Form990-PF
Click to see attachment

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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
Name of foundation
HOWARD AND GERALDINE POLINGER FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1301 CONNECTICUT AVENUE NW NO 450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
A Employer identification number

52-6078041
B Telephone number (see instructions)

(202) 888-6833
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$55,064,842J 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) 5,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 16,148 16,148  
4 Dividends and interest from securities... 616,136 616,136  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 731,557
b Gross sales price for all assets on line 6a 5,064,775
7 Capital gain net income (from Part IV, line 2)... 731,557
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)....... Click to see attachment 795,493 795,493  
12 Total. Add lines 1 through 11........ 7,159,334 2,159,334  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 147,240 0   147,240
14 Other employee salaries and wages...... 148,875 0   148,875
15 Pension plans, employee benefits....... 27,430 0   27,430
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,814 0   8,814
c Other professional fees (attach schedule).... Click to see attachment 175,938 138,799   10,139
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 31,504 4   1,500
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 59,589 0   59,589
21 Travel, conferences, and meetings....... 10,238 0   10,235
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,692 0   15,692
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 625,320 138,803   429,514
25 Contributions, gifts, grants paid....... 2,295,000 2,295,000
26 Total expenses and disbursements. Add lines 24 and 25 2,920,320 138,803   2,724,514
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,239,014
b Net investment income (if negative, enter -0-) 2,020,531
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 20,213 319,510 319,510
2 Savings and temporary cash investments......... 5,412,821 293,038 293,038
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) 0 Click to see attachment158,891 158,891
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment16,176,579 16,176,579
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment911,790 911,790
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 34,174,685 Click to see attachment37,190,998 37,190,998
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment14,036 Click to see attachment14,036 Click to see attachment14,036
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,621,755 55,064,842 55,064,842
Liabilities 17 Accounts payable and accrued expenses.......... 2,120  
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)......... 2,120 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 39,619,635 55,064,842
29 Total net assets or fund balances (see instructions)..... 39,619,635 55,064,842
30 Total liabilities and net assets/fund balances (see instructions). 39,621,755 55,064,842
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
39,619,635
2
Enter amount from Part I, line 27a .....................
2
4,239,014
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,345,260
4
Add lines 1, 2, and 3 ..........................
4
55,203,909
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
139,067
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
55,064,842
Form 990-PF (2019)
Form 990-PF (2019)
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 JP MORGAN P    
b HAWTHORNE INVESTMENTS P    
c CORE CAPITAL PARTNERS K-1 P    
d CORE CAPITAL PARTNERS K-1 P    
e CAPITAL GAINS DIVIDENDS P    
(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 2,838,214   2,817,143 21,071
b 2,085,427   1,509,740 575,687
c       -6,383
d       48
e 141,134     141,134
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       21,071
b       575,687
c       -6,383
d       48
e       141,134
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 2 731,557
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))
2018 2,810,670 48,205,816 0.058306
2017 2,314,791 47,825,558 0.048401
2016 2,185,829 47,951,919 0.045584
2015 1,996,830 43,317,400 0.046098
2014 1,906,423 40,521,471 0.047047
2
Total of line 1, column (d) .....................
2
0.245436
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
0.049087
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
53,073,859
5
Multiply line 4 by line 3......................
5
2,605,237
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
20,205
7
Add lines 5 and 6........................
7
2,625,442
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,724,514
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 (2019)
Form 990-PF (2019)
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 20,205
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 20,205
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 20,205
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 8,008
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,250
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,258
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,053
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet3,053 RefundedBullet 11 0
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)
    bulletMD
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbulletPOLINGERFOUNDATION.ORG
    14
    The books are in care ofbulletGMA FOUNDATIONS Telephone no.bullet (617) 426-7080

    Located atbullet2 LIBERTY SQUARE SUITE 500BOSTONMA ZIP+4bullet02109
    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 2019, 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
     
    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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    LORRE BETH POLINGER PRESIDENT
    20.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    ARNOLD LEE POLINGER DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    DAVID MARC POLINGER TREASURER
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    ERICA PRESSMAN SECRETARY/CHIEF EXEC OFFICER
    32.00     		144,000 3,240 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    JENNIFER ABRAMS DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    MOLLIE BARNATHAN DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    JAN POLINGER CHAVIS DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    CHARLIE POLINGER DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    STEVEN POLINGER DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    BECKY POLINGER DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    JULIE POLINGER DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    JOSHUA WERTLIEB VICE PRESIDENT
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    MIRIAM NSIMBI DIRECTOR
    1.00     		0 0 0
    5530 WISCONSIN AVENUE SUITE 1000
    CHEVY CHASE,MD20815
    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
    JULIA LIPTON PROGRAM OFFICER
    40.00     		80,875 0 0
    5530 WISCONSIN AVENUE SUITE 100
    CHEVY CHASE,MD20815
    ELIZABETH SPAGNOLETTI-HECKER GRANTS AND OPERATION
    40.00     		60,000 0 0
    5530 WISCONSIN AVENUE SUITE 100
    CHEVY CHASE,MD20815
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 (2019)
    Form 990-PF (2019)
    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
    53,750,727
    b
    Average of monthly cash balances.......................
    1b
    131,363
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    53,882,090
    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
    53,882,090
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    808,231
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    53,073,859
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,653,693
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,653,693
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    20,205
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,205
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,633,488
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,633,488
    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
    2,633,488
    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
    2,724,514
    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
    2,724,514
    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
    20,205
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,704,309
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 2,633,488
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 1,824,027
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 2,724,514
    a Applied to 2018, but not more than line 2a 1,824,027
    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 2019 distributable amount..... 900,487
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 0
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		1,733,001
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    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 (2019)
    Form 990-PF (2019)
    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
    DAF HASHOVUA
    419 BROOK AVE
    PASSAIC,NJ07055     		NONE PC GENERAL OPERATING SUPPORT 1,000
    EDLAVITCH DC JEWISH COMMUNITY CENTER
    1529 SIXTEENTH STREET NW
    WASHINGTON,DC20036     		NONE PC WASHINGTON JEWISH MUSIC FESTIVAL ENDOWMENT / KVELL: FEATURING THE WASHINGTON JEWISH MUSIC FESTIVAL AND THE WASHINGTON JEWISH FILM FESTIVAL 275,000
    FJC
    452 FIFTH AVE 24TH FL
    NEW YORK,NY11105     		NONE SO I HIDDEN SPARKS'S POLINGER FELLOW INTERNAL COACH PROGRAM 25,000
    THE ABRAHAM FUND INITIATIVES
    320 NEVADA ST STE 301
    NEWTON,MA02460     		NONE PC GENERAL OPERATING SUPPORT 3,500
    ACTION FOR BOSTON COMMUNITY DEVELOPMENT
    178 TREMONT STREET
    BOSTON,MA02111     		NONE PC SUMMERWORKS PROGRAM 10,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		NONE PC GENERAL OPERATING SUPPORT 23,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    220 E 42ND ST STE 400
    NEW YORK,NY10163     		NONE PC JCDR'S RESPONSE TO SYRIAN REFUGEES / UKRAINE CRISIS RELIEF / THE METSUDA YOUNG LEADERSHIP PROGRAM IN UKRAINE / THE FAMILY CAMPS AND MONTHLY ENCOUNTERS PROGRAM, ROMANIA / LEATID 93,500
    BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
    330 SEVENTH AVENUE 19TH FLOOR
    NEW YORK,NY10001     		NONE PC FIELD-BUILDING 15,000
    BETH JOSEPH CONGREGATION OF GREATER PHOENIX
    515 EAST BETHANY HOME ROAD
    PHOENIX,AZ85012     		NONE PC RENOVATION FUND 5,000
    CONGREGATION B'NAI TZEDEK
    10621 SOUTH GLEN ROAD
    POTOMAC,MD20854     		NONE PC GENERAL OPERATING SUPPORT 5,000
    BUILDING BRIDGES ACROSS THE RIVER INC
    1901 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20020     		NONE PC ARTS4ALL / ICAN TECHNICAL THEATER INTERNSHIP 90,000
    CAMERA
    PO BOX 35040
    BOSTON,MA021350001     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017     		NONE PC GENERAL OPERATING SUPPORT 4,000
    JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE
    1342 CONGRESS STREET
    PORTLAND,ME04102     		NONE PC ANNUAL CAMPAIGN, DESIGNATED FOR JEWISH FAMILY SERVICES 2,000
    CHILDREN'S NATIONAL MEDICAL CENTER
    111 MICHIGAN AVENUE NW
    WASHINGTON,DC200102916     		NONE PC EARLY CHILDHOOD MENTAL HEALTH IN PRIMARY CARE PROJECT (ECMH-PC) 195,000
    CONGREGATION BETH TEFILLAH OF ARIZONA
    10636 N 71ST WAY
    SCOTTSDALE,AZ85254     		NONE PC GENERAL OPERATING SUPPORT 2,000
    DC WHEEL PRODUCTIONS INCDBA DANCE PLACE
    3225 8TH ST NE
    WASHINGTON,DC20017     		NONE PC THE CARLA FUND ENDOWMENT / GENERAL OPERATING SUPPORT 100,000
    DC SCORES
    1224 M STREET NW STE 200
    WASHINGTON,DC20005     		NONE PC GENERAL OPERATING SUPPORT 3,000
    EAST VALLEY JEWISH COMMUNITY CENTER
    908 N ALMA SCHOOL RD
    CHANDLER,AZ85224     		NONE PC GENERAL OPERATING SUPPORT 2,000
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
    1529 16TH STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATING SUPPORT 2,500
    FLAMBOYAN FOUNDATION
    1730 MASSACHUSETTS AVE NW
    WASHINGTON,DC20009     		NONE PC FAMILY ENGAGEMENT EARLY CHILDHOOD RESOURCE DEVELOPMENT 70,000
    FREEDOM SERVICE DOGS
    7193 S DILLON CT
    ENGLEWOOD,CO80112     		NONE PC GENERAL OPERATING SUPPORT 1,500
    FRIENDS OF THE ISRAELI DEFENSE FORCES
    PO BOX 4224
    NEW YORK,NY10163     		NONE PC IMPACT! SCHOLARSHIP PROGRAM 8,000
    FROM THE TOP INC
    140 CLARENDON STREET SUITE 301
    BOSTON,MA02116     		NONE PC SUSTAINING TAKE IT BEYOND THE CONCERT HALL AND GROWING THE ALUMNI LEADERSHIP GRANT 60,000
    GATHERDC
    1875 CONNECTICUT AVENUE NW 10TH FL
    WASHINGTON,DC20009     		NONE PC NEWISH AND JEWISH/NEW-TO-DC INITIATIVES/JEWISH DC PIPELINE PROJECT 25,000
    GOUCHER COLLEGE
    1021 DULANEY VALLEY ROAD
    BALTIMORE,MD21204     		NONE PC THE HOWARD AND GERALDINE POLINGER SCHOLARSHIP IN DANCE 30,000
    HASBARA FELLOWSHIPS
    313 WEST 83RD STREET
    NEW YORK,NY10024     		NONE PC GENERAL OPERATING SUPPORT 2,500
    HEBREW HOME OF GREATER WASHINGTON
    6121 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE PC CHARLES AND MOLLIE AMERICAN ENDOWED FUND 15,000
    HUMANE RESCUE ALLIANCE
    71 OGLETHORPE STREET NW
    WASHINGTON,DC20011     		NONE PC SOPHIE'S FUND FOR EMERGENCY MEDICAL CARE / COMBAT CRUELTY FUND 5,000
    IMAGINATION STAGE
    4908 AUBURN AVENUE
    BETHESDA,MD20814     		NONE PC GENERAL OPERATING SUPPORT 2,500
    SIXTH & I HISTORIC SYNAGOGUE
    600 I STREET NW
    WASHINGTON,DC20001     		NONE PC 6TH IN THE CITY 60,000
    JEWISH ADOPTION AND FOSTER CARE OPTIONS
    4200 N UNIVERSITY DRIVE
    SUNRISE,FL33351     		NONE PC GROUP HOME PROGRAM 2,000
    THE JEWISH ARTS COLLABORATIVE
    1320 CENTER ST
    NEWTOWN,MA02459     		NONE PC CREATION AND PRESENTATION OF COLLABORATIVE PROGRAMMING 50,000
    BENDER JEWISH COMMUNITY CENTER OF GREATER WASHINGTON
    6125 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE PC GENERAL OPERATING SUPPORT 2,500
    JEWISH FAMILY SERVICE AND CHILDRENS CENTER OF CLIFTON-PASSAIC
    925 ALLWOOD ROAD 2ND FL
    CLIFTON,NJ07012     		NONE PC SOMAICH ACHIM 5,000
    THE JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD STE 100
    N BETHESDA,MD20852     		NONE PC THE JEWISH FEDERATION OF GREATER WASHINGTONS ANNUAL CAMPAIGN / PJ LIBRARY 210,000
    JEWISH SOCIAL SERVICE AGENCY
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850     		NONE PC ADOLESCENT TREATMENT AND OUTREACH ENDOWMENT FUND 17,000
    JEWISH SOCIAL SERVICE AGENCY (JSSA)
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850     		NONE PC GENERAL OPERATING SUPPORT 50,000
    THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
    2700 F STREET NW
    WASHINGTON,DC20566     		NONE PC GENERAL OPERATING SUPPORT 2,500
    KRAVIS CENTER FOR THE PERFORMING ARTS
    701 OKEECHOBEE BOULEVARD
    WEST PALM BEACH,FL33401     		NONE PC GENERAL OPERATING SUPPORT 3,500
    THE LAB SCHOOL OF WASHINGTON
    4759 RESERVOIR ROAD NW
    WASHINGTON,DC20007     		NONE PC GENERAL OPERATING SUPPORT 5,000
    LEVINE MUSIC
    2801 UPTON STREET NW
    WASHINGTON,DC20008     		NONE PC GENERAL OPERATING SUPPORT / SCHOLARSHIPS AND EXPANDING PERFORMANCE AT THEARC 42,500
    MAINE PUBLIC HEALTH ASSOCIATION
    11 PARKWOOD DR
    AUGUSTA,ME04330     		NONE PC GENERAL OPERATING SUPPORT 2,000
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    DC,DC20009     		NONE PC PERINATAL MENTAL HEALTH (PMH) CAPACITY BUILDING YEAR 2 68,000
    MIAMI CITY BALLET
    2200 LIBERTY AVENUE
    MIAMI BEACH,FL33139     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SMILE ON SENIORS OF ARIZONA
    2110 EAST LINCOLN DRIVE
    PHOENIX,AZ85016     		NONE PC GENERAL OPERATING SUPPORT 2,000
    MOISHE HOUSE
    441 SAXONY ROAD BARN 2
    ENCINITAS,CA92024     		NONE PC EMPOWERING CHANGE-MAKERS & FACILITATING VIBRANT JEWISH LIFE IN SMALLER JEWISH COMMUNITIES VIA MHWOW / MOISHE HOUSE PHOENIX 110,000
    NATIONAL CAPITAL LYME DISEASE ASSOCIATION
    PO BOX 8211
    MCLEAN,VA221068211     		NONE PC DR. NEIL SPECTOR'S RESEARCH ON IMMUNOBIOLOGY AND LYME TREATMENT / DR. SAMUEL SHOR AND HIS RESEARCH WITH CERES NANOSCIENCES ON LYME TESTING 5,000
    NATIONAL IMMIGRATION LAW CENTER
    3450 WILSHIRE BLVD 108-62
    LOS ANGELES,CA90010     		NONE PC GENERAL OPERATING SUPPORT 5,000
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 S INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106     		NONE PC NEW JEWISH CULTURE NETWORK 32,000
    PASSAIC CLIFTON COMMUNITY KOLLEL
    147 MARIETTA AVENUE
    PASSAIC,NJ07055     		NONE PC GENERAL OPERATING SUPPORT 1,500
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 97166
    WASHINGTON,DC200907166     		NONE PC GENERAL OPERATING SUPPORT 19,500
    REFUGEPOINT
    PO BOX 984001
    BOSTON,MA022984001     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SITAR ARTS CENTER
    1700 KALORAMA RD NW SUITE 101
    WASHINGTON,DC20009     		NONE PC GENERAL OPERATING 45,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE PC PROGRAM SUPPORT 1,000
    TEAM RUBICON
    6171 W CENTURY BLVD STE 310
    LOS ANGELES,CA90045     		NONE PC GENERAL OPERATING SUPPORT 2,500
    HAROLD GRINSPOON FOUNDATION
    67 HUNT ST STE 100
    AGAWAM,MA01001     		NONE PF PJ ALLIANCE 300,000
    THE ISRAEL PROJECT
    1901 PENNSYLVANIA AVENUE NW STE 600
    WASHINGTON,DC20006     		NONE PC GENERAL OPERATING SUPPORT 10,000
    THE MALALA FUND
    PO BOX 53347
    WASHINGTON,DC20009     		NONE PC GENERAL OPERATING SUPPORT 3,000
    THE POSSE FOUNDATION
    1319 F STREET NW STE 604
    WASHINGTON,DC20004     		NONE PC POSSE D.C. 2,000
    THE WASHINGTON BALLET
    3515 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		NONE PC THE WASHINGTON BALLET AT THE TOWN HALL EDUCATION ARTS RECREATION CAMPUS (TWB@THEARC) 40,000
    THE WICK THEATRE & COSTUME MUSEUM
    7901 NORTH FEDERAL HIGHWAY
    BOCA RATON,FL33487     		NONE PC GENERAL OPERATING SUPPORT 1,000
    TOMCHEI SHABBOS OF PASSAIC-CLIFTON
    242 HIGH STREET
    PASSAIC,NJ07055     		NONE PC GENERAL OPERATING SUPPORT 2,500
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		NONE PC GENERAL OPERATING SUPPORT 2,500
    VALLEY BEIT MIDRASH
    4645 E MARILYN ROAD
    PHOENIX,AZ85032     		NONE PC GENERAL OPERATING SUPPORT / VALLEY BEIT MIDRASH - STRENGTHENING AND ADVANCING YOUNG PROFESSIONAL PROGRAMS 55,000
    WETA
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206     		NONE PC GENERAL OPERATING SUPPORT 2,000
    FACING HISTORY AND OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445     		NONE PC POST-ELECTION SUPPORT FOR DIFFICULT CONVERSATIONS 2,500
    YAFFED
    PO BOX 1796
    NEW YORK,NY10956     		NONE PC GENERAL OPERATING SUPPORT 4,000
    YESHIVA OF GREATER WASHINGTON
    2010 LINDEN LANE
    SILVER SPRING,MD20910     		NONE PC GENERAL OPERATING SUPPORT 10,000
    YOUNG PLAYWRIGHTS' THEATER
    2437 15TH STREET NW
    WASHINGTON,DC20009     		NONE PC CONTINUED EXPANSION ACCORDING TO DREAM IMPACT MAP 30,000
    Total .................................bullet 3a 2,295,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 16,148  
    4 Dividends and interest from securities.... 900000   14 616,136  
    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..... 900000   14 795,493  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900000   18 731,557  
    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 2,159,334 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,159,334
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    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
    2019
    Name of the organization
    HOWARD AND GERALDINE POLINGER FAMILY
    FOUNDATION
    Employer identification number

    52-6078041
    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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    HOWARD AND GERALDINE POLINGER FAMILY
    FOUNDATION         		Employer identification number
    52-6078041
    Part I
    Contributors
    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
    GERALDINE POLINGER
    5530 WISCONSIN AVE SUITE 100
     
    CHYVY CHASE, MD208254330

    		$ 5,000,000


    (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.)
    (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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    HOWARD AND GERALDINE POLINGER FAMILY
    FOUNDATION         		Employer identification number

    52-6078041
    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
     
    		$    
    (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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    HOWARD AND GERALDINE POLINGER FAMILY
    FOUNDATION         		Employer identification number

    52-6078041
    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) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 8,814 0   8,814

    TY 2017 GeneralExplanationAttachment
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Identifier Return Reference Explanation
    EXPLANATION OF KEY CHANGES STATEMENT OF AMENDMENT THE VALUATION OF SECURITIES WAS CORRECTED FROM $47,439,158, AS ORIGINALLY FILED TO $53,750,727. IN ADDITION, A $75,000 GRANT TO HILLEL INTERNATIONAL, REPORTED ON THE 990-PF AS ORIGINALLY FILED, WAS CANCELLED. ACCORDINGLY, CONTRIBUTIONS, GRANTS, GRANTS PAID AS ORIGINALLY REPORTED AT $2,370,000 ON PART I, LINE 25, WAS AMENDED TO $2,295,000. AS A RESULT, THE TOTAL REPORTED ON PART XV WAS ALSO CHANGED FROM $2,370,000 TO $2,295,000. LASTLY, CASH AS REPORTED ON PART II, LINE 1, ORIGINALLY WAS $244,500 AND WAS AMENDED TO $319,500.ACCORDINGLY, THE ABOVE ADMENDMENTS TO THE RETURN ALSO RESULTED IN CHANGES TO PART XIII, LINES 1(D), 4, 4A(C), 4D(D) AND 6F(D), WHICH AS ORIGINALLY FILED, WERE $2,322,643, $2,739,925, $1,824,027, $915,898, AND $1,406,745, RESPECTIVELY.

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Name of Bond End of Year Book Value End of Year Fair Market Value
    US FIXED INCOME- JP MORGAN 886,748 886,748
    CORPORATE BONDS-PNC HAWTHORN 25,042 25,042

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK - PNC HAWTHORN 15,689,979 15,689,979
    13,473 SHS GOLUB CAPITAL 246,556 246,556
    9,031 SHS JP MORGAN CHASE 240,044 240,044

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    US Government Securities - End of Year Book Value:

    84,278
    US Government Securities - End of Year Fair Market Value:

    84,278
    State & Local Government Securities - End of Year Book Value:


    74,613
    State & Local Government Securities - End of Year Fair Market Value:


    74,613


    TY 2017 InvestmentsOtherSchedule2
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CORE CAPITAL PARTNERS II AT COST 133,765 133,765
    NOTE RECEIVABLE - LLC FMV 12,365,549 12,365,549
    LONG POND OFFSHORE LTD FMV 619,126 619,126
    VITTORIA OFFSHORE LTC FMV 6,534,827 6,534,827
    MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN FMV 882,450 882,450
    MUTUAL FUNDS EQUITIES-PNC HAWTHORN FMV 6,195,304 6,195,304
    MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN FMV 1,782,823 1,782,823
    US LARGE CAP EQUITY FMV 185,845 185,845
    EUROPEAN LARGE CAP EQUITY FMV 585,200 585,200
    EMERGING MARKET LARGE CAP EQUITY FMV 156,168 156,168
    PREFERRED STOCK AND OTHER FMV 97,040 97,040
    US LARGE CAP EQUITY FMV 1,985,016 1,985,016
    EAFE EQUITY FMV 1,057,445 1,057,445
    EUROPEAN LARGE CAP EQUITY FMV 84,978 84,978
    JAPANESE LARGE CAP EQUITY FMV 62,832 62,832
    MUTUAL FUNDS BONDS-SCHWAB FMV 483,231 483,231
    EQUITY FUNDS-SCHWAB FMV 3,885,998 3,885,998
    MUTUAL FUNDS FIXED INCOME - PNC HAWTHORN FMV 524 524
    MUTUAL FUNDS EQUITIES-PNC HAWTHORN FMV 42,527 42,527
    MUTUAL FUNDS ALTERNATIVES- PNC HAWTHORN FMV 50,350 50,350

    TY 2017 OtherAssetsSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 14,036 14,036 14,036


    TY 2017 OtherDecreasesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Amount
    COST ADJUSTMENT ALERIAN MLP ETF 139,046
    COST ADJUSTMENT ST HSG SER A 21


    TY 2017 OtherExpensesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 318 0   318
    OFFICE EXPENSE 4,473 0   4,473
    PAYROLL FEES 3,119 0   3,119
    INSURANCE 2,975 0   2,975
    DUES 1,730 0   1,730
    COMPUTERS 2,384 0   2,384
    MISCELLANEOUS 693 0   693


    TY 2017 OtherIncomeSchedule2
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NOTE RECEIVABLE INTEREST 632,334 632,334 632,334
    PASS THROUGH INCOME CORE CAPITAL K-1 163,159 163,159 163,159


    TY 2017 OtherIncreasesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Description Amount
    RETURN OF CAPITAL-PLEIADES 27,175
    RETURN OF CAPITAL- PERCEVAL 28,766
    UNREALIZED APPRECIATION OF INVESTMENTS 2018 2,317,307
    CUMM ADJ OF INVESTMENTS FROM COST TO FMV 8,972,012


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES (K-1) 24,427 24,427   0
    INVESTMENT FEES 141,372 114,372   0
    CONSULTING 10,139 0   10,139


    TY 2017 TaxesSchedule
    Name:
    HOWARD AND GERALDINE POLINGER FAMILY
     
    FOUNDATION
    EIN:
    52-6078041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 30,000 0   0
    FOREIGN TAXES PAID CORE CAPITAL K-1 4 4   0
    STATE FILING FEES/TAXES 1,500 0   1,500