CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201833129349100103
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees 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 | 2018-11-08T07:38:29-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526047536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARL M FREEMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 2404533000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE NO 1100 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE L FREEMAN | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 2404533000 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.103.231.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 08:38:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4FA38BE9C690C82C721A5060F87FC7588CB81F81 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D31143E05F356F1ED32FD3554BCC3B2CA226BB0E | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,069,317 | 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 | $1,326,235 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $306 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $306 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $848,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $848,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,592,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,464,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,592,952 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$16,848 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$279 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,750,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,441,300 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $189,421 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $189,421 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $116,671 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $116,671 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,914 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,914 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $132,576 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $132,576 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $261,816 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $258,142 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,674 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,754 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $52,628 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $25,554 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,554 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,162 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,162 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,887 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,096 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $887,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $557,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,638,364 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,638,364 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,525,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,196,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,224,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,172,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,208,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,881,346 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,881,346 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,351 | AcctRcvblAmt |
| Acct Rcvbl BOY | $444 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,351 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,351 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $174,268 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $160,326 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $160,326 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $959,877 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,078,742 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,078,742 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,064,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,992,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,992,834 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,718,404 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,016,095 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,016,095 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,437,907 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,070,764 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,070,764 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,748,545 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $886,686 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,892,125 | LandBOYAmt |
| Land EOY | $4,861,859 | LandEOYAmt |
| Land EOYFMV | $4,861,859 | LandEOYFMVAmt |
| Total Assets BOY | $49,455,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,069,317 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,069,317 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,672 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,162 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,672 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,162 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $49,449,836 | UnrestrictedBOYAmt |
| Unrestricted EOY | $54,048,155 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,449,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,048,155 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,455,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,069,317 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,449,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,224,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,373,340 | OtherIncreasesAmt |
| Subtotal | $54,048,155 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,048,155 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2016-12-31 | 2017-12-31 | $9,275,738 | $7,871,638 | $1,404,100 | $1,404,100 |
| CAPITAL GAIN DISTRIBUTION | P | 2016-12-31 | 2017-12-31 | $188,852 | $188,852 | $188,852 | |
| P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,592,952 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,623,989 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,451,447 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038255 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,308,681 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,288,921 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,960,033 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,131,243 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070257 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,192,314 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,041,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122584 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,019,723 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,247,507 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104934 | DistributionYr5Rt |
| Total Distribution | 0.366976 | TotalDistributionRt |
| Average Distribution | 0.073395 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,905,795 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,369,256 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,725 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,390,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,196,332 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,450 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,450 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,522 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,522 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,928 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | WWW.CARLFREEMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNADETTE M DOWLING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3024366241 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31556 WINTERBERRY PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE L FREEMAN | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | CHAIRMAN/PRESIDENT | 14.00 | $110,192 | $3,877 | $0 |
| PATTI GRIMES | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | EXECUTIVE DIRECTOR | 20.00 | $79,229 | $9,565 | $0 |
| CHRISTINE A SHREVE | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | SECRETARY/DIRECTOR | 4.00 | $3,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRONFMAN E L ROTHSCHILD | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT FEES | $104,326 |
| HOGAN LOVELLS US LLP | |||||
| COLUMBIA SQUARE 555 13TH STREET NW | WASHINGTON | DC | 20004 | LEGAL | $88,584 |
| CHEVY CHASE BANK | |||||
| 7501 WISCONSIN AVE 1500W | BETHESDA | MD | 20814 | INVESTMENT FEES | $86,111 |
| JP MORGAN | |||||
| 800 CONNECTICUT AVE NW 950 | WASHINGTON | DC | 20006 | INVESTMENT FEES | $65,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,263,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,341,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,604,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,604,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $699,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,905,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,295,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,295,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,450 | TotalTaxAmt |
| Distributable Before Adj | $2,251,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,251,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,251,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,196,332 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,196,332 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,196,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,251,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,066,962 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,905,761 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $898,253 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $3,870,976 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,196,332 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,196,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $55,508 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,508 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,815,468 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,011,454 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,804,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,905,761 | ExcessFromYear4Amt |
| Excess From Year3 | $898,253 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATTI GRIMES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31556 WINTERBERRY PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3024363003 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOLLOWING RESTRICTIONS APPLY TO APPLICANTS: - APPLICANTS MUST BE AN IRS-RECOGNIZED 501(C)(3) TAX-EXEMPT, NONPROFIT ORGANIZATION IN GOOD STANDING, OR A PUBLIC AGENCY SPECIFICALLY SERVING THE RESIDENTS OF THE FUNDING AREA. - APPLICANTS APPLYING IN MONTGOMERY COUNTY, MD, MUST HAVE AN ANNUAL OPERATING BUDGET OF $750,000 OR LESS AND BE BASED IN MONTGOMERY COUNTY, MD. - APPLICANTS APPLYING IN SUSSEX COUNTY, DE, MUST HAVE AN ANNUAL OPERATING BUDGET OF $500,000 OR LESS AND BE BASED IN SUSSEX COUNTY, DE. NO GRANTS WILL BE DISTRIBUTED TO: - INDIVIDUALS - POLITICAL ASSOCIATIONS OR CANDIDATES - ORGANIZATIONS THAT WOULD DISBURSE FUNDING TO OTHER ORGANIZATIONS - ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, SEXUAL ORIENTATION, AGE, RELIGION, DISABILITY OR NATIONAL ORIGIN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARON'S ACRES | ||||||||
| 1861 CHARTER LANE SUITE 114 | LANCASTER | PA | 17601 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| ADVENTIST COMM SVS OF GREATER WASHINGTON | ||||||||
| 501 SLIGO AVENUE | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 | |
| ART LEAGUE OF OCEAN CITY INC | ||||||||
| PO BOX 3503 | OCEAN CITY | MD | 21843 | NONE | PUBLIC CHARITY | ARTS | $250 | |
| ASPIRE COUNSELING | ||||||||
| 16220 FREDERICK RD SUITE 502 | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| ATLANTIC GENERAL HOSPITAL | ||||||||
| 9733 HEALTHWAY DRIVE | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | HEALTH | $1,500 | |
| ATTACK ADDICTION FOUNDATION | ||||||||
| 75 CARAVEL DRIVE | BEAR | DE | 19701 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| BABY'S BOUNTY INC | ||||||||
| PO BOX 1144 | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| B-CC ROTARY FOUNDATION | ||||||||
| ATTN TRACY MILLER 9401 OLD | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | GEORGETOWN ROAD |
| BELIEVE IN TOMORROW CHILDREN'S FDTN-BALT | ||||||||
| 6601 FREDERICK ROAD | BALTIMORE | MD | 21228 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| BERLIN INTERMEDIATE SCHOOL | ||||||||
| 309 FRANKLIN AVENUE | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | EDUCATION | $2,310 | |
| BOONSBORO FREE LIBRARY | ||||||||
| PO BOX 174 | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | EDUCATION | $1,200 | |
| BOYS & GIRLS CLUBS OF DELAWARE | ||||||||
| 101 DELAWARE VETERANS BLVD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,500 | |
| BRANDYWINE VALLEY SPCA | ||||||||
| GEORGETOWN ANIMAL HEALTH CENTER | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | 22918 DUPONE BLVD |
| BYTE BACK INC | ||||||||
| 899 N CAPITOL ST SUITE 850 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| CAFE SUNFLOWER & BAKERY | ||||||||
| 6101 EXECUTIVE BLVD SUITE 100 | N BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| CAL RIPKEN SR FOUNDATION | ||||||||
| 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| CAPE HENLOPEN FOOD BASKET | ||||||||
| PO BOX 168 | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| CATHOLIC COALITION FOR SPECIAL EDUCATION | ||||||||
| 10400 CONNECTICUT AVE SUITE 603 | KENSINGTON | MD | 20895 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| CENTER FOR THE INLAND BAYS | ||||||||
| 39375 INLET ROAD | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | ENVIRONMENT | $6,100 | |
| CLOTHING OUR KIDS | ||||||||
| 26582 JOHN J WILLIAMS HWY 2 | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,000 | |
| COLON CANCER ALLIANCE | ||||||||
| 1025 VERMONT AVE NW 1066 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | HEALTH | $21,000 | |
| COMMUNITY FOUNDATION FOR MONT COUNTY | ||||||||
| PO BOX 10231 | ROCKVILLE | MD | 20849 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $22,000 | |
| COMMUNITY FOUNDATION FOR NANTUCKET (THE) | ||||||||
| PO BOX 568 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100,000 | |
| COMMUNITY MINISTRIES OF ROCKVILLE | ||||||||
| 1010 GRANDLIN AVE SUITE A1 | ROCKVILLE | MD | 20851 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| COVER | ||||||||
| KEITH P GARLAND MEMORIAL FUND PO | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | BOX 1284 |
| DC DIAPER BANK | ||||||||
| 1532 A ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 | |
| DE ALLIANCE FOR NONPROFIT ADVANCEMENT | ||||||||
| 100 W 10TH STREET SUITE 1012 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||||
| 100 W 10TH ST SUITE 209 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | HEALTH | $4,000 | |
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| 100 WEST 10TH ST SUITE 115 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| DELAWARE HUMANE ASSOCIATION | ||||||||
| 18675 COASTAL HIGHWAY | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DELAWARE SPORTS COMMISSION | ||||||||
| 99 KINGS HIGHWAY | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| DELAWARE STATE UNIVERSITY FOUNDATION | ||||||||
| 1200 N DUPONT HIGHWAY | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| DELAWARE TECHNICAL & COMMUNITY COLLEGE | ||||||||
| 21179 COLLEGE DRIVE | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $15,100 | |
| DEL-MAR-VA COUNCIL BSA | ||||||||
| 31901 TRI-COUNTY WAY SUITE 118 | SALISBURY | MD | 21804 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DFRC INC | ||||||||
| ATTN TONY GLENN 640 PLAZA DRIVE | NEWARK | DE | 19702 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DIAKONIA INC | ||||||||
| 12747 OLD BRIDGE ROAD | OCEAN CITY | MD | 21842 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DO IT FOR THE LOVE | ||||||||
| 360 GRAND AVENUE 350 | OAKLAND | CA | 94510 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| EASTER SEALS SERVING MDDCVA | ||||||||
| 1420 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 | |
| FESTIVAL OF CHEER INC | ||||||||
| PO BOX 529 | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| FOOD BANK OF DELAWARE | ||||||||
| 1040 MATTLIND WAY | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| FOUNDATION FOR DELMAR EDUCATION-THE | ||||||||
| 200 N 8TH STREET | DELMAR | MD | 19940 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| FRANKLIN E WIMP HAMBURG GOLF MEMORIAL | ||||||||
| ATTN CHRISTI WEAVER 8 KNODE CIRCLE | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| FRIENDS OF THE SELBYVILLE PUBLIC LIBRARY | ||||||||
| PO BOX 31 | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $300 | |
| FUTURE LINK INC | ||||||||
| 401 N WASHINGTON ST SUITE 100 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | OFFICE 126 |
| GW CARVER ACADEMY | ||||||||
| 30207 FRANKFORD SCHOOL ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| GEORGETOWN UNIVERSITY-MSB | ||||||||
| 37 AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PUBLIC CHARITY | EDUCATION | $29,500 | |
| GIRLS ON THE RUN DELAWARE INC | ||||||||
| 615 WEST 18TH STREET | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| GLOBAL GOOD FUND | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $60,000 | |
| GREAT AND SMALL | ||||||||
| 17320 MOORE RD | BOYDS | MD | 20841 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| HARRY K FOUNDATION | ||||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 | |
| HEROES INC | ||||||||
| 1200 29TH ST NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| HOLTON-ARMS SCHOOL INC | ||||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| HOME OF THE BRAVE FOUNDATION INC | ||||||||
| 6632 SHARPS ROAD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| HOPE FOR PAWS | ||||||||
| 8950 W OLYMPIC BLVD 525 | LOS ANGELES | CA | 90211 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| HOPE MARIETTA FOUNDATION | ||||||||
| 220 EAST 42ND STREET 27TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HEALTH | $3,000 | |
| HOSPICE CARING INC | ||||||||
| 518 SOUTH FREDERICK AVENUE | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| HOWARD T ENNIS SCHOOL (THE) | ||||||||
| 20346 ENNIS ROAD | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| IMMANUEL SHELTER INC | ||||||||
| 17601 COASTAL HWY UNIT 11 431 | NASSAU | DE | 19969 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 | |
| IN HONOR OF HER | ||||||||
| PO BOX 855 | OLNEY | MD | 208300855 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| INDIAN RIVER SCHOOL DISTRICT | ||||||||
| 31 HOSIER STREET | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $3,200 | |
| INDIAN RIVER SOCCER CLUB | ||||||||
| 32221 GUN ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| JAMES BEARD FOUNDATION | ||||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |
| JEWISH COMM CENTER OF GREATER WASHINGTON | ||||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 208524857 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||
| 6101 EXECUTIVE BLVD SUITE 100 | N BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $60,000 | |
| JOHN M CLAYTON ELEMENTARY SCHOOL | ||||||||
| 252 CLAYTON AVENUE | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| JOSEPH JEFFREY STEIN III FOUNDATION | ||||||||
| 1 GRENOBLE PLACE | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| JOSHUA M FREEMAN FOUNDATION INC | ||||||||
| 31556 WINTERBERRY PARKWAY | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | ARTS | $653,000 | |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON | ||||||||
| 1050 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| KEEN GREATER DC | ||||||||
| PO BOX 341590 | BETHESDA | MD | 20827 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| KENNEDY CENTER (THE) | ||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PUBLIC CHARITY | ARTS | $50,000 | |
| KENT-SUSSEX INDUSTRIES INC | ||||||||
| 301 NORTH REHOBOTH BOULEVARD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| LA ESPERANZA | ||||||||
| 216 NORTH RACE STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $6,000 | |
| LANDON SCHOOL | ||||||||
| 6101 WILSON LANE | BETHESDA | MD | 208173199 | NONE | PUBLIC CHARITY | EDUCATION | $32,500 | |
| LEADERSHIP MONTGOMERY | ||||||||
| 5910 EXECUTIVE BLVD ST 200 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY-VA | ||||||||
| 3601 EISENHOWER AVE SUITE 450 | ALEXANDRIA | VA | 22304 | NONE | PUBLIC CHARITY | HEALTH | $500 | |
| LIFE WITH CANCER | ||||||||
| C/O SHAPIRO LIFSCHITZ SCHRAM 1742 N | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | ST NW |
| LIONS CLUB OF OLNEY FOUNDATION | ||||||||
| ATTN MIKE FEKETE 2705 GOLD MINE RD | BROOKVILLE | MD | 20833 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| LITERACY DELAWARE INC | ||||||||
| PO BOX 2083 | WILMINGTON | DE | 198992083 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 | |
| LITTLE LEAGUE BASEBALL INC | ||||||||
| ATTN MARTIN DONOVAN 105 SPICER ST | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $20,000 | |
| LYME DISEASE ASSOCIATION OF DELMARVA | ||||||||
| PO BOX 5360 | SALISBURY | MD | 21802 | NONE | PUBLIC CHARITY | HEALTH | $2,850 | |
| MENTORPRIZE | ||||||||
| 7979 OLD GEORGETOWN RD 10TH FLOOR | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| MERR INSTITUTE | ||||||||
| 801 PILOTTOWN ROAD | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | ENVIRONMENT | $1,000 | |
| METROPOLITAN WASHINGTON EAR | ||||||||
| 12061 TECH ROAD | SILVER SPRING | MD | 20904 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| MIDDLEBURG FILM FESTIVAL | ||||||||
| PO BOX 1566 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC CHARITY | ARTS | $10,000 | |
| MONTGOMERY COLLEGE FOUNDATION | ||||||||
| 9221 CORPORATE BLVD 3RD FLOOR | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| MONTGOMERY COUNTY BEEF 4-H CLUB | ||||||||
| 5925 DAMASCUS ROAD | LAYTONSVILLE | MD | 20882 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $16,093 | |
| MONTGOMERY COUNTY POLICE FOUNDATION | ||||||||
| 16501 SHADY GROVE ROAD | GAITHERSBURG | MD | 20898 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| MONTGOMERY COUNTY SHEEP & SWINE 4-H CLUB | ||||||||
| PO BOX 416 | BARNESVILLE | MD | 20838 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,880 | |
| MONUMENTAL SPORTS & ENT FOUNDATION | ||||||||
| 627 NORTH GLEBE ROAD SUITE 850 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| MOST BLESSED SACRAMENT SCHOOL | ||||||||
| 11242 RACETRACK ROAD | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | EDUCATION | $555 | |
| MUSIC FOR RELIEF | ||||||||
| C/O GELFAND RENNERT FELDMAN LLP | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | ARTS | $1,000 | 1880 CENTURY PARK E 1600 |
| NATIONAL CIVIL RIGHTS MUSEUM | ||||||||
| 450 MULBERRY STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | ARTS | $15,000 | |
| NATIONAL WOMEN'S HISTORY MUSEUM | ||||||||
| 1250 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| NEW HOPE REC AND DEVELOPMENT CTR INC | ||||||||
| 12564 NORTH OLD STATE ROAD | ELLENDALE | DE | 199412820 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| NORTH GEORGETOWN ELEMENTARY SCHOOL | ||||||||
| 664 N BEDFORD STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| NOURISH NOW | ||||||||
| 1111 TAFT STREET | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 | |
| OOTM BOOSTERS | ||||||||
| AUDREY CAREY IRSC EDUCATIONAL | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | COMPLEX |
| OUR HOUSE INC | ||||||||
| 19715 ZION ROAD | BROOKVILLE | MD | 20833 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| PATHWAYS TO SUCCESS INC | ||||||||
| 231 S RACE STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $6,000 | |
| PEOPLES PLACE II INC | ||||||||
| 1129 AIRPORT ROAD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| PREVENT CANCER FOUNDATION | ||||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| PRIMEROS PASOS INC | ||||||||
| PO BOX 1003 | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $600 | |
| PULMONARY HYPERTENSION ASSOCIATION | ||||||||
| 801 ROEDER ROAD SUITE 1000 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| RAINBOW PLACE SHELTER FOR HOMELESS WOMEN | ||||||||
| ROCKVILLE PRESBYTERIAN CHURCH 215 W | ROCKVILLE | MD | 208502804 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | MONTGOMERY AVE |
| READ ALOUD DELAWARE | ||||||||
| 108 N BEDFORD STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| RED WIGGLER FOUNDATION INC | ||||||||
| PO BOX 968 | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| ROXANA FIRE COMPANY | ||||||||
| 35943 ZION CHURCH ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| SALVATION ARMY | ||||||||
| 215 E VINE STREET | SALISBURY | MD | 21804 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| SCOTLAND STORM COMMUNITY DEVELOPMENT INC | ||||||||
| 8516 BEECH TREE ROAD | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| SEAFORD HIGH SCHOOL | ||||||||
| 399 MARKET STREET | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| SELBYVILLE MIDDLE SCHOOL | ||||||||
| 80 BETHANY ROAD | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| SHERWOOD HS WARRIOR CLUB | ||||||||
| 300 OLNEY-SANDY SPRING ROAD | SANDY SPRING | MD | 20860 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| SNOW HILL MIDDLE SCHOOL | ||||||||
| 522 COULBOURNE LANE | SNOW HILL | MD | 21863 | NONE | PUBLIC CHARITY | EDUCATION | $444 | |
| SOUTHERN SUSSEX ROTARY CLUB | ||||||||
| PO BOX 92 | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,100 | |
| SPECIAL OLYMPICS MARYLAND INC MC | ||||||||
| 10204 COLEBROOK AVENUE | POTOMAC | MD | 20854 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| ST ANN'S - VIC DANCE | ||||||||
| 691 GARFIELD PARKWAY | BETHANY BEACH | DE | 19930 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $400 | |
| ST MARY'S COLLEGE OF MARYLAND FOUNDATION | ||||||||
| 18952 E FISHER RD | ST MARYS CITY | MD | 20686 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| STRATHMORE HALL FOUNDATION INC | ||||||||
| 5301 TUCKERMAN LANE | N BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | ARTS | $10,000 | |
| SURFERS HEALING FOUNDATION INC | ||||||||
| PO BOX 1267 | SAN JUAN CAPISTRANO | CA | 92693 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| THEARC | ||||||||
| 1901 MISSISSIPPI AVE SUITE 101 | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | ARTS | $41,016 | |
| TRINITY FOUNDATION | ||||||||
| PO BOX 1620 | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,716 | |
| UNIVERSITY OF MARYLAND FOUNDATION (THE) | ||||||||
| 6500 ROCK SPRINGS DRIVE SUITE 200 | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| UP SIDE OF DOWNS (THE) | ||||||||
| 6533-B BRECKSVILLE RD | INDEPENDENCE | OH | 44131 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| WEST SIDE NEW BEGINNINGS INC | ||||||||
| 19801 NORWOOD STREET | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| WILDERNESS LEADERSHIP AND LEARNING INC | ||||||||
| 1758 PARK RD NW | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| WINCHESTER THURSTON SCHOOL | ||||||||
| 555 MOREWOOD AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| WOODWORKERS FOR CHILDREN CHARITY INC | ||||||||
| 21 WILD HUNT CT | LAYTONSVILLE | MD | 20882 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 | |
| WORCESTER COUNTY HUMANE SOCIETY INC | ||||||||
| 12330 EAGLES NEST ROAD | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| WORCESTER YOUTH & FAMILY COUNSELING SVS | ||||||||
| PO BOX 925 | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| ZOE MINISTRIES INC | ||||||||
| PO BOX 26 | GREENWOOD | DE | 19950 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,638,364 | 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 | $306 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $848,321 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,592,952 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$16,569 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$279 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$16,569 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,441,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,424,731 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREEMAN FOUNDATION CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O EARL COLSON TRUSTEE ARENT FOX L | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,326,235 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,016,095 | EOYBookValueAmt |
| EOYFMV | $9,016,095 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $20,992,834 | EOYBookValueAmt |
| EOYFMV | $20,992,834 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,078,742 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,078,742 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $8,992,927 | $8,992,927 |
| LP/LLC INVESTMENTS | FMV | $263,428 | $263,428 |
| CONGRESSIONAL BANK STOCK | FMV | $2,457,359 | $2,457,359 |
| CSV - KEYMAN INSURANCE POLICY | FMV | $1,357,050 | $1,357,050 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $132,576 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $132,576 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $3,100 | $0 | $3,100 |
| INSURANCE | $12,449 | $0 | $12,449 |
| TELEPHONE | $2,012 | $0 | $2,012 |
| POSTAGE AND DELIVERY | $272 | $0 | $272 |
| WEBSITE MAINTENANCE | $1,268 | $0 | $1,268 |
| LICENSES AND FEES | $134 | $0 | $134 |
| GRANT & PROGRAM RELATED EXP | $15,033 | $0 | $15,033 |
| OFFICE EXPENSES | $4,817 | $0 | $4,818 |
| BANK FEES | $10 | $0 | $10 |
| K-1 EXPENSES | $2,676 | $3,887 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY BUSINESS INCOME | $0 | -$279 | $0 |
| K-1 INCOME | -$16,848 | -$16,848 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,373,340 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $258,142 | $258,142 | $0 |
| CONSULTING | $3,674 | $0 | $3,674 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $9,456 | $0 | $0 |
| FOREIGN TAX | $6,754 | $6,754 | $0 |