HOWARD AND GERALDINE POLINGER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND GERALDINE POLINGER FOUNDATION INC (EIN 52-6078041)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-25
- IRS object ID
- 201932989349100003
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-25T08:20:54-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-10-25 | 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 | 2019-10-25 | IPDt |
| IP Tm | 09:20:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,715,806 | 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 | $5,415,484 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $748,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $748,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $854,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,554,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $854,570 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $609,562 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $605,640 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,633,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,213,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $167,371 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $167,371 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,279 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,279 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,974 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,994 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,981 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,226 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,933 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,472 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $62,289 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $62,289 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,622 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,622 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,059 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $805,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $497,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,173,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,173,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,978,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,671,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,654,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,964,688 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $319,510 | CashBOYAmt |
| Cash EOY | $100,021 | CashEOYAmt |
| Cash EOYFMV | $100,021 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $293,038 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $300,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $300,495 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $158,891 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $302,187 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $302,187 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,176,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,376,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,376,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $911,790 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $932,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $932,387 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,190,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,672,672 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,690,317 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,036 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,036 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,036 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,064,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,698,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,715,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $55,064,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,698,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,064,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,698,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,064,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,698,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,064,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,654,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $124,417 | OtherIncreasesAmt |
| Subtotal | $59,843,762 | SubtotalAmt |
| Other Decreases | $145,601 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,698,161 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN | P | 2018-06-03 | 2019-06-03 | $1,454,374 | $1,424,647 | $29,727 | $29,727 |
| JP MORGAN | P | 2018-06-07 | 2019-06-07 | $873,699 | $863,219 | $10,480 | $10,480 |
| KODIAK FUNDING, LP WRITE DOWN | P | 2018-06-30 | 2019-06-30 | $1,128 | $1,128 | $1,128 | |
| MRA SCHWAB | P | 2017-12-28 | 2019-06-26 | $1,070,151 | $1,107,477 | -$37,326 | -$37,326 |
| HAWTHORNE | P | 2018-05-31 | 2019-05-31 | $1,759,594 | $1,304,308 | $455,286 | $455,286 |
| CAPITAL GAINS DIVIDENDS | P | $395,275 | $395,275 | $395,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $854,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,704,309 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $53,073,859 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050954 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,810,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,205,816 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058306 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,314,791 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,825,558 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048401 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,185,829 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $47,951,919 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045584 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,996,830 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,317,400 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046098 | DistributionYr5Rt |
| Total Distribution | 0.249343 | TotalDistributionRt |
| Average Distribution | 0.049869 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $55,707,626 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,778,084 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,797,731 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,671,120 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,553 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,553 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,259 | OverpaymentAmt |
| Applied To ES Tax | $6,259 | 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 | Yes (1) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | 5.00 | $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 | ||||||||
| 1301 CONNECTICUT AVENUE NW | WASHINGTON | DC | 200361877 | SECRETARY/CHIEF EXEC OFFIC | 32.00 | $144,000 | $4,185 | $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 | ||||||||
| 1301 CONNECTICUT AVENUE NW | WASHINGTON | DC | 200361877 | PROGRAM OFFICER | 40.00 | $100,588 | $2,404 | $0 |
| ELIZABETH SPAGNOLETTI-HECKER | ||||||||
| 1301 CONNECTICUT AVENUE NW | WASHINGTON | DC | 200361877 | GRANTS AND OPERATION | 40.00 | $62,450 | $1,628 | $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 | $56,144,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $411,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,555,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,555,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $848,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,707,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,785,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,785,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,294 | TotalTaxAmt |
| Distributable Before Adj | $2,746,087 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,746,087 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,746,087 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,671,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,671,120 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,671,120 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,746,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,733,001 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,671,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,733,001 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $938,119 | 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 | $1,807,968 | 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| 20 JAY ST STE 732 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING SUPPORT | $14,000 |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | NONE | PC | SUMMERWORKS PROGRAM | $7,500 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $11,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | UKRAIN CRISIS RELIEF, ROMANIAN FAMILY CAMPS, AND LEATID EUROPEAN CENTER | $82,500 |
| ATLAS PERFORMING ARTS CENTER | |||||||
| 1333 H ST NE | WASHINGTON | DC | 20002 | NONE | PC | INTERSECTIONS FESTIVAL 2020 | $25,000 |
| BENDER JEWISH COMMUNITY CENTER OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BETH JOSEPH CONGREGATION OF GREATER PHOENIX | |||||||
| 515 EAST BETHANY HOME ROAD | PHOENIX | AZ | 85012 | NONE | PC | BUILDING CAMPAIGN | $4,000 |
| BUILDING BRIDGES ACROSS THE RIVER | |||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | PC | ARTS4ALL AND ICAN TECHNICAL THEATER INTERNSHIP | $90,000 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | PC | GENERAL OPERATING SUPPORT | $9,500 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| CHILDREN'S NATIONAL HEALTH SYSTEM | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | NONE | PC | EARLY CHILDHOOD MENTAL HEALTH IN PRIMARY CARE | $195,000 |
| CONGREGATION B'NAI TZEDEK | |||||||
| 10621 SOUTH GLEN ROAD | POTOMAC | MD | 20854 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DANCE PLACE | |||||||
| 3225 8TH ST NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| DC SCORES | |||||||
| 1140 CONNECTICUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | 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 | $1,800 |
| EDLAVITCH DC JEWISH COMMUNITY CENTER | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | WASHINGTON JEWISH MUSIC FESTIVAL, POLINGER ENDOWMENT, AND GENERAL OPERATING SUPPORT | $277,500 |
| FJC | |||||||
| 452 5TH AVE 24TH FL | NEW YORK | NY | 11105 | NONE | PC | HIDDEN SPARKS: POLINGER FELLOW INTERNAL COACH PROGRAM | $25,000 |
| FLAMBOYAN FOUNDATION | |||||||
| 1730 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20010 | NONE | PC | FAMILY ENGAGEMENT EARLY CHILDHOOD RESOURCE DEVELOPMENT | $60,000 |
| FROM THE TOP | |||||||
| 140 CLARENDON ST STE 301 | BOSTON | MA | 02116 | NONE | PC | "TAKE IT BEYOND THE CONCERT HALL" & ALUMNI LEADERSHIP GRANT | $65,000 |
| GATHERDC | |||||||
| 1817 M ST NW | WASHINGTON | DC | 20036 | NONE | PC | NEW-TO-DC (NEWISH AND JEWISH) INITIATIVE | $25,000 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | NONE | PC | HOWARD AND GERALDINE POLINGER SCHOLARSHIP IN DANCE | $30,000 |
| HALCYON | |||||||
| 3400 PROSPECT ST NW | WASHINGTON | DC | 20007 | NONE | PC | BY THE PEOPLE 2020 INTERNATIONAL ARTS & CIVIC DIALOGUE FESTIVAL | $40,000 |
| HAROLD GRINSPOON FOUNDATION | |||||||
| 67 HUNT ST STE 100 | AGAWAM | MA | 01001 | NONE | PC | PJ LIBRARY ALLIANCE | $200,000 |
| 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 MERICAN ENDOWED FUND | $15,000 |
| HUMANE RESCUE ALLIANCE | |||||||
| 71 OGLETHORPE STREET NW | WASHINGTON | DC | 20011 | NONE | PC | SOPHIE'S FUND FOR EMERGENCY MEDICAL CARE | $4,000 |
| ICIVICS | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | NONE | PC | TEACHING CONVERSATIONAL ISSUES: RESOURCES AND SUPPORTS FOR TEACHERS | $45,000 |
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVENUE | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS | |||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PC | GROUP HOME PROGRAM | $3,000 |
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | |||||||
| 1342 CONGRESS STREET | PORTLAND | ME | 04102 | NONE | PC | ANNUAL CAMPAIGN, DESIGNATED FOR JEWISH FAMILY SERVICES | $2,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD STE 100 | N BETHESDA | MD | 20852 | NONE | PC | GENERAL OPERATING SUPPORT | $225,000 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | ADOLESCENT TREATMENT AND OUTREACH ENDOWMENT FUND AND CHILD AND ADOLESCENT MENTAL HEALTH SERVICES | $70,000 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 |
| LEVINE MUSIC | |||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | NONE | PC | EXPANDING ACCESS TO MUSIC IN SE DC AND GENERAL OPERATING SUPPORT | $22,500 |
| MAINE PUBLIC HEALTH ASSOCIATION | |||||||
| 11 PARKWOOD DR | AUGUSTA | ME | 04330 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MOISHE HOUSE | |||||||
| 5007 PROVIDENCE RD STE E216 | CHARLOTTE | NC | 28226 | NONE | PC | MOISHE HOUSE WITHOUT WALLS | $120,000 |
| NATIONAL CAPITAL LYME DISEASE ASSOCIATION | |||||||
| PO BOX 8211 | MCLEAN | VA | 221068211 | NONE | PC | CHRONIC LYME RESEARCH | $7,500 |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| 3450 WILSHIRE BLVD STE 108-62 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $8,500 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 S INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PC | NEW JEWISH CULTURE NETWORK | $32,000 |
| PARDES JEWISH DAY SCHOOL | |||||||
| 12753 N SCOTTSDALE RD | SCOTTSDALE | AZ | 85254 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| ATTN ONLINE SERVICES PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 |
| REFUGEPOINT | |||||||
| PO BOX 984001 | BOSTON | MA | 022984001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ROCK THE VOTE | |||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA RD NW STE 101 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 |
| SIXTH & I HISTORIC SYNAGOGUE | |||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | NONE | PC | 6TH IN THE CITY | $60,000 |
| SMILE ON SENIORS OF ARIZONA | |||||||
| 2110 EAST LINCOLN DRIVE | PHOENIX | AZ | 85016 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| THE ABRAHAM FUND INITIATIVES | |||||||
| 1460 BROADWAY STE 9021 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 |
| THE ISRAEL PROJECT | |||||||
| 1901 PENNSYLVANIA AVENUE NW STE 600 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THE LAB SCHOOL OF WASHINGTON | |||||||
| 4759 RESERVOIR ROAD NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| 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 AVE NW | WASHINGTON | DC | 20016 | NONE | PC | COMMUNITY ENGAGEMENT PROGRAMMING | $45,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN RD | PHOENIX | AZ | 85032 | NONE | PC | STRENGTHENING & EXPANSION OF YOUNG PROFESSIONALS PROGRAM | $50,000 |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN ROAD | PHOENIX | AZ | 85032 | NONE | PC | GENERAL OPERATING SUPPORT | $3,800 |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| YAFFED | |||||||
| PO BOX 1796 | NEW YORK | NY | 10956 | NONE | PC | GENERAL OPERATING SUPPORT | $3,600 |
| YESHIVA OF GREATER WASHINGTON | |||||||
| 2010 LINDEN LANE | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| YOUNG PLAYWRIGHTS' THEATER | |||||||
| 6925 WILLOW ST NW STE LL-230 | WASHINGTON | DC | 20012 | NONE | PC | 2019-2020 PROGRAMMING AND PRODUCTION SEASON | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,173,500 | 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 | $4,831 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $748,926 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $605,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $854,570 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 AND 2016 MD TAX REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Related Or Exempt Function Incm | $3,922 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,213,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,922 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,217,889 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | REFUND OF PRIOR YEAR TAXES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| 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 | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208254330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,415,484 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHS CUSTODIED BY SCHWAB AND SLG INT'LL OPP FUND | NoncashPropertyDesc |
| Fair Market Value | $5,415,484 | FairMarketValueAmt |
| Received | 2019-04-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $31,974 | Amt |
| Net Investment Income | $7,994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,981 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS-PNC HAWTHORN | $25,244 | $25,244 |
| US FIXED INCOME- JP MORGAN-2007 | $907,143 | $907,143 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - PNC HAWTHORN | $910,865 | $910,865 |
| SCHWAB MANAGED EQUITIES | $3,465,498 | $3,465,498 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $267,270 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $267,270 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $34,917 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $34,917 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORE CAPITAL PARTNERS | AT COST | $63,701 | $1,081,346 |
| NOTE RECEIVABLE-LLC | FMV | $11,823,186 | $11,823,186 |
| LONG POND OFFSHORE LTD | FMV | $608,988 | $608,988 |
| VITTORIA OFFSHORE LTD | FMV | $6,498,954 | $6,498,954 |
| MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN | FMV | $4,077 | $4,077 |
| MUTUAL FUNDS EQUITIES-PNC HAWTHORN | FMV | $36,014 | $36,014 |
| MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN | FMV | $64,330 | $64,330 |
| MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN-PRINC | FMV | $25,000 | $25,000 |
| MUTUAL FUNDS EQUITIES-PNC HAWTHORN-PRINC | FMV | $21,207,305 | $21,207,305 |
| MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN-PRINC | FMV | $1,779,127 | $1,779,127 |
| US LARGE CAP EQUITY -2007 | FMV | $314,623 | $314,623 |
| US SMALL CAP EQUITY-2007 | FMV | $31,100 | $31,100 |
| EUROPEAN LARGE CAP EQUITY-2007 | FMV | $201,750 | $201,750 |
| EMERGING MARKET LARGE CAP EQUITY-2007 | FMV | $176,580 | $176,580 |
| PREFERRED STOCK AND OTHER-2007 | FMV | $45,544 | $45,544 |
| ELEVAR EQUITY IV, LLP FUND-2007 | FMV | $264,427 | $264,427 |
| US LARGE CAP EQUITY-9005 | FMV | $2,429,794 | $2,429,794 |
| EAFE EQUITY-9005 | FMV | $992,253 | $992,253 |
| EUROPEAN LARGE CAP EQUITY-9005 | FMV | $110,442 | $110,442 |
| JAPANESE LARGE CAP EQUITY-9005 | FMV | $82,823 | $82,823 |
| ASIA EX-JAPAN EQUITY-9005 | FMV | $75,954 | $75,954 |
| EMERGING MARKET EQUITY-9005 | FMV | $21,190 | $21,190 |
| MUTUAL FUNDS BONDS-SCHWAB | FMV | $987,160 | $987,160 |
| EQUITY FUNDS-SCHWAB | FMV | $3,840,724 | $3,840,724 |
| SLG INTERNATIONAL OPPORTUNITIES | FMV | $1,987,626 | $1,987,626 |
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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT ON INVESTMENTS | $109 |
| UNREALIZED LOSS ON INVESTMENTS | $145,487 |
| CORE CAPITAL DISTRIBUTION PER K-1 | $5 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $194 | $0 | $194 |
| OFFICE EXPENSE | $6,770 | $0 | $6,770 |
| PAYROLL FEES | $2,557 | $0 | $2,557 |
| INSURANCE | $6,346 | $0 | $6,346 |
| DUES | $1,500 | $0 | $1,500 |
| COMPUTERS | $1,108 | $0 | $1,108 |
| MISCELLANEOUS | $202 | $0 | $202 |
| SOFTWARE LICENSE | $17,468 | $0 | $17,468 |
| CORE CAPITAL PARTNERS K-1 INTEREST | $25,488 | $25,488 | $0 |
| CORE CAPITAL PARTNERS K-1 OTHER DEDUCTIONS | $44,571 | $44,571 | $0 |
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 | $605,640 | $605,640 | $605,640 |
| 2017 AND 2016 MD TAX REFUNDS | $3,922 | $3,922 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURNED GRANTS | $5,181 |
| BOOK VALUE TO TAX BASIS AJUSTMENT CORE CAPITAL K-1 | $119,236 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $171,226 | $171,226 | $0 |
| CONSULTING | $20,933 | $0 | $20,933 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALDINE POLINGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 WISCONSIN AVE SUITE 100 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208254330 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $58,472 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |