-
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
MAYBERG FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
8401 CONNECTICUT AVENUE NO 1260
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE
,
MD
20815
A Employer identification number
81-4574465
B
Telephone number (see instructions)
(301) 881-7500
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)
$
11,179,700
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)
8,139,447
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
95,533
95,324
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
0
b
Gross sales price for all assets on line 6a
6,320,507
7
Capital gain net income (from Part IV, line 2)
...
1,733,195
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
8,234,980
1,828,519
13
Compensation of officers, directors, trustees, etc.
250,000
0
225,000
14
Other employee salaries and wages
......
603,049
0
767,744
15
Pension plans, employee benefits
.......
168,713
0
151,842
16a
Legal fees (attach schedule)
.........
3,713
0
3,342
b
Accounting fees (attach schedule)
.......
35,367
0
31,831
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
123,186
0
49,770
19
Depreciation (attach schedule) and depletion
...
15,170
0
20
Occupancy
..............
81,262
0
73,136
21
Travel, conferences, and meetings
.......
163,010
0
163,010
22
Printing and publications
..........
1,753
0
1,753
23
Other expenses (attach schedule)
.......
434,961
0
417,499
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,880,184
0
1,884,927
25
Contributions, gifts, grants paid
.......
4,172,623
4,172,623
26
Total expenses and disbursements.
Add lines 24 and 25
6,052,807
0
6,057,550
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
2,182,173
b
Net investment income
(if negative, enter -0-)
1,828,519
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
.............
87,931
333,459
333,459
2
Savings and temporary cash investments
.........
4,348,504
6,279,033
6,279,033
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
500
500
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
..........
267
17,403
17,403
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
4,671,522
4,458,522
4,458,522
14
Land, buildings, and equipment: basis
124,089
Less: accumulated depreciation (attach schedule)
49,908
89,351
74,181
74,181
15
Other assets (describe
)
6,797
16,602
16,602
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
9,204,372
11,179,700
11,179,700
17
Accounts payable and accrued expenses
..........
566,098
359,253
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)
.........
566,098
359,253
Foundations that follow FASB ASC 958, check here
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
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
8,638,274
10,820,447
29
Total net assets or fund balances
(see instructions)
.....
8,638,274
10,820,447
30
Total liabilities and net assets/fund balances
(see instructions)
.
9,204,372
11,179,700
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
8,638,274
2
Enter amount from Part I, line 27a
.....................
2
2,182,173
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
10,820,447
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
10,820,447
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
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
6,320,507
4,587,312
1,733,195
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
1,733,195
b
c
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
1,733,195
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
10,166,596
418,804
24.275308
2017
326,055
93,145
3.500510
2016
841,861
26,793
31.420931
2015
2014
2
Total
of line 1, column (d)
.....................
2
59.196749
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
19.732250
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
5,423,204
5
Multiply line 4 by line 3
......................
5
107,012,017
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
18,285
7
Add lines 5 and 6
........................
7
107,030,302
8
Enter qualifying distributions from Part XII, line 4
,.............
8
6,057,550
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
36,570
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
36,570
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
36,570
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
40,731
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
40,731
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
4,161
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
4,161
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
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)
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.MAYBERG.ORG
14
The books are in care of
TODD SUKOL
Telephone no.
(301) 881-7500
Located at
8401 CONNECTICUT AVE STE 1260
CHEVY CHASE
MD
ZIP+4
20815
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
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
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
LOUIS MAYBERG
PRESIDENT
8.00
0
0
0
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
MANETTE MAYBERG
VICE-PRESIDENT
8.00
0
0
0
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
TODD SUKOL
EXECUTIVE DIRECTOR
40.00
250,000
46,810
0
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
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
SHARON FREUNDEL
MANAGING DIRECTOR, J
40.00
130,000
27,478
0
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
REBECCA WEISMAN
SENIOR COMMUNICATION
40.00
106,000
28,406
0
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
SAMUEL FELD
FOUNDING DIRECTOR, J
40.00
106,000
20,497
0
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
DANA SICHERMAN
DIRECTOR, MYZUZAH
40.00
81,891
15,897
0
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
AMANDA MIZRAHI
MANAGING DIRECTOR
32.00
79,600
7,960
0
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
Total
number of other employees paid over $50,000
...................
1
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
JEWISH ADULT EDUCATION PROJECTS AND THE JEWISH EDUCATIONINNOVATION CHALLENGE, A PROGRAM TO DEVELOP INNOVATIVE MODELS IN JEWISH DAY SCHOOL EDUCATION THROUGH GRANT FUNDING, RESEARCH AND PROVISION OF CONSULTING SERVICES TO SCHOOLS.
1,659,925
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
0
2
0
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
0
b
Average of monthly cash balances
.......................
1b
5,505,791
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
5,505,791
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
5,505,791
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
82,587
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
5,423,204
6
Minimum investment return.
Enter 5% of line 5
..................
6
271,160
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
271,160
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
36,570
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
36,570
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
234,590
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
234,590
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
234,590
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
6,057,550
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
6,057,550
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
6,057,550
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
234,590
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
......
b
From 2015
......
c
From 2016
......
840,745
d
From 2017
......
324,881
e
From 2018
......
10,193,750
f
Total
of lines 3a through e
........
11,359,376
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
6,057,550
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
.....
234,590
e
Remaining amount distributed out of corpus
5,822,960
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
17,182,336
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
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
17,182,336
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
840,745
c
Excess from 2017
....
324,881
d
Excess from 2018
....
10,193,750
e
Excess from 2019
....
5,822,960
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).)
LOUIS MAYBERG
MANETTE MAYBERG
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any 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)
a
Paid during the year
MOMENTUM
6101 EXECUTIVE BLVD
ROCKVILLE
,
MD
20852
PC
SUPPORT PROGRAMMING
1,021,000
AISH HATORAH JERUSALEM
PO BOX 402666
MIAMI BEACH
,
FL
33140
PC
SUPPORT PROGRAMMING
500,500
GEORGE WASHINGTON UNIVERSITY
PO BOX 98131
WASHINGTON
,
DC
20077
PC
SUPPORT PROGRAMMING
500,000
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BLVD SUITE 100
N BETHESDA
,
MD
20852
PC
SUPPORT PROGRAMMING
381,502
YESHIVA OF GREATER WASHINGTON
2010 LINDEN LANE
SILVER SPRING
,
MD
20910
PC
SUPPORT PROGRAMMING
150,400
THE INCUBATOR FOR EMERGING JEWISH INITIATIVES
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
PC
SUPPORT PROGRAMMING
115,000
JEWISHROC
11304 OLD GEORGETOWN RD
ROCKVILLE
,
MD
20852
PC
SUPPORT PROGRAMMING
110,000
JEWISHROC CHESED
11304 OLD GEORGETOWN RD
ROCKVILLE
,
MD
20852
PC
SUPPORT PROGRAMMING
108,000
AIPAC
251 H STREET NW
WASHINGTON
,
DC
20001
PC
SUPPORT PROGRAMMING
75,000
MECHON HADAR
190 AMSTERDAM AVENUE
NEW YORK
,
NY
10023
PC
SUPPORT PROGRAMMING
75,000
JEWISH COMM RELATIONS COUNCIL
6101 EXECUTIVE BLVD SUITE 300
ROCKVILLE
,
MD
20852
PC
SUPPORT PROGRAMMING
50,000
NCSY
11 BROADWAY
NEW YORK
,
NY
10004
PC
SUPPORT PROGRAMMING
50,000
SECURING AMERICAS FUTURE ENERGY
1111 19TH STREET NW SUITE 406
WASHINGTON
,
DC
20036
PC
SUPPORT PROGRAMMING
50,000
THANK ISRAELI SOLDIERS (FUND FOR ISRAEL'S TOMORROW)
PO BOX 644735
PITTSBURGH
,
PA
15264
PC
SUPPORT PROGRAMMING
50,000
WEINBAUM YESHIVA HIGH SCHOOL
7902 MONTOYA CIRCLE
BOCA RATON
,
FL
33433
PC
SUPPORT PROGRAMMING
50,000
INNOVATION AFRICA
520 8TH AVE 15TH FLOOR
NEW YORK
,
NY
10018
PC
SUPPORT PROGRAMMING
41,089
ORTHODOX UNION
11 BROADWAY 1301
NEW YORK
,
NY
10004
PC
SUPPORT PROGRAMMING
40,334
FOUNDATION FOR DEFENSE OF DEMOCRACIES
PO BOX 33249
WASHINGTON
,
DC
20033
PC
SUPPORT PROGRAMMING
36,000
LEKET ISRAEL
PO BOX 2090
TEANECK
,
NJ
07666
PC
SUPPORT PROGRAMMING
30,000
CLARION PROJECT
1717 PENNSYLVANIA AVE SUITE 1025
WASHINGTON
,
DC
20006
PC
SUPPORT PROGRAMMING
25,000
DERECH INC
127 BEVERLEY RD
BROOKLYN
,
NY
11218
PC
SUPPORT PROGRAMMING
25,000
ENDOWMENT FOR MIDDLE EAST TRUTH
PO BOX 66366
WASHINGTON
,
DC
20035
PC
SUPPORT PROGRAMMING
25,000
JERUSALEM U
11110 W OAKLAND PARK BLVD 288
SUNRISE
,
FL
33351
PC
SUPPORT PROGRAMMING
25,000
LEV EXPERIENCE
6309 EXECUTIVE BLVD
ROCKVILLE
,
MD
20852
PC
SUPPORT PROGRAMMING
25,000
MELVIN J BERMAN HEBREW ACADEMY
13300 ARCTIC AVE
ROCKVILLE
,
MD
20853
PC
SUPPORT PROGRAMMING
25,000
PROJECT INSPIRE
915 CLIFTON AVENUE SUITE 7
CLIFTON
,
NJ
07013
PC
SUPPORT PROGRAMMING
25,000
AISH HATORAH OF WASHINGTON DC INC
11418 OLD GEORGETOWN RD
ROCKVILLE
,
MD
20852
PC
SUPPORT PROGRAMMING
18,000
ISRAEL INNOVATION FUND
PO BOX 42421
CINCINNATI
,
OH
45242
PC
SUPPORT PROGRAMMING
18,000
JUVENILE DIABETES RESEARCH FOUNDATION
1400 K STREET NW SUITE 725
WASHINGTON
,
DC
20005
PC
SUPPORT PROGRAMMING
18,000
MESORAH INC
10717 MEADOWHILL RD
SILVER SPRING
,
MD
20901
PC
SUPPORT PROGRAMMING
18,000
SUNFLOWER BAKERY
5951 HALPINE RD
ROCKVILLE
,
MD
20851
PC
SUPPORT PROGRAMMING
18,000
JEWISH SOCIAL SERVICE AGENCY
9900 GEORGIA AVE
SILVER SPRING
,
MD
20902
PC
SUPPORT PROGRAMMING
16,800
MILTON GOTTESMAN JEWISH DAY SCHOOL
6045 16TH STREET NW
WASHINGTON
,
DC
20011
PC
SUPPORT PROGRAMMING
16,500
BREAD FOR THE CITY
1525 7TH STREET NW
WASHINGTON
,
DC
20001
PC
SUPPORT PROGRAMMING
15,000
HOUSE OF RUTH
5 THOMAS CIRCLE NW
WASHINGTON
,
DC
20005
PC
SUPPORT PROGRAMMING
15,000
JEWISH RESOURCE CENTER
450 E LIONSHEAD CIRCLE
VAIL
,
CO
81657
PC
SUPPORT PROGRAMMING
14,300
FUCHS MIZRACHI SCHOOL
22660 SHAKER BLVD
BEACHWOOD
,
OH
44122
PC
SUPPORT PROGRAMMING
13,875
KEREN HACHESSED
10711 HUNTWOOD DRIVE
SILVER SPRING
,
MD
20901
PC
SUPPORT PROGRAMMING
13,500
AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 FIFTH AVENUE 6TH FLOOR
NEW YORK
,
NY
10016
PC
SUPPORT PROGRAMMING
12,520
AKIBA-SCHECHTER JEWISH DAY SCHOOL
5235 S CORNELL AVENUE
CHICAGO
,
IL
60615
PC
SUPPORT PROGRAMMING
12,500
IDC HERZLIYA
PO BOX 167
HERZLIYA
4610101
IS
PC
SUPPORT PROGRAMMING
12,500
JEWISH FEDERATION OF NORTHERN NJ
50 EISENHOWER DRIVE
PARAMUS
,
NJ
07652
PC
SUPPORT PROGRAMMING
12,500
ROHR JEWISH LEARNING INSTITUTE
822 EASTERN PARKWAY SUITE 1
BROOKLYN
,
NY
11213
PC
SUPPORT PROGRAMMING
10,500
AMERICAN JEWISH JOINT DISTR
220 EAST 42ND ST
NEW YORK
,
NY
10017
PC
SUPPORT PROGRAMMING
10,000
CHABAD SHUL OF POTOMAC
11701 GAINSBOROUGH RD
POTOMAC
,
MD
20854
PC
SUPPORT PROGRAMMING
10,000
MARYLAND JEWISH EXPERIENCE
7509 PRINCETON AVE
COLLEGE PARK
,
MD
20740
PC
SUPPORT PROGRAMMING
10,000
OPERATION EMBRACE FOUNDATION
143 ROLLINS AVE SUITE 2011
ROCKVILLE
,
MD
20852
PC
SUPPORT PROGRAMMING
10,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS
254 WEST 54TH STREET 11TH FLOOR
NEW YORK
,
NY
10019
PC
SUPPORT PROGRAMMING
10,000
SHORESH INC
3723 OLD COURT RD SUITE 206
PIKESVILLE
,
MD
21208
PC
SUPPORT PROGRAMMING
10,000
SOLOMON SCHECHTER SCHOOL OF MANHATTAN
805 COLUMBIA AVENUE
NEW YORK
,
NY
10025
PC
SUPPORT PROGRAMMING
9,000
YOUNG ISRAEL OF BAL HARBOUR
9580 ABBOTT AVENUE
SURFSIDE
,
FL
33154
PC
SUPPORT PROGRAMMING
8,500
AYEKA LTD
3616 HENRY HUDSON PKWY APT 2BS
BRONX
,
NY
10463
PC
SUPPORT PROGRAMMING
8,333
INCUBATOR FOR EMERGING JEWISH INITIATIVES INC
8401 CONNECTICUT AVENUE SUITE 1260
CHEVY CHASE
,
MD
20815
PC
IN-KIND CONTRIBUTION OF ADMINISTRATIVE SUPPORT.
7,500
KOBY MANDELL FOUNDATION
366 PEARSALL AVE SUITE 1
CEDARHURST
,
NY
11516
PC
SUPPORT PROGRAMMING
7,500
BICULTURAL HEBREW ACADEMY
2186 HIGH RIDGE ROAD
STAMFORD
,
CT
06903
PC
SUPPORT PROGRAMMING
7,000
ONETABLE
79 MADISON AVE
NEW YORK
,
NY
10016
PC
SUPPORT PROGRAMMING
6,500
EZRAT ISRAEL INC
806 EASTERN PKWY
BROOKLYN
,
NY
11213
PC
SUPPORT PROGRAMMING
6,000
SHALHEVET HIGH SCHOOL
910 SOUTH FAIRFAX AVE
LOS ANGELES
,
CA
90036
PC
SUPPORT PROGRAMMING
6,000
YESHIVAT MEKOR CHAIM
6620 CROSS COUNTRY BLVD
BALTIMORE
,
MD
21215
PC
SUPPORT PROGRAMMING
6,000
FRIENDSHIP CIRCLE
6892 WEST MAPLE RD W
BLOOMFIELD
,
MI
48322
PC
SUPPORT PROGRAMMING
5,180
SULAM
13300 ARCTIC AVE
ROCKVILLE
,
MD
20853
PC
SUPPORT PROGRAMMING
5,180
AKIM JERUSALEM
YAD HARUTSIM ST
JERUSALEM
IS
PC
SUPPORT PROGRAMMING
5,000
ALEF BET MONTESSORI SCHOOL
7300 WHITTIER BLVD
BETHESDA
,
MD
20814
PC
SUPPORT PROGRAMMING
5,000
ALEPH INSTITUTE
543 MAPLE STREET SUITE 1
BROOKLYN
,
NY
11203
PC
SUPPORT PROGRAMMING
5,000
AMERICAN FRIENDS NISHMAT
520 8TH AVE
NEW YORK
,
NY
10018
PC
SUPPORT PROGRAMMING
5,000
AMIT CHILDREN
817 BROADWAY 3RD FL
NEW YORK
,
NY
10003
PC
SUPPORT PROGRAMMING
5,000
HEBREW AT THE CENTER INC
550 COCHITUATE RDSUITE 25
FRAMINGHAM
,
MA
01701
PC
SUPPORT PROGRAMMING
5,000
HEBREW FREE LOAN ASSOC
10421 MOTOR CITY DR 342044
BETHESDA
,
MD
20817
PC
SUPPORT PROGRAMMING
5,000
HONESTREPORTINGCOM
165 EAST 56TH ST 2ND FLOOR
NEW YORK
,
NY
10022
PC
SUPPORT PROGRAMMING
5,000
ISRALIGHT SOUTH FLORIDA
9687 PAVAROTTI TERR 102
BOYNTON BEACH
,
FL
33437
PC
SUPPORT PROGRAMMING
5,000
JEWISH FAMILY CENTER
PO BOX 798
OLNEY
,
MD
20832
PC
SUPPORT PROGRAMMING
5,000
KAHAL
4700 N RAVENSWOOD AVE SUITE B
CHICAGO
,
IL
60640
PC
SUPPORT PROGRAMMING
5,000
NGO MONITOR
10 YAD HARUTZIM ST
JERUSALAM
9342148
IS
PC
SUPPORT PROGRAMMING
5,000
OZER DALIM
1564 41ST STREET
BROOKLYN
,
NY
11218
PC
SUPPORT PROGRAMMING
5,000
SAVE ELIANA
19275 MYSTIC POINTE DR
AVENTURA
,
FL
33180
PC
SUPPORT PROGRAMMING
5,000
TORAS CHAIM
3110 STERLING POINT DR
PORTSMOUTH
,
VA
23703
PC
SUPPORT PROGRAMMING
5,000
UMTTR
1401 ROCKVILLE PIKE SUITE 560
ROCKVILLE
,
MD
20852
PC
SUPPORT PROGRAMMING
5,000
BADER HILLEL HIGH
2315 GOOD HOPE RD
GLENDALE
,
WI
53209
PC
SUPPORT PROGRAMMING
3,625
CHABAD SHUL OF POTOMAC
11701 GAINSBOROUGH RD
POTOMAC
,
MD
20854
PC
SUPPORT PROGRAMMING
3,600
YAKAR FOUNDATION
18 EAST 41ST ST
NEW YORK
,
NY
10017
PC
SUPPORT PROGRAMMING
3,000
AMER FRIENDS OF CHABAD OF THAILAND
80 SHORE ROAD
PORT WASHINGTON
,
NY
11050
PC
SUPPORT PROGRAMMING
2,800
AISH CAMPUS BOSTON
14 EMBASSY RD
BRIGHTON
,
MA
02135
PC
SUPPORT PROGRAMMING
2,500
CHABAD HOUSE OF GREATER BOSTON
491 COMMONWEALTH AVE
BOSTON
,
MA
02215
PC
SUPPORT PROGRAMMING
2,500
CORNELL HILLEL
548 COLLEGE AVE
ITHACA
,
NY
14850
PC
SUPPORT PROGRAMMING
2,500
FRIENDS OF UNITED HATZAL
208 E 51ST ST 303
NEW YORK
,
NY
10022
PC
SUPPORT PROGRAMMING
2,500
GREATER WASHINGTON COMMUNITY KOLLEL
10900 LOCKWOOD DR
SILVER SPRING
,
MD
20901
PC
SUPPORT PROGRAMMING
2,500
KESHER ISRAEL CONGREGATION
2801 NORTH STREET NW
WASHINGTON
,
DC
20007
PC
SUPPORT PROGRAMMING
2,500
MEORDC INC
10605 WOODSDALE DR
SILVER SPRING
,
MD
20901
PC
SUPPORT PROGRAMMING
2,500
MERGING VETS AND PLAYERS
8225 SUNSET BLVD
LOS ANGELES
,
CA
90046
PC
SUPPORT PROGRAMMING
2,500
TORAH SCHOOL OF GREATER WASH
2010 LINDEN LANE
SILVER SPRING
,
MD
20910
PC
SUPPORT PROGRAMMING
2,500
ZEHAYOM
11701 FULHAM ST
SILVER SPRING
,
MD
20902
SUPPORT PROGRAMMING
2,500
KIDS CONNECT
2325 DULLES CORNER BLVD SUITE 600
HERNDON
,
VA
20171
SUPPORT PROGRAMMING
2,000
NAMI
3803 N FAIRFAX DR SUITE 100
ARLINGTON
,
VA
22203
SUPPORT PROGRAMMING
2,000
YAD YEHUDA OF GREATER WASHINGTON
812 HYDE CT
SILVER SPRING
,
MD
20902
SUPPORT PROGRAMMING
1,895
ADVENTURE THEATER
7300 MACARTHUR BLVD
GLEN ECHO
,
MD
20812
SUPPORT PROGRAMMING
1,800
AMERICAN FRIENDS OF HEBREW UNIV
1 BATTERY PLACE
NEW YORK
,
NY
10004
SUPPORT PROGRAMMING
1,800
AMERICAN FRIENDS OF MAGEN DAVID ADOM
PO BOX 96402
WASHINGTON
,
DC
20090
SUPPORT PROGRAMMING
1,800
BNAI JACOB SHAAREI ZION CONGREGATION
6602 PARK HEIGHTS AVE
BALTIMORE
,
MD
21215
SUPPORT PROGRAMMING
1,800
CHABAD ISRAELI CENTER
216 ROLLINS AVE
ROCKVILLE
,
MD
20852
SUPPORT PROGRAMMING
1,800
FEDERATION OF JEWISH COMM
445 PARK AVE 9TH FLOOR
NEW YORK
,
NY
10022
SUPPORT PROGRAMMING
1,800
GESHER FOUNDATION USA
511 6TH AVENUE SUITE 444
NEW YORK
,
NY
10011
SUPPORT PROGRAMMING
1,800
GOLDEN NETWORK
PO BOX 10995
SILVER SPRING
,
MD
20914
SUPPORT PROGRAMMING
1,800
JEWISH WAR VETERANS POST 360
610 WINONA CT
SILVER SPRING
,
MD
20902
SUPPORT PROGRAMMING
1,800
MACCABI USA SPORTS
1511 WALNUT ST SUITE 401
PHILADELPHIA
,
PA
19102
SUPPORT PROGRAMMING
1,800
SALVATION ARMY WAFF
2626 PENNSYLVANIA AVE NW
WASHINGTON
,
DC
20037
SUPPORT PROGRAMMING
1,800
SHIDDUCH CENTER OF BALTIMORE
5906 KEY AVENUE
BALTIMORE
,
MD
21215
SUPPORT PROGRAMMING
1,800
YALDEI SHLUCHEI HAREBBE
353 KINGSTON AVE SUITE 302
BROOKLYN
,
NY
11213
SUPPORT PROGRAMMING
1,800
YESHIVAS CHASAN SOFER
1876 50TH STREET
BROOKLYN
,
NY
11204
SUPPORT PROGRAMMING
1,800
MIKVAH EMUNAH SOCIETY
PO BOX 1714
SILVER SPRING
,
MD
20915
SUPPORT PROGRAMMING
1,500
KEMP MILL SYNAGOGUE
11910 KEMP MILL RD
SILVER SPRING
,
MD
20902
SUPPORT PROGRAMMING
1,250
CHABAD OF DOWNTOWN
407 SOUTH HIGH ST
BALTIMORE
,
MD
21202
SUPPORT PROGRAMMING
1,080
KFAR YELADIM
PO BOX 297-233
BROOKLYN
,
NY
11229
SUPPORT PROGRAMMING
1,080
TORAH LINKS
425 ELEVENTH ST
LAKEWOOD
,
NJ
08701
SUPPORT PROGRAMMING
1,080
BOY SCOUTS OF AMER NATL CAP AREA
9190 ROCKVILLE PIKE
BETHESDA
,
MD
20814
SUPPORT PROGRAMMING
1,000
FRIENDS OF YEMIN ORDE
4340 EAST WEST HWY 202
BETHESDA
,
MD
20814
SUPPORT PROGRAMMING
1,000
KOLLEL TORAS ZERAIM
960 46TH STREET
BROOKLYN
,
NY
11219
SUPPORT PROGRAMMING
1,000
LEO J BERNSTEIN JEWISH ACADEMY
1401 ARCOLA AVE
SILVER SPRING
,
MD
20902
SUPPORT PROGRAMMING
1,000
YEHUDA MOND FOUNDATION
812 HYDE COURT
SILVER SPRING
,
MD
20902
SUPPORT PROGRAMMING
1,000
AMERICAN LUNG ASSN
55 W WACKER DR STE 1150
CHICAGO
,
IL
60601
SUPPORT PROGRAMMING
500
CAMP RAMAH
3080 BROADWAY
NEW YORK
,
NY
10027
SUPPORT PROGRAMMING
500
KENSINGTON VFD
10620 CONNECTICUT AVE
KENSINGTON
,
MD
20895
SUPPORT PROGRAMMING
500
KOL HANEARIM
1441 BROADWAY FLOOR 3
NEW YORK
,
NY
10018
SUPPORT PROGRAMMING
500
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE SUITE 1501
NEW YORK
,
NY
10017
SUPPORT PROGRAMMING
500
TEMPLE ISAIAH
12200 SCAGGSVILLE RD
FULTON
,
MD
20759
SUPPORT PROGRAMMING
500
THE LEGION
333 7TH AVE 10TH FLOOR
NEW YORK
,
NY
10001
SUPPORT PROGRAMMING
500
CROHNS AND COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510
NEW YORK
,
NY
10017
SUPPORT PROGRAMMING
360
ALGENMEINER INC
208 E 51ST ST SUITE 185
NEW YORK
,
NY
10022
SUPPORT PROGRAMMING
180
AMERICAN FRIENDS OF RAMBAM
420 LEXINGTON AVE
NEW YORK
,
NY
10170
SUPPORT PROGRAMMING
180
CHABAD OF POWAY
16934 CHABAD WAY
POWAY
,
CA
92064
SUPPORT PROGRAMMING
180
CHAI LIFELINE
151 WEST 30TH STREET
NEW YORK
,
NY
10001
SUPPORT PROGRAMMING
180
HELP BATYA LEARN IN ISRAEL
855 JEFFERSON AVENUE PO BOX 1329
REDWOOD CITY
,
CA
94063
SUPPORT PROGRAMMING
180
JEWISH ORTHODOX FEMINIST ALLIANCE INC
205 E 42ND ST 20TH FLOOR
NEW YORK
,
NY
10017
SUPPORT PROGRAMMING
180
SADDLE ROCK MINYAN
115 GREEN LEAF HILL
GREAT NECK
,
NY
11023
SUPPORT PROGRAMMING
180
TEAM LIFELINE
151 WEST 30TH ST
NEW YORK
,
NY
10001
SUPPORT PROGRAMMING
180
SILVER SPRING ERUV ASSOCIATION
1132 ARCOLA AVE
SILVER SPRING
,
MD
20902
SUPPORT PROGRAMMING
100
STRELITZ INTERNATIONAL ACADEMY
5000 CORPORATE WOODS DR STE 180
VIRGNIA BEACH
,
VA
23462
SUPPORT PROGRAMMING
100
Total
.................................
3a
4,172,623
b
Approved for future payment
Total
.................................
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.)
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
...........
4
Dividends and interest from securities
....
14
95,533
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
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
95,533
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
95,533
(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.)
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