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DRESCHER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DRESCHER FOUNDATION (EIN 54-1257908)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-30
IRS object ID
201501209349100005
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-30T08:13:45-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131833422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASH & PARSONT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 EAST 42ND STREET SUITE 1507AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101681599ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541257908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DRESCHER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDRESBusinessNameControlTxt
Phone3016348800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14800 HAMPDEN LANE NO 310AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJARED DRESCHERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3016348800PhoneNum
Signature2015-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNEIL D ASHPreparerPersonNm
PTINP00110544PTIN
Phone2129531250PhoneNum
Preparation2015-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,254,628FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$368InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$368InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,322DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,322DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$149,541NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$864,244GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$149,541CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14,835OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14,835OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$184,066TotalRevAndExpnssAmt
Total Net Invst Incm$184,066TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,095AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,095AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$730TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$454OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$304OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,279TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,399TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$154,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$154,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$158,029TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,149TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,037ExcessRevenueOverExpensesAmt
Net Investment Income$183,916NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$471,899CashBOYAmt
Cash EOY$109,815CashEOYAmt
Cash EOYFMV$109,815CashEOYFMVAmt
Sav And Temp Cash Invst BOY$67,692SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$892,958SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$892,958SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,160,315CorporateStockBOYAmt
Corporate Stock EOY$606,383CorporateStockEOYAmt
Corporate Stock EOYFMV$859,200CorporateStockEOYFMVAmt
Other Investments BOY$176,512OtherInvestmentsBOYAmt
Other Investments EOY$293,299OtherInvestmentsEOYAmt
Other Investments EOYFMV$392,655OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,876,418TotalAssetsBOYAmt
Total Assets EOY$1,902,455TotalAssetsEOYAmt
Total Assets EOYFMV$2,254,628TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,876,418UnrestrictedBOYAmt
Unrestricted EOY$1,902,455UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,876,418TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,902,455TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,876,418TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,902,455TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,876,418TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,037ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,902,455SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,902,455TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2500 AIGP2013-06-202014-02-18$123,256$111,173$12,083$12,083
900 COLFAXP2013-10-242014-07-18$61,032$50,557$10,475$10,475
1100 DUNKIN BRANDSP2013-10-242014-05-14$48,657$51,564-$2,907-$2,907
2500 JIVE SOFTWAREP2013-07-312014-01-06$28,019$34,405-$6,386-$6,386
5000 AT&TP2010-03-252014-02-07$158,945$131,648$27,297$27,297
6000 GEP2013-05-222014-07-21$155,921$144,627$11,294$11,294
1000 JPMORGAN CHASEP2010-04-162014-05-14$54,298$47,484$6,814$6,814
5000 VERIZONP2010-03-242014-02-07$234,116$143,245$90,871$90,871
FieldValueIRS element (for citing)
Capital Gain Net Income$149,541CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$132,562AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,118,068NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062586DistributionYr1Rt
Adjusted Qlfy Distri Yr2$122,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,659,715NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.073748DistributionYr2Rt
Adjusted Qlfy Distri Yr3$142,420AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,397,116NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.101939DistributionYr3Rt
Adjusted Qlfy Distri Yr4$83,585AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,410,737NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059249DistributionYr4Rt
Adjusted Qlfy Distri Yr5$117,234AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,585,095NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.073960DistributionYr5Rt
Total Distribution0.371482TotalDistributionRt
Average Distribution0.074296AverageDistributionRt
Net Vl Noncharitable Assets$2,241,255NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$166,516AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,839NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$168,355AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$157,149QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,678InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,678SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,678TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,080EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,080TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,598TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksTHE DRESCHER FOUNDATIONIndividualWithBooksNm
Phone3016348800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14800 HAMPDEN LANE SUITE 310AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRENE M DRESCHER
11013 TARA ROADPOTOMACMD20854ASSISTANT SECRETARY, V.P.0.25$0$0$0
JAY A KATZ
175 WEST 93RD STREET APT 9ANEW YORKNY10025TREASURER, V.P.0.25$0$0$0
ADAM S DRESCHER
10401 STRATHMORE PARK COURT 405ROCKVILLEMD20852PRESIDENT, ASSISTANT SEC.0.25$0$0$0
JARED M DRESCHER
11013 TARA ROADPOTOMACMD20854CHAIRMAN, V.P., SECRETARY0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,368,679AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$906,707AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,275,386TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,275,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,131CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,241,255NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,063MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,063MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,678TaxBasedOnInvestmentIncomeAmt
Total Tax$3,678TotalTaxAmt
Distributable Before Adj$108,385DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$108,385DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$108,385DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,149ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$157,149QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$157,149AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,385DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$117,371ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$83,585ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$142,669ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$125,793ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,709ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$498,127TotalExcessDistributionCyovAmt
Qualifying Distributions$157,149QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$108,385AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,764RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$546,891TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$117,371ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$429,520ExcessDistriCyovToNextYrAmt
Excess From Year4$83,585ExcessFromYear4Amt
Excess From Year3$142,669ExcessFromYear3Amt
Excess From Year2$125,793ExcessFromYear2Amt
Excess From Year1$28,709ExcessFromYear1Amt
Excess From Current Year$48,764ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRENE M DRESCHERContributingManagerNm
Contributing ManagerJARED M DRESCHERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJ DRESCHER - THE DRESCHER FOUNDATIORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14800 HAMPDEN LANE SUITE 310AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7035251101RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE BY LETTER ON THE APPLICANT'S STATIONARY AND SHOULD INDICATE THE TAX EXEMPT STATUS OF THE APPLYING ORGANIZATION, A DESCRIPTION OF THE APPLICANT'S PURPOSE AND THE OBJECTIVE AND PURPOSE OF THE GRANT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAWARDS MUST BE GIVEN FOR CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACDS
4 FERN PLACEPLAINVIEWNY11803NONEPUBLICFOR OPERATIONS$1,000
AMERICAN COMM WEIZMANN INSTITUTE OF SCIENCE
633 THIRD AVENYNY10017NONEPUBLICFOR OPERATIONS$25,000
BREAD FOR THE CITY
1525 SEVENTH STREET NWWASHINGTONDC20001NONEPUBLICFOR OPERATIONS$5,000
EASTER SEALS
233 SOUTH WACKER DRIVECHICAGOIL60606NONEPUBLICFOR OPERATIONS$2,500
JF KENNEDY CENTER PERFORMING ARTS
2700 F STREETNWWASHINGTONDC20565NONEPUBLICFOR OPERATIONS$6,000
JEWISH FEDERATION GREATER WASHINGTON
6101 MONTROSE ROADROCKVILLEMD20852NONEPUBLICFOR OPERATIONS$25,000
JEWISH FOUNDATION FOR GROUP HOMES
6010 EXECUTIVE BLVD 800ROCKVILLEMD20852NONEPUBLICFOR OPERATIONS$5,000
JEWISH SOCIAL SERVICE AGENCY
200 WOOD HILL ROADROCKVILLEMD20850NONEPUBLICFOR OPERATIONS$1,000
NATIONAL ALOPECIA AREATA FOUNDATION
14 MITCHELL BOULEVARDSAN RAFAELCA94903NONEPUBLICFOR OPERATIONS$1,000
NATIONAL JEWISH CENTER FOR IMMUNOLOGY RESEARCH
1400 JACKSON STREETDENVERCO80206NONEPUBLICFOR OPERATIONS$25,000
NORWOOD SCHOOL
8821 RIVER ROADBETHESDAMD20817NONEPUBLICFOR OPERATIONS$5,000
SIMON WEISENTHAL CENTER
1399 SOUTH ROXBURYLOS ANGELESCA90035NONEPUBLICFOR OPERATIONS$500
VAIL VALLEY FOUNDATION
90 BENCHMARK ROADAVONCO81620NONEPUBLICFOR OPERATIONS$6,250
VAIL VALLEY MEDICAL CENTER
181 W MEADOW DRVAILCO81657NONEPUBLICFOR OPERATIONS$1,000
JEWISH COUNCIL FOR THE AGING
12320 PARKLAWN DRIVEROCKVILLEMD20852NONEPUBLICFOR OPERATIONS$1,000
JOHNS HOPKINS UNIVERSITY
733 N BROADWAYBALTIMOREMD21205NONEPUBLICFOR OPERATIONS$1,000
MANNA FOOD CENTER
627 SWANNANOA RIVER ROADASHEVILLENC28805NONEPUBLICFOR OPERATIONS$10,000
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO RD NWWASHINGTONDC20016NONEPUBLICFOR OPERATIONS$2,500
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BOULEVARD MAIL ZONE Z3BBOSTONMA02210NONEPUBLICFOR OPERATIONS$25,000
FRACTURED ATLAS
248 W 35TH STREET 10NEW YORKNY10001NONEPUBLICFOR OPERATIONS$1,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024NONEPUBLICFOR OPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$154,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$368ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,322ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,835ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$149,541ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$184,066ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$184,066TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,095Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,095DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2008 AMOUNT $45,010TAX YEAR: 2009 AMOUNT $58,843ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
500 GOOGLE$143,580$264,265
5000 AT&T$0$0
1000 CITIGROUP$47,905$54,110
1000 JPMORGAN CHASE$0$0
5000 VERIZON$0$0
500 CITIGROUP$24,605$27,055
2500 AIG$0$0
250 APPLE$124,924$193,165
900 COLFAX$0$0
1500 CSX CORP$36,674$54,345
1100 DUNKIN BRANDS$0$0
6000 GE$0$0
1000 GILEAD SCIENCES$67,924$94,260
2500 JIVE SOFTWARE$0$0
5000 BANK OF AMERICA$83,230$89,450
1000 CAPITAL ONE FINANCIAL$77,541$82,550

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
750 SPDR S&P BIOTECHAT COST$75,206$139,845
5000 KKR & COAT COST$105,991$116,050
2000 HEALTH CARE SELECT SECTORAT COST$112,102$136,760

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$30$0$30
FILING FEES$274$0$274
CUSTODIAL FEES$150$150$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescKKR & CO LPDesc
Revenue And Expenses Per Books$14,835RevenueAndExpensesPerBooksAmt
Net Investment Income$14,835NetInvestmentIncomeAmt
Adjusted Net Income$14,835AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$730Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt