2026-05-13T15:41:02-05:00 2025-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990PF 2024-07-01 526078041 HOWARD AND GERALDINE POLINGER FAMILY FOUNDATION HOWA 2028886833 1301 CONNECTICUT AVENUE NW 450 WASHINGTON DC 20036 DAVID MARC POLINGER TREASURER 2028886833 2026-05-13 1 0 LAUREN CRESCI P01268493 2126972299 2024 2025-03-06 01:10:19Z X 142492419 X 0 X 3174551 3174551 4011920 11528093 4011920 7186471 7186471 228750 0 228750 266564 0 266564 44497 0 44497 82356 22781 59575 621767 543512 78255 824 824 0 133242 2971 0 76827 0 76827 28671 0 28671 328275 284690 43585 1811773 854778 826724 4286118 4286118 6097891 854778 5112842 1088580 6331693 2877403 846512 846512 7860544 13680138 13680138 8667451 7936213 7936213 3162291 3019742 3019742 19623645 19956572 19956572 1157075 2239793 2239793 89370218 94807920 94807920 5529 5529 5529 132724156 142492419 142492419 0 0 X 0 0 0 0 132724156 142492419 132724156 142492419 132724156 142492419 132724156 1088580 8698692 142511428 19009 142492419 PUBLICLY TRADED SECURITIES 11276544 7516173 3760371 3760371 REALIZED GAINS FROM K-1 PASS THROUGHS P 251549 251549 251549 4011920 88011 0 88011 0 88011 121782 0 0 0 121782 13 33758 33758 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 POLINGERFOUNDATION.ORG KIWI PARTNERS 2028886833 237 WEST 35TH STREET NEW YORK NY 10001 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LORRE BETH POLINGER 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 PRESIDENT 5.00 0 0 0 ARNOLD LEE POLINGER 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 DIRECTOR 1.00 0 0 0 DAVID MARC POLINGER 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 TREASURER 1.00 0 0 0 ERICA PRESSMAN 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 SECRETARY/CEO 40.00 228750 6862 0 MOLLIE BARNATHAN 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 VICE PRESIDENT 1.00 0 0 0 JAN POLINGER CHAVIS 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 DIRECTOR 1.00 0 0 0 CHARLIE POLINGER 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 DIRECTOR 1.00 0 0 0 BECKY POLINGER 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 DIRECTOR 1.00 0 0 0 JULIE POLINGER 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 DIRECTOR 1.00 0 0 0 MIRIAM NSIMBI 1301 CONNECTICUT AVENUE NW NO 450 WASHINGTON DC 20036 DIRECTOR 1.00 0 0 0 JULIA LIPTON 1301 CONNECTICUT AVE NWNO 450 WASHINGTON DC 20036 PROGRAM OFFICER 40.00 132586 3978 0 ELIZABETH HECKER 1301 CONNECTICUT AVE NWNO 450 WASHINGTON DC 20036 DIRECTOR OF KNOWLEDG 40.00 98812 9604 0 0 PATHSTONE 10 STERLING BLVD SUITE 402 ENGLEWOOD NJ 07631 INVESTMENT FEES 319792 JP MORGAN PRIVATE BANK 875 15TH ST NW WASHINGTON DC 20005 INVESTMENT FEES 146611 STANLEY LAMAN GROUP LTD 2413 1235 WESTLAKE DRIVE 295 BERWYN PA 19312 INVESTMENT FEES 76331 ARABELLA ADVISORS LLC 1828 L ST NW SUITE 300 WASHINGTON DC 20036 FINANCIAL OPERATIONS 67628 0 0 126991253 889427 7941742 135822422 0 0 135822422 2037336 133785086 6689254 6689254 88011 88011 6601243 0 6601243 0 6601243 5112842 0 5112842 6601243 1538701 0 0 5112842 1538701 0 0 3574141 0 0 0 0 0 0 0 0 3027102 0 0 0 X 350 ORG PO BOX 843004 BOSTON MA 022843004 N/A PC GENERAL OPERATING SUPPORT 23188 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC PO BOX 96503 PMB 85739 WASHINGTON DC 200906503 N/A PC GENERAL OPERATING SUPPORT 33500 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST NEW YORK NY 10017 N/A PC UKRAINE PROGRAM 1000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND ST NEW YORK NY 10017 N/A PC LEATID 90000 AMERICAN UNIVERSITY PO BOX 98101 WASHINGTON DC 200908101 N/A PC WAMU 10000 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 101583560 N/A PC SCALING ADL ANTI-BIAS EDUCATION 170000 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 101583560 N/A PC WASHINGTON, DC REGIONAL OFFICE 50000 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 101583560 N/A PC GENERAL OPERATING SUPPORT 27313 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 101583560 N/A PC JLENS 540 BENDER JCC OF GREATER WASHINGTON THE CHARLES E AND LEAH M SMITH BUILDING 6125 MONTROSE RD ROCKVILLE MD 20852 N/A PC GERRY AND HOWARD POLINGER CONCERT FUND 5000 BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE INC 3645 MARKETPLACE BLVD STE 130-209 EAST POINT GA 30344 N/A PC GENERAL OPERATING SUPPORT 4000 BNAI BRITH YOUTH ORGANIZATION INC 529 14TH ST NW STE 705 WASHINGTON DC 20045 N/A PC BBYO ON DEMAND 15000 BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 N/A PC ARTS4ALL 112675 CAMERA PO BOX 35040 BOSTON MA 021350001 N/A PC GENERAL OPERATING SUPPORT 7000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE NE WASHINGTON DC 20017 N/A PC GENERAL OPERATING SUPPORT 5000 CHILDRENS LAW CENTER INCORPORATED 501 3RD ST NW 8TH FL WASHINGTON DC 20001 N/A PC EARLY CHILDHOOD BEHAVIORAL HEALTH SERVICES 150000 CONGREGATION BNAI TZEDEK 10621 S GLEN RD POTOMAC MD 20854 N/A PC GENERAL OPERATING SUPPORT 5000 DANCE PLACE 3225 8TH ST NE WASHINGTON DC 20017 N/A PC GENERAL OPERATING SUPPORT 40000 DC ACTION FOR CHILDREN 1432 K ST NW STE 1050 WASHINGTON DC 20005 N/A PC HOME VISITING 65000 DC PUBLIC EDUCATION FUND 3407 14TH ST NW WASHINGTON DC 20010 N/A PC READY FOR PRE-K! 80000 EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC INC 1529 16TH ST NW WASHINGTON DC 20036 N/A PC GENERAL OPERATING SUPPORT 2500 FACING HISTORY AND OURSELVES INC 89 SOUTH ST STE 401 BOSTON MA 02111 N/A PC THE NEW COMMUNITIES PROJECT 75000 FACING HISTORY AND OURSELVES INC 89 SOUTH ST STE 401 BOSTON MA 02111 N/A PC CONTEMPORARY ANTISEMITISM INITIATIVE 100000 FOUNDATION TO COMBAT ANTI-SEMITISM INC PO BOX 18 FOXBORO MA 02035 N/A PC GENERAL OPERATING SUPPORT 3000 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 N/A PC GENERAL OPERATING SUPPORT 10000 FROM THE TOP INC 140 CLARENDON ST STE 301 BOSTON MA 02116 N/A PC CITIZEN MUSICIANS 25000 GLOBAL LYME ALLIANCE INC 1290 E MAIN ST 3RD FL STAMFORD CT 06902 N/A PC GENERAL OPERATING SUPPORT 5000 HAROLD GRINSPOON FOUNDATION 67 HUNT ST STE 100 AGAWAM MA 01001 N/A PC PJ LIBRARY ALLIANCE'S WORK IN NORTH AMERICA 300000 HASBARA FELLOWSHIPS INC 315 W 36TH ST STE 5061 NEW YORK NY 10018 N/A PC GENERAL OPERATING SUPPORT 2500 HEBREW FREE LOAN ASSOCIATION OF DISTRICT OF COLUMBIA 10421 MOTOR CITY DR 342044 BETHESDA MD 20817 N/A PC GENERAL OPERATING SUPPORT 25000 HILLEL INTERNATIONAL 800 8TH ST NW WASHINGTON DC 20001 N/A PC GENERAL OPERATING SUPPORT 1875 HUMANE RESCUE ALLIANCE 800 8TH ST NW WASHINGTON DC 20001 N/A PC COMBAT CRUELTY 2000 ICIVICS INC 1035 CAMBRIDGE ST STE 21B CAMBRIDGE MA 02141 N/A PC ICIVICS VISIONARY CAMPAIGN FOR 2024 AND BEYOND 100000 INSTITUTE FOR CURRICULUM SERVICES 1569 SOLANO AVE 204 BERKELEY CA 94707 N/A PC COMBATTING ANTISEMITISM IN ONLINE AND PRINTED MATERIAL 75000 ISLAND HOUSING TRUST CORPORATION PO BOX 779 WEST TISBURY MA 02575 N/A PC GENERAL OPERATING SUPPORT 10000 ISRAEL ON CAMPUS COALITION PO BOX 34640 WASHINGTON DC 20043 N/A PC ACADEMIC ENGAGEMENT NETWORK: FACULTY AGAINST ANTISEMITISM MOVEMENT 100000 JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE 1342 CONGRESS ST PORTLAND ME 04102 N/A PC GENERAL OPERATING SUPPORT 2881 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 N/A PC GENERAL OPERATING SUPPORT 5000 JEWISH FUNDERS NETWORK 150 W 30TH ST NEW YORK NY 10001 N/A PC CANVAS 200000 JEWS UNITED FOR JUSTICE INC 1100 H STREET NW STE 630 WASHINGTON DC 20005 N/A PC ANTISEMITISM PLATFORM EXPANSION 100000 JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F ST NW WASHINGTON DC 20566 N/A PC TURNAROUND ARTS 35000 JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F ST NW WASHINGTON DC 20566 N/A PC NATIONAL SYMPHONY ORCHESTRA 10000 KITSAP HUMANE SOCIETY 9167 DICKEY RD NW SILVERDALE WA 98383 N/A PC GENERAL OPERATING SUPPORT 540 LEAGUE OF WOMEN VOTERS EDUCATION FUND 1233 20TH ST NW STE 500 WASHINGTON DC 20036 N/A PC GENERAL OPERATING SUPPORT 115000 LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING INC 425 WASHINGTON ST SOMERVILLE MA 02143 N/A PC DC EXPANSION 250000 LEVINE MUSIC INC 2801 UPTON ST NW WASHINGTON DC 20008 N/A PC EXPANDING ACCESS TO MUSIC IN SE 25000 MAINE PUBLIC HEALTH ASSOCIATION 122 STATE ST AUGUSTA ME 04330 N/A PC GENERAL OPERATING SUPPORT 2000 MAMATOTO VILLAGE INC 311 47TH ST NE WASHINGTON DC 20019 N/A PC DEVELOPMENT OF THE MIDWIFERY SCHOOL 60000 MEM GLOBAL 441 SAXONY RD BARN 2 ENCINITAS CA 92024 N/A PC MHWOW & YOUNG FAMILIES PODS 180000 MIAMI CITY BALLET INC 2200 LIBERTY AVE MIAMI BEACH FL 33139 N/A PC GENERAL OPERATING SUPPORT 10000 NATURAL RESOURCES DEFENSE COUNCIL 1725 I ST NW STE 900 WASHINGTON DC 20006 N/A PC GENERAL OPERATING SUPPORT 23938 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 N/A PC GENERAL OPERATING SUPPORT 10000 PROJECT BREAD - THE WALK FOR HUNGER INC 145 BORDER ST EAST BOSTON MA 02128 N/A PC GENERAL OPERATING SUPPORT 5000 PROTECT DEMOCRACY PROJECT 2020 PENNSYLVANIA AVENUE NW 163 WASHINGTON DC 200061811 N/A PC GENERAL OPERATING SUPPORT 42500 RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 N/A PC GENERAL OPERATING SUPPORT 10000 REBOOT INC 44 W 28TH ST 8TH FL NEW YORK NY 10001 N/A PC GENERAL OPERATING SUPPORT 150000 REPAIR THE WORLD 808 NOSTRAND AVE BROOKLYN NY 11216 N/A PC SERVING WITH JEWISH PURPOSE 75000 REPRODUCTIVE FREEDOM FOR ALL FOUNDATION 1725 I ST NW STE 900 WASHINGTON DC 20006 N/A PC GENERAL OPERATING SUPPORT 26000 SITAR ARTS CENTER 1700 KALORAMA RD NW STE 101 WASHINGTON DC 20009 N/A PC GENERAL OPERATING SUPPORT 35000 SIXTH & I SYNAGOGUE INC 600 I ST NW WASHINGTON DC 20001 N/A PC JEWISH LIFE PROGRAMMING 75000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC GENERAL OPERATING SUPPORT 29500 STRATHMORE HALL FOUNDATION INC 5301 TUCKERMAN LN NORTH BETHESDA MD 20852 N/A PC GENERAL OPERATING SUPPORT 10000 THE FORWARD ASSOC INC 125 MAIDEN LN FL B NEW YORK NY 10038 N/A PC GENERAL OPERATING SUPPORT 65 THE JEWISH FEDERATION OF GREATER WASHINGTON INC 6101 EXECUTIVE BLVD NORTH BETHESDA MD 20852 N/A PC GENERAL OPERATING SUPPORT 325000 THE JEWISH FEDERATION OF GREATER WASHINGTON INC 6101 EXECUTIVE BLVD NORTH BETHESDA MD 20852 N/A PC SECURITY ENHANCEMENTS 180000 THE LAB SCHOOL OF WASHINGTON 4759 RESERVOIR RD NW WASHINGTON DC 20007 N/A PC GENERAL OPERATING SUPPORT 5000 THE MOUNT VERNON VIRTUOSI INC 1 RUBY FIELD CT BALTIMORE MD 21209 N/A PC $20,000 FOR GENERAL OPERATING AND $18,000 FOR NEW PIANO 38000 THE POSSE FOUNDATION INC 1319 F ST NW STE 604 WASHINGTON DC 20004 N/A PC POSSE DC 2000 THE SHABBAT PROJECT INC 228 PARK AVE S STE 77191 NEW YORK NY 10003 N/A PC ONETABLE ACROSS AMERICA - SHABBAT DINNER FOR ALL 180000 THE WASHINGTON BALLET 3515 WISCONSIN AVE NW WASHINGTON DC 20016 N/A PC COMMUNITY ENGAGEMENT 75000 TIDES FOUNDATION 1401 K ST NW NO 350 WASHINGTON DC 20005 N/A PC A MORE PERFECT UNION 75000 TRANS CONTINENTAL PIPELINE PO BOX 18776 DENVER CO 80218 N/A PC GENERAL OPERATING SUPPORT 5103 UNITED STATES HOLOCAUST MEMORIAL COUNCIL 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 N/A PC BEYOND OUR WALLS: TRAVELING EXHIBITS (LEGACY) 15000 WASHINGTON DRAMA SOCIETY INC 1101 SIXTH ST SW WASHINGTON DC 20024 N/A PC GENERAL OPERATING 2500 WAY TO RISE 1825 K ST NW WASHINGTON DC 20006 N/A PC GENERAL OPERATING SUPPORT 50000 WESTERN STATES CENTER INC 3519 NE 15TH AVE 117 PORTLAND OR 97212 N/A PC CONFRONTING WHITE NATIONALISM IN SCHOOLS - TOOLKIT EXPANSION 100000 WETA 3620 SOUTH 27TH STREET ARLINGTON VA 22206 N/A PC GENERAL OPERATING SUPPORT 10000 ZAKA TEL AVIV INC 39 BRYANT DR JACKSON TOWNSHIP NJ 08527 N/A PC GENERAL OPERATING SUPPORT 5000 4286118 0 14 3174551 18 4011920 0 7186471 0 7186471 0 0 0 0 0 0 0 0 0 0 FINANCIAL OPERATIONS 82356 22781 59575 PART VI-B, LINE 1A(2) AND LINE 1B RECEIVABLES DUE FROM OFFICERS, DIRECTORS AND OTHER DISQUALIFIED PERSONS REPORTED IN PART II, LINE 6 QUALIFY UNDER THE ESTATE ADMINISTRATION EXCEPTION SET FORTH IN REGS. SEC. 53.4941(D)-1(B)(3). CORPORATE BONDS-PNC 151215 151215 JP MORGAN FIXED INCOME- #3006 2088578 2088578 SCHWAB MANAGED EQUITIES 6302908 6302908 JP MORGAN MANAGED EQUITIES- #9005 8452689 8452689 JP MORGAN MANAGED EQUITIES- #7001 1532744 1532744 JP MORGAN MANAGED EQUITIES- #7004 980972 980972 JP MORGAN MANAGED EQUITIES- #2003 910013 910013 JP MORGAN MANAGED EQUITIES- #5006 1777246 1777246 1071998 1071998 1947744 1947744 COATUE CLIMATE TECH OFFSHORE FEEDER-JPM #2007 FMV 1243573 1243573 ELEVAR EQUITY IV, LLP FUND-JPM #2007 FMV 2206961 2206961 ELEVAR EQUITY V, LLP FUND-JPM #2008 FMV 665378 665378 RRG SUSTAINABLE WATER IMPACT FUND-JPM #2007 FMV 2461538 2461538 GLOBAL IMPACT FUND SICAV-RAIF-JPM #2007 FMV 991924 991924 BAIN CAPITAL DOUBLE IMPACT FUND-JPM #2007 FMV 859546 859546 ARCHEAN OFFSHORE FMV 706842 706842 ARCHEAN REVENUE SHARES FMV 121559 121559 VITTORIA OFFSHORE FMV 18926256 18926256 CAMBRIAN ANCHOR PARTNERS FMV 38179 38179 CAMBRIAN ANCHOR CAPITAL FMV 559257 559257 SL INTL OPPO- INDIA FUND FMV 219656 219656 SL INTL OPPO FMV 5690103 5690103 EQUITIES MUTUAL FUNDS & ETFS-PNC FMV 51595518 51595518 ALTERNATIVE STRATEGY FUNDS- PNC FMV 698514 698514 SCHWAB- EQUITY FUND FMV 5914 5914 FIXED INCOME MUTUAL FUNDS- PNC FMV 7141434 7141434 SL INTL OPPO- CHINA FUND FMV 675768 675768 SECURITY DEPOSIT 5529 5529 5529 COST ADJUSTMENT FOR SECURITIES 19009 OFFICE EXPENSE 19255 0 19255 INSURANCE 15861 0 15861 DUES AND SUBSCRIPTIONS 6970 0 6970 PORTFOLIO EXPENSES FROM K-1 INVESTMENTS 281391 281391 0 MISCELLANEOUS 1499 0 1499 FOREIGN CURRENCY ADJUSTMENT 3299 3299 0 UNREALIZED GAIN FROM INVESTMENTS 8698692 INVESTMENT ADVISORY FEES 543512 543512 0 STRATEGIC CONSULTING 76000 0 76000 LEGAL-FAEGRE DRINKER BIDDLE & REATH LLP 2255 0 2255 POLINGER FAMILY LLC 16364800 7936213 2009-07 2033-12 MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST 5.000000000000 N/A ACQUIRING OR CARRYING ON A BUSINESS, PROFESSIONAL OR COMMERCIAL ACTIVITY CASH 16364800 FOREIGN TAXES 2971 2971 0 EXCISE TAXES 130271 0 0