-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE CARL M FREEMAN FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
111 ROCKVILLE PIKE NO 1100
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKVILLE
,
MD
20850
A Employer identification number
52-6047536
B
Telephone number (see instructions)
(240) 453-3000
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
108,510,853
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
39,968,570
2
Check
.............
3
Interest on savings and temporary cash investments
507
507
4
Dividends and interest from securities
...
1,166,789
1,166,789
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,756,337
b
Gross sales price for all assets on line 6a
22,181,854
7
Capital gain net income (from Part IV, line 2)
...
1,756,337
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)
.......
2,676
56
12
Total.
Add lines 1 through 11
........
42,894,879
2,923,689
13
Compensation of officers, directors, trustees, etc.
222,061
21,745
200,316
14
Other employee salaries and wages
......
130,257
15,751
114,506
15
Pension plans, employee benefits
.......
33,689
6,499
27,190
16a
Legal fees (attach schedule)
.........
129,910
105,784
24,126
b
Accounting fees (attach schedule)
.......
7,900
0
7,900
c
Other professional fees (attach schedule)
....
394,661
355,742
38,919
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
32,700
0
0
19
Depreciation (attach schedule) and depletion
...
66,669
0
20
Occupancy
..............
25,554
0
25,554
21
Travel, conferences, and meetings
.......
21,849
0
21,849
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
52,853
8,750
56,526
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,118,103
514,271
516,886
25
Contributions, gifts, grants paid
.......
1,397,102
1,397,102
26
Total expenses and disbursements.
Add lines 24 and 25
2,515,205
514,271
1,913,988
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
40,379,674
b
Net investment income
(if negative, enter -0-)
2,409,418
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
12,448,127
8,630,769
8,630,769
3
Accounts receivable
4,709
Less: allowance for doubtful accounts
4,709
4,709
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
159,688
144,497
144,497
10a
Investments—U.S. and state government obligations (attach schedule)
1,165,642
2,889,166
2,889,166
b
Investments—corporate stock (attach schedule)
.......
19,275,091
39,104,195
39,104,195
c
Investments—corporate bonds (attach schedule)
.......
10,003,330
9,582,602
9,582,602
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14,015,822
42,127,549
42,127,549
14
Land, buildings, and equipment: basis
6,887,857
Less: accumulated depreciation (attach schedule)
860,491
5,660,672
6,027,366
6,027,366
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
62,728,372
108,510,853
108,510,853
17
Accounts payable and accrued expenses
..........
16,186
16,768
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
)
23
Total liabilities
(add lines 17 through 22)
.........
16,186
16,768
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
62,712,186
108,494,085
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
62,712,186
108,494,085
30
Total liabilities and net assets/fund balances
(see instructions)
.
62,728,372
108,510,853
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
62,712,186
2
Enter amount from Part I, line 27a
.....................
2
40,379,674
3
Other increases not included in line 2 (itemize)
3
5,402,225
4
Add lines 1, 2, and 3
..........................
4
108,494,085
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
108,494,085
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
P
2018-12-31
2019-12-31
b
CAPITAL GAIN DISTRIBUTION
P
2018-12-31
2019-12-31
c
CONDOMINIUM
P
2013-06-30
2019-12-31
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
21,632,495
20,144,432
1,488,063
b
111,359
111,359
c
438,000
144,455
425,540
156,915
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
1,488,063
b
111,359
c
156,915
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,756,337
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
...................
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?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
2,507,727
57,063,367
0.043946
2017
2,196,332
45,905,795
0.047844
2016
1,623,989
42,451,447
0.038255
2015
1,308,681
42,288,921
0.030946
2014
2,960,033
42,131,243
0.070257
2
Total
of line 1, column (d)
.....................
2
0.231248
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
0.046250
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
59,721,832
5
Multiply line 4 by line 3
......................
5
2,762,135
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
24,094
7
Add lines 5 and 6
........................
7
2,786,229
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,592,077
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
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
48,188
here
and 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
48,188
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
48,188
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
48,692
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
6,500
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
55,192
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
7,004
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
7,004
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
MD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.CARLFREEMANFOUNDATION.ORG
14
The books are in care of
BERNADETTE M DOWLING
Telephone no.
(302) 436-6241
Located at
31556 WINTERBERRY PARKWAY
SELBYVILLE
DE
ZIP+4
19975
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
MICHELLE L FREEMAN
CHAIRMAN/PRESIDENT
14.00
116,411
2,595
0
111 ROCKVILLE PIKE SUITE 1100
ROCKVILLE
,
MD
20850
PATTI GRIMES
EXECUTIVE DIRECTOR
20.00
86,980
4,266
0
111 ROCKVILLE PIKE SUITE 1100
ROCKVILLE
,
MD
20850
CHRISTINE A SHREVE
TREASURER/VICE CHAIRMAN/DIRECTOR
4.00
0
0
0
111 ROCKVILLE PIKE SUITE 1100
ROCKVILLE
,
MD
20850
NICHOLAS FREEMAN
SECRETARY/DIRECTOR
4.00
18,670
2,609
0
111 ROCKVILLE PIKE SUITE 1100
ROCKVILLE
,
MD
20850
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
BROADPOINT CONSTRUCTION LLC
BUILDING CONTRACTOR
429,335
37251 REHOBOTH AVENUE
REHOBOTH BEACH
,
DE
19971
WEALTHSPIRE ADVISORY
INVESTMENT FEES
109,378
ONE PRESERVE PARKWAY 610
ROCKVILLE
,
MD
20852
CHEVY CHASE BANK
INVESTMENT FEES
103,733
7501 WISCONSIN AVE 1500W
BETHESDA
,
MD
20814
METHOD DESIGN ARCHITECTURE LLC
ARCHITECTUAL DESIGN
91,707
76 BEAVER STREET 2ND FL
NEW YORK
,
NY
10005
MARVELOUS BY DESIGN (A MARVEL)
RENOVATION
66,039
38626 INDIAN STREET
OCEAN VIEW
,
DE
19970
Total
number of others receiving over $50,000 for professional services
.............
3
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
54,211,003
b
Average of monthly cash balances
.......................
1b
6,346,326
c
Fair market value of all other assets (see instructions)
................
1c
73,973
d
Total
(add lines 1a, b, and c)
.........................
1d
60,631,302
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
60,631,302
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
909,470
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
59,721,832
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,986,092
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,986,092
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
48,188
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
48,188
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,937,904
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,937,904
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
2,937,904
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
1,913,988
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
678,089
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,592,077
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
2,592,077
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,937,904
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
898,253
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
898,253
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,592,077
a
Applied to 2018, 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 2019 distributable amount
.....
2,592,077
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
345,827
345,827
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
552,426
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
552,426
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PATTI GRIMES
31556 WINTERBERRY PARKWAY
SELBYVILLE
,
DE
19975
(302) 436-3003
b
The form in which applications should be submitted and information and materials they should include:
THE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE.
c
Any submission deadlines:
DEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOLLOWING RESTRICTIONS APPLY TO APPLICANTS: - APPLICANTS MUST BE AN IRS-RECOGNIZED 501(C)(3) TAX-EXEMPT, NONPROFIT ORGANIZATION IN GOOD STANDING, OR A PUBLIC AGENCY SPECIFICALLY SERVING THE RESIDENTS OF THE FUNDING AREA. - APPLICANTS APPLYING IN MONTGOMERY COUNTY, MD, MUST HAVE AN ANNUAL OPERATING BUDGET OF $750,000 OR LESS AND BE BASED IN MONTGOMERY COUNTY, MD. - APPLICANTS APPLYING IN SUSSEX COUNTY, DE, MUST HAVE AN ANNUAL OPERATING BUDGET OF $500,000 OR LESS AND BE BASED IN SUSSEX COUNTY, DE. AWARDS ARE NOT MADE TO: - INDIVIDUALS - POLITICAL ASSOCIATIONS OR CANDIDATES AWARDS ARE NOT MADE TO: - ORGANIZATIONS THAT WOULD DISBURSE FUNDING TO OTHER ORGANIZATIONS - ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, SEXUAL ORIENTATION, AGE, RELIGION, DISABILITY OR NATIONAL ORIGIN
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ADL
1100 CONNECTICUT AVE SUITE 1020
WASHINGTON
,
DC
20036
NONE
PUBLIC CHARITY
SOCIAL SERVICES
10,000
AMERICAN CANCER SOCIETY
1315 MT HERMON ROAD
SALISBURY
,
MD
21804
NONE
PUBLIC CHARITY
HEALTH
1,000
AMERICAN HEART ASSOCIATION
200 CONTINENTAL DRIVE SUITE101
NEWARK
,
DE
19713
NONE
PUBLIC CHARITY
HEALTH
1,000
ASPIRE COUNSELING
16220 FREDERICK RD SUITE 502
GAITHERSBURG
,
MD
20877
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
ATLANTIC GENERAL HOSPITAL
9733 HEALTHWAY DRIVE
BERLIN
,
MD
21811
NONE
PUBLIC CHARITY
HEALTH
2,000
ATTACK ADDICTION FOUNDATION
PO BOX 36
BEAR
,
DE
19701
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,000
BALTIMORE ANIMAL RESCUE & CARE SHELTER
301 STOCKHOLM STREET
BALTIMORE
,
MD
21230
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,000
BARBARA K BROOKS TRANSITION HOUSE INC
52 BRAMHALL ST
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,053
BEEBE MEDICAL FOUNDATION
902 SAVANNAH ROAD
LEWES
,
DE
19958
NONE
PUBLIC CHARITY
HEALTH
89,425
BELIEVE IN TOMORROW CHILDREN'S FDTN-BALT
6601 FREDERICK ROAD
BALTIMORE
,
MD
21228
NONE
PUBLIC CHARITY
HEALTH
3,000
BENDER JCC OF GREATER WASHINGTON
6125 MONTROSE ROAD
ROCKVILLE
,
MD
208524857
NONE
PUBLIC CHARITY
SOCIAL SERVICES
10,000
BERLIN INTERMEDIATE SCHOOL
309 FRANKLIN AVENUE
BERLIN
,
MD
21811
NONE
PUBLIC CHARITY
EDUCATION
1,427
BEST BUDDIES INTERNATIONAL INC
101 N HAVEN STREET SUITE 205
BALTIMORE
,
MD
21224
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
BOONSBORO FREE LIBRARY
PO BOX 174
BOONSBORO
,
MD
21713
NONE
PUBLIC CHARITY
EDUCATION
3,000
BUCKINGHAM ELEMENTARY SCHOOL
100 BUCKINGHAM ROAD
BERLIN
,
MD
21811
NONE
PUBLIC CHARITY
EDUCATION
951
BULLIS SCHOOL
10601 FALLS ROAD
POTOMAC
,
MD
20854
NONE
PUBLIC CHARITY
EDUCATION
12,500
BYTE BACK INC
899 N CAPITOL ST SUITE 850
WASHINGTON
,
DC
20002
NONE
PUBLIC CHARITY
EDUCATION
5,000
CAL RIPKEN SR FOUNDATION
1427 CLARKVIEW ROAD SUITE 100
BALTIMORE
,
MD
21209
NONE
PUBLIC CHARITY
SOCIAL SERVICES
10,000
CARINGMATTERS
518 S FREDERICK AVE
GAITHERSBURG
,
MD
20877
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
CATHOLIC CHARITIES INC
404 S BEDFORD STREET SUITE 9
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
CATHOLIC COALITION FOR SPECIAL EDUCATION
10400 CONNECTICUT AVE SUITE 603
KENSINGTON
,
MD
20895
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,500
CHABAD OF OLNEY INC
17320 GEORGIA AVENUE
OLNEY
,
MD
20832
NONE
PUBLIC CHARITY
SOCIAL SERVICES
10,000
CITYDANCE
4000 ALBERMARLE ST NW SUITE 304
WASHINGTON
,
DC
20016
NONE
PUBLIC CHARITY
ARTS
10,000
CLOTHING OUR KIDS
26582 JOHN J WILLIAMS HWY 2
MILLSBORO
,
DE
19966
NONE
PUBLIC CHARITY
SOCIAL SERVICES
8,000
COLORECTAL CANCER ALLIANCE
1025 VERMONT AVE NW STE 1066
WASHINGTON
,
DC
20005
NONE
PUBLIC CHARITY
HEALTH
15,000
COMMUNITY BRIDGES INC
8757 SILVER SPRING AVE 540
SILVER SPRING
,
MD
20910
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
COMMUNITY FOUNDATION FOR MONT COUNTY
PO BOX 10231
ROCKVILLE
,
MD
20849
NONE
PUBLIC CHARITY
SOCIAL SERVICES
10,000
CONTRACTORS FOR A CAUSE
33258 KENT AVENUE
BETHANY BEACH
,
DE
19930
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,000
CURE JM FOUNDATION
PO BOX 45768
BALTIMORE
,
MD
212975768
NONE
PUBLIC CHARITY
HEALTH
2,500
DC COLLEGE ACCESS PROGRAM
1425 K STREET NW SUITE 200
WASHINGTON
,
DC
20005
NONE
PUBLIC CHARITY
EDUCATION
10,000
DC DIAPER BANK
1532 A ST NE
WASHINGTON
,
DC
20002
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
DE ALLIANCE FOR NONPROFIT ADVANCEMENT
100 W 10TH STREET SUITE 1012
WILMINGTON
,
DE
19801
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
DELAWARE BREAST CANCER COALITION-SUSSEX
18977 MUNCHY BRANCH RD UNIT 1
REHOBOTH BEACH
,
DE
19971
NONE
PUBLIC CHARITY
HEALTH
19,000
DELAWARE COMMUNITY FOUNDATION
36 THE CIRCLE
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
EDUCATION
12,000
DELAWARE HOSPICE INC
100 PATRIOTS WAY
MILFORD
,
DE
19963
NONE
PUBLIC CHARITY
HEALTH
500
DELAWARE SPORTS COMMISSION
99 KINGS HIGHWAY
DOVER
,
DE
19901
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
DELAWARE TECHNICAL COMMUNITY COLLEGE
21179 COLLEGE DRIVE
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
EDUCATION
15,600
DELMAR ELEMENTARY SCHOOL
811 SOUTH 2ND STREET
DELMAR
,
MD
21875
NONE
PUBLIC CHARITY
EDUCATION
1,783
DEL-MAR-VA COUNCIL BSA
31901 TRI-COUNTY WAY SUITE 118
SALISBURY
,
MD
21804
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,000
DELMARVA TEEN CHALLENGE HOME OF HOPE
PO BOX 1271
SEAFORD
,
DE
19973
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,500
DFRC INC
640 PLAZA DR
NEWARK
,
DE
19702
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,000
DIAKONIA INC
12747 OLD BRIDGE ROAD
OCEAN CITY
,
MD
21842
NONE
PUBLIC CHARITY
SOCIAL SERVICES
500
DIOCESAN COUNCIL INC (THE)
DBA CAMP ARROWHEAD 35143 HOMESTEAD
WAY
LEWES
,
DE
19958
NONE
PUBLIC CHARITY
SOCIAL SERVICES
10,000
DWDOC LLC
PO BOX 333
WILMINGTON
,
DE
19899
NONE
PUBLIC CHARITY
ARTS
280,000
EAGLEBANK FOUNDATION (THE)
7830 OLD GEORGETOWN RD
BETHESDA
,
MD
20814
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,500
EASTER SEALS SERVING MDDCVA
1420 SPRING STREET
SILVER SPRING
,
MD
20910
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
FIRST TEE OF GREATER WASHINGTON DC (THE)
2020 PENNSYLVANIA AVE NW 106
WASHINGTON
,
DC
20006
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
FOOD BANK OF DELAWARE
1040 MATTLIND WAY
MILFORD
,
DE
19963
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,000
FOR 3 SISTERS INC
18200 GEORGIA AVE 2ND FL STE H
OLNEY
,
MD
20832
NONE
PUBLIC CHARITY
SOCIAL SERVICES
500
FOUNDATION FOR DELMAR EDUCATION-THE
200 N 8TH STREET
DELMAR
,
MD
19940
NONE
PUBLIC CHARITY
EDUCATION
500
FRANKLIN E WIMP HAMBURG GOLF MEMORIAL
8 KNODE CIRCLE
BOONSBORO
,
MD
21713
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,500
FREDERICK DOUGLASS ELEMENTARY SCHOOL
1 SWAIN ROAD
SEAFORD
,
DE
19973
NONE
PUBLIC CHARITY
EDUCATION
1,000
FRIENDS OF THE SELBYVILLE PUBLIC LIBRARY
PO BOX 31
SELBYVILLE
,
DE
19975
NONE
PUBLIC CHARITY
EDUCATION
1,000
FRUITLAND PRIMARY SCHOOL
301 N DIVISION ST
FRUITLAND
,
MD
21826
NONE
PUBLIC CHARITY
EDUCATION
1,014
FUTURE LINK INC
401 N WASHINGTON ST STE 100 OFFICE
126
ROCKVILLE
,
MD
20850
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
GAITHERSBURG HELP INC
301 MUDDY BRANCH ROAD
GAITHERSBURG
,
MD
208783000
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
GEORGETOWN UNIVERSITY-MSB
37 AND O STREETS NW
WASHINGTON
,
DC
20057
NONE
PUBLIC CHARITY
EDUCATION
30,000
GIGI'S PLAYHOUSE INC
15316 DETROIT AVENUE
LAKEWOOD
,
OH
44107
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,000
GIRLS ON THE RUN DELAWARE INC
615 WEST 18TH STREET
WILMINGTON
,
DE
19802
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,500
GREAT AND SMALL
17320 MOORE RD
BOYDS
,
MD
20841
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
GREAT FUTURES FUND
36932 SILICATO DRIVE SUITE 10
MILLSBORO
,
DE
19966
NONE
PUBLIC CHARITY
SOCIAL SERVICES
3,500
GREATER WASHINGTON COMM FOUNDATION
8720 GEORGIA AVENUE SUITE 202
SILVER SPRING
,
MD
20910
NONE
PUBLIC CHARITY
SOCIAL SERVICES
10,000
HALCYON HOUSE
3400 PROSPECT STREET NW
WASHINGTON
,
DC
20007
NONE
PUBLIC CHARITY
SOCIAL SERVICES
50,000
HARRY K FOUNDATION
313 S BOARDWALK
REHOBOTH BEACH
,
DE
19971
NONE
PUBLIC CHARITY
SOCIAL SERVICES
7,500
HEADSTRONG PROJECT
655 MADISON AVE 18TH FLOOR
NEW YORK
,
NY
10065
NONE
PUBLIC CHARITY
SOCIAL SERVICES
25,000
HOLTON-ARMS SCHOOL INC
7303 RIVER ROAD
BETHESDA
,
MD
20817
NONE
PUBLIC CHARITY
EDUCATION
75,000
HOME OF THE BRAVE FOUNDATION INC
6632 SHARPS ROAD
MILFORD
,
DE
19963
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,000
HOWARD T ENNIS SCHOOL
20346 ENNIS ROAD
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
EDUCATION
5,000
IMMANUEL SHELTER INC
17601 COASTAL HWY UNIT 11 431
NASSAU
,
DE
19969
NONE
PUBLIC CHARITY
SOCIAL SERVICES
8,000
IN HONOR OF HER
PO BOX 855
OLNEY
,
MD
208300855
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,500
INDIAN RIVER SOCCER CLUB
32221 GUN ROAD
FRANKFORD
,
DE
19945
NONE
PUBLIC CHARITY
EDUCATION
1,000
JAMES BEARD FOUNDATION
167 WEST 12TH STREET
NEW YORK
,
NY
10011
NONE
PUBLIC CHARITY
SOCIAL SERVICES
22,500
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BLVD SUITE 100
N BETHESDA
,
MD
20852
NONE
PUBLIC CHARITY
SOCIAL SERVICES
50,000
JOHN M CLAYTON ELEMENTARY SCHOOL
252 CLAYTON AVENUE
FRANKFORD
,
DE
19945
NONE
PUBLIC CHARITY
EDUCATION
5,000
JOSEPH JEFFREY STEIN III FOUNDATION
1 GRENOBLE PLACE
REHOBOTH BEACH
,
DE
19971
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,000
JOSHUA M FREEMAN FOUNDATION INC
31556 WINTERBERRY PARKWAY
SELBYVILLE
,
DE
19975
NONE
PUBLIC CHARITY
ARTS
5,000
JUNIOR ACHIEVEMENT OF DELAWARE INC
522 S WALNUT STREET
WILMINGTON
,
DE
19801
NONE
PUBLIC CHARITY
EDUCATION
11,000
KEEN GREATER DC
PO BOX 341590
BETHESDA
,
MD
20827
NONE
PUBLIC CHARITY
SOCIAL SERVICES
10,000
KELLY ANNE DOLAN MEMORIAL FUND
580 VIRGINIA DRIVE SUITE 110
FORT WASHINGTON
,
PA
19034
NONE
PUBLIC CHARITY
HEALTH
5,000
KENNEDY CENTER (THE)
PO BOX 101510
ARLINGTON
,
VA
22210
NONE
PUBLIC CHARITY
ARTS
35,000
KENT-SUSSEX INDUSTRIES INC
301 NORTH REHOBOTH BOULEVARD
MILFORD
,
DE
19963
NONE
PUBLIC CHARITY
SOCIAL SERVICES
3,500
LANDON SCHOOL
6101 WILSON LANE
BETHESDA
,
MD
208173199
NONE
PUBLIC CHARITY
EDUCATION
36,000
LEADERSHIP MONTGOMERY
5910 EXECUTIVE BLVD ST 200
ROCKVILLE
,
MD
20852
NONE
PUBLIC CHARITY
SOCIAL SERVICES
25,000
LEUKEMIA & LYMPHOMA SOCIETY -DE
1300 N GRANT AVENUE
WILMINGTON
,
DE
19806
NONE
PUBLIC CHARITY
HEALTH
3,000
LEUKEMIA & LYMPHOMA SOCIETY-VA
3601 EISENHOWER AVE SUITE 450
ALEXANDRIA
,
VA
22304
NONE
PUBLIC CHARITY
HEALTH
10,000
LIFE WITH CANCER
C/O SHAPIRO LIFSCHITZ SCHRAM 1742 N
ST NW
WASHINGTON
,
DC
20036
NONE
PUBLIC CHARITY
HEALTH
10,000
LITERACY DELAWARE INC
PO BOX 2083
WILMINGTON
,
DE
198992083
NONE
PUBLIC CHARITY
EDUCATION
5,000
LITTLE LEAGUE BASEBALL INC
5 CLOVER DRIVE
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
SOCIAL SERVICES
20,000
LIVING CLASSROOMS FOUNDATION
515 M ST SE SUITE 222
WASHINGTON
,
DC
20003
NONE
PUBLIC CHARITY
EDUCATION
5,000
LYME DISEASE ASSOCIATION OF DELMARVA
PO BOX 5360
SALISBURY
,
MD
21802
NONE
PUBLIC CHARITY
HEALTH
5,500
MANNA FOOD CENTER
12301 OLD COLUMBIA PIKE STE 200
SILVER SPRING
,
MD
20904
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
MARTHA'S TABLE INC
2375 ELVANS RD SE
WASHINGTON
,
DC
20020
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
MARY'S CENTER
2333 ONTARIO RD NW
WASHINGTON
,
DC
20009
NONE
PUBLIC CHARITY
HEALTH
10,000
MID-ATLANTIC SYMPHONY ORCHESTRA SOCIETY
PO BOX 3381
EASTON
,
MD
21601
NONE
PUBLIC CHARITY
ARTS
500
MIDDLEBURG FILM FESTIVAL
PO BOX 1566
MIDDLEBURG
,
VA
20118
NONE
PUBLIC CHARITY
ARTS
7,000
MILTON LIONS FOUNDATION INC
PO BOX 256
MILTON
,
DE
19968
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
MONTGOMERY COLLEGE FOUNDATION
9221 CORPORATE BLVD 3RD FLOOR
ROCKVILLE
,
MD
20850
NONE
PUBLIC CHARITY
EDUCATION
10,000
MONTGOMERY COUNTY 4-H CLUB SHEEP & SWINE
19300 HEMPSTONE AVE
POOLESVILLE
,
MD
20837
NONE
PUBLIC CHARITY
SOCIAL SERVICES
965
MONTGOMERY COUNTY BEEF 4-H CLUB
5925 DAMASCUS ROAD
LAYTONSVILLE
,
MD
20882
NONE
PUBLIC CHARITY
SOCIAL SERVICES
19,310
NAMI MONTGOMERY COUNTY
9210 CORPORATE BLVD SUITE 170
ROCKVILLE
,
MD
20850
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NW
WASHINGTON
,
DC
20005
NONE
PUBLIC CHARITY
EDUCATION
10,000
NATIONAL PHILHARMONIC ORCHESTRA & CHORALE
THE MUSIC CENTER AT STRATHMORE 5301
TUCKERMAN LANE
ROCKVILLE
,
MD
20852
NONE
PUBLIC CHARITY
ARTS
5,000
NEW HOPE REC AND DEVELOPMENT CTR INC
12564 NORTH OLD STATE ROAD PO BOX
310
ELLENDALE
,
DE
199412820
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
NONPROFIT VILLAGE CENTER INC (THE)
12320 PARKLAWN DRIVE
ROCKVILLE
,
MD
20852
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
NOURISH NOW
1111 TAFT STREET
ROCKVILLE
,
MD
20850
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
NPLB OUTDOORS
1200 MONTGOMERY STREET
LAUREL
,
MD
20707
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,000
OCEAN CITY ELEMENTARY SCHOOL
12828 CENTER DRIVE
OCEAN CITY
,
MD
21842
NONE
PUBLIC CHARITY
EDUCATION
747
OLNEY HELP
PO BOX 430
OLNEY
,
MD
20830
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
OLNEY THEATRE
2001 OLNEY SANDY SPRING ROAD
OLNEY
,
MD
20832
NONE
PUBLIC CHARITY
ARTS
10,000
OUR LADY OF MERCY CATHOLIC SCHOOL
9222 KENTSDALE DRIVE
POTOMAC
,
MD
20854
NONE
PUBLIC CHARITY
EDUCATION
2,000
PASSION FOR LEARNING INC
1210 WOODSIDE PARKWAY
SILVER SPRING
,
MD
20910
NONE
PUBLIC CHARITY
EDUCATION
5,000
PATHWAYS TO SUCCESS INC
31 THE CIRCLE SUITE A B
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,500
POCOMOKE ELEMENTARY SCHOOL
2119 POCOMOKE BELTWAY
POCOMOKE CITY
,
MD
21851
NONE
PUBLIC CHARITY
EDUCATION
575
POCOMOKE MIDDLE SCHOOL
800 8TH STREET
POCOMOKE CITY
,
MD
21851
NONE
PUBLIC CHARITY
EDUCATION
510
PREVENT CANCER FOUNDATION
1600 DUKE STREET SUITE 500
ALEXANDRIA
,
VA
22314
NONE
PUBLIC CHARITY
HEALTH
5,000
PRIMEROS PASOS INC
20648 SAVANNAH ROAD
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,500
PULMONARY HYPERTENSION ASSOCIATION
801 ROEDER ROAD SUITE 1000
SILVER SPRING
,
MD
20910
NONE
PUBLIC CHARITY
HEALTH
1,000
RACKLIFFE HOUSE TRUST INC
PO BOX 561
BERLIN
,
MD
21811
NONE
PUBLIC CHARITY
SOCIAL SERVICES
500
RAINBOW PLACE SHELTER FOR HOMELESS WOMEN
ROCKVILLE PRESBYTERIAN CHURCH 215 W
MONTGOMERY AVE
ROCKVILLE
,
MD
208502804
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
READ ALOUD DELAWARE
108 N BEDFORD STREET
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
EDUCATION
2,750
RED WIGGLER FOUNDATION INC
PO BOX 968
CLARKSBURG
,
MD
20871
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
ROXANA FIRE COMPANY
35943 ZION CHURCH ROAD
FRANKFORD
,
DE
19945
NONE
PUBLIC CHARITY
SOCIAL SERVICES
15,000
SHOWELL ELEMENTARY SCHOOL
11318 SHOWELL SCHOOL RD
BERLIN
,
MD
21811
NONE
PUBLIC CHARITY
EDUCATION
302
SNOW HILL MIDDLE SCHOOL
522 COULBOURNE LANE
SNOW HILL
,
MD
21863
NONE
PUBLIC CHARITY
EDUCATION
799
SOME
71 O STREET NW
WASHINGTON
,
DC
20001
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
SOUTHERN SUSSEX ROTARY CLUB
PO BOX 92
SELBYVILLE
,
DE
19975
NONE
PUBLIC CHARITY
SOCIAL SERVICES
700
ST ANN'S - VIC DANCE
33284 WALTSON WALK COURT PO BOX
1035
BETHANY BEACH
,
DE
19930
NONE
PUBLIC CHARITY
SOCIAL SERVICES
400
ST MARY'S COLLEGE OF MARYLAND FOUNDATION
18952 E FISHER RD
ST MARYS CITY
,
MD
20686
NONE
PUBLIC CHARITY
EDUCATION
250
STEPPING STONES SHELTER
PO BOX 712
ROCKVILLE
,
MD
208480712
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
STRATHMORE HALL FOUNDATION INC
5301 TUCKERMAN LANE
N BETHESDA
,
MD
20852
NONE
PUBLIC CHARITY
ARTS
10,000
SUSSEX COUNTY COUNCIL ESCROW ACCT
2 THE CIRCLE
GEORGETOWN
,
DE
19947
NONE
PUBLIC CHARITY
SOCIAL SERVICES
250
THEARC
1901 MISSISSIPPI AVE SUITE 101
WASHINGTON
,
DC
20020
NONE
PUBLIC CHARITY
ARTS
25,000
TRINITY FOUNDATION
PO BOX 1620
SEAFORD
,
DE
19973
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,716
UNIVERSITY OF MARYLAND FOUNDATION (THE)
6500 ROCK SPRINGS DRIVE SUITE 200
BETHESDA
,
MD
20817
NONE
PUBLIC CHARITY
EDUCATION
10,000
VFW POST 7234
29265 MARSHY HOPE WAY
OCEAN VIEW
,
DE
19970
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,000
WASHINGTON BALLET (THE)
3515 WISCONSIN AVE NW
WASHINGTON
,
DC
20016
NONE
PUBLIC CHARITY
ARTS
10,000
WEST SIDE NEW BEGINNINGS INC
19801 NORWOOD STREET
REHOBOTH BEACH
,
DE
19971
NONE
PUBLIC CHARITY
SOCIAL SERVICES
5,000
WILDERNESS LEADERSHIP AND LEARNING INC
1758 PARK RD NW
WASHINGTON
,
DC
20010
NONE
PUBLIC CHARITY
EDUCATION
5,000
WILLARDS ELEMENTARY SCHOOL
36161 RICHLAND RD
WILLARDS
,
MD
21875
NONE
PUBLIC CHARITY
EDUCATION
1,575
WINCHESTER THURSTON SCHOOL
555 MOREWOOD AVENUE
PITTSBURGH
,
PA
15213
NONE
PUBLIC CHARITY
EDUCATION
1,000
WOLF TRAP ANIMAL RESCUE
PO BO 2753
MERRIFIELD
,
VA
22116
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,000
WORCESTER COUNTY HUMANE SOCIETY INC
PO BOX 48
BERLIN
,
MD
21811
NONE
PUBLIC CHARITY
SOCIAL SERVICES
1,500
WRESTLING TO BEAT THE STREETS DC
12435 PARK POTOMAC AVE SUITE 500
POTOMAC
,
MD
20854
NONE
PUBLIC CHARITY
SOCIAL SERVICES
14,500
YMCA OF METROPOLITAN WASHINGTON
9401 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
NONE
PUBLIC CHARITY
SOCIAL SERVICES
2,500
Total
.................................
3a
1,397,102
b
Approved for future payment
BEEBE MEDICAL FOUNDATION
902 SAVANNAH ROAD
LEWWWW
,
DE
19958
NONE
PUBLIC CHARITY
HEALTH
125,850
Total
.................................
3b
125,850
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
507
4
Dividends and interest from securities
....
14
1,166,789
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
731
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,756,337
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
K-1 ORDINARY BUSINESS INCOME
900099
-2,896
18
56
b
MISCELLANEOUS
01
4,785
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
-2,896
2,928,474
731
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,926,309
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
11
MISCELLANEOUS INCOME
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description