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
SPM FOUNDATION INC
C/O SUZANNE P MURPHY
Number and street (or P.O. box number if mail is not delivered to street address)8300 BURDETTE RD NO E512
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20817
A Employer identification number

52-2038980
B Telephone number (see instructions)

(301) 968-1321
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$11,472,562J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 82,206 82,206  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,015,415
b Gross sales price for all assets on line 6a 3,797,370
7 Capital gain net income (from Part IV, line 2)... 1,015,415
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)....... Click to see attachment 26,051 26,051  
12 Total. Add lines 1 through 11........ 1,123,672 1,123,672  
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 7,700 7,700   0
c Other professional fees (attach schedule).... Click to see attachment 50,598 50,598   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 209,891 209,891   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 268,189 268,189   0
25 Contributions, gifts, grants paid....... 986,500 986,500
26 Total expenses and disbursements. Add lines 24 and 25 1,254,689 268,189   986,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -131,017
b Net investment income (if negative, enter -0-) 855,483
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............. 224,584 195,290 195,290
2 Savings and temporary cash investments.........      
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)....... 4,510,161 Click to see attachment4,520,790 4,520,790
c Investments—corporate bonds (attach schedule)....... 966,569 Click to see attachment956,482 956,482
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 attachment5,800,000 Click to see attachment5,800,000 Click to see attachment5,800,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,501,314 11,472,562 11,472,562
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........... 11,501,314 11,472,562
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    
29 Total net assets or fund balances (see instructions)..... 11,501,314 11,472,562
30 Total liabilities and net assets/fund balances (see instructions). 11,501,314 11,472,562
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
11,501,314
2
Enter amount from Part I, line 27a .....................
2
-131,017
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
102,265
4
Add lines 1, 2, and 3 ..........................
4
11,472,562
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
11,472,562
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 US BANK #19-5258 P    
b US BANK #19-5258 P    
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 1,842,626   1,872,942 -30,316
b 1,954,744   909,013 1,045,731
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       -30,316
b       1,045,731
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 1,015,415
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 11,891
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 11,891
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 11,891
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,456
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 13,456
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,565
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,565 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
     
    No
    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)
    bulletMD
    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 ofbulletRICHARD A BARSKY CPA Telephone no.bullet (301) 251-0429

    Located atbullet800 KING FARM BLVD SUITE 500ROCKVILLEMD ZIP+4bullet20850
    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
    SUZANNE P MURPHY PRESIDENT
    0.00     		0 0 0
    8300 BURDETTE RD E512
    BETHESDA,MD20817
    JAMIE SUE SCHULTE VICE PRESIDENT
    0.00     		0 0 0
    1402 WEST 52ND STREET
    INDIANAPOLIS,IN46228
    DOUGLAS PULLIAM MCDANIEL SECRETARY
    0.00     		0 0 0
    46 GRAFTON ST
    CHEVY CHASE,MD20815
    MARGARET ANN GOLDSMITH TREASURER
    0.00     		0 0 0
    4450 NORTH MERIDIAN ST
    INDIANAPOLIS,IN46248
    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
    10,012,875
    b
    Average of monthly cash balances.......................
    1b
    210,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,223,396
    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
    10,223,396
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    153,351
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,070,045
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    503,502
    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
    503,502
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,891
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,891
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    491,611
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    491,611
    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
    491,611
    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
    986,500
    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
    986,500
    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
    986,500
    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 7 491,611
    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...... 258,646
    b From 2016...... 278,133
    c From 2017...... 836,060
    d From 2018...... 222,080
    e From 2019...... 504,926
    fTotal of lines 3a through e........ 2,099,845
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 986,500
    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..... 491,611
    e Remaining amount distributed out of corpus 494,889
    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 2,594,734
    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) ...     		258,646
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,336,088
    10 Analysis of line 9:
    a Excess from 2016.... 278,133
    b Excess from 2017.... 836,060
    c Excess from 2018.... 222,080
    d Excess from 2019.... 504,926
    e Excess from 2020.... 494,889
    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).)
    SUZANNE P MURPHY
    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
    ART LEAGUE OF OCEAN CITY
    502 94TH ST
    OCEAN CITY,MD21842     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICES 1,500
    AMERICAN RED CROSS
    441 10TH ST
    INDIANAPOLIS,IN46202     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000
    AVALON THEATER PROJECT
    5612 CONNECTICUT AVE NW
    WASHINGTON,DC20015     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 500
    BEEBE MEDICAL FOUNDATION
    424 SAVANNAH RD
    LEWES,DE19958     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    BETHANY BEACH VFD
    PO BOX 950
    BETHANY BEACH,DE19930     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,500
    BETHESDA CARES
    7728 WOODMONT AVE
    BETHESDA,MD20814     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    BISHOP WALKER SCHOOL FOR BOYS
    1801 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 7,000
    BLESSED SACRAMENT CHURCH
    3630 QUESADA ST NW
    WASHINGTON,DC20015     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    BRAILLE INSTITUTE
    741 N VERMONT AVE
    LOS ANGELES,CA90029     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    CANCER SUPPORT COMMUNITY
    2302 MARTIN LUTHER KING AVE
    WASHINGTON,DC20020     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 8,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 6,000
    CATHOLIC CHARITIES
    924 G ST NW
    WASHINGTON,DC20001     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 25,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    CHEVY CHASE AT HOME
    PO BOX 15102
    CHEVY CHASE,MD20825     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    CHILDREN'S INN AT NIH
    7 WEST DR
    BETHESDA,MD20814     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICES 6,000
    CHILDREN'S MUSEUM OF INDIANAPOLIS
    3000 N MERIDIAN ST
    INDIANAPOLIS,IN46208     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    CHILDRENS NATL HOSPITAL FOUNDATION
    1 INVENTA PLACE
    SILVER SPRING,MD20910     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    CHRIST CHILD SOCIETY
    6110 EXECUTIVE BLVD STE 504
    ROCKVILLE,MD20852     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    CLUB FOUNDATION
    8500 RIVER RD
    BETHESDA,MD20817     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICES 2,000
    COAST GUARD FOUNDATION
    394 TAUGWONK RD
    STONINGTON,CT06378     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICES 4,000
    COMPASS REGIONAL HOSPICE
    160 COURSEVALL DR
    CENTERVILLE,MD21617     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    CORNERSTONE SCHOOL
    3742 ELY PL SE
    WASHINGTON,DC20019     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 15,000
    CRAINE HOUSE
    6130 MICHIGAN RD
    INDIANAPOLIS,IN46228     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICES 10,000
    DEPAUW UNIVERSITY
    PO BOX 37
    INDIANAPOLIS,IN46135     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICES 10,000
    DRESS FOR SUCCESS
    850 N MERIDIAN ST
    INDIANAPOLIS,IN46202     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000
    FISHER HOUSE FOUNDATION
    PO BOX 2229
    ROCKVILLE,MD20847     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    FOLDS OF HONOR
    DEPT 13
    TULSA,OK74182     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    FORD'S THEATER
    511 10TH ST NW
    WASHINGTON,DC20004     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 20,000
    GEORGETOWN VISITATION
    1524 THIRTY-FIFTH ST NW
    WASHINGTON,DC20007     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,500
    GLOWMEDIA
    2712 35TH PLACE NW
    WASHINGTON,DC20007     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    GW HEART & VASCULAR INSTITUTE
    2150 PENNSYLVANIA AVE NW
    WASHINGTON,DC20037     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    HOMELESS CHILDREN'S PLAYTIME PROJECT
    1525 NEWTON ST NW
    WASHINGTON,DC20010     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    HOPE CONNECTIONS FOR CANCER SUPPORT
    10100 LAUREATE WAY
    BETHESDA,MD20814     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    HOUSE OF HOPE MD
    14500 NEW HAMPSHIRE AVE
    SILVER SPRING,MD20904     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    HOUSE OF RUTH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    INDIAN RIVER HABITAT FOR HUMANITY
    4568 N US HWY 1
    VERO BEACH,FL32967     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 20,000
    INDIANAPOLIS ART MUSEUM
    4000 N MICHIGAN RD
    INDIANAPOLIS,IN46208     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICESSUPPORT SERVICES 5,000
    INDIANAPOLIS SUZUKI ACADEMY
    3959 CENTRAL AVE
    INDIANAPOLIS,IN46205     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    INDIANAPOLIS ZOO
    1200 W WASHINGTON ST
    INDIANAPOLIS,IN46222     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 20,000
    INTERFAITH WORKS
    114 W MONTGOMERY AVE
    ROCKVILLE,MD20850     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICESSUPPORT SERVICES 4,000
    JUBILEE FOUNDATION
    10408 MONTGOMERY AVE
    KENSINGTON,MD20895     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    KAMUKAMA FOUNDATION
    PO BOX 5929
    AUSTIN,TX78763     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    KIDS IN NEED DISTRIBUTORS
    6917 ARLINGTON BLVD
    BETHESDA,MD20814     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    LEUKEMIA AND LYMPHOMA SOCIETY
    11550 N MERIDIAN ST STE 115
    CARMEL,IN46032     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 16,000
    LEVELING THE PLAYING FIELD
    9170 BROOKVILLE RD
    SILVER SPRING,MD20910     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    LIFELINE CONNECT
    PO BOX 3332
    URBANA,IL61803     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 53,000
    LITTLE FLOWER CHURCH
    5607 MASSACHUSETTS AVE
    BETHESDA,MD20816     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    LITTLE SISTERS OF THE POOR
    4200 HAREWOOD RD NE
    WASHINGTON,DC20017     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 9,000
    LOLLIPOP KIDS FOUNDATION
    7901 BEECHCRAFT AVE
    GAITHERSBURG,MD20879     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    MADISON HOUSE AUTISM FOUNDATION
    611 ROCKVILLE PIKE
    ROCKVILLE,MD20852     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    MAKE A WISH FOUNDATION
    6555 ROCK SPRING DR
    BETHESDA,MD20816     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    MAKIAH'S HOPE FOUNDATION
    1 WEST PINE CT
    ST LOUIS,MO63108     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 252,500
    MANNA FOOD CENTER
    12301 OLD COLUMBIA PIKE
    SILVER SPRING,MD20904     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    MATER DEI SCHOOL
    9600 SEVEN LOCKS RD
    BETHESDA,MD20817     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    MCKEE GARDENS
    350 US HGY 1
    VERO BEACH,FL32962     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000
    MD ANDERSON CANCER CENTER
    PO BOX 301439
    HOUSTON,TX77230     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICESSUPPORT SERVICES 3,000
    MONSIGNOR SMYTH FUND
    3630 QUESADA ST NW
    WASHINGTON,DC20015     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    MONTGOMERY COUNTRYSIDE ALLIANCE
    PO BOX 24
    POOLESIVLLE,MD20837     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    MONTGOMERY COUNTY COALITION FOR HOMELESS
    405 E GUDE DR
    ROCKVILLE,MD20850     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    MONTGOMERY COUNTY HUMANE SOCIETY
    601 S STONESTREET AVE
    ROCKVILLE,MD20850     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    MOORINGS EDUCATIONAL FUND
    100 HARBOUR DR
    VERO BEACH,FL32963     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    NATIONAL CENTER FOR CHILDREN AND FAMILIES
    6301 GREENTREE RD
    BETHESDA,MD20817     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    NATL ALLIANCE ON MENTAL ILLNESS
    10632 LITTLE PATUXENT PKWY
    COLUMBIA,MD21044     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    NORTHMINSTER PRESBYTERIAN CHURCH
    1660 KESSLER BLVD EAST DR
    INDIANAPOLIS,IN46220     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    ONE LOVE FOUNDATION
    46 PONDERFIELD RD
    BRONXVILLE,NY10708     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    OPEN ARMS HOME FOR CHILDREN
    PO BOX 2198
    LITCHFIELD PARK,AZ85340     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    OPERATION SECOND CHANCE
    20251 CENTURY BLVD
    GERMANTOWN,MD20874     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    POOR ROBERTS MISSION
    9436 TOBIN CIRCLE
    POTOMAC,MD20854     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    PURDUE POLYTECHNIC HIGH SCHOOL
    3029 E WASHINGTON ST
    INDIANAPOLIS,IN46201     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    RAINBOW PLACE
    215 W MONTGOMERY AVE
    ROCKVILLE,MD20850     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    REHOBETH ART LEAGUE
    12 DODDS LANE
    REHOBOTH BEACH,DE19971     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICES 500
    RILEY FOUNDATION
    30 S MERIDIAN ST STE 200
    INDIANAPOLIS,IN46204     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 25,000
    ROCK CREEK CONSERVANCY
    7200 WISCONSIN AVE
    BETHESDA,MD20814     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    ROUNDHOUSE THEATER
    4545 EAST WEST HWY
    BETHESDA,MD20814     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    SALVATION ARMY
    PO BOX 3570
    WASHINGTON,DC20027     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    SECOND CHANCE WILDLIFE RESCUE
    7101 BARCELLONA DR
    GAITHERSBURG,MD20879     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    SERVANT LEADERSHIP SEMINAR
    10409 FAWCETT ST
    KENSINGTON,MD20895     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    SHEPHERD FOUNDATION
    PO BOX 50
    KENSINGTON,MD20895     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    SHREWSBURY PARISH CHURCH
    12824 SHREWSBURY CHURCH RD
    KENNEDYVILLE,MD21645     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    SOUTH COASTAL LIBRARY
    43 KENT ST
    BETHANY BEACH,DE19930     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    SOUTHEASTERN GUIDE DOGS
    4210 77TH ST EAST
    PALMETTO,FL34221     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    SPECIAL OLYMPICS MD
    PO BOX 2157
    BALTIMORE,MD21203     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    ST ANN'S CENTER FOR CHILDREN
    4901 EASTERN AVE
    HYATTSVILLE,MD20782     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 19,500
    ST COLETTA OF GREATER WASHINGTON
    1901 INDEPENDENCE AVE SE
    WASHINGTON,DC20003     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    ST JOSEPH'S HOUSE
    1505 CODY DR
    SILVER SPRING,MD20902     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    ST PAUL'S EPISCOPAL CHURCH
    6050 N MERIDIAN ST
    INDIANAPOLIS,IN46208     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    STAR OF HOPE
    PO BOX 427
    ELLINWOOD,KS67526     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    STEPPING STONE SHELTER
    1070 COPPERSTONE CT
    ROCKVILLE,MD20852     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    SUBURBAN HOSPITAL FOUNDATION
    8600 OLD GEORGETOWN RD
    BETHESDA,MD20814     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    SUNFLOWER BAKERY
    5951 HALPINE RD
    ROCKVILLE,MD20851     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    SYCAMORE SCHOOL
    1750 W 64TH ST
    INDIANAPOLIS,IN46260     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 30,000
    THE SOURCE
    PO BOX 2458
    VERO BEACH,FL32961     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    TREEHOUSE CAC
    7300 CALHOUN PL
    ROCKVILLE,MD20855     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    WASHINGTON JESUIT ACADEMY
    900 VARNUM ST NE
    WASHINGTON,DC20017     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 7,000
    WASHINGTON MIDDLE SCHOOL FOR GIRLS
    1901 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 7,000
    WASHINGTON TOWNSHIP SCHOOLS FOUNDATION
    8550 WOODFIELD CROSSING BLVD
    INDIANAPOLIS,IN46240     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    WIDER CIRCLE
    10325 KENSINGTON PKWY STE 70
    KENSINGTON,MD20895     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 3,000
    WOMEN'S FUND
    619 N ALABAMA ST STE 119
    INDIANAPOLIS,IN46204     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 15,000
    WOODSTOCK FOUNDATION
    1301 WEST 38TH ST
    INDIANAPOLIS,IN46208     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 22,500
    WOUNDED WARRIOR PROJECT
    PO BOX 758514
    TOPEKA,KS66675     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    YELLOW RIBBON FUND
    PO BOX 41048
    BETHESDA,MD20824     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 6,000
    YOUTH ART OF HEALING
    PO BOX 30183
    BETHESDA,MD20824     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 4,000
    BCC RESCUE SQUAD
    PO BOX 342360
    BETHESDA,MD20827     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    PEGGY ADAMS ANIMAL RESUCE
    3200 N MILITARY TRAIL
    WEST PALM BEACH,FL33409     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICESSUPPORT SERVICES 1,000
    DELAWARE SEASHORE PRESERVATION
    PO BOX 981
    OCEAN VIEW,DE19970     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    ATLANIC CLASSICAL ORCHESTRA
    425 AVENUE A STE 301
    FORT PIERCE,FL34950     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    IMPACT 100
    PO BOX 40531
    INDIANAPOLIS,IN46240     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000
    LAKE MAX ENVIRONMENTAL COUNCIL
    116 N MAIN ST
    CULVER,IN46511     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    RILEY CHILDREN'S FOUNDATION
    30 S MERIDIAN ST STE 200
    INDIANAPOLIS,IN46204     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    WOMEN FOR RILEY
    30 S MERIDIAN ST STE 200
    INDIANAPOLIS,IN46204     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000
    GOODWILL OF CENTRAL INDIANA
    1635 W MICHIGAN ST
    INDIANAPOLIS,IN46222     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 15,000
    BIG BROTHERSBIG SISTERS
    1433 N MERIDIAN ST
    INDIANAPOLIS,IN46202     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 15,000
    FAIRBANKS HOSPITAL
    8102 CLEARVISTA PKWY
    INDIANAPOLIS,IN46256     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    SAVE THE CHIMPS
    PO BOX 12220
    FORT PIERCE,FL34979     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    AMERICAN PIANISTS ASSN
    4603 CLARENDON RD
    INDIANAPOLIS,IN46208     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    VERO ART MUSEUM
    3001 RIVERSIDE PARK DR
    VERO BEACH,FL32963     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    TED EVANS MUSIC THERAPY FUND
    30 S MERIDIAN ST STE 200
    INDIANAPOLIS,IN46204     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 10,000
    CHILDREN'S NATIONAL HOSPITAL FOUNDATION
    1 INVENTA PLACE
    SILVER SPRING,MD20910     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    JOHNS HOPKINS
    3400 N CHARLES ST
    BALTIMORE,MD21218     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    RED WIGGLER FARM FOUNDATION
    23400 RIDGE RD
    GERMANTOWN,MD20876     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    ASHES2ART
    1303 CARPERS FARM WAY
    VIENNA,VA22182     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    BERNIE SCHOLARSHIP AWARDS PROGRAM
    PO BOX 2514
    ROCKVILLE,MD20847     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 1,000
    TOYS FOR TOTS MONTGOMERY COUNTY
    12867 SAGE TERR
    GERMANTOWN,MD20874     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    STAR GAZING FARM
    16760 WHITES STORE RD
    BOYDS,MD20841     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    GREG GANNON FOOD DRIVE
    3211 ROLLING RD
    CHEVY CHASE,MD20815     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    200 VESSEY ST
    NEW YORK,NY10281     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    CARINGMATTERS
    518 S FREDERICK AVE
    GAITHERSBURG,MD20877     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    HOUSING UNLIMITED
    12125 VEIRS MILL RD
    SILVER SPRING,MD20906     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    MERCY HEALTH CLINIC
    7 METROPOLITAN CT
    GAITHERSBURG,MD20878     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    CATHOLIC RELIEF SERVICES
    228 LEXINGTON ST
    BALTIMORE,MD21201     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    FIGHT FOR DIABETES CURE
    10524 DETRICK AVE 1ST FL
    KENSINGTON,MD20895     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    JOHNS HOPKINS BRADY INSTITUTE
    600 N WOLFE ST
    BALTIMORE,MD21287     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    OPERATION HOMEFRONT
    1600 WILSON BLVD
    ARLINGTON,VA22209     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 6,000
    INDIANAPOLIS RIGHT TO LIFE
    1060 E 86TH ST
    INDIANAPOLIS,IN46240     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,500
    SEEING EYE
    1 SEEING EYE WAY
    MORRISTOWN,NJ07962     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 2,000
    SPRING MILL BIBLE CAMP
    2830 N-6
    MITCHELL,IN47446     		  SEC 501(C)(3) EXEMPT SUPPORT SERVICES 5,000
    Total .................................bullet 3a 986,500
    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 ...........     		         
    4 Dividends and interest from securities....         82,206
    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.....         26,051
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        1,015,415
    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 0 1,123,672
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,123,672
    (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.)
    3 THE CORPORATION USES AND APPLIES IT'S INCOME AND PRINCIPAL
    4 ASSETS TO MAKE GIFTS, GRANTS AND CONTRIBUTIONS EXCLUSIVELY
    7 FOR CHARITABLE, SCIENTIFIC, LITERARY, ARTISTIC AND
    8 EDUCATIONAL PURPOSES.
    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:
    SPM FOUNDATION INC
     
    C/O SUZANNE P MURPHY
    EIN:
    52-2038980
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX PREPARATION 7,700 7,700   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SPM FOUNDATION INC
     
    C/O SUZANNE P MURPHY
    EIN:
    52-2038980
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SPDR INTERMED TERM CORP BOND 557,700 557,700
    BLACKROCK ULTRA SHORT TERM BOND ETF 176,820 176,820
    ISHARES ESG ADVANCED 221,962 221,962

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SPM FOUNDATION INC
     
    C/O SUZANNE P MURPHY
    EIN:
    52-2038980
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES S&P 500 ETF 2,129,209 2,129,209
    SP MSCI USA STRATEGIC 181,569 181,569
    INVESCVO SP 500 EQUAL WT ETF 153,048 153,048
    VISA 328,095 328,095
    MICROCHIP TECHNOLOGY 511,007 511,007
    ISHARES CORE SP SMALL CAP 431,471 431,471
    ISHARES MSCI EAFE GROWTH 582,755 582,755
    ISHARES US TECHNOLOGY BRKTHR 203,636 203,636

    TY 2020 OtherAssetsSchedule
    Name:
    SPM FOUNDATION INC
     
    C/O SUZANNE P MURPHY
    EIN:
    52-2038980
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    REAL ESTATE INVESTMENT 5,800,000 5,800,000 5,800,000


    TY 2020 OtherExpensesSchedule
    Name:
    SPM FOUNDATION INC
     
    C/O SUZANNE P MURPHY
    EIN:
    52-2038980
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE INVESTMENT EXPENSES 209,891 209,891   0


    TY 2020 OtherIncomeSchedule2
    Name:
    SPM FOUNDATION INC
     
    C/O SUZANNE P MURPHY
    EIN:
    52-2038980
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RENTAL INCOME-POTOMAC LAND 26,051 26,051 26,051


    TY 2020 OtherIncreasesSchedule
    Name:
    SPM FOUNDATION INC
     
    C/O SUZANNE P MURPHY
    EIN:
    52-2038980
    Description Amount
    UNREALIZED GAINS/LOSSES ON INVESTMENTS 102,265


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SPM FOUNDATION INC
     
    C/O SUZANNE P MURPHY
    EIN:
    52-2038980
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT COUNSEL FEES 49,893 49,893   0
    OTHER 705 705   0