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
BENDER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO 1150 CONNECTICUT AVENUE NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
A Employer identification number

52-6054193
B Telephone number (see instructions)

(202) 828-9000
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$164,083,269
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 337,176 337,176  
4 Dividends and interest from securities... 2,491,442 2,491,442  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,867,960
b Gross sales price for all assets on line 6a 11,709,124
7 Capital gain net income (from Part IV, line 2)... 4,867,960
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)....... 1,901,211 1,901,211  
12 Total. Add lines 1 through 11........ 9,597,789 9,597,789  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 330,480 148,716   181,764
14 Other employee salaries and wages...... 120,879 12,088   108,791
15 Pension plans, employee benefits....... 105,985 47,693   67,429
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 7,280 3,640   3,640
c Other professional fees (attach schedule).... 320,033 200,617   64,717
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 151,283 51,283   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 83,806 14,483   82,068
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 305,852 7,527   43,555
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,425,598 486,047   551,964
25 Contributions, gifts, grants paid....... 5,606,035 5,606,035
26 Total expenses and disbursements. Add lines 24 and 25 7,031,633 486,047   6,157,999
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,566,156
b Net investment income (if negative, enter -0-) 9,111,742
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............. 140,857 804,201 804,201
2 Savings and temporary cash investments......... 2,926,552 1,640,057 1,640,057
3 Accounts receivable bullet10,129
Less: allowance for doubtful accounts bullet   42,254 10,129 10,129
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)..... 33,760 71,354 71,354
7 Other notes and loans receivable (attach schedule) bullet39,349,745
Less: allowance for doubtful accounts bullet0 38,763,905 39,349,745 39,349,745
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 12,745 12,745 12,745
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 50,904,455 Click to see attachment59,768,086 59,768,086
c Investments—corporate bonds (attach schedule)....... 19,804,110 Click to see attachment21,064,526 21,064,526
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 34,359,867 Click to see attachment40,164,425 40,164,425
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,155,335 Click to see attachment1,198,001 Click to see attachment1,198,001
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 148,143,840 164,083,269 164,083,269
Liabilities 17 Accounts payable and accrued expenses.......... 262,665 134,838
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)......... 262,665 134,838
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 147,881,175 163,948,431
29 Total net assets or fund balances (see instructions)..... 147,881,175 163,948,431
30 Total liabilities and net assets/fund balances (see instructions). 148,143,840 164,083,269
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
147,881,175
2
Enter amount from Part I, line 27a .....................
2
2,566,156
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
13,501,100
4
Add lines 1, 2, and 3 ..........................
4
163,948,431
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
163,948,431
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 K-1 PARTNERSHIP INVESTMENTS P    
b VANGUARD ST      
c VANGUARD ST      
d MERRILL LYNCH # 02038 ST      
e MERRILL LYNCH # 02038 LT      
MERRILL LYNCH # 02044 ST      
MERRILL LYNCH # 02044 LT      
MERRILL LYNCH # 02041 ST      
MERRILL LYNCH # 02041 LT      
BLACKSTONE ALT IV INVESTMENT      
BLACKSTONE ALT 2016 INVESTMENT      
BLACKSTONE STRATEGIC INVESTMENT      
BCP VIII INVESTMENT      
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       831,267
b 736,464   736,428 36
c 5,894,072   4,508,978 1,385,094
d 552,308   551,030 1,278
e 1,442,332   1,393,364 48,968
204,514   181,606 22,908
235,798   220,637 15,161
55,834   60,610 -4,776
166,851   132,172 34,679
      46,148
      51,734
      12,851
      1,661
2,420,951     2,420,951
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       831,267
b       36
c       1,385,094
d       1,278
e       48,968
      22,908
      15,161
      -4,776
      34,679
      46,148
      51,734
      12,851
      1,661
      2,420,951
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 4,867,960
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........................... 3 126,653
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- ..... 5 126,653
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 228,622
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 328,622
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 10 201,969
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet201,969 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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 ofbulletJULIE BENDER SILVERPRESIDENT Telephone no.bullet (202) 828-9000

    Located atbullet2 BETHESDA METRO CNETER SUITE 1320BETHESDAMD 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)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID S BENDER VP/TREASURER/SECRETARY
    10.00
    9,000 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    BARBARA A BENDER VICE PRESIDENT
    5.00
    6,000 51,280 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    JASON BELINKIE DIRECTOR
    5.00
    124,132 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    JENA RILEY DIRECTOR
    5.00
    2,800 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    JULIE BENDER SILVER PRESIDENT
    40.00
    184,448 46,987 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    DAVID SILVER DIRECTOR
    5.00
    1,300 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    NIKKI BENDER COLE DIRECTOR
    5.00
    2,800 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    NANETTE BENDER DIRECTOR
    5.00
    0 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    JAKE BENDER DIRECTOR
    5.00
    0 0 0
    1150 CONNECTICUT AVENUE NW 900
    WASHINGTON,DC20036
    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
    SUZANNE VERMILLION EMPLOYEE
    40.00
    86,462 7,719 0
    2 BETHESDA METRO CENTER SUITE 1320
    BETHESDA,MD20814
    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
    INTENTIONAL PHILANTHROPY LLC CONSULTING 119,416
    3 BETHESDA METRO CENTER 960
    BETHESDA,MD20814
    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
    113,032,575
    b
    Average of monthly cash balances.......................
    1b
    2,755,836
    c
    Fair market value of all other assets (see instructions)................
    1c
    40,044,269
    d
    Total (add lines 1a, b, and c).........................
    1d
    155,832,680
    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
    155,832,680
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,337,490
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    153,495,190
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,674,760
    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
    7,674,760
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    126,653
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    126,653
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,548,107
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,548,107
    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
    7,548,107
    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 7,548,107
    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...... 224,015
    b From 2017...... 434,978
    c From 2018...... 12,120
    d From 2019...... 38,649
    e From 2020......  
    f Total of lines 3a through e ........ 709,762
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,157,999
    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..... 6,157,999
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 709,762 709,762
    (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 ..........
    680,346
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852
      PUBLIC CHARITY EXECU.SALARY SUPPORT 300,000
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016
      PUBLIC CHARITY CENTER FOR ATHLETIC PERFORMANCE 300,000
    MEDSTAR WASHINGTON HOSPITAL CENTER
    110 IRVING ST NW
    WASHINGTON,DC20010
      PUBLIC CHARITY MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL 250,000
    ASHLEY ADDICTION TREATMENT
    800 TYDINGS LANE
    HAVRE DE GRACE,MD21078
      PUBLIC CHARITY NEW ROOF & OUT OF DATE KITCHEN 250,000
    SUBURBAN HOSPITAL FOUNDATION
    8600 OLD GEORGETOWN RD
    BETHESDA,MD20814
      PUBLIC CHARITY SONDRA AND HOWARD BENDER EMERGENCY DEPT 250,000
    VANGUARD CHARITABLE FUND
    PO BOX 9509
    WARWICK,RI028899509
      PUBLIC CHARITY DISCRETIONARY FUND 250,000
    BANK OF AMERICA CHARITABLE GIFT FUNDS
    PO BOX 55850
    BOSTON,MA022055850
      PUBLIC CHARITY DISCRETIONARY FUND 250,000
    ANTI-DEFAMATION LEAGUE
    1100 CONNECTICUT AVENUE NW
    WASHINGTON,DC20036
      PUBLIC CHARITY THE BENDER INSTITUTE COMBATTING BIAS, BULLYING AND ANTI-SEMITISM THROUGH EDUCATION 250,000
    BANK OF AMERICA CHARITABLE GIFT FUNDS
    PO BOX 55850
    BOSTON,MA022055850
      PUBLIC CHARITY DISCRETIONARY FUND 250,000
    AMERICAN HEART ASSOCIATION
    4601 N FAIRFAX DRIVE
    ARLINGTON,VA22203
      PUBLIC CHARITY HEART BALL 150,000
    REACH EDUCATION INC
    10105 REPRISE DR
    ROCKVILLE,MD20850
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 125,000
    MARY'S CENTER
    233 ONTARIO ROAD NW
    WASHINGTON,DC20009
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    TORTURE ABOLITION AND SURVIVORS SUPP
    4121 HAREWOOD ROAD NE SUITE B
    WASHINGTON,VA20017
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    ATHLETES FOR HOPE
    2 BETHESDA MTERO CENTER 1320
    BETHESDA,MD20814
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    MARYLAND HORSE FOUNDATION
    321 MAIN STREET
    RESITERSTOWN,MD21136
      PUBLIC CHARITY MARYLAND HORSE LIBRARY 100,000
    ATHLETES UNITED FOR SOCIAL JUSTICE
    740 15TH ST NW 3RD FLOOR
    WASHINGTON,DC20005
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852
      PUBLIC CHARITY BENDER-DOSIK PARENTING CENTER 100,000
    BETHESDA CHEVY-CHASE RESCUE SQUAD
    5020 BATTERY LN
    BETHESDA,DC20814
      PUBLIC CHARITY STATE OF THE ART RESCUE SQUAD PAYM. 100,000
    CITYDANCE ESSEMBLE
    5301 TUCKERMAN LANE
    NORTH BETHESDA,MD20852
      PUBLIC CHARITY THE DREAM SCHOOL FOR DANCE 100,000
    JEWISH WOMEN INTERNATIONAL
    1129 20TH NW SUITE801
    WASHINGTON,DC20036
      PUBLIC CHARITY YOUNG WOMEN'S LEADERSHIP NETWORK 100,000
    FUTURE LINK
    15 W GUDE DRIVE 150
    ROCKVILLE,MD20850
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 95,000
    IDENTITY INC
    414 E DIAMOND AVE
    GAITHERSBURG,MD20877
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 85,000
    HOMELESS CHILDREN'S PLAYTIME PROJECT
    1525 NEWTON ST NW
    WASHINGTON,DC20010
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 75,000
    COLLEGE TRACKS
    5126 MANNING DRIVE
    BETHESDA,MD20814
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 75,000
    HOPE FOR HENRY
    2440 WISCONSIN AVE NW SUITE201
    WASHINGTON,DC20007
      PUBLIC CHARITY MORE THAN MEDICINE PAYMENT 75,000
    IMAGINATION STAGE
    4908 AUBURN AVE
    BETHESDA,DC20814
      PUBLIC CHARITY LEARNING THROUGH THEATRE 60,000
    JEWISH SOCIAL SERVICE AGENCY
    6123 MONTROSE ROAD
    ROCKVILLE,MD20852
      PUBLIC CHARITY CHILD MENTAL HEALTH 60,000
    AMERICAN HEART ASSOCIATION
    4601 N FAIRFAX DRIVE
    ARLINGTON,VA22203
      PUBLIC CHARITY 2021 HEART WALK 50,735
    WEILL CORNELL MEDICINE
    1300 YORK AVENUE
    NEW YORK,NY10065
      PUBLIC CHARITY IMMUNE RESPONSE TO SARS COV-2 VACCINATION IN PREGNANT AND LACTATING WOMEN AND THEIR NEONATES 50,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD 100
    NORTH BETHESDA,MD20852
      PUBLIC CHARITY ANNUAL CAMPAIGN 50,000
    HOPE AND A HOME
    1236 COLUMBIA ROAD NW
    WASHINGTON,DC20009
      PUBLIC CHARITY HIGHER EDUCATION FOR ALL PROGRAMS 50,000
    JEWISH SOCIAL SERVICE AGENCYQ
    200 WOODS HILL ROAD
    ROCKVILLE,MD20850
      PUBLIC CHARITY SONDRA AND HOWARD BENDER ENDOWMENT FOR SENIOR SERVICES 50,000
    JEWISH WOMEN INTERNATIONAL
    1129 20TH STREET NW 801
    WASHINGTON,DC20036
      PUBLIC CHARITY LEADERSHIP INSTITUTE 50,000
    CENTER FOR ADOPTION SUPPORT AND EDUCATION
    3919 NATIONAL DRIVE 200
    BURTONSVILLE,MD20866
      PUBLIC CHARITY NTI TRAINING ADAPTATION FOR SCHOOL BASED MENTAL HEALTH PROFESSIONALS 50,000
    FAMILY SERVICES INC
    610 EAST DIAMOND AVE 100
    GAITHERSBURG,MD20877
      PUBLIC CHARITY TRAUMA INFORMED SCHOOLS PROGRAMS (TIS) 50,000
    PEACE OF MIND
    5540 NEVADA AVE NW
    WASHINGTON,DC20015
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    COLLEGIATE DIRECTIONS INC
    4827 RUGBY AVE 001
    BETHESDA,MD20814
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 2021 50,000
    CHARLES E SMITH JEWISH DAY SCHOOL
    1901 E JEFFERSON ST
    ROCKVILLE,DC20852
      PUBLIC CHARITY THREE YEAR MA'AYAN AND ATHLETICS 50,000
    SO WHAT ELSE
    ONE PRESERVE PARKWAY SUITE 150
    ROCKVILLE,MD20852
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    LEVELING THE PLAYING FIELD
    9170 BROOKVILLE RD
    SILVER SPRING,MD20910
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    MACCABI USA
    1511 WALNUT STREET 401
    PHILADELPHIA,PA19102
      PUBLIC CHARITY STUART WEITZMAN ENDOWED SCHOLARSHIP FUND FOR ATHLETES IN FINANCIAL NEED 40,000
    THE LITERACY LAB
    1400 16TH ST NW 410
    WASHINGTON,DC20036
      PUBLIC CHARITY THE LITERACY LAB - METRO DC 38,000
    ROCKETSHIP EDUCATION INC
    350 TWIN DOLPHIN DRIVE 109
    REDWOOD,CA94065
      PUBLIC CHARITY ROCKETEERS/HEALTHY MINDS/HEALTY BODIES 31,500
    NONPROFIT MONTGOMERY
    6010 EXECUTIVE BLVD 200
    ROCKVILLE,MD20852
      PUBLIC CHARITY MMF MATCH FOR EARLY CHILDHOOD 30,800
    HOLY CROSS HEALTH FOUNDATION
    10720 COLUMBIA PIKE
    SILVER SPRING,MD20901
      PUBLIC CHARITY HOLY CROSS HEALTH GREENHOUSE AND COMMUNITY GARDEN FOOD SECURITY PROGRAM 30,000
    POTOMAC COMMUNITY RESOURCES
    9200 KENTSDALE DRIVE
    ROCKVILLE,MD20854
      PUBLIC CHARITY FITNESS / HEALTH & WELLNESS PROGRAM 30,000
    NATIONAL BUILDING MUSEUM
    401 F STREET
    WASHINGTON,DC20001
      PUBLIC CHARITY 2021 VIRTUAL GALA GENERAL SUPPORT 25,000
    TEENS RUN DC
    PO BOX 15651
    WASHINGTON,DC20003
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    SHALOM LEARNING INC
    6900 WISCONSIN AVENUE 200
    BETHESDA,MD20815
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    ANTI-DEFAMATION LEAGUE
    1100 CONNECTICUT AVENUE NW
    WASHINGTON,DC20036
      PUBLIC CHARITY CONCERT AGAINST HATE 25,000
    UNITED STATES HOLOCUAST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
      PUBLIC CHARITY 2021 NATIONAL TRIBUTE DINNER (DONATION ONLY) 25,000
    SPIRIT CLUB FOUNDATION
    PO BOX 443
    KENSINGTON,MD20895
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    KOA SPORTS LEAGUE INC
    9801 WASHINGTON BLVD 105
    GAITHERSBURG,MD20878
      PUBLIC CHARITY KOA PREPATORY 25,000
    PARENT ENCOURAGEMENT PROGRAM INC
    10100 CONNECTICUT AVENUE
    KENSINGTON,MD208953809
      PUBLIC CHARITY PEP 25,000
    KENNEDY CENTER
    2700 F ST NW
    WASHINGTON,DC20566
      PUBLIC CHARITY FOR THE PERFORMING ARTS EDUCATION PROGRAM 25,000
    JEWISH FOUNDATION FOR GROUP
    1500 E JEFFERSON ST
    ROCKVILLE,MD20852
      PUBLIC CHARITY PART-TIME BEHAVORIAL SPECIALIST 25,000
    DC SCORES
    1140 CONNECTICUT AVE NW SUITE 1200
    WASHINGTON,DC20036
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    IMAGINATION STAGE
    4908 AUBURN AVENUE
    BETHESDA,MD20814
      PUBLIC CHARITY EVENT HONORING BONNIE FOGEL (DONATION ONLY) 25,000
    GIRLS ON THE RUN OF MONTGOMERY COUNTY
    11821 PARKLAWN DR 125
    ROCKVILLE,MD20852
      PUBLIC CHARITY FINANCIAL AID AND SHOES 25,000
    SUNFLOWER BAKERY
    5951 HALPINE ROAD
    ROCKVILLE,MD20852
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000
    CHILDREN'S HOSPITAL FOUNDATION
    801 ROEDER RD 300
    SILVER SPRING,MD20910
      PUBLIC CHARITY HEARTSONGS LUNCHEON 20,000
    MANNA FOOD CENTER
    12301 OLD COLUMBIA PIKE SUITE 200
    SILVER SPRING,MD20904
      PUBLIC CHARITY COVID-19 SUPPORT 20,000
    COMMUNITY FOUNDATION MONTGOMERY
    8720 GEORGIA AVENUE 202
    SILVER SPRING,MD20910
      PUBLIC CHARITY FOOD FOR MONTGOMERY 20,000
    I SUPPORT THE GIRLS
    514 HILLSBORO DRIVE
    SILVER SPRING,MD20902
      PUBLIC CHARITY ELEVATE DIGNITY DC 20,000
    NONPROFIT MONTGOMERY
    6010 EXECUTIVE BLVD 200
    ROCKVILLE,MD20852
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000
    CORPORATION OF THE WASHINGTON LATIN SCHOOL
    5200 2ND STREET
    WASHINGTON,DC200116622
      PUBLIC CHARITY PROJECT WISHLIST-HEALTHY MINDS / HEALTHY BODIES 18,500
    JEWISH COUNCIL FOR THE AGING
    12320 PARKLAWN DRIVE
    ROCKVILLE,MD20852
      PUBLIC CHARITY STRATEGIC PLANNING 15,000
    HIGHER ACHIEVEMENT
    317 8TH STREET NE
    WASHINGTON,DC20002
      PUBLIC CHARITY 2021 VIRTUAL GOING PLACES 15,000
    ATHLETES FOR HOPE
    2 BETHESDA METRO CENTER 1320
    BETHESDA,MD20814
      PUBLIC CHARITY AFH SUBLEASE GRANT 14,000
    UNIVERSITY OF MARYLAND FOUNDATION
    2713 COMCAST CENTER TERRAPIN TRAIL
    COLLEGE PARK,DC20740
      PUBLIC CHARITY TOP TERP IN MEMORY OF HOWARD M. BENDER 11,000
    MONTGOMERY COUNTY FOOD COUNCIL
    4825 CORDELL AVENUE SUITE 204
    BETHESDA,MD20814
      PUBLIC CHARITY GENERAL SUPPORT 10,000
    JWI
    12129 20TH STREET SUITE 801
    WASHINGTON,DC20036
      PUBLIC CHARITY JWI NATIONAL LIBRARY 10,000
    MARATHON KIDS
    PO BOX 41317
    AUSTIN TX,TX78704
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    2UNSTOPPABLE
    3810 SANDELWOOD COURT 200
    FAIRFAX,VA22031
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    SO OTHERS MIGHT EAT
    71 O ST NW
    WASHINGTON,DC20001
      PUBLIC CHARITY GENERAL SUPPORT 10,000
    WOLF TRAP FOUNDATION
    1645 TRAP ROAD
    VIENNA,DC22182
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    SUBURBAN HOSPITAL FOUNDATION
    8600 OLD GEORGETOWN RD
    BETHESDA,MD20814
      PUBLIC CHARITY EMERGENCY DEPARTMENT 10,000
    BETHESDA GREEN
    4825 CORDELL AVENUE
    BETHESDA,MD20814
      PUBLIC CHARITY DONATION ONLY (ENVIRONMENTAL PROGRAM) 10,000
    HOPE AND A HOME
    1236 COLUMBIA ROAD NW
    WASHINGTON,DC20009
      PUBLIC CHARITY GENERAL SUPPORT / COVID 10,000
    FURNISHHOPEDC
    1640 GOOD HOPE ROAD SE
    WASHINGTON,DC20020
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    JEWISH FOUNDATION FOR GROUP
    1500 E JEFFERSON ST
    ROCKVILLE,MD20852
      PUBLIC CHARITY ANNUAL CAMPAIGN 10,000
    AMERICAN HEART ASSOCIATION
    4601 N FAIRFAX DRIVE
    ARLINGTON,VA22203
      PUBLIC CHARITY PAINT THE TOWN RED 2021 10,000
    COLON CANCER ALLIANCE
    1025 VERMONT AVE NW SUITW1066
    WASHINGTON,DC20005
      PUBLIC CHARITY GALA DONATION 10,000
    CITY DANCE ESSEMBLE INC
    5301 TUCKERMAN LANE
    NORTH BETHESDA,MD20852
      PUBLIC CHARITY CITYDANCE "THIS IS US" VIRTUAL GALA 10,000
    CENTER FOR ADOPTION SUPPORT AND EDUCATION
    3919 NATIONAL DRIVE 200
    BURTONSVILLE,MD20866
      PUBLIC CHARITY CASE 2021 MASQUERADE GALA & SILENT AUCTION 10,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3601 EXECUTIVE BLVD 400
    ALEXANDRIA,VA22304
      PUBLIC CHARITY LIGHT THE NIGHT VIRTUAL WALK DONATION 6,500
    JEWISH SOCIAL SERVICE AGENCY
    6123 MONTROSE ROAD
    ROCKVILLE,MD20852
      PUBLIC CHARITY TURNING THE TIDE ON MENTAL HEALTH STIGMA 5,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852
      PUBLIC CHARITY IMAGINE 2020 GALA 5,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852
      PUBLIC CHARITY SPORTS HALL OF FAME 2021 5,000
    AUTISM SPEAKS
    2474 S OCEAN BLVD
    HIGHLAND BEACH,FL33487
      PUBLIC CHARITY WALK PALM BEACH 5,000
    JEWISH COALITION AGAINST DOMESTIC ABUSE
    PO BOX 2266
    ROCKVILLE,MD20847
      PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    BEST BUDDIES INTERNATIONAL
    101 NORTH HAVEN STREET 205
    BALTIMORE,MD21229
      PUBLIC CHARITY FRIENDSHIP WALK DONATION ONLY 2,500
    THE NATIONAL THEATRE
    1321 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004
      PUBLIC CHARITY ANNUAL MEMBERSHIP 1,500
    MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
    PO BOX 5014
    HAGERSTOWN,MD21741
      PUBLIC CHARITY IN MEMORY OF THALIA RESNICK 1,000
    Total .................................bullet 3a 5,606,035
    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 ...........
        14 337,176  
    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 4,867,960  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSUBLEASE INCOME
            48,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 9,549,789 48,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,597,789
    (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.)
    11A SUBLEASE OF RENTAL OFFICE
    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

    TY 2021 AccountingFeesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,280 3,640   3,640

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HARBOR BOND FUND 6,395,037 6,395,037
    DOLAN MCENIRY BONDS-ML 3,706,902 3,706,902
    VANGUARD HIGH YIELD CORP 5,737,324 5,737,324
    VANGUARD REIT INDEX 4,189,569 4,189,569
    VANGUARD SHORT-TERM INVESTMENT 1,035,694 1,035,694

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIRST EAGLE FUNDS 4,709,435 4,709,435
    FORTIVE CORP 664,553 664,553
    MERRILL LYNCH-PRITSIOS 1,464,300 1,464,300
    T ROWE PRICE INT'L EQUITY 901,654 901,654
    TWEEDY BROWNE GLOBAL VALUE 4,119,547 4,119,547
    TWEEDY BROWNE HY DIV 1,823,938 1,823,938
    DANAHER CORP- VANGUARD 6,434,388 6,434,388
    VANGUARD DEV MKTS INDEX 3,343,753 3,343,753
    VANGUARD DIVIDEND GROWTH 4,534,802 4,534,802
    VANGUARD EMERGING MKTS 4,157,317 4,157,317
    VANGUARD EQUITY INCOME FUND 4,211,046 4,211,046
    VANGUARD EUROPEAN STOCK 2,875,547 2,875,547
    VANGUARD INTER TERM INV 5,702,148 5,702,148
    VANGUARD TOTAL STK 10,383,985 10,383,985
    YACHTMAN FUND 4,441,673 4,441,673

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALCENTRA FMV 42,286 42,286
    BAIN CAPITAL FMV 752,680 752,680
    BCP VIII ACCESS FUND FMV 209,597 209,597
    BLACKSTONE SOLUTIONS 2016 FUND FMV 619,628 619,628
    BLACKSTONE ALT SOL IV FMV 543,823 543,823
    BLACKSTONE GSO SECURED FMV 673,887 673,887
    BLACKSTONE STRATEGIC FMV 358,515 358,515
    BLUESTONE INVESTMENT PARTNERS FMV 6,285 6,285
    BLUESTONE INVESTMENT PARTNERS II FMV 743,289 743,289
    CAMBER CREEK IV FMV 435,785 435,785
    CAMBER CREEK VI FMV 43,750 43,750
    CAPITAL BANK CONVERTIBLE DEBT FMV 4,366,702 4,366,702
    CAPITAL GROUP INTERNATIONAL- ML FMV 1,290,834 1,290,834
    CARLYLE BUYOUT II FMV 276,801 276,801
    CHAMBER CREEK FUND III FMV 618,574 618,574
    ESCHATON OPPORTUNITY FUND-CAPITAL BANK FMV 2,619,190 2,619,190
    HILLTOP OUTPARCEL LLC FMV 12,712 12,712
    HILLTOP PLAZA FMV 487,288 487,288
    ISRAEL BONDS FMV 250,000 250,000
    JBGSMITH PROPERTIES FMV 103,900 103,900
    MANOR ROAD OWNER LLC FMV 500,000 500,000
    OAKMARK INT'L FMV 2,523,645 2,523,645
    OWL ROCK FMV 1,121,220 1,121,220
    PIMCO TOTAL RETURN FUND FMV 1,765,621 1,765,621
    SCHWAB FUND INT'L LARGE FMV 983,428 983,428
    SCHWAB FUND US LARGE FMV 11,163,519 11,163,519
    SEQUOIA FUND FMV 7,178,212 7,178,212
    URBAN EDGE PROPERTIES FMV 68,025 68,025
    VONTIER CORP FMV 106,541 106,541
    VORNADO REALTY LP FMV 298,688 298,688

    TY 2021 OtherAssetsSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LIFE INSURANCE RECEIVABLE 913,967 952,443 952,443
    PREPAID INCOME TAXES 228,623 232,813 232,813
    SECURITY DEPOSIT 12,745 12,745 12,745


    TY 2021 OtherExpensesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRANSPORTATION 20,298 0   20,298
    OFFICE EXPENSE 8,236 0   8,236
    TELEPHONE 8,625 0   8,625
    INSURANCE 6,396 0   6,396
    K-1 PARTNERSHIP INVESTMENT LOSSES 262,297 7,527   0


    TY 2021 OtherIncomeSchedule2
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NOTE RECEIVABLE INTEREST 1,853,156 1,853,156 1,853,156
    MISCELLANEOUS INCOME 55 55 55
    SUBLEASE INCOME 48,000 48,000 48,000


    TY 2021 OtherIncreasesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Description Amount
    UNREALIZED GAINS ON INVESTMENTS 13,501,100


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    K-1 PARTNERSHIP INVESTMENT FEES 143,328 143,328   0
    CONSULTING FEES 119,416 0   64,717
    INVESTMENT BROKER FEES 57,289 57,289   0


    TY 2021 TaxesSchedule
    Name:
    BENDER FOUNDATION INC
    EIN:
    52-6054193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 45,859 45,859   0
    K-1 PARTNERSHIP INVESTMENT FOREIGN TAXES 5,424 5,424   0
    FEDERAL EXCISE TAX 100,000 0   0