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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
WALTER A BLOEDORN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)888 17TH STREET NW 210
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20006
A Employer identification number

52-0846147
B Telephone number (see instructions)

(202) 879-2926
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$7,432,095
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 68,132
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 100,921 100,921  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,230,563
b Gross sales price for all assets on line 6a 4,077,377
7 Capital gain net income (from Part IV, line 2)... 1,230,563
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,399,616 1,331,484  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 31,000 11,065   19,935
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,705 1,323   2,383
b Accounting fees (attach schedule)....... 21,455 7,659   13,796
c Other professional fees (attach schedule).... 71,586 71,586   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 18,768 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,000 357   643
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,560 557   1,003
23 Other expenses (attach schedule)....... 5,626 2,009   3,617
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 154,700 94,556   41,377
25 Contributions, gifts, grants paid....... 408,500 408,500
26 Total expenses and disbursements. Add lines 24 and 25 563,200 94,556   449,877
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 836,416
b Net investment income (if negative, enter -0-) 1,236,928
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 53,055 90,539 90,539
2 Savings and temporary cash investments......... 732,550 964,187 964,187
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)....... 4,747,752 Click to see attachment5,342,050 5,342,050
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).......... 1,045,162 Click to see attachment1,035,319 1,035,319
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,368 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,584,887 7,432,095 7,432,095
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment10,792
23 Total liabilities (add lines 17 through 22)......... 0 10,792
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 6,584,887 7,421,303
29 Total net assets or fund balances (see instructions)..... 6,584,887 7,421,303
30 Total liabilities and net assets/fund balances (see instructions). 6,584,887 7,432,095
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
6,584,887
2
Enter amount from Part I, line 27a .....................
2
836,416
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,421,303
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
7,421,303
Form 990-PF (2021)
Form 990-PF (2021)
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 COMMON STOCK P    
b CAPITAL GAINS DIVIDENDS 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 4,042,375   2,846,814 1,195,561
b 35,002     35,002
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       1,195,561
b       35,002
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 1,230,563
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 17,193
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 17,193
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,368
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,792
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,160
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 33
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletROBERT E DAVIS Telephone no.bullet (202) 879-2926

    Located atbulletTHE FOUNDATIONS ADDRESSWASHINGTONDC ZIP+4bullet20006
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN A SARGENT DIRECTOR
    0.20
    1,000 0 0
    888 17TH STREET NW 210
    WASHINGTON,DC20006
    H GREGORY PLATTS DIRECTOR
    0.20
    1,000 0 0
    888 17TH STREET NW 210
    WASHINGTON,DC20006
    JOHN A SARGENT JR DIRECTOR
    0.20
    1,000 0 0
    888 17TH STREET NW 210
    WASHINGTON,DC20006
    ROBERT E DAVIS PRESIDENT, TREASURER, DIR
    3.00
    11,000 0 0
    888 17TH STREET NW 210
    WASHINGTON,DC20006
    KATHRYN E DAVIS DIRECTOR
    0.20
    1,000 0 0
    888 17TH STREET NW 210
    WASHINGTON,DC20006
    STEPHANIE DE SIBOUR DIRECTOR
    5.00
    16,000 0 0
    888 17TH STREET NW 210
    WASHINGTON,DE20006
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    10,472,187
    b
    Average of monthly cash balances.......................
    1b
    567,824
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,040,011
    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
    11,040,011
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    165,600
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    10,874,411
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    543,721
    Part X
    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 IX, line 6..................
    1
    543,721
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,193
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,193
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    526,528
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    526,528
    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 XII, line 1 ...
    7
    526,528
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 526,528
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 48,547
    b From 2017...... 46,417
    c From 2018...... 30,659
    d From 2019...... 6,760
    e From 2020......  
    f Total of lines 3a through e ........ 132,383
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 449,877
    a Applied to 2020, 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 2021 distributable amount..... 449,877
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 76,651 76,651
    (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 55,732
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    55,732
    10 Analysis of line 9:
    a Excess from 2017.... 18,313
    b Excess from 2018.... 30,659
    c Excess from 2019.... 6,760
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    ROBERT DAVIS WALTER A BLOEDORN FOUN
    888 17TH STREET NW
    WASHINGTON,DC20006
    (202) 879-8926
    bThe form in which applications should be submitted and information and materials they should include:
    REQUEST MAY BE MADE BY SUBMITTING A GRANT APPLICATION FORM AND SHOULD INCLUDE SUFFICIENT INFORMATION TO EVALUATE THE PROGRAM AND TAX-EXEMPT STATUS OF DONEE.
    cAny submission deadlines:
    GENERALLY, REQUESTS SHOULD BE RECEIVED BY DECEMBER 31, TO BE CONSIDERED AT THE APRIL BOARD MEETING.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS NORMALLY RANGE FROM $2,000 TO $30,000. PREFERENTIAL CONSIDERATION IS GIVEN TO APPLICANTS IN THE METROPOLITAN WASHINGTON, D.C. AREA.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    BRIGHT BEGINNINGS
    3418 FOURTH STREET NE
    WASHINGTON,DC20032
    NONE 501(C)(3) TO SUPPORT EARLY CHILDHOOD EDUCATION AND DEVELOPMENT. 5,000
    CENTRAL UNION MISSION
    PO BOX 96763
    WASHINGTON,DC20090
    NONE 501(C)(3) "THE GREATEST NEED" COVID-19 CRITICAL CARE FUND. 5,000
    THE CHILD & FAMILY NETWORK CENTER
    3700 WHEELER AVE
    ALEXANDRIA,VA22304
    NONE 501(C)(3) TO SUPPORT BILINGUAL EARLY CHILDHOOD EDUCATION AND FAMILY SUPPORT SERVICES WITH A ADAPTED COVID_19 RESPONSE. 10,000
    DC BILINGUAL PUBLIC CHARTER SCHOOL
    33 RIGGS ROAD NE
    WASHINGTON,DC20011
    NONE 501(C)(3) TO SUPPORT A STRONG RETURN TO ON CAMPUS LEARNING AFTER COVID. 10,000
    EDUCARE DC
    640 ANACOSTIA AVENUE NE
    WASHINGTON,DC20019
    NONE 501(C)(3) TO SUPPORT YOUR GREATEST NEEDS. 15,000
    THE FAMILY PLACE INC
    3309 16TH STREET NW
    WASHINGTON,DC20010
    NONE 501(C)(3) TO SUPPORT EARLY LEARNING AND FAMILY SUPPORT. 15,000
    FIRST COLONY FOUNDATION
    1501 COLE MILL ROAD
    DURHAM,NC27705
    NONE 501(C)(3) TO SUPPORT RESEARCH ON EARLY ENGLISH SETTLEMENT SIES IN BERTIE COUNTY, NC. 10,000
    FRIENDS OF FORT DUPONT ICE ARENA INC
    3779 ELY PLACE SE
    WASHINGTON,DC20019
    NONE 501(C)(3) THE "KIDS ON ICE" PROGRAM. 15,000
    HORTON'S KIDS
    400 VIRGINIA AVENUE SW SUITE C-130
    WASHINGTON,DC20024
    NONE 501(C)(3) TO SUPPORT THE GREATEST NEEDS IN SUPPORT CHILDREN IN PRE-K THROUGH GRADE 2. 5,000
    HOUSE OF RUTH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005
    NONE 501(C)(3) TO SUPPORT KIDSPACE CHILD AND FAMILY DEVELOPMENT CENTER. 5,000
    IVYMOUNT SCHOOL
    11614 SEVEN LOCKS ROAD
    ROCKVILLE,MD20854
    NONE 501(C)(3) TO SUPPORT OPERATING EXPENSES. 20,000
    THE JOSEPH ROBERT SHAW FDNDBA JOEY'S FOUNDATION
    5117 52ND STREET NW
    WASHINGTON,DC20016
    NONE 501(C)(3) TO SUPPORT RESEARCH, EDUCATION AND INNOVATION RELATED TO NECROTIZING ENTEROCOLITIS. 10,000
    KREEGER MUSEUM
    2401 FOXHALL ROAD NW
    WASHINGTON,DC20007
    NONE 501(C)(3) TO SUPPORT HEAR ART SEE MUSIC. 15,000
    MADDUX SCHOOL
    11614 SEVEN LOCKS ROAD
    ROCKVILLE,MD20854
    NONE 501(C)(3) TO SUPPORT NEW ADVENTURES IN LEARNING PROGRAM. 17,500
    NEW FUTURES
    3321 GEORGIA AVENUE NW 43510
    WASHINGTON,DC20010
    NONE 501(C)(3) TO SUPPORT SCHOLARS PROGRAM. 5,000
    NORTHERN VIRGINIA FAMILY SERVICES
    10455 WHITE GRANITE DRIVE STE 100
    OAKTON,VA22124
    NONE 501(C)(3) TO SUPPORT THE EMPOWERMENT OF FAMILIES TO IMPROVE THEIR QUALITY OF LIFE AND RESPONDING TO FAMILY NEEDS. 10,000
    PRINCE GEORGE'S CHILD RESOURCE CENTER
    9475 LOTTSFORD RD SUITE 202
    LARGO,MD20774
    NONE 501(C)(3) TO SUPPORT NURTURING ENVIRONMENTS FOR CHILDREN BY SUPPORTING THEIR FAMILIES AND EDUCATING THEIR CAREGIVERS. 10,000
    REGINALD S LOURIE CENTER FOR INFANTS AND YOUNG CHILDREN
    12301 ACADEMY WAY
    ROCKVILLE,MD20852
    NONE 501(C)(3) TO SUPPORT SOCIAL AND EMOTIONAL HEALTH OF YOUNG CHILDREN AND THEIR FAMILIES. 15,000
    SIBLEY MEMORIAL HOSPITAL
    5255 LOUGHBORO ROAD NW
    WASHINGTON,DC20016
    NONE 501(C)(3) TO SUPPORT NURSING EDUCATION AND ADVANCE TRAINING PROGRAM. 30,000
    SOME - SO OTHERS MIGHT EAT
    71 O STREET NW
    WASHINGTON,DC20001
    NONE 501(C)(3) TO SUPPORT CONTINUUM OF CARE. 5,000
    ST ALBANS SCHOOL OF PUBLIC SERVICE
    3101 WISCONSIN AVE NW
    WASHINGTON,DC20016
    NONE 501(C)(3) TO SUPPORT SCHOLARSHIP FUNDS. 2,000
    ST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILIES
    4901 EASTERN AVENUE
    HYATTSVILLE,MD20782
    NONE 501(C)(3) TO SUPPORT THE "TEEN MOTHER BABY PROGRAM" PROVIDING HOUSING, PREGNANCY CARE, POST-NATAL CARE, ETC. FOR TEEN MOTHERS AND THEIR BABIES. 5,000
    ST JAMES SCHOOL
    17641 COLLEGE ROAD
    HAGERSTOWN,MD21740
    NONE 501(C)(3) TO SUPPORT FINANCIAL ASSISTANCE FOR DC AREA STUDENTS. 10,000
    THE SALVATION ARMY
    2626 PENNSYLVANIA AVENUE
    WASHINGTON,DC20037
    NONE 501(C)(3) TO SUPPORT TURNING POINT CENTER FOR WOMEN AND CHILDREN. 5,000
    TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS (TAPS)
    3033 WILSON BLVD- SUITE 630
    ARLINGTON,DC22201
    NONE 501(C)(3) TO SUPPORT PROVIDING COMPASSIONATE CARE TO ALL THOSE GRIEVING THE DEAD OF A MILIARY LOVED ONE. 25,000
    MEDSTAR WASHINGTON HOSPITAL CENTER FOUNDATION
    110 IRVING STREET NW EAST BLDG ROOM
    1001
    WASHINGTON,DC20010
    NONE 501(C)(3) TO SUPPORT THE "TEEN ALLIANCE FOR PREPARED PARENTING PROGRAM" - SUPPORTING TEENS WITH CONTRACEPTION, PREGNANCY PREVENTION PROGRAMS, LIFE SKILLS, ETC. 30,000
    HIMMELFARB HEALTH SCIENCES LIBRARY
    2300 EYE ST NW
    WASHINGTON,DC20037
    NONE 501(C)(3) TO SUPPORT THE NEEDS OF THE FACULTY, STAFF AND STUDENTS. 5,000
    APPLE TREE INSTITUTE FOR EDUCATION INNOVATION
    1801 MISSISSIPPI AVENUE SE THIRD
    FLOOR
    WASHINGTON,DC20020
    NONE 501(C)(3) TO SUPPORT APPLETREE'S MOST VULNERABLE FAMILIES. 5,000
    CORNERSTONES INC
    11150 SUNSET HILLS ROAD SUITE 210
    RESTON,VA20190
    NONE 501(C)(3) TO SUPPORT PROVIDING AN AFFORDABLE, SAFE, AND SUPPORTIVE LEARNING ENVIRONMENT FOR FAIRFAX COUNTY CHILDREN. 5,000
    ROSEMOUNT CENTER
    2000 ROSEMOUNT AVE NW
    WASHINGTON,DC20010
    NONE 501(C)(3) TO SUPPORT COMPREHENSIVE EARLY CHILDHOOD EDUCATION AND FAMILY SUPPORT PROGRAMS IN A BILINGUAL MULTICULTURAL SETTINGS. 5,000
    BISHOP JOHN T WALKER SCHOOL FOR BOYS
    1801 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20020
    NONE 501(C)(3) TO SUPPORT 2020-2021 STUDENT SPONSORSHIPS. 5,000
    BOYS & GIRLS CLUB OF GREATER DC
    4102 BENNING ROAD NE
    WASHINGTON,DC20019
    NONE 501(C)(3) TO SUPPORT EARLY CHILDHOOD DEVELOPMENT. 5,000
    CASA FOR CHILDREN OF DC
    220 I STREET NE UNIT 285
    WASHINGTON,DC20002
    NONE 501(C)(3) COMMUNITY BASED CASA VOLUNTEER SUPPORT FOR AT-RISK YOUTH AND FAMILIES. 5,000
    PALISADES GEORGETOWN LIONS CLUB
    4216 JENIFER STREET NW
    WASHINGTON,DC20016
    NONE 501(C)(3) "THE GREATEST NEED" ANNUA CHARITABLE GIVING. 5,000
    THE WASHINGTON SCHOOL FOR GIRLS
    1901 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20785
    NONE 501(C)(3) TO SUPPORT 12 MONTH ACADEMIC CALENDAR. 5,000
    WILDERNESS LEADERSHIP'S LEARNING INC
    1758 PARK ROAD NW
    WASHINGTON,DC20010
    NONE 501(C)(3) TO SUPPORT 7- DAY APPALACHIAN TRIAL BACKPACKING EXPEDITION FOR AT-RISK DC YOUTH. 5,000
    A WIDER CIRCLE
    10325 KENSINGTON PARKWAY 70
    KENSINGTON,MD20895
    NONE 501(C)(3) "THE GREATEST NEED "TO SUPPORT ESSENTIAL SUPPORT PROGRAM. 17,000
    CALVARY WOMEN'S SERVICES
    1217 GOOD HOPE ROAD SE
    WASHINGTON,DC20020
    NONE 501(C)(3) "THE GREATEST NEED" TO SUPPORT WOMEN'S HEALTH PROGRAM. 5,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017
    NONE 501(C)(3) "THE GREATEST NEED" TO SUPPORT EMERGENCY FOOD RESPONSE IN THE WASHINGTON DC REGION. 5,000
    THE PALISADES VILLAGE
    PO BOX 40403
    WASHINGTON,DC20016
    NONE 501(C)(3) "THE GREATEST NEED" TO SUPPORT COMBATING SOCAL ISOLATION AND ENGAGING SENIORS DURING A PANDEMIC. 2,000
    WESLEY HOUSING
    5515 CHEROKEE AVENUE SUITE 200
    ALEXANDRIA,VA22312
    NONE 501(C)(3) TO SUPPORT COVID-19 RELIEF VIA THE HOUSING STABILITY INITIATIVE. 5,000
    THRIVE DC
    1525 NEWTON STREET NW SUITE G-1
    WASHINGTON,DC20010
    NONE 501(C)(3) "THE GREATEST NEED" TO SUPPORT PICK-UP FOOD PANTRY PROGRAM. 5,000
    WASHINGTON NATIONAL OPERA
    2700 F STREET NW
    WASHINGTON,DC20566
    NONE 501(C)(3) TO SUPPORT CAREER DEVELOPMENT PROGRAMS FOR YOUNG ARTIST. 5,000
    NEGOTIATION WORKS
    4532 RENO ROAD NW
    WASHINGTON,DC20008
    NONE 501(C)(3) TO SUPPORT GREATEST NEEDS. 5,000
    Total .................................bullet 3a 408,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 1,230,563  
    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 1,331,484 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,331,484
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    WALTER A BLOEDORN FOUNDATION
     
    Employer identification number

    52-0846147
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    WALTER A BLOEDORN FOUNDATION
     
    Employer identification number
    52-0846147
    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
    JOSEPH G TOMPKINS
     
    4101 GULF SHORE BLVD NORTH APT 15 S
     
    NAPLES, FL34103

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    INGRID L DAVIS TRUST
     
    5053 KLINGLE STREET SE NW
     
    WASHINGTON, DC20016

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    ROBERT E DAVIS TRUST
     
    5053 KLINGLE STREET SE NW
     
    WASHINGTON, DE20016

    $ 10,200


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    CAPITAL EXPRESS GROUP LLC
     
    888 17TH STREET NW SUITE 205
     
    WASHINGTON, DC20006

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    THE DAVIS FAMILY LLC
     
    5053 KLINGLE STREET SE NW
     
    WASHINGTON, DC20016

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    PETER KREEGER
     
    25115 OLD HUNDRED ROAD
     
    DICKERSON, MD20842

    $ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    WALTER A BLOEDORN FOUNDATION
     
    Employer identification number
    52-0846147
    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
    7
    CATHY S BERNARD
     
    5532 GREYSTONE STREET
     
    CHEVY CHASE, MD20815

    $ 10,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    WALTER A BLOEDORN FOUNDATION
     
    Employer identification number

    52-0846147
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    WALTER A BLOEDORN FOUNDATION
     
    Employer identification number

    52-0846147
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 21,455 7,659   13,796

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Statement:
    THE DISTRICT OF COLUMBIA OFFICE OF TAX AND REVENUE (OTR) ELIMINATED THE IRS FORM 990-PF FILING OBLIGATION EFFECTIVE DECEMBER 12, 2008.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 5,342,050 5,342,050

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIQUIDATING TRUST AT COST 354 354
    MUTUAL FUNDS AT COST 1,000,000 1,000,000
    OTHER INVESTMENTS AT COST 34,965 34,965

    TY 2021 LegalFeesSchedule
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,705 1,323   2,383


    TY 2021 OtherAssetsSchedule
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXCISE TAX 6,368 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE AND MISCELLANEOUS 2,066 738   1,328
    INSURANCE 3,560 1,271   2,289


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 0 10,792


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 71,586 71,586   0


    TY 2021 TaxesSchedule
    Name:
    WALTER A BLOEDORN FOUNDATION
    EIN:
    52-0846147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    I.R.S. EXCISE TAX 17,160 0   0
    FOREIGN TAXES WITHHELD 1,608 0   0