KOLL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KOLL FAMILY FOUNDATION (EIN 52-2128803)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349102107
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:23:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900751149 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOCUS PARTNERS WEALTH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WASHINGTON ST 11TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 | 522128803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOLL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOLL | BusinessNameControlTxt |
| Phone | 3013200756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6912 NEVIS RD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW B KOLL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3013200756 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC PATOINE | PreparerPersonNm |
| PTIN | P02022693 | PTIN |
| Phone | 6177238200 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $1,094,139 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,744 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,781 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $416 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,671 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,671 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,671 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,755 | CashBOYAmt |
| Cash EOY | $23,849 | CashEOYAmt |
| Cash EOYFMV | $23,849 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,943 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $17,262 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $485,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $488,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,055,347 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $531,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $527,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,094,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $520,323 | CapitalStockBOYAmt |
| Capital Stock EOY | $520,323 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,086 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $531,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $527,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $531,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $527,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $531,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $527,409 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $527,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SCHWAB 9297 - DETAILS AVAILABLE UPON REQUEST | 2025-01-22 | 2025-12-31 | $1,592 | $5,220 | -$3,628 | -$3,628 | |
| SCHWAB 9297 - DETAILS AVAILABLE UPON REQUEST | 2023-12-13 | 2025-12-31 | $90,968 | $63,005 | $27,963 | $27,963 | |
| SCHWAB 9297 - DETAILS AVAILABLE UPON REQUEST | 2003-11-21 | 2025-12-31 | $69,990 | $10,633 | $59,357 | $59,357 | |
| SCHWAB 9297 - DETAILS AVAILABLE UPON REQUEST | 2019-10-09 | 2025-12-31 | $9 | $5 | $4 | $4 | |
| CAPITAL GAINS DIVIDENDS | $48 | $48 | $48 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,744 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $534 | 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 | $534 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $704 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | THE TRUST | IndividualWithBooksNm |
| Phone | 3013200756 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6912 NEVIS ROAD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW KOLL | ||||||||
| 6912 NEVIS ROAD | BETHESDA | MD | 20817 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAMELA FESSLER | ||||||||
| 6912 NEVIS ROAD | BETHESDA | MD | 20817 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 | $1,009,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,017,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,017,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,002,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,227 | TotalTaxAmt |
| Distributable Before Adj | $48,905 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,905 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,905 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,671 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,671 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,133 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,168 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,265 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,646 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,671 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,766 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $99,412 | 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 | $24,133 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $75,279 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,654 | ExcessFromYear4Amt |
| Excess From Year3 | $5,426 | ExcessFromYear3Amt |
| Excess From Year2 | $6,168 | ExcessFromYear2Amt |
| Excess From Year1 | $2,265 | ExcessFromYear1Amt |
| Excess From Current Year | $43,766 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW KOLL | ContributingManagerNm |
| Contributing Manager | PAMELA FESSLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | ALZHEIMER RESEARCH | $2,000 | |
| BREAD FOR THE CITY | ||||||||
| 1525 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CAPITAL AREA FOODBANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CARTER CENTER (DEMOCRACY PROGRAM) | ||||||||
| 453 JOHN LEWIS FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CATHOLIC CHARITIES | ||||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | NONE | PC | AFFORDABLE HOUSING ASSISTANCE | $2,000 | |
| INTERNATIONAL RESCUE | ||||||||
| 122 EAST 43ND STREET | NEW YORK | NY | 10168 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| INVISIBLE PEOPLE | ||||||||
| 7119 W SUNSET BLVD 618 | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LUTHERAN IMMIGRATION & REFUGEE SERVICES | ||||||||
| 700 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| MARY HOUSE | ||||||||
| 1005 BUNKERHILL RD NE | WASHINGTON | DC | 20017 | NONE | PC | HOMELESS & BATTERED WOMEN'S SHELTER | $1,000 | |
| MARYLAND CASA ASSOCIATION | ||||||||
| 200 E JOPPA RAOD SUITE 100 | TOWSON | MD | 21286 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| NATIONAL HOMELESSNESS LAW CENTER | ||||||||
| 2000 M STREET NW SUITE 750-E | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| NATIONAL PARK TRUST | ||||||||
| 401 E JEFFERSON ST 207 | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL SUPPORT | $15,171 | |
| PARKINSON'S FOUNDATION | ||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 330 NORTH HOWARD ST | BALTIMORE | MD | 21201 | NONE | PC | ADVOCACY IN THE FIELD OF REPRODUCTIVE HEALTH | $3,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $5,000 | FLOOR |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | IMPOVERISHED CHILDREN'S FUND | $2,000 | |
| SOME | ||||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | PC | FOOD FOR THE HOMELESS | $2,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | FIGHTING HATE AND BIGOTRY | $1,000 | |
| SYRACUSE UNIVERSITY - MAXWELL | ||||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | NONE | PC | EDUCATION | $500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WILDERNESS INDIVIDUAL LEADERSHIP & DEVELOPMENT | ||||||||
| 987 N RAINBOW RD | TORREY | UT | 84775 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RISING STAR OUTREACH | ||||||||
| 3355 N UNIVERSITY AVE SUITE 200A | PROVO | UT | 84604 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| REPORTERS COMMITTEE | ||||||||
| PO BOX 34176 | WASHINGTON | DC | 20043 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MIRIAM'S KITCHEN | ||||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| DEMOCRACY FORWARD | ||||||||
| PO BOX 34553 | WASHINGTON | DC | 20043 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK ST SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CREW | ||||||||
| PO BOX 14596 | WASHINGTON | DC | 20044 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE GROUND TRUTH PROJECT | ||||||||
| 68 HARRISON AVE SUITE 605 | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,671 | 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 | $15,269 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,744 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,013 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $3,250 | $4,829 |
| ALPHABET INC | $6,544 | $61,063 |
| APPLE INC | $2,708 | $36,429 |
| ARAMARK | $4,428 | $6,930 |
| AUTOZONE | $2,547 | $10,175 |
| BJS WHOLESALE CLUB | $4,829 | $10,263 |
| CHEVRON | $2,746 | $6,096 |
| INTERCONTINENTAL | $2,985 | $6,478 |
| INTUIT INC | $4,472 | $19,873 |
| INTUITIVE SURGICAL | $8,161 | $14,159 |
| ISHARES CORE MSCI TOTAL INTL ST | $78,323 | $103,684 |
| ISHARES RUSSELL 2000 | $58,683 | $73,848 |
| JACOBS ENGINEERING | $5,404 | $7,550 |
| JP MORGAN | $6,836 | $18,367 |
| KKR & CO INC | $8,009 | $14,660 |
| LAM RESEARCH GROUP | $5,118 | $14,550 |
| LINDE PLC | $8,662 | $9,381 |
| LOWES CORP | $8,601 | $9,646 |
| MCKESSON CORP | $6,238 | $11,484 |
| MERK & CO | $8,340 | $9,263 |
| MICROSOFT CORP | $4,430 | $38,206 |
| NORTHROP GRUMMAN CO | $3,709 | $5,702 |
| PEPSICO INC | $8,165 | $8,611 |
| PROCTOR & GAMBLE | $3,751 | $4,586 |
| SERVICE NOW INC | $11,374 | $12,255 |
| TJX COMPANIES INC | $5,924 | $10,753 |
| TOUCHSTONE SANDS CAPITAL | $20,455 | $31,820 |
| UNITED RENTALS | $2,078 | $12,949 |
| UNITEDHEALTH GROUP INC | $9,583 | $9,243 |
| VANGUARD 500 INDEX | $78,523 | $327,108 |
| VEEVA SYSTEMS INC | $3,563 | $4,465 |
| VERTEX PHARMACEUTICALS | $6,794 | $11,334 |
| AMAZON INC | $20,773 | $25,390 |
| PALO ALTO NETWORKS INC | $5,544 | $6,631 |
| QUALCOM INC | $10,110 | $10,263 |
| TRANSDIGM GROUP INC | $3,739 | $3,990 |
| BERKSHIRE HATHAWAY | $716 | $10,053 |
| VANGUARD FTSE DEVELOPED | $50,321 | $52,162 |
| VARONIS SYS INC | $2,181 | $10,660 |
| CHARTER COMMUNICATIONS | $0 | $10,438 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,098 | Amt |
| Net Investment Income | $10,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $416 | $416 | $0 |
| 990-PF | $234 | $0 | $0 |