-
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
07-01-2019
, and ending
06-30-2020
Name of foundation
BAINUM FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
7735 OLD GEORGETOWN ROAD NO 1000
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA
,
MD
20814
A Employer identification number
23-7000192
B
Telephone number (see instructions)
(240) 450-0000
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)
$
620,744,287
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)
1,296,137
2
Check
.............
3
Interest on savings and temporary cash investments
46,354
46,354
46,354
4
Dividends and interest from securities
...
7,937,058
7,937,058
7,937,058
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
48,190,613
b
Gross sales price for all assets on line 6a
213,688,792
7
Capital gain net income (from Part IV, line 2)
...
62,663,281
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
2,818,626
1,511,941
1,511,941
12
Total.
Add lines 1 through 11
........
60,288,788
72,158,634
9,495,353
13
Compensation of officers, directors, trustees, etc.
1,771,694
331,312
331,312
1,208,704
14
Other employee salaries and wages
......
4,124,280
27,000
27,000
4,588,920
15
Pension plans, employee benefits
.......
1,413,981
81,375
81,375
1,354,328
16a
Legal fees (attach schedule)
.........
224,672
30,027
30,027
193,410
b
Accounting fees (attach schedule)
.......
213,337
11,119
11,119
197,019
c
Other professional fees (attach schedule)
....
18,957,198
4,748,964
4,748,964
14,892,005
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
768,376
51,526
51,526
845,000
19
Depreciation (attach schedule) and depletion
...
166,022
0
0
20
Occupancy
..............
483,957
0
0
464,759
21
Travel, conferences, and meetings
.......
406,115
408
408
415,109
22
Printing and publications
..........
16,748
67
67
16,748
23
Other expenses (attach schedule)
.......
2,543,225
6,312
6,312
1,063,989
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
31,089,605
5,288,110
5,288,110
25,239,991
25
Contributions, gifts, grants paid
.......
3,801,926
3,801,701
26
Total expenses and disbursements.
Add lines 24 and 25
34,891,531
5,288,110
5,288,110
29,041,692
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
25,397,257
b
Net investment income
(if negative, enter -0-)
66,870,524
c
Adjusted net income
(if negative, enter -0-)
...
4,207,243
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
.............
1,968,358
2,843,547
2,843,547
2
Savings and temporary cash investments
.........
42,357,418
22,074,232
22,074,232
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)
.....
42,009,969
42,009,969
42,009,969
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
..........
829,892
1,363,682
1,363,682
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
162,860,095
107,780,378
107,780,378
c
Investments—corporate bonds (attach schedule)
.......
28,668,509
34,483,503
34,483,503
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
308,416,099
401,122,253
401,122,253
14
Land, buildings, and equipment: basis
7,673,938
Less: accumulated depreciation (attach schedule)
1,693,018
6,128,060
5,980,920
5,980,920
15
Other assets (describe
)
56,961,309
3,085,803
3,085,803
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
650,199,709
620,744,287
620,744,287
17
Accounts payable and accrued expenses
..........
2,150,359
2,009,808
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
)
34,252,726
2,732,427
23
Total liabilities
(add lines 17 through 22)
.........
36,403,085
4,742,235
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
199,486,549
209,627,942
25
Net assets with donor restrictions
............
414,310,075
406,374,110
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
613,796,624
616,002,052
30
Total liabilities and net assets/fund balances
(see instructions)
.
650,199,709
620,744,287
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
613,796,624
2
Enter amount from Part I, line 27a
.....................
2
25,397,257
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
639,193,881
5
Decreases not included in line 2 (itemize)
5
23,191,829
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
616,002,052
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
PARTNERSHIP INVESTMENT K-1
P
b
PARTNERSHIP INVESTMENT K-1
P
c
CHOICE HOTELS INT'L COMMON SHARES (CHH)
d
PARTNERSHIP INVESTMENT K-1 UBI
P
e
PUBLIC SECURITIES
VANGUARD DEVELOPED MARKETS
WELLINGTON EMERGING MARKET
ISHARES CORE AGGREGATE BOND
ELLINGTON ENHANCED INCOME FUND
TURNER- AGASSI CHARTER SCHOOL
ATALAYA ASSET INCOME FUND
PIMCO ENHANCED SHORT MATURITY
WELLINGTON EMERGING MARKET LOCAL EQUITY
PREFERRED STOCK
COATUE CT XXI
CLAYTON, DUBILIER & RICE FUND X
P
COATUE KONA III OFFSHORE FEEDER FUND
P
OWL VENTURES II
P
SILVER LAKE PARTNERS V
P
VISTA EQUITY PARTNERS FUND VI
P
VISTA EQUITY PARTNERS FUND VII
P
VISTA FOUNDATION FUND III
P
PUBLIC SECURITIES
PUBLIC SECURITIES
(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
1,224,522
b
4,059,807
c
94,265,328
26,804,300
67,461,028
d
0
e
32,030,247
40,937,810
-8,907,563
19,862,000
25,467,375
-5,605,375
402,019
449,939
-47,920
30,292,240
29,999,960
292,280
4,900,550
4,999,995
-99,445
25,665
25,665
27,781
27,781
9,949,402
9,999,904
-50,502
7,560,920
7,296,754
264,166
4,957,000
4,865,642
91,358
268,704
104,990
163,714
215,625
215,625
6,446
6,446
256,173
256,173
3,395
3,395
64,855
64,855
6,504
6,504
634,394
634,394
7,846,368
5,275,769
2,570,599
113,176
107,402
5,774
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
1,224,522
b
4,059,807
c
67,461,028
d
0
e
-8,907,563
-5,605,375
-47,920
292,280
-99,445
25,665
27,781
-50,502
264,166
91,358
163,714
215,625
6,446
256,173
3,395
64,855
6,504
634,394
2,570,599
5,774
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
62,663,281
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
-3,045,602
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
25,124,850
582,182,173
0.043156
2017
22,342,574
570,215,246
0.039183
2016
20,819,267
510,616,116
0.040773
2015
20,277,216
426,171,893
0.047580
2014
17,979,265
255,689,731
0.070317
2
Total
of line 1, column (d)
.....................
2
0.241009
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.048202
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
606,378,716
5
Multiply line 4 by line 3
......................
5
29,228,667
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
668,705
7
Add lines 5 and 6
........................
7
29,897,372
8
Enter qualifying distributions from Part XII, line 4
,.............
8
30,704,777
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
668,705
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
668,705
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
668,705
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,002,737
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
1,002,737
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
334,032
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
334,032
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DC
,
MD
,
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
Yes
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.BAINUMFDN.ORG
14
The books are in care of
THE FOUNDATION
Telephone no.
(240) 450-0000
Located at
7735 OLD GEORGETOWN ROAD STE 1000
BETHESDA
MD
ZIP+4
20814
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
Yes
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
CJ
,
CA
,
VQ
,
BD
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
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
BARBARA BAINUM
CHAIR
3.00
194,414
7,762
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
MARK R BIRMINGHAM
CFO (LEFT 9/19)
40.00
497,921
24,976
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
JACQUELYN DAVIS
CEO (LEFT 11/2019)
40.00
334,167
13,266
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
DAVID DANIELS
CEO (STARTED 11/2019)
40.00
353,472
49,911
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
MAE CHEUNG
SECRETARY
35.00
160,043
22,931
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
ROZITA LA GORCE GREEN
CHIEF STRATEGY OFFICER (LEFT 4/2019)
40.00
231,677
20,216
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
ALEXANDER FROOM
DIRECTOR
1.00
0
0
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
CHARLES LEDSINGER
DIRECTOR
1.00
0
0
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
JOAN LOMBARDI
DIRECTOR
1.00
0
0
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
SCOTT RENSCHLER
DIRECTOR
1.00
0
0
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
KENNY EMSON
DIRECTOR
2.00
0
0
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
TAMMY MANN
DIRECTOR
1.00
0
0
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
MAURA MARINO
DIRECTOR (LEFT 12/2019)
1.00
0
0
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
ROBERTO RODRIGUEZ
DIRECTOR
1.00
0
0
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
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
BRENDA HENRY
VICE PRESIDENT OF PR
40.00
222,769
36,518
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
ANGELA DEEDS
SR. DIR. OF FINANCE
40.00
218,573
33,431
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
CLARA NORTHINGTON
VICE PRESIDENT OF HU
40.00
175,078
50,281
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
SARA WATSON
SR. DIR. OF COMMUNIC
40.00
176,729
18,071
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
REBECCA CISEK
SR. DIR. OF TALENT A
40.00
180,960
4,070
0
7735 OLD GEORGETOWN ROAD
BETHESDA
,
MD
20814
Total
number of other employees paid over $50,000
...................
5
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
GEORGE WASHINGTON UNIVERSITY
PROGRAMMATIC CONSULTING
500,944
GCAS PO BOX 829896
PHILADELPHIA
,
PA
19182
REINVESTMENT FUND
PROGRAMMATIC CONSULTING
460,750
1700 MARKET STREET SUITE 1900
PHILADELPHIA
,
PA
19103
THE ROCK CREEK GROUP
INVESTMENT CONSULTING
250,648
1133 CONNETICUT AVENUE NW SUITE 810
WASHINGTON
,
DC
20036
TELECOMMUNICATIONS DEVELOPMENT CORP
PROGRAMMATIC CONSULTING
226,563
1919 13TH STREET NW
WASHINGTON
,
DC
20009
UNIVERSITY OF MARYLAND COLLEGE PARK
PROGRAMMATIC CONSULTING
216,342
4101 CHESAPEAKE BUILDING
COLLEGE PARK
,
MD
20742
Total
number of others receiving over $50,000 for professional services
.............
10
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
DC INITIATIVE- THE D.C. WARDS 7 AND 8 INITIATIVE INCLUDES TWO BODIES OF WORK FOCUSED ON BUILDING CAPACITY AND KNOWLEDGE IN PRACTICE, POLICY AND RESEARCH. EARLY LEARNING: WE SUPPORT HEALTHY DEVELOPMENT AND LEARNING FOR INFANTS AND TODDLERS, AGES 0 TO 3. WE ARE WORKING TO CREATE A COMPREHENSIVE SYSTEM OF SUPPORTS IN THE DISTRICT OF COLUMBIA THAT ADDRESS CHILDREN'S COGNITIVE, SOCIAL, EMOTIONAL AND PHYSICAL DEVELOPMENT AND ALSO PROVIDE FAMILIES WITH VITAL WRAP-AROUND SUPPORTS IN HEALTH, MENTAL WELLNESS AND NUTRITION. SCHOOL MENTAL HEALTH: WE ARE RESEARCHING AND IMPLEMENTING BEST PRACTICES TO HELP SCHOOLS DEVELOP HIGH-QUALITY COMPREHENSIVE SCHOOL MENTAL HEALTH SYSTEMS THAT SUPPORT STUDENTS' SOCIAL AND EMOTIONAL WELL-BEING. THESE SYSTEMS EMPHASIZE PREVENTION AND EARLY IDENTIFICATION OF MENTAL HEALTH AND SUBSTANCE ABUSE CONCERNS, NOT JUST TREATMENT.
12,255,550
2
SEVENTH-DAY ADVENTIST INITIATIVE- OUR FOUNDERS STEWART AND JANE BAINUM LARGELY CREDIT THEIR SUCCESS IN LIFE TO THEIR EDUCATION AT SEVENTH-DAY ADVENTIST BOARDING SCHOOLS. IN THEIR HONOR, THE FOUNDATION HAS LONG SUPPORTED FAITH-BASED EDUCATION AS PART OF OUR MISSION. CURRENTLY, OUR SEVENTH-DAY ADVENTIST (SDA) INITIATIVE TEAM OVERSEES PROGRAMS THAT WORK TO ENSURE EXCELLENCE IN LEADERSHIP, INSTRUCTION AND BUSINESS OPERATIONS WHILE CONTINUING STRATEGIC FACILITY INVESTMENTS AT FAITH-BASED SCHOOLS.
3,963,796
3
FOOD SECURITY INITIATIVE AND FARM- OUR FOOD SECURITY INITIATIVE WORKS TO SUPPORT REGIONAL FOOD SOLUTIONS THAT INCREASE HEALTHY-FOOD AVAILABILITY AND ACCESS FOR CHILDREN AND COMMUNITIES IN THE DISTRICT OF COLUMBIA'S WARDS 7 AND 8. IN COLLABORATION WITH THE BAINUM FOUNDATION FARM, LLC, THE FOOD SECURITY INITIATIVE IS FOCUSED ON WORKING WITH PARTNERS TO MAKE THE REGIONAL FOOD SYSTEM STRONGER AND MORE EQUITABLE.
3,149,936
4
FAMILY PHILANTHROPY INITIATIVE- THE BAINUM FAMILY AWARDS GRANTS TO NONPROFIT ORGANIZATIONS THROUGH ITS FAMILY FUND AND GLOBAL EDUCATION FUND. THE FAMILY FUND IS MANAGED BY A MULTIGENERATIONAL GROUP OF FAMILY MEMBERS WHO SELECT GRANT RECIPIENT ORGANIZATIONS NATIONWIDE. THE GLOBAL EDUCATION FUND SUPPORTS GRANTS TO U.S. BASED ORGANIZATIONS THAT ENGAGE IN IMPROVING THE QUALITY OF EARLY EDUCATION GLOBALLY. THE FOUNDATION ENCOURAGES STAFF PHILANTHROPY THROUGH A MATCHING GIFTS PROGRAM, WHEREBY STAFF CAN GIVE TO CHARITIES OF THEIR CHOOSING.
2,609,743
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
CONSTRUCTION OF AN EARLY LEARNING CENTER IN FLORIDA.
1,363,085
2
PROVIDING FUNDING FOR A SOCIAL ENTERPRISE GROCERY STORE IN THE DISTRICT OF COLUMBIA WARD 8.
300,000
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
1,663,085
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
263,615,609
b
Average of monthly cash balances
.......................
1b
5,392,199
c
Fair market value of all other assets (see instructions)
................
1c
346,605,102
d
Total
(add lines 1a, b, and c)
.........................
1d
615,612,910
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
615,612,910
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
9,234,194
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
606,378,716
6
Minimum investment return.
Enter 5% of line 5
..................
6
30,318,936
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
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
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
29,041,692
b
Program-related investments—total from Part IX-B
..................
1b
1,663,085
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
30,704,777
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
668,705
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
30,036,072
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(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
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
4,207,243
14,980,922
9,564,082
9,816,847
38,569,094
b
85% of line 2a
.........
3,576,157
12,733,784
8,129,470
8,344,320
32,783,730
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
30,704,777
25,124,850
22,342,574
20,819,267
98,991,468
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
3,801,701
1,486,665
1,923,218
1,971,639
9,183,223
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
26,903,076
23,638,185
20,419,356
18,847,628
89,808,245
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
0
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
0
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
20,212,624
19,406,073
19,007,175
17,020,537
75,646,409
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)
....
0
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
0
(3)
Largest amount of support
from an exempt organization
0
(4)
Gross investment income
0
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or 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
ACLU
125 BROAD STREET 18TH FLOOR
NEW YORK
,
NY
10004
PUBLIC CHARITY 501C4
GENERAL OPERATING SUPPORT
120
AGA KHAN FOUNDATION
1825 K STREET NW STREET 901
WASHINGTON
,
DC
20006
PUBLIC CHARITY
RESPONSIVE CARE AND EARLY LEARNING
125,000
ALLIANCE FOR JUSTICE
11 DUPONT CIRCLE NW SUITE 500
WASHINGTON
,
DC
20036
PUBLIC CHARITY
ADDITIONAL FUNDS FOR COVID-19 EFFORTS
100,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLOOR
NEW YORK
,
NY
10004
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
AVILA UNIVERSITY
11901 WONALL ROAD
KANSAS CITY
,
MO
64145
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
BISHOP DENIS J O'CONNELL HIGH SCHOOL
6600 LITTLE FALLS ROAD
ARLINGTON
,
VA
22213
PUBLIC CHARITY
KNIGHT FUND
195
BLUE RIDGE AREA FOOD BANK
96 LAUREL HILL ROAD
VERONA
,
VA
24482
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
BOSTON ADVENTIST DREAM ACADEMY CORPORATION
1048 DORCHESTER AVENUE
DORCHESTER
,
MA
02125
PUBLIC CHARITY
ADMINISTRATIVE EXPENSES AND TECHNOLOGY
100,000
BREAD FOR THE CITY AND ZACCHAEUS FREE CLINIC
1640 GOOD HOPE ROAD SE
WASHINGTON
,
DC
20001
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
CAF AMERICA
225 REINEKERS LANE SUITE 375
ALEXANDRIA
,
VA
22314
PUBLIC CHARITY
PRIORITIZING THE YOUNG CHILD
125,000
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NE
WASHINGTON
,
DC
20017
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
175
CHESAPEAKE MONTESSORI FOUNDATION
30 OLD MILL BOTTOM ROAD NORTH
ANNAPOLIS
,
MD
21409
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
CHILDFUND INTERNATIONAL
2821 EMERYWOOD PARKWAY
RICHMOND
,
VA
23294
PUBLIC CHARITY
REGIONAL AND GLOBAL CAPACITY BUILDING FOR ECD
150,000
CHILDREN'S HOSPITAL FOUNDATION
111 MICHIGAN AVENUE NW
WASHINGTON
,
DC
20010
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
150
COLUMBIA UNION CONFERENCE OF SEVENTH-DAY ADVENTISTS
5427 TWIN KNOLLS ROAD
COLUMBIA
,
MD
21045
PUBLIC CHARITY
ADDITIONAL FUNDS FOR COVID-19 EFFORTS
25,000
COMMUNITY RESOURCES FOR CHILDREN
3299 CLAREMONT WAY SUITE 1
NAPA
,
CA
94558
PUBLIC CHARITY
ACTIVE MINDS SCHOOL READINESS AND TOY LIBRARY
38,555
COMPASS FAMILY SERVICES
37 GROVE STREET
SAN FRANCISCO
,
CA
94102
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50,000
CONCRETE JUNGLE
124 ESTORIA STREET SE
ATLANTA
,
GA
30316
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
90
CONGREGATIONAL COMMUNITY ACTION PROJECT (CCAP)
PO BOX 2112
WINCHESTER
,
VA
22604
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
DC GREENS
2000 P STREET NW SUITE 240
WASHINGTON
,
DC
20036
PUBLIC CHARITY
ADDITIONAL FUNDS FOR COVID-19 EFFORTS
25,000
DETOUR (DEPOSITING EMPOWERMENT THROUGH OUTREACH AND URBAN REDEVELOPMENT)
404 EUCLID AVENUE SUITE 329
SAN DIEGO
,
CA
92114
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
180
DEVELOPING COMMUNITIES
1156 MAIN STREET
HELENA
,
CA
94574
PUBLIC CHARITY
DEVELOPING COMMUNITIES REINFORCEMENT
17,000
DREAMING OUT LOUD INC
419 7TH ST NW 3RD FLOOR
WASHINGTON
,
DC
20004
PUBLIC CHARITY
ADDITIONAL FUNDS FOR COVID-19 EFFORTS
100,000
ECHOING GREEN
462 SEVENTH AVENUE 13TH FLOOR
NEW YORK
,
NY
10018
PUBLIC CHARITY
TO SUPPORT FELLOWS WORKING IN EDUCATION
27,500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREET
MONTGOMERY
,
AL
36104
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
FAMILIES AGAINST MANDATORY MINIMUMS (FAMM)
1100 H STREET NW SUITE 1000
WASHINGTON
,
DC
20005
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
FEEDING AMERICA
161 N CLARK STREET SUITE 700
CHICAGO
,
IL
60601
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
FLETCHER ACADEMY
PO BOX 5440 FLETCHER
FLETCHER
,
NC
28732
PUBLIC CHARITY
CAFETERIA CONSTRUCTION MATCHING GRANT
200,000
FLORIDA KEYS HEALTHY START COALITION INC
PO BOX 6166
KEY WEST
,
FL
33041
PUBLIC CHARITY
FLORIDA KEYS HEALTHY START CORE FAMILY SUPPORT
55,555
FRESHFARM MARKETS INC
655 NEW YORK AVENUE NW WEWORK 6TH
FLOOR
WASHINGTON
,
DC
20001
PUBLIC CHARITY
FUNDING FOR DEI CONSULTANTS
75,000
GLOBAL CAMPAIGN FOR EDUCATION-US INC
1201 16TH STREET NW SUITE 521
WASHINGTON
,
DC
20036
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
75,000
GLOBAL IMPACT
1199 N FAIRFAX STREET SUITE 300
ALEXANDRIA
,
VA
22314
PUBLIC CHARITY
DESIGNATED FOR THE EPIP LA GIVING CIRCLE
90
GRASSROOT SOCCER
15 LEBANON STREET
HANOVER
,
NH
03755
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
40
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G STREET NW SUITE 480
WASHINGTON
,
DC
20005
PUBLIC CHARITY
ADDITIONAL FUNDS FOR COVID-19 EFFORTS
100,000
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G STREET NW SUITE 480
WASHINGTON
,
DC
20005
PUBLIC CHARITY
NEXT GEN GIVING CIRCLE
240
HEIFER INTERNATIONAL FOUNDATION
1 WORLD AVENUE
LITTLE ROCK
,
AR
72202
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
HOMELESS PRENATAL PROGRAM INC
2500 18TH STREET
SAN FRANCISCO
,
CA
94110
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
5,555
HOUSE OF RUTH MARYLAND INC
2201 ARGONNE DRIVE
BALTIMORE
,
MD
21218
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
HOUSE OF RUTH
5 THOMAS CIRCLE NW FOURTH FLOOR
WASHINGTON
,
DC
20005
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
75
HUMAN RIGHTS CAMPAIGN
1640 RHODE ISLAND AVENUE NW
WASHINGTON
,
DC
20036
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
INNOVATIONS FOR POVERTY ACTION
101 WHITNEY AVENUE
NEW HAVEN
,
CT
06510
PUBLIC CHARITY
IMPROVING EARLY CHILDHOOD OUTCOMES IN NYARUGUSU REFUGEE CAMP
125,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND STREET 12TH FLOOR
NEW YORK
,
NY
10168
PUBLIC CHARITY
THE JOY OF LEARNING THROUGH PLAY
150,000
IOWA STATE UNIVERSITY FOUNDATION
PO BOX 2230
AMES
,
IA
50010
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
KU ENDOWMENT
PO BOX 928 LAWRENCE
LAWRENCE
,
KS
66044
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
150
LIFT ORLANDO
2043 JACOBS PLACE
ORLANDO
,
FL
32805
PUBLIC CHARITY
SUPPORT THE WEST LAKES LEARNING CENTER
100,000
LIGHTHOUSE CENTRAL FLORIDA
2500 KUNZE AVENUE
ORLANDO
,
FL
32806
PUBLIC CHARITY
LIGHTHOUSE ACADEMY
55,555
LINCOLN FAMILIES
1266 14TH STREET
OAKLAND
,
CA
94607
PUBLIC CHARITY
MANDELA FAMILY RESOURCE CENTER
27,500
MARTHA'S TABLE INC
2375 ELVANS ROAD SE
WASHINGTON
,
DC
20020
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
125
MARY'S CENTER FOR MATERNAL AND CHILD CARE INC
2333 ONTARIO ROAD NW
WASHINGTON
,
DC
20009
PUBLIC CHARITY
ADDITIONAL FUNDS FOR COVID-19 EFFORTS
200,000
MEALS ON WHEELS AMERICA
1550 CRYSTAL DRIVE SUITE 1004
ARLINGTON
,
VA
22202
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
52
MINNESOTA FREEDOM FUND
PO BOX 6398
MINNEAPOLIS
,
MN
55406
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
26
MOCSA METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT
3100 BROADWAY BLVD SUITE 400
KANSAS CITY
,
MO
64111
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC
600-B EAST GUDE DRIVE
ROCKVILLE
,
MD
20850
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
75
MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC
600-B EAST GUDE DRIVE
ROCKVILLE
,
MD
20850
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC
600-B EAST GUDE DRIVE
ROCKVILLE
,
MD
20850
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
NATIONAL ACADEMY OF SCIENCES
500 5TH STREET NW
WASHINGTON
,
DC
20001
PUBLIC CHARITY
STUDY ON THE OPPORTUNITY GAP FOR BIRTH TO EIGHT
150,000
NATIONAL ASSOCIATION FOR FAMILY CHILD CARE
1743 W ALEXANDER STREET
WEST VALLEY CITY
,
UT
84119
PUBLIC CHARITY
ADDITIONAL FUNDS FOR COVID-19 EFFORTS
200,000
NATIONAL CENTER FOR SCIENCE EDUCATION
1904 FRANKLIN STREET SUITE 600
OAKLAND
,
CA
94612
PUBLIC CHARITY
TEACHER AMBASSADOR PROGRAM
55,555
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOOR
NEW YORK
,
NY
10011
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
60
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOOR
NEW YORK
,
NY
10011
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
NEW AMERICA
740 15TH STREET NW SUITE 900
WASHINGTON
,
DC
20005
PUBLIC CHARITY
ADDITIONAL FUNDS FOR COVID-19 EFFORTS
150,000
ONEAMERICA
1225 S WELLER STREET SUITE 430
SEATTLE
,
WA
98144
PUBLIC CHARITY
SPEAK YOUR LANGUAGE CAMPAIGN
20,000
OPEN ARMS PERINATAL SERVICES
2524 16TH AVENUE SOUTH 207A
SEATTLE
,
WA
98144
PUBLIC CHARITY
NURTURING EARLY LEARNING DURING PREGNANCY
30,000
OPERATION BREAKTHROUGH INC
3039 TROOST AVENUE
KANSAS CITY
,
MO
64109
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
ORPHAN FOUNDATION OF AMERICA
23811 CHAGRIN BLVD SUITE 210
BEACHWOOD
,
OH
44122
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
PATH
2201 WESTLAKE AVENUE SUITE 200
SEATTLE
,
WA
98121
PUBLIC CHARITY
BRUEH TESFA BRIGHT HOPE DEMONSTRATING PATHWAY
125,000
PLAN INTERNATIONAL USA
155 PLAN WAY
WARWICK
,
RI
02886
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
75
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM STREET FLOOR 10
NEW YORK
,
NY
10038
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
150
PLANNED PARENTHOOD
1225 4TH STREET NE
WASHINGTON
,
DC
20002
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
75
RESULTS EDUCATIONAL FUND
1101 15TH STREET NW SUITE 1200
WASHINGTON
,
DC
20005
PUBLIC CHARITY
EARLY CHILDHOOD DEVELOPMENT POLICY ADVOCACY
50,000
RIP MEDICAL DEBT
80 THEODORE FREMD AVENUE
RYE
,
NY
10580
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
25
ROCK RECOVERY
PO BOX 100923
ARLINGTON
,
VA
22210
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
100
RYSE CENTER INC
205 41ST STREET
RICHMOND
,
CA
94805
PUBLIC CHARITY
HEALING-CENTERED EDUCATION JUSTICE
55,555
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST
FAIRFIELD
,
CT
06825
PUBLIC CHARITY
ENHANCE CHILD DEVELOPMENT IN ETHIOPIA
125,000
SEVERN SCHOOL
201 WATER STREET
SEVERNA PARK
,
MD
21146
PUBLIC CHARITY
ANNUAL FUND
100
SHARED SPACES FOR ALL
1643 S JACKSON PLACE
SEATTLE
,
WA
98144
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
5,555
SOME INC (SO OTHERS MIGHT EAT)
71 O STREET NW
WASHINGTON
,
DC
20001
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
75
SOME INC (SO OTHERS MIGHT EAT)
71 O STREET NW
WASHINGTON
,
DC
20001
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
73
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE
MONTGOMERY
,
AL
36101
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE
MONTGOMERY
,
AL
36101
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
THE BAIL PROJECT
PO BOX 750
VENICE
,
CA
90294
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
THE LAUREL CENTER INTERVENTION FOR DOMESTIC AND SEXUAL VIOLENCE
PO BOX 14
WINCHESTER
,
VA
22604
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
THE LOURIE CENTER FOR CHILDRENS SOCIAL AND EMOTIONAL WELLNESS
12301 ACADEMY WAY
ROCKVILLE
,
MD
20852
PUBLIC CHARITY
PRINCE GEORGE COUNTY CIRCLE OF SECURITY
200,000
THE LOURIE CENTER FOR CHILDRENS SOCIAL AND EMOTIONAL WELLNESS
12301 ACADEMY WAY
ROCKVILLE
,
MD
20852
PUBLIC CHARITY
CONSTRUCTION PROJECT: REGINALD S. LOURIE CENTER
182,222
THE SENTENCING PROJECT
1705 DESALES STREET NW 8TH FLOOR
WASHINGTON
,
DC
20036
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
TRINITY ACADEMY
7424 N MISSISSIPPI AVENUE
PORTLAND
,
OR
97217
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
103
UMMEED CHILD DEVELOPMENT FUND INC
17 POWDER MILL ROAD
FRAMINGHAM
,
MA
01701
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
15,000
UNITED PLANNING ORGANIZATION (UPO)
301 RHODE ISLAND AVENUE NW
WASHINGTON
,
DC
20001
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
50
UNITED STATES FUND FOR UNICEF
1775 K STREET NW SUITE 360
WASHINGTON
,
DC
20036
PUBLIC CHARITY
PROMOTING PLAY-BASED EARLY LEARNING
125,000
UNITED STATES FUND FOR UNICEF
1775 K STREET NW SUITE 360
WASHINGTON
,
DC
20036
PUBLIC CHARITY
EARLY CHILDHOOD EDUCATION IN INDIA
125,000
UNIVERSITY OF MARYLAND COLLEGE PARK
1308 BENJAMIN BUILDING UNIVERSITY
OF MARYLAND
COLLEGE PARK
,
MD
20742
PUBLIC CHARITY
TRAUMA IMPROVEMENT SCIENCE
55,000
UNIVERSITY OF THE SOUTH
ADVANCEMENT OFFICE THE SEWANEE FUND
735 UNIVERSITY AVENUE
SEWANEE
,
TN
37383
PUBLIC CHARITY
SCHOLARSHIP AND FINANCIAL AID
50
VENTURE PHILANTHROPY PARTNERS INC
1201 15TH STREET NW
WASHINGTON
,
DC
20005
PUBLIC CHARITY
TO SUPPORT STRATEGIC PLANNING WORK OF RAISE DC
75,000
WOMEN FOR WOMEN INTERNATIONAL
2000 M STREET NW SUITE 200
WASHINGTON
,
DC
20036
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
75
Total
.................................
3a
3,801,701
b
Approved for future payment
BLACK LIVES MATTER GLOBAL NETWORK
19197 GOLDEN VALLEY ROAD SUITE 313
CANYON COUNTRY
,
CA
91387
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
25
SHARED SPACES FOR ALL
1643 S JACKSON PLACE
SEATTLE
,
WA
98144
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
200
Total
.................................
3b
225
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
46,354
4
Dividends and interest from securities
....
14
7,937,058
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
.....
900000
162,645
14
356,084
8
Gain or (loss) from sales of assets other than
inventory
............
900000
-81,687
18
48,272,300
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
NOTE RECEIVABLE INTEREST
14
1,155,857
b
DEFERRED EXCISE TAXES
1,144,040
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
80,958
57,767,653
1,144,040
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
58,992,651
(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.)
11A
DEFERRED EXCISE TAXES INCOME
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
Yes
(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
Yes
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
1b(4)
20,650
BAINUM FAMILY ACTION FUND
SHARING OF PAID EMPLOYEES, OFFICE SPACE, EQUIPMENT AND SUPPLIES VIA RESOURCE SHARING AGREEMENT
1c
20,650
BAINUM FAMILY ACTION FUND
REIMBURSEMENT AGREEMENT
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
BAINUM FAMILY ACTION FUND
501(C)(4)
BAINUM FAMILY FOUNDATION AND BAINUM FAMILY ACTION FUND CONSISTS OF OVERLAPPING BOARD MEMBERS , AND SHARE THE SAME OFFICE SPACE.
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