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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
THE GEORGE L SHIELDS FOUNDATION INC
C/O ROBERT M REINER TREASURER
Number and street (or P.O. box number if mail is not delivered to street address)4416 EAST WEST HIGHWAY4TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD208144568
A Employer identification number

52-1851638
B Telephone number (see instructions)

(301) 634-3125
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$32,209,121J 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 130,626 130,626  
4 Dividends and interest from securities... 440,327 440,327  
5a Gross rents............ 410,031 410,031  
b Net rental income or (loss) 407,986
6a Net gain or (loss) from sale of assets not on line 10 786,076
b Gross sales price for all assets on line 6a 9,685,240
7 Capital gain net income (from Part IV, line 2)... 786,076
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 276,361 0  
12 Total. Add lines 1 through 11........ 2,043,421 1,767,060  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,000 28,500   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 108,450 10,845   0
b Accounting fees (attach schedule)....... Click to see attachment 26,720 13,360   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 89,021 12,511   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 247,990 27,390   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 529,181 92,606   0
25 Contributions, gifts, grants paid....... 1,884,000 1,884,000
26 Total expenses and disbursements. Add lines 24 and 25 2,413,181 92,606   1,884,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -369,760
b Net investment income (if negative, enter -0-) 1,674,454
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,998 270,826 270,826
2 Savings and temporary cash investments......... 692,585 1,403,349 1,403,349
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 615,974 Click to see attachment657,508 669,272
b Investments—corporate stock (attach schedule)....... 18,754,526 Click to see attachment16,772,321 20,538,599
c Investments—corporate bonds (attach schedule)....... 1,957,549 Click to see attachment1,774,341 1,896,123
11 Investments—land, buildings, and equipment: basis bullet2,776,000
Less: accumulated depreciation (attach schedule) bullet   2,776,000 2,776,000 4,499,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,398,947 Click to see attachment3,181,661 2,931,575
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,564 Click to see attachment377 Click to see attachment377
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,206,143 26,836,383 32,209,121
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 27,206,143 26,836,383
29 Total net assets or fund balances (see instructions)..... 27,206,143 26,836,383
30 Total liabilities and net assets/fund balances (see instructions). 27,206,143 26,836,383
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
27,206,143
2
Enter amount from Part I, line 27a .....................
2
-369,760
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
26,836,383
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
26,836,383
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 CAPITAL GAIN DISTRIBUTIONS-AMERIPRISE 247 P 2001-01-01 2019-12-31
b CAPITAL GAIN DISTRIBUTIONS-MERRILL LYNCH 016 P 2001-01-01 2019-12-31
c CAPITAL GAIN DISTRIBUTIONS-MERRILL LYNCH 218 P 2001-01-01 2019-12-31
d CAPITAL GAIN DISTRIBUTIONS- MORGAN STANLEY 165123 P 2001-01-01 2019-12-31
e AMERIPRISE 247 P 2001-01-01 2019-12-31
AMERIPRISE 247 P 2019-01-01 2019-12-31
AMERIPRISE 543 P 2001-01-01 2019-12-31
AMERIPRISE 543 P 2019-01-01 2019-12-31
AMERIPRISE 790 P 2019-01-01 2019-12-31
AMERIPRISE 844 P 2019-01-01 2019-12-31
AMERIPRISE 844 P 2019-01-01 2019-12-31
AMERIPRISE 879 P 2001-01-01 2019-12-31
AMERIPRISE 879 P 2019-01-01 2019-12-31
AMERIPRISE 922 P 2001-01-01 2019-12-31
AMERIPRISE 922 P 2019-01-01 2019-12-31
AMERIPRISE 937 P 2001-01-01 2019-12-31
AMERIPRISE 937 P 2019-01-01 2019-12-31
AMERIPRISE 937-MARKET DISCOUNT P 2001-01-01 2019-12-31
MERRILL LYNCH 013 P 2001-01-01 2019-12-31
MERRILL LYNCH 014 P 2001-01-01 2019-12-31
MERRILL LYNCH 014 WASH SALE P 2001-01-01 2019-12-31
MERRILL LYNCH 015 P 2001-01-01 2019-12-31
MERRILL LYNCH 015 WASH SALE P 2001-01-01 2019-12-31
MERRILL LYNCH 016 P 2001-01-01 2019-12-31
MERRILL LYNCH 016 WASH SALE P 2001-01-01 2019-12-31
MERRILL LYNCH 017 P 2001-01-01 2019-12-31
MERRILL LYNCH 018 P 2001-01-01 2019-12-31
MERRILL LYNCH 018 WASH SALE P 2001-01-01 2019-12-31
MERRILL LYNCH 218 P 2001-01-01 2019-12-31
MORGAN STANLEY 500 P 2001-01-01 2019-12-31
MORGAN STANLEY 356 P 2001-01-01 2019-12-31
MORGAN STANLEY 356 WASH SALE P 2001-01-01 2019-12-31
MORGAN STANLEY 123 P 2001-01-01 2019-12-31
MORGAN STANLEY 369 P 2001-01-01 2019-12-31
MORGAN STANLEY 123 P 2001-01-01 2019-12-31
MORGAN STANLEY 123 WASH SALE P 2001-01-01 2019-12-31
MORGAN STANLEY 359 P 2001-01-01 2019-12-31
MORGAN STANLEY 358 P 2001-01-01 2019-12-31
MORGAN STANLEY 627 P 2001-01-01 2019-12-31
MORGAN STANLEY 359 WASH SALE P 2001-01-01 2019-12-31
MORGAN STANLEY 357 P 2001-01-01 2019-12-31
MORGAN STANLEY 357 WASH SALE P 2001-01-01 2019-12-31
MORGAN STANLEY 360 P 2001-01-01 2019-12-31
MORGAN STANLEY 36 WASH SALE P 2001-01-01 2019-12-31
UBS P 2001-01-01 2019-12-31
(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 49 0   49
b 38 0   38
c 15,595 0   15,595
d 29,226 0   29,226
e 22,743 0 8,088 14,655
562,285 0 527,673 34,612
200,796 0 150,017 50,779
18,187 0 21,402 -3,215
316,400 0 269,474 46,926
54,332 0 47,233 7,099
12,663 0 12,537 126
83,968 0 73,829 10,139
418,811 0 389,754 29,057
30,879 0 34,302 -3,423
21,203 0 23,087 -1,884
105,351 0 104,779 572
168,256 0 167,448 808
    613 -613
559,054 0 555,684 3,370
86,490 0 63,876 22,614
387 0   387
114,875 0 95,048 19,827
555 0   555
96,442 0 62,994 33,448
25 0   25
94,187 0 70,903 23,284
176,314 0 172,774 3,540
328 0   328
340,200 0 347,442 -7,242
237,934 0 221,141 16,793
153,037 0 173,106 -20,069
2,303 0   2,303
1,038,584 0 728,985 309,599
300,000 0 300,000 0
1,300,679 0 1,194,938 105,741
920 0   920
399,692 0 319,848 79,844
1,174,922 0 1,229,678 -54,756
164,516 0 156,861 7,655
663 0   663
170,430 0 172,638 -2,208
367 0   367
544,116 0 538,574 5,542
3,000 0   3,000
664,438 0 664,438 0
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       49
b       38
c       15,595
d       29,226
e       14,655
      34,612
      50,779
      -3,215
      46,926
      7,099
      126
      10,139
      29,057
      -3,423
      -1,884
      572
      808
      -613
      3,370
      22,614
      387
      19,827
      555
      33,448
      25
      23,284
      3,540
      328
      -7,242
      16,793
      -20,069
      2,303
      309,599
      0
      105,741
      920
      79,844
      -54,756
      7,655
      663
      -2,208
      367
      5,542
      3,000
      0
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 2 786,076
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018      
2017      
2016      
2015      
2014      
2
Total of line 1, column (d) .....................
2
 
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
 
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 33,489
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 33,489
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 33,489
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 54,440
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 42,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 96,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 195
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 62,756
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet62,756 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 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 addressbulletN/A
    14
    The books are in care ofbulletROBERT M REINER TREASURER Telephone no.bullet (301) 634-3125

    Located atbullet4416 EAST WEST HIGHWAY 4TH FLOORBETHESDAMD ZIP+4bullet208144568
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANN SCHEIN CARLYSS PRES & DIRECTOR
    5.00     		45,000 0 0
    4416 EAST WEST HIGHWAY 4TH FLOOR
    BETHESDA,MD208144568
    ROBERT M REINER SECRETARY/TREAS
    5.00     		0 0 0
    4416 EAST WEST HIGHWAY 4TH FLOOR
    BETHESDA,MD208144568
    BRUCE MACDONALD DIRECTOR
    2.00     		4,000 0 0
    4416 EAST WEST HIGHWAY 4TH FLOOR
    BETHESDA,MD208144568
    CAROLYN MOORE DIRECTOR
    2.00     		4,000 0 0
    4416 EAST WEST HIGHWAY 4TH FLOOR
    BETHESDA,MD208144568
    ROBERT BRENENGEN DIRECTOR
    2.00     		4,000 0 0
    4416 EAST WEST HIGHWAY 4TH FLOOR
    BETHESDA,MD208144568
    ERMA MEDGYESY DIRECTOR
    2.00     		0 0 0
    4416 EAST WEST HIGHWAY 4TH FLOOR
    BETHESDA,MD208144568
    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 (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
    SELZER GURVITCH RABIN WERTHEIMER & POLOTT LEGAL SERVICES 108,450
    4416 EAST WEST HIGHWAY
    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 (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
    25,258,916
    b
    Average of monthly cash balances.......................
    1b
    1,193,222
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,999,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,451,138
    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
    31,451,138
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    471,767
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    30,979,371
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,548,969
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,548,969
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    33,489
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,489
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,515,480
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,515,480
    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
    1,515,480
    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
    1,884,000
    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
    1,884,000
    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
    1,884,000
    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 1,515,480
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 101,655
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,884,000
    a Applied to 2018, but not more than line 2a 101,655
    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..... 1,515,480
    e Remaining amount distributed out of corpus 266,865
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 266,865
    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) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		266,865
    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.... 266,865
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVOCATES FOR HOMELESS FAMILIES
    216 ABRECHT PLACE
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    ALLIANCE FOR CHOICE IN EDUCATION
    1201 E COLFAX AVE SUITE 302
    DENVER,CO80218     		NONE PUBLIC FOR PROGRAM SERVICES 15,000
    AMERICAN CANCER SOCIETY
    PO BOX 22358
    OKLAHOMA CITY,OK731231358     		NONE PUBLIC FOR PROGRAM SERVICES 3,000
    AMERICARES FOUNDATION INC
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE PUBLIC FOR PROGRAM SERVICES 50,000
    ANACOSTIA RIVERKEEPER INC
    515 M STREET SE SUITE 218
    WASHINGTON,DC20003     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    ARENA STAGE
    1101 SIXTH STREET SW
    WASHINGTON,DC20024     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    ARRUPE JESUIT HIGH SCHOOL
    4343 UTICA STREET
    DENVER,CO80212     		NONE PUBLIC FOR PROGRAM SERVICES 30,000
    ART STUDENTS LEAGUE OF DENVER
    200 GRANT STREET
    DENVER,CO80203     		NONE PUBLIC FOR PROGRAM SERVICES 8,000
    ASTRAL ARTISTIC SERVICES
    230 S BROAD STREET SUITE 300
    PHILADELPHIA,PA19102     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    AUDUBON CANYON RANCH
    4900 SHORELINE HIGHWAY ONE
    STINSON BEACH,CA94970     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    BABIES NOW FOUNDATION
    5082 E HAMPDEN AVE SUITE 161
    DENVER,CO80222     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    BIODYNAMIC FARMING & GARDENING ASSOC
    PO BOX 557
    EAST TROY,WI53120     		NONE PUBLIC FOR PROGRAM SERVICES 2,000
    BLESSINGS IN A BACKPACK
    PO BOX 3508
    FREDERICK,MD21705     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    BRAIDED RIVER
    1001 SW KLICKITAT WAY SUITE 201
    SEATTLE,WA98134     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    CANAL COMMUNITY ALLIANCE
    91 LARKSPUR STREET
    SAN RAFAEL,CA94901     		NONE PUBLIC FOR PROGRAM SERVICES 18,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		NONE PUBLIC FOR PROGRAM SERVICES 50,000
    CHICAGO JESUIT ACADEMY
    5058 WEST JACKSON BOULEVARD
    CHICAGO,IL606444324     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    CHICAGO LIGHTS
    126 E CHESTNUT STREET
    CHICAGO,IL60611     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    CHILDREN'S HOSPITAL FOUNDATION
    801 ROEDER ROAD SUITE 300
    SILVER SPRING,MD20910     		NONE PUBLIC FOR PROGRAM SERVICES 50,000
    CIVIC ORCHESTRA OF CHICAGO
    220 SOUTH MICHIGAN AVENUE
    CHICAGO,IL60604     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    COLORADO SKI AND SNOWBOARD MUSEUM
    231 SOUTH FRONTAGE ROAD EAST
    VAIL,CO81657     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA INC
    2202 18TH STREET NW SUITE 116
    WASHINGTON,DC20009     		NONE PUBLIC FOR PROGRAM SERVICES 5,500
    DENVER CHILDREN'S HOME
    1501 ALBION ST
    DENVER,CO80220     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    DOCTORS WITHOUT BORDERS USA
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		NONE PUBLIC FOR PROGRAM SERVICES 50,000
    EARTH CONSERVATION CORPS
    2000 HALF STREET SW
    WASHINGTON,DC20024     		NONE PUBLIC FOR PROGRAM SERVICES 100,000
    EQUAL JUSTICE AMERICA
    13540 E BOUNDARY RD STE 204
    MIDLOTHIAN,VA23112     		NONE PUBLIC FOR PROGRAM SERVICES 3,000
    EXPLORING THE METROPOLIS INC
    16104 JAMAICA AVENUE 5TH FLOOR
    JAMAICA,NY11432     		NONE PUBLIC FOR PROGRAM SERVICES 17,500
    FAIR CHANCE
    2001 SSTREET NW SUITE 310
    WASHINGTON,DC20009     		NONE PUBLIC FOR PROGRAM SERVICES 2,000
    FAMILY HOMESTEAD
    PO BOX 40186
    DENVER,CO80204     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    FIGHT 4 DIABETES CURE
    10524 DETRICK AVENUE
    KENSINGTON,MD20895     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    FRANCISCAN OUTREACH
    717B W 18TH STREET
    CHICAGO,IL60616     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    FRED SOMMER ACES TENNIS SCHOLARSHIP INC
    14501 HOMECREST ROAD
    SILVER SPRING,MD20906     		NONE PUBLIC FOR PROGRAM SERVICES 2,500
    FREDERICK COMMUNITY COLLEGE FOUNDATION INC
    7932 OPOSSUMTOWN PIKE
    FREDERICK,MD21702     		NONE PUBLIC FOR PROGRAM SERVICES 70,000
    FREDERICK RESCUE MISSION
    419 WEST SOUTH STREET
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 200,000
    GEORGE WASHINGTON'S MOUNT VERNON
    PO BOX 110
    MOUNT VERNON,VA22121     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    GIRLS INC
    626 WASHINGTON AVENUE
    HAGERSTOWN,MD21740     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    GLIDE MEM U METHODIST CHURCH
    330 ELLIS STREET
    SAN FRANCISCO,CA94102     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    GOLDIE'S PLACE
    5705 N LINCOLN AVENUE
    CHICAGO,IL60659     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    HABITAT FOR HUMANITY EAST BAY
    2619 BROADWAY
    OAKLAND,CA94612     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    HABITAT FOR HUMANITY OF COASTAL FAIRFIELD CO
    1542 BARNUM AVENUE
    BRIDGEPORT,CT06610     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    HANDICAPPED CHILDREN OF AFGANISTAN
    4695 SOUTH MONACO STREET
    DENVER,CO80237     		NONE PUBLIC FOR PROGRAM SERVICES 30,000
    HAVE DREAMS
    515 BUSSE HIGHWAY SUITE 150
    PARK RIDGE,IL60068     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    HEADSTRONG PROJECT INC
    655 MADISON AVENUE 18TH FLOOR
    NEW YORK,NY10065     		NONE PUBLIC FOR PROGRAM SERVICES 15,000
    HIGHLINE CANAL CONSERVANCY
    915 SOUTH PEARL STREET
    DENVER,CO80209     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    HOOD COLLEGE
    401 ROSEMONT AVE
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    HOPE CONNECTIONS FOR CANCER SUPPORT
    10100 LAUREATE WAY
    BETHESDA,MD20814     		NONE PUBLIC FOR PROGRAM SERVICES 3,500
    HOUSING AUTHORITY OF THE CITY OF FREDERICK
    209 MADISON STREET
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    LAWSON HOUSE FOR LIFE DEVELOPMENT
    30 W CHICAGO AVENUE
    CHICAGO,IL60654     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    LEADERSHIP CONSERVATORY FOUNDATION INC
    2960 TALON DRIVE
    CLEARWATER,FL33761     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    LEUKEMIA & LYMPHOMA SOCIETY
    954 W WASHINGTON BLVD SUITE 305
    CHICAGO,IL60607     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    MANNES COLLEGE THE NEW SCHOOL OF MUSIC
    79TH FIFTH AVENUE 17TH FLOOR
    NEW YORK,NY10003     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    MARYLAND ENSEMBLE THEATER
    31 W PATRICK STREET
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    MARYLAND LEADERSHIP SEMINAR FOUNDATION
    1133 DULANEY GATE CIRCLE
    COCKEYSVILLE,MD21030     		NONE PUBLIC FOR PROGRAM SERVICES 3,000
    MARYLAND LEGAL AID
    22 S MARKET ST SUITE 11
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    MAXFUND ANIMAL ADOPTION CENTER
    720 WEST 10TH AVENUE
    DENVER,CO80204     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    MEALS OF MARIN
    185 NORTH REDWOOD DR SUITE 140
    SAN RAFAEL,CA94903     		NONE PUBLIC FOR PROGRAM SERVICES 15,000
    METROPOLITAN FAMILY SERVICES
    ONE NORTH DEARBORN SUITE 1000
    CHICAGO,IL606024322     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    MICHIGAN TECH UNIVERSITY
    1400 TOWNSEND DRIVE
    HOUGHTON,MO49931     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    MIRIAM'S KITCHEN
    2401 VIRGINIA AVENUE NW
    WASHINGTON,DC20037     		NONE PUBLIC FOR PROGRAM SERVICES 15,000
    MISSION OF MERCY
    22 SOUTH MARKET STREET SUITE 6D
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    PEABODY INSTITUTE
    1 EAST MOUNT VERNON PLACE
    BALITMORE,MD21202     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    POTOMAC CONSERVANCY
    962 WAYNE AVENUE SUITE 540
    SILVER SPRING,MD20910     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    PROJECT ANGEL HEART
    4950 WASHINGTON STREET
    DENVER,CO80216     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    RAY OF HOPE CANCER FOUNDATION
    1385 S COLORADO BLVD SUITE 714
    DENVER,CO80222     		NONE PUBLIC FOR PROGRAM SERVICES 35,000
    REBUILDING TOGETHER MONTGOMERY CO
    18225-A FLOWER HILL WAY
    GAITHERSBURG,MD20879     		NONE PUBLIC FOR PROGRAM SERVICES 2,000
    RIVERSIDE SYMPHONY
    225 WEST 99TH STREET
    NEW YORK,NY10025     		NONE PUBLIC FOR PROGRAM SERVICES 15,000
    RUSSIAN RIVERKEEPER
    PO BOX 1335
    HEALDSBURG,CA95448     		NONE PUBLIC FOR PROGRAM SERVICES 4,000
    SAINT SEBASTIAN PROJECT DENVER
    9816 E CRESTLINE CIRCLE
    GREENWOOD VILLAGE,CO80111     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    SF-MARIN COMMUNITY FOOD BANK
    900 PENNSYLVANIA AVENUE
    SAN FRANCISCO,CA94107     		NONE PUBLIC FOR PROGRAM SERVICES 17,000
    SOME
    71 O STREET NW
    WASHINGTON,DC20001     		NONE PUBLIC FOR PROGRAM SERVICES 15,000
    STUDENT HOMELESSNESS INITIATIVE PARTNERSHIP OF FREDERICK COUNTY
    PO BOX 1629
    FREDERICK,MD21702     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    SUNBURST PROJECTS
    2143 HURLEY WAY SUITE 240
    SACRAMENTO,CA95825     		NONE PUBLIC FOR PROGRAM SERVICES 12,000
    TAHIRIH JUSTICE CENTER
    6402 ARLINGTON BLVD SUITE 300
    FALLS CHURCH,VA22042     		NONE PUBLIC FOR PROGRAM SERVICES 50,000
    TEAM PROGRAM TAMISCAL HS
    305 DOHERTY DRIVE
    LARKSPUR,CA94939     		NONE PUBLIC FOR PROGRAM SERVICES 17,000
    THE CHICAGO HELP INITIATIVE
    440 NORTH WELLSSUITE 440
    CHICAGO,IL60654     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    THE COLORADO SYMPHONY
    1000 14TH STREET 15
    DENVER,CO80202     		NONE PUBLIC FOR PROGRAM SERVICES 15,000
    THE HOLTON FUND
    7303 RIVER ROAD
    BETHESDA,MD20817     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    THE HOMELESS GARDEN PROJECT
    PO BOX 617
    SANTA CRUZ,CA95061     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    THE JUILLIARD SCHOOL
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PUBLIC FOR PROGRAM SERVICES 80,000
    THE NATURE CONSERVANCY
    425 BARLOW PLACE SUITE 100
    BETHESDA,MD20814     		NONE PUBLIC FOR PROGRAM SERVICES 30,000
    THE PATRICK & SHIRLEY RYAN OPERA CENTER
    20 N WACKER DRIVE SUITE 860
    CHICAGO,IL60606     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    THE RELIGIOUS COALITION FOR EMERGENCY HUMAN NEEDS
    27 DEGRANGE ST
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    THRESHOLDS
    4101 NORTH RAVENSWOOD AVE
    CHICAGO,IL60613     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    TRIPS FOR KIDS
    610 4TH STREET
    SAN RAFAEL,CA94901     		NONE PUBLIC FOR PROGRAM SERVICES 9,000
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET ROOM 433
    PHILADEPHIA,PA19104     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    WILD ANIMAL SANCTUARY
    1946 COUNTY ROAD 53
    KEENSBURG,CO80643     		NONE PUBLIC FOR PROGRAM SERVICES 20,000
    EMBASSY SERIES
    9521 SEMINOLE STREET
    SILVER SPRING,MD20901     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    THE JESSYE NORMAN SCHOOL OF ARTS INC
    739 GREEN STREET
    AUGUSTA,GA30901     		NONE PUBLIC FOR PROGRAM SERVICES 17,500
    JEWISH FOUNDATION FOR GROUP HOMES INC
    1500 EAST JEFFERSON STREET
    ROCKVILLE,MD20852     		NONE PUBLIC FOR PROGRAM SERVICES 3,000
    CHABAD OF OLNEY
    17320 GEORGIA AVENUE
    OLNEY,MD20832     		NONE PUBLIC FOR PROGRAM SERVICES 2,000
    CRAIG HOSPITAL FOUNDATION
    3425 S CLARKSON STREET
    ENGLEWOOD,CO80113     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    CCC PARTNERS FOUNDATION
    14441 DUPONT COURT SUITE 101
    OMAHA,NE68144     		NONE PUBLIC FOR PROGRAM SERVICES 1,000
    HEADLEY CARTER CARES FOUNDATION INC
    PO BOX 161
    RIVERDALE,MD20783     		NONE PUBLIC FOR PROGRAM SERVICES 3,000
    JUST THE RIGHT ATTITUDE INC
    37210 CITY PARK AVENUE
    GEISMAR,LA70734     		NONE PUBLIC FOR PROGRAM SERVICES 6,500
    LAW COLLEGE ASSOCIATION OF THE UNIVERSITY OF ARIZONA
    1145 N MOUNTAIN AVENUE
    TUCSON,AZ85719     		NONE PUBLIC FOR PROGRAM SERVICES 4,000
    ON OUR OWN OF FREDERICK COUNTY INC
    331 W PATRICK STREET
    FREDERICK,MD21701     		NONE PUBLIC FOR PROGRAM SERVICES 5,000
    PHENOMENOLOGY INC
    17711 PERLITE WAY
    HAGERSTOWN,MD21740     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    PHOENIX FOUNDATION OF MARYLAND INC
    PO BOX 4193
    FREDERICK,MD21705     		NONE PUBLIC FOR PROGRAM SERVICES 25,000
    PRINCETON-BLAIRSTOWN CENTER INC
    13 ROSZEL ROAD SUITE 204A
    PRINCETON,NJ08540     		NONE PUBLIC FOR PROGRAM SERVICES 3,000
    VALLEY SETTLEMENT
    520 S THIRD STREET SUITE 9
    CARBONDALE,CO81623     		NONE PUBLIC FOR PROGRAM SERVICES 10,000
    Total .................................bullet 3a 1,884,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 130,626  
    4 Dividends and interest from securities....     14 440,327  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 407,986  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 786,076  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSECURITIES SETTLEMENTS     		  209 14    
    bPARTNERSHIP INC. FROM K-1   270,732 14    
    cAMERPRISE CONTRACT SETTLEMENTS   5,420 14    
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 276,361 1,765,015 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,041,376
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


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