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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE ROBERT P AND ARLENE R KOGOD FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2345 CRYSTAL DRIVE NO 1101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, VA22202
A Employer identification number

54-1813660
B Telephone number (see instructions)

(703) 769-1023
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$239,369
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 1,072,662
2 Check bullet.............
3 Interest on savings and temporary cash investments 113 113  
4 Dividends and interest from securities... 124,209 124,209  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,394,702
b Gross sales price for all assets on line 6a 10,057,560
7 Capital gain net income (from Part IV, line 2)... 9,394,702
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 502 502  
12 Total. Add lines 1 through 11........ 10,592,188 9,519,526  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 10,525 5,263   5,262
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 94,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 487 363   124
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 105,012 5,626   5,386
25 Contributions, gifts, grants paid....... 11,240,850 11,240,850
26 Total expenses and disbursements. Add lines 24 and 25 11,345,862 5,626   11,246,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -753,674
b Net investment income (if negative, enter -0-) 9,513,900
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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.............      
2 Savings and temporary cash investments......... 886,441 122,963 122,963
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment9,804 116,406
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 886,441 132,767 239,369
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 886,441 132,767
30 Total net assets or fund balances (see instructions)..... 886,441 132,767
31 Total liabilities and net assets/fund balances (see instructions). 886,441 132,767
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
886,441
2
Enter amount from Part I, line 27a .....................
2
-753,674
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
132,767
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
132,767
Form 990-PF (2018)
Form 990-PF (2018)
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
c
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 10,057,560   662,858 9,394,702
b
c
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       9,394,702
b
c
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 9,394,702
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  
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 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))
2017 10,488,217 5,349,318 1.960664
2016 9,116,309 12,157,990 0.749820
2015 8,250,134 19,297,027 0.427534
2014 7,077,473 22,915,789 0.308847
2013 6,597,692 25,349,656 0.260268
2
Total of line 1, column (d) .....................
2
3.707133
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.741427
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,548,751
5
Multiply line 4 by line 3......................
5
2,631,140
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
95,139
7
Add lines 5 and 6........................
7
2,726,279
8
Enter qualifying distributions from Part XII, line 4,.............
8
11,246,236
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 95,139
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 95,139
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 95,139
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 94,226
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 94,226
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 913
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
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 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)
    bulletVA
    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 .
    8b
    Yes
     
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletMENACHEM GOTTLIEB Telephone no.bullet (703) 769-1023

    Located atbullet2345 CRYSTAL DRIVE ARLINGTON VAARLINGTONVA ZIP+4bullet22202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 instructions ........
    1b
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ROBERT P KOGOD PRESIDENT/DIRECTOR
    10.00
    0 0 0
    2345 CRYSTAL DRIVE STE 1101
    ARLINGTON,VA22202
    ARLENE R KOGOD SECRETARY/DIRECTOR
    1.00
    0 0 0
    2345 CRYSTAL DRIVE STE 1101
    ARLINGTON,VA22202
    MENACHEM GOTTLIEB VP/TREASURER
    1.00
    0 0 0
    2345 CRYSTAL DRIVE STE 1101
    ARLINGTON,VA22202
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    2  
    3  
    4  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    2,995,605
    b
    Average of monthly cash balances.......................
    1b
    607,188
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,602,793
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,602,793
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    54,042
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,548,751
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    177,438
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    177,438
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    95,139
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    95,139
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    82,299
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    82,299
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    82,299
    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
    11,246,236
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    11,246,236
    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
    95,139
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    11,151,097
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 82,299
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 5,344,453
    b From 2014...... 5,951,688
    c From 2015...... 7,328,665
    d From 2016...... 8,522,355
    e From 2017...... 10,256,831
    fTotal of lines 3a through e........ 37,403,992
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 11,246,236
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 82,299
    e Remaining amount distributed out of corpus 11,163,937
    5 Excess distributions carryover applied to 2018. 0 0
    (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 48,567,929
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    5,344,453
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    43,223,476
    10 Analysis of line 9:
    a Excess from 2014.... 5,951,688
    b Excess from 2015.... 7,328,665
    c Excess from 2016.... 8,522,355
    d Excess from 2017.... 10,256,831
    e Excess from 2018.... 11,163,937
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, enter the date of the ruling....... bullet
     
    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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    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) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation 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).)
    ROBERT P KOGOD
    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 or email address 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 (2018)
    Form 990-PF (2018)
    Page 11
    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
    A WIDER CIRCLE
    4808 MOORLAND LANE 802
    BETHESDA,MD20814
      PC DONATION 5,000
    ABBE MUSEUM
    PO BOX 286
    BAR HARBOR,ME04609
      PC DONATION 1,000
    ACADIA FAMILY CENTER
    1 FERNALD POINT ROAD PO BOX 807
    SOUTHEAST HARBOR,ME04679
      PC DONATION 500
    ACTIVE MINDS INC
    2001 S ST NW SUITE 450
    WASHINGTON,DC20009
      PC DONATION 500
    ALEF BET MONTESSORI SCHOOL
    11418 OLD GEORGETOWN RD
    N BETHESDA,MD20852
      PC DONATION 50,000
    ALEPH SOCIETY INC
    25 W 45TH ST SUITE 1405
    NEW YORK,NY10036
      PC DONATION 500
    AMERICAN COMMITTEE FOR WIEZMANN INSTITUTE OF SCIENCE
    7201 WISCONSIN AVE SUITE 730
    BETHESDA,MD20814
      PC DONATION 5,000
    AMERICAN ENTERPRISE INSTITUTE
    1150 17TH ST NW
    WASHINGTON,DC20036
      PC DONATION 10,000
    AMERICAN FRIENDS OF BEIT HATFUTSOT
    633 THIRD AVENUE 21ST FLOOR
    NEW YORK,NY10017
      PC DONATION 5,000
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    5100 WISCONSIN AVENUE NW SUITE 250
    WASHINGTON,DC20016
      PC DONATION 10,000
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    500 FIFTH AVE SUITE 2450
    NEW YORK,NY10110
      PC DONATION 25,000
    AMERICAN JEWISH COMMITTEE
    THE JACOB BLAUSTEIN BLDG 165 E 56TH
    ST 618
    NEW YORK,NY10022
      PC DONATION 30,000
    AMERICAN UNIVERSITY CENTER FOR ISRAEL STUDIES
    4400 MASSACHUSETTS AVE NW BATELLE
    ROOM 159
    WASHINGTON,DC20016
      PC DONATION 2,500
    AMERICAN UNIVERSITY HILLEL
    4400 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20016
      PC DONATION 2,500
    AMERICAN UNIVERSITY
    PO BOX 17539
    BALTIMORE,MD21297
      PC DONATION 6,000
    AMERICANS FOR THE ARTS
    1000 VERMONT AVE NW 6TH FLOOR
    WASHINGTON,DC20005
      PC DONATION 3,000
    ANTI-DEFAMATION LEAGUE
    1100 CONNECTICUT AVE NW 1020
    WASHINGTON,DC20036
      PC DONATION 10,000
    ARENA STAGE
    1101 6TH STREET NW
    WASHINGTON,DC20024
      PC DONATION 525,000
    ARTHUR G DOVE CATALOGUE RAISONNE PROJECT INC
    130 E 67TH STREET SUITE 10E
    NEW YORK,NY10065
      PC DONATION 25,000
    ATLAS PERFORMING ARTS CENTER
    1333 H STREET NE
    WASHINGTON,DC20002
      PC DONATION 5,000
    BANK STREET SCHOOL FOR CHILDREN
    610 WEST 112TH ST
    NEW YORK,NY10025
      PC DONATION 51,000
    BETH SHALOM CONGREGATION
    11825 SEVEN LOCKS RD
    POTOMAC,MD20854
      PC DONATION 1,000
    BIRTHRIGHT ISRAEL FOUNDATION
    521 FIFTH AVENUE
    NEW YORK,NY10175
      PC DONATION 25,000
    B'NAI B'RITH INTERNATIONAL
    2020 K STREET NW 7TH FL
    WASHINGTON,DC20006
      PC DONATION 6,000
    BOWEN-MCCAULEY DANCE
    2016 N WOODSTOCK ST
    ARLINGTON,VA22207
      PC DONATION 500
    BOYS AND GIRLS CLUB OF GREATER WASHINGTON
    8380 COLESVILLE RD SUITE 600
    SILVER SPRING,MD20910
      PC DONATION 500
    BREAD FOR THE CITY
    1525 7TH ST NW
    WASHINGTON,DC20001
      PC DONATION 2,500
    BROOKINGS INSTITUTION
    1775 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036
      PC DONATION 10,000
    CAMP AIRY
    5750 PARK HEIGHTS AVESTE 306
    BALTIMORE,MD21215
      PC DONATION 500
    CAMPHILL VILLAGE KIMBERTON HILLS
    DEVELOPMENT OFFICE PO BOX 1045
    KIMBERTON,PA19442
      PC DONATION 500
    CAPITAL AREA FOOD BANK
    645 TAYLOR ST NE
    WASHINGTON,DC20017
      PC DONATION 10,000
    CAPITAL CAMPS & RETREAT CENTER
    11300 ROCKVILLE PIKE 407
    ROCKVILLE,MD20852
      PC DONATION 50,000
    CAPITAL PARTNERS FOR EDUCATION
    2946 UNIVERSITY TERRACE NW
    WASHINGTON,DC20016
      PC DONATION 1,000
    CENTER FOR URBAN PEDAGOGY
    232 THIRD ST NE D201
    BROOKLYN,NY11215
      PC DONATION 10,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
      PC DONATION 1,000
    CHARLES E SMITH JEWISH DAY SCHOOL
    1901 E JEFFERSON ST
    ROCKVILLE,MD20852
      PC DONATION 100,000
    CHARLES E SMITH LIFE COMMUNITIES
    6121 MONTROSE RD
    ROCKVILLE,MD20852
      PC DONATION 102,000
    CHILDREN'S HOSPITAL FOUNDATION-NATIONAL MEDICAL CENTER
    PO BOX 96490
    WASHINGTON,DC20090
      PC DONATION 5,000
    CITY OF HOPE
    1500 EAST DUARTE ROAD
    DUARTE,CA91010
      PC DONATION 500
    CITY YEAR
    285 COLUMBUS AVENUE
    BOSTON,MA02116
      PC DONATION 15,000
    CIVICORPS SCHOOLS
    101 MYRTLE ST
    OAKLAND,CA94607
      PC DONATION 15,000
    CLASSIKA-SYNETIC THEATRE
    4041 CAMPBELL AVE
    ARLINGTON,VA22206
      PC DONATION 50,000
    COLLEGE OF THE ATLANTIC
    105 EDEN STREET
    BAR HARBOR,ME04609
      PC DONATION 1,501,500
    COLLEGIATE DIRECTIONS INC
    4833 RUGBY AVE 301
    BETHESDA,MD20814
      PC DONATION 500
    CONGREGATION SHOMREI TORAH
    2600 BENNETT VALLEY ROAD
    SANTA ROSA,CA95404
      PC DONATION 30,000
    CONTEMPORARY JEWISH MUSEUM
    736 MISSION ST
    SAN FRANCISCO,CA94103
      PC DONATION 52,500
    DANA TAI SOON BURGESS DANCE COMPANY
    2745 ARIZONA AVE NW
    WASHINGTON,DC20009
      PC DONATION 1,000
    DANCE PLACE
    3225 8TH STR NE
    WASHINGTON,DC20017
      PC DONATION 500
    DC ACTION FOR CHILDREN
    1432 K STREET NW 1050
    WASHINGTON,DC20005
      PC DONATION 1,000
    DC COLLEGE ACCESS PROGRAM
    1400 L ST NW SUITE 400
    WASHINGTON,DC20005
      PC DONATION 50,000
    DEFIANT REQUIEM FOUNDATION
    1201 PENNSYLVANIA AVE NW SUITE
    1117C
    WASHINGTON,DC20004
      PC DONATION 2,500
    DISTRICT OF COLUMBIA ARTS CENTER
    2438 18TH STREET NW
    WASHINGTON,DC20009
      PC DONATION 2,000
    DUKE ELLINGTON FUND
    2001 10TH ST NW
    WASHINGTON,DC20001
      PC DONATION 50,000
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
    1529 16TH ST NW
    WASHINGTON,DC20036
      PC DONATION 301,000
    FOCUS
    250 WEST MAIN ST SUITE 200
    CHARLOTTESVILLE,VA22902
      PC DONATION 5,000
    FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES
    1725 I STREET NW SUITE 300
    WASHINGTON,DC20006
      PC DONATION 5,000
    FOUNDATION FOR CONTEMPORARY ARTS
    820 GREENWICH STREET
    NEW YORK,NY10014
      PC DONATION 10,000
    FOUNDATION FOR JEWISH CAMP
    253 WEST 35TH STREET 4TH FLOOR
    NEW YORK,NY10001
      PC DONATION 5,000
    FOUNDATION FOR JEWISH STUDIES
    6101 MONTROSE ROAD SUITE 206
    ROCKVILLE,MD20852
      PC DONATION 5,000
    FRIENDS OF ACADIA
    PO BOX 45
    BAR HARBOR,ME04609
      PC DONATION 210,000
    FRIENDS OF OFANIM
    308 EAST LANCASTER AVE SUITE 300
    WYNNEWOOD,PA19096
      PC DONATION 5,000
    FRIENDS OF YEMIN ORDE
    12230 WILKINS AVE
    ROCKVILLE,MD20852
      PC DONATION 5,000
    FRIENDSHIP CIRCLE
    11621 SEVEN LOCKS RD
    POTOMAC,MD20854
      PC DONATION 500
    FUND FOR MAINE ISLANDS CO COLLEGE OF THE ATLANTIC
    105 EDEN ST
    BAR HARBOR,ME04609
      PC DONATION 1,000
    GEORGE WASHINGTON UNIVERSITY
    2100 M STREET NW 310
    WASHINGTON,DC20037
      PC DONATION 500,000
    GEORGETOWN UNIVERSITY
    3300 WHITEHAVEN ST NW 4000
    WASHINGTON,DC20007
      PC DONATION 50,000
    GESHER JEWISH DAY SCHOOL
    8900 LITTLE RIVER TURNPIKE
    FAIRFAX,VA22031
      PC DONATION 12,500
    GREAT HARBOR MARITIME MUSEUM
    PO BOX 145
    NORTHEAST HARBOR,ME04662
      PC DONATION 100
    GREATER WASHINGTON URBAN LEAGUE
    2901 14TH STREET NW
    WASHINGTON,DC20009
      PC DONATION 5,000
    HARBOR HOUSE COMMUNITY SERVICE CENTER
    PO BOX 836
    SOUTHEAST HARBOR,ME04679
      PC DONATION 500
    HAYSTACK MOUNTAIN SCHOOL OF CRAFTS
    PO BOX 518
    DEER ISLE,ME04627
      PC DONATION 500
    HIGHER ACHIEVEMENT
    317 18TH ST NE
    WASHINGTON,DC20002
      PC DONATION 10,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    800 EIGHTH STREET NW
    WASHINGTON,DC20001
      PC DONATION 75,000
    HOSPICE OF HANCOCK COUNTY
    29 UNION STREET
    ELLSWORTH,ME04605
      PC DONATION 500
    HOUSE OF RUTH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005
      PC DONATION 1,000
    ISLAND HOUSING TRUST
    PO BOX 851
    MOUNT DESERT,ME04660
      PC DONATION 10,000
    ISRAEL PROJECT
    2020 K STREET NW SUITE 7600
    WASHINGTON,DC20006
      PC DONATION 5,000
    ISRAEL TENNIS CENTERS FOUNDATION
    PO BOX 743044
    ATLANTA,GA30374
      PC DONATION 1,000
    JAMES RENWICK ALLIANCE
    4405 EAST-WEST HIGHWAY SUITE 510
    BETHESDA,MD20814
      PC DONATION 5,500
    JCC ASSOCIATION
    520 EIGHTH AVE
    NEW YORK,NY10018
      PC DONATION 5,000
    JEWISH COMMUNITY CENTER OF GREATER WASHINGTON
    6125 MONTROSE ROAD
    ROCKVILLE,MD20852
      PC DONATION 105,000
    JEWISH COMMUNITY CENTER OF NORTHERN VA
    8900 LITTLE RIVER TURNPIKE
    FAIRFAX,VA22031
      PC DONATION 110,000
    JEWISH COMMUNITY CENTER OF SAN FRANCISCO
    3200 CALIFORNIA ST
    SAN FRANCISCO,CA94118
      PC DONATION 17,500
    JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON
    6101 MONTROSE ROAD SUITE 205
    ROCKVILLE,MD20852
      PC DONATION 10,000
    JEWISH COUNCIL FOR THE AGING
    11820 PARKLAWN DRIVE 200
    ROCKVILLE,MD20852
      PC DONATION 10,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 MONTROSE ROAD
    ROCKVILLE,MD20852
      PC DONATION 75,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    25 BROADWAY STE 1700 OVERSEAS
    SUPPLEMENTAL GIVING/IEF
    NEW YORK,NY10004
      PC DONATION 50,000
    JEWISH FOUNDATION FOR GROUP HOMES
    1500 EAST JEFFERSON STREET
    ROCKVILLE,MD20852
      PC DONATION 6,000
    JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON
    PO BOX 791104
    BALTIMORE,MD21279
      PC DONATION 5,000
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021
      PC DONATION 2,500
    JEWISH SOCIAL SERVICE AGENCY
    6123 MONTROSE ROAD
    ROCKVILLE,MD20852
      PC DONATION 10,500
    JILL'S HOUSE
    9011 LEESBURG PIKE
    VIENNA,VA22182
      PC DONATION 10,000
    JTA - MJL 70 FACES MEDIA
    377 FIFTH AVENUE 2ND FLOOR
    NEW YORK,NY10016
      PC DONATION 10,000
    JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL
    432 PARK AVENUE SOUTH 15TH FLOOR
    NEW YORK,NY10016
      PC DONATION 5,000
    KENNEDY CENTER
    2700 F STREET NW
    WASHINGTON,DC20566
      PC DONATION 1,000
    KREEGER MUSEUM
    2401 FOXHALL RD NW
    WASHINGTON,DC20007
      POF DONATION 10,000
    LATIN AMERICAN YOUTH CENTER
    1419 COLUMBIA RD
    WASHINGTON,DC20009
      PC DONATION 200,000
    LEARNING ALLY
    5225 WISCONSIN AVE NW 312
    WASHINGTON,DC20015
      PC DONATION 1,000
    MAINE COAST HERITAGE TRUST
    ONE MAINE STREET SUITE 201
    TOPSHAM,ME04086
      PC DONATION 5,000
    MARTHA'S TABLE
    2114 14TH ST NW
    WASHINGTON,DC20009
      PC DONATION 210,000
    MAYO CLINIC FOUNDATION
    4500 SAN PABLO ROAD
    JACKSONVILLE,FL32224
      PC DONATION 1,250,000
    MEMRI
    1819 L STREET NW FIFTH FLOOR
    WASHINGTON,DC20036
      PC DONATION 5,000
    MICHELE SUSAN KOGOD MEMORIAL FOUNDATION
    12002 MONTROSE PARK PLACE
    NORTH BETHESDA,MD20852
      PC DONATION 1,000
    MITCHELL INSTITUTE
    22 MONUMENT SQUARE SUITE 200
    PORTLAND,ME04101
      PC DONATION 1,000
    MOMENT MAGAZINE
    4115 WISCONSIN AVENUE NW SUITE 10
    WASHINGTON,DC20016
      PC DONATION 2,500
    MOUNT DESERT 365
    PO BOX 636 123 MAIN ST
    NORTHEAST HARBOR,ME04662
      PC DONATION 1,000,000
    MOUNT DESERT FIRERESCUE ASSOCIATION
    PO BOX 814
    NORTHEAST HARBOR,ME04662
      PC DONATION 750
    MOUNT DESERT ISLAND HOSPITAL
    10 WAYMAN LANE
    BAR HARBOR,ME04609
      PC DONATION 10,000
    MOUNT DESERT NURSING ASSOCIATION
    PO BOX 397
    NORTHEAST HARBOR,ME04662
      PC DONATION 1,000
    MT DESERT LAND & GARDEN PRESERVE ISLAND FOUNDATION
    PO BOX 208
    SEAL HABOR,ME04675
      PC DONATION 5,000
    MUSEUM OF MODERN ART
    11 WEST 53 STREET
    NEW YORK,NY10019
      PC DONATION 51,000
    N STREET VILLAGE
    1333 N ST NW
    WASHINGTON,DC20005
      PC DONATION 5,000
    NATIONAL GALLERY OF ART
    2000 SOUTH CLUB DRIVE
    LANDOVER,MD20785
      PC DONATION 565,000
    NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP
    440 PARK AVENUE SOUTH 4TH FLOOR
    NEW YORK,NY10016
      PC DONATION 500
    NEIGHBORHOOD HOUSE
    PO BOX 752
    NORTHEAST HARBOR,ME04662
      PC DONATION 500
    NEW YORK LANDMARKS CONSERVANCY
    141 FIFTH AVENUE
    NEW YORK,NY10010
      PC DONATION 1,000
    NORTHEAST HARBOR AMBULANCE SERVICE
    PO BOX 122
    NORTHEAST HARBOR,ME04662
      PC DONATION 500
    NORTHEAST HARBOR LIBRARY
    PO BOX 279
    NORTHEAST HARBOR,ME04662
      PC DONATION 500
    NORTHEAST HARBOR VILLAGE IMPROVEMENT SOCIETY
    PO BOX 722
    NORTHEAST HARBOR,ME04662
      PC DONATION 1,000
    OCEANA
    1350 CONNECTICUT AVE NW 5TH FLOOR
    WASHINGTON,DC20036
      PC DONATION 5,000
    PANIM
    6101 MONTROSE ROAD SUITE 200
    ROCKVILLE,MD20852
      PC DONATION 10,000
    PARKINSON FOUNDATION OF THE NATIONAL CAPITAL AREA
    8830 CAMERON ST 201
    SILVER SPRING,MD20910
      PC DONATION 1,000
    PARTNERSHIP FOR CHILDREN'S RIGHTS
    271 MADISON AVE 17TH FLOOR
    NEW YORK,NY10016
      PC DONATION 1,000
    PEF ISRAEL ENDOWMENT FUND
    44 KILSYTH ROAD 3
    BROOKLINE,MA02445
      PC DONATION 75,000
    PHILLIPS COLLECTION
    1600 21ST STREET NW
    WASHINGTON,DC20009
      PC DONATION 225,000
    PRESIDENT LINCOLN'S COTTAGE
    3700 N CAPITAL ST NW 558 ATTN NORA
    COBO
    WASHINGTON,DC20011
      PC DONATION 1,000
    RECREATION WISH LIST COMMITTEE
    701 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20032
      PC DONATION 20,000
    REGINALD S LOURIE CENTER
    12301 ACADEMY WAY
    ROCKVILLE,MD20852
      PC DONATION 10,000
    RESPECT ABILITY
    4340 EAST-WEST HWY SUITE 350
    BETHESDA,MD20814
      PC DONATION 500
    ROCKEND ART BARN
    PO BOX 1093
    NORTHEAST HARBOR,ME04662
      PC DONATION 500
    SACRED HEART CATHEDRAL PREPARATORY
    PO BOX 640325
    SAN FRANCISCO,CA94164
      PC DONATION 2,500
    SAILORS FOR THE SEA
    18 MARKET STREET
    NEWPORT,RI02840
      PC DONATION 5,000
    SAINT ANN'S SCHOOL
    129 PIERREPONT STREET
    BROOKLYN,NY11201
      PC DONATION 10,000
    SAN FRANCISCO FRIENDS SCHOOL
    250 VALENCIA STREET
    SAN FRANCISCO,CA94103
      PC DONATION 2,500
    SAVE A CHILD'S HEART FOUNDATION USA
    440 PARK AVENUE SOUTH 4TH FLOOR
    NEW YORK,NY10016
      PC DONATION 10,500
    SCHOODIC INSTITUTE AT ACADIA NATIONAL PARK
    PO BOX 277
    WINTER HARBOR,ME04693
      PC DONATION 500
    SCHOOL YEAR ABROAD
    439 SOUTH UNION STREET
    LAWRANCE,MA01843
      PC DONATION 500
    SEAL HARBOR LIBRARY ASSOCIATION
    PO BOX 135
    SEAL HABOR,ME04675
      PC DONATION 500
    SEAL HARBOR VILLAGE IMPROVEMENT SOCIETY INC
    PO BOX 171
    SEAL HABOR,ME04675
      PC DONATION 2,000
    SEED FOUNDATION
    1776 MASSACHUSETTS AVE NW 600
    WASHINGTON,DC20036
      PC DONATION 100,000
    SHAKESPEARE THEATRE
    516 EIGHTH STREET SE
    WASHINGTON,DC20003
      PC DONATION 200,000
    SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
    ONE PENNSYLVANIA PLAZA 1606
    NEW YORK,NY10019
      PC DONATION 400,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVENUE NW
    WASHINGTON,DC20016
      PC DONATION 405,000
    SIGNATURE THEATRE
    4200 CAMPBELL AVE
    ARLINGTON,VA22206
      PC DONATION 200,000
    SIXTH & I HISTORIC SYNAGOGUE
    600 I STREET NW
    WASHINGTON,DC20001
      PC DONATION 500,000
    SMITHSONIAN INSTITUTION
    1111 N CAPITOL ST NE
    WASHINGTON,DC20078
      PC DONATION 45,000
    SO OTHERS MIGHT EAT
    71 O STREET NW
    WASHINGTON,DC20001
      PC DONATION 1,000
    SOFT POWER HEALTH
    2887 PURCHASE STREET
    PURCHASE,NY10577
      PC DONATION 5,000
    STOREFRONT FOR ART AND ARCHITECTURE
    97 KENMARE STREET
    NEW YORK,NY10012
      PC DONATION 7,500
    STUDIO THEATRE
    1501 14TH STREET NW
    WASHINGTON,DC20005
      PC DONATION 225,000
    THE BAY SCHOOL OF SAN FRANCISCO
    35 KEYES AVE
    SAN FRANCISCO,CA94129
      PC DONATION 20,000
    THE BEATRIX FARRAND SOCIETY
    PO BOX 111
    MOUNT DESERT,ME04660
      PC DONATION 500
    THE JACKSON LABORATORY
    600 MAIN STREET
    BAR HARBOR,ME04609
      PC DONATION 10,000
    THE LIFEFLIGHT FOUNDATION
    PO BOX 1007
    UNION,ME04862
      PC DONATION 5,000
    THEATREWASHINGTON
    2233 WISCONSIN AVENUE NW SUITE 300
    WASHINGTON,DC20007
      PC DONATION 10,000
    TRINITY UNIVERSITY
    715 STADIUM DR 46 DEPT OF MODERN
    LANGUAGES AND LITERATURES
    SAN ANTONIO,TX782127200
      PC DONATION 5,000
    TRUST FOR THE NATIONAL MALL
    1300 PENNSYLVANIA AVE NW 370
    WASHINGTON,DC20004
      PC DONATION 25,000
    UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION
    7309 BALTIMORE AVENUE STE 217
    COLLEGE PARK,MD20742
      PC DONATION 10,000
    URBAN INSTITUTE
    2100 M STREET NW
    WASHINGTON,DC20037
      PC DONATION 10,000
    URBAN LAND INSTITUTE
    625 INDIANA AVENUE N W
    WASHINGTON,DC20004
      PC DONATION 1,000
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024
      PC DONATION 10,000
    USAGAINSTALZHEIMER'S NETWORK
    1101 K ST NW SUITE 400
    WASHINGTON,DC20005
      PC DONATION 500,000
    VIVIENDAS LEON
    1585 FOLSOM ST
    SAN FRANCISCO,CA94103
      PC DONATION 15,000
    WASHINGTON BALLET
    3515 WISCONSIN AVE NW
    WASHINGTON,DC20016
      PC DONATION 1,000
    WASHINGTON INSTITUTE NEAR EAST POLICY
    1828 L STREET NW SUITE 1050
    WASHINGTON,DC20036
      PC DONATION 15,000
    WASHINGTON PERFORMING ARTS SOCIETY
    2000 L STREET NW SUITE 510
    WASHINGTON,DC20036
      PC DONATION 10,000
    WASHINGTON TENNIS AND EDUCATION FOUNDATION
    16TH AND KENNEDY STREETS NW
    WASHINGTON,DC20011
      PC DONATION 5,000
    WESTMORELAND CHILDREN'S CENTER
    5148 MASSACHUSETTS AVENUE
    BETHESDA,MD20816
      PC DONATION 1,000
    WHITNEY MUSEUM OF AMERICAN ART
    945 MADISON AVENUE
    NEW YORK,NY10021
      PC DONATION 5,000
    WOLFSONIAN - FLORIDA INTERNATIONAL UNIVERSITY
    1001 WASHINGTON AVENUE
    MIAMI BEACH,FL33139
      PC DONATION 5,000
    WOODROW WILSON CENTER
    1300 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004
      PC DONATION 6,000
    WOOLLY MAMMOTH THEATRE COMPANY
    641 D STREET NW
    WASHINGTON,DC20004
      PC DONATION 200,000
    WORLD JEWISH CONGRESS
    501 MADISON AVENUE 17TH FLOOR
    NEW YORK,NY10022
      PC DONATION 5,000
    YACHAD
    1776 MASSACHUSETTS AVENUE NW SUITE
    810
    WASHINGTON,DC20036
      PC DONATION 1,000
    YEAR UP BAY AREA
    210 SPEAR ST
    SAN FRANCISCO,CA94105
      PC DONATION 35,000
    Total .................................bullet 3a 11,240,850
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 113  
    4 Dividends and interest from securities....     14 124,209  
    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.....     03 502  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 9,394,702  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 9,519,526 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,519,526
    (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.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE ROBERT P AND ARLENE R KOGOD FAMILY
    FOUNDATION
    Employer identification number

    54-1813660
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE ROBERT P AND ARLENE R KOGOD FAMILY
    FOUNDATION
    Employer identification number
    54-1813660
    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
    ROBERT P KOGOD  
    2345 CRYSTAL DRIVE STE 1101
     
    ARLINGTON, VA22202

    $ 1,072,662


    (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.)
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE ROBERT P AND ARLENE R KOGOD FAMILY
    FOUNDATION
    Employer identification number

    54-1813660
    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
    1
    MARKETABLE EQUITY SECURITIES $ 10,480,447 2018-06-07
    (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
     
    $    
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE ROBERT P AND ARLENE R KOGOD FAMILY
    FOUNDATION
    Employer identification number

    54-1813660
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,525 5,263   5,262

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - CORPORATE STOCK 9,804 116,406

    TY 2018 OtherExpensesSchedule
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 239 239   0
    MISCELLANEOUS EXPENSES 248 124   124


    TY 2018 OtherIncomeSchedule2
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 502 502 502


    TY 2018 TaxesSchedule
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 94,000 0   0