-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE ANNETTE M LERNER AND THEODORE N
LERNER FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
2000 TOWER OAKS BLVD EIGHTH FLOOR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKVILLE
,
MD
208524208
A Employer identification number
52-1528436
B
Telephone number (see instructions)
(301) 284-6000
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)
$
1,376,108
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)
4,000,000
2
Check
.............
3
Interest on savings and temporary cash investments
14,643
14,643
4
Dividends and interest from securities
...
1,381
1,381
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
7,283
b
Gross sales price for all assets on line 6a
7,283
7
Capital gain net income (from Part IV, line 2)
...
7,283
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
........
4,023,307
23,307
13
Compensation of officers, directors, trustees, etc.
11,603
0
11,603
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
11,603
0
11,603
25
Contributions, gifts, grants paid
.......
3,246,430
3,246,430
26
Total expenses and disbursements.
Add lines 24 and 25
3,258,033
0
3,258,033
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
765,274
b
Net investment income
(if negative, enter -0-)
23,307
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
.............
173,733
864,922
864,922
2
Savings and temporary cash investments
.........
3
Accounts receivable
25,000
Less: allowance for doubtful accounts
25,000
25,000
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
186,177
186,177
186,177
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)
..........
250,924
300,009
300,009
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
610,834
1,376,108
1,376,108
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
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
........
610,834
1,376,108
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
610,834
1,376,108
30
Total liabilities and net assets/fund balances
(see instructions)
.
610,834
1,376,108
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
610,834
2
Enter amount from Part I, line 27a
.....................
2
765,274
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,376,108
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
1,376,108
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 GAINS DIVIDENDS
P
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
7,283
7,283
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
7,283
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
7,283
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
3,101,485
918,161
3.377932
2017
1,812,721
1,650,607
1.098215
2016
1,979,681
576,652
3.433060
2015
2,062,966
447,145
4.613640
2014
1,678,724
636,765
2.636332
2
Total
of line 1, column (d)
.....................
2
15.159179
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
3.031836
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
766,118
5
Multiply line 4 by line 3
......................
5
2,322,744
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
233
7
Add lines 5 and 6
........................
7
2,322,977
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,258,033
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
233
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
233
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
233
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
4,949
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
4,949
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
4,716
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
4,716
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
N/A
14
The books are in care of
THE FOUNDATION
Telephone no.
(301) 284-6000
Located at
2000 TOWER OAKS BLVD EIGHTH FLOOR
ROCKVILLE
MD
ZIP+4
20852
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
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
MARLA L TANENBAUM
PRESIDENT & DIRECTOR
8.00
0
0
0
2000 TOWER OAKS BOULEVARD EIGHTH
FLOOR
ROCKVILLE
,
MD
20852
MARK D LERNER
V. PRES. & DIRECTOR
2.00
0
0
0
2000 TOWER OAKS BOULEVARD EIGHTH
FLOOR
ROCKVILLE
,
MD
20852
DEBRA L COHEN
SEC. & DIRECTOR
2.00
0
0
0
2000 TOWER OAKS BOULEVARD EIGHTH
FLOOR
ROCKVILLE
,
MD
20852
ANNETTE M LERNER
TREAS. & DIRECTOR
1.00
0
0
0
2000 TOWER OAKS BOULEVARD EIGHTH
FLOOR
ROCKVILLE
,
MD
20852
THEODORE N LERNER
DIRECTOR
1.00
11,603
0
0
2000 TOWER OAKS BOULEVARD EIGHTH
FLOOR
ROCKVILLE
,
MD
20852
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
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
N/A
0
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
0
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
312,441
c
Fair market value of all other assets (see instructions)
................
1c
465,344
d
Total
(add lines 1a, b, and c)
.........................
1d
777,785
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
777,785
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
11,667
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
766,118
6
Minimum investment return.
Enter 5% of line 5
..................
6
38,306
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
38,306
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
233
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
233
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
38,073
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
38,073
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
38,073
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
3,258,033
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
3,258,033
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
233
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,257,800
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
38,073
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
......
1,646,944
b
From 2015
......
2,040,609
c
From 2016
......
1,950,910
d
From 2017
......
1,730,445
e
From 2018
......
3,055,875
f
Total
of lines 3a through e
........
10,424,783
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,258,033
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
.....
38,073
e
Remaining amount distributed out of corpus
3,219,960
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
13,644,743
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)
...
1,646,944
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
11,997,799
10
Analysis of line 9:
a
Excess from 2015
....
2,040,609
b
Excess from 2016
....
1,950,910
c
Excess from 2017
....
1,730,445
d
Excess from 2018
....
3,055,875
e
Excess from 2019
....
3,219,960
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).)
ANNETTE M LERNER
THEODORE N LERNER
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
ALS ASSOCIATION DCMDVA CHAPTERTHE
30 W GUDE DRIVE SUITE 150
ROCKVILLE
,
MD
20850
NONE
PC
ANNUAL CONTRIBUTION & 2019 DC DINE TO DEFEAT ALS - TREAT AND CURE ALS THROUGH RESEARCH & ADVOCACY
110,000
ALZHEIMER'S ASSOCIATION (NATIONAL CAPITAL AREA CHAPTER)
8180 GREENSBORO DR SUITE 400
MCLEAN
,
VA
22102
NONE
PC
2019 BRAIN BALL EVENT - SUPPORT ALZHEIMER CARE AND RESEARCH
5,000
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVENUE NW
WASHINGTON
,
DC
20016
NONE
PC
SUPPORT AU MUSEUM
25,000
ANTI DEFAMATION LEAGUE
605 THIRD AVENUE
NEW YORK
,
NY
10158
NONE
PC
SUPPORT ADL IN CONCERT AGAINST HATE
24,250
BOYS & GIRLS CLUBS OF GREATER WASHINGTON
4103 BEENNING ROAD NE
WASHINGTON
,
DC
20019
NONE
PC
15TH ANNUAL YOUTH IN REAL ESTATE LUNCHEON - HELP YOUTH OF ALL BACKGROUND BUILD CONFIDENCE & PREPARE FOR THE FUTURE
5,250
CAL RIPKEN SR FOUNDATION
1427 CLARKVIEW ROAD SUITE 100
BALTIMORE
,
MD
21209
NONE
PC
9TH ANNUAL CAL RIPKEN, SR. FOUNDATION GOLF CLASSIC- SUPPORT AT-RISK YOUTH THROUGH SPORTS-THEMED PROGRAMS
1,757
CASA OF BALTIMORE COUNTY INC
305 W CHESAPEAKE AVE SUITE 117
TOWSON
,
MD
21204
NONE
PC
2019 FALL GALA SPONSORSHIP - SUPPORT ABUSED AND NEGLECTED FOSTER CHILDREN
5,000
CATALOG FOR GIVING INC (NEW NAME SPARKYOUTH NYC)
444 MADISON AVENUE 6TH FLOOR
NEW YORK
,
NY
10022
NONE
PC
2019 AWARDS BENEFIT - FUND & SUPPORT PROGRAMS THAT ASSIST UNDERSERVED YOUTH IN NYC
5,000
CHABAD HOUSE BOWERY
353 BOWERY 2ND FLOOR
NEW YORK
,
NY
10003
NONE
PC
INSPIRE JEWISH YOUTH FOR A BRIGHT PERSONAL & COMMUNAL FUTURE
25,000
CHARLES E SMITH JEWISH DAY SCHOOL
1901 EAST JEFFERSON STREET
ROCKVILLE
,
MD
20852
NONE
PC
MA'AYAN 2019 CAMPAIGN & GENERAL ENDOWMENT- PROVIDE ACADEMIC SUPPORT THROUGH TUITION ASSISTANCE
75,000
CHILDREN'S HOSPITAL FOUNDATION
801 ROEDER ROAD SUITE 300
SILVER SPRING
,
MD
20910
NONE
PC
EVENTS: DANCING AFTER DARK/FUND FOR EVERY CHILD - FIND CURES FOR CHILDHOOD DISEASES
15,000
CIA OFFICERS MEMORIAL FOUNDATION
PO BOX 405
HERNDON
,
VA
20172
NONE
PC
PROVIDE ASSISTANCE TO FAMILIES OF CIA OFFICERS WHO ARE KILLED IN LINE OF DUTY
5,000
DC COLLEGE ACCESS PROGRAM
1425 K STREET NW SUITE 200
WASHINGTON
,
DC
20005
NONE
PC
11TH ANNUAL DC CAPITAL STARS - PROVIDE MENTORING, TRANINING & SCHOLARSHIPS TO DC FAMILIES
10,000
EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
1529 16TH STREET NW
WASHINGTON
,
DC
20036
NONE
PC
AROUND TOWN SPRING GALA & CAPITAL CAMPAIGN - RENOVATION OF PRINCIPAL BUILDING & EXPLORE NEW PROGRAMS
107,500
ELLA'S KIDS INC
610 RHODE ISLAND AVE NE
WASHINGTON
,
DC
20002
NONE
PC
HELP UNDERSERVED FAMILIIES IN THE DC METROPOLITAN AREA
2,500
EXCEPTIONAL MINDS
13400 RIVERSIDE DRIVE SUITE 211
SHERMAN OAKS
,
CA
91423
NONE
PC
PROVIDE YOUNG ADULTS WITH AUTISM WITH TRAINING IN THE FIELD OF MULTI-MEDIA
5,000
FIGHT FOR CHILDREN
1029 VERMONT AVENUE NW SUITE 300
WASHINGTON
,
DC
20005
NONE
PC
FIGHT NIGHT 2019 -ENSURE LOW-INCOME CHILDREN IN WASHINGTON DC RECEIVE EQUAL OPPORTUNITIES IN EDUCATION
10,500
FRIENDSHIP CIRCLE
11621 SEVEN LOCKS ROADS
POTOMAC
,
MD
20854
NONE
PC
HELPING CHILDREN WITH SPECIAL NEEDS IN WASHINGTON DC AREA
7,500
GEORGE WASHINGTON UNIVERSITY - HILLEL
2300 H STREET NW
WASHINGTON
,
DC
20037
NONE
PC
STRENGTHEN JEWISH LIFE FOR JEWISH UNDERGRADUATE AND GRADUATE STUDENTS ON CAMPUS
10,000
GEORGE WASHINGTON UNIVERSITY- HILLEL BUILDING FUND
2033 K STREET NW STE 310
WASHINGTON
,
DC
20052
NONE
PC
HILLEL BUILDING FUND CAPITAL CAMPAIGN
625,000
GEORGE WASHINGTON UNIVERSITY
2121 I STREET NE SUITE 701
WASHINGTON
,
DC
20052
NONE
PC
CONTRIBUTIONS TO SMHS DEANS DISCOVERY FUND/DEAN BLAKE D. MORANT SCHOLARSHIP FUND
120,000
GEORGETOWN DAY SCHOOL
4200 DAVENPORT STREET NW
WASHINGTON
,
DC
20016
NONE
PC
ONE CAMPUS ONE MISSION CAMPAIGN - EXPANDING EDUCATIONAL PROGRAMS
100,000
GEORGETOWN UNIVERSITY- LAW CENTER
2115 WISCONSIN AVE NW SUITE 500
WASHINGTON
,
DC
20007
NONE
PC
ESTABLISH LERNER FAMILY ENDOWED OPPORTUNITY SCHOLARSHIP FUND AT GEORGETOWN UNIVERSITY
400,000
HABITAT FOR HUMANITY OF WASHINGTON DC
2115 WARD CT NW STE 100
WASHINGTON
,
DC
20037
NONE
PC
30TH ANNIVERSARY CAMPAIGN - PROVIDING AFFORDABLE HOUSING FOR STRUGGLING FAMILIES IN THE NATION'S CAPITAL
8,740
HOLE IN THE WALL GANG CAMP THE
555 LONG WHARF DRIVE
NEW HAVEN
,
CT
06511
NONE
PC
PROVIDE SUPPORT & PROGRAMS TO SERIOUSLY ILL CHILDREN AND THRIE FAMILIES
1,000
HORTON'S KIDS
400 VIRGINIA AVE SW SUITE C-130
WASHINGTON
,
DC
20024
NONE
PC
SUPPORT AT-RISK CHILDREN IN DC AREA TO GRADUATE FROM HIGH SCHOOL AND READY FOR SUCCESS IN COLLEGE
7,500
HUMAN RIGHTS FIRST
805 15TH STREET NW SUITE 900
WASHINGTON
,
DC
20005
NONE
PC
FIGHT FOR THE AWARENESS OF THE RISE OF ANTISEMITISM IN EUROPE & COMBAT IT
10,000
IMAGINATION STAGE
4908 AUBURN AVENUE
BETHESDA
,
MD
20814
NONE
PC
2019 ANNUAL GALA-40TH ANNIVERSARY - SUPPORT ARTS EDUCATION PROGRAMS TO CHILDREN
39,000
JACKSON HEALTH FOUNDATION
1500 NW 12TH AVE SUITE 1117E
MIAMI
,
FL
33136
NONE
PC
SUPPORT JACKSON MEMORIAL HOSPITAL TO PROVIDE MEDICAL CARE TO THE UNDERSERVED COMMUNITY
500
JEWISH FEDERATION OF GREATER WASHINGTON
6101 EXECUTIVE BLVD
NORTH BETHESDA
,
MD
20852
NONE
PC
SUPPORT JEWISH FEDERATION PROGRAMS
250,333
JEWISH FEDERATION OF PALM SPRINGS & DESERT AREA
69-710 HIGHWAY 111 SUITE 204
RANCHO MIRAGE
,
CA
92270
NONE
PC
SUPPORT JEWISH COMMUNITY LOCALLY, OVERSEAS & IN ISRAEL
6,100
JEWISH NATIONAL FUND
42 EAST 69TH ST
NEW YORK
,
NY
10021
NONE
PC
FUND TO IMPROVE THE QUALITY OF LIFE FOR ALL ISRAELIS AND DEVELOP ISRAEL FOR THE NEXT GENERATION
10,000
JOHNS HOPKINS UNIVERSITY
401 NORTH BROADWAY SUITE 1100
BALTIMORE
,
MD
21231
NONE
PC
SUPPORT THE KIMMEL CANCER CENTER - THE LERNER FAMILY PALLIATIVE CARE FELLOWSHIP
700,000
JUVENILE DIABETES RESEARCH FOUNDATION (JDRF)
1400 K STREET NW SUITE 725
WASHINGTON
,
DC
20005
NONE
PC
2019 REAL ESTATE GAMES - FUNDING DIABETES RESEARCH
20,000
LEUKEMIA & LYMPHOMA SOCIETY THE
3601 EISENHOWER AVENUE SUITE 450
ALEXANDRIA
,
VA
22304
NONE
PC
SUPPORT TO CURE LEUKEMIA, LYMPHOMA AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS & THEIR FAMILIES
1,500
LITTLE FOLKS SCHOOL
3247 Q STREET NW
WASHINGTON
,
DC
20007
NONE
PC
ANNUAL FUND FOR THE 47TH ANNIVERSARY CELEBRATION
5,000
MICHAEL MOSIER DEFEAT DIPG FOUNDATION
PO BOX 34277
BETHESDA
,
MD
20827
NONE
PC
3RD ANNUAL DEFEAT DIPG SUPERHERO SPRINT & 6K - HELP FIGHT AGAINST DIPG BRAIN TUMOR
2,000
MOST VALUABLE KIDS
1725 DESALES STREET NW SUITE 600
WASHINGTON
,
DC
20036
NONE
PC
MOTIVATE AND INSPIRE AT-RISK KIDS BY PROVIDING FREE TICKETS TO LIVE SPORTS AND CULTURAL EVENTS
4,000
MUSEUM OF LANGUAGE ARTS (THE) INC
1300 I STREET SUITE 400E
WASHINGTON
,
DC
20005
NONE
PC
SUPPORT "PLANET WORD" EXHIBIT IN THE MUSEUM
25,000
N STREET VILLAGE
1333 N STREET NW
WASHINGTON
,
DC
20005
NONE
PC
ANNUAL GALA & AUCTION - HELP HOMELESS AND LOW-INCOME WOMEN IN WASHINGTON DC
2,000
NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN
330 JOHN CARLYLE STREET
ALEXANDRIA
,
VA
22314
NONE
PC
HOPE AWARDS - HELP FIND MISSING CHILDREN & REDUCE CHILD SEXUAL EXPLOITATION
12,500
NATIONAL CHILDREN'S MUSEUM
112 WATERFRONT ST NATIONAL HARBOR
WASHINGTON
,
DC
20745
NONE
PC
SPONSORSHIP OF TWO BASEBALL-CENTRIC EXPERIENCES WITHIN THE ENGINEERING GAMES + PLAY EXHIBIT
100,000
NATIONAL JEWISH HEALTH
1400 JACKSON ST
DENVER
,
CO
80206
NONE
PC
2019 REAL ESTATE WINTER'S EVENING GALA - PROVIDING LIFE-SAVING CARE FOR PEOPLE WITH LUNG, HEART & IMMUNE RELATED DISEASES
25,000
PALM SPRINGS ART MUSEUM
PO BOX 2310 101 N MUSEUM DRIVE
PALM SPRINGS
,
CA
92263
NONE
PC
CONTRIBUTION TO VARIOUS EVENTS-PROVIDE SUPPORT FOR ART EDUCATION
9,400
PARK AVENUE SYNAGOGUE
50 EAST 87TH STREET
NEW YORK
,
NY
10128
NONE
PC
CONTRIBUTION TO THE SYNAGOGUE
18,000
SEEDS OF PEACE
370 LEXINGTON AVENUE SUITE 1201
NEW YORK
,
NY
10017
NONE
PC
GATHER PROGRAM AND 2019 SPRING BENEFIT DINNER - PROVIDE YOUTH IN CONFLICT AREAS THE OPPORTUNITY TO UNITE & BUILD LIFE VALUES
27,000
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO ROAD NW
WASHINGTON
,
DC
20016
NONE
PC
18TH CELEBRATION OF HOPE AND PROGRESS GALA - DESIGNATED TO PEDIATRIC RADIATION ONCOLOGY
10,000
SIXTH & I SYNAGOGUE INC
600 I STREET NW
WASHINGTON
,
DC
20001
NONE
PC
SUPPORT NOT YOUR BUBBE'S SISTERHOOD" PROGRAM AND ILYSE 2019 BOARD CONTRIBUTION
35,000
SPECIAL OLYMPICS INC
1133 19TH STREET NW
WASHINGTON
,
DC
20036
NONE
PC
PROVIDE YEAR ROUND SPORTS TRAINING AND COMPETITION TO PERSONS WITH DISABLILITIES
20,000
STUDENT LEADERSHIP NETWORK
322 EIGHTH AVENUE 4TH FLOOR
NEW YORK
,
NY
10001
NONE
PC
13TH ANNUAL (EM)POWER BREAKFAST - SUPPORT LOW-INCOME YOUTH TO ACHIEVE THEIR HIGHEST EDUCATIONAL POTENTIAL
5,000
SUBURBAN HOSPITAL FUNDATION
8600 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
NONE
PC
SUPPORT PATIENT CARE AT SUBURBAN HOSPITAL
25,000
SUNFLOWER BAKERY
8507 ZIGGY LANE
GAITHERSBURG
,
MD
20877
NONE
PC
APPRECIATION AND GRADUATION EVENT - PROVIDE ON-THE-JOB TRAINING TO YOUNG ADULTS WITH LEARNING DIFFERENCES
3,000
THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SW
WASHINGTON
,
DC
20024
NONE
PC
SUPPORT MUSEUM PROGRAMS
15,000
TZEDEK DC
4340 CONNECTICUT AVE NW SUITE 319
WASHINGTON
,
DC
20008
NONE
PC
2019 EAT WELL, DO JUSTICE EVENT - SUPPORT LOW-INCOME DC HOUSEHOLDS FACING DEBT-RELATED CRISES
3,600
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300
PHILADELPHIA
,
PA
19104
NONE
PC
SUPPORT BASSER JEAN BASH EVENT FUND
25,000
WASHINGTON NATIONALS DREAM FOUNDATION
1500 SOUTH CAPITOL STREET SE
WASHINGTON
,
DC
20003
NONE
PC
2019 DREAM GALA - PROVIDE A WORLD OF OPPORTUNITY FOR AREA YOUTH USING THE POWER OF BASEBALL
46,000
WASHINGTON NATIONAL'S YOUTH BASEBALL ACADEMY
3675 ELY PLACE SE
WASHINGTON
,
DC
20019
NONE
PC
SUPPORT YOUTH BASEBALL AND SOFTBALL PROGRAMS TO AT RISK WASHINGTON DC YOUTH
65,000
YOUTH LEADERSHIP FOUNDATION INC
5034 WISCONSIN AVE NW SUITE 250
WASHINGTON
,
DC
20016
NONE
PC
BUILDS CHARACTER AND SUPPORT THE PURSUIT OF ACADEMIC EXCELLENCE FOR THE YOUTH IN DC-MD-VA AREA
10,000
Total
.................................
3a
3,246,430
b
Approved for future payment
JEWISH FEDERATION OF GREATER WASHINGTON- ANNUAL CAMPAIGN
6101 EXECUTIVE BLVD
NORTH BETHESDA
,
MD
20852
NONE
PC
SUPPORT JEWISH FEDERATION PROGRAMS THAT STRIVE TO CREATE PURPOSEFUL JEWISH COMMUNITIES IN THE D.C. AREA
133,334
JOHNS HOPKINS UNIVERSITY WILMER EYE INSTITUTE
600 N WOLFE ST
BALTIMORE
,
MD
21287
NONE
PC
TWO YEAR SPONSORSHIP TO THE INSTITUTE
50,000
NATIONAL CHILDREN'S MUSEUM
112 WATERFRONT ST NATIONAL HARBOR
WASHINGTON
,
DC
20745
NONE
PC
SPONSORSHIP OF TWO BASEBALL-CENTRIC EXPERIENCES WITHIN THE ENGINEERING GAMES + PLAY EXHIBIT
100,000
SEEDS OF PEACE
370 LEXINGTON AVENUE SUITE 1201
NEW YORK
,
NY
10017
NONE
PC
SUPPORT GATHER PROGRAM - PROVIDE FELLOWSHIP TO YOUTH IN CONFLICT AREAS THE OPPORTUNITY TO UNITE & BUILD LIFE VALUES
80,000
Total
.................................
3b
363,334
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
14,643
4
Dividends and interest from securities
....
14
1,381
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
............
14
7,283
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
23,307
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
23,307
(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