CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201613169349100516
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T10:11:54-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $47,828,954 | 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 | $346 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $346 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $779,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $779,993 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,777,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,536 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,884 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,142 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,130,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $807,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $213,623 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $213,623 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $110,076 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $110,076 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,036 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,036 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $86,136 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $60,573 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,697 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $241,697 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,387 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $123,285 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $33,320 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,320 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,511 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,511 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,967 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,973 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,037,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $252,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $556,062 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $752,619 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $752,619 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,790,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $252,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,308,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $340,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $554,966 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,433,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,571,413 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,571,413 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $202,150 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $188,459 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $188,459 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $958,518 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,009,606 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,009,606 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,331,071 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,395,499 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,395,499 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,575,181 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,035,864 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,035,864 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,473,619 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,588,127 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,588,127 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,838,293 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $798,307 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,163,271 | LandBOYAmt |
| Land EOY | $5,039,986 | LandEOYAmt |
| Land EOYFMV | $5,039,986 | LandEOYFMVAmt |
| Total Assets BOY | $48,137,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,828,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,828,954 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,565 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,565 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $48,137,648 | UnrestrictedBOYAmt |
| Unrestricted EOY | $47,823,389 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,137,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,823,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,137,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,828,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,137,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $340,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,478,164 | SubtotalAmt |
| Other Decreases | $654,775 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,823,389 | 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 | 2014-12-31 | 2015-12-31 | $13,695,801 | $13,757,210 | -$61,409 | -$61,409 |
| CAPITAL GAIN DISTRIBUTION | P | 2014-12-31 | 2015-12-31 | $81,945 | $81,945 | $81,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,536 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,960,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,131,243 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,192,314 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,041,777 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122584 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,019,723 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,247,507 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,137,106 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,908,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126391 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,211,529 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,976,320 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138425 | DistributionYr5Rt |
| Total Distribution | 0.562591 | TotalDistributionRt |
| Average Distribution | 0.112518 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $42,288,921 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,758,265 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,550 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,763,815 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,308,681 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,266 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $44,266 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Overpayment | $33,119 | OverpaymentAmt |
| Applied To ES Tax | $33,119 | 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 (4 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 | $103,472 | $2,317 | $0 |
| STEPHEN B HUTTLER | ||||||||
| 111 ROCKVILLE PIKE SUITE 1100 | ROCKVILLE | MD | 20850 | SECRETARY/TRUSTEE (UNTIL JUNE 2015) | 2.00 | $0 | $0 | $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 | $110,151 | $12,369 | $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 | $100,430 |
| CHEVY CHASE BANK | |||||
| 7501 WISCONSIN AVE 1500W | BETHESDA | MD | 20814 | INVESTMENT FEES | $74,243 |
| JP MORGAN | |||||
| 800 CONNECTICUT AVE NW 950 | WASHINGTON | DC | 20006 | INVESTMENT FEES | $67,024 |
| HOGAN LOVELLS US LLP | |||||
| COLUMBIA SQUARE 555 13TH STREET NW | WASHINGTON | DC | 20004 | LEGAL | $53,356 |
| 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 | $41,103,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,829,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,932,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,932,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $643,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,288,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,114,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,114,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,099 | TotalTaxAmt |
| Distributable Before Adj | $2,103,347 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,103,347 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,103,347 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,308,681 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,308,681 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,308,681 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,103,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,423,058 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,309,273 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,066,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,905,761 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $898,253 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,603,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,308,681 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,308,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $794,666 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $794,666 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,808,641 | 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 | $628,392 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,180,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,309,273 | ExcessFromYear4Amt |
| Excess From Year3 | $1,066,962 | ExcessFromYear3Amt |
| Excess From Year2 | $1,905,761 | ExcessFromYear2Amt |
| Excess From Year1 | $898,253 | ExcessFromYear1Amt |
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 FOR SUSSEX COUNTY, DE, PROGRAMS. SUSSEX COUNTY, DE, ORGANIZATIONS MAY APPLY IF THEY ARE BASED IN OTHER DE COUNTIES BUT 100% OF THE FUNDING MUST BE USED TO SERVE RESIDENTS OF 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 (105 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 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1845 MASSACHUSETTS AVENUE | MCLEAN | VA | 22101 | NONE | PUBLIC CHARITY | HEALTH | $500 | |
| ATLANTIC GENERAL HOSPITAL | ||||||||
| 9733 HEALTHWAY DRIVE | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | HEALTH | $500 | |
| BABY'S BOUNTY INC | ||||||||
| PO BOX 1144 | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| B-CC ROTARY FOUNDATION | ||||||||
| 9401 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |
| BEEBE MEDICAL FOUNDATION | ||||||||
| 902 SAVANNAH ROAD | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| BELIEVE IN TOMORROW CHILDREN'S FOUNDATION | ||||||||
| 13 66TH STREET | OCEAN CITY | MD | 21842 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| BOYS & GIRLS CLUB OF SEAFORD | ||||||||
| 310 VIRGINIA AVENUE | SEAFORD | DE | 19973 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $3,500 | |
| CANCER SUPPORT COMMUNITY DELAWARE | ||||||||
| 18947 JOHN J WILLIAMS HWY SUITE 312 | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | HEALTH | $6,000 | |
| 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 | $5,000 | |
| CHABAD OF OLNEY INC | ||||||||
| 17320 GEORGIA AVENUE | OLNEY | MD | 20832 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| CLOTHING OUR KIDS | ||||||||
| 33013 MOORING COVE | MILLSBORO | DE | 19966 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $6,250 | |
| COMMUNITY FOUNDATION-NAT'L CAP REG | ||||||||
| CAPITAL REGION 1201 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | SUITE 420 |
| COVENANT HOUSE WASHINGTON | ||||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,500 | |
| DC COLLEGE ACCESS PROGRAM | ||||||||
| 1400 L STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| DELAWARE ADOLESCENT PROGRAM INC | ||||||||
| 2900 NORTH VAN BUREN STREET | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||||
| 111 WEST 11TH STREET 3 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | HEALTH | $13,950 | |
| DELAWARE CENTER FOR THE INLAND BAYS INC | ||||||||
| 39375 INLET ROAD | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | ENVIRONMENT | $7,000 | |
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| 100 WEST 10TH ST SUITE 115 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $60,500 | |
| DELAWARE COMMUNITY FOUNDATION - BIDEN | ||||||||
| PO BOX 1636 | WILMINGTON | DE | 19899 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| DELAWARE SPORTS COMMISSION | ||||||||
| 99 KINGS HIGHWAY | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| DELAWARE TECHNICAL & COMMUNITY COLLEGE | ||||||||
| PO BOX 660 | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | EDUCATION | $15,376 | |
| DELMARVA ACES BASEBALL & SOFTBALL INC | ||||||||
| 11046 GRAYS CORNER ROAD | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST FL 11 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | EDUCATION | $1,897 | |
| EASTER SEALS SERVING MDDCVA | ||||||||
| 1420 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | HEALTH | $3,000 | |
| EASTERN MONTGOMERY EMERGENCY ASST NTWK | ||||||||
| PO BOX 10474 | SILVER SPRING | MD | 209140474 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| EVERETT INC | ||||||||
| 45 W MAIN STREET | MIDDLETOWN | DE | 19709 | NONE | PUBLIC CHARITY | ARTS | $1,000 | |
| FOOD BANK OF DELAWARE | ||||||||
| 1040 MATTLIND WAY | MILFORD | DE | 19963 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| 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 | $750 | |
| FRIENDS OF THE SELBYVILLE PUBLIC LIBRARY | ||||||||
| PO BOX 31 | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| GW CARVER ACADEMY | ||||||||
| 30207 FRANKFORD SCHOOL ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| GAITHERSBURG SPORTS ASSOCIATION | ||||||||
| 10 BROOKS AVE | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| GEORGETOWN CHAMBER OF COMMERCE | ||||||||
| 827 E MARKET STREET | GEORGETOWN | DE | 19947 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| GIFT PROCESSING DEPARTMENT 0734 | WASHINGTON | DC | 200730734 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| GEORGETOWN UNIVERSITY LAW CENTER | ||||||||
| 600 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| GIRLS ON THE RUN DELAWARE INC | ||||||||
| 615 WEST 18TH STREET | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | SOCIAL SERCES | $500 | |
| HARRY K FOUNDATION | ||||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| HEIFER INTERNATIONAL | ||||||||
| PO BOX 8058 | LITTLE ROCK | AR | 722038058 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 | |
| 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 | $1,000 | |
| HOPE CONNECTIONS FOR CANCER SUPPORT | ||||||||
| 9650 ROCKVILLE PIKE | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | |
| HOPE MARIETTA FOUNDATION | ||||||||
| 10 JEFFERSON DRIVE | STERLING | VA | 20165 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| HUMANE SOCIETY OF GREENWOOD | ||||||||
| PO BOX 49776 | GREENWOOD | SC | 29649 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| IN HONOR OF HER | ||||||||
| PO BOX 855 | OLNEY | MD | 208300855 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| 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 | $8,500 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||
| 6101 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $60,000 | |
| JOSHUA M FREEMAN FOUNDATION INC | ||||||||
| 31556 WINTERBERRY PARKWAY | SELBYVILLE | DE | 19975 | NONE | PUBLIC CHARITY | ARTS | $4,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1400 K STREET NW SUITE 725 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | HEALTH | $30,000 | |
| LANDON SCHOOL | ||||||||
| 6101 WILSON LANE | BETHESDA | MD | 208173199 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| LEADERSHIP DELAWARE INC | ||||||||
| 1207 DELAWARE AVENUE | WILMINGTON | DE | 19806 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 11813 CENTURIAN WAY | POTOMAC | MD | 20854 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| LEVELING THE PLAYING FIELD INC | ||||||||
| 9170 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| 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 | |
| MERCY HEALTH CLINIC | ||||||||
| 7 METROPOLITAN CT SUITE 1 | GAITHERSBURG | MD | 20878 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| MIDDLEBURG FILM FESTIVAL | ||||||||
| PO BOX 1566 | MIDDLEBURG | VA | 20118 | NONE | PUBLIC CHARITY | ARTS | $10,000 | |
| MONTGOMERY COLLEGE FOUNDATION | ||||||||
| 900 HUNGERFORD DRIVE STE 200 | 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 | $6,862 | |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION | ||||||||
| 8720 GEORGIA AVENUE SUITE 302 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $20,000 | |
| MONUMENTAL SPORTS & ENT FOUNDATION | ||||||||
| 627 NORTH GLEBE ROAD SUITE 850 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| MORGAN ARTS COUNCIL | ||||||||
| PO BOX 248 | BERKELEY SPRINGS | WV | 25411 | NONE | PUBLIC CHARITY | ARTS | $2,000 | |
| MOST BLESSED SACRAMENT SCHOOL | ||||||||
| 11242 RACETRACK ROAD | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | EDUCATION | $680 | |
| 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 |
| 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 | $266 | |
| OLNEY CIVIC FUND INC | ||||||||
| PO BOX 661 | OLNEY | MD | 20830 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |
| OLNEY HELP | ||||||||
| PO BOX 430 | OLNEY | MD | 20830 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| OLNEY THEATRE | ||||||||
| 2001 OLNEY SANDY SPRING ROAD | OLNEY | MD | 20832 | NONE | PUBLIC CHARITY | ARTS | $2,500 | |
| OPERATION SECOND CHANCE | ||||||||
| 20251 CENTURY BLVD STE 130 | GERMANTOWN | MD | 20874 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| PARKINSON'S EDUC & SUPPORT GRP OF SUSSEX | ||||||||
| SUSSEX COUNTY INC 17000 BLACK | LEWES | DE | 19958 | NONE | PUBLIC CHARITY | HEALTH | $5,000 | MARLIN CIRCLE |
| PENINSULA REGIONAL MEDICAL CTR FOUNDATION | ||||||||
| 101 E CARROLL STREET | SALISBURY | MD | 21801 | NONE | PUBLIC CHARITY | HEALTH | $10,000 | |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | ||||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| 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 | EDUCATION | $1,000 | |
| PULMONARY HYPERTENSION ASSOCIATION | ||||||||
| 801 ROEDER ROAD SUITE 1000 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | HEALTH | $1,000 | |
| QUIET RESORTS CHARITABLE FOUNDATION | ||||||||
| PO BOX 354 | BETHANY BEACH | DE | 19930 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $300 | |
| RIDE TO GIVE | ||||||||
| 530 N HIGHLAND AVE | NYACK | NY | 10960 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,000 | |
| 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 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HWY E SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |
| SHANA ROSE (NEPAL EARTHQUAKE RELIEF FUND) | ||||||||
| 31463 WINGATE ROAD | DAGSBORO | DE | 19939 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| SNOW HILL MIDDLE SCHOOL | ||||||||
| 522 COULBOURNE LANE | SNOW HILL | MD | 21863 | NONE | PUBLIC CHARITY | EDUCATION | $388 | |
| SO WHAT ELSE INC | ||||||||
| ONE PRESERVE PKWY SUITE 150 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| SPORTS PLUS GROUP INC | ||||||||
| PO BOX 83274 | GAITHERSBURG | MD | 20883 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| ST ANN'S - VIC DANCE | ||||||||
| 691 GARFIELD PARKWAY | BETHANY BEACH | DE | 19930 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $200 | |
| 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 | |
| TEACH FOR AMERICA | ||||||||
| 1805 7TH STREET NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| THEARC | ||||||||
| 2412 TRACY PLACE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | ARTS | $25,000 | |
| TOP BANANA - BRANDYWINE MD | ||||||||
| 14100 BRANDYWINE ROAD | BRANDYWINE | MD | 20613 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| TRANSITIONING OUR TODDLERS TO SCHOOL | ||||||||
| 30207 FRANKFORD SCHOOL ROAD | FRANKFORD | DE | 19945 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| WASHINGTON BALLET | ||||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | ARTS | $5,000 | |
| WASHINGTON CNTY SPORTS HALL OF FAME INC | ||||||||
| PO BOX 277 | FUNKSTOWN | MD | 21734 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $250 | |
| 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 | |
| WOODWORKERS FOR CHILDREN CHARITY INC | ||||||||
| 21 WILD HUNT CT | GAITHERSBURG | MD | 20882 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |
| WORCESTER COUNTY HUMANE SOCIETY INC | ||||||||
| 12330 EAGLES NEST ROAD | BERLIN | MD | 21811 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $752,619 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEARC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2412 TRACY PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SOCIAL SERVICES | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $779,993 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,536 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $804,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $804,759 | 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 Person | THE FREEMAN FOUNDATION CLAT | ContributorPersonNm |
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 | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $13,035,864 | EOYBookValueAmt |
| EOYFMV | $13,035,864 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $15,395,499 | EOYBookValueAmt |
| EOYFMV | $15,395,499 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,009,606 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,009,606 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $6,151,848 | $6,151,848 |
| LP/LLC INVESTMENTS | FMV | $1,156,348 | $1,156,348 |
| CONGRESSIONAL BANK STOCK | FMV | $2,457,359 | $2,457,359 |
| CSV - KEYMAN INSURANCE POLICY | FMV | $803,897 | $803,897 |
| REAL ESTATE AND INFRASTRUCTURE | FMV | $18,675 | $18,675 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $86,136 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60,573 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $654,775 | Amt |
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 | $2,680 | $0 | $2,680 |
| INSURANCE | $11,841 | $0 | $11,841 |
| TELEPHONE | $4,030 | $0 | $4,030 |
| POSTAGE AND DELIVERY | $297 | $0 | $297 |
| WEBSITE MAINTENANCE | $1,085 | $0 | $1,085 |
| EQUIPMENT MAINTENANCE | $2,362 | $0 | $2,362 |
| LICENSES AND FEES | $29,264 | $0 | $29,264 |
| GRANT & PROGRAM RELATED EXP | $27,758 | $0 | $27,758 |
| OFFICE EXPENSES | $4,611 | $0 | $4,611 |
| BANK FEES | $45 | $0 | $45 |
| K-1 EXPENSES | $5,980 | $5,967 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY BUSINESS INCOME | -$2,258 | $0 | -$2,258 |
| ORIGINAL ISSUE DISCOUNT | $1,868 | $1,868 | $1,868 |
| K-1 OTHER PORTFOLIO INCOME | $4,274 | $4,274 | $4,274 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $241,697 | $241,697 | $0 |
| PROFESSIONAL FEES | $3,000 | $0 | $3,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $75,785 | $0 | $0 |
| INCOME TAX | $4,100 | $0 | $0 |
| FOREIGN TAX | $4,387 | $4,387 | $0 |