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
THE LOIS AND RICHARD ENGLAND FOUNDATION
INC C/O RICHARD ENGLAND JR
Number and street (or P.O. box number if mail is not delivered to street address)3 BETHESDA METRO CENTER NO 960
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

52-1691418
B Telephone number (see instructions)

(301) 657-7737
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$86,563,225J 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) 1,974,919
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,325 2,325  
4 Dividends and interest from securities... 917,676 915,807  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,297,832
b Gross sales price for all assets on line 6a 5,113,558
7 Capital gain net income (from Part IV, line 2)... 1,297,832
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 36,020 29,430  
12 Total. Add lines 1 through 11........ 4,228,772 2,245,394  
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)......... Click to see attachment 46,438 13,627   32,811
b Accounting fees (attach schedule)....... Click to see attachment 13,957 5,479   6,979
c Other professional fees (attach schedule).... Click to see attachment 681,377 485,716   195,661
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 70,034 10,034   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 35,845 0   35,845
21 Travel, conferences, and meetings....... 572 0   572
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,450 37   18,413
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 866,673 514,893   290,281
25 Contributions, gifts, grants paid....... 3,623,339 3,623,339
26 Total expenses and disbursements. Add lines 24 and 25 4,490,012 514,893   3,913,620
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -261,240
b Net investment income (if negative, enter -0-) 1,730,501
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......... 2,254,030 598,152 598,152
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)....... 57,749,723 Click to see attachment58,482,151 78,179,221
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).......... 5,034,665 Click to see attachment5,721,875 7,785,852
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) 65,038,418 64,802,178 86,563,225
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 65,038,418 64,802,178
29 Total net assets or fund balances (see instructions)..... 65,038,418 64,802,178
30 Total liabilities and net assets/fund balances (see instructions). 65,038,418 64,802,178
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
65,038,418
2
Enter amount from Part I, line 27a .....................
2
-261,240
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
25,000
4
Add lines 1, 2, and 3 ..........................
4
64,802,178
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
64,802,178
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 PARTNERSHIP INVESTMENT K-1 P 2019-01-01 2020-12-31
b CHARLES SCHWAB # 1810 LT   2019-01-01 2020-12-31
c CHARLES SCHWAB # 1810 ST   2020-01-01 2020-12-31
d CHARLES SCHWAB # 2561 LT   2019-01-01 2020-12-31
e RAYMOND JAMES & ASSOC. ST   2020-01-01 2020-12-31
RAYMOND JAMES & ASSOC. LT   2019-01-01 2020-12-31
TWEEDY BROWN ST   2020-03-13 2020-04-17
TWEEDY BROWN LT   2018-10-24 2020-05-15
STATE OF ISRAEL P 2017-08-01 2020-08-01
DF DENT ST   2019-11-14 2020-04-14
DF DENT LT   2018-12-06 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -25,919
b 2,154,543   1,381,108 773,435
c 22,187   25,600 -3,413
d 74,747   88,006 -13,259
e 243,151   157,639 85,512
1,080,887   1,291,487 -210,600
33,392   50,021 -16,629
177,777   374,862 -197,085
100,000   100,000 0
44,240   67,344 -23,104
509,826   253,740 256,086
672,808     672,808
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       -25,919
b       773,435
c       -3,413
d       -13,259
e       85,512
      -210,600
      -16,629
      -197,085
      0
      -23,104
      256,086
      672,808
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 1,297,832
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 24,054
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 24,054
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 24,054
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 37,453
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 52,453
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 160
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 28,239
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet28,239 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 ofbulletTHE ORGANIZATION Telephone no.bullet (301) 657-7737

    Located atbullet3 BETHESDA METRO CENTER NO 960BETHESDAMD ZIP+4bullet20814
    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
     
    No
    ........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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
    RICHARD ENGLAND JR PRESIDENT
    10.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    NONIE AKMAN VICE PRESIDENT
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    JUSTINE ENGLAND BOARD MEMBER
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    DIANA ENGLAND BOARD MEMBER
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    ALEXANDER ENGLAND BOARD MEMBER
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    EVAN PEUGH BOARD MEMBER
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    LEAH GELB SECRETARY
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    SARA AKMAN LANGE BOARD MEMBER
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    JONATHAN AKMAN TREASURER
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    ALEX AKMAN BOARD MEMBER
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    ERIN GISTARO BOARD MEMBER
    2.00     		0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    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
    SANDRA KATZ CONSULTING 101,880
    1639 MARTHA TERRACE
    ROCKVILLE,MD20852
    SARC CONSULTING LLC CONSULTING 86,961
    2238 NORTH ILLINOIS ST
    ARLINGTON,VA22205
    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
    71,250,450
    b
    Average of monthly cash balances.......................
    1b
    1,125,865
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,166,491
    d
    Total (add lines 1a, b, and c).........................
    1d
    75,542,806
    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
    75,542,806
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,133,142
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    74,409,664
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,720,483
    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
    3,720,483
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    24,054
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,054
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,696,429
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,000
    5
    Add lines 3 and 4............................
    5
    3,721,429
    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
    3,721,429
    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
    3,913,620
    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
    3,913,620
    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
    3,913,620
    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 3,721,429
    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......  
    b From 2016...... 75,643
    c From 2017...... 11,988
    d From 2018...... 1,938,733
    e From 2019......  
    fTotal of lines 3a through e........ 2,026,364
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,913,620
    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..... 3,721,429
    e Remaining amount distributed out of corpus 192,191
    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 2,218,555
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,218,555
    10 Analysis of line 9:
    a Excess from 2016.... 75,643
    b Excess from 2017.... 11,988
    c Excess from 2018.... 1,938,733
    d Excess from 2019....  
    e Excess from 2020.... 192,191
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    RICHARD ENGLAND
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    (301) 657-7737
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING; INCLUDE AN ANNUAL REPORT, A COPY OF THE IRS DETERMINATION LETTER AND ANY OTHER LITERATURE/INFORMATION RELATED TO THE ORGANIZATION.
    cAny submission deadlines:
    FALL AND SPRING
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL TAX-EXEMPT PURPOSES; THE ORGANIZATION MUST BE ORGANIZED IN THE US OR ANY OF ITS POSSESSIONS, AND ANY GRANTS OR GIFTS TO THE ORGANIZATON MUST BE USED WITHIN THE US OR ANY OF ITS POSSESSIONS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		  PUBLIC CHARITY GENERAL MISSION 1,000
    AMERICAN JEWISH COMMITTEE
    1156 15TH STREET NW
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 65,000
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET
    NEW YORK,NY10018     		  PUBLIC CHARITY GENERAL MISSION 5,000
    ANTI-DEFAMATION LEAGUE
    1100 CONNECTICUT AVENUE NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 75,000
    ARENA STAGE
    1101 6TH ST SW
    WASHINGTON,DC20024     		  PUBLIC CHARITY GENERAL MISSION 5,000
    ARTS FORWARD FISCAL AGENT GWCF
    1325 G STREET NW SUITE 480
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 100,000
    AVODAH
    1886 12TH STREET NW 3RD FLOOR
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 20,000
    AYUDA
    1413 K STREET NW STE 500
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 2,500
    BAIL PROJECT
    PO BOX 102592
    PASADENA,CA91189     		  PUBLIC CHARITY GENERAL MISSION 500
    BREAD FOR THE CITY
    1525 7TH STREET NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 82,500
    BUILDING BRIDGES ACROOS THE RIVER
    1901 MISSISSIPPI AVENUE SE SUITE
    101
    WASHINGTON,DC20020     		  PUBLIC CHARITY GENERAL MISSION 100,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		  PUBLIC CHARITY GENERAL MISSION 54,000
    CAPITAL AREA IMMIGRANTS RIGHTS COALITION
    1612 K ST NW
    WASHINGTON,DC20006     		  PUBLIC CHARITY GENERAL MISSION 25,000
    CATALOGUE FOR PHILANTHROPY
    10 G ST
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 5,000
    CELEBRATION OF PHILANTHROPY
    900 BESTGATE ROAD SUITE 400
    ANNAPOLIS,MD21403     		  PUBLIC CHARITY GENERAL MISSION 5,000
    CENTER FOR INSPIRED TEACHING
    1436 U ST NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 25,000
    CENTER FOR REPRODUCTIVE RIGHTS
    1634 EYE STREET NW
    WASHINGTON,DC20006     		  PUBLIC CHARITY GENERAL MISSION 25,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		  PUBLIC CHARITY GENERAL MISSION 2,000
    CHILDREN'S LAW CENTER
    501 3RD ST NW 800
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 25,000
    CITY DANCE
    4000 ALBEMARLE ST NW SUITE 304
    WASHINGTON,DC20016     		  PUBLIC CHARITY GENERAL MISSION 2,500
    COLLABORATIVE FOR JEWISH ORGANIZING
    1100 H ST NW SUITE 630
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 25,000
    COMMUNITY OF HOPE
    4 ATLANTIC ST NW
    WASHINGTON,DC20032     		  PUBLIC CHARITY GENERAL MISSION 57,500
    COMMUNITY SERVINGS INC
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		  PUBLIC CHARITY GENERAL MISSION 2,000
    CRITICAL EXPOSURE
    1816 12TH ST NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 20,000
    DANA FABER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02215     		  PUBLIC CHARITY GENERAL MISSION 25,000
    DC ACTION FOR CHILDREN
    1400 16TH STREET NW SUITE 740
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 35,000
    DC CENTRAL KITCHEN
    425 2ND ST NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 52,500
    DC COLLEGE SUCCESS FOUNDATION
    1805 7TH STREET NW SUITE 500
    WASHINGTON,DC20003     		  PUBLIC CHARITY GENERAL MISSION 35,000
    DC GREENS
    2000 P ST NW SUITE 240
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 37,500
    DC KITCHEN
    425 2ND ST NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 30,000
    DC SCORES
    1224 M STREET NW SUITE 200
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 35,000
    DIVERSE CITY FUND
    518 KENNEDY STREET NW
    WASHINGTON,DC20011     		  PUBLIC CHARITY GENERAL MISSION 16,000
    ECONOMIC EMPOWERMENT FOR WOMEN PEF ISRAEL ENDOWMENT
    630 THIRD AVENUE SUITE 1501
    NEW YORK,NY10017     		  PUBLIC CHARITY GENERAL MISSION 7,500
    EDUCATION FORWARD DC
    1805 7TH ST NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 50,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		  PUBLIC CHARITY GENERAL MISSION 3,000
    FRANCIS SCOTT KEY ELEMENTARY SCHOOL PTA
    5002 DANA PL NW WASHINGTON
    WASHINGTON,DC20017     		  PUBLIC CHARITY GENERAL MISSION 3,000
    GOODWILL EXCEL CENTER
    1015 NORWOOD PARK BLVD
    AUSTIN,TX78753     		  PUBLIC CHARITY GENERAL MISSION 25,000
    GOODWILL OF GREATER WASHINGTON
    1140 3RD STREET NE SUITE 350
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 2,500
    GRAMMY MUSEUM FOUNDATION
    800 W OLYMPIC BLVD
    LOS ANGELES,CA90015     		  PUBLIC CHARITY GENERAL MISSION 10,500
    GREATER WASHINGTON COMMUNITY FUND
    1325 G STREET NW SUITE 480
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 100,000
    HIGHER ACHIEVEMENT
    317 8TH STREET NE
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 50,000
    HUNTINGTON THEATRE COMPANY
    560 HARRISON AVENUE
    BOSTON,MA02118     		  PUBLIC CHARITY GENERAL MISSION 1,000
    IMAGINATION STAGE
    4908 AUBURN AVE
    BETHESDA,MD20814     		  PUBLIC CHARITY GENERAL MISSION 1,000
    IONA
    175 NORTH AVE
    NEW ROCHELLE,NY10801     		  PUBLIC CHARITY GENERAL MISSION 100,000
    ISRAELI ARAB TASK FORCE
    711 THIRD AVENUE
    NEW YORK,NY10017     		  PUBLIC CHARITY GENERAL MISSION 3,600
    ISRAELI RELIGIOUS ACTION CENTER - DCJJ
    1529 SIXTEENTH STREET NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 55,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD SUITE 100
    NORTH BETHESDA,MD20852     		  PUBLIC CHARITY GENERAL MISSION 165,000
    JEWISH SOCIAL SERVICES
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850     		  PUBLIC CHARITY GENERAL MISSION 67,500
    JEWS UNITED FOR JUSTICE
    1633 CONNECTICUT AVENUE NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 55,000
    KAV MASHVE
    PO BOX 33699
      HAIFA  
    IS     		  FOREIGN GENERAL MISSION 7,500
    KENNEDY CENTER
    2700 F ST NW
    WASHINGTON,DC20566     		  PUBLIC CHARITY GENERAL MISSION 12,500
    LATIN AMERICAN YOUTH CENTER
    1419 COLUMBIA ROAD NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 52,500
    LIFE PIECES TO MASTERPIECES
    5600 EADS STREET NE
    WASHINGTON,DC20019     		  PUBLIC CHARITY GENERAL MISSION 22,500
    LITERACY LABDC READING CORPS
    1003 K ST NW STE 500
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 30,000
    LYMPHOMA & LEUKEMIA SOCIETY
    507 CAPITOL CT NE
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 25,000
    MARTHA'S TABLE
    2375 ELVANS RD SE
    WASHINGTON,DC20020     		  PUBLIC CHARITY GENERAL MISSION 59,000
    MARY'S CENTER
    344 UNIVERSITY BLVD WEST
    SILVER SPRING,MD20901     		  PUBLIC CHARITY GENERAL MISSION 55,000
    MEDSTAR GEOGETOWN HOSPITALCENTER FOR INNOVATION
    2115 WISCONSIN AVENUE NW
    WASHINGTON,DC20007     		  PUBLIC CHARITY GENERAL MISSION 35,000
    MICHAEL J FOX FOUNDATION
    PO BOX 4777
    NEW YORK,NY10163     		  PUBLIC CHARITY GENERAL MISSION 75,000
    MIRIAM'S KITCHEN
    2401 VIRGINIA AVE NW
    WASHINGTON,DC20037     		  PUBLIC CHARITY GENERAL MISSION 27,500
    MONTGOMERY FOOD COUNCIL
    4825 CORDELL AVENUE SUITE 204
    BETHESDA,MD20814     		  PUBLIC CHARITY GENERAL MISSION 2,000
    MONTGOMERY HOSPICE
    1355 PICCARD DR STE 100
    ROCKVILLE,MD20850     		  PUBLIC CHARITY GENERAL MISSION 57,500
    MULTICULTURAL CAREER INTERN PROGRAM-BELL
    3101 16TH ST NW
    WASHINGTON,DC20010     		  PUBLIC CHARITY GENERAL MISSION 75,000
    NATIONAL MUSEUM AFRICAN AMERICAN HISTORY
    1400 CONSTITUTION AVE NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 10,000
    NEW ISRAEL FUNDANU
    330 SEVENTH AVENUE 11TH FLOOR
    NEW YORK,NY10001     		  PUBLIC CHARITY GENERAL MISSION 7,500
    NEW ISRAEL FUNDASSOCIATION OF CIVIL RIGHTS IN ISRAEL
    330 SEVENTH AVENUE 11TH FLOOR
    NEW YORK,NY10001     		  PUBLIC CHARITY GENERAL MISSION 15,000
    NEW ISRAEL FUNDNEW ISRAEL FUND
    330 SEVENTH AVENUE 11TH FLOOR
    NEW YORK,NY10001     		  PUBLIC CHARITY GENERAL MISSION 25,000
    NEW ISRAEL FUNDTSOFEN
    330 SEVENTH AVENUE 11TH FLOOR
    NEW YORK,NY10001     		  PUBLIC CHARITY GENERAL MISSION 7,500
    ONE WORLD EDUCATION
    1800 KENYON STREET NW
    WASHINGTON,DC20010     		  PUBLIC CHARITY GENERAL MISSION 25,000
    OPEN GOAL PROJECT
    1300 VAN BUREN ST NW
    WASHINGTON,DC20012     		  PUBLIC CHARITY GENERAL MISSION 2,500
    PEACE PLAYERS MIDDLE EAST
    1200 NEW HAMPSHIRE AVE NW SUITE 875
    WASHIGNTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 2,500
    PEF ENDOWMENT FUNDJASMINE
    630 THIRD AVENUE SUITE 1501
    NEW YORK,NY10017     		  PUBLIC CHARITY GENERAL MISSION 7,500
    PHILLIPS COLLECTION
    1600 21ST ST NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 20,000
    PLANNED PARENTHOOD-METRO WASHINGTON
    1225 4TH ST NE
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 82,500
    POSSE FOUNDATION
    14 WALL ST STE 8A
    NEW YORK,NY10005     		  PUBLIC CHARITY GENERAL MISSION 30,000
    PROGEORGIA
    1530 DEKALB AVE NE STE A
    ATLANTA,GA303072175     		  PUBLIC CHARITY GENERAL MISSION 30,000
    PROJECT CREATE
    2208 MARTIN LUTHER KING JR AVE SE
    WASHINGTON,DC20020     		  PUBLIC CHARITY GENERAL MISSION 20,000
    REACH INC
    729 8TH STREET SE
    WASHINGTON,DC20003     		  PUBLIC CHARITY GENERAL MISSION 40,000
    ROCK THE VOTE
    1440 G STREET
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 100,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		  PUBLIC CHARITY GENERAL MISSION 500
    SIKKUY
    77 ALLENBY ROAD
      HAIFA  
    IS     		  FOREIGN GENERAL MISSION 20,000
    SITAR ARTS CENTER
    1700 KALORAMA RD NW STE 101
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 20,000
    SIXTH & I
    1816 12TH STREET NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 20,000
    SPEAKEASY STAGE
    700 HUNTINGTON PL SE
    MARIETTA,GA300675518     		  PUBLIC CHARITY GENERAL MISSION 1,000
    SPECIAL OLYMPICS NORTHERN CA
    3480 BUSKIRK AVE 340
    PLEASANT HILL,CA94523     		  PUBLIC CHARITY GENERAL MISSION 5,000
    TEACH FOR AMERICA
    PO BOX 398305
    SAN FRANCISCO,CA94139     		  PUBLIC CHARITY GENERAL MISSION 2,500
    THE ABRAHAM FUND
    9 EAST 45TH STREET
    NEW YORK,NY10001     		  PUBLIC CHARITY GENERAL MISSION 15,000
    THE ARC
    1825 K ST NW STE 1200
    WASHINGTON,DC200061266     		  PUBLIC CHARITY GENERAL MISSION 1,000
    THE BARKER ADOPTION FOUNDATION
    7979 OLD GEORGETOWN ROAD 1ST FLOOR
    BETHESDA,MD20814     		  PUBLIC CHARITY GENERAL MISSION 35,000
    THE LITERACY LAB
    1003 K STREET NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 30,000
    THE RIVER SCHOOL
    4880 MACARTHUR BLVD NW
    WASHINGTON,DC20007     		  PUBLIC CHARITY GENERAL MISSION 2,600
    THE WASHINGTON BALLET
    3515 WISCONSIN AVE NW
    WASHINGTON,DC20016     		  PUBLIC CHARITY GENERAL MISSION 110,000
    THRIVE
    1525 NEWTON ST NW
    WASHINGTON,DC20010     		  PUBLIC CHARITY GENERAL MISSION 103,000
    TIDES FOUNDATIONFLORIDA RIGHTS RESTORATION COALITION
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA941291755     		  PUBLIC CHARITY GENERAL MISSION 2,000
    TZEDEC
    4340 CONNECTICUT AVENUE NW
    WASHINGTON,DC20008     		  PUBLIC CHARITY GENERAL MISSION 50,000
    UNION FOR REFORM JUDAISM
    633 THIRD AVENUE
    NEW YORK,NY10017     		  PUBLIC CHARITY GENERAL MISSION 25,000
    US AGAINST ALZHEIMERS
    2 WISCONSIN CIRCLE SUITE 700
    CHEVY CHASE,MD20815     		  PUBLIC CHARITY GENERAL MISSION 20,000
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBURG PL SW
    WASHINGTON,DC20024     		  PUBLIC CHARITY GENERAL MISSION 10,000
    VITAL TALK
    PO BOX 30189
    SEATTLE,WA98113     		  PUBLIC CHARITY GENERAL MISSION 86,139
    VOTE AMERICA
    1270 GROVE STREET APT 301
    SAN FRANCISCO,CA94127     		  PUBLIC CHARITY GENERAL MISSION 105,000
    VOTE LOUD
    1015 15TH ST NW STE 1000
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 50,000
    VOTERS PROJECT (TIDES FOUNDATION)
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA941291755     		  PUBLIC CHARITY GENERAL MISSION 105,000
    VOTO LATINO
    PO BOX 35608
    WASHINGTON,DC20033     		  PUBLIC CHARITY GENERAL MISSION 100,000
    WASHINGTON AREA WOMEN'S FOUNDATION
    1331 H ST NW STE 1000
    WASHINGTON,DC200054745     		  PUBLIC CHARITY GENERAL MISSION 5,000
    WASHINGTON DC JCC
    1529 16TH STREET NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 20,000
    WASHINGTON INTERNSHIP INSTITUTE
    1825 K ST NW 705
    WASHINGTON,DC20006     		  PUBLIC CHARITY GENERAL MISSION 2,500
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6TH FLOOR
    WASHINGTON,DC200015554     		  PUBLIC CHARITY GENERAL MISSION 1,000
    YACHAD
    8720 GEORGIA AVENUE
    SILVER SPRING,MD20910     		  PUBLIC CHARITY GENERAL MISSION 20,000
    Total .................................bullet 3a 3,623,339
    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 2,325  
    4 Dividends and interest from securities....     14 917,676  
    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..... 900099 2,327 14 23,072  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,297,832  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSUBLEASE INCOME     		    16 10,621  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 2,327 2,251,526 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,253,853
    (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 LOIS AND RICHARD ENGLAND FOUNDATION
    INC C/O RICHARD ENGLAND JR
    Employer identification number

    52-1691418
    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 LOIS AND RICHARD ENGLAND FOUNDATION
    INC C/O RICHARD ENGLAND JR         		Employer identification number
    52-1691418
    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
    THE LOIS ENGLAND TRUST
     
    PO BOX 34-1107
     
    BETHESDA, MD20827

    		$ 1,974,919


    (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.)
    (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 LOIS AND RICHARD ENGLAND FOUNDATION
    INC C/O RICHARD ENGLAND JR         		Employer identification number

    52-1691418
    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
     
    		$    
    (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
     
    		$    
    (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 LOIS AND RICHARD ENGLAND FOUNDATION
    INC C/O RICHARD ENGLAND JR         		Employer identification number

    52-1691418
    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 LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 13,957 5,479   6,979

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CPG ACTIVIST FUND 305,483 317,154
    CPG BROOKFIELD FUND 199,244 252,230
    CPG CARLYLE PRIVATE FUND 677,864 642,272
    DF DENT 3,293,001 11,259,146
    LOOMIS SAYLES INVESTMENT 2,452,460 2,570,800
    RAYMOND JAMES/ALEX BROWN 12,392,186 17,139,928
    SCHWAB #1810 6,437,700 8,769,300
    SCHWAB #2561 25,992,779 30,732,231
    TWEEDY BROWNE GLOBAL VALUE 6,731,434 6,496,160

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AVISTONE CITYGATE AT COST 89,834 91,599
    AVISTONE NORTHWEST LLC AT COST 90,335 90,335
    ENTERPRISE COMMUNITY AT COST 204,648 204,648
    FEG PRIVATE OPP FUND AT COST 256,603 317,540
    GOLDEN TREE DISTRESSED FUND III AT COST 385,063 471,863
    GOLDENTREE DISTRESSED CO- INVESTMENT FUND III AT COST 67,530 84,790
    HILLSON PARTNERS LP AT COST 2,370,909 2,751,597
    ISRAEL BONDS AT COST 500,000 500,000
    NEXTGEN VENTURES FUND AT COST 174,975 198,194
    PINKARD FUND II AT COST 236,563 410,350
    RETHINK IMPACT II AT COST 30,114 28,929
    SWAN & LEGEND FUND 4 AT COST 529,841 548,441
    TIFF DIVERSIFIED STRATEGY FUND AT COST 490,780 1,852,792
    TIFF REAL ESTATE PARTNERS AT COST 70,891 10,986
    VIKING PARTNERS IV AT COST 223,789 223,788

    TY 2020 LegalFeesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 46,438 13,627   32,811


    TY 2020 OtherExpensesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 37 37   0
    SUPPLIES 854 0   854
    TELEPHONE, FAX, DSL LINES 2,335 0   2,335
    PARKING 18 0   18
    INSURANCE 3,631 0   3,631
    MEMBERSHIP DUES 11,575 0   11,575


    TY 2020 OtherIncomeSchedule2
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP K-1 OTHER INCOME 23,072 18,809 23,072
    PARTNERSHIP K-1 UBI 2,327 0 2,327
    SUBLEASE INCOME 10,621 10,621 10,621


    TY 2020 OtherIncreasesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Description Amount
    RETURN OF PRIOR YEAR GRANT GIVEN 25,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 485,716 485,716   0
    CONSULTING FEE 195,661 0   195,661


    TY 2020 TaxesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND JR
    EIN:
    52-1691418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 60,000 0   0
    FOREIGN TAXES 10,034 10,034   0