMV 6534827 6534827 MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN FMV 882450 882450 MUTUAL FUNDS EQUITIES-PNC HAWTHORN FMV 6195304 6195304 MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN FMV 1782823 1782823 US LARGE CAP EQUITY FMV 185845 185845 EUROPEAN LARGE CAP EQUITY FMV 585200 585200 EMERGING MARKET LARGE CAP EQUITY FMV 156168 156168 PREFERRED STOCK AND OTHER FMV 97040 97040 US LARGE CAP EQUITY FMV 1985016 1985016 EAFE EQUITY FMV 1057445 1057445 EUROPEAN LARGE CAP EQUITY FMV 84978 84978 JAPANESE LARGE CAP EQUITY FMV 62832 62832 MUTUAL FUNDS BONDS-SCHWAB FMV 483231 483231 EQUITY FUNDS-SCHWAB FMV 3885998 3885998 MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN FMV 524 524 MUTUAL FUNDS EQUITIES-PNC HAWTHORN FMV 42527 42527 MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN FMV 50350 50350 SECURITY DEPOSIT 14036 14036 14036 COST ADJUSTMENT ALERIAN MLP ETF 139046 COST ADJUSTMENT ST HSG SER A 21 BANK FEES 318 0 318 OFFICE EXPENSE 4473 0 4473 PAYROLL FEES 3119 0 3119 INSURANCE 2975 0 2975 DUES 1730 0 1730 COMPUTERS 2384 0 2384 MISCELLANEOUS 693 0 693 NOTE RECEIVABLE INTEREST 632334 632334 632334 PASS THROUGH INCOME CORE CAPITAL K-1 163159 163159 163159 RETURN OF CAPITAL-PLEIADES 27175 RETURN OF CAPITAL- PERCEVAL 28766 UNREALIZED APPRECIATION OF INVESTMENTS 2018 2317307 CUMM ADJ OF INVESTMENTS FROM COST TO FMV 8972012 INVESTMENT FEES (K-1) 24427 24427 0 INVESTMENT FEES 141372 114372 0 CONSULTING 10139 0 10139 EXCISE TAXES 30000 0 0 FOREIGN TAXES PAID CORE CAPITAL K-1 4 4 0 STATE FILING FEES/TAXES 1500 0 1500