Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
WILLIAM S ABELL FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2 WISCONSIN CIR 700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD208157033
A Employer identification number

52-1435573
B Telephone number (see instructions)

(240) 835-1831
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$68,673,025J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 622,365 622,365  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,301,981
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 2,301,981
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
List of Attached Documents:
// Content
12,116 -21,598  
12 Total. Add lines 1 through 11........ 2,936,462 2,902,748  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 216,460 0   216,460
14 Other employee salaries and wages...... 142,382 0   142,382
15 Pension plans, employee benefits....... 22,211 0   22,211
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,725 0   14,725
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
66,978 50,233   16,745
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
142,005 132,223   9,782
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
200,603 20,694   12,338
19 Depreciation (attach schedule) and depletion... 906 0  
20 Occupancy.............. 89,082 0   89,082
21 Travel, conferences, and meetings....... 11,754 0   11,754
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
175,895 118,103   57,792
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,083,001 321,253   593,271
25 Contributions, gifts, grants paid....... 3,300,475 3,300,475
26 Total expenses and disbursements. Add lines 24 and 25 4,383,476 321,253   3,893,746
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,447,014
b Net investment income (if negative, enter -0-) 2,581,495
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 177,454 -1,508,222 -1,508,222
2 Savings and temporary cash investments......... 575,876 3,435,671 3,435,671
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 511,444 Click to see attachment
List of Attached Documents:
// Content
532,569 		532,569
b Investments—corporate stock (attach schedule)....... 43,349,442 Click to see attachment
List of Attached Documents:
// Content
34,561,333 		34,561,333
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 38,039,762 Click to see attachment
List of Attached Documents:
// Content
31,139,371 		31,139,371
14 Land, buildings, and equipment: basis right arrow121,143
Less: accumulated depreciation (attach schedule) right arrow118,402 3,446 Click to see attachment
List of Attached Documents:
// Content
2,741 		2,741
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
509,562 		Click to see attachment
List of Attached Documents:
// Content
509,562 		Click to see attachment
List of Attached Documents:
// Content
509,562
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 83,166,986 68,673,025 68,673,025
Liabilities 17 Accounts payable and accrued expenses.......... 80,000 87,596
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 80,000 87,596
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 83,086,986 68,585,429
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 83,086,986 68,585,429
30 Total liabilities and net assets/fund balances (see instructions). 83,166,986 68,673,025
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
83,086,986
2
Enter amount from Part I, line 27a .....................
2
-1,447,014
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
81,639,972
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
13,054,543
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
68,585,429
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2019-12-31 2022-12-31
b SHORT TERM CAPITAL GAINS - PTSP'S P 2022-01-01 2022-12-31
c LONG TERM CAPITAL GAINS - PTSP'S P 2021-12-30 2022-12-31
d SECTION 1231 LOSS - PTSP'S P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       1,914,333
b       131,804
c       257,519
d       -1,675
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,914,333
b       131,804
c       257,519
d       -1,675
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,301,981
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 35,883
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 35,883
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 35,883
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 95,960
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 95,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 60,067
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow60,067 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA, MD
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWILLIAMSABELLFOUNDATION.ORG
14
The books are in care ofright arrowJANET MILLER Telephone no.right arrow (240) 835-1831

Located atright arrow2 WISCONSIN CIR 700CHEVY CHASEMD ZIP+4right arrow208157033
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
CHRISTINA CASTLE TRUSTEE & PRESIDENT
5.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
ELEANOR NURMI TRUSTEE & VICE PRES.
8.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
MIKE NOLAN TRUSTEE & TREASURER
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
KELLEY ABELL TRUSTEE & CHAIR
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
ARYN CASTLE TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
CINDY WORK ABELL TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
CLEO SCHNEIDER TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
ELIZABETH SITES TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
GREG ABELL TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
JAMISON SITES TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
JENNIFER SHOOP TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
JESSICA GANJAMIE TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
KEVIN O'C ABELL TRUSTEE
5.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
LANDON SHOOP TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
MARY KATHRYN NOLAN TRUSTEE
1.00 		0 0 0
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
JANET R MILLER EXECUTIVE DIRECTOR
40.00 		216,460 3,648 2,406
2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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 PHILANTHROPHY LLC MANAGEMENT AND GRANT CONSULTING 75,057
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
RSM US LLP ACCOUNTING & TAX PREPARATION SERVICES 67,976
331 W 3RD STREET STE 200
DAVENPORT,IA52801
FLEX PROFESSIONALS STAFFING SERVICES 67,190
10300 EATON PLACE SUITE 440
FAIRFAX,VA22030
Total number of others receiving over $50,000 for professional services.............right arrow0
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 N/A 0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
52,130,165
b
Average of monthly cash balances.......................
1b
1,298,052
c
Fair market value of all other assets (see instructions)................
1c
17,667,346
d
Total (add lines 1a, b, and c).........................
1d
71,095,563
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
71,095,563
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,066,433
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
70,029,130
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,501,457
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
3,501,457
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
35,883
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
35,883
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,465,574
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,465,574
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
3,465,574
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
3,893,746
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,893,746
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,465,574
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 181,075
b From 2018...... 199,453
c From 2019......  
d From 2020...... 253,799
e From 2021......  
f Total of lines 3a through e ........ 634,327
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,893,746
a Applied to 2021, 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 2022 distributable amount..... 3,465,574
e Remaining amount distributed out of corpus 428,172
5 Excess distributions carryover applied to 2022. 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 1,062,499
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		181,075
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		881,424
10 Analysis of line 9:
a Excess from 2018.... 199,453
b Excess from 2019....  
c Excess from 2020.... 253,799
d Excess from 2021....  
e Excess from 2022.... 428,172
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JANET MILLER EXECUTIVE DIRECTOR
2 WISCONSIN CIRCLE SUITE 890
CHEVY CHASE,MD20815
(301) 652-2224
bThe form in which applications should be submitted and information and materials they should include:
THE BOARD APPROVES GRANTS ON A CASE-BY-CASE BASIS AFTER REVIEWING INFORMATION SUBMITTED BY APPLICANTS.
cAny submission deadlines:
THE FOUNDATION HAS ADOPTED A TWO CYCLE PER YEAR FUNDING PROGRAM.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE BOARD APPROVES GRANTS ON A CASE-BY-CASE BASIS AFTER REVIEWING INFORMATION SUBMITTED BY APPLICANTS.
Form 990-PF (2022)
Form 990-PF (2022)
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

A WIDER CIRCLE INC

9159 BROOKVILLE ROAD
SILVER SPRING,MD20910 		NONE PC HOMELESS GRANT 25,000

AMERICAN MUSLIM SENIOR SOCIETY

15800 CRABBS BRANCH WAY
ROCKVILLE,MD20855 		NONE PC HUNGRY GRANT 25,000

ARC OF PRINCE GEORGE'S COUNTY INC

1401 MCCORMICK DRIVE
UPPER MARLBORO,MD20774 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

ART ENABLES

2204 RHODE ISLAND AVE NE
WASHINGTON,DC20018 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

ARTSTREAM INC

8401 CONNECTICUT AVE 1230
CHEVY CHASE,MD20815 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

ASIAN PACIFIC AMERICAN LEGAL RESOURCE

1627 K STREET NW SUITE 610
WASHINGTON,DC20006 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

BARKER FOUNDATION INC

7979 OLD GEORGETOWN ROAD SUITE 100
BETHESDA,MD20814 		NONE PC NEEDY PREGNANT WOMEN GRANT 25,000

BAY COMMUNITY SUPPORT SERVICES INC

25410 ROSEDALE LANE
HOLLYWOOD,MD20636 		NONE PC SI INTELLECTUAL DISABILITIES GRANTS 53,000

BEST BUDDIES INTERNATIONAL INC

101 NORTH HAVEN ST SUITE 205
BALTIMORE,MD21224 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

BISHOP JOHN T WALKER SCHOOL FOR BOYS

1801 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		NONE PC HUNGRY GRANT 25,000

BISHOP JOHN T WALKER SCHOOL FOR BOYS

1801 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		NONE PC SI HUNGER GRANTS 50,000

BRIGHT BEGINNINGS INC

3418 4TH STREET SE
WASHINGTON,DC20032 		NONE PC HOMELESS GRANT 25,000

BUILDING BRIDGES ACROSS THE RIVER

THEARC 1901 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

BYTE BACK

899 N CAPITOL STREET NE SUITE 850
WASHINGTON,DC20002 		NONE PC HOMELESS GRANT 25,000

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVE NE
WASHINGTON,DC20017 		NONE PC HUNGRY GRANT 25,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON

924 G STREET NW
WASHINGTON,DC20001 		NONE PC HUNGRY GRANT 25,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON

924 G STREET NW
WASHINGTON,DC20001 		NONE PC HOMELESS GRANT 25,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON

924 G STREET NW
WASHINGTON,DC20001 		NONE PC SI EMERGENCY FUND GRANTS 50,000

CATHOLIC COALITION FOR SPECIAL EDUCATION

10400 CONNECTICUT AVE SUITE 603
KENSINGTON,MD20895 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

CHESAPEAKE CHURCH

6201 SOLOMONS ISLAND RD
HUNTINGTOWN,MD20639 		NONE PC HUNGRY GRANT 25,000

CHRIST CHILD SOCIETY

5101 WISCONSIN AVE NW 102
WASHINGTON,DC20016 		NONE PC SI HOMELESSNESS GRANTS 10,000

CHRIST CHILD SOCIETY

5101 WISCONSIN AVE NW 102
WASHINGTON,DC20016 		NONE PC SI ABUSED WOMEN & CHILDREN GRANTS 10,000

CHRIST CHILD SOCIETY

5101 WISCONSIN AVE NW 102
WASHINGTON,DC20016 		NONE PC SI AT RISK PREGNANT WOMEN GRANTS 10,000

CHRIST CHILD SOCIETY

5101 WISCONSIN AVE NW 102
WASHINGTON,DC20016 		NONE PC SI NEIGHBORHOOD INITIATIVE GRANTS 10,000

CHRIST HOUSE

1717 COLUMBIA ROAD NW
WASHINGTON,DC20009 		NONE PC HOMELESS GRANT 25,000

CITY DANCE ENSEMBLE INC

4000 ALBERMARLE STREET NW SUITE 304
WASHINGTON,DC20016 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

COMMUNITY ADVOCATES FOR FAMILY & YOUTH

1300 CARAWAY COURT SUITE 205
LARGO,MD20774 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

COMMUNITY FAMILY LIFE SERVICES INC

305 E STREET NW
WASHINGTON,DC20001 		NONE PC HOMELESS GRANT 25,000

COMMUNITY FAMILY LIFE SERVICES INC

305 E STREET NW
WASHINGTON,DC20001 		NONE PC SI HOMELESSNESS GRANTS 50,000

COURT APPOINTED SPECIAL ADVOCATE

6811 KENILWORTH AVE SUITE 402
RIVERDALE,MD20737 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

CROSSROADS COMMUNITY FOOD NETWORK INC

6930 CARROLL AVE SUITE 426
TAKOMA PARK,MD20912 		NONE PC HUNGRY GRANT 25,000

DC AFFORDABLE LAW FIRM

1717 K ST NW
WASHINGTON,DC20006 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

DC CENTRAL KITCHEN INC

2121 1ST STREET SW
WASHINGTON,DC20024 		NONE PC HUNGRY GRANT 25,000

DC FISCAL POLICY INSTITUTE INC

1275 FIRST STREET NE SUITE 1200
WASHINGTON,DC20002 		NONE PC SI HOMELESSNESS GRANTS 47,000

DON BOSCO CRISTO REY HIGH SCHOOL

OF THE ARCHDIOCESE OF WASHINGTON101
LARCH AVE
TAKOMA PARK,MD20912 		NONE PC HOMELESS GRANT 34,000

END HUNGER IN CALVERT COUNTY INC

6201 SOLOMONS ISLAND ROAD
HUNTINGTOWN,MD20639 		NONE PC HUNGRY GRANT 25,000

END HUNGER IN CALVERT COUNTY INC

6201 SOLOMONS ISLAND ROAD
HUNTINGTOWN,MD20639 		NONE PC SI HUNGER GRANTS 75,000

EVERYMIND INC

1000 TWINBROOK PARKWAY
ROCKVILLE,MD20851 		NONE PC HOMELESS GRANT 25,000

FARMING 4 HUNGER INC

2015 OLIVER DR
PRINCE FREDERICK,MD20678 		NONE PC HUNGRY GRANT 25,000

FARMING 4 HUNGER INC

2015 OLIVER DR
PRINCE FREDERICK,MD20678 		NONE PC SI HUNGER GRANTS 75,000

FOLGER SHAKESPEARE LIBRARY

TRUSTEES OF AMHERST COLLEGE201 EAST
CAPITOL ST SE
WASHINGTON,DC20003 		NONE PC SI MARGARET ABELL POWELL GRANTS 25,000

FOOD & FRIENDS

219 RIGGS ROAD NE
WASHINGTON,DC20011 		NONE PC HUNGRY GRANT 25,000

FRIENDS OF COMPASS INC

1720 N STREET NW
WASHINGTON,DC20036 		NONE PC HOMELESS GRANT 25,000

GEORGETOWN MINISTRY CENTER

1041 WISCONSIN AVE NW
WASHINGTON,DC20007 		NONE PC HOMELESS GRANT 25,000

GERMANTOWN CULTURAL ARTS CENTER INC

12901 TOWN COMMONS DRIVE
GERMANTOWN,MD20874 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

GLOBAL SUSTAINABLE

800 BOYLSTON ST 990220
BOSTON,MA02199 		NONE PC SI INTELLECTUAL DISABILITIES GRANTS 6,000

GREATER DC DIAPER BANK

1532 A STREET NORTHEAST
WASHINGTON,DC20002 		NONE PC NEEDY PREGNANT WOMEN GRANT 25,000

HEALTHY BABIES PROJECT INC

4501 GRANT ST NE
WASHINGTON,DC20019 		NONE PC NEEDY PREGNANT WOMEN GRANT 25,000

HOPE AND A HOME

1236 COLUMBIA RD NW LOWER LEVEL
WASHINGTON,DC20009 		NONE PC HOMELESS GRANT 25,000

HOUSE OF RUTH

5 THOMAS CIR NW 4TH FLOOR
WASHINGTON,DC20005 		NONE PC HOMELESS GRANT 25,000

IONA SENIOR SERVICES

4125 ALBEMARLE STREET NW
WASHINGTON,DC200162105 		NONE PC HUNGRY GRANT 25,000

JOSEPH'S HOUSE INC

1730 LANIER PLACE NW
WASHINGTON,DC20009 		NONE PC SI HOMELESSNESS GRANTS 15,000

JOSEPH'S HOUSE INC

1730 LANIER PLACE NW
WASHINGTON,DC20009 		NONE PC SI HOMELESSNESS GRANTS 50,000

JOSEPH'S HOUSE INC

1730 LANIER PLACE NW
WASHINGTON,DC20009 		NONE PC SI EMERGENCY FUND GRANTS 25,000

JUBILEE ASSOCIATION OF MARYLAND

10408 MONTGOMERY AVE
KENSINGTON,MD20895 		NONE PC SI INTELLECTUAL DISABILITIES GRANTS 90,867

JUBILEE HOUSING INC

1631 EUCLID STREET NW
WASHINGTON,DC20009 		NONE PC HOMELESS GRANT 25,000

KEEN GREATER DC LLC

2004 DUNDEE ROAD
ROCKVILLE,MD20850 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

L'ARCHE INC

1840 COLUMBIA RD NW 301
WASHINGTON,DC20009 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

LIFESTYLES OF MARYLAND FOUNDATION INC

6445 TIP HILL DRIVE
LA PLATA,MD20646 		NONE PC HOMELESS GRANT 25,000

MAKOM

1500 EAST JEFFERSON STREET
ROCKVILLE,MD20852 		NONE PC SI INTELLECTUAL DISABILITIES GRANTS 24,608

MAMATOTO VILLAGE INC

311 47TH STREET NE
WASHINGTON,DC20019 		NONE PC NEEDY PREGNANT WOMEN GRANT 25,000

MAMATOTO VILLAGE INC

311 47TH STREET NE
WASHINGTON,DC20019 		NONE PC SI AT RISK PREGNANT WOMEN GRANTS 75,000

MARY HOUSE INC

4303 13TH STREET NE
WASHINGTON,DC20017 		NONE PC HOMELESS GRANT 25,000

MARYLAND COMMUNITY CONNECTION

4401 NICOLE DRIVE
LANHAM,MD20706 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

MARYLAND FOOD BANK

2200 HALETHORPE FARMS ROAD
BALTIMORE,MD21227 		NONE PC HUNGRY GRANT 25,000

MARYLAND YOUTH BALLET INC

926 ELLSWORH DRIVE
SILVER SPRING,MD20910 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

MONTGOMERY COUNTY COALITION FOR HOMELESS

405 EAST GUDE DRIVE SUITE 209
ROCKVILLE,MD20850 		NONE PC HOMELESS GRANT 25,000

MONTGOMERY COUNTY FAMILY JUSTICE CENTER FOUNDATION

600 JEFFERSON PLAZA STE 500
ROCKVILLE,MD20849 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

MY SISTER'S PLACE INC

1436 U ST NW STE 303
WASHINGTON,DC20009 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

MY SISTER'S PLACE INC

1436 U ST NW STE 303
WASHINGTON,DC20009 		NONE PC SI ABUSED WOMEN & CHILDREN GRANTS 90,000

N STREET VILLAGE INC

1333 N STREET NW
WASHINGTON,DC20005 		NONE PC HOMELESS GRANT 25,000

NATIONAL IMMIGRANT WOMEN'S ADVOCACY PROJECT

4300 NEBRASKA AVENUE NORTHWESTSUITE
N100B
WASHINGTON,DC20016 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

NEW ENDEAVORS BY WOMEN

611 N STREET NW
WASHINGTON,DC20001 		NONE PC HOMELESS GRANT 25,000

NORTHWEST CENTER INC

2702 ONTARIO ROAD NW
WASHINGTON,DC20009 		NONE PC NEEDY PREGNANT WOMEN GRANT 25,000

NOURISH NOW FOUNDATION INC

1111 TAFT STREET
ROCKVILLE,MD20850 		NONE PC HUNGRY GRANT 25,000

OLNEY THEATRE CORPORATION

2001 OLNEY SANDY SPRING RD
OLNEY,MD208321601 		NONE PC SI MARGARET ABELL POWELL GRANTS 25,000

OPEN CITY ADVOCATES

4202 BENNING ROAD NE
WASHINGTON,DC20019 		NONE PC HOMELESS GRANT 25,000

PATHWAY HOMES INC

10201 FAIRFAX BOULEVARD
FAIRFAX,VA22030 		NONE PC HOMELESS GRANT 25,000

PATHWAY HOMES INC

10201 FAIRFAX BOULEVARD
FAIRFAX,VA22030 		NONE PC SI HOMELESSNESS GRANTS 75,000

PATHWAYS TO HOUSING DC

828 EVARTS ST NE
WASHINGTON,DC20018 		NONE PC HOMELESS GRANT 25,000

POTOMAC COMMUNITY RESOURCES INC

9200 KENTSDALE DRIVE
POTOMAC,MD20854 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

RECOVERY CAFE

1640 COLUMBIA ROAD NW
WASHINGTON,DC20009 		NONE PC SI HOMELESSNESS GRANTS 105,000

ROSEMOUNT CENTER

2000 ROSEMOUNT AVE NW
WASHINGTON,DC200101045 		NONE PC NEEDY PREGNANT WOMEN GRANT 25,000

ROUND HOUSE THEATRE INC

4545 EAST-WEST HIGHWAY
BETHESDA,MD20814 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

SAFE SHORES DC CHILDREN'S ADVOCACY CENTER

429 O STREET NW
WASHINGTON,DC20001 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

SAMARITAN INNS INC

2523 14TH STREET NW
WASHINGTON,DC20009 		NONE PC HOMELESS GRANT 25,000

SAN MIGUEL SCHOOL INC

7705 GEORGIA AVENUE NORTHWEST
WASHINGTON,DC20012 		NONE PC HUNGRY GRANT 25,000

SEABURY RESOURCES FOR AGING

555 WATER STREET SOUTHWEST
WASHINGTON,DC20024 		NONE PC HOMELESS GRANT 25,000

SIGNATURE THEATRE INC

4200 CAMPBELL AVE
ARLINGTON,VA22206 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

SITAR ARTS CENTER

1700 KALORAMA ROAD SUITE 101
WASHINGTON,DC20009 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

SMILE ECUMENICAL MINISTRIES INC

10290 H G TRUEMAN ROAD
LUSBY,MD20657 		NONE PC HUNGRY GRANT 25,000

SOCIAL GOOD FUND

1640 COLUMBIA RD NW
WASHINGTON,DC20009 		NONE PC SI NEIGHBORHOOD INITIATIVE GRANTS 75,000

SPIRIT CLUB FOUNDATION

2029 LUZERNE AVE
SILVER SPRING,MD20910 		NONE PC SI INTELLECTUAL DISABILITIES GRANTS 75,000

ST ANNS CENTER CHILDREN YOUTH FAMILIES

4901 EASTERN AVENUE
HYATTSVILLE,MD20782 		NONE PC NEEDY PREGNANT WOMEN GRANT 25,000

ST JOHN VIANNEY INTER-FAITH FOOD PANTRY

105 VIANNEY LANE
PRINCE FREDERICK,MD20678 		NONE PC HUNGRY GRANT 25,000

STEPPING STONES SHELTER INC

1070 COPPERSTONE CT
ROCKVILLE,MD20852 		NONE PC HOMELESS GRANT 25,000

STUDIO THEATRE INC

1501 14TH STREET NW
WASHINGTON,DC20005 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

THE FAMILY PLACE INCORPORATED

3309 16TH ST NW
WASHINGTON,DC20010 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

TLC-THE TREATMENT & LEARNING CENTERS

2092 GAITHER ROAD SUITE 100
ROCKVILLE,MD20850 		NONE PC INTELLECTUAL DISABILTIIES GRANT 25,000

UPCOUNTY COMMUNITY RESOURCES

6701 MUNCASTER MILL ROAD
DERWOOD,MD20855 		NONE PC INTELLECTUAL DISABILTIIES GRANT 20,000

WASHINGTON DRAMA SOCIETY INC

1101 6TH ST SW
WASHINGTON,DC20024 		NONE PC MARGARET ABELL POWELL FUND GRNT 25,000

WASHINGTON JESUIT ACADEMY

900 VARNUM STREET NE
WASHINGTON,DC20017 		NONE PC HUNGRY GRANT 25,000

WASHINGTON SCHOOL FOR GIRLS

1901 MISSISSIPPI AVENUE SOUTHEAST
WASHINGTON,DC20020 		NONE PC SI HUNGER GRANTS 50,000

WE ARE FAMILY SENIOR OUTREACH NETWORK INC

1380 MONROE ST NW 714
WASHINGTON,DC20010 		NONE PC HUNGRY GRANT 25,000

WOMEN WHO CARE MINISTRIES

19642 CLUB HOUSE RD SUITE 620
MONTGOMERY VILLAGE,MD20886 		NONE PC HUNGRY GRANT 25,000

WOMEN'S CENTER

133 PARK STREET NE
VIENNA,VA22180 		NONE PC ABUSED WOMEN & CHILDREN GRANT 25,000

YOUR NEW BEGINNINGS

5602 WINDSOR CT
SUITLAND,MD20746 		NONE PC SI HOMELESSNESS GRANTS 50,000
Total .................................right arrow 3a 3,300,475
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 622,365  
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 2,301,981  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME FROM PTSP'S 		    14 -27,631  
bOTHER INCOME FROM PTSP'S, UBTI   33,714      
cROYALTY INCOME FROM PTSP'S     15 6,011  
dRENTAL INCOME FROM PTSP'S     16 22  
e
12 Subtotal. Add columns (b), (d), and (e) .. 33,714 2,902,748 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,936,462
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP & BOOKKEEPING 66,978 50,233   16,745

TY 2022 InvestmentsCorpStockSchedule
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Name of Stock End of Year Book Value End of Year Fair Market Value
A P MOLLER MAERSK A D R 9,727 9,727
ABB LTD A D R 41,212 41,212
ACADIA HEALTHCARE CO INC 41,572 41,572
ACCENTURE PLC CL A 107,537 107,537
ADYEN NV UNSPON A D R 88,016 88,016
AIA GROUP LTD A D R 151,728 151,728
AIR LIQUIDE S A A D R 36,428 36,428
ALCON INC 142,241 142,241
ALLIANZ SE A D R 30,502 30,502
AMADEUS IT GROUP, S.A. A D R 7,064 7,064
AON PLC 132,662 132,662
AMPHENOL CORP CL 11,802 11,802
APTAR GROUP INC 22,436 22,436
ARTISAN PARTNERS ASSET MANAG 11,138 11,138
ARGENX SE A D R 26,139 26,139
ASHTEAD GROUP PLC UNSPON A D R 9,952 9,952
ASML HOLDING NV NY REG SHS 180,858 180,858
ASSA ABLOY AB A D R 15,408 15,408
ATLANTIC UNION BANKSHARES CO 35,948 35,948
ATLAS COPCO AB SPONS A D R 77,833 77,833
ATLAS COPCO AB ADR CL B 17,670 17,670
ATLASSIAN CORP PLC CLASS A 85,444 85,444
AUST NZ BANK GRP SPON A D R 41,329 41,329
AUTOMATIC DATA PROCESSING 20,303 20,303
AVIVA PLC A D R 12,901 12,901
AXA SPONS A D R 24,303 24,303
AZENTA INC. 27,596 27,596
BANCO BILBAO VIZCAYA ARGEN A D R 3,997 3,997
BARCLAYS PLC A D R 20,233 20,233
BAYERISCHE MOTOREN SPON A D R 21,563 21,563
BJS WHOLESALE CLUB HOLDINGS INC 67,020 67,020
BNP PARIBAS A D R 27,815 27,815
BOOZ ALLEN HAMILTON HOLDING 51,737 51,737
BRIDGESTONE CORP A D R 17,242 17,242
BRIGHT HORIZONS FAMILY SOLUT 16,154 16,154
BURLINGTON STORES INC 42,580 42,580
CANADIAN PACIFIC RAILWAY LTD 162,084 162,084
CANON INC SPONS A D R 22,417 22,417
CARLSBERG AS A D R 16,847 16,847
CARREFOUR SA SP A D R 14,941 14,941
CARTERS INC 30,963 30,963
CAVCO INDUSTRIAL INC 42,535 42,535
CENTRAL JAPAN RAI UNSPON A D R 13,556 13,556
CHECK POINT SOFTWARE TECH LTD 22,204 22,204
CHR HANSEN HOLDING SPON A D R 3,443 3,443
CIE FINANCIERE RICH UNSP A D R 27,623 27,623
COCA COLA EUROPEAN PARTNERS 9,017 9,017
COCA COLA HBC AG A D R 4,162 4,162
COCHLEAR LTD UNSPON A D R 16,693 16,693
COGNEX CORP 46,309 46,309
COGNIZANT TECH SOLUTIONS CL A 10,523 10,523
COLOPLAST AS A D R 32,134 32,134
COLUMBUS MCKINNON CORPORATION 25,651 25,651
COMFORT SYS USA INC 43,615 43,615
COMPAGNIE DE SAINT UNSP A D R 2,518 2,518
COMPASS GROUP PLC A D R 25,317 25,317
CRH SPON A D R 13,927 13,927
CSL LIMITED A D R 102,905 102,905
DAIKIN INDUSTRIES UNSPON A D R 20,383 20,383
DAITO TRUST CONS SPON A D R 12,164 12,164
DAIWA HOUSE IND A D R 9,580 9,580
DANONE SPON A D R 27,812 27,812
DASSAULT SYSTEMES SA A D R 12,513 12,513
DBS GROUP HLDGS LTD SPON A D R 39,737 39,737
DENSO CORPORATION A D R 12,943 12,943
DEUTSCHE POST AG A D R 4,538 4,538
DEUTSCHE TELEKOM AG SPON A D R 21,618 21,618
DEVON ENERGY CORP 2,768 2,768
DFA EMERGING MARKETS SOCIAL CORE 4,587,105 4,587,105
DIAGEO PLC SPONSORED A D R 53,992 53,992
DORMAN PRODUCTS INC 32,348 32,348
DSV PANALPINA A S A D R 78,596 78,596
E ON AG A D R 10,147 10,147
EAGLE MATERIALS INC 48,225 48,225
EASTERLY GOVERNMENT PROPERTI 25,158 25,158
EDF UNSPON A D R 20,218 20,218
EDP ENERGIAS PORTUGAL S A SPON A D R 5,377 5,377
ELEMENT SOLUTIONS INC 51,387 51,387
ENEL SOCIETA A D R 19,630 19,630
ENTEGRIS INC 34,828 34,828
EPAM SYSTEMS INC 91,767 91,767
EQUINOR ASA SPON ADR 37,994 37,994
ERSTE GROUP BANK AG A D R 1,802 1,802
EVOLUTION AB A D R 95,599 95,599
EXPERIAN GROUP LTD A D R 144,751 144,751
EXPONENT INC 34,781 34,781
FEDERAL SIGNAL CORP 46,005 46,005
FERGUSON PLC NEW SHS 66,913 66,913
FERRARI NV 136,672 136,672
FIVE BELOW 51,292 51,292
FORTESCUE METALS SPON A D R 29,748 29,748
FRESENIUS AKTIENGESELLSCHAFT A D R 25,654 25,654
GALP ENERGIA SGPS UNSON A D R 24,636 24,636
GATES INDUSTRIAL CORP 33,123 33,123
GEBERIT AG UNSP A D R 14,044 14,044
GENERAL MILLS INC 29,683 29,683
GENTHERM INC 30,882 30,882
GETINGE AB UNSPONSORED A D R 17,259 17,259
GIBRALTAR INDS INC 30,189 30,189
GIVAUDAN SA A D R 17,473 17,473
GLACIER BANCORP INC NEW 27,181 27,181
GLOBANT SA 45,235 45,235
GLOBUS MED INCA 46,790 46,790
GRAND CANYON EDUCATION INC 26,309 26,309
GRIFOLS SA A D R 31,391 31,391
HANG LUNG PPTYS LTD A D R 4,020 4,020
HEINEKEN HLDG NV SPN A D R 8,357 8,357
HEINEKEN NV SPON A D R 17,633 17,633
HENKEL AG COMPANY KGAA SPON A D R 5,871 5,871
HENNES MAURITZ AB UNSP A D R 1,751 1,751
HERMES INTL A D R 25,541 25,541
HEXAGON AB UNSP ADR 7,953 7,953
HEXCEL CORP NEW 36,487 36,487
HOME DEPOT INC 44,536 44,536
HONG KONG CHINA GAS SP A D R 6,135 6,135
HONG KONG EXCHANGES UNSP A D R 9,224 9,224
HONGKONG LD HLDGS LTD A D R 19,736 19,736
HORIZON THERAPEUTICS PLC 108,338 108,338
HOYA CORP A D R 37,397 37,397
HSBC HOLDINGS PLC SPONS A D R 54,655 54,655
HUBSPOT INC 41,924 41,924
I N G GROEP N V SPONSORED A D R 3,505 3,505
ICON PLC 93,823 93,823
IDACORP INC 42,924 42,924
INDITEX UNSPON A D R 23,363 23,363
INFINEON TECHNOLOGIES A D R 7,296 7,296
INGERSOLL RAND INC 57,475 57,475
INPEX CORPORATION A D R 8,918 8,918
INTEGER HOLDINGS CORPORATION 29,985 29,985
INTESA SANPAOLO SPON A D R 23,674 23,674
ISUZU MOTORS LTD UNSPON A D R 14,118 14,118
ITOCHU CORP A D R 35,189 35,189
J SAINSBURY PLC SPON A D R 9,899 9,899
JAMES HARDIE INDS PLC SPON A D R 20,487 20,487
JAZZ PHARMACEUTICALS PLC 68,344 68,344
KAJIMA CORP UNSPONSORED A D R 2,818 2,818
KDDI CORP A D R 21,547 21,547
KEPPEL CORP LTD SPONS A D R 7,199 7,199
KERING UNSPON A D R 6,535 6,535
KINSALE CAPITAL GROUP INC 47,074 47,074
KIRIN BREWERY CO A D R 16,407 16,407
KOMATSU LTD SPONS A D R 16,106 16,106
KONE OYJ B UNSPON A D R 12,218 12,218
KONINKLIJKE PHILIPS NVR NY A D R 18,812 18,812
KYOCERA CORP A D R 12,281 12,281
LANCASTER COLONY CORP 48,141 48,141
LASTERTEC CORP A D R 63,342 63,342
LEGAL GEN GROUP SPON A D R 2,962 2,962
LEND LEASE GROUP SPON A D R 1,715 1,715
LI NING COMPANY LIMITED A D R 60,346 60,346
LITHIA MOTORS INC CL A 37,877 37,877
LLOYDS BANKING GROUP PLC A D R 22,229 22,229
LOGITECH INTL SA 2,926 2,926
LONDON STOCK EXCHG UNSP A D R 18,491 18,491
LONZA GROUP AG UNSPON A D R 49,091 49,091
LOREAL UNSPON A D R 30,778 30,778
LULULEMON ATHLETICA INC 68,561 68,561
LVMH MOET HENNESSY A D R 166,311 166,311
MACQUARIE GROUP LID A D R 36,577 36,577
MANHATTAN ASSOCS INC 60,457 60,457
MARSH MCLENNAN COS INC 20,685 20,685
MAZDA MOTOR CORP UNSPON A D R 1,489 1,489
METTLER TOLEDO INTL INC 79,500 79,500
MICHELIN CGDE UNSPON A D R 12,237 12,237
MITSUI FUDOSAN UNSPON A D R 5,151 5,151
MIZUHO FNL GRP A D R 25,429 25,429
MOLINA HEALTHCARE INC 36,654 36,654
MUENCHENER RUECK UNSPON A D R 9,265 9,265
MURATA MANUFACTUR UNSPON A D R 21,328 21,328
NATIONAL GRID PLC A D R 34,805 34,805
NESTE OYJ UNSP ADR A D R 24,146 24,146
NESTLE SA SPONSORED A D R 102,537 102,537
NEUROCRINE BIOSCIENCES INC 51,479 51,479
NEWCREST MINING LTD A D R 25,158 25,158
NICE LTD A D R 12,884 12,884
NIDEC CORPORATION A D R 2,797 2,797
NINTENDO LTD 30,916 30,916
NIPPON TELEGRAPH TELE A D R 19,719 19,719
NOKIA CORP SPON A D R 2,779 2,779
NORDEA BANK ABP SPON ADR A D R 20,701 20,701
NORDSON CORP 58,241 58,241
NOVO NORDISK AS A D R 149,551 149,551
OMV AG BEARER SHRS A D R 19,820 19,820
OVERSEA CHINESE BANK A D R 11,207 11,207
PAN PAC INTL HLDGS UNSP A D R 2,781 2,781
PAYLOCITY HOLDING CORP 45,651 45,651
PERFORMANCE FOOD GROUP CO 51,033 51,033
PERNOD RICARD SA UNSPON A D R 102,415 102,415
PHYSICIANS REALTY TRUST 26,813 26,813
PINNACLE FINANCIAL PARTNERS 50,499 50,499
PIPER SANDLER CO 42,572 42,572
POLARIS INC COM 42,925 42,925
PORTLAND GENERAL ELECTRIC CO 33,075 33,075
POWER INTEGRATIONS INC 23,309 23,309
PROSUS NV SPON ADR A D R 15,254 15,254
PRUDENTIAL P L C A D R 10,717 10,717
QBE INSURANCE GROUP SPN A D R 6,835 6,835
QUAKER CHEM CORP 33,123 33,123
RAPID7 INC 16,990 16,990
RBC BEARINGS INC 54,222 54,222
RECRUIT HOLDINGS CO LTD ADR 12,287 12,287
RELX PLC SPON A D R 37,699 37,699
RENTOKIL INITIAL PLC SP A D R 2,434 2,434
RPM INTERNATIONAL INC 45,802 45,802
RWE AG A D R 6,604 6,604
SAGE GROUP THE PLC A D R 3,705 3,705
SAMPO OYJ A A D R 1,773 1,773
SANDS CHINA LTD UNSPONS A D R 2,919 2,919
SANDVIK AB A D R 10,552 10,552
SAP SE SPON ADR A D R 51,905 51,905
SCHNEIDER ELECT SE UNSP A D R 132,866 132,866
SCHNEIDER NATIONAL INC CL B 28,127 28,127
SEKISUI HOUSE LTD A D R 7,617 7,617
SGS SA A D R 16,499 16,499
SHIN ETSU CHEM UNSPON A D R 20,382 20,382
SIEMENS AG A D R 35,564 35,564
SIEMENS HEALTHINEE UNSP A D R 31,761 31,761
SIGNATURE BK 29,957 29,957
SIKA AG BR A D R 96,828 96,828
SILICON LABORATORIES INC 37,852 37,852
SMC CORP SPON A D R 5,205 5,205
SMITH NEPHEW PLC SPON A D R 32,376 32,376
SOFTBANK CORP UNSPONSRED A D R 27,574 27,574
SOFTBANK GROUP CORP UNSP A D R 12,503 12,503
SONIC HEALTHCARE LTD SP A D R 30,526 30,526
SONOVA HOLDING UNSPON A D R 30,096 30,096
SONY GROUP CORP A D R 33,945 33,945
SPARK NEW ZEALAND SPON A D R 7,543 7,543
SSE PLC SPN A D R 17,135 17,135
STERIS PLC 97,516 97,516
STRAUMANN HOLDINGS AG A D R 27,201 27,201
STRYKER CORP 29,583 29,583
SUBARU CORP UNSPONS A D R 1,527 1,527
SUMITOMO CORPORATION A D R 18,259 18,259
SUMITOMO METAL MININ UNS A D R 2,088 2,088
SUMITOMO MITSUI FINL GROUP A D R 30,500 30,500
SUMMIT HOTEL PROPERTIES INC 19,010 19,010
SUN COMMUNITIES INC 47,762 47,762
SUN HUNG KAI PPTYS LTD SPON A D R 32,975 32,975
SUNTORY BEVERAGE UNSPON A D R 14,620 14,620
SWEDBANK A B A D R 5,082 5,082
SWIRE PACIFIC SPON A D R 3,036 3,036
SWISS RE LTD SPON A D R 22,536 22,536
SWISSCOM A G A D R 14,883 14,883
SYNEOS HEALTH INC 21,605 21,605
T D HOLDINGS INC UNSPON A D R 2,327 2,327
TDK CORP A D R 5,076 5,076
TELSTRA CORP LTD A D R 11,622 11,622
TERUMO CORP UNSPON A D R 27,621 27,621
TEXAS INSTRUMENTS INC 28,418 28,418
TEXAS ROADHOUSE INC 50,023 50,023
TOKIO MARINE HOLDINGS A D R 16,544 16,544
TOKYO ELECTRON LTD A D R 18,502 18,502
TORAY INDUSTRIES INC A D R 26,285 26,285
TORO CO 49,129 49,129
TOSHIBA CORPORATION A D R 15,241 15,241
UBS GROUP AG 36,500 36,500
UCB SA A D R 33,169 33,169
UNI CHARM CORPORATION A D R 6,838 6,838
UNILEVER PLC SPONSORED A D R 62,535 62,535
UNITED OVERSEAS BK LTD SPON A D R 15,709 15,709
UNITED UTILITIES GROUP A D R 6,278 6,278
UPM KYMMENE OYJ UNSPON A D R 16,260 16,260
VOYA FINANCIAL INC 55,341 55,341
WASTE MANAGEMENT INC 14,119 14,119
WESTERN ALLIANCE BANCORPORATION 46,278 46,278
WH GROUP LTD A D R 8,048 8,048
WOODSIDE ENERGY GROUP LTD A D R 33,119 33,119
YARA INTL A D R 3,345 3,345
Z HOLDINGS CORP 1,696 1,696
ZEBRA TECHNOLOGIES CORP CL A 35,897 35,897
ZURICH INSURANCE GROUP A D R 47,989 47,989
SSGA S&P 500 (R) SCREENED INDX NL 14,126,974 14,126,974
AT T INC 39,324 39,324
ADVANCED MICRO DEVICES INC 8,096 8,096
AGREE REALTY CORP 39,863 39,863
AGILON HEALTH INC COM 1,743 1,743
AIR PRODUCTS CHEMICALS INC 24,353 24,353
ALASKA AIR GROUP INC 1,632 1,632
ALBEMARLE CORP 2,386 2,386
ALLSTATE CORP 7,458 7,458
ALTRIA GROUP INC 22,261 22,261
AMERICAN ELECTRIC POWER 23,927 23,927
AMERICAN EXPRESS CO 34,574 34,574
AMERICAN INTERNATIONAL GROUP 14,723 14,723
AMERICAN TOWER CORP 21,398 21,398
ANALOG DEVICES INC 32,642 32,642
ELEVANCE HEALTH INC 34,882 34,882
ATKORE INC 37,542 37,542
AVANTOR INC 6,369 6,369
BAKER HUGHES COMPANY 4,843 4,843
BALL CORP 4,142 4,142
BANK OF AMERICA CORP 62,100 62,100
BANK OF NEW YORK MELLON CORP 11,426 11,426
BAXTER INTERNATIONAL INC 20,592 20,592
BIOMARIN PHARMACEUTICAL INC 22,871 22,871
BOSTON SCIENTIFIC CORP 34,471 34,471
BROWN FORMAN CORP 2,039 2,039
CBRE GROUP INC 3,001 3,001
CH ROBINSON WORLDWIDE INC 2,197 2,197
CIGNA CORP 37,441 37,441
CME GROUP INC 20,684 20,684
COTERRA ENERGY INC 3,120 3,120
CAPITAL ONE FIN CORP 12,457 12,457
CARDINAL HEALTH INC 4,382 4,382
CARRIER GLOBAL CORP COM 6,105 6,105
CATERPILLAR INC 27,789 27,789
CHAMPIONX CORP COM 20,438 20,438
CHENIERE ENERGY INC 2,399 2,399
CHEVRON CORPORATION 84,899 84,899
CISCO SYSTEMS INC 55,215 55,215
CITIGROUP INC 33,651 33,651
COCA COLA COMPANY 29,833 29,833
ENOVIS CORP 2,622 2,622
COLGATE PALMOLIVE CO COM 23,007 23,007
COMCAST CORP CLASS A 45,846 45,846
CONOCOPHILLIPS 52,274 52,274
CONSOLIDATED EDISON INC 25,257 25,257
CONSTELLATION BRANDS A 24,102 24,102
CONSTELLATION ENERGY CORP 6,466 6,466
CUMMINS INC COM 14,537 14,537
CURTISS WRIGHT CORP 13,526 13,526
DARDEN RESTAURANTS INC 4,703 4,703
DELL TECHNOLOGIES C 1,931 1,931
DIGITAL REALTY TRUST INC 12,233 12,233
DISCOVER FINL SVCS 5,185 5,185
DOLLAR TREE INC 5,799 5,799
DUKE ENERGY HOLDING CORP 31,927 31,927
E O G RES INC 24,220 24,220
EASTGROUP PROPERTIES INC 33,314 33,314
E BAY INC 4,728 4,728
ECOLAB INC 12,664 12,664
ELANCO ANIMAL HEALTH INC 22,118 22,118
ELECTRONIC ARTS INC COM 7,086 7,086
ENHABIT INC 4,803 4,803
EMERSON ELECTRIC CO 22,286 22,286
EQUINIX INC 19,651 19,651
EQUITY RESIDENTIAL 2,537 2,537
EXACT SCIENCES CORP 6,634 6,634
EXELON CORPORATION 12,839 12,839
EXELIXIS INC 7,651 7,651
EXPEDITORS INTL WASH INC 7,274 7,274
META PLATFORMS INC 52,589 52,589
FIDELITY NATL INFO SERV 12,484 12,484
FISERV INC 23,145 23,145
FORD MOTOR CO 14,410 14,410
FORTIVE CORP WI 4,241 4,241
FOX CORP CL B 2,475 2,475
GENUINE PARTS COMPANY 3,123 3,123
GINKGO BIOWORKS HOLDINGS INC CL A 4,479 4,479
GLOBAL PAYMENTS INC 4,767 4,767
HP INC 4,138 4,138
HALOZYME THERAPEUTICS INC 39,716 39,716
HARTFORD FIN SVCS GRP INC 3,488 3,488
HASBRO INC 1,525 1,525
HEICO INC 9,987 9,987
H E I C O CORPORATION CL A 8,989 8,989
HEWLETT PACKARD ENTERPRIS CO 11,411 11,411
HILTON WORLDWIDE HLDGS WI 8,972 8,972
HOLOGIC INC 30,971 30,971
HORMEL FOODS CORP 8,336 8,336
HOWMET AEROSPACE INC COM 3,586 3,586
HUMANA INC 12,293 12,293
ILLINOIS TOOL WORKS INC 23,352 23,352
INCYTE CORP 21,606 21,606
INTERCONTINENTAL EXCHANGE INC 19,800 19,800
INTL FLAVORS FRAGRANCES 7,548 7,548
INTERNATIONAL PAPER CO 8,692 8,692
INTRA CELLULAR THERAPIES INCE 31,223 31,223
INTUITIVE SURGICAL INC 25,208 25,208
IONIS PHARMACEUTICALS INC 17,488 17,488
J P MORGAN CHASE CO COM 92,797 92,797
KEURIG DR PEPPER INC 8,701 8,701
KIMBERLY CLARK CORP 21,992 21,992
KINDER MORGAN INC 25,909 25,909
KNIGHT SWIFT TRANSPORTATION 2,778 2,778
KRAFT HEINZ CO COM 23,937 23,937
KRISPY KREME INC 10,495 10,495
KROGER CO 11,145 11,145
LABORATORY CORP OF AMERICA HOLDINGS 11,068 11,068
LAS VEGAS SANDS CORP 2,788 2,788
LENNAR CORP CL A 2,444 2,444
LENNAR CORP CL B 10,768 10,768
LINCOLN ELEC HLDGS INC 42,625 42,625
LOWES CO INC 16,138 16,138
M T BANK CORP 5,657 5,657
MAGNOLIA OIL GAS COR 33,698 33,698
MARKETAXESS HLDGS INC 29,283 29,283
MARTIN MARIETTA MATLS INC 4,056 4,056
MARVELL TECH INC 4,334 4,334
MERCURY SYSTEMS INC 2,505 2,505
MCKESSON CORPORATION 29,259 29,259
METLIFE INC 30,178 30,178
MICRON TECHNOLOGY INC 14,694 14,694
MIRATI THERAPEUTICS INC 1,676 1,676
MONSTER BEVERAGE CORP 3,350 3,350
MOODYS CORP 3,622 3,622
MOTOROLA SOLUTIONS INC 7,474 7,474
NATERA INC 3,133 3,133
NATIONAL STORAGE AFFILIATES 17,049 17,049
NEXTERA ENERGY INC 48,070 48,070
NEWMONT CORP 12,744 12,744
NETFLIX COM INC 17,398 17,398
NORFOLK SOUTHN CORP CPM 30,310 30,310
NUCOR CORP 17,794 17,794
OCCIDENTAL PETROLEUM CORP 5,165 5,165
OTIS WORLDWIDE CORP 3,759 3,759
OVINTIV INC 31,694 31,694
P N C 29,534 29,534
P P G INDS INC 3,772 3,772
PACCAR INC 16,330 16,330
PARKER HANNIFIN CORP 26,190 26,190
PAYPAL HOLDINGS INC 10,683 10,683
PIONEER NATL RESOURCES CO 5,938 5,938
PREMIER INC CLASS A 2,624 2,624
PROGRESSIVE CORP 16,992 16,992
PROLOGIS INC 35,284 35,284
PROPETRO HLDG CORP 15,876 15,876
PRUDENTIAL FINANCIAL INC 12,930 12,930
PUBLIC SVC ENTERPRISE GROUP INC 3,921 3,921
PUBLIC STORAGE INC 11,208 11,208
QUEST DIAGNOSTICS INC 12,359 12,359
REALTY INCOME CORP 3,996 3,996
REPLIGEN CORP 11,174 11,174
RESMED INC 63,480 63,480
ROPER TECH INC COM 15,987 15,987
ROSS STORES INC 8,821 8,821
S P GLOBAL INC 37,513 37,513
SBA COMM CORP 2,803 2,803
SM ENERGY CO 29,466 29,466
SALESFORCE INC 31,556 31,556
SCHWAB CHARLES CORP 35,469 35,469
SEMPRA COM 18,699 18,699
SOUTHERN CO THE 31,992 31,992
STATE STR CORP 6,981 6,981
STEEL DYNAMICS INC 5,080 5,080
T MOBILE US INC 28,700 28,700
TARGET CORP 23,250 23,250
TRANSDIGM GROUP INC 25,186 25,186
TRAVELERS COS INC 28,498 28,498
TRUIST FIN CORP 26,808 26,808
US BANCORP 27,736 27,736
UNITED THERAPEUTICS CORP 20,579 20,579
UWM HOLDINGS CORP 4,624 4,624
VAIL RESORTS INC 30,270 30,270
VALERO ENERGY CORP COM 19,917 19,917
VERIZON COMMUNICATIONS INC COM 36,917 36,917
VERICEL CORP 18,122 18,122
PARAMOUNT GLOBAL CL A 1,941 1,941
PARAMOUNT GLOBAL CL B 1,857 1,857
VICI PPTYS INC 7,160 7,160
VMWARE INC CL A 14,731 14,731
WEC ENERGY GROUP INC COM 5,626 5,626
WALGREENS BOOTS ALLIANCE INC COM 22,491 22,491
WARNER BROS DISCOVERY INC SERIES A 2,218 2,218
WELLTOWER INC COM 4,523 4,523
WESTROCK CO COM 2,532 2,532
WEYERHAEUSER CO MTN BE COM NEW 13,082 13,082
WILLIAMS COS INC COM 22,997 22,997
XCEL ENERGY INC COM 5,118 5,118
YUM BRANDS INC COM 27,152 27,152
ZIMMER BIOMET HOLDINGS INC COM 21,165 21,165
AMCOR PLC ORD 3,466 3,466
EATON CORP PLC SHS 33,587 33,587
LINDE PLC SHS 113,184 113,184
MEDTRONIC PLC SHS 34,352 34,352
APTIV PLC SHS 2,421 2,421
ROYALTY PHARMA PLC SHS CL A 22,803 22,803
TRANE TECHNOLOGIES PLC 13,447 13,447
CHUBB LIMITED COM 37,502 37,502
GARMIN LTD SHS 2,584 2,584
CYBERARK SOFTWARE LTD SHS 37,210 37,210
ASM INTL NV 62,330 62,330
LYONDELLBASELL INDUSTRIES NV SHS A 14,281 14,281
COPA HOLDINGS 4,990 4,990
ACS ACTIVIDEDES CONS UNS ADR 1,798 1,798
ADVANTEST CORP ADR 3,001 3,001
ANGLO AMERICAN PLC SPON ADR 41,279 41,279
ASTRAZENECA PLC SPSD ADR 107,531 107,531
BOC HONG KONG HLDGS LTD ADR 3,866 3,866
BUNZL PLC 7,868 7,868
BURBERRY GROUP PLC ADR 2,695 2,695
CARL ZEISS MEDITEC AG ADR 18,535 18,535
DNB BANK ASA SPON ADR 1,839 1,839
DAIMLER TRUCK HLDG AG GDR 3,771 3,771
DANSKE BANK AS ADR 4,876 4,876
DEUTSCHE BOERSE AG UNSOPN ADR 9,867 9,867
ENGIE ADR 8,539 8,539
EPIROC AB UNSP ADR 3,301 3,301
FANNUC CORP ADR 2,216 2,216
FAST RETAILING CO UNSPON ADR 21,139 21,139
FERROVIAL SA UNSPON ADR 6,493 6,493
FLUTTER ENTERTAINM UNSP ADR 2,388 2,388
FUJITSU LTD UNSPON ADR 12,356 12,356
HALEON PLC SOPN ADS ADR 19,328 19,328
HONDA MOTOR CO LTD ADR 25,763 25,763
ICICI BANK LTD ADR 88,173 88,173
INFORMA PLC SP ADR 3,526 3,526
JAPAN AIRLINES CO UNP ADR 11,068 11,068
JAPAN TOBACCO INC UNSPON ADR 34,744 34,744
KONINKLIJKE AHOLD DELHAIZE NV ADR 21,869 21,869
KUBOTA LTD ADR 3,136 3,136
KUEHNE NAGEL INTL UNSP ADR 9,383 9,383
MARUBENI CORP UNSPONS ADR 13,745 13,745
MITSUBISHI ELECTRIC UNSP ADR 5,428 5,428
MISTUBISHI ESTATE LTD ADR 12,087 12,087
NATURGY ENERGY GROUP SA ADR 1,628 1,628
NATWEST GROUP PLC SPONS ADR 3,030 3,030
NIPPON STEEL CORPORATION ADR 7,805 7,805
NIPPON YUSEN KABUSHIKI KAISHA ADR 16,507 16,507
ORSTED A S ADR 1,962 1,962
PEARSON PLC ADR 12,848 12,848
SNAM RETE GAS UNSPONSOR ADR 4,371 4,371
SCHLUMBERGER 27,158 27,158
SMITHS GROUP PLC SPON ADR 1,926 1,926
SODEXO SPONSORED ADR 11,143 11,143
SOUTH32 LTD ADR 30,642 30,642
STANDARD CHARTERED UNSP ADR ADR 9,690 9,690
STMICROELECTRONICS NV 6,616 6,616
SVENSKA HANDELSBANKEN A UNSP ADR 6,688 6,688
SWATCH GROUP AG ADR 6,698 6,698
TENARIS SA SPON ADR 18,529 18,529
TURNA SA ADR 3,910 3,910
THOMSON REUTERS CORP 69,925 69,925
UNICREDIT SPA ADR 10,307 10,307
VESTAS WIND SYSTEM UNSP ADR 7,008 7,008
VINCI SA A R 32,683 32,683
WASTE CONNECTIONS INC 63,628 63,628
WOLTERS KLUWER NV SPONSORED ADR 3,876 3,876
VANGUARD INFLATION PROTECTED SECS AD 1,273,851 1,273,851
OTHER CORPORATE STOCKS 1,037,397 1,037,397

TY 2022 InvestmentsGovtObligationsSch
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
US Government Securities - End of Year Book Value:

532,569
US Government Securities - End of Year Fair Market Value:

532,569
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 InvestmentsOtherSchedule2
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MERCER PRIVATE INV PART VI LP FMV 1,506,745 1,506,745
L CAPITAL ASIA 2 PRIVATE INVESTORS OFFSHORE, L.P. - CLASS A FMV 216,780 216,780
PEG DIGITAL GROWTH FUND OFFSHORE SPECIAL II LP FMV 98,913 98,913
VINTAGE 2015 PRIVATE INVESTMENTS, OFFSHORE (LESS THAN $1M) FMV 568,091 568,091
WARBURG PINCUS ENERGY PRIVATE INVESTORS OFFSHORE 2, L.P. FMV 292,509 292,509
GSO PRIVATE INVESTORS OFFSHORE II, LP CLASS A FMV 109,213 109,213
BENEFIT STREET PARTNERS IV OFFSHORE LP (PROVIDENCE OFFSHORE) FMV 491,631 491,631
SLP V PRIVATE INVESTORS OFFSHORE LP FMV 659,982 659,982
STARWOOD SOF X PRIVATE INVESTORS OFFSHORE, L.P. FMV 138,656 138,656
MERCER GLOBAL OPPORTUNITIES LTD FMV 2,942,746 2,942,746
MERCER HEDGE FUND INVESTORS SP-I FMV 6,887,335 6,887,335
SSGA SOCIALLY RESPONSIBLE US CREDIT FMV 3,262,431 3,262,431
KILTEARN GLOBAL FMV 4,399,507 4,399,507
SILVER LAKE PARTNERS IV (SLP IV) PRIVATE INVESTORS, L.P. (OFFSHORE INVESTORS FMV 969,108 969,108
RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS V, LP (OFFSHORE) CLASS FMV 212,121 212,121
OTHER INVESTMENTS FMV 3,746,274 3,746,274
MERCER PRIVATE INV PART VII LP FMV 100,000 100,000
CARLYLE REALTY PARTNERS VIII LP FMV 268,630 268,630
CLAYTON DUBILIER RICE FD IX OFFSHORE FMV 709,845 709,845
MEZANNINE PRIVATE INV III OFFSHORE FMV 622,963 622,963
STRATEGIC PRIVATE EQUITY FUND III LP FMV 646,607 646,607
THOR URBAN PROPERTY FUND FMV 170,906 170,906
STRATEGIC PRIVATE EQUITY FUND II LP FMV 118,378 118,378
WELLINGTON ENDURING ASSETS CTF FUND FMV 2,000,000 2,000,000

TY 2022 LandEtcSchedule2
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 3,505 764 2,741 2,741
COMPUTER EQUIPMENT & SOFTWARE 30,885 30,885 0  
WEBSITE 63,648 63,648 0  
OFFICE FURNITURE 23,105 23,105 0  


TY 2022 LegalFeesSchedule
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 14,725 0   14,725


TY 2022 OtherAssetsSchedule
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS 9,562 9,562 9,562
JUSTICE HOUSING PARTNERS INVESTMENT 500,000 500,000 500,000


TY 2022 OtherDecreasesSchedule
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Description Amount
UNREALIZED LOSS ON INVESTMENTS 13,054,543


TY 2022 OtherExpensesSchedule
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE 4,599 2,222   2,377
INSURANCE 5,184 2,504   2,680
INFORMATION TECHNOLOGY 19,650 9,491   10,159
DUES & SUBSCRIPTIONS 22,027 10,639   11,388
PAYROLL PROCESSING FEES 3,212 1,551   1,661
TELEPHONE 4,531 2,189   2,342
OTHER EXPENSES 32,000 15,999   16,001
PARKING 354 171   183
GRANT ADMINISTRATION 11,001 0   11,001
PORTFOLIO DEDUCTIONS 73,337 73,337   0


TY 2022 OtherIncomeSchedule2
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PTSP'S -27,631 -27,631 -27,631
OTHER INCOME FROM PTSP'S, UBTI 33,714   33,714
ROYALTY INCOME FROM PTSP'S 6,011 6,011 6,011
RENTAL INCOME FROM PTSP'S 22 22 22


TY 2022 OtherProfessionalFeesSchedule
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 142,005 132,223   9,782


TY 2022 TaxesSchedule
Name:
WILLIAM S ABELL FOUNDATION INC
EIN:
52-1435573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAXES - UBTI 147,271 0   0
FOREIGN INCOME TAXES 20,694 20,694   0
FEDERAL EXCISE TAX PAID 20,300 0   0
PAYROLL TAXES 12,338 0   12,338