Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Dimick Foundation
John M Lynham Jr Trustee
% NANCY CREE & JOHN LYNHAM JR
Number and street (or P.O. box number if mail is not delivered to street address)3000 K Street NW Suite 600
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, DC20007
A Employer identification number

52-6038149
B Telephone number (see instructions)

(202) 672-5511
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,757,628
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 180,454 180,454  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 422,224
b Gross sales price for all assets on line 6a 2,630,037
7 Capital gain net income (from Part IV, line 2)... 423,334
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)....... 1,503 1,503  
12 Total. Add lines 1 through 11........ 604,181 605,291  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,000 72,000    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 24,919 0 0 0
b Accounting fees (attach schedule)....... 3,625 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,018 3,018    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 149      
23 Other expenses (attach schedule)....... 81,942 81,066    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 185,653 156,084 0 0
25 Contributions, gifts, grants paid....... 496,000 496,000
26 Total expenses and disbursements. Add lines 24 and 25 681,653 156,084 0 496,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -77,472
b Net investment income (if negative, enter -0-) 449,207
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 298,820 506,738 506,738
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 902,007 Click to see attachment854,229 868,934
b Investments—corporate stock (attach schedule)....... 3,894,506 Click to see attachment3,652,063 8,222,732
c Investments—corporate bonds (attach schedule)....... 2,001,988 Click to see attachment2,007,289 2,104,912
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment50,081 Click to see attachment50,081 Click to see attachment54,312
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,147,402 7,070,400 11,757,628
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment11,980 Click to see attachment11,980
23 Total liabilities (add lines 17 through 22)......... 11,980 11,980
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,236,525 1,159,523
29 Total net assets or fund balances (see instructions)..... 7,135,422 7,058,420
30 Total liabilities and net assets/fund balances (see instructions). 7,147,402 7,070,400
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
7,135,422
2
Enter amount from Part I, line 27a .....................
2
-77,472
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
470
4
Add lines 1, 2, and 3 ..........................
4
7,058,420
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,058,420
Form 990-PF (2020)
Form 990-PF (2020)
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 SEE ATTACHMENT: ACCT 22-301767 P    
b SEE ATTACHMENT: ACCT 22-301767 P    
c SEE ATTACHMENT: ACCT 22-301767 P    
d SEE ATTACHMENT: ACCT 22-301767A P    
e SEE ATTACHMENT: ACCT 22-301767A P    
SEE ATTACHMENT: ACCT 22-301767A P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 1,421,510   993,812 427,698
b 163,485   171,996 -8,511
c 556,563   594,544 -37,981
d 363,932   328,908 35,024
e 16,498   20,141 -3,643
108,049   98,158 9,891
      856
      856
      856
      856
      856
      856
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       427,698
b       -8,511
c       -37,981
d       35,024
e       -3,643
      9,891
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 423,334
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 6,244
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 6,244
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,244
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,606
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,606
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,638
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 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? Click to see list of attachments....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see list of attachments....
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.Click to see list of attachments
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)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbullet  
    14
    The books are in care ofbulletNANCY CREE & JOHN LYNHAM JR Telephone no.bullet (202) 672-5511

    Located atbullet3000 K STREET SUITE 600WashingtonDC ZIP+4bullet20007
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    John Lynham Jr Trustee
    0.7
    24,000 0 0
    3000 K Street NW Suite 600
    Washington,DC20007
    Nancy Cree-Johnson Trustee
    2.0
    24,000 0 0
    7 Jodi Court
    Ocean View,DE19970
    Michelle Levenson Trustee
    0.75
    24,000 0 0
    9420 Tobin Circle
    Potomac,MD20854
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 CHARITABLE GRANTS - SEE PART XV  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    10,900,937
    b
    Average of monthly cash balances.......................
    1b
    428,624
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,329,561
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,329,561
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    169,943
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,159,618
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    557,981
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    557,981
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,244
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,244
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    551,737
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    551,737
    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
    551,737
    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
    496,000
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    496,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    496,000
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 551,737
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 119,119
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 496,000
    a Applied to 2019, but not more than line 2a 119,119
    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 2020 distributable amount..... 376,881
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    174,856
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOHN LYNHAM CO FOLEY LARDNER LLP
    3000 K STREET NW SUITE 600
    WASHINGTON,DC20007
    (202) 672-5300
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER
    cAny submission deadlines:
    SIX WEEKS PRIOR TO SEMI-ANNUAL GRANT DECISION MAKING MEETING
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    American Red Cross
    PO Box 37839
    Boone,IA50037
        General operating support 2,500
    Art Stream Inc
    620 Pershing Drive
    Silver Spring,MD20910
        General operating support 3,500
    Arts on the Horizon
    PO Box 26093
    Alexandria,VA22313
        General operating support 2,000
    Arts for the Aging
    12320 Parklawn Drive
    Rockville,MD20852
        General Operating Support 1,500
    Army Distaff Foundation
    6200 Oregon Ave NW
    Washington,DC20015
        General Operating Support 1,000
    Bowen McCauley Dance
    818 N Quincy Street 104
    Arlington,VA22203
        General Operating Support 3,000
    Byte Back
    815 Monroe St NE
    Washington,DC20017
        General Operating Support 2,500
    Cathedral Choral Society
    3101 Wisconsin Avenue NW
    Washington,DC20016
        General Operating Support 3,500
    Child & Family Network Centers
    3700 Wheeler Ave
    Alexandria,VA22304
        General Operating Support 2,500
    Children's Chorus of Washington
    4626 Wisconsin Avenue NW Suite 100
    Washington,DC20016
        General Operating Support 5,000
    Children's Hospital Foundation
    801 Roeder Rd 300
    Silver Spring,MD20910
        General Operating Support 5,000
    Critical Exposure
    1816 12th Street NW
    Washington,DC20009
        General Operating Support 1,500
    Fishing School
    4737 Meade Street NE
    Washington,DC20019
        General Operating Support 4,000
    Folger Shakespeare Library
    210 Eash Capitol Street SE
    Washington,DC200031094
        General Operating Support 5,000
    Capital Partners for Education
    1015 15th St NO 600
    WASHINGTON,DC20005
        General Operating Support 2,000
    Franciscan Mission Service
    415 Michigan Avenue NE Street
    Washington,DC20017
        General Operating Support 2,500
    Friends of Fort DuPont Ice Arena Inc
    3779 Ely Place SE
    Washington,DC20019
        General Operating Support 6,000
    Central Union Mission
    PO Box 96763
    Washington,DC20090
        General Operating Support 5,000
    Girl Scout Council - Nation's Capital
    25055 Riding Plaza
    Chantilly,VA20152
        General Operating Support 3,500
    Girls on the Run
    1211 Conn Ave NW 304
    Washington,DC20036
        General Operating Support 1,500
    Community Outreach of Montgomery Co
    8 West Middle Lane
    Rockville,MD20850
        General Operating Support 2,500
    Humane Rescue Alliance
    71 Oglethorpe St NW
    Washington,DC20011
        General Operating Support 10,000
    Imagination Stage
    4908 Auburn Avenue
    Bethesda,MD20814
        General Operating Support 12,000
    Inner City-Inner Child
    3133 Dumbarton St SW
    Washington,DC20007
        General Operating Support 4,000
    Jubilee JumpStart
    2525 Ontario Rd NW B
    Washington,DC20009
        General Operating Support 1,500
    Legal Counsel for the Elderly
    601 E Street NW
    Washington,DC20049
        General Operating Support 3,000
    Levine School of Music
    2801 Upton St NW
    Washington,DC20008
        General Operating Support 4,500
    Literacy Council of Montgomery Co
    252 Montgomery St
    Montgomery,AL36104
        General Operating Support 1,500
    Martha's Table
    2375 Elvans Rd SE
    Washington,DC20020
        General Operating Support 3,000
    Mont County Coalition for the Homeless
    600 E Gude Dr
    Rockville,MD20850
        General Operating Support 3,000
    Mosaic Theater Company of DC
    1333 H St NE
    Washington,DC20002
        General Operating Support 2,500
    Cornerstone Montgomery Inc
    2 Taft Court Suite 200
    Rockville,MD20850
        General Operating Support 3,000
    Council for Court Excellence
    1111 14th Street NW NO 500
    Washington,DC20005
        General Operating Support 3,000
    National Symphony Orchestra
    2700 F Street NW
    Washington,DC20566
        General Operating Support 3,000
    New Futures
    641 S St NW
    Washington,DC20001
        General Operating Support 2,500
    Posse Foundation Inc
    1319 F St NW 604
    Washington,DC20004
        General Operating Support 2,000
    Potomac Community Resources Inc
    9200 Kentsdale Drive
    Potomac,MD20854
        General Operating Support 5,000
    Prince George's Child Resource Center
    9475 Lottsford Road 202
    Largo,MD20774
        General Operating Support 2,000
    DC Bilingual Public Charter School
    33 Riggs Road NE
    Washington,DC20011
        General Operating Support 3,000
    Rosemount Center
    2000 Rosemount Ave NW
    Washington,DC20010
        General Operating Support 2,000
    Samaritan Ministry of Greater Wash
    1516 Hamilton St NW
    Washington,DC20011
        General Operating Support 3,000
    Shakespeare Theatre Company
    516 8th Street SE
    Washington,DC20003
        General Operating Support 6,000
    DC Scores
    1140 Connecticut Ave NW 1200
    Washington,DC20036
        General Operating Support 7,000
    Signature Theatre
    4200 Campbell Avenue
    Silver Springs,MD22206
        General Operating Support 7,000
    Split This Rock
    1301 Connecticut Avenue NW
    Washington,DC20036
        General Operating Support 1,000
    Step Afrika
    1333 H St NE
    Washington,DC20002
        General Operating Support 1,000
    Studio Theatre
    1501 14th Street NW
    Washington,DC20005
        General Operating Support 3,000
    Suited for Change
    1010 Vermont Ave 450
    Washington,DC20005
        General Operating Support 3,000
    Teach for America DC
    1805 7th Street NW 6th Floor
    Washington,DC20001
        General Operating Support 4,000
    Teens Run DC
    218 9th St SE
    Washington,DC20003
        General Operating Support 2,000
    Theatre Lab School of the Dramatic Arts
    733 8th ST NW
    Washington,DC20001
        General Operating Support 3,000
    Treatment and Learning Centers
    2092 Gaither ROad
    Rockville,MD20850
        General Operating Support 5,000
    Washington Architectural Foundation
    427 7th Street NW
    Washington,DC20004
        General Operating SUpport 3,000
    Washington Ballet
    3515 Wisconsin Ave NW
    Washington,DC20016
        General Operating Support 11,500
    District Alliance for Safe Housing
    PO Box 91730
    Washington,DC20090
        General Operating Support 3,000
    Washington Tennis & Education Foundation
    16th St NW Kennedy ST NW
    Washington,DC20019
        General Operating Support 8,000
    Wesley Housing Development Corporation
    5515 Cherokee Ave STE 200
    Alexandria,VA22312
        General Operating Support 2,000
    Wilderness Leadership & Learning
    1758 Park Road NW
    Washington,DC20010
        General Operating Support 6,000
    Young Playwright's Theater
    6925 Willow Street NW
    Washington,DC20012
        General Operating Support 2,500
    Youth For Tomorrow
    11835 Hazel Circle Drive
    Bristow,VA20136
        General Operating Support 10,000
    YWCA National Capital Area
    2303 14th St NW
    Washington,DC20009
        General Operating Support 2,000
    Bright Beginnings Inc
    128 M Street NW
    Washington,DC20001
        General Operating Support 5,000
    American Youth Philharmonic
    4026 Hummer Rd
    Annandale,VA22003
        General Operating Support 2,500
    Fihankra Akoma Ntoaso
    2815 Stanton Rd SE
    Washington,DC20020
        General Operating Support 2,500
    Greater Washington Community Foundation
    1325 G Street NW Suite 480
    Washington,DC20005
        General Operating Support 5,000
    Arena Stage
    1101 6th Street SW
    Washington,DC20024
        General Operating Support 17,000
    Herbie Hancock Institute of Jazz
    5225 Wisconsin Avenue NW
    Washington,DC20015
        General Operating Support 2,000
    HEROES Inc
    1200 29th St NW
    Washington,DC20007
        General Operating Support 5,000
    Baltimore Symphony Orchestra
    5301 Tuckerman Lane
    North Bethesda,MD20852
        General Operating Support 3,000
    Building Bridges Across the River
    1901 Mississippi Ave SE 101
    Washington,DC20020
        General Operating Support 5,000
    Calvary Women's Services
    110 Maryland Avenue NE 103
    Washington,DC20020
        General Operating Support 8,000
    Hope and a Home
    1236 Columbia Rd NW
    Washington,DC20009
        General Operating Support 3,000
    Christ House
    1717 Columbia Road NW
    Washington,DC20009
        General Operating Support 4,000
    City Blossoms
    516 Kennedy Street NW
    Washington,DC20011
        General Operating Support 1,000
    CityDance
    4435 Wisconsin Ave
    Washington,DC20016
        General Operating Support 8,000
    Insight Memory Care Center
    3953 Pender Drive
    Fairfax,VA22030
        General Operating Support 2,000
    Joe's Movement Emporium
    3309 Bunker Hill Road
    Mount Rainer,MD20712
        General Operating Support 1,000
    Junior Achievement of Greater Washington
    919 18th Street NW NO 901
    Washington,DC20006
        General Operating Support 3,000
    Leveling the Playing Field
    9170 Brookville Road
    Silver Spring,MD20910
        General Operating Support 2,000
    Dance Institute of Washington
    3400 14th St NW
    Washington,DC20010
        General Operating Support 3,000
    Dance Place
    3225 8th Street NE
    Washington,DC20017
        General Operating Support 7,000
    DC Youth Orchestra
    7010 Piney Branch Rd NW
    Washington,DC20012
        General Operating Support 2,500
    Metropolitan Tennis and Education Group
    13142 Brooketree Lane
    Laurel,MD20707
        General Operating Support 2,000
    Modern Classrooms Project
    15 14th Street SE
    Washington,DC20003
        General Operating Support 3,000
    National Association of American Veterans
    1725 I Street NW
    Washington,DC20006
        General Operating Support 3,000
    For Love of Children
    1763 Columbia Road NW
    Washington,DC20009
        General Operating Support 4,500
    Ford's Theatre
    514 10th Street NW
    Washington,DC20004
        General Operating Support 10,000
    GALA Hispanic Theatre
    3333 14th St NW
    Washington,DC20010
        General Operating Support 2,500
    Negotiation Works
    4532 Reno Road NW
    Washington,DC20008
        General Operating Support 1,000
    Greater DC Diaper Bank
    1532 A Street NE
    Washington,DC20002
        General Operating Support 3,000
    Healthy Living Inc
    3900 Tunlaw Road 314
    Washington,DC20007
        General Operating Support 2,500
    New Endeavors by Women
    611 N Street NW
    Washington,DC20001
        General Operating Support 3,000
    Northern Virginia Therapeutic Riding Prog
    6429 Clifton Rd
    Clifton,VA20124
        General Operating Support 6,000
    John Carroll Society
    1333 New Hampshire Ave NW
    Glen Echo,MD20812
        General Operating Support 5,000
    Joy of Motion Dance Center
    1638 R Street NW Suite 300
    Washington,DC20009
        General Operating Support 4,000
    Jubilee Jobs Inc
    2712 Ontario Rd NW
    Washington,DC20009
        General Operating Support 2,000
    Junior Tennis Champions Center
    5200 Campus Drive
    College Park,MD20740
        General Operating Support 8,000
    KEEN
    PO Box 341590
    Bethesda,MD20827
        General Operating Support 3,500
    Literacy Lab
    623 Florida Avenue NW
    Washington,DC20001
        General Operating Support 6,000
    Project Create
    2208 Martin Luther King Jr Avenue S
    Washington,DC20020
        General Operating Support 3,000
    Olney Theatre Center for the Arts
    2001 Olney Sandy Spring Rd
    Olney,MD20832
        General Operating Support 4,500
    Perry School Community Service Center Inc
    128 M Street NW 100
    Washington,DC20001
        General Operating Support 4,000
    Reach Education Inc
    300 M Street SE NO 803
    Washington,DC20003
        General Operating Support 3,000
    Reading Partners
    180 Grand Ave
    Oakland,CA94612
        General Operating Support 10,000
    Round House Theatre
    PO Box 30688
    Bethesda,MD20824
        General Operating Support 12,000
    Rebuilding Together Inc
    999 N Capitol Street NE NO 701
    Washington,DC20002
        General Operating Support 3,000
    Seabury Resources for Aging
    6031 Kansas Ave NW
    Washington,DC20011
        General Operating Support 4,500
    Sitar Arts Center
    1700 Kalorama Road 101
    Washington,DC20009
        General Operating Support 4,000
    St Ann's Center for Children Youth & Family
    4901 Eastern Ave
    Hyattsville,MD20782
        General Operating Support 6,000
    Rising for Justice
    901 4th Street NW NO 6000
    Washington,DC20001
        General Operating Support 2,000
    St Patrick's Church
    619 10th Street NW
    Washington,DC20001
        General Operating Support 3,500
    Traveling Players Ensemble
    PO Box 1315
    Great Falls,VA22066
        General Operating Support 2,000
    Ronald McDonald House Charities
    1 Aisquith Street
    Baltimore,MD21202
        General Operating Support 4,500
    WETA
    2775 South Quincy Street
    Arlington,VA22206
        General Operating Support 3,500
    Wolf Trap Found for the Performing Arts
    1645 Trap Road
    Vienna,VA22182
        General Operating Support 3,000
    The In Series
    1835 14th St NW
    Washington,DC20009
        General Operating Support 2,000
    Smith Center for Healing & Arts
    1632 U Street
    Washington,DC20009
        General Operating Support 1,500
    So Others Might Eat
    71 O Street NW
    Washington,DC20001
        General Operating Support 5,000
    Washington National Opera
    2700 F Street NW
    Washington,DC20566
        General Operating Support 3,000
    Southeast Ministry
    3111 Martin Luther King Jr Ave SE
    Washington,DC20032
        General Operating Support 2,500
    Spooky Action Theater Company
    1810 16th Street NW
    Washington,DC20009
        General Operating Support 1,000
    Studio Acting Conservatory
    3423 Holmead Place
    Washington,DC20010
        General Operating Support 1,000
    Synetic Theater
    1800 S Bell Street
    Arlington,VA22202
        General Operating Support 2,000
    The Children's Complex Inc
    1828 L Street NW
    Washington,DC20036
        General Operating Support 2,500
    Thrive DC
    1525 Newton Street NW RM/STE G-1
    Washington,DC20010
        General Operating Support 3,000
    Training Source Inc
    59 Yost Place
    Seat Pleasant,MD20743
        General Operating Support 1,000
    Washington Bach Consort
    1310 G Street NW Ste 740
    Washington,DC20005
        General Operating Support 2,000
    The Washington Chorus Inc
    3220 N Street NW No 230
    Washington,DC20007
        General Operating Support 4,500
    Young Concert Artists
    1776 Broadway NO 1500
    New York,NY10019
        General Operating Support 3,000
    Total .................................bullet 3a 496,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 180,454  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,503  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 422,224  
    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)..   604,181  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    604,181
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,625      

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Category Amount
    NONE  

    TY 2020 AppliedToPriorYearElection
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Election:
    The foundation elects to treat distributions made in the current year as made for year 2019 undistributed income in the amount of $119,119 as authorized by regulations section 53.4942(a)-3(d)(2).

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Statement:
    DC DOES NOT REQUIRE A COPY OF FORM 990-PF

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS - CHEVY CHASE 2,007,289 2,104,912

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS - CHEVY CHASE 3,652,063 8,222,732

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    US Government Securities - End of Year Book Value:

    854,229
    US Government Securities - End of Year Fair Market Value:

    868,934
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 LegalFeesSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 24,919      


    TY 2020 OtherAssetsSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTL FIXED INCOME - SUB 50,081 50,081 54,312


    TY 2020 OtherExpensesSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 79,855 79,855    
    MISCELLANEOUS 1,211 1,211    
    OFFICE SUPPLIES 799      
    BANK FEES 60      
    POSTAGE 17      


    TY 2020 OtherIncomeSchedule2
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Miscellaneous Income 1,503 1,503  


    TY 2020 OtherIncreasesSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Description Amount
    TAX EXEMPT INCOME 470


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER CURRENT LIABILITY 11,980 11,980


    TY 2020 TaxesSchedule
    Name:
    Dimick Foundation
     
    John M Lynham Jr Trustee
    EIN:
    52-6038149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,018 3,018