Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
HILLWOOD MUSEUM AND GARDENS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)4155 LINNEAN AVENUE NW   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20008
A Employer identification number

52-6080752
B Telephone number (see instructions)

(202) 686-8500
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$229,825,888
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,303,271
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 5,649,676 6,174,986 6,174,986
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 37,136,992
b Gross sales price for all assets on line 6a 180,557,682
7 Capital gain net income (from Part IV, line 2)... 23,889,727
8 Net short-term capital gain......... 3,162,460
9 Income modifications...........  
10a Gross sales less returns and allowances 1,154,512
b Less: Cost of goods sold.... 381,602
c Gross profit or (loss) (attach schedule)..... 772,910 772,910
11 Other income (attach schedule)....... 234,619 240,019 234,619
12 Total. Add lines 1 through 11........ 45,097,468 30,304,732 10,344,975
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 261,290 0 11,028 250,262
14 Other employee salaries and wages...... 4,500,852 0 86,740 4,414,112
15 Pension plans, employee benefits....... 1,231,584 0 38,692 1,192,892
16a Legal fees (attach schedule)......... 13,531 0 0 13,531
b Accounting fees (attach schedule)....... 47,482 0 0 47,482
c Other professional fees (attach schedule).... 374,226 372,282 372,282 1,944
17 Interest............... 16,455 0 0 16,455
18 Taxes (attach schedule) (see instructions) 158,042 19,479 19,479 14,215
19 Depreciation (attach schedule) and depletion... 825,099 0 0
20 Occupancy.............. 6,798 0 0 6,798
21 Travel, conferences, and meetings....... 125,181 0 0 115,745
22 Printing and publications.......... 47,810 0 0 47,810
23 Other expenses (attach schedule)....... 3,113,247 279,686 279,686 3,072,868
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,721,597 671,447 807,907 9,194,114
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 10,721,597 671,447 807,907 9,194,114
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,375,871
b Net investment income (if negative, enter -0-) 29,633,285
c Adjusted net income (if negative, enter -0-)... 9,537,068
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 3,525 4,350 4,350
2 Savings and temporary cash investments.......... 10,289,054 3,517,595 3,517,595
3 Accounts receivable bullet1,864,439
Less: allowance for doubtful accounts bullet   15,353 1,864,439 1,864,439
4 Pledges receivable bullet263,791
Less: allowance for doubtful accounts bullet   98,482 263,791 263,791
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use............... 453,080 474,500 474,500
9 Prepaid expenses and deferred charges........... 76,151 91,711 91,711
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 17,772,137 Click to see attachment23,741,997 23,741,997
c Investments—corporate bonds (attach schedule)........ 32,180,483 Click to see attachment191,571,571 191,571,571
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 133,039,366 Click to see attachment0 0
14 Land, buildings, and equipment: basis bullet36,575,154
Less: accumulated depreciation (attach schedule) bullet28,314,633 8,866,523 8,260,521 8,260,521
15 Other assets (describe bullet) Click to see attachment148,951 Click to see attachment35,413 Click to see attachment35,413
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 202,943,105 229,825,888 229,825,888
Liabilities 17 Accounts payable and accrued expenses.......... 1,148,989 1,313,856
18 Grants payable...................    
19 Deferred revenue.................. 2,117 1,833
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 486,529 394,735
22 Other liabilities (describe bullet) Click to see attachment674,662 Click to see attachment682,799
23 Total liabilities (add lines 17 through 22).......... 2,312,297 2,393,223
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 200,064,521 226,556,906
25 Temporarily restricted................ 566,287 875,759
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 200,630,808 227,432,665
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 202,943,105 229,825,888
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 200,630,808
2 Enter amount from Part I, line 27a..................... 2 34,375,871
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 235,006,679
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 7,574,014
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 227,432,665
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b K-1 CAPITAL GAINS (LT) P    
c K-1 CAPITAL GAINS (ST) P    
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 180,557,682   166,287,521 14,270,161
b       6,457,106
c       3,162,460
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       14,270,161
b       6,457,106
c       3,162,460
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 23,889,727
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3 3,162,460
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 8,813,436 185,301,120 0.047563
2011 7,810,168 189,369,291 0.041243
2010 7,513,159 178,026,438 0.042202
2009 8,519,242 157,395,176 0.054126
2008 8,884,166 197,197,562 0.045052
2 Total of line 1, column (d) ...................... 2 0.230186
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.046037
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 196,969,439
5 Multiply line 4 by line 3....................... 5 9,067,882
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 296,333
7 Add lines 5 and 6......................... 7 9,364,215
8 Enter qualifying distributions from Part XII, line 4.............. 8 9,413,210
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 296,333
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 296,333
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 296,333
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 168,902
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 135,017
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 303,919
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 1,981
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,605
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 2,727
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.HILLWOODMUSEUM.ORG
    14
    The books are in care ofbulletDOUGLAS ROSE-DIRECTOR OF FINANCE Telephone no.bullet (202) 686-5807
    Located atbullet4155 LINNEAN AVENUE NWWASHINGTONDC ZIP+4bullet20008
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    KATE MARKERT EXECUTIVE DIRECTOR
    40.00
    261,290 31,457 68,400
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    ELLEN MACNEILLE CHARLES PRESIDENT
    5.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    NANCY APPLEBY VICE PRESIDENT
    2.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    KYRA CHEREMETEFF VICE PRESIDENT/SECR.
    2.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    CALVIN BAKER TREASURER
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    NANCY YOUNG DUNCAN ASSISTANT TREASURER
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    BARBARA BOGGS TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    JACQUELINE KELLY COLLAMORE TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    AMY L BONDURANT TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    MARCIA DEWITT TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    HENRY DUDLEY TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    NEDENIA H HARTLEY TRUSTEE EMERITI
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    ANDREW IVERSON TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    DAVID IVERSON TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    GEORGE D INVERSON TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    SUSANNAH SIMPSON KENT TRUSTEE EMERITI
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    THE HONORABLE PENNE KORTH PEACOCK TRUSTEE EMERITI
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    ANDREI QUINN-BARABANOV TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    PRISCILLA R ROOSEVELT TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    NEDENIA C RUMBOUGH TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    STANLEY H RUMBOUGH TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    AUBREY SARVIS TRUSTEE
    1.00
    0 0 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    ANGELA DODSON COO
    40.00
    123,721 6,096 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    BRIAN BARR DIR. OF HORTICULTURE
    40.00
    112,067 5,522 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    MAXIMILIANA PAREDES DIR. OF CURATORIAL
    40.00
    111,724 5,481 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    DONALD ROGERS HEAD OF FACILITIES
    40.00
    110,915 5,465 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    MICHAEL DUDICH DIRECTOR OF HR
    40.00
    102,308 2,046 0
    4155 LINNEAN AVE NW
    WASHINGTON,DC20008
    Total number of other employees paid over $50,000...................bullet 31
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SUNTRUST BANKCARD INVESTMENT ADVISORY SERVICES 362,181
    1000 STEWART AVENUE
    GLEN BURNIE,MD21061
    LAPLACA COHEN ADVERTISING ADVERTISING 354,006
    43 WEST STREET
    NEW YORK,NY10010
    ADVANCED COMPUTER CONCEPTS IT SERVICES 233,383
    7927 JONES BRANCH DRIVE SUITE 600N
    MCLEAN,VA22102
    J KUGEL ANTIQUARIRES PUBLISHER 183,191
    25 QUAI ANATOLE
      PARIS  
    FR
    DTZ INC JANITORIAL SERVICES 110,388
    275 GROVE STREET STE 3-200
    AUBURNDALE,MA02466
    Total number of others receiving over $50,000 for professional services.............bullet8
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE FOUNDATION MAINTAINS THE HOME OF THE LATE MARJORIE MERRIWEATHER POST. UNDER THE TERMS OF HER WILL, THE HOME AND GROUNDS ARE TO BE OPERATED AS A MUSEUM OPEN TO THE PUBLIC TO EXHIBIT HER ART COLLECTION. ALL OF THE OPERATING AND ADMINISTRATIVE EXPENSES INCURRED EXLCUDING INVESTMENT INCOME, MANAGEMENT FEES, RELATE TO THE OPERATION AND MAINTENANCE OF HILLWOOD. 8,017,046
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$  
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
    2000-10-23
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
    9,537,068 3,563,775 2,959,044 206,665 16,266,552
    b 85% of line 2a ......... 8,106,508 3,029,209 2,515,187 175,665 13,826,569
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    9,413,210 8,898,034 7,810,168 7,513,159 33,634,571
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
    0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    9,413,210 8,898,034 7,810,168 7,513,159 33,634,571
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    6,565,648 6,176,704 6,312,310 5,934,215 24,988,877
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
            0
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    aLECTURES AND SEMINARS         178,111
    bMISCELLANEOUS         52,508
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 5,649,676  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 37,136,992  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..         772,910
    11 Other revenue: aCOLLECTION LOAN FEES     14 4,000  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 42,790,668 1,003,529
    13Total. Add line 12, columns (b), (d), and (e)..................
    1343,794,197
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A LECTURES AND SEMINARS OFFERED TO PROVIDE INFORMATION ABOUT HILLWOOD ART COLLECTION.
    10 MUSEUM SHOP SALES- REPLICAS AND REPRODUCTIONS OF ART ON DISPLAY IN THE MUSEUM, BOOKS AND OTHER RELATED ITEM ARE AVAILABLE FOR SALE TO THE PUBLIC.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    WILLIAM T AHLBORG JR  
    8004 SOUTH ALBION STREET
     
    CENTENNIAL, CA801223900

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    PATRICIA BAUMAN  
    2358 MASSACHUSETTS AVE
     
    WASHINGTON, DC200082801

    $10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    ELLEN M CHARLES  
    1408-31ST STREET NW
     
    WASHINGTON, DC200073105

    $45,019


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
     
     

    MR AND MRS THEODORE H HARTLEY  
    C/O DONALD HANDELMAN PO BOX 817
     
    PURCHASE, NY105770817

    $77,440


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
     
     

    MR AND MRS MARIO J MAPELLI  
    4183 SOUTH EUDORA STREET
     
    CHERRY HILLS VILLAGE, CO801135006

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
     
     

    MARJORIE M POST FOUNDATION  
    5915 FARRINGTON ROAD SUITE 202
     
    CHAPEL HILL, NC275179900

    $131,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
     
     

    KATE AND BUNKY MARKERT  
    2500 UPTON STREET NW
     
    WASHINGTON, DC20008

    $5,093


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
     
     

    THE SALLY F JAMES SCOTT HILL FOUNDA  
    C/O DANSER BALAAM FRANK 5 INDEPENDE
     
    PRINCETON, NJ08540

    $10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
     
     

    STOCKMAN FAMILY FOUNDATION TRUST  
    102 CASTLEWOOD ROAD
     
    BALTIMORE, MD21210

    $47,750


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
     
     

    US FINE ARTS COMMISSION  
    401 F STREET NW
     
    WASHINGTON, DC200012637

    $68,080


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
     
     

    DC COMMISSION ON ARTS HUMANITIES  
    2001 EYE STREET SE
     
    WASHINGTON, DC20003

    $41,750


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
     
     

    MR AND MRS CALVIN BAKER  
    6508 ABBEY VIEW WAY
     
    BALTIMORE, MD21212

    $5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    13
     
     

    MS AMY BALLARD  
    3001 VEAZEY TERRACE NW 217
     
    WASHINGTON, DC20008

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
     
     

    MR AND MRS THOMAS BOGGS  
    6 EAST KIRKE STREET
     
    CHEVY CHASE, MD208154218

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
     
     

    HON AND MRS JOHN CHAPOTON  
    18 WEST KIRKE STREET
     
    CHEVY CHASE, MD208154218

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
     
     

    ALICE AND JERALD CLARK  
    3530 T STREET NW
     
    WASHINGTON, DC200072217

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    17
     
     

    HENRY AND MARCIA DEWITT  
    55 FIELDS END HENLOPEN ACRES
     
    REHOBOTH BEACH, DE199711611

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    18
     
     

    MRS NANCY YOUNG DUNCAN  
    2266-48TH STREET NW
     
    WASHINGTON, DC200071035

    $5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    19
     
     

    MR LEONARD EGAN  
    4501 POTOMAC AVE NW
     
    WASHINGTON, DC200072535

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    20
     
     

    MR AND MRS GORDON LINKE  
    5115 CAMMACK DRIVE
     
    BETHESDA, MD208162903

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
     
     

    MS ALISON MARTIN  
    16 MAIN STREET
     
    FALMOUTH, MA02540

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    22
     
     

    MR DOUGLAS WEIMER  
    2801 NEW MEXICO AVE NW 811
     
    WASHINGTON, DC200073910

    $5,565


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    23
     
     

    MR GEORGE FLOYD  
    501 BRIGHTWOOD CLUB DR
     
    LUTHERVILLE, MD210933631

    $9,903


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    24
     
     

    MS JANICE CLARK  
    5630 WISCONSIN AVE 1704
     
    CHEVY CHASE, MD208154458

    $20,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    25
     
     

    MR AND MRS PHILIPS PETER  
    10805 TARA ROAD
     
    POTOMAC, MD208541341

    $10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    26
     
     

    MR AND MRS CG APPLEBY  
    1881 N NASH STREET NO 2008
     
    ARLINGTON, VA222091572

    $24,086


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    27
     
     

    MR AND MRS DAVID HAYDEN  
    DARK HOLLOW FARM PO BOX 68
     
    UPPERCO, MD21155

    $25,288


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    28
     
     

    MRS KATUSHA DAVISON  
    10 EAST 70TH STR APT 9B
     
    NEW YORK, NY100215246

    $5,015


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    29
     
     

    MRS DIANE WILSEY  
    2590 JACKSON STREET
     
    SAN FRANSISCO, CA94115

    $15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    30
     
     

    MR AND MRS HARLAN CROW  
    4700 PRESTON ROAD
     
    DALLAS, TX752053712

    $35,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    31
     
     

    AMERICAN UNITVERSITY  
    4400 MASSACHUSETTS AVE NW
     
    WASHINGTON, DC20016

    $5,822


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    32
     
     

    TTR SOTHEBY'S INTERNATIONAL REALTY  
    1206 30TH STREET NW
     
    WASHINGTON, DC200073401

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    3
    380 SHARES OF ROYAL DUTCH $25,019504 SHARES OF EXXON MOBIL $20,000 $45,019 2013-12-05
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    4
    475 SHARES OF TE CONNECTIVITY $25,530700 SHARES LIFE $51,910 $77,440 2013-10-30
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    7
    112 SHARES OF COMCAST STOCK $5,093 2013-10-21
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    22
    486 SHARES OF CNO STOCK $5,565 2013-04-02
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    23
    143 SHARES OF GILD STOCK $9,903 2013-11-04
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    26
    1318 SHARES OF BOOZ ALLEN STOCK $24,086 2013-07-11
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    27
    378 SHARES OF FINANCIAL ENGINES INC. STOCK $25,288 2013-12-18
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    28
    217 SHARES OF SCHWAB STOCK $5,015 2013-10-29
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
     
    Employer identification number

    52-6080752
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 47,482 0 0 47,482

    TY 2013 ExplnOfNonFilingWithAGStmt
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Statement:
    DISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY OF THE 990PF FOR THEIR FILES.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TROWE PRICE NEW ERA FUND 0 0
    VANGUARD BOND INDEX FUND 191,571,571 191,571,571

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CONSUMER DISCRETIONARY 4,572,384 4,572,384
    CONSUMER STAPLES 570,379 570,379
    ENERGY 1,533,834 1,533,834
    FINANCIAL SERVICES 5,221,769 5,221,769
    HEALTH CARE 2,379,178 2,379,178
    INDUSTRIALS 2,597,863 2,597,863
    INFORMATION TECHNOLOGY 6,154,359 6,154,359
    TELECOMMUNICATION 712,231 712,231

    TY 2013 InvestmentsOtherSchedule2
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WELLINGTON TRUST CO-PARTNERSHIP FMV 0 0
    WALTER SCOTT INTERNATIONAL FUND-PARTNERSHIP FMV 0 0
    ADAGE CAPITAL PARNERS, LP FMV 0 0
    THE EMERGING MARKETS COUNTRY FUND-PARTNERSHIP FMV 0 0
    ACADIAN GLOBAL LOW VOLATILITY EQUITY FUND-PARTNERSHIP FMV 0 0
    WEATHERLOW OFFSHORE FUND 1 LTD-OFFSHORE FEEDER FUND FMV 0 0
    ETAP FUND-OFFSHORE FMV 0 0
    ARCHSTONE OFFSHORE FUND FMV 0 0
    BRANDYWINE FIXED INCOME ACCOUNT FMV 0 0

    TY 2013 LegalFeesSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 13,531 0 0 13,531


    TY 2013 OtherAssetsSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 14,030 35,413 35,413
    NET FILM DEVELOPMENT COSTS 2,500 0 0
    EXCISE TAX RECEIVABLE 132,421 0 0


    TY 2013 OtherDecreasesSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 7,574,014


    TY 2013 OtherExpensesSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TELEPHONE AND FAX 40,753 0 0 40,753
    MAINTENANCE AND REPAIRS 454,019 0 0 454,019
    SUPPLIES AND SMALL EQUIPMENT 421,052 0 0 421,052
    INSURANCE 232,850 0 0 232,850
    CATERING 231,939 0 0 231,939
    BANK FEES 47,143 47,143 47,143 0
    LICENSES 64,517 0 0 64,517
    HOUSE CONSERVATION PROJECTS 77,080 0 0 77,080
    MUSEUM EVENTS AND ACTIVITIES 997,616 0 0 1,004,380
    PASS THROUGH FROM K-1 0 232,543 232,543 0
    POSTAGE AND DELIVERY 54,523 0 0 54,523
    TRAINING/RECRUITMENT 25,290 0 0 25,290
    DUES AND PUBLICATIONS 67,148 0 0 67,148
    UTILITIES 390,149 0 0 390,149
    PUBLIC RELATIONS 5,818 0 0 5,818
    PAYROLL BENEFITS 3,350 0 0 3,350


    TY 2013 OtherIncomeSchedule2
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LECTURES AND SEMINARS 178,111   178,111
    MISCELLANEOUS 52,508   52,508
    COLLECTION LOAN FEES 4,000   4,000


    TY 2013 OtherLiabilitiesSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX LIABILITY 674,662 522,156
    FEDERAL EXCISE TAX LIABILITY 0 160,643


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 372,282 372,282 372,282 0
    OTHER PROFESSIONAL SERVICES 1,944 0 0 1,944


    TY 2013 TaxesSchedule
    Name:
    HILLWOOD MUSEUM AND GARDENS FOUNDATION
    EIN: 52-6080752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 14,215 0 0 14,215
    FEDERAL EXCISE TAXES 143,827 0 0 0
    FOREIGN TAXES PAID 0 19,479 19,479 0