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
THE LOIS AND RICHARD ENGLAND FOUNDATION
INC C/O RICHARD ENGLAND
Number and street (or P.O. box number if mail is not delivered to street address)4800 HAMPDEN LANE 233
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

52-1691418
B Telephone number (see instructions)

(240) 235-0988
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$97,590,756J 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) 935,258
2 Check bullet.............
3 Interest on savings and temporary cash investments 563 563  
4 Dividends and interest from securities... 1,165,848 1,157,353  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,058,207
b Gross sales price for all assets on line 6a 10,756,663
7 Capital gain net income (from Part IV, line 2)... 5,050,561
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 232,454 232,454  
12 Total. Add lines 1 through 11........ 7,392,330 6,440,931  
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 11,804 8,853   2,951
c Other professional fees (attach schedule).... Click to see attachment 831,013 637,293   193,720
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,894 12,879   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 31,489 0   31,489
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 44,037 107   35,064
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 946,237 659,132   263,224
25 Contributions, gifts, grants paid....... 4,144,098 4,144,098
26 Total expenses and disbursements. Add lines 24 and 25 5,090,335 659,132   4,407,322
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,301,995
b Net investment income (if negative, enter -0-) 5,781,799
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.............      
2 Savings and temporary cash investments......... 598,152 187,481 187,481
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)....... 58,232,151 Click to see attachment59,626,941 88,124,080
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,971,875 Click to see attachment7,289,751 9,279,195
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 64,802,178 67,104,173 97,590,756
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 64,802,178 67,104,173
29 Total net assets or fund balances (see instructions)..... 64,802,178 67,104,173
30 Total liabilities and net assets/fund balances (see instructions). 64,802,178 67,104,173
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
64,802,178
2
Enter amount from Part I, line 27a .....................
2
2,301,995
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
67,104,173
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
67,104,173
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 PARTNERSHIP INVESTMENT K-1 P 2021-01-01 2021-12-31
b CHARLES SCHWAB # 1810 LT   2019-01-01 2021-12-31
c CHARLES SCHWAB # 1810 ST   2021-01-01 2021-12-31
d CHARLES SCHWAB # 2561 LT   2019-01-01 2021-12-31
e CHARLES SCHWAB # 9485 ST   2019-01-01 2021-12-31
TWEEDY BROWNE   2018-01-28 2021-12-31
DF DENT LT   2008-02-13 2021-12-31
LOOMIS SAYLES LT   2021-01-01 2021-03-24
LOOMIS SAYLES ST   2019-01-01 2021-03-24
PARTNERSHIP INVESTMENT K-1 UBI P 2021-01-01 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       538,945
b 1,358,749   832,741 526,008
c 213,447   217,802 -4,355
d 1,750,764   1,737,403 13,361
e 47,456   47,234 222
559,963   541,027 18,936
1,788,576   366,640 1,421,936
151,155   154,581 -3,426
2,355,378   2,339,973 15,405
7,646   7,646 0
2,523,529     2,523,529
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       538,945
b       526,008
c       -4,355
d       13,361
e       222
      18,936
      1,421,936
      -3,426
      15,405
      0
      2,523,529
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 5,050,561
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 80,367
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 80,367
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 28,239
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 58,239
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 22,128
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)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletTHE ORGANIZATION Telephone no.bullet (240) 235-0988

    Located atbullet4800 HAMPDEN LANE 233BETHESDAMD ZIP+4bullet20814
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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)
    Yes
     
    (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
     
    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
    Yes
     
    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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
    RICHARD ENGLAND JR PRESIDENT
    10.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    NONIE AKMAN VICE PRESIDENT
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    JUSTINE ENGLAND BOARD MEMBER
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    DIANA ENGLAND BOARD MEMBER
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    ALEXANDER ENGLAND BOARD MEMBER
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    EVAN PEUGH BOARD MEMBER
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    LEAH GELB SECRETARY
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    SARA AKMAN LANGE BOARD MEMBER
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    JONATHAN AKMAN TREASURER
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    ALEX AKMAN BOARD MEMBER
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    ERIN GISTARO BOARD MEMBER
    2.00     		0 0 0
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    SANDRA KATZ CONSULTING 97,330
    1639 MARTHA TERRACE
    ROCKVILLE,MD20852
    SARC CONSULTING LLC CONSULTING 96,390
    2238 NORTH ILLINOIS ST
    ARLINGTON,VA22205
    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
    86,530,166
    b
    Average of monthly cash balances.......................
    1b
    455,352
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,516,168
    d
    Total (add lines 1a, b, and c).........................
    1d
    90,501,686
    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
    90,501,686
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,357,525
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    89,144,161
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,457,208
    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
    4,457,208
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    80,367
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    80,367
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,376,841
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,376,841
    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
    4,376,841
    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 4,376,841
    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...... 75,643
    b From 2017...... 11,988
    c From 2018...... 1,938,733
    d From 2019......  
    e From 2020...... 192,191
    f Total of lines 3a through e ........ 2,218,555
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,407,322
    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..... 4,376,841
    e Remaining amount distributed out of corpus 30,481
    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 2,249,036
    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) ...     		75,643
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,173,393
    10 Analysis of line 9:
    a Excess from 2017.... 11,988
    b Excess from 2018.... 1,938,733
    c Excess from 2019....  
    d Excess from 2020.... 192,191
    e Excess from 2021.... 30,481
    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:
    RICHARD ENGLAND
    4800 HAMPDEN LANE SUITE 233
    BETHESDA,MD20814
    (240) 235-0988
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING; INCLUDE AN ANNUAL REPORT, A COPY OF THE IRS DETERMINATION LETTER AND ANY OTHER LITERATURE/INFORMATION RELATED TO THE ORGANIZATION.
    cAny submission deadlines:
    FALL AND SPRING
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL TAX-EXEMPT PURPOSES; THE ORGANIZATION MUST BE ORGANIZED IN THE US OR ANY OF ITS POSSESSIONS, AND ANY GRANTS OR GIFTS TO THE ORGANIZATON MUST BE USED WITHIN THE US OR ANY OF ITS POSSESSIONS.
    Form 990-PF (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
    11TH STREET BRIDGE PARK
    1901 MISSISSIPPI AVENUE SE 101
    WASHINGTON,DC20020     		  PUBLIC CHARITY GENERAL MISSION 6,000
    ACLU OF MASSACHUSETTS
    211 CONGRESS STREET
    BOSTON,MA02110     		  PUBLIC CHARITY GENERAL MISSION 1,500
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		  PUBLIC CHARITY GENERAL MISSION 1,500
    AMERICAN JEWISH COMMITTEE
    1156 15TH STREET NW
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 65,000
    ANTI-DEFAMATION LEAGUE
    1100 CONNECTICUT AVENUE NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 75,000
    ARENA STAGE
    1101 6TH ST SW
    WASHINGTON,DC20024     		  PUBLIC CHARITY GENERAL MISSION 5,000
    AVODAH
    1886 12TH STREET NW 3RD FLOOR
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 25,000
    AYUDA
    1413 K STREET NW STE 500
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 50,000
    BAIL PROJECT
    PO BOX 102592
    PASADENA,CA91189     		  PUBLIC CHARITY GENERAL MISSION 1,000
    BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST STREET NE SUITE 400
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 6,500
    BREAD FOR THE CITY
    1525 7TH STREET NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 185,000
    BUILDING BRIDGES ACROOS THE RIVER
    1901 MISSISSIPPI AVENUE SE SUITE
    101
    WASHINGTON,DC20020     		  PUBLIC CHARITY GENERAL MISSION 81,000
    CAIR COALITION
    1025 CONNECTICUT AVE NW SUITE 701
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 50,000
    CANDID
    PO BOX 22799
    NEW YORK,NY10087     		  PUBLIC CHARITY GENERAL MISSION 750
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		  PUBLIC CHARITY GENERAL MISSION 52,000
    CENTER FOR INSPIRED TEACHING
    1436 U ST NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 25,000
    CENTER FOR REPRODUCTIVE RIGHTS
    1634 EYE STREET NW
    WASHINGTON,DC20006     		  PUBLIC CHARITY GENERAL MISSION 30,000
    CHANGING PERCEPTIONS
    3318 ALDEN PLACE NE
    WASHINGTON,DC20019     		  PUBLIC CHARITY GENERAL MISSION 15,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		  PUBLIC CHARITY GENERAL MISSION 2,000
    CHILDREN'S HOSPITAL FOUNDATION
    801 ROEDER RD STE 650
    SILVER SPRING,MD20910     		  PUBLIC CHARITY GENERAL MISSION 3,000
    CHILDREN'S LAW CENTER
    501 3RD ST NW 800
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 30,000
    CITY DANCE
    4000 ALBEMARLE ST NW SUITE 304
    WASHINGTON,DC20016     		  PUBLIC CHARITY GENERAL MISSION 1,000
    CIVIC NATION
    1156 15TH ST NW SUITE 1000
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 125,000
    COALITION FOR NON PROFIT EQUITY
    2001 S STREET NW SUITE 310
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 5,000
    COMMUNITY MEDITATION DC
    1532 GALLATIN ST NE
    WASHINGTON,DC20017     		  PUBLIC CHARITY GENERAL MISSION 15,000
    COMMUNITY OF HOPE
    4 ATLANTIC ST NW
    WASHINGTON,DC20032     		  PUBLIC CHARITY GENERAL MISSION 110,000
    COMMUNITY SERVINGS INC
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		  PUBLIC CHARITY GENERAL MISSION 2,000
    COUNCIL FOR COURT EXCELLENCE
    1111 14TH ST NW STE 500
    WASHINGTON,DC20902     		  PUBLIC CHARITY GENERAL MISSION 25,000
    CRADLE OF HOPE ADOPTION CENTER
    8630 FENTON ST
    SILVER SPRING,MD20910     		  PUBLIC CHARITY GENERAL MISSION 7,500
    CRITICAL EXPOSURE
    1816 12TH ST NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 25,000
    DANA FABER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02215     		  PUBLIC CHARITY GENERAL MISSION 25,000
    DC ACTION FOR CHILDREN
    1400 16TH STREET NW SUITE 740
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 61,800
    DC CENTRAL KITCHEN
    425 2ND ST NW
    WASHIGNTON,DC20001     		  PUBLIC CHARITY GENERAL MISSIONDONATION OF STOCKS, 297 SHS POOL CORP AND 589 SHS TORO CO. 68,031
    DC CENTRAL KITCHEN
    425 2ND ST NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 75,000
    DC COLLEGE SUCCESS FOUNDATION
    1805 7TH STREET NW SUITE 500
    WASHINGTON,DC20003     		  PUBLIC CHARITY GENERAL MISSION 35,000
    DC EDUCATION FUND
    125 BARCLAY ST STE 9
    NEW YORK,NY10007     		  PUBLIC CHARITY GENERAL MISSION 100,000
    DC JUSTICE
    2221 M STREET NE PH2
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 25,000
    DC PUBLIC EDUCATION FUND
    3407 14TH ST NW
    WASHINGTON,DC20010     		  PUBLIC CHARITY GENERAL MISSION 5,000
    DC SCORES
    1224 M STREET NW SUITE 200
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 35,000
    DC VOTE
    1111 14TH STREET NW SUITE 1000
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 25,000
    DCJCC
    1529 16TH STREET NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 25,000
    DIVERSE CITY FUND
    518 KENNEDY STREET NW
    WASHINGTON,DC20011     		  PUBLIC CHARITY GENERAL MISSION 51,000
    EDUCATION FORWARD DC
    1805 7TH ST NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 50,000
    ENTERPRISE
    1 WHITEHALL ST SUITE 11
    NY,NY10004     		  PUBLIC CHARITY GENERAL MISSION 2,500
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		  PUBLIC CHARITY GENERAL MISSION 1,500
    FAIR COUNT
    PO BOX 170382
    ATLANTA,GA30317     		  PUBLIC CHARITY GENERAL MISSION 50,000
    FRANCIS SCOTT KEY ELEMENTARY SCHOOL PTA
    5002 DANA PL NW WASHINGTON
    WASHINGTON,DC20017     		  PUBLIC CHARITY GENERAL MISSION 2,500
    FREE MINDS BOOK CLUB
    1816 12TH ST NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 25,000
    FRIENDS OF IMPJ
    211 SOUTH SPALDING DR
    BEVERLY HILLS,CA90212     		  PUBLIC CHARITY GENERAL MISSION 30,000
    GOODWILL OF GREATER WASHINGTON
    1140 3RD STREET NE SUITE 350
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 25,000
    GRAMMY MUSEUM FOUNDATION
    800 W OLYMPIC BLVD
    LOS ANGELES,CA90015     		  PUBLIC CHARITY GENERAL MISSION 2,500
    GREATER WASHINGTON COMMUNITY FUND
    1325 G STREET NW SUITE 480
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 50,000
    HIGHER ACHIEVEMENT
    317 8TH STREET NE
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 65,000
    HOPE CONNECTIONS FOR CANCER SUPPORT
    10100 LAUREATE WAY
    BETHESDA,MD20814     		  PUBLIC CHARITY GENERAL MISSION 10,000
    HUNTINGTON THEATRE COMPANY
    560 HARRISON AVENUE
    BOSTON,MA02118     		  PUBLIC CHARITY GENERAL MISSION 1,000
    IMAGINATION STAGE
    4908 AUBURN AVE
    BETHESDA,MD20814     		  PUBLIC CHARITY GENERAL MISSION 2,500
    IMPACT JUSTICE
    2930 LAKESHORE AVENUE SUITE 300
    OAKLAND,CA94610     		  PUBLIC CHARITY GENERAL MISSION 25,000
    IONA
    175 NORTH AVE
    NEW ROCHELLE,NY10801     		  PUBLIC CHARITY SENIOR SERVICES-DONATION OF STOCKS, 1895 SHS FASTENAL CO. 234
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD SUITE 100
    NORTH BETHESDA,MD20852     		  PUBLIC CHARITY GENERAL MISSION 215,000
    JEWISH SOCIAL SERVICES
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850     		  PUBLIC CHARITY GENERAL MISSION 55,000
    JEWS UNITED FOR JUSTICE
    1633 CONNECTICUT AVENUE NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 80,000
    LATIN AMERICAN YOUTH CENTER
    1419 COLUMBIA ROAD NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 85,000
    LEAGUE OF WOMEN VOTERS
    1875 CONNETICUT AVE NW 10TH FLOOR
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 75,000
    LIFE PIECES TO MASTERPIECES
    5600 EADS STREET NE
    WASHINGTON,DC20019     		  PUBLIC CHARITY GENERAL MISSION 50,000
    LOWELL SCHOOL
    1640 KALMIA RD NW
    WASHINGTON,DC20012     		  PUBLIC CHARITY GENERAL MISSION 1,000
    MCIP INC
    3101 16TH STREET NW
    WASHINGTON,DC20010     		  PUBLIC CHARITY GENERAL MISSION 75,000
    MARSHALL PROJECT
    156 WEST 56TH ST SUITE 701
    NY,NY10019     		  PUBLIC CHARITY GENERAL MISSION 1,000
    MARTHA'S TABLE
    2375 ELVANS RD SE
    WASHINGTON,DC20020     		  PUBLIC CHARITY GENERAL MISSION 51,500
    MARYLAND MATTERS
    316 BEALL AVE
    ROCKVILLE,MD20850     		  PUBLIC CHARITY GENERAL MISSION 5,000
    MARY'S CENTER
    344 UNIVERSITY BLVD WEST
    SILVER SPRING,MD20901     		  PUBLIC CHARITY GENERAL MISSION 75,000
    MCLEAN SCHOOL OF MARYLAND
    8224 LOCHINVER LN
    POTOMAC,MD20854     		  PUBLIC CHARITY GENERAL MISSION 1,000
    MEDSTAR GEORGETOWN WISE
    3800 RESERVOIR RD NW
    WASHINGTON,DC20007     		  PUBLIC CHARITY GENERAL MISSION 40,000
    METROPOLITAN WASHINGTON COUNCIL OF GOVERNMENT
    777 NORTH CAPITOL ST NE SUITE 300
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 1,500
    MICHAEL J FOX FOUNDATION
    PO BOX 4777
    NEW YORK,NY10163     		  PUBLIC CHARITY GENERAL MISSION 75,000
    MIRIAM'S KITCHEN
    2401 VIRGINIA AVE NW
    WASHINGTON,DC20037     		  PUBLIC CHARITY GENERAL MISSION 50,000
    MONTGOMERY FOOD COUNCIL
    4825 CORDELL AVENUE SUITE 204
    BETHESDA,MD20814     		  PUBLIC CHARITY GENERAL MISSION 2,500
    MONTGOMERY HOSPICE
    1355 PICCARD DR STE 100
    ROCKVILLE,MD20850     		  PUBLIC CHARITY GENERAL MISSION 55,000
    MOUNT OLIVE UNITED METHODIST CHURCH
    1500 N GLEBE RD
    ARLINGTON,VA22207     		  PUBLIC CHARITY GENERAL MISSION 5,000
    MOVEMENT VOTERS FUND
    1012 TORNEY AVE
    SAN FRANCISCO,CA94129     		  PUBLIC CHARITY GENERAL MISSION 150,000
    MOVEMENT VOTERS FUND TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139     		  PUBLIC CHARITY GENERAL MISSION 50,000
    NAACP - LEGAL DEFENSE FUND
    40 RECTOR STREET 5TH FL DEVELOPMENT
    DEPT
    NY,NY10006     		  PUBLIC CHARITY GENERAL MISSION 126,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    4301 WILSON BLVD SUITE 300
    ARLINGTON,VA22203     		  PUBLIC CHARITY GENERAL MISSION 10,000
    NATIONAL RE-ENTRY NETWORK FOR RETURNING CITIZENS
    3227 DUBOIS PLACE SE
    WASHINGTON,DC20019     		  PUBLIC CHARITY GENERAL MISSION 25,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    1152 15TH ST NW
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 5,000
    NATIONALS YOUTH BASEBALL ACADEMY
    3675 ELY PLACE SE
    WASHINGTON,DC20019     		  PUBLIC CHARITY GENERAL MISSION 5,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 100,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVE
    BOSTON,MA02115     		  PUBLIC CHARITY GENERAL MISSION 3,000
    ONE WORLD EDUCATION
    1800 KENYON STREET NW
    WASHINGTON,DC20010     		  PUBLIC CHARITY GENERAL MISSION 25,000
    OPEN GOAL PROJECT
    1300 VAN BUREN ST NW
    WASHINGTON,DC20012     		  PUBLIC CHARITY GENERAL MISSION 5,000
    PEACE PLAYERS MIDDLE EAST
    1200 NEW HAMPSHIRE AVE NW SUITE 875
    WASHIGNTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 7,500
    PHILLIPS COLLECTION
    1600 21ST ST NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 25,000
    PLANNED PARENTHOOD OF MASSACHUSETTS
    1055 COMMONWEALTH AVE
    BOSTON,MA02215     		  PUBLIC CHARITY GENERAL MISSION 1,000
    PLANNED PARENTHOOD-METRO WASHINGTON
    1225 4TH ST NE
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 75,000
    PROJECT CREATE
    2208 MARTIN LUTHER KING JR AVE SE
    WASHINGTON,DC20020     		  PUBLIC CHARITY GENERAL MISSION 25,000
    REACH INC
    729 8TH STREET SE
    WASHINGTON,DC20003     		  PUBLIC CHARITY GENERAL MISSION 40,000
    RELIGIOUS ACTION FOR REFORM JUDISM
    2027 MASS AVENUE NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 45,000
    SIBSTRONG
    1050 CONNECTICUT AVE
    WASHINGTON,DC20035     		  PUBLIC CHARITY GENERAL MISSION 2,500
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		  PUBLIC CHARITY GENERAL MISSION 12,383
    SITAR ARTS CENTER
    1700 KALORAMA RD NW STE 101
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 27,500
    SIXTH & I
    1816 12TH STREET NW
    WASHINGTON,DC20009     		  PUBLIC CHARITY GENERAL MISSION 25,000
    SMITHSONIAN INSTITUTION
    1000 JEFFERSON DE SW
    WASHINGTON,DC20560     		  PUBLIC CHARITY GENERAL MISSION 10,000
    SPEAKEASY STAGE
    700 HUNTINGTON PL SE
    MARIETTA,GA300675518     		  PUBLIC CHARITY GENERAL MISSION 1,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    13770 NOEL RD SUITE 801889
    DALLAS,TX75240     		  PUBLIC CHARITY GENERAL MISSION 3,000
    SUSTAINABLE AGRICULTURE & FOOD SYSTEM FUNDERS
    133 E DE LA GUERRA 306
    SANTA BARBARA,CA93101     		  PUBLIC CHARITY GENERAL MISSION 5,000
    THE BARKER ADOPTION FOUNDATION
    7979 OLD GEORGETOWN ROAD 1ST FLOOR
    BETHESDA,MD20814     		  PUBLIC CHARITY GENERAL MISSION 35,000
    THE GREATER WASHINGTON COMMUNITY FOUNDATION
    1325 G STREET NW SUITE 480
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL MISSION 50,000
    THE HOPE FOUNDATION REENTRY NETWORK
    2952 2ND ST SE
    WASHINGTON,DC20032     		  PUBLIC CHARITY GENERAL MISSION 25,000
    THE JOHN BURROUGHS SCHOOL
    755 SOUTH PRICE RD
    ST LOUIS,MO63124     		  PUBLIC CHARITY GENERAL MISSION 500
    THE KENNEDY CENTER
    2700 F ST NW
    WASHINGTON,DC20566     		  PUBLIC CHARITY GENERAL MISSION 12,500
    THE LITERACY LABDC READING CORPS
    1003 K ST NW STE 500
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL MISSION 60,000
    THE LYMPHOMA & LEUKEMIA SOCIETY
    507 CAPITOL CT NE
    WASHINGTON,DC20002     		  PUBLIC CHARITY GENERAL MISSION 30,000
    THE POSSE FOUNDATION
    1319 F STREET NW
    WASHINGTON,DC20004     		  PUBLIC CHARITY GENERAL MISSION 30,000
    THE WASHINGTON BALLET
    3515 WISCONSIN AVE NW
    WASHINGTON,DC20016     		  PUBLIC CHARITY GENERAL MISSION 40,900
    THE WIRE
    PO BOX 56894
    NEW ORLEANS,LA70156     		  PUBLIC CHARITY GENERAL MISSION 10,000
    TIH THIS IS HEALTH
    821 RANDOLPH STREET NW APT 3
    WASHINGTON,DC20011     		  PUBLIC CHARITY GENERAL MISSION 2,000
    TULANE UNIVERSITY
    6823 ST CHARLES AVE
    NEW ORLEANS,LA70118     		  PUBLIC CHARITY GENERAL MISSION 2,000
    TZEDEC
    4340 CONNECTICUT AVENUE NW
    WASHINGTON,DC20008     		  PUBLIC CHARITY GENERAL MISSION 40,000
    UNIVERSITY OF MARYLAND FUND FOR MEDICINE
    655 W BALTIMORE STREET
    BALTIMORE,MD21201     		  PUBLIC CHARITY GENERAL MISSION 10,000
    UNIVERSITY OF VIRGINIA
    1001 EMMET ST N
    CHARLOTTESVILLE,VA22903     		  PUBLIC CHARITY GENERAL MISSION 7,500
    US AGAINST ALZHEIMERS
    2 WISCONSIN CIRCLE SUITE 700
    CHEVY CHASE,MD20815     		  PUBLIC CHARITY GENERAL MISSION 25,000
    US DREAM ACADEMY
    8807 COLESVILLE RD FIFTH FL
    SILVER SPRING,MD20910     		  PUBLIC CHARITY GENERAL MISSION 2,500
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBURG PL SW
    WASHINGTON,DC20024     		  PUBLIC CHARITY GENERAL MISSION 10,000
    WASHINGTON AREA WOMEN'S FOUNDATION
    1331 H ST NW STE 1000
    WASHINGTON,DC200054745     		  PUBLIC CHARITY GENERAL MISSION 5,000
    WASHINGTON INTERNSHIP INSTITUTE
    1825 K ST NW 705
    WASHINGTON,DC20006     		  PUBLIC CHARITY GENERAL MISSION 2,500
    WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS
    1400 16TH STREET NW SUITE 740
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL MISSION 5,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6TH FLOOR
    WASHINGTON,DC200015554     		  PUBLIC CHARITY GENERAL MISSION 7,000
    YACHAD
    8720 GEORGIA AVENUE
    SILVER SPRING,MD20910     		  PUBLIC CHARITY GENERAL MISSION 25,000
    Total .................................bullet 3a 4,144,098
    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 ...........     		    14 563  
    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 ............     		    18 5,058,207  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSUBLEASE INCOME     		    16 2,326  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 6,457,072 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,457,072
    (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 LOIS AND RICHARD ENGLAND FOUNDATION
    INC C/O RICHARD ENGLAND
    Employer identification number

    52-1691418
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE LOIS AND RICHARD ENGLAND FOUNDATION
    INC C/O RICHARD ENGLAND         		Employer identification number
    52-1691418
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THE LOIS ENGLAND TRUST
     
    PO BOX 34-1107
     
    BETHESDA, MD20827

    		$ 935,258


    (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
    THE LOIS AND RICHARD ENGLAND FOUNDATION
    INC C/O RICHARD ENGLAND         		Employer identification number

    52-1691418
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE LOIS AND RICHARD ENGLAND FOUNDATION
    INC C/O RICHARD ENGLAND         		Employer identification number

    52-1691418
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND
    EIN:
    52-1691418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 11,804 8,853   2,951

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND
    EIN:
    52-1691418
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CPG ACTIVIST FUND 340,006 431,180
    CPG BROOKFIELD FUND 238,635 249,754
    CPG CARLYLE PRIVATE FUND 759,972 841,489
    DF DENT 3,244,160 11,619,946
    LOOMIS SAYLES INVESTMENT 3,028,068 3,102,756
    RAYMOND JAMES/ALEX BROWN 12,431,278 20,177,223
    CHARLES SCHWAB #1810 5,807,380 8,495,500
    CHARLES SCHWAB #2561 447,503 498,526
    TWEEDY BROWNE GLOBAL VALUE 6,505,970 7,257,094
    CHARLES SCHWAB #9485 26,823,969 35,450,612

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND
    EIN:
    52-1691418
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AVISTONE CITYGATE AT COST 3,463 3,463
    AVISTONE NORTHWEST LLC AT COST 2,674 2,674
    ENTERPRISE COMMUNITY AT COST 406,556 406,556
    FEG PRIVATE OPP FUND AT COST 239,244 321,550
    GOLDEN TREE DISTRESSED FUND III AT COST 336,313 336,313
    GOLDENTREE DISTRESSED CO- INVESTMENT FUND III AT COST 77,530 77,530
    HILLSON PARTNERS LP AT COST 2,305,687 2,765,640
    ISRAEL BONDS AT COST 500,000 500,000
    NEXTGEN VENTURES FUND AT COST 338,337 445,373
    PINKARD FUND II AT COST 190,784 277,388
    RETHINK IMPACT II AT COST 113,636 108,647
    SWAN & LEGEND FUND 4 AT COST 748,998 767,651
    TIFF DIVERSIFIED STRATEGY FUND AT COST 613,783 1,806,779
    TIFF REAL ESTATE PARTNERS AT COST 65,891 65,891
    VIKING PARTNERS IV AT COST 340,009 339,932
    SWAN HOSPITALITY AT COST 250,821 250,821
    AVISTONE INDUSTRIAL PROPERTY FUND III AT COST 133,652 133,652
    PINKARD FUND III AT COST 51,502 51,502
    OWL ROCK AT COST 267,894 277,288
    ICAPITAL SLP VI AND SLA II ACCESS AT COST 218,602 218,602
    ICAPITAL BLACKSTONE AT COST 84,375 121,943

    TY 2021 OtherExpensesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND
    EIN:
    52-1691418
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 107 107   0
    SUPPLIES 997 0   997
    TELEPHONE, FAX, DSL LINES 1,999 0   1,999
    MEMBERSHIP DUES 24,568 0   24,568
    NON DEDUCTIBLE EXPENSES 1,289 0   0
    COMPUTER REPAIRS AND MAINTENANCE 7,500 0   7,500
    PARTNERSHIP INVESTMENT LOSS-UBI 7,577 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND
    EIN:
    52-1691418
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP K-1 OTHER INCOME 230,128 230,128 230,128
    SUBLEASE INCOME 2,326 2,326 2,326


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND
    EIN:
    52-1691418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 637,293 637,293   0
    CONSULTING FEE 193,720 0   193,720


    TY 2021 TaxesSchedule
    Name:
    THE LOIS AND RICHARD ENGLAND FOUNDATION
     
    INC C/O RICHARD ENGLAND
    EIN:
    52-1691418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 15,015 0   0
    FOREIGN TAXES 12,879 12,879   0