Form990-PF
Click to see attachment

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
THE ROBERT P AND ARLENE R KOGOD FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2345 CRYSTAL DRIVE NO 1101
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, VA22202
A Employer identification number

54-1813660
B Telephone number (see instructions)

(703) 769-1023
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$45,796J 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) 4,665,247
2 Check bullet.............
3 Interest on savings and temporary cash investments 29 29  
4 Dividends and interest from securities... 13 13  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 396,684
b Gross sales price for all assets on line 6a 1,048,569
7 Capital gain net income (from Part IV, line 2)... 396,684
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,061,973 396,726  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,500 4,750   4,750
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,748 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 535 398   137
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,783 5,148   4,887
25 Contributions, gifts, grants paid....... 5,225,003 5,225,003
26 Total expenses and disbursements. Add lines 24 and 25 5,248,786 5,148   5,229,890
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -186,813
b Net investment income (if negative, enter -0-) 391,578
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......... 32,067 45,796 45,796
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,067 45,796 45,796
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 32,067 45,796
29 Total net assets or fund balances (see instructions)..... 32,067 45,796
30 Total liabilities and net assets/fund balances (see instructions). 32,067 45,796
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
32,067
2
Enter amount from Part I, line 27a .....................
2
-186,813
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
200,542
4
Add lines 1, 2, and 3 ..........................
4
45,796
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,796
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,048,569   651,885 396,684
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       396,684
b
c
d
e
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 2 396,684
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 5,443
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 0
3 Add lines 1 and 2........................... 3 5,443
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 5,443
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 5,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 57
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet57 RefundedBullet 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 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 changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 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 addressbulletN/A
    14
    The books are in care ofbulletMENACHEM GOTTLIEB Telephone no.bullet (703) 769-1023

    Located atbullet2345 CRYSTAL DRIVE ARLINGTON VAARLINGTONVA ZIP+4bullet22202
    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
    ROBERT P KOGOD PRESIDENT/DIRECTOR
    10.00     		0 0 0
    2345 CRYSTAL DRIVE STE 1101
    ARLINGTON,VA22202
    ARLENE R KOGOD SECRETARY/DIRECTOR
    1.00     		0 0 0
    2345 CRYSTAL DRIVE STE 1101
    ARLINGTON,VA22202
    MENACHEM GOTTLIEB VP/TREASURER
    1.00     		0 0 0
    2345 CRYSTAL DRIVE STE 1101
    ARLINGTON,VA22202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    16,213
    b
    Average of monthly cash balances.......................
    1b
    352,371
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    368,584
    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
    368,584
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,529
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    363,055
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    18,153
    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
    18,153
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,443
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,443
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,710
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,710
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    12,710
    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
    5,229,890
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,229,890
    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
    5,229,890
    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 12,710
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 7,328,665
    b From 2016...... 8,522,355
    c From 2017...... 10,256,831
    d From 2018...... 11,163,937
    e From 2019...... 9,422,028
    fTotal of lines 3a through e........ 46,693,816
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,229,890
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 12,710
    e Remaining amount distributed out of corpus 5,217,180
    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 51,910,996
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		7,328,665
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		44,582,331
    10 Analysis of line 9:
    a Excess from 2016.... 8,522,355
    b Excess from 2017.... 10,256,831
    c Excess from 2018.... 11,163,937
    d Excess from 2019.... 9,422,028
    e Excess from 2020.... 5,217,180
    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).)
    ROBERT P KOGOD
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    A WIDER CIRCLE
    4808 MOORLAND LANE 802
    BETHESDA,MD20814     		  PC DONATION 5,000
    ABBE MUSEUM
    PO BOX 286
    BAR HARBOR,ME04609     		  PC DONATION 1,000
    ACADIA FAMILY CENTER
    1 FERNALD POINT ROAD PO BOX 807
    SOUTHEAST HARBOR,ME04679     		  PC DONATION 500
    ADAS ISRAEL CONGREGATION
    2850 QUEBEC ST NW
    WASHINGTON,DC200085296     		  PC DONATION 1,000
    ALEF BET MONTESSORI SCHOOL
    11418 OLD GEORGETOWN RD
    N BETHESDA,MD20852     		  PC DONATION 10,000
    AMERICAN COMMITTEE FOR WIEZMANN INSTITUTE OF SCIENCE
    7201 WISCONSIN AVE SUITE 730
    BETHESDA,MD20814     		  PC DONATION 5,000
    AMERICAN ENTERPRISE INSTITUTE
    1150 17TH ST NW
    WASHINGTON,DC20036     		  PC DONATION 10,000
    AMERICAN FRIENDS OF BEIT HATFUTSOT
    633 THIRD AVENUE 21ST FLOOR
    NEW YORK,NY10017     		  PC DONATION 5,000
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    5100 WISCONSIN AVENUE NW SUITE 250
    WASHINGTON,DC20016     		  PC DONATION 10,000
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    500 FIFTH AVE SUITE 2450
    NEW YORK,NY10110     		  PC DONATION 25,000
    AMERICAN JEWISH COMMITTEE
    THE JACOB BLAUSTEIN BLDG 165 E 56TH
    ST 618
    NEW YORK,NY10022     		  PC DONATION 35,000
    AMERICAN UNIVERSITY HILLEL
    4400 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20016     		  PC DONATION 2,500
    AMERICAN UNIVERSITY
    PO BOX 17539
    BALTIMORE,MD21297     		  PC DONATION 7,500
    AMERICANS FOR THE ARTS
    1000 VERMONT AVE NW 6TH FLOOR
    WASHINGTON,DC20005     		  PC DONATION 3,000
    ANTI-DEFAMATION LEAGUE
    1100 CONNECTICUT AVE NW 1020
    WASHINGTON,DC20036     		  PC DONATION 10,000
    ARENA STAGE
    1101 6TH STREET NW
    WASHINGTON,DC20024     		  PC DONATION 500,000
    ATLAS PERFORMING ARTS CENTER
    1333 H STREET NE
    WASHINGTON,DC20002     		  PC DONATION 5,000
    BANK STREET SCHOOL FOR CHILDREN
    610 WEST 112TH ST
    NEW YORK,NY10025     		  PC DONATION 1,000
    BETH SHALOM CONGREGATION
    11825 SEVEN LOCKS RD
    POTOMAC,MD20854     		  PC DONATION 1,000
    BIRTHRIGHT ISRAEL FOUNDATION
    521 FIFTH AVENUE
    NEW YORK,NY10175     		  PC DONATION 25,000
    B'NAI B'RITH INTERNATIONAL
    2020 K STREET NW 7TH FL
    WASHINGTON,DC20006     		  PC DONATION 5,000
    BOWEN-MCCAULEY DANCE
    2016 N WOODSTOCK ST
    ARLINGTON,VA22207     		  PC DONATION 1,000
    BOYS AND GIRLS CLUB OF GREATER WASHINGTON
    8380 COLESVILLE RD SUITE 600
    SILVER SPRING,MD20910     		  PC DONATION 500
    BRAIN & BEHAVIOR RESEARCH FOUNDATION (B & BR)
    90 PARK AVENUE 16TH FLOOR
    NEW YORK,NY10016     		  PC DONATION 5,000
    BREAD FOR THE CITY
    1525 7TH ST NW
    WASHINGTON,DC20001     		  PC DONATION 10,000
    BROOKINGS INSTITUTION
    1775 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  PC DONATION 10,000
    CAPITAL AREA FOOD BANK
    645 TAYLOR ST NE
    WASHINGTON,DC20017     		  PC DONATION 10,000
    CAPITAL CAMPS & RETREAT CENTER
    11300 ROCKVILLE PIKE 407
    ROCKVILLE,MD20852     		  PC DONATION 10,000
    CAPITAL PARTNERS FOR EDUCATION
    2946 UNIVERSITY TERRACE NW
    WASHINGTON,DC20016     		  PC DONATION 1,000
    CENTER FOR INDEPENDENT DOCUMENTARY INC
    1300 SOLDIERS FIELD RD SUITE 4
    BOSTON,MA02135     		  PC DONATION 20,000
    CENTER FOR URBAN PEDAGOGY
    232 THIRD ST NE D201
    BROOKLYN,NY11215     		  PC DONATION 30,000
    CHARLES E SMITH LIFE COMMUNITIES
    6121 MONTROSE RD
    ROCKVILLE,MD20852     		  PC DONATION 102,000
    CHILDREN'S HOSPITAL FOUNDATION
    3020 CHILDRENS WAY MC 5005
    SAN DIEGO,CA921234282     		  PC DONATION 5,000
    CITY YEAR
    285 COLUMBUS AVENUE
    BOSTON,MA02116     		  PC DONATION 10,000
    CIVICORPS SCHOOLS
    101 MYRTLE ST
    OAKLAND,CA94607     		  PC DONATION 20,000
    CLASSIKA-SYNETIC THEATRE
    4041 CAMPBELL AVE
    ARLINGTON,VA22206     		  PC DONATION 25,000
    COLLEGE OF THE ATLANTIC
    105 EDEN STREET
    BAR HARBOR,ME04609     		  PC DONATION 1,001,500
    CONGREGATION EMANU-EL
    ATTN JULIE WEINBERG 2 LAKE ST
    SAN FRANCISO,CA94118     		  PC DONATION 25,000
    CONGREGATION SHOMREI TORAH (SHOMREI)
    2600 BENNETT VALLEY ROAD
    SANTA ROSA,CA95404     		  PC DONATION 5,000
    CONTEMPORARY JEWISH MUSEUM
    736 MISSION ST
    SAN FRANCISCO,CA94103     		  PC DONATION 2,500
    DANA TAI SOON BURGESS DANCE COMPANY
    2745 ARIZONA AVE NW
    WASHINGTON,DC20009     		  PC DONATION 500
    DC ACTION FOR CHILDREN
    1432 K STREET NW 1050
    WASHINGTON,DC20005     		  PC DONATION 1,000
    DEFIANT REQUIEM FOUNDATION
    1201 PENNSYLVANIA AVE NW SUITE
    1117C
    WASHINGTON,DC20004     		  PC DONATION 2,500
    DISTRICT OF COLUMBIA ARTS CENTER
    2438 18TH STREET NW
    WASHINGTON,DC20009     		  PC DONATION 2,000
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
    1529 16TH ST NW
    WASHINGTON,DC20036     		  PC DONATION 310,000
    FOCUS
    250 WEST MAIN ST SUITE 200
    CHARLOTTESVILLE,VA22902     		  PC DONATION 5,000
    FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES
    1725 I STREET NW SUITE 300
    WASHINGTON,DC20006     		  PC DONATION 10,000
    FOUNDATION FOR CONTEMPORARY ARTS
    820 GREENWICH STREET
    NEW YORK,NY10014     		  PC DONATION 10,000
    FOUNDATION FOR JEWISH CAMP
    253 WEST 35TH STREET 4TH FLOOR
    NEW YORK,NY10001     		  PC DONATION 5,000
    FRIENDS OF ACADIA
    PO BOX 45
    BAR HARBOR,ME04609     		  PC DONATION 10,000
    FRIENDS OF OFANIM
    PO BOX 826559
    PHILADELPHIA,PA191826559     		  PC DONATION 5,000
    FRIENDSHIP CIRCLE
    11621 SEVEN LOCKS RD
    POTOMAC,MD20854     		  PC DONATION 500
    FUND FOR MAINE ISLANDS CO COLLEGE OF THE ATLANTIC
    105 EDEN ST
    BAR HARBOR,ME04609     		  PC DONATION 1,000
    GESHER JEWISH DAY SCHOOL
    8900 LITTLE RIVER TURNPIKE
    FAIRFAX,VA22031     		  PC DONATION 12,500
    GREAT HARBOR MARITIME MUSEUM
    PO BOX 145
    NORTHEAST HARBOR,ME04662     		  PC DONATION 100
    GREATER WASHINGTON URBAN LEAGUE
    2901 14TH STREET NW
    WASHINGTON,DC20009     		  PC DONATION 5,000
    HABERMAN INSTITUTE FOR JEWISH STUDIES
    2200 B BALTIMORE RD
    ROCKVILLE,MD20851     		  PC DONATION 5,000
    HARBOR HOUSE COMMUNITY SERVICE CENTER
    PO BOX 836
    SOUTHEAST HARBOR,ME04679     		  PC DONATION 500
    HAYSTACK MOUNTAIN SCHOOL OF CRAFTS
    PO BOX 518
    DEER ISLE,ME04627     		  PC DONATION 500
    HIGHER ACHIEVEMENT
    317 18TH ST NE
    WASHINGTON,DC20002     		  PC DONATION 10,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    800 EIGHTH STREET NW
    WASHINGTON,DC20001     		  PC DONATION 25,000
    HOSPICE OF HANCOCK COUNTY
    29 UNION STREET
    ELLSWORTH,ME04605     		  PC DONATION 500
    HOUSE OF RUTH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005     		  PC DONATION 1,000
    IMPACT ISRAEL
    4340 EAST-WEST HWY SUITE 350 SUITE
    202
    BETHESDA,MD20814     		  PC DONATION 5,000
    ISLAND HOUSING TRUST
    PO BOX 851
    MOUNT DESERT,ME04660     		  PC DONATION 10,000
    ISRAEL PROJECT
    2020 K STREET NW SUITE 7600
    WASHINGTON,DC20006     		  PC DONATION 5,000
    ISRAEL TENNIS CENTERS FOUNDATION
    PO BOX 743044
    ATLANTA,GA30374     		  PC DONATION 1,000
    JAMES RENWICK ALLIANCE
    4405 EAST-WEST HIGHWAY SUITE 510
    BETHESDA,MD20814     		  PC DONATION 5,500
    JCC ASSOCIATION
    520 EIGHTH AVE
    NEW YORK,NY10018     		  PC DONATION 5,000
    JEWISH COMMUNITY CENTER OF GREATER WASHINGTON
    6125 MONTROSE ROAD
    ROCKVILLE,MD20852     		  PC DONATION 5,000
    JEWISH COMMUNITY CENTER OF NORTHERN VA
    8900 LITTLE RIVER TURNPIKE
    FAIRFAX,VA22031     		  PC DONATION 110,000
    JEWISH COMMUNITY CENTER OF SAN FRANCISCO
    3200 CALIFORNIA ST
    SAN FRANCISCO,CA94118     		  PC DONATION 20,000
    JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON
    6101 MONTROSE ROAD SUITE 205
    ROCKVILLE,MD20852     		  PC DONATION 15,000
    JEWISH COUNCIL FOR THE AGING
    11820 PARKLAWN DRIVE 200
    ROCKVILLE,MD20852     		  PC DONATION 12,500
    JEWISH FOUNDATION FOR GROUP HOMES
    1500 EAST JEFFERSON STREET
    ROCKVILLE,MD20852     		  PC DONATION 6,000
    JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON
    PO BOX 791104
    BALTIMORE,MD21279     		  PC DONATION 5,000
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021     		  PC DONATION 2,500
    JEWISH SOCIAL SERVICE AGENCY
    6123 MONTROSE ROAD
    ROCKVILLE,MD20852     		  PC DONATION 10,000
    JILL'S HOUSE
    9011 LEESBURG PIKE
    VIENNA,VA22182     		  PC DONATION 10,000
    JOHN HOPKINS MEDICINE
    100 NORTH CHARLES STR SUITE 336
    BALTIMORE,MD21201     		  PC DONATION 1,000
    JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL
    432 PARK AVENUE SOUTH 15TH FLOOR
    NEW YORK,NY10016     		  PC DONATION 5,000
    KREEGER MUSEUM
    2401 FOXHALL RD NW
    WASHINGTON,DC20007     		  POF DONATION 10,000
    LATIN AMERICAN YOUTH CENTER
    1419 COLUMBIA RD
    WASHINGTON,DC20009     		  PC DONATION 200,000
    LEARNING ALLY
    5225 WISCONSIN AVE NW 312
    WASHINGTON,DC20015     		  PC DONATION 1,000
    MAINE COAST HERITAGE TRUST
    ONE MAINE STREET SUITE 201
    TOPSHAM,ME04086     		  PC DONATION 5,000
    MEMRI (THE MIDDLE EAST MEDIA RESEARCH INSTITUTE)
    1819 L STREET NW FIFTH FLOOR
    WASHINGTON,DC20036     		  PC DONATION 5,000
    MICHELE SUSAN KOGOD MEMORIAL FOUNDATION
    12002 MONTROSE PARK PLACE
    NORTH BETHESDA,MD20852     		  PC DONATION 1,000
    MITCHELL INSTITUTE
    22 MONUMENT SQUARE SUITE 200
    PORTLAND,ME04101     		  PC DONATION 1,000
    MOBILIZATION FOR JUSTICE
    271 MADISON AVE 17TH FLOOR
    NEW YORK,NY10016     		  PC DONATION 1,000
    MOMENT MAGAZINE
    4115 WISCONSIN AVENUE NW SUITE 10
    WASHINGTON,DC20016     		  PC DONATION 2,500
    MOSAIC THEATER COMPANY OF DC
    1333 H STREET NE
    WASHINGTON,DC20002     		  PC DONATION 1,000
    MOUNT DESERT FIRERESCUE ASSOCIATION
    PO BOX 814
    NORTHEAST HARBOR,ME04662     		  PC DONATION 750
    MOUNT DESERT ISLAND HISTORICAL SOCIETY
    PO BOX 653 373 SOUND DRIVE
    MT DESERT,ME04660     		  PC DONATION 250
    MOUNT DESERT NURSING ASSOCIATION
    PO BOX 397
    NORTHEAST HARBOR,ME04662     		  PC DONATION 1,000
    MT DESERT ISLAND HOSPITAL COMMUNITY HEALTH CENTER
    16 COMMUNITY LANE
    SOUTHWEST HARBOR,ME04679     		  PC DONATION 10,000
    MT DESERT LAND & GARDEN PRESERVE ISLAND FOUNDATION
    PO BOX 208
    SEAL HABOR,ME04675     		  PC DONATION 5,000
    N STREET VILLAGE
    1333 N ST NW
    WASHINGTON,DC20005     		  PC DONATION 5,000
    NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP
    440 PARK AVENUE SOUTH 4TH FLOOR
    NEW YORK,NY10016     		  PC DONATION 500
    NATURAL RESOURCE COUNCIL OF MAINE
    3 WADE STREET
    AUGUSTA,ME04330     		  PC DONATION 1,000
    NEIGHBORHOOD HOUSE
    PO BOX 752
    NORTHEAST HARBOR,ME04662     		  PC DONATION 500
    NORTHEAST HARBOR AMBULANCE SERVICE
    PO BOX 122
    NORTHEAST HARBOR,ME04662     		  PC DONATION 500
    NORTHEAST HARBOR LIBRARY
    PO BOX 279
    NORTHEAST HARBOR,ME04662     		  PC DONATION 500
    NORTHEAST HARBOR VILLAGE IMPROVEMENT SOCIETY
    PO BOX 722
    NORTHEAST HARBOR,ME04662     		  PC DONATION 1,000
    OCEANA
    1350 CONNECTICUT AVE NW 5TH FLOOR
    WASHINGTON,DC20036     		  PC DONATION 5,000
    PANIM
    6101 MONTROSE ROAD SUITE 200
    ROCKVILLE,MD20852     		  PC DONATION 10,000
    PHILLIPS COLLECTION
    1600 21ST STREET NW
    WASHINGTON,DC20009     		  PC DONATION 215,675
    RECREATION WISH LIST COMMITTEE
    701 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20032     		  PC DONATION 20,000
    REGINALD S LOURIE CENTER
    12301 ACADEMY WAY
    ROCKVILLE,MD20852     		  PC DONATION 10,000
    RESPECT ABILITY
    4340 EAST-WEST HWY SUITE 350
    BETHESDA,MD20814     		  PC DONATION 500
    ROCKEND ART BARN
    PO BOX 1093
    NORTHEAST HARBOR,ME04662     		  PC DONATION 500
    SAILORS FOR THE SEA
    449 THAMES STREET 300 D
    NEWPORT,RI02840     		  PC DONATION 10,000
    SAINT ANN'S SCHOOL
    129 PIERREPONT STREET
    BROOKLYN,NY11201     		  PC DONATION 45,000
    SAN FRANCISCO FRIENDS SCHOOL
    250 VALENCIA STREET
    SAN FRANCISCO,CA94103     		  PC DONATION 2,500
    SAVE A CHILD'S HEART FOUNDATION USA
    440 PARK AVENUE SOUTH 4TH FLOOR
    NEW YORK,NY10016     		  PC DONATION 5,000
    SAVE THE REDWOODS LEAGUE
    ATTN GEORGIA YOUNG 111 SUTTER ST
    11TH FL
    SAN FRANCISCO,CA94104     		  PC DONATION 25,000
    SCHOODIC INSTITUTE AT ACADIA NATIONAL PARK
    PO BOX 277
    WINTER HARBOR,ME04693     		  PC DONATION 500
    SCHOOL YEAR ABROAD
    439 SOUTH UNION STREET
    LAWRANCE,MA01843     		  PC DONATION 500
    SEAL HARBOR LIBRARY ASSOCIATION
    PO BOX 135
    SEAL HABOR,ME04675     		  PC DONATION 500
    SEAL HARBOR VILLAGE IMPROVEMENT SOCIETY INC
    PO BOX 171
    SEAL HABOR,ME04675     		  PC DONATION 2,000
    SEED FOUNDATION
    1776 MASSACHUSETTS AVE NW 600
    WASHINGTON,DC20036     		  PC DONATION 100,000
    SHAKESPEARE THEATRE
    516 EIGHTH STREET SE
    WASHINGTON,DC20003     		  PC DONATION 200,000
    SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
    475 RIVERSIDE DRIVE SUITE 450
    NEW YORK,NY10115     		  PC DONATION 400,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		  PC DONATION 5,000
    SIGNATURE THEATRE
    4200 CAMPBELL AVE
    ARLINGTON,VA22206     		  PC DONATION 400,000
    SIXTH & I HISTORIC SYNAGOGUE
    600 I STREET NW
    WASHINGTON,DC20001     		  PC DONATION 238,228
    SMITHSONIAN INSTITUTION ARCHIVES OF AMERICAN ART
    SMITHSONIAN INSTITUTE AMERICAN ART
    MUSEUM 1111 N CAPITOL ST NE
    WASHINGTON,DC20078     		  PC DONATION 5,000
    SMITHSONIAN INSTITUTION
    1111 N CAPITOL ST NE
    WASHINGTON,DC20078     		  PC DONATION 30,000
    SOFT POWER HEALTH
    2887 PURCHASE STREET
    PURCHASE,NY10577     		  PC DONATION 5,000
    STOREFRONT FOR ART AND ARCHITECTURE
    97 KENMARE STREET
    NEW YORK,NY10012     		  PC DONATION 7,500
    STUDIO THEATRE
    1501 14TH STREET NW
    WASHINGTON,DC20005     		  PC DONATION 200,000
    SUMMER RESIDENTS ASSOC TOWN OF MT DESERT
    PO BOX 790
    MOUNT DESERT,ME04660     		  PC DONATION 30,000
    THE BAY SCHOOL OF SAN FRANCISCO
    35 KEYES AVE
    SAN FRANCISCO,CA94129     		  PC DONATION 20,000
    THE BEATRIX FARRAND SOCIETY
    PO BOX 111
    MOUNT DESERT,ME04660     		  PC DONATION 1,000
    THE JACKSON LABORATORY
    600 MAIN STREET
    BAR HARBOR,ME04609     		  PC DONATION 10,000
    THE LIFEFLIGHT FOUNDATION
    PO BOX 1007
    UNION,ME04862     		  PC DONATION 5,000
    THEATREWASHINGTON
    2233 WISCONSIN AVENUE NW SUITE 300
    WASHINGTON,DC20007     		  PC DONATION 10,000
    TRINITY UNIVERSITY
    715 STADIUM DR 46 DEPT OF MODERN
    LANGUAGES AND LITERATURES
    SAN ANTONIO,TX782127200     		  PC DONATION 5,000
    TRUST FOR THE NATIONAL MALL
    1300 PENNSYLVANIA AVE NW 370
    WASHINGTON,DC20004     		  PC DONATION 25,000
    UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION
    COLLEGE OF ARTS HUMANITIES 1120
    FRANCIS SCOTT KEY HALL
    COLLEGE PARK,MD20742     		  PC DONATION 10,000
    URBAN INSTITUTE
    2100 M STREET NW
    WASHINGTON,DC20037     		  PC DONATION 10,000
    URBAN LAND INSTITUTE
    625 INDIANA AVENUE N W
    WASHINGTON,DC20004     		  PC DONATION 1,000
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		  PC DONATION 10,000
    VIVIENDAS LEON
    1585 FOLSOM ST
    SAN FRANCISCO,CA94103     		  PC DONATION 20,000
    WASHINGTON BALLET
    3515 WISCONSIN AVE NW
    WASHINGTON,DC20016     		  PC DONATION 1,000
    WASHINGTON INSTITUTE NEAR EAST POLICY
    1828 L STREET NW SUITE 1050
    WASHINGTON,DC20036     		  PC DONATION 15,000
    WASHINGTON PERFORMING ARTS SOCIETY
    2000 L STREET NW SUITE 510
    WASHINGTON,DC20036     		  PC DONATION 10,000
    WASHINGTON TENNIS AND EDUCATION FOUNDATION
    16TH AND KENNEDY STREETS NW
    WASHINGTON,DC20011     		  PC DONATION 5,000
    WESTMORELAND CHILDREN'S CENTER
    5148 MASSACHUSETTS AVENUE
    BETHESDA,MD20816     		  PC DONATION 1,000
    WHITNEY MUSEUM OF AMERICAN ART
    C/O MS COURTNEY BASSET MAJOR GIFT
    OFFICER 945 MADISON AVENUE
    NEW YORK,NY10021     		  PC DONATION 5,000
    WOLFSONIAN - FLORIDA INTERNATIONAL UNIVERSITY
    1001 WASHINGTON AVENUE
    MIAMI BEACH,FL33139     		  PC DONATION 5,000
    WOODROW WILSON CENTER
    1300 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004     		  PC DONATION 6,000
    WOOLLY MAMMOTH THEATRE COMPANY
    641 D STREET NW
    WASHINGTON,DC20004     		  PC DONATION 200,000
    WORLD JEWISH CONGRESS
    501 MADISON AVENUE 17TH FLOOR
    NEW YORK,NY10022     		  PC DONATION 5,000
    YACHAD
    1776 MASSACHUSETTS AVENUE NW SUITE
    810
    WASHINGTON,DC20036     		  PC DONATION 1,000
    Total .................................bullet 3a 5,225,003
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 29  
    4 Dividends and interest from securities....     14 13  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 396,684  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 396,726 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    396,726
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE ROBERT P AND ARLENE R KOGOD FAMILY
    FOUNDATION
    Employer identification number

    54-1813660
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE ROBERT P AND ARLENE R KOGOD FAMILY
    FOUNDATION         		Employer identification number
    54-1813660
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT P KOGOD
    2345 CRYSTAL DRIVE STE 1101
     
    ARLINGTON, VA22202

    		$ 4,207,624


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ARLENE R KOGOD
    2345 CRYSTAL DRIVE STE 1101
     
    ARLINGTON, VA22202

    		$ 457,623


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE ROBERT P AND ARLENE R KOGOD FAMILY
    FOUNDATION         		Employer identification number

    54-1813660
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MARKETABLE EQUITY SECURITIES $ 748,739 2020-06-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MARKETABLE EQUITY SECURITIES $ 748,739 2020-06-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE ROBERT P AND ARLENE R KOGOD FAMILY
    FOUNDATION         		Employer identification number

    54-1813660
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,500 4,750   4,750

    TY 2020 GeneralExplanationAttachment
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Identifier Return Reference Explanation
    CONTRIBUTION FMV/ BOOK DIFFERENCE DETAIL FORM 990-PF, PAGE 2, PART III, LINE 3 A CONTRIBUTION OF 1460 SHARES OF DODGE & COX STUCK FUND WAS RECEIVED BY THE FOUNDATION ON 09/24/2020 AND RECORDED ON THE BOOKS AT A COST BASIS OF $146,423. THE SHARES WERE DISBURSED FROM THE FOUNDATION ON THE SAME DATE (09/24/2020) AND REPORTED ON PAGE 1, LINE 25, USING A FAIR MARKET VALUE OF $238,228. THE DIFFERENCE OF $91,805 HAS BEEN REPORTED AS A NET ASSET ADJUSTMENT.
    CONTRIBUTION FMV/ BOOK DIFFERENCE DETAIL FORM 990-PF, PAGE 2, PART III, LINE 3 A CONTRIBUTION OF 1166 SHARES OF DODGE & COX STUCK FUND WAS RECEIVED BY THE FOUNDATION ON 11/12/2020 AND RECORDED ON THE BOOKS AT A COST BASIS OF $116,938. THE SHARES WERE DISBURSED FROM THE FOUNDATION ON THE SAME DATE (11/12/2020) AND REPORTED ON PAGE 1, LINE 25, USING A FAIR MARKET VALUE OF $215,675. THE DIFFERENCE OF $98,737 HAS BEEN REPORTED AS A NET ASSET ADJUSTMENT.

    TY 2020 OtherExpensesSchedule
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 261 261   0
    MISCELLANEOUS EXPENSES 274 137   137


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Description Amount
    REVERSAL OF 2019 CONTRIBUTION 10,000
    FMV ADJUSTMENT (SEE STATEMENT) 91,805
    FMV ADJUSTMENT (SEE STATEMENT) 98,737


    TY 2020 TaxesSchedule
    Name:
    THE ROBERT P AND ARLENE R KOGOD FAMILY
     
    FOUNDATION
    EIN:
    54-1813660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 13,748 0   0