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GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION (EIN 52-2102799)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201823189349101032
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T10:18:47-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522102799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GARY AND PENNIE ABRAMSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGARYBusinessNameControlTxt
Phone3019847000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 TOWER OAKS BLVD - NINTH FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208524282ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY ABRAMSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3019847000PhoneNum
Signature2018-11-14SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.46.154.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm10:04:32IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE24FB49A47F92D64EA90D0A6DB150410722E67FCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$56,633,187FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$773,318InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$772,568InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$588,714DividendsRevAndExpnssAmt
Dividends Net Invst Incm$588,714DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$590,362NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,238,435GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$590,362CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$40,409OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$40,409OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,992,803TotalRevAndExpnssAmt
Total Net Invst Incm$1,992,053TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$795LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$795LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$139AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$139AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$34,694TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,735TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$149,326OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$148,826OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$184,954TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$159,495TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,772,563ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,772,563ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,957,517TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$159,495TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,772,563TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,286ExcessRevenueOverExpensesAmt
Net Investment Income$1,832,558NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$272,356CashBOYAmt
Cash EOY$222,211CashEOYAmt
Cash EOYFMV$222,211CashEOYFMVAmt
Acct Rcvbl$114AcctRcvblAmt
Acct Rcvbl BOY$4,953AcctRcvblBOYAmt
Acct Rcvbl EOY$114AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$114AcctRcvblEOYFMVAmt
Rcvbl From Officers BOY$32,677,193RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$31,977,193RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$31,977,193RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$15,316,562CorporateStockBOYAmt
Corporate Stock EOY$16,263,923CorporateStockEOYAmt
Corporate Stock EOYFMV$21,301,648CorporateStockEOYFMVAmt
Other Investments BOY$2,772,239OtherInvestmentsBOYAmt
Other Investments EOY$2,618,545OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,132,021OtherInvestmentsEOYFMVAmt
Total Assets BOY$51,043,303TotalAssetsBOYAmt
Total Assets EOY$51,081,986TotalAssetsEOYAmt
Total Assets EOYFMV$56,633,187TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$44,799,365CapitalStockBOYAmt
Capital Stock EOY$44,802,762CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,243,938RetainedEarningBOYAmt
Retained Earning EOY$6,279,224RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$51,043,303TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,081,986TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,043,303TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,081,986TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,043,303TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,286ExcessRevenueOverExpensesAmt
Other Increases$3,397OtherIncreasesAmt
Subtotal$51,081,986SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$51,081,986TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$3,210,011$2,614,047$595,964$595,964
LT CAPITAL GAIN DISTRIBUTION$11,134$11,134$11,134P
LT GAIN/LOSS FROM FLOW THROUGH INVESTMENTS$34,026-$34,026-$34,026P
CAPITAL GAIN FROM MADDOFF DISTRIBUTION$17,290$17,290$17,290P
FieldValueIRS element (for citing)
Capital Gain Net Income$590,362CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,547,587AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$49,033,581NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031562DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,387,570AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$46,818,997NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050996DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,876,830AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$47,062,294NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039880DistributionYr3Rt
Adjusted Qlfy Distri Yr4$575,190AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$37,710,269NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.015253DistributionYr4Rt
Adjusted Qlfy Distri Yr5$100,774AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,016,154NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.008387DistributionYr5Rt
Total Distribution0.146078TotalDistributionRt
Average Distribution0.029216AverageDistributionRt
Net Vl Noncharitable Assets$54,850,601NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,602,515AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18,326NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,620,841AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,772,563QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$18,326InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,326SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,326TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,472EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$53,472TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$35,146OverpaymentAmt
Applied To ES Tax$35,146AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN RESUTEKIndividualWithBooksNm
Phone3019847000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12000 TOWER OAKS BLVD 9TH FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP208524282ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY M ABRAMSON
2000 TOWEROAKS BLVD 9TH FLOORROCKVILLEMD20852TRUSTEE-PART2.00$0$0$0
PENNIE M ABRAMSON
2000 TOWEROAKS BLVD 9TH FLOORROCKVILLEMD20852TRUSTEE-PART1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,836,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$558,328AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$35,291,216FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$55,685,889TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$55,685,889AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$835,288CashDeemedCharitableAmt
Net Vl Noncharitable Assets$54,850,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,742,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,742,530MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,326TaxBasedOnInvestmentIncomeAmt
Income Tax$52IncomeTaxAmt
Total Tax$18,378TotalTaxAmt
Distributable Before Adj$2,724,152DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,724,152DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,724,152DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,772,563ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,772,563QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$18,326PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,754,237AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,724,152DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,645,892ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$570,995ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$414,646ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,631,533TotalExcessDistributionCyovAmt
Qualifying Distributions$1,772,563QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,772,563AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$951,589ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$951,589ExcessDistributionCyovAppCYAmt
Total Corpus$1,679,944TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,679,944ExcessDistriCyovToNextYrAmt
Excess From Year3$694,303ExcessFromYear3Amt
Excess From Year2$570,995ExcessFromYear2Amt
Excess From Year1$414,646ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARY M ABRAMSONContributingManagerNm
Contributing ManagerPENNIE M ABRAMSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AISH DC
11418 OLD GEORGETOWN ROADROCKVILLEMD20852PCUNRESTRICTED FUNDS$30,000
ALEF BET MONTESORRI SCHOOL
7300 WHITTIER BLVDBETHESDAMD20817PCUNRESTRICTED FUNDS$10,000
ALS ASSOCIATION DCMDVA CHAPTER
7501 STANDISH PLROCKVILLEMD20855PCUNRESTRICTED FUNDS$7,867
ALZHEIMER'S ASSOCIATION
8180 GREENSBORO DRIVE 400MCLEANVA22101PCUNRESTRICTED FUNDS$1,033
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET SUITE 904NEW YORKNY10019PCUNRESTRICTED FUNDS$10,000
AM COMMITTEE FOR THE WEIZMANN INST OF SCIENCE
633 3RD AVENUE 20TH FLNEW YORKNY10012PCUNRESTRICTED FUNDS$300,000
AMERICAN COUNCILS FOR INTERNATIONAL EDUCATION
1828 L STREET NW SUITE 1200WASHINGTONDC20036PCUNRESTRICTED FUNDS$833
AMERICAN FRIENDS OF LUBAVITCH (CHABAD)
2110 LEROY PL NWWASHINGTONDC20008PCUNRESTRICTED FUNDS$5,000
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001PCUNRESTRICTED FUNDS$75,000
AMERICAN JEWISH COMMITTEE
1156 15TH ST NW SUITE 1201WASHINGTONDC20005PCUNRESTRICTED FUNDS$4,700
AMERICAN RED CROSS
POBOX 37839BOONEIA500370839PCUNRESTRICTED FUNDS$300
AMERICAN UNIVERSITY
PO BOX 96609WASHINGTONDC20090PCUNRESTRICTED FUNDS$205,000
AMERICAN UNIVERSITY HILLEL
4400 MASS AVENUE NWWASHINGTONDC20016PCUNRESTRICTED FUNDS$15,000
ART WORKS NOW
3711 RHODE ISLAND AVEMT RAINERMD20712PCUNRESTRICTED FUNDS$2,500
BENDER JCC OF GREATER WASHINGON
6125 MONTROSE ROADROCKVILLEMD20852PCUNRESTRICTED FUNDS$6,666
BREM FOUNDATION TO DEFEAT BREAST CANCER
PO BOX 1891PRINCE FREDERICKMD20678PCUNRESTRICTED FUNDS$10,000
BUONICONTI FOUNDATION TO CURE PARALYSIS
1095 NW 14TH TERRACEMIAMIFL33136PCUNRESTRICTED FUNDS$28,000
CANINE COMPANIONS FOR INDEPENDENCE
33581 CLIFTON FARM LANEUPPERVILLEVA20184PCUNRESTRICTED FUNDS$1,000
CASEY CARES FOUNDATION
3918 VERO ROAD SUITE CBALTIMOREMD21227PCUNRESTRICTED FUNDS$1,500
CENTER FOR ISRAEL STUDIES
4400 MASS AVENUE NWWASHINGTONDC200168180PCUNRESTRICTED FUNDS$20,000
CHABAD LUBAVITCH OF MD
11621 SEVEN LOCKS ROADPOTOMACMD20854PCUNRESTRICTED FUNDS$15,000
CHABAD LUBAVITCH OF PUERTO RICO
5900 ISAL VERDE AVE L-2 PMB 122CAROLINAPR00979PCUNRESTRICTED FUNDS$5,000
CHARLES E SMITH LIFE COMMUNITIES
6121 MONTROSE ROADROCKVILLEMD20852PCUNRESTRICTED FUNDS$2,500
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403PCUNRESTRICTED FUNDS$1,667
CHILDREN'S CHARITIES FOUNDATION
3000 K STREET NW SUITE 600WASHINGTONDC20007PCUNRESTRICTED FUNDS$1,667
CHILDREN'S HOSPITAL FOUNDATION
801 ROEDER ROAD SUITE 300SILVER SPRINGMD20910PCUNRESTRICTED FUNDS$2,360
CITY YEAR INC - WASHINGTON DC
1875 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20009PCUNRESTRICTED FUNDS$15,0001130
CLEVELAND CLINIC FOUNDATION
POBOX 931517CLEVELANDOH44195PCUNRESTRICTED FUNDS$50,000
COLOMBIA LIGHTHOUSE FOR THE BLIND
1825 K STREET NW SUITE 1103WASHINGTONDC20006PCUNRESTRICTED FUNDS$1,667
CONCUSSION LEGACY FOUNDATION
230 2ND AVENUE SUITE 200WALTHAMMA02451PCUNRESTRICTED FUNDS$1,500
CONGREGATION B'NAI TZEDEK
10621 SOUTH GLEN ROADPOTOMACMD20854PCUNRESTRICTED FUNDS$30,000
CORNERSTONE MONTGOMERY
2 TAFT COURT SUITE 200ROCKVILLEMD20850PCUNRESTRICTED FUNDS$570
DAVID LYNCH FOUNDATION
120 3RD STREET NEWASHINGTONDC20002PCUNRESTRICTED FUNDS$10,000
DC STUDENTS CONSTRUCTION TRADES FOUNDATION
401 BRANDYWINE ST NW 4TH FLOORWASHINGTONDC20016PCUNRESTRICTED FUNDS$5,000
DCBIA COMMUNITY SERVICES CORP
455 MASSACHUSETTS AVE NW SUITE 400WASHINGTONDC20001PCUNRESTRICTED FUNDS$250
ELIJAH CUMMINGS YOUTH PROGRAM IN ISRAEL
5750 OARK HEIGHTS AVEBALTIMOREMD21215PCUNRESTRICTED FUNDS$1,000
EMERGING SCHOLARS
2009 14TH STREET N SUITE ONEARLINGTONVA22201PCUNRESTRICTED FUNDS$2,500
FAMILY EQUALITY COUNCIL
PO BOX 960510BOSTONMA02196PCUNRESTRICTED FUNDS$10,000
FISHER ISLAND PHILANTHROPIC FUND
7957 FISHER ISLAND DRIVEFISHER ISLANDFL33109PCUNRESTRICTED FUNDS$25,000
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL33073PCUNRESTRICTED FUNDS$3,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
1800 M STREET NW SUITE 800SWASHINGTONDC20036PCUNRESTRICTED FUNDS$5,000
FRIENDS OF CANCER RESEARCH
1800 M STREET NW 1050 SOUTHWASHINGTONDC20036PCUNRESTRICTED FUNDS$25,000
FRIENDS OF GALILEE MEDICAL CENTER
315 MADISON AVENUE901NEW YORKNY10017PCUNRESTRICTED FUNDS$25,000
FRIENDS OF THE UWI DEVELOPMENT FUND
1819 MAIN STREET 230SARASOTAFL34236PCUNRESTRICTED FUNDS$15,000
GOLDEN NETWORK
PO BOX 10995SILVER SPRINGMD20914PCUNRESTRICTED FUNDS$3,000
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G STREET NW SUITE 480WASHINGTONDC20005PCUNRESTRICTED FUNDS$2,500
HARBOR SCHOOL
7701 BRADLEY BLVDBETHESDAMD20817PCUNRESTRICTED FUNDS$7,500
HARBOR SCHOOL PARENTS ASSOCIATION
7701 BRADLEY BLVDBETHESDAMD20817PCUNRESTRICTED FUNDS$10,000
HASBARA FELLOWSHIPS
313 W 83RD STREETNEW YORKNY10024PCUNRESTRICTED FUNDS$10,000
HEIFETZ INTERNATIONAL MUSIC INSTITUTE
PO BOX 2447STAUNTONVA24402PCUNRESTRICTED FUNDS$37,500
HISPANIC SCHOLARSHIP FUND
1411 W 190TH STREETGARDENACA90248PCUNRESTRICTED FUNDS$2,500
HOPE FOR HENRY FOUNDATION
2300 WISCONSIN AVENUE NW SUITE 100AWASHINGTONDC20007PCUNRESTRICTED FUNDS$15,000
IMAGINATION STAGE
4908 AUBURN AVENUEBETHESDAMD20814PCUNRESTRICTED FUNDS$5,000
ISRAEL GUIDE DOG CENTER FOR THE BLIND
968 EASTON ROAD SUITE HWARRINGTONPA18976PCUNRESTRICTED FUNDS$20,000
JEWISH COMMUNITY RELATIONS COUNCIL
6101 MONTROSE ROAD 205ROCKVILLEMD20852PCUNRESTRICTED FUNDS$20,000
JEWISH FEDERATION FOR GREATER HOUSTON
5603 SOUTH BREASWOOD BLVDHOUSTONTX77096PCUNRESTRICTED FUNDS$10,000
JEWISH FEDERATION OF GREATER WASHINGON
6101 EXECUTIVE ROAD SUITE 100ROCKVILLEMD20852PCUNRESTRICTED FUNDS$83,333
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE ROAD SUITE 100ROCKVILLEMD20852PCUNRESTRICTED FUNDS$20,000
JEWISH NATIONAL FUND
42ND EAST 19TH STREETNEW YORKNY10021PCUNRESTRICTED FUNDS$8,333
JEWISH WOMEN INTERNATIONAL
1129 20TH STREET NW SUITE 801WASHINGTONDC20036PCUNRESTRICTED FUNDS$2,500
JUNIOR ACHIEVEMENT
1050 17TH STREET 750WASHINGTONDC20036PCUNRESTRICTED FUNDS$5,000
JUVENILE DIABETES RESEARCH FOUNDATION
1400 K STREET NW725WASHINGTONDC20005PCUNRESTRICTED FUNDS$1,667
KEMPTOWN ELEMENTARY PTA
1900 CAMPUS COMMONS DRIVE SUITE 100RESTONVA20191PCUNRESTRICTED FUNDS$250
KOMEN WASHINGTON DC RACE FOR THE CURE
PO BOX 955291DALLASTX75395PCUNRESTRICTED FUNDS$2,700
LEUKEMIA & LYMPHOMA SOCIETY
3601 EISENHOWER AVENUE SUITE 450ALEXANDRIAVA22304PCUNRESTRICTED FUNDS$200
LONE SOLDIER CENTER
1500 BROADWAY SUITE 903NEW YORKNY10036PCUNRESTRICTED FUNDS$2,500
MADDUX SCHOOL
11614 SEVEN LOCKS ROADROCKVILLEMD20854PCUNRESTRICTED FUNDS$8,000
MARYLAND HISPANIC GALA FUND
POBOX 4162ROCKVILLEMD20849PCUNRESTRICTED FUNDS$666
MCDONOGH SCHOOL
8600 MCCONOUGH ROADOWING MILLSMD21117PCUNRESTRICTED FUNDS$400
MCPS EDUCATIONAL FOUNDATION
850 HUNGERFORD DRIVE ROOM 149ROCKVILLEMD20850PCUNRESTRICTED FUNDS$10,000
MEDSTAR NATIONAL REHABILIATION NETWORK
102 IRVING STREET NWWASHINGTONDC20010PCUNRESTRICTED FUNDS$50,000
MESIVTA NE'IMUS HATORAH
6104 PARK HEIGHTS AVENUEBALTIMOREMD21215PCUNRESTRICTED FUNDS$10,000
MIAMI MUSIC PROJECT
1300 BISCAYNE BLVDMIAMIFL33132PCUNRESTRICTED FUNDS$1,000
MICHAEL MOSIER DEFEAT DIPG FDTN
POBOX 34277BETHESDAMD20827PCUNRESTRICTED FUNDS$25,000
MONTGOMERY HOSPICE
1355 PICCARD DRIVE 100ROCKVILLEMD20850PCUNRESTRICTED FUNDS$1,667
NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN
CHARLES B WANG INTERNATIONALALEXANDRIAVA223143175PCUNRESTRICTED FUNDS$20,500CHILDRENS BUILDING 699 PRINCE STREE
NATURAL RESOURCES DEFENSE COUNCIL
1152 15TH STREET NW 300WASHINGTONDC20005PCUNRESTRICTED FUNDS$5,000
NORWOOD SCHOOL
8821 RIVER ROADBETHESDAMD20817PCUNRESTRICTED FUNDS$6,220
NOURISH NOW
1111 TAFT STREETROCKVILLEMD20850PCUNRESTRICTED FUNDS$9,600
OPERATION EMBRACE
350-C FORTUNE TERRACE PBB 209POTOMACMD20854PCUNRESTRICTED FUNDS$10,000
PEABODY INSTITUTE
1 EAST MOUNT VERNON PLACEBALTIMOREMD21202PCUNRESTRICTED FUNDS$20,000
PEF ISRAEL ENDOWMENT FUNDS
630 THRID AVENUE 1501NEW YORKNY10017PCUNRESTRICTED FUNDS$10,000
PROJECT MEDISHARE
8260 NE 2ND AVENUEMIAMIFL33138PCUNRESTRICTED FUNDS$28,000
RACE FOR HOPE DC
1717 RHODE ISLAND AVENUE NW SUITEWASHINGTONDC20036PCUNRESTRICTED FUNDS$5,000700
ROUND HOUSE THEATRE
4545 EAST WEST HIGHWAYBETHESDAMD20814PCUNRESTRICTED FUNDS$5,000
SAVE A CHILD'S HEART
PO BOX 59172POTOMACMD20859PCUNRESTRICTED FUNDS$10,000
SHARE & CARE COCKAYNE SYNDROME
PO BOX 282WATERFORDVA20197PCUNRESTRICTED FUNDS$25,000
SLABODKA YESHIVA
933 50TH STREETBROOKLYNNY11219PCUNRESTRICTED FUNDS$100
SO WHAT ELSE INC
ONE PRESERVE PARKWAY SUITE 150ROCKVILLEMD20852PCUNRESTRICTED FUNDS$10,000
SOS INTERNATIONAL
10820 WILLOW RUN COURTPOTOMACMD20854PCUNRESTRICTED FUNDS$25,000
STRATHMORE HALL FOUNDATOIN
4701 29TH PLACE NWWASHINGTONDC20008PCUNRESTRICTED FUNDS$4,450
STRATHMORE HALL FOUNDATION
4701 29TH PLACE NWWASHINGTONDC20008PCUNRESTRICTED FUNDS$1,000
SUBURBAN HOSPITAL FOUNDATION
8600 OLD GEORGETOWN ROADBETHESDAMD20814PCUNRESTRICTED FUNDS$100,000
SUNFLOWER BAKERY
8507 ZIGGY LANEGAITHERSBURGMD20877PCUNRESTRICTED FUNDS$1,000
TAKE STOCK IN CHILDREN
3000 NE 30TH PLACE SUITE 409FORT LAUDERDALEFL33306PCUNRESTRICTED FUNDS$500
TORAH SCHOOL OF GREATER WASHTINGTON
2010 LINDEN LANESILVER SPRINGMD20910PCUNRESTRICTED FUNDS$10,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20090PCUNRESTRICTED FUNDS$55,333
WASHINGTON DC POLICE FOUNDATION
1156 15TH STREET NW SUITE 600WASHINGTONDC20005PCUNRESTRICTED FUNDS$733
WASHINGTON NATIONALS DREAM FOUNDATION
1500 S CAPITOL STREET SEWASHINGTONDC20003PCUNRESTRICTED FUNDS$26,500
WASHINGTON NATIONALS YOUTH BASEBALL ACADEMY
1500 SOUTH CAPITAL STREET SEWASHINGTONDC20003PCUNRESTRICTED FUNDS$11,667
WASHINGTON PROJECT FOR THE ARTS
2124 8TH STREET NWWASHINGTONDC20001PCUNRESTRICTED FUNDS$1,664
YOUNG CONCERT ARTISTS
1776 BROADWAY SUITE 1500NEW YORKNY10019PCUNRESTRICTED FUNDS$2,500
YOUTH ART FOR HEALING
POBOX 30183BETHESDAMD20824PCUNRESTRICTED FUNDS$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,772,563TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$773,318ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$588,714ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,409ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$590,362ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,992,803ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,992,803TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING EXPENSESCategoryTxt
Amt$139Amt
Net Investment Income$139NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$16,263,923EOYBookValueAmt
EOYFMV$21,301,648EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN PARTNERSHIPAT COST$2,366,045$2,879,521
STATE OF ISRAEL BONDSAT COST$252,500$252,500

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$795LegalFeesAmt
Net Investment Income$795NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$78,066$78,066$0
BROKER FEES$70,760$70,760$0
NON DEDUCTIBLE EXPENSES$500$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFROM PASS-THROUGH ENTITIESDesc
Revenue And Expenses Per Books$40,409RevenueAndExpensesPerBooksAmt
Net Investment Income$40,409NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE TO FUND BALANCEDesc
Amt$3,397Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$9,735$9,735$0
TAXES AND LICENSES$24,959$0$0