EJL98 CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EJL98 CHARITABLE TR (EIN 52-6942242)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349102925
- Schema version
- 2025v4.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:17:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651164012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROSPERITY PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 EXECUTIVE BLVD SUITE 520 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526942242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EJL98 CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EJL9 | BusinessNameControlTxt |
| Phone | 3016542100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 WISCONSIN AVENUE 5TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD LENKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3016542100 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUBHASH K GARG | PreparerPersonNm |
| PTIN | P00111513 | PTIN |
| Phone | 3018814244 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,194,400 | 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 | $40,255 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,943 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $228,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,260 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,419 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $113,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,203 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $414 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,554 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,637 | CashBOYAmt |
| Cash EOY | $100,252 | CashEOYAmt |
| Cash EOYFMV | $100,252 | CashEOYFMVAmt |
| Corporate Stock BOY | $304,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $378,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,530,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $564,845 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $396,456 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $563,413 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $904,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $874,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,194,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $904,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $874,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $904,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $874,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $904,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $874,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $904,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $874,969 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $874,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BETTERMENT ST COVERED | P | 2025-12-31 | $6,799 | $7,093 | -$294 | -$294 |
| BETTERMENT LT COVERED | P | 2025-12-31 | $1,899 | $1,956 | -$57 | -$57 |
| IRONWOOD INT. FUND | P | 2025-12-31 | $220,000 | $168,389 | $51,611 | $51,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,260 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$294 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $921 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $921 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $921 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,990 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,990 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,069 | OverpaymentAmt |
| Applied To ES Tax | $1,069 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD J LENKIN TRUSTEE | IndividualWithBooksNm |
| Phone | 3016542100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 WISCONSIN AVENUE 5TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J LENKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 WISCONSIN AVENUE 5TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $782,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $637,965 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,454,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,454,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,432,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,645 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,645 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $921 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $921 | TotalTaxAmt |
| Distributable Before Adj | $70,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,724 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,045 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,320 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $11,365 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,041 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,041 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,045 | ExcessFromYear3Amt |
| Excess From Year2 | $3,320 | ExcessFromYear2Amt |
| Excess From Current Year | $64,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD J LENKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPEN COMMUNITY FOUNDATION | ||||||
| 455 GOLD RIVERS CT 515 | BASALT | CO | 81621 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $500 |
| B-CC HIGH SCHOOL EDUCATIONAL FOUNDATION | ||||||
| PO BOX 31209 | BETHESDA | MD | 208241209 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $250 |
| CAPITAL JEWISH MUSEUM | ||||||
| 701 THIRD STREET NW | WASHINGTON | DC | 20001 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $4,000 |
| COLORADO ROCKY MOUNTAIN SCHOOL | ||||||
| 1493 COUNTY ROAD 106 | CARBONDALE | CO | 81623 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| CRAIG FOUNDATION | ||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 80113 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $2,500 |
| EASTER SEALS | ||||||
| 4041 POWDER MILL RD SUITE 100 | CALVERTON | MD | 20705 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| EDLAVITCH DCJCC | ||||||
| 1529 16TH STREET | WASHINGTON | DC | 20036 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| FRIENDS OF CANCER RESEARCH | ||||||
| 3299 K STREET NW SUITE 100 | WASHINGTON | DC | 20007 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| GEORGE WASHINGTON UNIVERSITY | ||||||
| 2129 EYE STREET NW | WASHINGTON | DC | 20052 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| HIGH FIVES FOUNDATION | ||||||
| 10775 PIONEER TRAIL SUITE 108 | TRUCKEE | CA | 96161 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $500 |
| ISW | ||||||
| 1400 16TH STREET NW SUITE 515 | WASHINGTON | DC | 20036 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $500 |
| JAMES RENWICK ALLIANCE | ||||||
| 4405 EAST-WEST HIGHWAY SUITE 510 | BETHESDA | MD | 20814 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||
| 1700 K STREET NW | WASHINGTON | DC | 20006 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $5,000 |
| FUSFOUNDATIONORG | ||||||
| 1230 CEDARS COURT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $10,000 |
| LUPUS RESEARCH ALLIANCE | ||||||
| 270 MADISON AVE SUITE 300 | NEW YORK | NY | 10016 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| NATIONAL GALLERY OF ART | ||||||
| 6TH ST AND CONSTITUTION AVE NW | WASHINGTON | DC | 20565 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $10,000 |
| NATIONAL SYMPHONY ORCHESTRA | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $4,000 |
| NATIONAL GALLERY OF ARTSARAH GREENOUGH FUND FOR PHOTOGRAPHY | ||||||
| 6TH ST AND CONSTITUTION AVE NW | WASHINGTON | DC | 20565 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $75,000 |
| QUALITY LIVING INC | ||||||
| 3517 FOREST DR | ALEXANDRIA | VA | 22302 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| SIXTH & I SYNAGOGUE | ||||||
| 600 I ST NW | WASHINGTON | DC | 20001 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||
| G STREET NORTHWEST 8TH ST NW | WASHINGTON | DC | 20004 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,500 |
| THE ASPEN INSTITUTE - SOCIETY OF FELLOWS | ||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $5,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 19104 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| WETA | ||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $200 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 945 MADISON AVE AT 75TH STREET | NEW YORK | NY | 10021 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| YOUNG CONCERT ARTISTS INC | ||||||
| 1776 BROADWAY 1500 | NEW YORK | NY | 10019 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| TURNING THE PAGE | ||||||
| 1300 I STREET NW SUITE 400E | WASHINGTON | DC | 20005 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| FOUNDATION FIGHTING BLINDNESS | ||||||
| PO BOX 45740 | BALTIMORE | MD | 212975740 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $250 |
| ATHLETES FOR HOPE | ||||||
| 6006 PRINCETON AVE | GLEN ECHO | MD | 208121124 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| SAINT SOPHIA GREEK ORTHODOX CATHEDRAL | ||||||
| 2815 36TH STREET NW | WASHINGTON | DC | 200071424 | NC | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $1,000 |
| TREDYFFRIN PUBLIC LIBRARY | ||||||
| 582 UPPER GULPH ROAD | STRAFFORD | PA | 19087 | TPS | SUPPORT OF SEC 501(C)(3) ORGANIZATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,943 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,419 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,261 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,419 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,623 | 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 | 7 | LineNumberTxt |
| Relationship Statement | EXEMPT INTEREST DIVIDEND | 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 Person | EDWARD J LENKIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 WISCONSIN AVENUE 5TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,255 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MULTIPLE CORP. STOCKS WITH COST BASIS OF $40,255 AND FMV OF $794,206 | NoncashPropertyDesc |
| Fair Market Value | $794,206 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | IRONWOOD INTERNATIONAL LTD | BondNm |
| EOY Book Value | $396,456 | EOYBookValueAmt |
| EOYFMV | $563,413 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $378,261 | EOYBookValueAmt |
| EOYFMV | $1,530,735 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INTEREST EXPENSE | $34 | $34 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $1,520 | $1,520 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXEMPT INT. DIVIDEND | Desc |
| Revenue And Expenses Per Books | $2,419 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $414 | Amt |
| Net Investment Income | $414 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |