Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE INSTITUTE FOR TECHNOLOGY IN
HEALTH CARE
Number and street (or P.O. box number if mail is not delivered to street address)1759 Q STREET NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC200092407
A Employer identification number

52-1292049
B Telephone number (see instructions)

(202) 667-5041
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$29,393,753J 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) 25,131,849
2 Check bullet.............
3 Interest on savings and temporary cash investments 49 49  
4 Dividends and interest from securities... 560,720 560,720  
5a Gross rents............ 123,483 123,483  
b Net rental income or (loss) 15,261
6a Net gain or (loss) from sale of assets not on line 10 -209,523
b Gross sales price for all assets on line 6a 938,478
7 Capital gain net income (from Part IV, line 2)... 0
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........ 25,606,578 684,252  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 36,923 18,461   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 43,038 35,356   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 53,623 53,623  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 104,492 102,263   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 238,076 209,703   0
25 Contributions, gifts, grants paid....... 272,556 272,556
26 Total expenses and disbursements. Add lines 24 and 25 510,632 209,703   272,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,095,946
b Net investment income (if negative, enter -0-) 474,549
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.............   3 3
2 Savings and temporary cash investments......... 22,394 476,626 476,626
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..........   1,173 1,173
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment363,374 352,693
b Investments—corporate stock (attach schedule)....... 2,624,819 Click to see attachment19,260,233 20,569,727
c Investments—corporate bonds (attach schedule)....... 151,476 Click to see attachment815,667 794,525
11 Investments—land, buildings, and equipment: basis bullet7,365,000
Less: accumulated depreciation (attach schedule) bullet178,416   Click to see attachment7,186,584 7,186,584
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment12,422 Click to see attachment12,422
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,798,689 28,116,082 29,393,753
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........ 2,034,096 2,034,096
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 764,593 26,081,986
29 Total net assets or fund balances (see instructions)..... 2,798,689 28,116,082
30 Total liabilities and net assets/fund balances (see instructions). 2,798,689 28,116,082
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
2,798,689
2
Enter amount from Part I, line 27a .....................
2
25,095,946
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
221,447
4
Add lines 1, 2, and 3 ..........................
4
28,116,082
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
28,116,082
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 PUBLICLY-TRADED SECURITIES      
b 1650 COLUMBIA, WASH., DC D   2021-08-30
c RAYMOND MIZE TRUST FINAL YEAR DED. , LTCG C/O D    
d 1650 COLUMBIA, WASH., DC ABANDONED PROPERTY D   2021-08-30
e 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 35,798     35,798
b 900,000 344,393 1,242,604 1,789
c     249,620 -249,620
d   6,070 6,240 -170
e 2,680     2,680
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       35,798
b       1,789
c       -249,620
d       -170
e       2,680
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 -209,523
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 6,596
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 6,596
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,640
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,300
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,940
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,344
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,344 RefundedBullet 11 0
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)
    bulletDC
    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 addressbulletWWW.TECHNOLOGYHEALTHCARE.ORG
    14
    The books are in care ofbulletJACQUELINE SCHICK Telephone no.bullet (202) 667-5041

    Located atbullet1759 Q STREET NWWASHINGTONDC ZIP+4bullet200092407
    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)
     
    No
    (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
     
     
    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
    CESAR A CACERES DECEASED FORMER EXECUTIVE DIRECTOR
    2.00     		0 0 0
    2500 VIRGINIA AVE NW 714
    WASHINGTON,DC20037
    WILLIAM R AYERS MD PRESIDENT, TREASURER
    2.00     		0 0 0
    8115 THOREAU DRIVE
    BETHESDA,MD20817
    GUY HAMMER VICE-PRESIDENT
    2.00     		0 0 0
    8902 EWING DRIVE
    BETHESDA,MD20817
    JACQUELINE SCHICK INCOMING EXEC. DIR., SECRETARY
    2.00     		0 0 0
    1759 Q STREET NW
    WASHINGTON,DC200092407
    ANA LUCIA VALLARDES GALVEZ DIRECTOR
    2.00     		0 0 0
    1759 Q STREET NW
    WASHINGTON,DC200092407
    JOHN H DIAMOND DIRECTOR
    2.00     		0 0 0
    1759 Q STREET NW
    WASHINGTON,DC200092407
    J DESIREE PINEDA DIRECTOR
    2.00     		0 0 0
    1759 Q STREET NW
    WASHINGTON,DC200092407
    RICHARD R SWIFT DIRECTOR
    2.00     		0 0 0
    4400 SANGAMORE ROAD
    BETHESDA,MD20816
    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
    10,792,237
    b
    Average of monthly cash balances.......................
    1b
    347,515
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,982,500
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,122,252
    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
    15,122,252
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    226,834
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    14,895,418
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    744,771
    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
    744,771
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,596
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,596
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    738,175
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    738,175
    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
    738,175
    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 7 738,175
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 101,629
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 272,556
    a Applied to 2020, but not more than line 2a 101,629
    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..... 170,927
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		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 ..........     		567,248
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    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:
    WELLS FARGO PHILANTHROPY
    VIA WWWITHCAWARDSORG/APPLY
    WASHINGTON,DC20009
    (301) 704-1577
    JSCHICK@ITHCAWARDS.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    AVAILABLE AT HTTP://WWW.ITHCAWARDS.ORG/APPLY
    cAny submission deadlines:
    SEPTEMBER 30 OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED STATEMENT AND HTTP://WWW.ITHCAWARDS.ORG/APPLY
    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
    AMERICAN ACADEMY OF HIV MEDICINE
    1705 DESALES STREET NW 700
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY SUPPORT CHARITABLE PROGRAMS. 42,000
    ESCUELA AGRICOLA PAN-AMERICANA INC (ZAMORANO UNIVERSITY)
    1701 PENNSYLVANIA AVE NW 300
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY SUPPORT CHARITABLE PROGRAMS. 54,000
    FRIENDS OF BARNABAS FOUNDATION
    4001 STIGALL DRIVE
    MIDLOTHIAN,VA23112     		NONE PUBLIC CHARITY SUPPORT CHARITABLE PROGRAMS. 3,200
    KINGDOM GLOBAL COMMUNITY DEVELOPMENT CORP
    12101 TECH ROAD
    SILVER SPRING,MD20904     		NONE PUBLIC CHARITY SUPPORT CHARITABLE PROGRAMS. 80,000
    THE CATHOLIC UNIVERSITY OF AMERICA CONWAY SCHOOL OF NURSING
    620 MICHIGAN AVENUE NE
    WASHINGTON,DC20064     		NONE PUBLIC CHARITY SUPPORT CHARITABLE PROGRAMS. 48,740
    THE CRUDEM FOUNDATION INC
    326 SEWALL STREET
    LUDLOW,MA01056     		NONE PUBLIC CHARITY SUPPORT CHARITABLE PROGRAMS. 44,616
    Total .................................bullet 3a 272,556
    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 ...........     		    14 49  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 15,261  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -209,523  
    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) .. 0 366,507 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    366,507
    (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
    THE INSTITUTE FOR TECHNOLOGY IN
    HEALTH CARE
    Employer identification number

    52-1292049
    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
    THE INSTITUTE FOR TECHNOLOGY IN
    HEALTH CARE         		Employer identification number
    52-1292049
    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 ESTATE OF DR CESAR CACERES
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 15,122,595


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    THE ESTATE OF DR CESAR CACERES
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 1,824,680


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    THE ESTATE OF DR CESAR CACERES
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 1,030,853


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    THE ESTATE OF DR CESAR CACERES
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 1,182,256


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    THE ESTATE OF DR CESAR CACERES
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 1,620,391


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    THE ESTATE OF DR CESAR CACERES
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 1,592,096


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    THE INSTITUTE FOR TECHNOLOGY IN
    HEALTH CARE         		Employer identification number
    52-1292049
    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
    THE ESTATE OF DR CESAR CACERES
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 1,804,601


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    THE ART V RESIDUARY TRUST U THE W RAYMOND MIZE REVOCABLE TRUST
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 113,126


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    THE ART V RESIDUARY TRUST U THE W RAYMOND MIZE REVOCABLE TRUST
     
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 840,251


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    MISCELLANEOUS LESS THAN 5000
    1759 Q STREET NW
     
    WASHINGTON, DC200092407

    		$ 1,000


    (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.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE INSTITUTE FOR TECHNOLOGY IN
    HEALTH CARE         		Employer identification number

    52-1292049
    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
    2
    		 PUBLICLY TRADED STOCK $ 1,824,680 2021-09-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 COMMERCIAL REAL ESTATE:3821 T STREET, N.W., WASHINGTON, DC $ 1,030,853 2021-07-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 COMMERCIAL REAL ESTATE:2815 CORTLAND PLACE, N.W., WASHINGTON, DC $ 1,182,256 2021-07-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 COMMERCIAL REAL ESTATE:2815 CORTLAND PLACE, N.W., WASHINGTON, DC $ 1,620,391 2021-07-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 COMMERCIAL REAL ESTATE:1720 Q STREET, N.W., WASHINGTON, DC $ 1,592,096 2021-07-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 COMMERCIAL REAL ESTATE:1722 Q STREET, N.W., WASHINGTON, DC $ 1,804,601 2021-07-02
    Schedule B (Form 990) (2021)
    Name of organization
    THE INSTITUTE FOR TECHNOLOGY IN
    HEALTH CARE         		Employer identification number

    52-1292049
    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
    9
    		 COMMERCIAL REAL ESTATE:1650 COLUMBIA ROAD, N.W., WASHINGTON, DC $ 655,756 2021-03-15
    (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
    THE INSTITUTE FOR TECHNOLOGY IN
    HEALTH CARE         		Employer identification number

    52-1292049
    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:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 36,923 18,461   0

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

    TY 2021 DepreciationSchedule
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    3821 T STREET, BUILDING 2020-02-09 389,471 14,147 SL 39.000000000000 4,577 4,577    
    2815 CORTLAND, BUILDING 2021-07-01 488,481 17,744 SL 39.000000000000 5,741 5,741    
    3821 T STREET, LAND 2020-02-09 655,529   L   0 0    
    2815 CORTLAND, LAND 2021-07-01 711,519   L   0 0    
    1720 Q STREET, BUILDING 2021-07-01 815,117 29,609 SL 39.000000000000 9,579 9,579    
    1720 Q STREET, LAND 2021-07-01 834,883   L   0 0    
    1722 Q STREET 2021-07-01 768,174 27,904 SL 39.000000000000 9,028 9,028    
    LAND 2021-07-01 851,826   L   0 0    
    1759 Q STREET, BUILDING 2021-07-01 1,249,809 45,399 SL 39.000000000000 14,688 14,688    
    1759 Q STREET, LAND 2021-07-01 600,191   L   0 0    
    1650 COLUMBIA ROAD, BUILDING 2004-08-26 712,500 234,364 SL 39.000000000000 7,612 7,612    
    1650 COLUMBIA ROAD, LAND 2004-08-26 237,500   L   0 0    
    1650 COLUMBIA ROAD, F F & E 2005-06-15 510 255 200DB 5.000000000000 0 0    
    1650 COLUMBIA ROAD, F F & E 2006-08-26 5,220 5,220 200DB 5.000000000000 0 0    
    1650 COLUMBIA ROAD, BUILDING 2007-12-28 205,979 99,235 SL 39.000000000000 2,201 2,201    
    1650 COLUMBIA ROAD, BUILDING 2020-01-01 18,485 784 SL 39.000000000000 197 197    
    1650 COLUMBIA ROAD, F F & E 2004-08-26 510 340 200DB 5.000000000000 0 0    

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Statement:
    THE DISTRICT OF COLUMBIA NEITHER REQUIRES NOR ACCEPTS COPIES OF FORM 990-PF.

    TY 2021 GeneralExplanationAttachment
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Identifier Return Reference Explanation
    GRANT APPLICATION INFORMATION 990-PF, PART XV, LINE 2 PROHIBITION: IN ACCORDANCE WITH INTERNAL REVENUE SERVICE REGULATIONS,ITHC CANOT CONSIDER PROPOSALS THAT INCLUDE LOBBYING ACTIVITIES OR ATTEMPTSIN ANY WAY TO INFLUENCE LEGISLATION AT ANY LEVEL. NOR CAN WE CONSIDER PROPOSALS ONBEHALF OF FOREIGN GOVERNMENT ENTITIES.SUBMIT YOUR PROPOSAL VIA OUR WEBSITE AT WWW.ITHCAWARDS.ORG/APPLYWE HAVE PARTNERED WITH WELLS FARGO PHILANTHROPIC SERVICES TO PROVIDE A PORTAL FOR APPLICANTS TO CREATE, SAVE, AND SUBMIT APPLICATIONS. CLICK THE "APPLY FOR AN AWARD" BUTTON TO REACH THE PORTAL.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES 0-5 YEAR INVST GRD CORP BOND 250,016 246,163
    MFS CORP BOND 363,012 345,725
    PGIM FLTG RATE INCOME 202,639 202,637

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 231,802 284,436
    ACCENTURE PLC 219,690 317,960
    AFLAC 207,389 245,997
    AIR PRODUCTS & CHEMICALS 172,271 189,858
    AMERICAN TOWER 95,963 102,668
    AMGEN 163,748 155,679
    ANALOG DEVICES 229,697 261,018
    APPLE 263,736 351,944
    ARK AUTONOMOUS 95,362 97,341
    AT & T INC 76,301 68,855
    AUTOMATIC DATA PROCESSING 215,375 271,978
    BECTON DICKINSON 177,801 176,790
    BLACKROCK INC 422,959 445,878
    CHEVRON CORPORATION 120,613 137,182
    CHUBB LTD 185,960 238,931
    CISCO SYSTEMS 176,423 216,092
    CLOROX CO 125,125 121,529
    COLGATE PALMOLIVE 100,466 109,150
    COMCAST CORP 191,295 181,490
    CONSOLIDATED EDISON 28,594 33,360
    DOMINION ENERGY 21,474 22,861
    EMERSON ELECTRIC 134,892 141,221
    EVERSOURCE ENERGY 140,972 155,121
    FACTSET RESEARCH 137,953 199,264
    GENERAL DYNAMICS 182,145 213,682
    ILLINOIS TOOL WORKS 208,668 243,098
    ISHARES SMALL CAP 600 GROWTH 63,676 67,179
    ISHARES SMALL CAP 600 VALUE 69,749 70,426
    ISHARES CORE S & P 500 314,093 342,002
    ISHARES S & P 400 VALUE 114,393 120,531
    ISHARES S & P 400 GROWTH 110,729 116,039
    ISHARES S & P 500 GROWTH 299,088 334,680
    ISHARES S & P 500 VALUE 255,728 269,873
    JOHNSON & JOHNSON 212,459 235,903
    JP MORGAN ETF ULTRA SHORT INCOME 721,285 718,229
    JP MORGAN CHASE 307,198 334,910
    LINDE PLC 178,748 226,219
    LOWES COMPANIES 245,179 355,410
    L3HARRIS TECHNOLOGIES 215,395 212,814
    MCDONALD'S CORP 163,129 195,155
    MEDTRONIC PLC 219,029 184,038
    MICROSOFT CORP 533,329 671,295
    NEXTERA ENERGY 135,254 177,664
    NIKE INC 141,480 160,837
    NORFOLK SOUTHERN 216,310 269,130
    PAYCHEX INC 205,876 276,140
    PEPSICO INC 163,431 192,818
    PHILLIPS 142,051 133,399
    PROCTOR & GAMBLE CO 169,616 207,092
    RAYTHEON TECHNOLOGIES 87,930 95,957
    SPDR TR FINANCIAL ETF 77,480 78,100
    SEMPRA ENERGY 177,285 183,737
    SOUTHERN COMPANY 110,916 121,867
    SPDR GOLD TRUST ETF 122,480 124,801
    TARGET CORP 183,639 191,169
    UNITED HEALTH GROUP 119,625 165,789
    US BANCORP 166,564 179,351
    VF CORPORATION 177,551 173,165
    VALARIS PLC 182 0
    VERIZON 294,984 282,507
    WALMART 161,305 169,432
    WEC ENERGY GROUP 310,794 329,164
    3M CO 124,309 119,012
    INVESCO FLTG RATE ESG 809,319 807,500
    BARON SELECT RE FUND 216,217 217,295
    COHEN & STEERS PFD SEC & INCOME 820,319 797,476
    JOHN HANCOCK SOVEREIGN BOND FUND 787,920 771,446
    FEDERATED HERMES INT'L STRATEGIC 846,611 876,435
    LEGG MASON FUNDS CLEARBRIDGE INT'L GROWTH 839,450 881,343
    MORGAN STANLEY INCEPTION PORT 576,259 385,957
    PRINCIPAL FUNDS MIDCAP 747,987 829,858
    PIMCO TOTAL RETURN II 443,315 433,940
    ROYCE PREMIER FUND 769,611 726,994
    VANGUARD HI-YIELD CORP FUND 764,282 772,266

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    US Government Securities - End of Year Book Value:

    363,374
    US Government Securities - End of Year Fair Market Value:

    352,693
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsLandSchedule2
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    3821 T STREET, BUILDING 389,471 18,724 370,747 370,747
    2815 CORTLAND, BUILDING 488,481 23,485 464,996 464,996
    3821 T STREET, LAND 655,529 0 655,529 655,529
    2815 CORTLAND, LAND 711,519 0 711,519 711,519
    1720 Q STREET, BUILDING 815,117 39,188 775,929 775,929
    1720 Q STREET, LAND 834,883 0 834,883 834,883
    1722 Q STREET 768,174 36,932 731,242 731,242
    LAND 851,826 0 851,826 851,826
    1759 Q STREET, BUILDING 1,249,809 60,087 1,189,722 1,189,722
    1759 Q STREET, LAND 600,191 0 600,191 600,191

    TY 2021 OtherAssetsSchedule
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    REAL ESTATE TAX RESERVES   10,549 10,549
    DUE FROM MANAGEMENT COMAPNY   1,873 1,873


    TY 2021 OtherExpensesSchedule
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 2,108 0   0
    INVESTMENT EXPENSE 74,737 74,737   0
    PENALTY 121 0   0
    INSURANCE 1,110 1,110   0
    MANAGEMENT 1,600 1,600   0
    MAINTENANCE/REPAIR 824 824   0
    UTILITIES 587 587   0
    INSURANCE 1,264 1,264   0
    MAINTENANCE/REPAIR 704 704   0
    MANAGEMENT 1,551 1,551   0
    UTILITIES 446 446   0
    INSURANCE 2,081 2,081   0
    MAINTENANCE/REPAIR 203 203   0
    MANAGEMENT 2,940 2,940   0
    MAINTENANCE/REPAIR 8,327 8,327   0
    MANAGEMENT 1,957 1,957   0
    MAINTENANCE/REPAIR 2,429 2,429   0
    MANAGEMENT 1,242 1,242   0
    UTILITIES 261 261   0


    TY 2021 OtherIncreasesSchedule
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Description Amount
    NET LOSSES FROM MIZE TRUST K-1 221,447


    TY 2021 TaxesSchedule
    Name:
    THE INSTITUTE FOR TECHNOLOGY IN
     
    HEALTH CARE
    EIN:
    52-1292049
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 7,682 0   0
    FOREIGN TAX 220 220   0
    INCOME TAX 8,063 8,063   0
    RE TAX 3,848 3,848   0
    RE TAX 4,457 4,457   0
    RE TAX 6,514 6,514   0
    RE TAX 6,278 6,278   0
    RE TAX 5,976 5,976   0