CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201723179349100537
- Schema version
- 2016v3.0
- 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 | 2017-11-13T09:42:30-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-13 | 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 | 2017-11-13 | IPDt |
| IP Tm | 10:42:06 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1C84E1F40D0AB4F75A6C29AABE8087358D4F1C89 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,455,508 | 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 | $1,326,725 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $759 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $759 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $770,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $770,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$281,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,267,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,612 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,162 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,849,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $775,408 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $183,503 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $183,503 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $113,131 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $113,131 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,160 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,160 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,023 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $37,994 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,029 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $375,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $245,985 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $130,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,903 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $89,938 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $29,182 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $29,182 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,538 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,538 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $93 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $93 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,557 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,865 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,033,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $302,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $574,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,049,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,049,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,082,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $302,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,623,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $472,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,571,413 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,208,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,208,466 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $444 | AcctRcvblAmt |
| Acct Rcvbl EOY | $444 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $444 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $188,459 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $174,268 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $174,268 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,009,606 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $959,877 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $959,877 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,395,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,064,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,064,017 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,035,864 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,718,404 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,718,404 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,588,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,437,907 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,437,907 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,726,183 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $834,058 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,039,986 | LandBOYAmt |
| Land EOY | $4,892,125 | LandEOYAmt |
| Land EOYFMV | $4,892,125 | LandEOYFMVAmt |
| Total Assets BOY | $47,828,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,455,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,455,508 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,565 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,672 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,565 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,672 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $47,823,389 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,449,836 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,823,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,449,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,828,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,455,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,823,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,859,868 | OtherIncreasesAmt |
| Subtotal | $49,449,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,449,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 | 2015-12-31 | 2016-12-31 | $7,190,116 | $7,549,040 | -$358,924 | -$358,924 |
| CAPITAL GAIN DISTRIBUTION | P | 2015-12-31 | 2016-12-31 | $77,818 | $77,818 | $77,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$281,106 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,308,681 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,288,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030946 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,960,033 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,131,243 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070257 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,192,314 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,041,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122584 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,019,723 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,247,507 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104934 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,137,106 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,908,695 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126391 | DistributionYr5Rt |
| Total Distribution | 0.455112 | TotalDistributionRt |
| Average Distribution | 0.091022 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $42,451,447 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,864,016 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,727 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,868,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,623,989 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,519 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,519 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,066 | OverpaymentAmt |
| Applied To ES Tax | $26,066 | 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 | 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 WINTERBUERRY 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 | $106,571 | $4,403 | $0 |
| CHRISTINE A SHREVE | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | TREASURER/TRUSTEE | 4.00 | $0 | $0 | $0 |
| PATTI GRIMES | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | EXECUTIVE DIRECTOR | 28.00 | $76,932 | $9,169 | $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 | $103,303 |
| CHEVY CHASE BANK | |||||
| 7501 WISCONSIN AVE 1500W | BETHESDA | MD | 20814 | INVESTMENT FEES | $78,267 |
| JP MORGAN | |||||
| 800 CONNECTICUT AVE NW 950 | WASHINGTON | DC | 20006 | INVESTMENT FEES | $64,253 |
| HOGAN LOVELLS US LLP | |||||
| COLUMBIA SQUARE 555 13TH STREET NW | WASHINGTON | DC | 20004 | LEGAL | $55,619 |
| 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 | $40,672,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,425,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,097,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,097,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $646,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,451,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,122,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,122,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,453 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,698 | IncomeTaxAmt |
| Total Tax | $11,151 | TotalTaxAmt |
| Distributable Before Adj | $2,111,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,111,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,111,421 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,623,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,623,989 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,623,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,111,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,309,273 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,066,962 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,905,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $898,253 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,180,249 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,623,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,623,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $487,432 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $487,432 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,692,817 | 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 | $821,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,870,976 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,066,962 | ExcessFromYear4Amt |
| Excess From Year3 | $1,905,761 | ExcessFromYear3Amt |
| Excess From Year2 | $898,253 | ExcessFromYear2Amt |
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 (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE | ||||||||
| 9159-C BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| ALI GHAN SHRINE | ||||||||
| 13100 ALI GHAN ROAD PO BOX 1416 | CUMBERLAND | MD | 21502 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1845 MASSACHUSETTS AVENUE | MCLEAN | VA | 22101 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| ART THERAPY EXPRESS PROGRAM INC | ||||||||
| PO BOX 1661 | HOCKESSIN | DE | 19707 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| ASHLAND PUBLIC LIBRARY | ||||||||
| 1233 CENTRE STREET | ASHLAND | PA | 17921 | NONE | PUBLIC CHARITY | EDUCATION | $100 | |
| ATLANTIC GENERAL HOSPITAL | ||||||||
| 9733 HEALTHWAY DRIVE | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| B-CC ROTARY FOUNDATION | ||||||||
| 9401 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| BELIEVE IN TOMORROW CHILDREN'S FDTN-BALT | ||||||||
| 6601 FREDERICK ROAD | BALTIMORE | MD | 21228 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| BERLIN INTERMEDIATE SCHOOL | ||||||||
| 309 FRANKLIN AVENUE | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | EDUCATION | $1,764 | |
| BOYS & GIRLS CLUBS OF DELAWARE | ||||||||
| 101 DELAWARE VETERANS BLVD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| CAFE SUNFLOWER & BAKERY | ||||||||
| 6101 EXECUTIVE BLVD | N BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| CASA OF MONTGOMERY COUNTY | ||||||||
| 1010 GRANDIN AVENUE SUITE B-3 | ROCKVILLE | MD | 208511341 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| CASA FRIENDS OF SUSSEX | ||||||||
| PO BOX 304 | MILTON | DE | 19968 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| CHARITY WORKS | ||||||||
| 1201 15 ST NW SUITE 420 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $35,000 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | ENVIRONMENT | $5,000 | |
| CIRCLE OF HOPE THERAPEUTIC RIDING INC | ||||||||
| 22500 WEST HARRIS ROAD PO BOX 463 | BARNESVILLE | MD | 208380463 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| CITY DANCE | ||||||||
| 1111 16TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | ARTS | $2,500 | |
| CIVIC NATION | ||||||||
| 1120 G ST NW 990 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 | |
| CLOTHING OUR KIDS | ||||||||
| 26582 JOHN J WILLIAMS HIGHWAY | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| COMMUNITY FOUNDATION IN MONTGOMERY COUNTY | ||||||||
| 8720 GEORGIA AVE SUITE 202 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $20,000 | |
| COMMUNITY FOUNDATION-NAT'L CAP REG | ||||||||
| 1201 15TH ST NW SUITE 420 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| CONNECTING GENERATIONS INC | ||||||||
| 100 WEST 10TH ST 115 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| CONTRACTORS FOR A CAUSE | ||||||||
| 111 ATLANTIC AVE STE 8 | OCEAN VIEW | DE | 19970 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| COVENANT HOUSE WASHINGTON | ||||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| DE ALLIANCE FOR NONPROFIT ADVANCEMENT | ||||||||
| 100 W 10TH STREET SUITE 1012 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | EDUCATION | $200 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||||
| 111 WEST 11TH STREET 3 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| DELAWARE CENTER FOR JUSTICE | ||||||||
| 100 W 10TH ST SUITE 905 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DELAWARE CENTER FOR THE INLAND BAYS INC | ||||||||
| 39375 INLET ROAD | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | ENVIRONMENT | $1,000 | |
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| 100 WEST 10TH ST SUITE 115 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| DELAWARE HOSPICE - MILFORD CENTER | ||||||||
| 16 POLLY DRUMMOND CENTER 2ND FLOOR | NEWARK | DE | 19711 | NONE | PUBLIC CHARITY | HEALTH | $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 | $1,500 | |
| DELAWARE TECHNICAL & COMMUNITY COLLEGE | ||||||||
| PO BOX 660 | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $21,000 | |
| DEL-MAR-VA COUNCIL BSA | ||||||||
| 31901 TRI-COUNTY WAY SUITE 118 | SALISBURY | MD | 21804 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DELMARVA PUBLIC RADIO | ||||||||
| P O BOX 2596 | SALISBURY | MD | 28102 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| DELMARVA TEEN CHALLENGE HOME OF HOPE | ||||||||
| PO BOX 1714 | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| DFRC INC | ||||||||
| 640 PLAZA DR | NEWARK | DE | 19702 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| DON BOSCO CRISTO REY HIGH SCHOOL | ||||||||
| PO BOX 56481 | WASHINGTON | DC | 20040 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 | |
| THE DWELLING PLACE INC | ||||||||
| 610 E DIAMOND AVE SUITE K | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| EASTER SEALS SERVING MDDCVA | ||||||||
| 1420 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 | |
| EQUIPMENT CONNECTIONS FOR CHILDREN INC | ||||||||
| 12909 BARLEYCORN TERRACE | GERMANTOWN | MD | 20874 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| FIGHT 4 DIABETES CURE INC | ||||||||
| 10524 DETRICK AVENUE | KENSINGTON | MD | 20895 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| FOOD BANK OF DELAWARE | ||||||||
| 1040 MATTLIND WAY | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| THE FOUNDATION FOR DELMAR EDUCATION | ||||||||
| 200 N 8TH STREET | DELMAR | MD | 19940 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| FRANKFORD PUBLIC LIBRARY | ||||||||
| 8 MAIN STREET PO BOX 610 | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| FRANKLIN E WIMP HAMBURG GOLF MEMORIAL | ||||||||
| 8 KNODE CIRCLE | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| FREE LIBRARY & READING RM OF BOONSBORO | ||||||||
| PO BOX 174 | BOONSBORO | MD | 21713 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| FRIENDS OF THE NATIONAL ZOO | ||||||||
| 3001 CONNECTICUT AVENUE NW | WASHINGTON | DC | 28808 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| FUTURE LINK INC | ||||||||
| 401 N WASHINGTON STREET SUITE 100 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | OFFICE 126 |
| GEORGE B THOMAS SR LEARNING ACADEMY | ||||||||
| 1401 DENNIS AVENUE | SILVER SPRING | MD | 20902 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| GIFT PROCESSING DEPARTMENT 0734 | WASHINGTON | DC | 200730734 | NONE | PUBLIC CHARITY | EDUCATION | $35,000 | |
| GET WELL GABBY FOUNDATION | ||||||||
| PO BOX 555 | OCEAN VIEW | DE | 19970 | NONE | PUBLIC CHARITY | HEALTH | $500 | |
| GIRL SCOUTS OF THE CHESAPEAKE BAY | ||||||||
| 1346 BELMONT AVE SUITE 601 | SALISBURY | MD | 21804 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $4,600 | |
| GIRLS ON THE RUN DELAWARE INC | ||||||||
| 615 WEST 18TH STREET | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $8,000 | |
| GIVE AN HOUR | ||||||||
| PO BOX 5918 | BETHESDA | MD | 20824 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| HARRY K FOUNDATION | ||||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| HEADSTRONG PROJECT | ||||||||
| 63 LYNDEL ROAD | POUND RIDGE | NY | 10576 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250,000 | |
| HEIFER INTERNATIONAL | ||||||||
| PO BOX 8058 | LITTLE ROCK | AR | 722038058 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,650 | |
| HOLTON-ARMS | ||||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |
| HOME OF THE BRAVE FOUNDATION INC | ||||||||
| 6632 SHARPS ROAD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| HOPE MARIETTA FOUNDATION | ||||||||
| 10 JEFFERSON DRIVE | STERLING | VA | 20165 | NONE | PUBLIC CHARITY | HEALTH | $2,000 | |
| HOSPICE CARING INC | ||||||||
| 518 SOUTH FREDERICK AVENUE | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| IMMANUEL SHELTER INC | ||||||||
| 17601 COASTAL HWY UNIT 11 431 | NASSAU | DE | 19969 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,500 | |
| INDIAN RIVER HIGH SCHOOL | ||||||||
| 29772 ARMORY ROAD | DAGSBORO | DE | 19939 | NONE | PUBLIC CHARITY | EDUCATION | $6,222 | |
| INTERFAITH WORKS INC | ||||||||
| 114 W MONTGOMERY AVENUE | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| JAMES BEARD FOUNDATION | ||||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| 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 MONTROSE ROAD | ROCKVILLE | MD | 208524816 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $60,000 | |
| JEWISH SOCIAL SERVICE AGENCY | ||||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $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 | $3,700 | |
| KENT-SUSSEX INDUSTRIES INC | ||||||||
| 301 NORTH REHOBOTH BOULEVARD | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| LANDON SCHOOL | ||||||||
| 6101 WILSON LANE | BETHESDA | MD | 208173199 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 11813 CENTURIAN WAY | POTOMAC | MD | 20854 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| LIFE WITH CANCER | ||||||||
| 1302 FAIRGROVE LANE | CROWNSVILLE | MD | 21032 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| LIONS CLUB OF OLNEY FOUNDATION | ||||||||
| 2705 GOLD MINE ROAD | BROOKVILLE | MD | 20833 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| LITTLE LEAGUE BASEBALL INC | ||||||||
| PO BOX 540 | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $20,000 | |
| MARTHA'S TABLE INC | ||||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| MATTIE MIRACLE CANCER FOUNDATION | ||||||||
| PO BOX 6485 | ARLINGTON | VA | 22206 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| MERR INSTITUTE | ||||||||
| 801 PILOTTOWN ROAD | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | ENVIRONMENT | $2,000 | |
| MIDDLEBURG FILM FESTIVAL | ||||||||
| PO BOX 1566 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC CHARITY | ARTS | $10,000 | |
| MOBILE MEDICAL CARE INC | ||||||||
| 9309 OLD GEORGETOWN ROAD | BETHESDA | MD | 208141620 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| MONTGOMERY COLLEGE FOUNDATION | ||||||||
| 900 HUNGERFORD DRIVE STE 200 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| 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 | |
| NAMI MONTGOMERY COUNTY | ||||||||
| 11718 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| NEW HOPE REC AND DEVELOPMENT CTR INC | ||||||||
| 12564 NORTH OLD STATE ROAD PO BOX | ELLENDALE | DE | 199412820 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | 310 |
| NORTH GEORGETOWN ELEMENTARY SCHOOL | ||||||||
| 664 N BEDORD STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| OC-BERLIN OPTIMIST YOUTH FOUNDATION INC | ||||||||
| PO BOX 1403 | OCEAN PINES | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 | |
| OCEAN CITY ELEMENTARY SCHOOL | ||||||||
| 12828 CENTER DRIVE | OCEAN CITY | MD | 21842 | NONE | PUBLIC CHARITY | EDUCATION | $387 | |
| ODYSSEY OF THE MIND BOOSTERS | ||||||||
| 31 HOSIER STREET | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $250 | |
| OLNEY CIVIC FUND INC | ||||||||
| PO BOX 661 | OLNEY | MD | 20830 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| OLNEY HOME FOR LIFE INC | ||||||||
| PO BOX 1684 | OLNEY | MD | 20830 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| PATHWAYS TO SUCCESS INC | ||||||||
| 3301 GREEN STREET | CLAYMONT | DE | 19703 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 | |
| POSITIVE-STRIDES LLC ORG | ||||||||
| 102 OLD SOLOMONS ISLAND RD 3RD FL | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| 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 | $5,000 | |
| PULMONARY HYPERTENSION ASSOCIATION | ||||||||
| 801 ROEDER ROAD SUITE 1000 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| RED WIGGLER FOUNDATION INC | ||||||||
| PO BOX 968 | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| REHOBOTH BEACH VOLUNTEER FIRE COMPANY | ||||||||
| 219 REHOBOTH AVENUE | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| ROCKVILLE HELP INC | ||||||||
| 14601 MELINDA LANE | ROCKVILLE | MD | 20853 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| ROXANA FIRE COMPANY | ||||||||
| 35943 ZION CHURCH ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| S & R FOUNDATION | ||||||||
| 3400 PROSPECT STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | ARTS | $20,000 | |
| SELBYVILLE MIDDLE SCHOOL | ||||||||
| 80 BETHANY ROAD | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| SNOW HILL MIDDLE SCHOOL | ||||||||
| 522 COULBOURNE LANE | SNOW HILL | MD | 21863 | NONE | PUBLIC CHARITY | EDUCATION | $366 | |
| SPANISH SPEAKING COMMUNITY OF MD INC | ||||||||
| 8519 PINEY BRANCH ROAD | SILVER SPRING | MD | 20901 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| SPECIAL OLYMPICS MARYLAND INC MC | ||||||||
| 10204 COLEBROOK AVENUE | POTOMAC | MD | 20854 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| SPORTS PLUS GROUP INC | ||||||||
| PO BOX 83274 | GAITHERSBURG | MD | 20883 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| ST MARY'S COLLEGE OF MARYLAND FOUNDATION | ||||||||
| 18952 E FISHER RD | ST MARYS CITY | MD | 20686 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| STEPPING STONES SHELTER | ||||||||
| PO BOX 712 | ROCKVILLE | MD | 208480712 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| STRATHMORE HALL FOUNDATION INC | ||||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | ARTS | $10,000 | |
| STUDENT MENTORING-JOHN M CLAYTON ELEM SCHOOL | ||||||||
| 252 CLAYTON AVENUE | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| SUPPORTING KIDDS | ||||||||
| 2005 BAYNARD BOULEVARD | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| SURFRIDER FOUNDATION DELAWARE CHAPTER | ||||||||
| POBOX 1114 | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| SUSSEX TECH ADULT DIVISION | ||||||||
| 307 S LAWS STREET | BRIDGEVILLE | DE | 19933 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| THE SEED FOUNDATION | ||||||||
| 1776 MASSACHUSETTS AVE NW 600 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| THEARC | ||||||||
| 2412 TRACY PLACE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | ARTS | $25,000 | |
| TRINITY FOUNDATION | ||||||||
| 50 FALLON AVENUE | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,716 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE NW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 | |
| VENTURE PHILANTHROPY PARTNERS INC | ||||||||
| 1201 15TH STREET NW SUITE 510 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 | |
| WEST SIDE NEW BEGINNINGS INC | ||||||||
| 19801 NORWOOD STREET | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| WINCHESTER THURSTON SCHOOL | ||||||||
| 555 MOREWOOD AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| WINSTON CHURCHILL HS EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 60673 | POTOMAC | MD | 208590673 | NONE | PUBLIC CHARITY | EDUCATION | $700 | |
| WOMEN IN NEED | ||||||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| WORCESTER COUNTY HUMANE SOCIETY INC | ||||||||
| 12330 EAGLES NEST ROAD | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,049,710 | 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 | $759 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $770,487 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$281,106 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $522,752 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $522,752 | 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 | 11 | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | 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 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 | $4,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $13,718,404 | EOYBookValueAmt |
| EOYFMV | $13,718,404 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $9,064,017 | EOYBookValueAmt |
| EOYFMV | $9,064,017 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $959,877 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $959,877 | 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 | $13,127,293 | $13,127,293 |
| LP/LLC INVESTMENTS | FMV | $804,958 | $804,958 |
| CONGRESSIONAL BANK STOCK | FMV | $2,457,359 | $2,457,359 |
| CSV - KEYMAN INSURANCE POLICY | FMV | $1,048,297 | $1,048,297 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $67,023 | LegalFeesAmt |
| Net Investment Income | $37,994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,029 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $2,350 | $0 | $2,350 |
| INSURANCE | $12,100 | $0 | $12,100 |
| TELEPHONE | $2,212 | $0 | $2,212 |
| POSTAGE AND DELIVERY | $206 | $0 | $206 |
| WEBSITE MAINTENANCE | $1,069 | $0 | $1,069 |
| LICENSES AND FEES | $74 | $0 | $74 |
| GRANT & PROGRAM RELATED EXP | $16,001 | $0 | $16,001 |
| OFFICE EXPENSES | $6,746 | $0 | $6,746 |
| BANK FEES | $10 | $0 | $10 |
| K-1 EXPENSES | $13,865 | $13,865 | $0 |
| STAGE WRITE-OFF | $57,924 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY BUSINESS INCOME | $22,663 | $2,773 | $22,663 |
| K-1 OTHER PORTFOLIO INCOME | $1,333 | $1,333 | $1,333 |
| TAX EXEMPT INCOME | $5,476 | $0 | $5,476 |
| ORDINARY INCOME | $56 | $56 | $56 |
| MISCELLANEOUS | $3,084 | $3,084 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,859,868 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $245,985 | $245,985 | $0 |
| MUSIC-DRIVEN DOCUMENTARY PRODUCTION | $130,000 | $0 | $130,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,400 | $0 | $0 |
| INCOME TAX | $5,900 | $0 | $0 |
| FOREIGN TAX | $4,903 | $4,903 | $0 |