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
MAYBERG FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)8401 CONNECTICUT AVENUE NO 1260
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD20815
A Employer identification number

81-4574465
B Telephone number (see instructions)

(301) 881-7500
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$9,204,372J 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) 11,457,612
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,612 2,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,712,774
b Gross sales price for all assets on line 6a 4,985,315
7 Capital gain net income (from Part IV, line 2)... 2,712,774
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).......      
12 Total. Add lines 1 through 11........ 14,172,998 2,715,386  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 225,000 0   202,500
14 Other employee salaries and wages...... 473,558 0   426,202
15 Pension plans, employee benefits....... 131,482 0   118,334
16a Legal fees (attach schedule)......... Click to see attachment 3,567 0   0
b Accounting fees (attach schedule)....... Click to see attachment 27,122 0   24,410
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,620 0   40,160
19 Depreciation (attach schedule) and depletion... Click to see attachment 14,634 0  
20 Occupancy.............. 73,380 0   66,042
21 Travel, conferences, and meetings....... 158,135 0   158,135
22 Printing and publications.......... 377 0   377
23 Other expenses (attach schedule)....... Click to see attachment 313,556 0   302,283
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,465,431 0   1,338,443
25 Contributions, gifts, grants paid....... 4,171,286 4,171,286
26 Total expenses and disbursements. Add lines 24 and 25 5,636,717 0   5,509,729
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,536,281
b Net investment income (if negative, enter -0-) 2,715,386
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............. 88,448 87,931 87,931
2 Savings and temporary cash investments.........   4,348,504 4,348,504
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..........   267 267
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 0 Click to see attachment4,671,522 4,671,522
14 Land, buildings, and equipment: basis bullet124,089
Less: accumulated depreciation (attach schedule) bullet34,738 24,086 Click to see attachment89,351 89,351
15 Other assets (describe bullet) Click to see attachment2,750 Click to see attachment6,797 Click to see attachment6,797
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 115,284 9,204,372 9,204,372
Liabilities 17 Accounts payable and accrued expenses.......... 13,291 566,098
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)......... 13,291 566,098
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 101,993 8,638,274
30 Total net assets or fund balances (see instructions)..... 101,993 8,638,274
31 Total liabilities and net assets/fund balances (see instructions). 115,284 9,204,372
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
101,993
2
Enter amount from Part I, line 27a .....................
2
8,536,281
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,638,274
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
8,638,274
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 STOCK      
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 4,985,315   2,272,541 2,712,774
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       2,712,774
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 2,712,774
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 326,055 93,145 3.500510
2016 841,861 26,793 31.420931
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
34.921441
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
17.460721
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
418,804
5
Multiply line 4 by line 3......................
5
7,312,620
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
27,154
7
Add lines 5 and 6........................
7
7,339,774
8
Enter qualifying distributions from Part XII, line 4,.............
8
10,193,750
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 27,154
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 27,154
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 27,154
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 67,885
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 67,885
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 40,731
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet40,731 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 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 addressbulletWWW.MAYBERG.ORG
    14
    The books are in care ofbulletTODD SUKOL Telephone no.bullet (301) 881-7500

    Located atbullet8401 CONNECTICUT AVE STE 1260CHEVY CHASEMD ZIP+4bullet20815
    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
    LOUIS MAYBERG PRESIDENT
    1.00     		0 0 0
    8401 CONNECTICUT AVENUE SUITE 1260
    CHEVY CHASE,MD20815
    MANETTE MAYBERG VICE-PRESIDENT
    1.00     		0 0 0
    8401 CONNECTICUT AVENUE SUITE 1260
    CHEVY CHASE,MD20815
    TODD SUKOL EXECUTIVE DIRECTOR
    40.00     		225,000 38,292 0
    8401 CONNECTICUT AVENUE SUITE 1260
    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
    SAMUEL FELD FOUNDING DIRECTOR, J
    40.00     		58,900 65,593 0
    8401 CONNECTICUT AVENUE SUITE 1260
    CHEVY CHASE,MD20815
    DANA SICHERMAN DIRECTOR, MYZUZAH
    40.00     		100,000 16,937 0
    8401 CONNECTICUT AVENUE SUITE 1260
    CHEVY CHASE,MD20815
    AMANDA MIZRAHI MANAGING DIRECTOR
    32.00     		84,600 6,669 0
    8401 CONNECTICUT AVENUE SUITE 1260
    CHEVY CHASE,MD20815
    SHARON FREUNDEL MANAGING DIRECTOR, J
    40.00     		77,188 13,947 0
    8401 CONNECTICUT AVENUE SUITE 1260
    CHEVY CHASE,MD20815
    MARNI DARBY OPERATIONS MANAGER
    40.00     		56,200 14,469 0
    8401 CONNECTICUT AVENUE SUITE 1260
    CHEVY CHASE,MD20815
    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 JEWISH ADULT EDUCATION PROJECTS AND THE JEWISH EDUCATIONINNOVATION CHALLENGE, A PROGRAM TO DEVELOP INNOVATIVE MODELS IN JEWISH DAY SCHOOL EDUCATION THROUGH GRANT FUNDING, RESEARCH AND PROVISION OF CONSULTING SERVICES TO SCHOOLS. 0
    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 NON-INTEREST-BEARING LOAN TO 501(C)(3) ORG. - JEWISH ROCKVILLE OUTREACH CONGREGATION TO FUND ITS PROGRAMS. 1,400,000
    2 NON-INTEREST-BEARING LOAN TO 501(C)(3) ORG. - AMERICAN FRIENDS OF AISH TO FUND ITS PROGRAMS. 950,000
    All other program-related investments. See instructions.
    3 Click to see attachment 2,334,021
    Total. Add lines 1 through 3.........................bullet4,684,021
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    425,182
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    425,182
    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
    425,182
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,378
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    418,804
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    20,940
    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
    20,940
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    27,154
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    798
    c
    Add lines 2a and 2b............................
    2c
    27,952
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    0
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    0
    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
    0
    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
    5,509,729
    b
    Program-related investments—total from Part IX-B..................
    1b
    4,684,021
    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
    10,193,750
    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
    27,154
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    10,166,596
    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 0
    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......  
    b From 2014......  
    c From 2015......  
    d From 2016...... 840,745
    e From 2017...... 324,881
    fTotal of lines 3a through e........ 1,165,626
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 10,193,750
    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..... 0
    e Remaining amount distributed out of corpus 10,193,750
    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 11,359,376
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		11,359,376
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 840,745
    d Excess from 2017.... 324,881
    e Excess from 2018.... 10,193,750
    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).)
    LOUIS MAYBERG
    MANETTE MAYBERG
    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
    GEORGE WASHINGTON UNIVERSITY
    2134 G STREET NW
    WASHINGTON,DC20052     		  PC SUPPORT PROGRAMMING 830,828
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD SUITE 100
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 766,520
    JEWISH WOMEN'S RENAISSANCE PROJECT
    6101 EXECUTIVE BLVD
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 703,600
    JERUSALEM AISH HATORAH FUND
    PO BOX 402666
    MIAMI BEACH,FL33140     		  PC SUPPORT PROGRAMMING 375,000
    AMERICAN FRIENDS OF SHALVA ISRAEL INC
    315 FIFTH AVENUE 6TH FLOOR
    NEW YORK,NY10016     		  PC SUPPORT PROGRAMMING 161,620
    YESHIVA OF GREATER WASHINGTON
    2010 LINDEN LANE
    SILVER SPRING,MD20910     		  PC SUPPORT PROGRAMMING 128,800
    SECURING AMERICAS FUTURE ENERGY
    1111 19TH STREET NW SUITE 406
    WASHINGTON,DC20036     		  PC SUPPORT PROGRAMMING 100,000
    INNOVATION AFRICA
    520 8TH AVE 15TH FLOOR
    NEW YORK,NY10018     		  PC SUPPORT PROGRAMMING 79,000
    AMERICAN FRIENDS OF ISRAEL DEMOCRACY INSTITUTE
    1266 WEST PACES FERRY ROAD 615
    ATLANTA,GA30327     		  PC SUPPORT PROGRAMMING 75,000
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001     		  PC SUPPORT PROGRAMMING 75,000
    KATZ YESHIVAH HIGH SCHOOL
    20900 RUTH AND BARON COLEMAN BLVD
    BOCA RATON,FL33428     		  PC SUPPORT PROGRAMMING 50,000
    THANK ISRAELI SOLDIERS
    PO BOX 644735
    PITTSBURGH,PA15264     		  PC SUPPORT PROGRAMMING 50,000
    JEWISH FEDERATION OF NORTHERN NJ
    50 EISENHOWER DRIVE
    PARAMUS,NJ07652     		  PC SUPPORT PROGRAMMING 37,500
    ROHR JEWISH LEARNING INSTITUTE
    822 EASTERN PARKWAY SUITE 1
    BROOKLYN,NY11213     		  PC SUPPORT PROGRAMMING 37,167
    CLARION PROJECT
    1717 PENNSYLVANIA AVE SUITE 1025
    WASHINGTON,DC20006     		  PC SUPPORT PROGRAMMING 36,000
    FOUNDATION FOR DEFENSE OF DEMOCRACIES
    PO BOX 33249
    WASHINGTON,DC20033     		  PC SUPPORT PROGRAMMING 36,000
    AYEKA LTD
    3616 HENRY HUDSON PKWY APT 2BS
    BRONX,NY10463     		  PC SUPPORT PROGRAMMING 30,000
    JEWISHROC
    11304 OLD GEORGETOWN ROAD
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 30,000
    LEKET ISRAEL
    PO BOX 2090
    TEANECK,NJ07666     		  PC SUPPORT PROGRAMMING 30,000
    MECHON HADAR
    190 AMSTERDAM AVENUE
    NEW YORK,NY10023     		  PC SUPPORT PROGRAMMING 30,000
    AISH HATORAH OF WASHINGTON DC INC
    11418 OLD GEORGETOWN RD
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 25,000
    AKIBA-SCHECHTER JEWISH DAY SCHOOL
    5235 S CORNELL AVE
    CHICAGO,IL60615     		  PC SUPPORT PROGRAMMING 25,000
    ALEF BET MONTESSORI SCHOOL
    7300 WHITTIER BLVD
    BETHESDA,MD20814     		  PC SUPPORT PROGRAMMING 25,000
    CHABAD OF SILVER SPRING
    519 LAMBERTON DRIVE
    SILVER SPRING,MD20902     		  PC SUPPORT PROGRAMMING 25,000
    ENDOWMENT FOR MIDDLE EAST TRUTH
    PO BOX 66366
    WASHINGTON,DC20035     		  PC SUPPORT PROGRAMMING 25,000
    FUCHS MIZRACHI SCHOOL
    22660 SHAKER BLVD
    BEACHWOOD,OH44122     		  PC SUPPORT PROGRAMMING 25,000
    IR DAVID
    575 LEXINGTON AVENUE 4TH FLOOR
    NEW YORK,NY10022     		  PC SUPPORT PROGRAMMING 25,000
    JERUSALEM U
    11110 W OAKLAND PARK BLVD SUITE 288
    SUNRISE,FL33351     		  PC SUPPORT PROGRAMMING 25,000
    JEWISH COMM RELATIONS COUNCIL
    6101 EXECUTIVE BLVD SUITE 300
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 25,000
    KAHAL - DELEGATION OF JEWISH AMERICAN STUDENTS
    4700 N RAVENSWOOD AVE SUITE B
    CHICAGO,IL60640     		  PC SUPPORT PROGRAMMING 20,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    1400 K STREET NW SUITE 725
    WASHINGTON,DC20005     		  PC SUPPORT PROGRAMMING 18,000
    HOUSE OF RUTH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005     		  PC SUPPORT PROGRAMMING 15,000
    OPERATION EMBRACE FOUNDATION
    143 ROLLINS AVE SUITE 2011
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 15,000
    PROJECT INSPIRE
    915 CLIFTON AVENUE SUITE 7
    CLIFTON,NJ07013     		  PC SUPPORT PROGRAMMING 15,000
    AMERICAN FRIENDS OF IDC HERZLIYA
    142 WEST 57TH ST 11TH FLOOR
    NEW YORK,NY10019     		  PC SUPPORT PROGRAMMING 12,500
    JEWISH RESOURCE CENTER VAIL CO
    450 E LIONSHEAD CIRCLE
    VAIL,CO81657     		  PC SUPPORT PROGRAMMING 12,500
    LAMPLIGHTERS YESHIVA
    1337 PRESIDENT STREET
    BROOKLYN,NY11213     		  PC SUPPORT PROGRAMMING 12,500
    SSDS OF BERGEN COUNTY
    275 MCKINLEY AVENUE
    NEW MILFORD,NJ07646     		  PC SUPPORT PROGRAMMING 12,500
    STARS OF ISRAEL ACADEMY
    1540 EAST 3RD STREET
    BROOKLYN,NY11230     		  PC SUPPORT PROGRAMMING 12,500
    KEREN HACHESSED
    10711 HUNTWOOD DRIVE
    SILVER SPRING,MD20901     		  PC SUPPORT PROGRAMMING 11,000
    PRIZMAH CENTER FOR JEWISH DAY SCHOOLS
    254 WEST 54TH STREET 11TH FLOOR
    NEW YORK,NY10019     		  PC SUPPORT PROGRAMMING 10,000
    THE INCUBATOR FOR EMERGING JEWISH INITIATIVES
    8401 CONNECTICUT AVE SUITE 1260
    CHEVY CHASE,MD20815     		  PC SUPPORT PROGRAMMING 10,000
    ONETABLE
    79 MADISON AVE
    NEW YORK,NY10016     		  PC SUPPORT PROGRAMMING 6,500
    OU NCSY YACHAD
    11 BROADWAY 13TH FLOOR
    NEW YORK,NY10004     		  PC SUPPORT PROGRAMMING 6,000
    AMERICAN FRIENDS NISHMAT
    520 8TH AVE
    NEW YORK,NY10018     		  PC SUPPORT PROGRAMMING 5,000
    AMIT CHILDREN
    817 BROADWAY 3RD FL
    NEW YORK,NY10003     		  PC SUPPORT PROGRAMMING 5,000
    CHABAD HOUSE
    2110 LEROY PLACE
    WASHINGTON,DC20008     		  PC SUPPORT PROGRAMMING 5,000
    DERECH INC
    127 BEVERLEY RD
    BROOKLYN,NY11218     		  PC SUPPORT PROGRAMMING 5,000
    GIVING FUND-VAAD LORER
    150 BOULEVARD
    PASSAIC,NJ07055     		  PC SUPPORT PROGRAMMING 5,000
    HASBARA FELLOWSHIPS
    315 W 36TH ST SUITE 5061
    NEW YORK,NY10018     		  PC SUPPORT PROGRAMMING 5,000
    HOLY WOMAN FOUNDATION
    390 OAK AVENUE
    CEDARHURST,NY11516     		  PC SUPPORT PROGRAMMING 5,000
    HONESTREPORTINGCOM
    165 EAST 56TH ST 2ND FL
    NEW YORK,NY10022     		  PC SUPPORT PROGRAMMING 5,000
    NE EMAN FOUNDATION
    18 HAZELTON ROAD
    NEWTON CENTER,MA02459     		  PC SUPPORT PROGRAMMING 5,000
    REPORT INC
    1121 N BETHLEHEM PIKE SUITE 60
    SPRING HOUSE,PA19477     		  PC SUPPORT PROGRAMMING 5,000
    UPSTART BAY AREA
    560 MISSION STREET SUITE 1395
    SAN FRANCISCO,CA94105     		  PC SUPPORT PROGRAMMING 5,000
    NAMI
    3803 N FAIRFAX DR SUITE 100
    ARLINGTON,VA22203     		  PC SUPPORT PROGRAMMING 4,000
    DONATION GIVE33
    115 EAST 7TH ST
    PERRYSBURG,OH43551     		  PC SUPPORT PROGRAMMING 3,600
    YALDEI SHLUCHEI HAREBBE
    353 KINGSTON AVE SUITE 302
    BROOKLYN,NY11213     		  PC SUPPORT PROGRAMMING 3,600
    MIKVAH EMUNAH
    PO BOX 1714
    SILVER SPRING,MD20915     		  PC SUPPORT PROGRAMMING 3,000
    KESHER ISRAEL CONGREGATION
    2801 NORTH STREET NW
    WASHINGTON,DC20007     		  PC SUPPORT PROGRAMMING 2,700
    ALGEMEINER
    208 E 51ST ST SUITE 185
    NEW YORK,NY10022     		  PC SUPPORT PROGRAMMING 2,500
    FRIENDSHIP CIRCLE
    6892 WEST MAPLE RD W
    BLOOMFIELD,MI48322     		  PC SUPPORT PROGRAMMING 2,500
    KEMP MILL SYNAGOGUE
    11910 KEMP MILL RD
    SILVER SPRING,MD20902     		  PC SUPPORT PROGRAMMING 2,026
    AMERICAN JEWISH COMMITTEE
    165 EAST 56TH ST
    NEW YORK,NY10022     		  PC SUPPORT PROGRAMMING 1,500
    CHABAD LUBAVITCH BROOKLYN
    770 EASTERN PKWY
    BROOKLYN,NY11213     		  PC SUPPORT PROGRAMMING 1,080
    AMUDIM COMM RESOURCES
    11 BROADWAY 1076
    NEW YORK,NY10004     		  PC SUPPORT PROGRAMMING 1,000
    BENDER JCC
    6125 MONTROSE RD
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 1,000
    FRIENDS OF THE IDF
    PO BOX 4224
    NEW YORK,NY10163     		  PC SUPPORT PROGRAMMING 1,000
    HEBREW FREE LOAN ASSOC OF WASHINGTON DC
    10421 MOTOR CITY DR 342044
    BETHESDA,MD20817     		  PC SUPPORT PROGRAMMING 1,000
    IATS CENTER FOR INDEPENDENCE
    258 3RD ST SW
    HURON,SD57350     		  PC SUPPORT PROGRAMMING 1,000
    KENSINGTON VFD
    10620 CONNECTICUT AVE
    KENSINGTON,MD20895     		  PC SUPPORT PROGRAMMING 1,000
    KOLLEL TORAS ZERAIM
    960 46TH STREET
    BROOKLYN,NY11219     		  PC SUPPORT PROGRAMMING 1,000
    YAD ELIEZER
    410 GLENN RD
    JACKSON,NJ08527     		  PC SUPPORT PROGRAMMING 1,000
    CORNELL UNIVERSITY HILLEL
    548 COLLEGE AVE
    ITHACA,NY14850     		  PC SUPPORT PROGRAMMING 700
    FRIENDS OF ASOR FUND USA INC - JGIVE
    24 HEBRON RD JVP MEDIA QUARTER
    JERUSALEM   91087
    IS     		  PC SUPPORT PROGRAMMING 680
    LIFE'S DOOR
    3145 CONEY ISLAND AVE
    BROOKLYN,NY11235     		  PC SUPPORT PROGRAMMING 540
    BIKUR CHOLIM MIAMI
    651 W 47TH ST
    MIAMI,FL33140     		  PC SUPPORT PROGRAMMING 500
    HEBREW HOME GREATER WASHINGTON
    6121 MONTROSE RD
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 500
    MEOR MANHATTAN
    38 W 13TH ST
    NEW YORK,NY10011     		  PC SUPPORT PROGRAMMING 500
    TEAM LIFELINE
    151 WEST 30TH ST
    NEW YORK,NY10001     		  PC SUPPORT PROGRAMMING 360
    YESHIVA TORAS CHAIM
    1025 MIAMI GARDENS DR
    MIAMI BEACH,FL33179     		  PC SUPPORT PROGRAMMING 360
    FRESH AIR FUND
    633 THIRD AVENUE 14TH FL
    NEW YORK,NY10017     		  PC SUPPORT PROGRAMMING 250
    MITZVAHCYCLE
    12320 PARKLAWN DRIVE
    ROCKVILLE,MD20852     		  PC SUPPORT PROGRAMMING 205
    AMERICAN FRIENDS RAMBAM HOSPITAL
    420 LEXINGTON AVE
    NEW YORK,NY10170     		  PC SUPPORT PROGRAMMING 180
    BEIS MIDRASH OF QUEENS
    17 FORT GEORGE HL
    NEW YORK,NY10040     		  PC SUPPORT PROGRAMMING 180
    CHABAD UPTOWN
    4311 BETTIS DRIVE
    HOUSTON,TX77027     		  PC SUPPORT PROGRAMMING 180
    HOPE TIME CURE EPILEPSY
    101 BILLINGS ST
    SHARON,MA02067     		  PC SUPPORT PROGRAMMING 180
    MIAMI BEACH ERUV COUNCIL
    7055 BONITA DR
    MIAMI,FL33141     		  PC SUPPORT PROGRAMMING 180
    FRIENDS OF UNITED HATZALAH
    208 E 51ST ST SUITE 303
    NEW YORK,NY10022     		  PC SUPPORT PROGRAMMING 150
    YOUNG ISRAEL
    9580 ABBOTT AVE
    SURFSIDE,FL33154     		  PC SUPPORT PROGRAMMING 100
    Total .................................bullet 3a 4,171,286
    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 ...........     		         
    4 Dividends and interest from securities....     14 2,612  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,712,774  
    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 2,715,386 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,715,386
    (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
    MAYBERG FOUNDATION INC
     
    Employer identification number

    81-4574465
    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
    MAYBERG FOUNDATION INC
          		Employer identification number
    81-4574465
    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
    MAYBERG FAMILY CHARITABLE FOUNDATION
     
    10295 COLLINS AVENUE UNIT 2208
     
    BAL HARBOUR, FL33154

    		$ 5,463,701


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    MAYBERG FAMILY CHARITABLE FOUNDATION
     
    10295 COLLINS AVENUE UNIT 2208
     
    BAL HARBOUR, FL33154

    		$ 3,645,022


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    MAYBERG FAMILY CHARITABLE FOUNDATION
     
    10295 COLLINS AVENUE UNIT 2208
     
    BAL HARBOUR, FL33154

    		$ 6,797


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    MAYBERG FAMILY CHARITABLE FOUNDATION
     
    10295 COLLINS AVENUE UNIT 2208
     
    BAL HARBOUR, FL33154

    		$ 69,551


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    LOUIS MAYBERG
     
    10295 COLLINS AVENUE UNIT 2208
     
    BAL HARBOUR, FL33154

    		$ 2,272,541


    (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
    MAYBERG FOUNDATION INC
          		Employer identification number

    81-4574465
    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
    2
    		 NOTES RECEIVABLE FROM PUBLIC CHARITIES TO SUPPORT BUILDING PROGRAMS, ETC. $ 3,645,022 2018-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 SECURITY DEPOSIT. $ 6,797 2018-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 OFFICE FURNITURE AND EQUIPMENT. $ 69,551 2018-01-01
    (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
    MAYBERG FOUNDATION INC
          		Employer identification number

    81-4574465
    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:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 27,122 0   24,410

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Category Amount
    ADDITIONAL LOANS TO 501(C)(3) ORGANIZATIONS TO SUPPORT THEIR MISSIONS. 2,334,021

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LEASEHOLD IMPROVEMENTS 2016-12-01 21,805 606 SL 39.000000000000 559 0    
    SIGNAGE 2016-12-01 3,416 529 SL 7.000000000000 488 0    
    FURNITURE 2016-07-01 88,520 18,969 SL 7.000000000000 12,646 0    
    WORKSTATION BUILDOUT 2018-06-01 3,800   SL 7.000000000000 317 0    
    FURNITURE 2018-04-17 6,548   SL 7.000000000000 624 0    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NOTES RECEIVABLE FROM CHARITABLE ORGANIZATIONS AT COST 4,671,522 4,671,522

    TY 2018 LandEtcSchedule2
    Name:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 21,805 1,165 20,640  
    SIGNAGE 3,416 1,017 2,399  
    FURNITURE 88,520 31,615 56,905  
    WORKSTATION BUILDOUT 3,800 317 3,483  
    FURNITURE 6,548 624 5,924  


    TY 2018 LegalFeesSchedule
    Name:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,567 0   0


    TY 2018 OtherAssetsSchedule
    Name:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM RELATED ORGANIZATION 2,750 0 0
    SECURITY DEPOSIT 0 6,797 6,797


    TY 2018 OtherExpensesSchedule
    Name:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 780 0   0
    DATABASE AND SOFTWARE 13,399 0   12,059
    EMPLOYEE, GUEST PARKING 6,250 0   5,625
    EXPENSED EQUIPMENT BELOW $2,500 5,103 0   4,593
    INFORMATION TECH. SUPPORT 6,640 0   5,976
    INSURANCE 4,150 0   3,735
    MARKETING 87,264 0   87,264
    MEETING EXPENSES 2,768 0   2,491
    MEMBERSHIP ORGANIZATIONS 10,640 0   9,576
    MISCELLANEOUS 72 0   0
    OTHER CONTRACT SERVICES 7,553 0   6,798
    PAYROLL SERVICES 2,195 0   0
    POSTAGE 2,334 0   2,100
    PROFESSIONAL DEVELOPMENT 5,335 0   4,802
    PROGRAM EXPENSES: CONTRACT LABOR 31,733 0   31,733
    PROGRAM EXPENSES: MEZUZAH AND CASES 109,246 0   109,246
    RESOURCES, MATERIALS 392 0   353
    SUPPLIES 10,518 0   9,466
    TELEPHONE, INTERNET 6,462 0   5,816
    WORKMAN'S COMPENSATION INSURANCE 722 0   650


    TY 2018 TaxesSchedule
    Name:
    MAYBERG FOUNDATION INC
    EIN:
    81-4574465
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 44,594 0   40,135
    MISCELLANEOUS 26 0   25