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
BENDER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1150 CONNECTICUT AVENUE NW NO 900
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
A Employer identification number

52-6054193
B Telephone number (see instructions)

(202) 828-9000
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$132,595,429
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 135,496 135,496  
4 Dividends and interest from securities... 2,380,145 2,380,145  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,153,420
b Gross sales price for all assets on line 6a 6,271,755
7 Capital gain net income (from Part IV, line 2)... 3,153,420
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)....... 1,975,506 1,988,370  
12 Total. Add lines 1 through 11........ 7,644,567 7,657,431  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 194,973 87,738   107,235
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 118,128 53,158   29,764
16a Legal fees (attach schedule)......... 9,510 0   9,510
b Accounting fees (attach schedule)....... 13,260 3,315   8,845
c Other professional fees (attach schedule).... 339,179 190,904   148,275
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 149,601 43,185   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 80,144 27,645   47,300
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 904,795 405,945   350,929
25 Contributions, gifts, grants paid....... 6,152,054 6,152,054
26 Total expenses and disbursements. Add lines 24 and 25 7,056,849 405,945   6,502,983
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 587,718
b Net investment income (if negative, enter -0-) 7,251,486
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............. 323,865 426,962 426,962
2 Savings and temporary cash investments......... 5,121,530 915,338 915,338
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) bullet42,278,147
Less: allowance for doubtful accounts bullet0 43,587,578 42,278,147 42,278,147
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 52,264,205 Click to see attachment49,338,070 49,338,070
c Investments—corporate bonds (attach schedule)....... 8,524,441 Click to see attachment8,430,158 8,430,158
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 31,602,109 Click to see attachment29,954,477 29,954,477
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment805,711 Click to see attachment1,252,277 Click to see attachment1,252,277
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 142,229,439 132,595,429 132,595,429
Liabilities 17 Accounts payable and accrued expenses.......... 96,266 61,060
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)......... 96,266 61,060
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 142,133,173 132,534,369
30 Total net assets or fund balances (see instructions)..... 142,133,173 132,534,369
31 Total liabilities and net assets/fund balances (see instructions). 142,229,439 132,595,429
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
142,133,173
2
Enter amount from Part I, line 27a .....................
2
587,718
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
142,720,891
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,186,522
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
132,534,369
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 MERRILL LYNCH # 02038 P    
b MERRILL LYNCH # 02038 P    
c VANGUARD P    
d VANGUARD P    
e MERRILL LYNCH # 02773 P    
MERRILL LYNCH # 02773 P    
MERRILL LYNCH # 02044 P    
PARTNERSHIP INVESTMENTS K-1 P    
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 35,495   36,055 -560
b 538,313   544,698 -6,385
c 31,557   34,417 -2,860
d 558,684   603,130 -44,446
e 505,029   512,517 -7,488
969,891   1,003,319 -33,428
536,934   541,476 -4,542
      157,277
3,095,852     3,095,852
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       -560
b       -6,385
c       -2,860
d       -44,446
e       -7,488
      -33,428
      -4,542
      157,277
      3,095,852
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 3,153,420
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 7,383,049 141,891,024 0.052033
2016 7,238,127 141,972,449 0.050983
2015 3,400,264 59,468,717 0.057177
2014 3,001,609 57,754,896 0.051972
2013 2,693,558 53,335,018 0.050503
2
Total of line 1, column (d) .....................
2
0.262668
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
0.052534
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
132,755,075
5
Multiply line 4 by line 3......................
5
6,974,155
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
72,515
7
Add lines 5 and 6........................
7
7,046,670
8
Enter qualifying distributions from Part XII, line 4,.............
8
6,502,983
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 1 145,030
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........................... 3 145,030
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- ..... 5 145,030
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 75,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 75,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 3,747
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 73,777
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJULIE BENDER SILVERPRESIDENT Telephone no.bullet (202) 828-9000

    Located atbulletCORPORATE ADDRESSCONNECTICUT AVE NDC ZIP+4bullet20036
    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
     
    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 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
     
    No
    .........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). Click to see attachment
    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
    JULIE BENDER SILVER PRESIDENT
    40.00
    163,973 41,713 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    DAVID S BENDER VICE PRESIDENT
    5.00
    6,000 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    BARBARA A BENDER VICE PRESIDENT
    5.00
    9,000 46,462 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    NANETTE BENDER DIRECTOR
    5.00
    6,000 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    DAVID SILVER DIRECTOR
    5.00
    2,000 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    JASON BELINKIE DIRECTOR
    5.00
    4,000 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    JENA RILEY DIRECTOR
    5.00
    4,000 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    INTENTIONAL PHILANTHROPY LLC CONSULTING 146,775
    3 BETHESDA METRO CENTER 960
    BETHESDA,MD20814
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    90,060,305
    b
    Average of monthly cash balances.......................
    1b
    965,307
    c
    Fair market value of all other assets (see instructions)................
    1c
    43,751,114
    d
    Total (add lines 1a, b, and c).........................
    1d
    134,776,726
    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
    134,776,726
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,021,651
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    132,755,075
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,637,754
    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
    6,637,754
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    145,030
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    1,861
    c
    Add lines 2a and 2b............................
    2c
    146,891
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,490,863
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,490,863
    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
    6,490,863
    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
    6,502,983
    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
    6,502,983
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,502,983
    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 6,490,863
    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...... 51,909
    b From 2014...... 152,817
    c From 2015...... 472,352
    d From 2016...... 224,015
    e From 2017...... 434,978
    fTotal of lines 3a through e........ 1,336,071
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 6,502,983
    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..... 6,490,863
    e Remaining amount distributed out of corpus 12,120
    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 1,348,191
    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) ...
    51,909
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    1,296,282
    10 Analysis of line 9:
    a Excess from 2014.... 152,817
    b Excess from 2015.... 472,352
    c Excess from 2016.... 224,015
    d Excess from 2017.... 434,978
    e Excess from 2018.... 12,120
    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).)
    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
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231
      PUBLIC CHARITY HEART BALL 2018 100,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,DC75231
      PUBLIC CHARITY 9TH ANNUAL PAINT THE TOWN RED 5,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231
      PUBLIC CHARITY HEART WALK 51,855
    ANIMAL HAVEN
    200 CENTRE STREET
    NEW YORK,NY10013
      PUBLIC CHARITY ANIMAL GALA 5,000
    ANIMAL HAVEN
    200 CENTRE STREET
    NEW YORK,NY10013
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    ATHLETES FOR HOPE
    7900 TYSONS ONE PLACE SUITE 470
    TYSONS CORNER,CO22102
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    ATHLETES UNITED FOR SOCIAL JUSTICE
    740 15TH ST NW 3RD FLOOR
    WASHINGTON,MD20005
      PUBLIC CHARITY GENERAL OPERATING EXPENSES 75,000
    BANK OF AMERICA CHARITABLE GIFT FUNDS
    PO BOX 55850
    BOSTON,MA022055850
      PUBLIC CHARITY DISCRETIONARY FUND 250,000
    BANK OF AMERICA CHARITABLE GIFT FUNDS
    PO BOX 55850
    BOSTON,MA022055850
      PUBLIC CHARITY DISCRETIONARY FUND 250,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852
      PUBLIC CHARITY BENDER-DOSIK PARENTING CENTER 50,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852
      PUBLIC CHARITY SONDRA AND HOWARD BENDER ECC 250,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852
      PUBLIC CHARITY RENOVATION OF BLDG. 1,500,000
    BETHESDA CHEVY-CHASE RESCUE SQUAD
    5020 BATTERY LN
    BETHESDA,DC20814
      PUBLIC CHARITY NEW STATE OF THE ART AMBULANCE 100,000
    BETHESDA GREEN
    4825 CORDELL AVE
    BETHESDA,DC20814
      PUBLIC CHARITY 2018 GALA 5,000
    CENTER FOR ADOPTION SUPPORT AND EDUCATION
    4000 BLACKBURN LN 260
    BURTONSVILLE,MD20866
      PUBLIC CHARITY BRANCHING OUT GALA 20,000
    CENTER FOR ADOPTION SUPPORT AND EDUCATION
    4000 BLACKBURN LN 260
    BURTONSVILLE,MD20866
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 30,000
    CHARLES E SMITH JEWISH DAY SCHOOL
    1901 E JEFFERSON ST
    ROCKVILLE,DC20852
      PUBLIC CHARITY ATHLETIC DEPT SUPPORT 80,000
    CHARLES E SMITH JEWISH DAY SCHOOL
    1901 E JEFFERSON ST
    ROCKVILLE,NY20852
      PUBLIC CHARITY BLDG FUTURE ENDOWMENT CAMPAIGN 60,000
    CHILDREN'S HOSPITAL FOUNDATION
    801 ROEDER RD 300
    SILVER SPRING,MD20910
      PUBLIC CHARITY SOLAR SPONSOR EVENT 10,000
    CHILDREN'S HOSPITAL FOUNDATION
    801 ROEDER RD 300
    SILVER SPRING,MD20910
      PUBLIC CHARITY CHILDREN'S BALL AS CHAMPION SPONSORS 25,000
    CHILDREN'S HOSPITAL FOUNDATION
    801 ROEDER RD 300
    SILVER SPRING,MD20910
      PUBLIC CHARITY HEARTSONGS LUNCHEON DONATION 20,000
    CITY DANCE ESSEMBLE INC
    5301 TUCKERMAN LANE
    NORTH BETHESDA,NY20852
      PUBLIC CHARITY DREAMSCAPE ANNUAL GALA 10,000
    COLLEGE TRACKS
    112 LINDEN ST
    OAKLAND,CA95607
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    COLORADO STATE UNIVERSITY
    COLORADO STATE UNIVERSITY
    FORT COLLINS,CO80523
      PUBLIC CHARITY TEMPLE GRANDIN EQUINE CENTER 250,000
    ERIC MONDAY FOUNDATION
    PO 2342 BOX
    VIENNA,DC22183
      PUBLIC CHARITY DONATION MELEE TIL MIDNIGHT 1,500
    FOOD AND FRIENDS
    219 RIGGS RD NE
    WASHINGTON,DC20011
      PUBLIC CHARITY CHEFS BEST 5,000
    HIGHER ACHIEVEMENT
    1750 COLUMBIA ROAD NW
    WASHINGTON,CO20009
      PUBLIC CHARITY 2018 GOING PLACES GALA 15,000
    HOPE AND A HOME
    1236 COLUMBIA ROAD NW
    WASHINGTON,DC20009
      PUBLIC CHARITY HIGHER EDUCATION FOR ALL PROGRAMS 20,000
    HOPE FOR HENRY
    2440 WISCONSIN AVE NW SUITE201
    WASHINGTON,DC20007
      PUBLIC CHARITY NATIONAL EXPANSION 146,250
    IMAGINATION STAGE
    4908 AUBURN AVE
    BETHESDA,DC20814
      PUBLIC CHARITY LEARNING THROUGH THEATRE 60,000
    JEWISH COALITION AGAINST DOMESTIC ABUSE
    143 ROLLINS AVE
    ROCKVILLE,MD20847
      PUBLIC CHARITY GENERAL SUPPORT SUPPORT 5,000
    JEWISH WOMEN INTERNATIONAL
    1129 20TH NW SUITE801
    WASHINGTON,VA20036
      PUBLIC CHARITY YOUNG WOMEN'S LEADERSHIP NETWORK 320,000
    JUVENILE DIABETES FOUNDATION
    891 ELKRIDGE LANDING RD 150
    LINTHICUM HEIGHTS,MD20190
      PUBLIC CHARITY HOPE GALA 10,000
    KENNEDY CENTER
    2700 F ST NW
    WASHINGTON,DC20566
      PUBLIC CHARITY FOR THE PERFORMING ARTS EDUCATION PROGRAM 25,000
    KIDS ENJOY EXERCISE NOW
    1900 K STREET NW
    WASHINGTON,DC20006
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 3,000
    KNOCK-OUT-ABUSE
    1600 K STREET NW SUITE 600
    WASHINGTON,DC20006
      PUBLIC CHARITY SPONSOR 10,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573
      PUBLIC CHARITY LEUKEMIA BALL 10,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE200
    RYE BROOK,NY10573
      PUBLIC CHARITY GRAND FINALE GALA 11,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE200
    RYE BROOK,DC10573
      PUBLIC CHARITY LIGHT THE NIGHT WALK 5,000
    LEVELING THE PLAYING FIELD
    9170 BROOKVILLE RD
    SILVER SPRING,MD20910
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    MARATHON KIDS
    PO BOX 41317
    AUSTIN TX,TX78704
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    MEDSTAR WASHINGTON HOSPITAL CENTER
    110 IRVING ST NW
    WASHINGTON,DC20010
      PUBLIC CHARITY MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL 250,000
    NATIONAL BUILDING MUSEUM
    3001 CONNECTICUT AVE NW
    WASHINGTON,MD20008
      PUBLIC CHARITY SUSTAINER LEVEL 15,000
    REACH EDUCATION INC
    10105 REPRISE DR
    ROCKVILLE,MD20850
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    ROCK AND ROLL FOR CHILDREN FOUNDATION
    17620-B REDLAND RD
    ROCKVILLE,MD20855
      PUBLIC CHARITY 2017 ROCK N ROLL BASH 15,000
    SPIRIT CLUB FOUNDATION
    B 10417 METROPOLITAN AVE
    KENSINGTON,MD20895
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    ST ANN'S CENTER FOR CHILDREN & FAMILY
    4901 EASTERN AVE NE
    HYATTSVILLE,MD20782
      PUBLIC CHARITY 2018 ZINGI'S CHRISTMAS PARTY 5,000
    STATE OF ISRAEL
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
      PUBLIC CHARITY US HOLOCOST MUSEUM TRIBUTE DINNER 25,000
    STATE OF ISRAEL
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,MD20024
      PUBLIC CHARITY SULAM 5,000
    STATE OF ISRAEL
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
      PUBLIC CHARITY JFGH ANNUAL CAMPAIGN 10,000
    STATE OF ISRAEL
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
      PUBLIC CHARITY JEWISH FOUNDATION 35,000
    STATE OF ISRAEL
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
      PUBLIC CHARITY BENDER JCC 12,800
    STATE OF ISRAEL
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
      PUBLIC CHARITY JEWISH FEDERATION AJC 60,000
    STATE OF ISRAEL
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
      PUBLIC CHARITY ANTI-DEFANATUIB LEAGUE 300,000
    STATE OF ISRAEL
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
      PUBLIC CHARITY HEBREW HOME OF GREATER WASHINGTON 6,000
    SUBURBAN HOSPITAL FOUNDATION
    8600 OLD GEORGETOWN RD
    BETHESDA,MD20814
      PUBLIC CHARITY NURSING PROGRAM PAYMENT 1 OF 5 100,000
    SUBURBAN HOSPITAL FOUNDATION
    8600 OLD GEORGETOWN RD
    BETHESDA,MD20814
      PUBLIC CHARITY 75TH ANNIVERSARY DIAMOND BALL 20,000
    SUBURBAN HOSPITAL FOUNDATION
    8600 OLD GEORGETOWN RD
    BETHESDA,MD20814
      PUBLIC CHARITY SONDRA AND HOWARD BENDER EMERGENCY DEPT 250,000
    THE DIENER SCHOOL
    11510 FALLS RD
    POTOMAC,MD20854
      PUBLIC CHARITY LIGHTS, CAMERA, ACTION 5,000
    TORTURE ABOLITION AND SURVIVORS SUPP
    4121 HAREWOOD ROAD NE SUITE B
    WASHINGTON,VA20017
      PUBLIC CHARITY ORGANIZATIONAL CAPICITY BUILDING 100,000
    TRUST FOR THE NATIONAL MALL
    1300 PENNSYLVANIA AVENUE NW STE370
    WASHINGTON,DC20004
      PUBLIC CHARITY BALL FOR THE MALL 15,000
    UNIVERSITY OF COLORADO FOUNDATION
    1800 GRANT STREET
    DENVER,CO80203
      PUBLIC CHARITY JEWISH STUDIES 100,000
    UNIVERSITY OF MARYLAND FOUNDATION
    4603 CALVERT RD
    COLLEGE PARK,DC20740
      PUBLIC CHARITY TOP TERP IN MEMORY OF HOWARD M. BENDER 11,000
    UNIVERSITY OF WISCONSIN
    UNIVERSITY OF WISCONSIN
    MADISON,WI53706
      PUBLIC CHARITY WASHINGTON DC STUDENT SUCCESS FUND 50,000
    VANGUARD CHARITABLE FUND
    PO BOX 9509
    WARWICK,RI028899509
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 250,000
    VOICES FOR CHILDREN MONTGOMERY COUNTY
    1010 GRANDIN AVE B-3
    ROCKVILLE,MD20851
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    WISCONSIN ALUMNI ASSOCIATION
    650 N LAKE ST
    MADISON,WI53706
      PUBLIC CHARITY ENRICHING ACADEMIC SCHOLARS 50,000
    WOLF TRAP FOUNDATION
    1645 TRAP ROAD
    VIENNA,DC22182
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    FRIENDSHIP CIRCLE INTERNATIONAL
    816 EASTERN PKWY
    BROOKLYN,NY11213
      PUBLIC CHARITY MIAMI FRIENDSHIP CIRCLE RACE 1,750
    CENTER FOR INFANT & CHILD LOSS
    737 W LOMBARD ST
    BALTIMORE,MD21201
      PUBLIC CHARITY 20TH ANNUAL WALK/RUN FOR SIDS 5,000
    THE FOXIE G FOUNDATION
    14024 NEW WINDSOR RD 7838
    UNION BRIDGE,MD21791
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    SPIRIT CLUB FOUNDATION
    10417-B KENSINGTON PKWY
    KENSINGTON,MD20895
      PUBLIC CHARITY DONATION ONLY 6,000
    ALZHEIMER'S DRUG DISCOVERY FOUNDATION
    57 W 57TH ST SUITE 904
    NEW YORK,NY10019
      PUBLIC CHARITY GREAT LADIES LUNCHEON 5,000
    SUNFLOWER BAKERY
    ADDRESS6101 EXECUTIVE BLVD 115
    NORTH BETHESDA,MD20852
      PUBLIC CHARITY DONATION ONLY 1,800
    ASSOCIATION FOR SAFE INTERN'L ROAD TRAVEL
    11769 GAINSBOROUGH ROAD
    POTOMAC,MD20854
      PUBLIC CHARITY DONATION ONLY 5,000
    2UNSTOPPABLE
    7525 MARC DR
    FALLS CHURCH,VA22042
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    WRAG NONPROFIT MONTGOMERY
    6010 EXECUTIVE BLVD SUITE 200
    ROCKVILLE,MD20852
      PUBLIC CHARITY MONTGOMERY MOVING FORWARD 5,000
    SUNFLOWER BAKERY
    ADDRESS6101 EXECUTIVE BLVD 115
    NORTH BETHESDA,MD20852
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000
    THE JEWISH HISTORICAL SOCIETY
    15 WEST 16TH STREET
    NEW YORK,NY10011
      PUBLIC CHARITY DONATION ONLY 5,000
    BIKE TO THE EACH INC
    1990 K ST NW
    WASHINGTON,DC20008
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    CITYDANCE ESSEMBLE INC
    4000 ALBEMARLE ST NW STE 304
    WASHINGTON,DC20016
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    SIBLEY MEMORIAL FOUNDATION
    5255 LOUGHBORO ROAD NW
    WASHINGTON,DC20016
      PUBLIC CHARITY WOMEN'S GYNECOLOGIC HEALTH LUNCHEON 5,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD 100
    NORTH BETHESDA,MD20852
      PUBLIC CHARITY NEXT GEN. PHILANTRROPY PROGRAM 20,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD 100
    NORTH BETHESDA,MD20852
      PUBLIC CHARITY PJ LIBRARY PROGRAM 10,000
    EAGLEBANK FOUNDATION
    12505 PARK POTOMAC AVE
    POTOMAC,MD20832
      PUBLIC CHARITY DONATION ONLY 3,000
    BURTONSVILLE ATHLETIC ASSOCIATION
    14800 PERRYWOOD DR
    BURTONSVILLE,MD20866
      PUBLIC CHARITY COOPERSTOWN DREAM TOURNAMENT 2,500
    KABOOM
    4301 CONNECTICUT AVE NW ML-1
    WASHINGTON,DC20008
      PUBLIC CHARITY 2017 KABOOM BUILD COLORADO 22,000
    JESS SHER
    1101 17TH STREET NW SUITE 200
    WASINGTON,DC20036
      PUBLIC CHARITY NEXT GENERATION FORUM 750
    COLORECTAL CANCER ALLIANCE
    1025 VERMONT AVE NW SUITE 1066
    WASINGTON,DC20005
      PUBLIC CHARITY BLUE HOPE BASH AS GOLD SPONSOR 10,000
    DISTRICT ALLIANCE FOR SAFE HOUSING
    PO BOX 91730
    WASINGTON,DC20090
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    SEQUIA SPRINGS TRAUMA HEALING CENTER
    2055 N KOLB SUITE 121
    TUCSON,AZ85715
      PUBLIC CHARITY GENERAL SUPPORT 10,000
    CDSPG
    PO BOX 20127
    BALTIMORE,MD21286
      PUBLIC CHARITY WALKERS TEAM DIAMOND 500
    KABOOM
    4301 CONNECTICUT AVE NW ML-1
    WASHINGTON,DC20008
      PUBLIC CHARITY 2018 KABOOM BUILD COLORADO 49
    JEWISH WOMENS RENAISSANCE PROJECT
    400 I ST SW
    WASHINGTON,DC20005
      PUBLIC CHARITY DONATION ONLY 1,800
    HOMELESS CHILDREN'S PLAYTIME PROJECT
    1525 NEWTON ST NW
    WASHINGTON,DC20010
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000
    KOA SPORTS LEAGUE INC
    4960 BOILING BROOK PKWY
    NORTH BETHESDA,DC20832
      PUBLIC CHARITY PLAY IT FORWARD SCHOLARSHIP FUND 25,000
    THE NATIONAL THEATRE
    1321 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004
      PUBLIC CHARITY ANNUAL MEMBERSHIP 1,500
    WORLDDANCE THEATER
    43-18 42 ST 2R
    SUNNYSIDE,NY11104
      PUBLIC CHARITY DONATION ONLY 2,000
    Total .................................bullet 3a 6,152,054
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 135,496  
    4 Dividends and interest from securities....     14 2,380,145  
    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..... 900003 12,864 01 1,962,642  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 3,153,420  
    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).. 12,864 7,631,703 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,644,567
    (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

    TY 2018 AccountingFeesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 13,260 3,315   8,845

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

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    BENDER WEST FOUNDATION
     
    4950 S YOSEMITE ST STE F2 503
    GREENWOOD VILLAGE,CO80111
    2017-11-29 17,300,000 CAPITAL ENDOWMENT GRANT WAS MADE TO BENDER WEST FOUNDATION, A PRIVATE FOUNDATION. 55,049 NA 02/23/18, 07/17/18, 11/21/18, AND 12/12/18 2018-11-29 VERIFICATION WAS COMPLETED AND NO EXPENDITURES WERE MADE FOR NONCHARITABLE PURPOSES.

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Statement:
    DISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY OF THE FEDERAL FORM 990PF.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HARBOR BOND FUND 5,451,957 5,451,957
    VANGUARD CONVERTIBLE 2,978,201 2,978,201

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIRST EAGLE FUNDS 3,224,331 3,224,331
    OWL ROCK CAP CORP 600,450 600,450
    MERRILL LYNCH-PRITSIOS 1,372,879 1,372,879
    MERRILL LYNCH-DOLAN 3,184,867 3,184,867
    MERRILL LYNCH-BLACKROCK 3,558,165 3,558,165
    TWEEDY BROWNE GLOBAL VALUE 3,140,297 3,140,297
    TWEEDY BROWNE HY DIV 1,441,569 1,441,569
    VANGUARD DIVIDEND GROWTH 2,475,527 2,475,527
    VANGUARD EMERGING MKTS 2,973,058 2,973,058
    VANGUARD EQUITY INCOME FUND 2,592,851 2,592,851
    VANGUARD EUROPEAN STOCK 1,869,021 1,869,021
    VANGUARD HIGH YIELD CORP 4,525,867 4,525,867
    VANGUARD INTER TERM INV 4,728,306 4,728,306
    VANGUARD TOTAL STK 5,510,937 5,510,937
    VANGUARD DEV MKTS INDEX 2,229,909 2,229,909
    VANGUARD REIT INDEX 2,427,326 2,427,326
    VANGUARD SHORT-TERM INVESTMENT 2,530,309 2,530,309
    FORTIVE 582,386 582,386
    WELLS FARGO PFD STK 370,015 370,015

    TY 2018 InvestmentsOtherSchedule2
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALCENTRA FMV 381,562 381,562
    BLUESTONE INVESTMENT PARTNERS FMV 16,563 16,563
    CAPITAL BANK CONVERTIBLE DEBT FMV 1,901,682 1,901,682
    ESCHATON OPPORTUNITY FUND-CAPITAL BANK FMV 2,380,949 2,380,949
    ISRAEL BONDS FMV 1,000,000 1,000,000
    MATTHEWS ASIA G&I FMV 1,968,377 1,968,377
    OAKMARK INT'L FMV 1,776,068 1,776,068
    PCI MUNITRUST FMV 2,549 2,549
    PIMCO TOTAL RETURN FUND FMV 1,508,888 1,508,888
    HILLTOP PLAZA FMV 487,288 487,288
    CAMBER CREEK FMV 128,750 128,750
    JBGSMITH PROPERTIES FMV 128,344 128,344
    BLACKSTONE ALT SOL FMV 519,375 519,375
    BAIN CAPITAL FMV 616,815 616,815
    HILLTOP OUTPARCEL LLC FMV 13,352 13,352
    PRUDENT CAPITAL II LP FMV 10,297 10,297
    SCHWAB FUND US LARGE FMV 6,615,146 6,615,146
    SEQUOIA FUND FMV 4,131,702 4,131,702
    URBAN EDGE PROPERTIES FMV 61,278 61,278
    VORNADO REALTY LP FMV 457,470 457,470
    WEST CREEK PARTNERS FMV 638,388 638,388
    YACHTMAN FUND FMV 3,039,806 3,039,806
    VANGUARD - DANAHER CORP FMV 1,992,549 1,992,549
    BLACKSTONE ALT SOL IV FMV 102,500 102,500
    CARLYLE BUYOUT II FMV 13,750 13,750
    BLUESTONE INVESTMENT PARTNERS II FMV 50,000 50,000
    ENERGY TRANSFER OPERATING FMV 5,608 5,608
    COMPASS DIVERSIFIED HOLDINGS FMV 5,421 5,421

    TY 2018 LegalFeesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 9,510 0   9,510


    TY 2018 OtherAssetsSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LIFE INSURANCE RECEIVABLE 799,251 837,251 837,251
    PREPAID INCOME TAXES 6,460 4,599 4,599
    INTEREST RECEIVABLE   410,427 410,427


    TY 2018 OtherDecreasesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 10,186,522


    TY 2018 OtherExpensesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRANSPORTATION 15,231 0   15,231
    DUES & SUBSCRIPTION 750 0   750
    OFFICE EXPENSE 25,290 0   25,290
    BROKERAGE MANAGEMENT FEES 27,601 27,601   0
    TELEPHONE 1,583 0   1,583
    PARTNERSHIP INVESTMENT K-1 5,199 0   0
    BANK FEES 44 44   0
    INSURANCE 4,446 0   4,446


    TY 2018 OtherIncomeSchedule2
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 6,135 6,135 6,135
    NOTE RECEIVABLE INTEREST 2,059,054 2,059,054 2,059,054
    PARTNERSHIP INVESTMENTS K-1 -102,547 -76,819 -102,547
    PARTNERSHIP INVESTMENTS K-1 UBI 12,864 0 12,864


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES K-1 190,904 190,904   0
    CONSULTING FEES 148,275 0   148,275


    TY 2018 TaxesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 39,271 39,271   0
    FEDERAL EXCISE TAXES 106,416 0   0
    PARTNERSHIP INVESTMENT FOREIGN TAXES 3,914 3,914   0