-
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 ROBERT P AND ARLENE R KOGOD FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
2345 CRYSTAL DRIVE NO 1101
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON
,
VA
22202
A Employer identification number
54-1813660
B
Telephone number (see instructions)
(703) 769-1023
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)
$
32,067
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)
676,394
2
Check
.............
3
Interest on savings and temporary cash investments
80
80
4
Dividends and interest from securities
...
12,399
12,399
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
8,716,952
b
Gross sales price for all assets on line 6a
9,353,150
7
Capital gain net income (from Part IV, line 2)
...
8,716,952
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
........
9,405,825
8,729,431
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
8,600
4,300
4,300
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
79,913
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
412
282
128
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
88,925
4,582
4,428
25
Contributions, gifts, grants paid
.......
9,417,600
9,417,600
26
Total expenses and disbursements.
Add lines 24 and 25
9,506,525
4,582
9,422,028
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-100,700
b
Net investment income
(if negative, enter -0-)
8,724,849
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
122,963
32,067
32,067
3
Accounts receivable
Less: allowance for doubtful accounts
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)
.......
9,804
0
0
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)
..........
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)
132,767
32,067
32,067
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
........
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
132,767
32,067
29
Total net assets or fund balances
(see instructions)
.....
132,767
32,067
30
Total liabilities and net assets/fund balances
(see instructions)
.
132,767
32,067
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
132,767
2
Enter amount from Part I, line 27a
.....................
2
-100,700
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
32,067
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
32,067
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
9,353,150
636,198
8,716,952
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
8,716,952
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
8,716,952
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
11,151,097
3,548,751
3.142260
2017
10,488,217
5,349,318
1.960664
2016
9,116,309
12,157,990
0.749820
2015
8,250,134
19,297,027
0.427534
2014
7,077,473
22,915,789
0.308847
2
Total
of line 1, column (d)
.....................
2
6.589125
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
1.317825
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
861,203
5
Multiply line 4 by line 3
......................
5
1,134,915
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
87,248
7
Add lines 5 and 6
........................
7
1,222,163
8
Enter qualifying distributions from Part XII, line 4
,.............
8
9,422,028
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
87,248
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
87,248
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
87,248
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
79,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
79,000
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
8,248
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
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)
VA
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
MENACHEM GOTTLIEB
Telephone no.
(703) 769-1023
Located at
2345 CRYSTAL DRIVE ARLINGTON VA
ARLINGTON
VA
ZIP+4
22202
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
ROBERT P KOGOD
PRESIDENT/DIRECTOR
10.00
0
0
0
2345 CRYSTAL DRIVE STE 1101
ARLINGTON
,
VA
22202
ARLENE R KOGOD
SECRETARY/DIRECTOR
1.00
0
0
0
2345 CRYSTAL DRIVE STE 1101
ARLINGTON
,
VA
22202
MENACHEM GOTTLIEB
VP/TREASURER
1.00
0
0
0
2345 CRYSTAL DRIVE STE 1101
ARLINGTON
,
VA
22202
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
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
352,636
b
Average of monthly cash balances
.......................
1b
521,682
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
874,318
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
874,318
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
13,115
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
861,203
6
Minimum investment return.
Enter 5% of line 5
..................
6
43,060
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
43,060
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
87,248
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
87,248
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
0
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
0
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
0
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
9,422,028
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
9,422,028
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
87,248
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
9,334,780
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
0
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
......
5,951,688
b
From 2015
......
7,328,665
c
From 2016
......
8,522,355
d
From 2017
......
10,256,831
e
From 2018
......
11,163,937
f
Total
of lines 3a through e
........
43,223,476
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
9,422,028
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
.....
0
e
Remaining amount distributed out of corpus
9,422,028
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
52,645,504
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)
...
5,951,688
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
46,693,816
10
Analysis of line 9:
a
Excess from 2015
....
7,328,665
b
Excess from 2016
....
8,522,355
c
Excess from 2017
....
10,256,831
d
Excess from 2018
....
11,163,937
e
Excess from 2019
....
9,422,028
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).)
ROBERT P KOGOD
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
A WIDER CIRCLE
4808 MOORLAND LANE 802
BETHESDA
,
MD
20814
PC
DONATION
5,000
ABBE MUSEUM
PO BOX 286
BAR HARBOR
,
ME
04609
PC
DONATION
1,000
ACADIA FAMILY CENTER
1 FERNALD POINT ROAD PO BOX 807
SOUTHEAST HARBOR
,
ME
04679
PC
DONATION
500
ACTIVE MINDS INC
2001 S ST NW SUITE 450
WASHINGTON
,
DC
20009
PC
DONATION
500
ADAS ISRAEL CONGREGATION
2850 QUEBEC ST NW
WASHINGTON
,
DC
200085296
PC
DONATION
2,000
ALEF BET MONTESSORI SCHOOL
11418 OLD GEORGETOWN RD
N BETHESDA
,
MD
20852
PC
DONATION
50,000
ALEPH SOCIETY INC
25 W 45TH ST SUITE 1405
NEW YORK
,
NY
10036
PC
DONATION
500
AMERICAN COMMITTEE FOR WIEZMANN INSTITUTE OF SCIENCE
7201 WISCONSIN AVE SUITE 730
BETHESDA
,
MD
20814
PC
DONATION
5,000
AMERICAN ENTERPRISE INSTITUTE
1150 17TH ST NW
WASHINGTON
,
DC
20036
PC
DONATION
10,000
AMERICAN FRIENDS OF BEIT HATFUTSOT
633 THIRD AVENUE 21ST FLOOR
NEW YORK
,
NY
10017
PC
DONATION
5,000
AMERICAN FRIENDS OF HEBREW UNIVERSITY
5100 WISCONSIN AVENUE NW SUITE 250
WASHINGTON
,
DC
20016
PC
DONATION
10,000
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
500 FIFTH AVE SUITE 2450
NEW YORK
,
NY
10110
PC
DONATION
25,000
AMERICAN HEART ASSOCIATION
GREATER WASHINGTON REGION 4301 N
FAIRFAX DR SUITE 530
ARLINGTON
,
VA
22203
PC
DONATION
2,000
AMERICAN JEWISH COMMITTEE
THE JACOB BLAUSTEIN BLDG 165 E 56TH
ST 618
NEW YORK
,
NY
10022
PC
DONATION
30,000
AMERICAN UNIVERSITY HILLEL
4400 MASSACHUSETTS AVENUE NW
WASHINGTON
,
DC
20016
PC
DONATION
2,500
AMERICAN UNIVERSITY
PO BOX 17539
BALTIMORE
,
MD
21297
PC
DONATION
7,500
AMERICANS FOR THE ARTS
1000 VERMONT AVE NW 6TH FLOOR
WASHINGTON
,
DC
20005
PC
DONATION
3,000
ANTI-DEFAMATION LEAGUE
1100 CONNECTICUT AVE NW 1020
WASHINGTON
,
DC
20036
PC
DONATION
10,000
ARENA STAGE
1101 6TH STREET NW
WASHINGTON
,
DC
20024
PC
DONATION
525,000
ATLAS PERFORMING ARTS CENTER
1333 H STREET NE
WASHINGTON
,
DC
20002
PC
DONATION
5,000
BANK STREET SCHOOL FOR CHILDREN
610 WEST 112TH ST
NEW YORK
,
NY
10025
PC
DONATION
1,000
BETH SHALOM CONGREGATION
11825 SEVEN LOCKS RD
POTOMAC
,
MD
20854
PC
DONATION
1,000
BIRTHRIGHT ISRAEL FOUNDATION
521 FIFTH AVENUE
NEW YORK
,
NY
10175
PC
DONATION
25,000
B'NAI B'RITH INTERNATIONAL
2020 K STREET NW 7TH FL
WASHINGTON
,
DC
20006
PC
DONATION
5,000
BOWEN-MCCAULEY DANCE
2016 N WOODSTOCK ST
ARLINGTON
,
VA
22207
PC
DONATION
1,000
BOYS AND GIRLS CLUB OF GREATER WASHINGTON
8380 COLESVILLE RD SUITE 600
SILVER SPRING
,
MD
20910
PC
DONATION
500
BRAIN & BEHAVIOR RESEARCH FOUNDATION (B & BR)
90 PARK AVENUE 16TH FLOOR
NEW YORK
,
NY
10016
PC
DONATION
5,000
BREAD FOR THE CITY
1525 7TH ST NW
WASHINGTON
,
DC
20001
PC
DONATION
10,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW
WASHINGTON
,
DC
20036
PC
DONATION
10,000
CAPITAL AREA FOOD BANK
645 TAYLOR ST NE
WASHINGTON
,
DC
20017
PC
DONATION
10,000
CAPITAL CAMPS & RETREAT CENTER
11300 ROCKVILLE PIKE 407
ROCKVILLE
,
MD
20852
PC
DONATION
10,000
CAPITAL PARTNERS FOR EDUCATION
2946 UNIVERSITY TERRACE NW
WASHINGTON
,
DC
20016
PC
DONATION
1,000
CENTER FOR URBAN PEDAGOGY
232 THIRD ST NE D201
BROOKLYN
,
NY
11215
PC
DONATION
10,000
CHARLES E SMITH JEWISH DAY SCHOOL
1901 E JEFFERSON ST
ROCKVILLE
,
MD
20852
PC
DONATION
100,000
CHARLES E SMITH LIFE COMMUNITIES
6121 MONTROSE RD
ROCKVILLE
,
MD
20852
PC
DONATION
102,000
CHILDREN'S HOSPITAL FOUNDATION-NATIONAL MEDICAL CENTER
PO BOX 96490
WASHINGTON
,
DC
20090
PC
DONATION
5,000
CHILDREN'S NATIONAL MEDICAL CENTER (CHILDNMC)
111 MICHIGAN AVENUE NW
WASHINGTON
,
DC
200102916
PC
DONATION
500
CITY YEAR
285 COLUMBUS AVENUE
BOSTON
,
MA
02116
PC
DONATION
20,000
CIVICORPS SCHOOLS
101 MYRTLE ST
OAKLAND
,
CA
94607
PC
DONATION
20,000
CLASSIKA-SYNETIC THEATRE
4041 CAMPBELL AVE
ARLINGTON
,
VA
22206
PC
DONATION
50,000
COLLEGE OF THE ATLANTIC
105 EDEN STREET
BAR HARBOR
,
ME
04609
PC
DONATION
1,001,500
CONGREGATION B'NAI TZEDEK
10621 SOUTH GLEN ROAD
POTOMAC
,
MD
20854
PC
DONATION
500
CONGREGATION EMANU-EL
ATTN JULIE WEINBERG 2 LAKE ST
SAN FRANCISO
,
CA
94118
PC
DONATION
25,000
CONGREGATION SHOMREI TORAH (SHOMREI)
2600 BENNETT VALLEY ROAD
SANTA ROSA
,
CA
95404
PC
DONATION
20,000
CONTEMPORARY JEWISH MUSEUM
736 MISSION ST
SAN FRANCISCO
,
CA
94103
PC
DONATION
2,500
DANA TAI SOON BURGESS DANCE COMPANY
2745 ARIZONA AVE NW
WASHINGTON
,
DC
20009
PC
DONATION
500
DANCE PLACE
3225 8TH STR NE
WASHINGTON
,
DC
20017
PC
DONATION
500
DC ACTION FOR CHILDREN
1432 K STREET NW 1050
WASHINGTON
,
DC
20005
PC
DONATION
1,000
DEFIANT REQUIEM FOUNDATION
1201 PENNSYLVANIA AVE NW SUITE
1117C
WASHINGTON
,
DC
20004
PC
DONATION
2,500
DISTRICT OF COLUMBIA ARTS CENTER
2438 18TH STREET NW
WASHINGTON
,
DC
20009
PC
DONATION
2,000
EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
1529 16TH ST NW
WASHINGTON
,
DC
20036
PC
DONATION
300,000
FABFILMS (FABFILMS)
301 MASHIE DRIVE SE
VIENNA
,
VA
22180
PC
DONATION
10,000
FOCUS
250 WEST MAIN ST SUITE 200
CHARLOTTESVILLE
,
VA
22902
PC
DONATION
5,000
FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES
1725 I STREET NW SUITE 300
WASHINGTON
,
DC
20006
PC
DONATION
5,000
FOUNDATION FOR CONTEMPORARY ARTS
820 GREENWICH STREET
NEW YORK
,
NY
10014
PC
DONATION
10,000
FOUNDATION FOR JEWISH CAMP
253 WEST 35TH STREET 4TH FLOOR
NEW YORK
,
NY
10001
PC
DONATION
5,000
FRIENDS OF ACADIA
PO BOX 45
BAR HARBOR
,
ME
04609
PC
DONATION
10,000
FRIENDS OF OFANIM
308 EAST LANCASTER AVE SUITE 300
WYNNEWOOD
,
PA
19096
PC
DONATION
5,000
FRIENDS OF YEMIN ORDE
12230 WILKINS AVE
ROCKVILLE
,
MD
20852
PC
DONATION
5,000
FRIENDSHIP CIRCLE
11621 SEVEN LOCKS RD
POTOMAC
,
MD
20854
PC
DONATION
500
FUND FOR MAINE ISLANDS CO COLLEGE OF THE ATLANTIC
105 EDEN ST
BAR HARBOR
,
ME
04609
PC
DONATION
1,000
GEORGETOWN UNIVERSITY
3300 WHITEHAVEN ST NW 4000
WASHINGTON
,
DC
20007
PC
DONATION
10,000
GESHER JEWISH DAY SCHOOL
8900 LITTLE RIVER TURNPIKE
FAIRFAX
,
VA
22031
PC
DONATION
12,500
GREAT HARBOR MARITIME MUSEUM
PO BOX 145
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
100
GREATER WASHINGTON URBAN LEAGUE
2901 14TH STREET NW
WASHINGTON
,
DC
20009
PC
DONATION
5,000
HABERMAN INSTITUTE FOR JEWISH STUDIES
2200 B BALTIMORE RD
ROCKVILLE
,
MD
20851
PC
DONATION
5,000
HARBOR HOUSE COMMUNITY SERVICE CENTER
PO BOX 836
SOUTHEAST HARBOR
,
ME
04679
PC
DONATION
500
HAYSTACK MOUNTAIN SCHOOL OF CRAFTS
PO BOX 518
DEER ISLE
,
ME
04627
PC
DONATION
500
HEBREW ACADEMY
22 SCHOOL ROAD EAST
MARLBORO
,
NJ
07746
PC
DONATION
1,000
HIGHER ACHIEVEMENT
317 18TH ST NE
WASHINGTON
,
DC
20002
PC
DONATION
10,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NW
WASHINGTON
,
DC
20001
PC
DONATION
75,000
HOSPICE OF HANCOCK COUNTY
29 UNION STREET
ELLSWORTH
,
ME
04605
PC
DONATION
500
HOUSE OF RUTH
5 THOMAS CIRCLE NW
WASHINGTON
,
DC
20005
PC
DONATION
1,000
ISLAND HOUSING TRUST
PO BOX 851
MOUNT DESERT
,
ME
04660
PC
DONATION
10,000
ISRAEL PROJECT
2020 K STREET NW SUITE 7600
WASHINGTON
,
DC
20006
PC
DONATION
5,000
ISRAEL TENNIS CENTERS FOUNDATION
PO BOX 743044
ATLANTA
,
GA
30374
PC
DONATION
1,000
JAMES RENWICK ALLIANCE
4405 EAST-WEST HIGHWAY SUITE 510
BETHESDA
,
MD
20814
PC
DONATION
5,500
JCC ASSOCIATION
520 EIGHTH AVE
NEW YORK
,
NY
10018
PC
DONATION
5,000
JEWISH COMMUNITY CENTER OF GREATER WASHINGTON
6125 MONTROSE ROAD
ROCKVILLE
,
MD
20852
PC
DONATION
105,000
JEWISH COMMUNITY CENTER OF NORTHERN VA
8900 LITTLE RIVER TURNPIKE
FAIRFAX
,
VA
22031
PC
DONATION
110,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA ST
SAN FRANCISCO
,
CA
94118
PC
DONATION
20,000
JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON
6101 MONTROSE ROAD SUITE 205
ROCKVILLE
,
MD
20852
PC
DONATION
10,000
JEWISH COUNCIL FOR THE AGING
11820 PARKLAWN DRIVE 200
ROCKVILLE
,
MD
20852
PC
DONATION
12,500
JEWISH FEDERATION OF GREATER WASHINGTON
6101 MONTROSE ROAD
ROCKVILLE
,
MD
20852
PC
DONATION
50,500
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY STE 1700 OVERSEAS
SUPPLEMENTAL GIVING/IEF
NEW YORK
,
NY
10004
PC
DONATION
10,000
JEWISH FOUNDATION FOR GROUP HOMES
1500 EAST JEFFERSON STREET
ROCKVILLE
,
MD
20852
PC
DONATION
5,000
JEWISH FUNERAL PRACTICES COMMITTEE OF GREATER WASHINGTON
C/O ALLAN ARMUS 4309 11TH ST N
ARLINGTON
,
VA
22201
PC
DONATION
1,000
JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON
PO BOX 791104
BALTIMORE
,
MD
21279
PC
DONATION
5,000
JEWISH NATIONAL FUND
42 EAST 69TH STREET
NEW YORK
,
NY
10021
PC
DONATION
2,500
JEWISH SOCIAL SERVICE AGENCY
6123 MONTROSE ROAD
ROCKVILLE
,
MD
20852
PC
DONATION
10,000
JILL'S HOUSE
9011 LEESBURG PIKE
VIENNA
,
VA
22182
PC
DONATION
10,000
JTA - MJL 70 FACES MEDIA
377 FIFTH AVENUE 2ND FLOOR
NEW YORK
,
NY
10016
PC
DONATION
10,000
JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL
432 PARK AVENUE SOUTH 15TH FLOOR
NEW YORK
,
NY
10016
PC
DONATION
5,000
KAKENYA'S DREAM
4250 NORTH FAIRFAX DRIVE SUITE 600
ARLINGTON
,
VA
22203
PC
DONATION
1,000
KREEGER MUSEUM
2401 FOXHALL RD NW
WASHINGTON
,
DC
20007
POF
DONATION
10,000
LATIN AMERICAN YOUTH CENTER
1419 COLUMBIA RD
WASHINGTON
,
DC
20009
PC
DONATION
200,000
LEARNING ALLY
5225 WISCONSIN AVE NW 312
WASHINGTON
,
DC
20015
PC
DONATION
1,000
MAINE COAST HERITAGE TRUST
ONE MAINE STREET SUITE 201
TOPSHAM
,
ME
04086
PC
DONATION
5,000
MARTHA'S TABLE
2114 14TH ST NW
WASHINGTON
,
DC
20009
PC
DONATION
220,000
MATTHEW HARRIS ORNSTEIN MEMORIAL FOUNDATION
2212 WYOMING AVE NW
WASHINGTON
,
DC
20008
POF
DONATION
5,000
MAYO CLINIC FOUNDATION
4500 SAN PABLO ROAD
JACKSONVILLE
,
FL
32224
PC
DONATION
1,250,000
MEMRI
1819 L STREET NW FIFTH FLOOR
WASHINGTON
,
DC
20036
PC
DONATION
5,000
MICHELE SUSAN KOGOD MEMORIAL FOUNDATION
12002 MONTROSE PARK PLACE
NORTH BETHESDA
,
MD
20852
PC
DONATION
1,000
MITCHELL INSTITUTE
22 MONUMENT SQUARE SUITE 200
PORTLAND
,
ME
04101
PC
DONATION
1,000
MOBILIZATION FOR JUSTICE
271 MADISON AVE 17TH FLOOR
NEW YORK
,
NY
10016
PC
DONATION
1,000
MOMENT MAGAZINE
4115 WISCONSIN AVENUE NW SUITE 10
WASHINGTON
,
DC
20016
PC
DONATION
2,500
MONTGOMERY HOSPICE
6001 MUNCASTER MILL RD
ROCKVILLE
,
MD
20855
PC
DONATION
500
MOSAIC THEATER COMPANY OF DC
1333 H STREET NE
WASHINGTON
,
DC
20002
PC
DONATION
1,000
MOUNT DESERT 365
PO BOX 636 123 MAIN ST
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
1,000,000
MOUNT DESERT FIRERESCUE ASSOCIATION
PO BOX 814
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
750
MOUNT DESERT ISLAND HISTORICAL SOCIETY
PO BOX 653 373 SOUND DRIVE
MT DESERT
,
ME
04660
PC
DONATION
250
MOUNT DESERT ISLAND HOSPITAL
10 WAYMAN LANE
BAR HARBOR
,
ME
04609
PC
DONATION
10,000
MOUNT DESERT NURSING ASSOCIATION
PO BOX 397
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
1,000
MT DESERT LAND & GARDEN PRESERVE ISLAND FOUNDATION
PO BOX 208
SEAL HABOR
,
ME
04675
PC
DONATION
5,000
MUSEUM OF MODERN ART
11 WEST 53 STREET
NEW YORK
,
NY
10019
PC
DONATION
50,000
N STREET VILLAGE
1333 N ST NW
WASHINGTON
,
DC
20005
PC
DONATION
5,000
NATIONAL GALLERY OF ART
2000 SOUTH CLUB DRIVE
LANDOVER
,
MD
20785
PC
DONATION
535,000
NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP
440 PARK AVENUE SOUTH 4TH FLOOR
NEW YORK
,
NY
10016
PC
DONATION
500
NEIGHBORHOOD HOUSE
PO BOX 752
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
500
NORTHEAST HARBOR AMBULANCE SERVICE
PO BOX 122
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
500
NORTHEAST HARBOR LIBRARY
PO BOX 279
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
500
NORTHEAST HARBOR VILLAGE IMPROVEMENT SOCIETY
PO BOX 722
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
1,000
OCEANA
1350 CONNECTICUT AVE NW 5TH FLOOR
WASHINGTON
,
DC
20036
PC
DONATION
5,000
PALM BEACH DRAMAWORKS
201 CLEMATIS ST
WEST PALM BEACH
,
FL
33401
PC
DONATION
1,000
PANIM
6101 MONTROSE ROAD SUITE 200
ROCKVILLE
,
MD
20852
PC
DONATION
10,000
PEF ISRAEL ENDOWMENT FUND
44 KILSYTH ROAD 3
BROOKLINE
,
MA
02445
PC
DONATION
75,000
PHILLIPS COLLECTION
1600 21ST STREET NW
WASHINGTON
,
DC
20009
PC
DONATION
225,000
RECREATION WISH LIST COMMITTEE
701 MISSISSIPPI AVENUE SE
WASHINGTON
,
DC
20032
PC
DONATION
20,000
REGINALD S LOURIE CENTER
12301 ACADEMY WAY
ROCKVILLE
,
MD
20852
PC
DONATION
10,000
RESPECT ABILITY
4340 EAST-WEST HWY SUITE 350
BETHESDA
,
MD
20814
PC
DONATION
500
ROCKEND ART BARN
PO BOX 1093
NORTHEAST HARBOR
,
ME
04662
PC
DONATION
500
SAILORS FOR THE SEA
18 MARKET STREET
NEWPORT
,
RI
02840
PC
DONATION
5,000
SAINT ANN'S SCHOOL
129 PIERREPONT STREET
BROOKLYN
,
NY
11201
PC
DONATION
10,000
SAN FRANCISCO FRIENDS SCHOOL
250 VALENCIA STREET
SAN FRANCISCO
,
CA
94103
PC
DONATION
2,500
SAVE A CHILD'S HEART FOUNDATION USA
440 PARK AVENUE SOUTH 4TH FLOOR
NEW YORK
,
NY
10016
PC
DONATION
5,000
SAVE THE REDWOODS LEAGUE
ATTN GEORGIA YOUNG 111 SUTTER ST
11TH FL
SAN FRANCISCO
,
CA
94104
PC
DONATION
25,000
SCHOODIC INSTITUTE AT ACADIA NATIONAL PARK
PO BOX 277
WINTER HARBOR
,
ME
04693
PC
DONATION
500
SCHOOL YEAR ABROAD
439 SOUTH UNION STREET
LAWRANCE
,
MA
01843
PC
DONATION
500
SEAL HARBOR LIBRARY ASSOCIATION
PO BOX 135
SEAL HABOR
,
ME
04675
PC
DONATION
500
SEAL HARBOR VILLAGE IMPROVEMENT SOCIETY INC
PO BOX 171
SEAL HABOR
,
ME
04675
PC
DONATION
2,000
SEED FOUNDATION
1776 MASSACHUSETTS AVE NW 600
WASHINGTON
,
DC
20036
PC
DONATION
100,000
SEEDS OF HEAVEN - AWAGO
PO BOX 337 500 N 3RD STREET SUITE
105
FAIRFIELD
,
IA
52556
PC
DONATION
500
SHAKESPEARE THEATRE
516 EIGHTH STREET SE
WASHINGTON
,
DC
20003
PC
DONATION
200,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
ONE PENNSYLVANIA PLAZA 1606
NEW YORK
,
NY
10019
PC
DONATION
401,000
SIBLEY HOSPITAL FOUNDATION
5255 LOUGHBORO ROAD NW
WASHINGTON
,
DC
20016
PC
DONATION
500
SIDWELL FRIENDS SCHOOL
3825 WISCONSIN AVENUE NW
WASHINGTON
,
DC
20016
PC
DONATION
405,500
SIGNATURE THEATRE
4200 CAMPBELL AVE
ARLINGTON
,
VA
22206
PC
DONATION
200,000
SITAR ARTS CENTER
1700 KALORAMA ROAD NW SUITE 101
WASHINGTON
,
DC
20009
PC
DONATION
10,000
SIXTH & I HISTORIC SYNAGOGUE
600 I STREET NW
WASHINGTON
,
DC
20001
PC
DONATION
750,000
SMITHSONIAN INSTITUTION ARCHIVES OF AMERICAN ART
SMITHSONIAN INSTITUTE AMERICAN ART
MUSEUM 1111 N CAPITOL ST NE
WASHINGTON
,
DC
20078
PC
DONATION
5,000
SMITHSONIAN INSTITUTION SMITHSONIAN AMERICAN ART MUSEUM
MRC 970/PO BOX 37012
WASHINGTON
,
DC
200137012
PC
DONATION
10,000
SMITHSONIAN INSTITUTION
1111 N CAPITOL ST NE
WASHINGTON
,
DC
20078
PC
DONATION
5,000
SO OTHERS MIGHT EAT
71 O STREET NW
WASHINGTON
,
DC
20001
PC
DONATION
1,000
SOFT POWER HEALTH
2887 PURCHASE STREET
PURCHASE
,
NY
10577
PC
DONATION
5,000
STOREFRONT FOR ART AND ARCHITECTURE
97 KENMARE STREET
NEW YORK
,
NY
10012
PC
DONATION
7,500
STUDIO THEATRE
1501 14TH STREET NW
WASHINGTON
,
DC
20005
PC
DONATION
200,000
THE BAY SCHOOL OF SAN FRANCISCO
35 KEYES AVE
SAN FRANCISCO
,
CA
94129
PC
DONATION
20,000
THE BEATRIX FARRAND SOCIETY
PO BOX 111
MOUNT DESERT
,
ME
04660
PC
DONATION
500
THE CENTER FOR JEWISH HISTORY
15 WEST 16TH STREET
NEW YORK
,
NY
10011
PC
DONATION
500
THE FILM COLLABORATIVE
C/O FABFILMS 301 MASHIE DRIVE SE
VIENNA
,
VA
22180
PC
DONATION
10,000
THE JACKSON LABORATORY
600 MAIN STREET
BAR HARBOR
,
ME
04609
PC
DONATION
10,000
THE LIFEFLIGHT FOUNDATION
PO BOX 1007
UNION
,
ME
04862
PC
DONATION
5,000
THE NATIONAL HEAD START ASSOC
1651 PRINCE STREET
ALEXANDRIA
,
VA
22314
PC
DONATION
500
THEATREWASHINGTON
2233 WISCONSIN AVENUE NW SUITE 300
WASHINGTON
,
DC
20007
PC
DONATION
10,000
TRINITY UNIVERSITY
715 STADIUM DR 46 DEPT OF MODERN
LANGUAGES AND LITERATURES
SAN ANTONIO
,
TX
782127200
PC
DONATION
5,000
TRUST FOR THE NATIONAL MALL
1300 PENNSYLVANIA AVE NW 370
WASHINGTON
,
DC
20004
PC
DONATION
25,000
UNIVERSITY OF MARYLAND
2119 MAIN ADMINISTRATION BUILDING
COLLEGE PARK
,
MD
20742
PC
DONATION
10,000
URBAN INSTITUTE
2100 M STREET NW
WASHINGTON
,
DC
20037
PC
DONATION
10,000
URBAN LAND INSTITUTE
625 INDIANA AVENUE N W
WASHINGTON
,
DC
20004
PC
DONATION
1,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SW
WASHINGTON
,
DC
20024
PC
DONATION
10,000
VIVIENDAS LEON
1585 FOLSOM ST
SAN FRANCISCO
,
CA
94103
PC
DONATION
20,000
WASHINGTON BALLET
3515 WISCONSIN AVE NW
WASHINGTON
,
DC
20016
PC
DONATION
1,000
WASHINGTON INSTITUTE NEAR EAST POLICY
1828 L STREET NW SUITE 1050
WASHINGTON
,
DC
20036
PC
DONATION
15,000
WASHINGTON PERFORMING ARTS SOCIETY
2000 L STREET NW SUITE 510
WASHINGTON
,
DC
20036
PC
DONATION
10,000
WASHINGTON TENNIS AND EDUCATION FOUNDATION
16TH AND KENNEDY STREETS NW
WASHINGTON
,
DC
20011
PC
DONATION
5,000
WESTMORELAND CHILDREN'S CENTER
5148 MASSACHUSETTS AVENUE
BETHESDA
,
MD
20816
PC
DONATION
1,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUE
NEW YORK
,
NY
10021
PC
DONATION
5,000
WOLFSONIAN - FLORIDA INTERNATIONAL UNIVERSITY
1001 WASHINGTON AVENUE
MIAMI BEACH
,
FL
33139
PC
DONATION
5,000
WOODROW WILSON CENTER
1300 PENNSYLVANIA AVE NW
WASHINGTON
,
DC
20004
PC
DONATION
6,000
WOOLLY MAMMOTH THEATRE COMPANY
641 D STREET NW
WASHINGTON
,
DC
20004
PC
DONATION
200,000
WORLD JEWISH CONGRESS
501 MADISON AVENUE 17TH FLOOR
NEW YORK
,
NY
10022
PC
DONATION
5,000
YACHAD
1776 MASSACHUSETTS AVENUE NW SUITE
810
WASHINGTON
,
DC
20036
PC
DONATION
1,000
Total
.................................
3a
9,417,600
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
...........
14
80
4
Dividends and interest from securities
....
14
12,399
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
8,716,952
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
8,729,431
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
8,729,431
(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