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

52-1691418
B Telephone number (see instructions)

(240) 235-0988
C 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$77,859,876J 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 1,188 1,188  
4 Dividends and interest from securities... 1,136,548 1,133,274  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,709,265
b Gross sales price for all assets on line 6a 6,430,362
7 Capital gain net income (from Part IV, line 2)... 1,709,265
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
12,047 12,047  
12 Total. Add lines 1 through 11........ 2,859,048 2,855,774  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,417 0   8,417
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,621 9,467   4,154
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
768,080 567,250   200,830
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
142,710 8,619   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 42,412 0   42,412
21 Travel, conferences, and meetings....... 15,906 0   15,906
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
173,033 82,866   8,767
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,164,179 668,202   280,486
25 Contributions, gifts, grants paid....... 2,773,525 3,011,888
26 Total expenses and disbursements. Add lines 24 and 25 3,937,704 668,202   3,292,374
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,078,656
b Net investment income (if negative, enter -0-) 2,187,572
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.............      
2 Savings and temporary cash investments......... 187,481 365,310 365,310
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)      
b Investments—corporate stock (attach schedule)....... 59,626,941 Click to see attachment
List of Attached Documents:
// Content
58,816,809 		68,282,730
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).......... 7,289,751 Click to see attachment
List of Attached Documents:
// Content
6,843,398 		9,211,836
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,104,173 66,025,517 77,859,876
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 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 67,104,173 66,025,517
29 Total net assets or fund balances (see instructions)..... 67,104,173 66,025,517
30 Total liabilities and net assets/fund balances (see instructions). 67,104,173 66,025,517
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
67,104,173
2
Enter amount from Part I, line 27a .....................
2
-1,078,656
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
66,025,517
5
Decreases not included in line 2 (itemize) right arrow
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
66,025,517
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 DF DENT ST (M&T TRUST)   2022-01-01 2022-12-31
b DF DENT LT (M&T TRUST)   2020-01-01 2022-12-31
c RAYMOND JAMES ST   2022-01-01 2022-12-31
d RAYMOND JAMES LT   2021-01-01 2022-12-31
e TWEEDY BROWN ST   2021-01-01 2022-12-31
CHARLES SCHWAB #9485 ST   2022-09-21 2022-12-31
CHARLES SCHWAB #1810 ST   2022-01-01 2022-12-31
CHARLES SCHWAB #1810 LT   2021-01-01 2022-12-31
ISRAEL BONDS   2021-01-01 2022-08-01
PARTNERSHIP K-1 INVESTMENTS      
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 34,887   86,454 -51,567
b 974,937   766,068 208,869
c 29,597   54,479 -24,882
d 647,545   911,689 -264,144
e 887,766   823,262 64,504
1,000,000   997,795 2,205
395,133   492,373 -97,240
502,964   313,977 188,987
275,000   275,000 0
707,872     707,872
974,661     974,661
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       -51,567
b       208,869
c       -24,882
d       -264,144
e       64,504
      2,205
      -97,240
      188,987
      0
      707,872
      974,661
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,709,265
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 30,407
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 30,407
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 30,407
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 81,000
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 81,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 50,593
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow50,593 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowMD
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 arrowN/A
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (240) 235-0988

Located atright arrow4800 HAMPDEN LANE 233BETHESDAMD ZIP+4right arrow20814
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
Yes
 
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
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
RICHARD ENGLAND JR PRESIDENT
10.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
NONIE AKMAN VICE PRESIDENT
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
JUSTINE ENGLAND BOARD MEMBER
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
DIANA ENGLAND BOARD MEMBER
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
ALEXANDER ENGLAND BOARD MEMBER
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
EVAN PEUGH BOARD MEMBER
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
LEAH GELB SECRETARY
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
SARA AKMAN LANGE BOARD MEMBER
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
JONATHAN AKMAN TREASURER
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
ALEX AKMAN BOARD MEMBER
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
ERIN GISTARO BOARD MEMBER
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
SARC CONSULTING LLC CONSULTING 147,460
2238 NORTH ILLINOIS ST
ARLINGTON,VA22205
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  
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
77,617,597
b
Average of monthly cash balances.......................
1b
780,682
c
Fair market value of all other assets (see instructions)................
1c
3,531,034
d
Total (add lines 1a, b, and c).........................
1d
81,929,313
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
81,929,313
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,228,940
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
80,700,373
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,035,019
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,035,019
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
30,407
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
30,407
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,004,612
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,004,612
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,004,612
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
3,292,374
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
3,292,374
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 4,004,612
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...... 11,988
b From 2018...... 1,938,733
c From 2019......  
d From 2020...... 192,191
e From 2021...... 30,481
f Total of lines 3a through e ........ 2,173,393
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,292,374
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..... 3,292,374
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 712,238 712,238
(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 1,461,155
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) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		1,461,155
10 Analysis of line 9:
a Excess from 2018.... 1,238,483
b Excess from 2019....  
c Excess from 2020.... 192,191
d Excess from 2021.... 30,481
e Excess from 2022....  
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:
RICHARD ENGLAND
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
(240) 235-0988
bThe form in which applications should be submitted and information and materials they should include:
IN WRITING; INCLUDE AN ANNUAL REPORT, A COPY OF THE IRS DETERMINATION LETTER AND ANY OTHER LITERATURE/INFORMATION RELATED TO THE ORGANIZATION.
cAny submission deadlines:
FALL AND SPRING
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL TAX-EXEMPT PURPOSES; THE ORGANIZATION MUST BE ORGANIZED IN THE US OR ANY OF ITS POSSESSIONS, AND ANY GRANTS OR GIFTS TO THE ORGANIZATON MUST BE USED WITHIN THE US OR ANY OF ITS POSSESSIONS.
Form 990-PF (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

11TH STREET BRIDGE PARK

1901 MISSISSIPPI AVENUE SE 101
WASHINGTON,DC20020 		  PUBLIC CHARITY GENERAL MISSION 30,000

ACLU OF MASSACHUSETTS

211 CONGRESS STREET
BOSTON,MA02110 		  PUBLIC CHARITY GENERAL MISSION 2,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		  PUBLIC CHARITY GENERAL MISSION 2,000

AMERICAN JEWISH COMMITTEE

1156 15TH STREET NW
WASHINGTON,DC20005 		  PUBLIC CHARITY GENERAL MISSION 65,000

ANTI-DEFAMATION LEAGUE

1100 CONNECTICUT AVENUE NW
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL MISSION 75,000

ARENA STAGE

1101 6TH ST SW
WASHINGTON,DC20024 		  PUBLIC CHARITY GENERAL MISSION 5,000

AVODAH

1886 12TH STREET NW 3RD FLOOR
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 25,000

AYUDA

1413 K STREET NW STE 500
WASHINGTON,DC20005 		  PUBLIC CHARITY GENERAL MISSION 25,000

BAIL PROJECT

PO BOX 102592
PASADENA,CA91189 		  PUBLIC CHARITY GENERAL MISSION 2,000

BETHESDA CHEVY CHASE RESCUE SQUAD

5020 BATTERY LN
BETHESDA,MD20814 		  PUBLIC CHARITY GENERAL MISSION 2,500

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST STREET NE SUITE 400
WASHINGTON,DC20002 		  PUBLIC CHARITY GENERAL MISSION 76,250

BREAD FOR THE CITY

1525 7TH STREET NW
WASHINGTON,DC20001 		  PUBLIC CHARITY GENERAL MISSION 57,500

BUILDING BRIDGES ACROOS THE RIVER

1901 MISSISSIPPI AVENUE SE SUITE
101
WASHINGTON,DC20020 		  PUBLIC CHARITY GENERAL MISSION 38,750

CANINES WITH A CAUSE

3970 S 2700 EAST
PARK CITY,UT84124 		  PUBLIC CHARITY GENERAL MISSION 1,250

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVE NE
WASHINGTON,DC20017 		  PUBLIC CHARITY GENERAL MISSION 29,500

CAPITAL AREA IMMIGRANTS RIGHTS COALITION

1612 K ST NW
WASHINGTON,DC20006 		  PUBLIC CHARITY GENERAL MISSION 25,000

CENTER FOR ADOPTION SUPPORT AND EDUCATION (CASE)

3919 NATIONAL DR SUITE 200
BURTONSVILLE,MD20866 		  PUBLIC CHARITY GENERAL MISSION 5,000

CENTER FOR INSPIRED TEACHING

1436 U ST NW
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 25,000

CENTER FOR REPRODUCTIVE RIGHTS

1634 EYE STREET NW
WASHINGTON,DC20006 		  PUBLIC CHARITY GENERAL MISSION 50,000

CHANGING PERCEPTIONS

3318 ALDEN PLACE NE
WASHINGTON,DC20019 		  PUBLIC CHARITY GENERAL MISSION 15,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVENUE
ANNAPOLIS,MD21403 		  PUBLIC CHARITY GENERAL MISSION 2,000

CHILDREN'S HOSPITAL FOUNDATION

801 ROEDER RD STE 650
SILVER SPRING,MD20910 		  PUBLIC CHARITY GENERAL MISSION 2,500

CHILDREN'S LAW CENTER

501 3RD ST NW 800
WASHINGTON,DC20001 		  PUBLIC CHARITY GENERAL MISSION 30,000

COALITION FOR NON PROFIT EQUITY

2001 S STREET NW SUITE 310
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 5,000

COLLABORATIVE FOR JEWISH ORGANIZING

1100 H ST NW SUITE 630
WASHINGTON,DC20005 		  PUBLIC CHARITY GENERAL MISSION 25,000

COLLEGE OF CHARLESTON

66 GEORGE ST
CHARLESTON,SC29424 		  PUBLIC CHARITY GENERAL MISSION 3,500

COLUMBIA HEIGHTS EDUCATIONAL CAMPUS (LINCOLNBELL)

3101 16TH ST NW
WASHINGTON,DC20010 		  PUBLIC CHARITY GENERAL MISSION 75,000

COMMUNITY JUSTICE ACTION FUND - TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		  PUBLIC CHARITY GENERAL MISSION 10,000

COMMUNITY MEDITATION DC

1532 GALLATIN ST NE
WASHINGTON,DC20017 		  PUBLIC CHARITY GENERAL MISSION 15,000

COMMUNITY OF HOPE

4 ATLANTIC ST NW
WASHINGTON,DC20032 		  PUBLIC CHARITY GENERAL MISSION 85,000

COMMUNITY SERVINGS INC

179 AMORY STREET
JAMAICA PLAIN,MA02130 		  PUBLIC CHARITY GENERAL MISSION 2,000

COUNCIL FOR COURT EXCELLENCE

1111 14TH ST NW STE 500
WASHINGTON,DC20902 		  PUBLIC CHARITY GENERAL MISSION 25,000

CRADLE OF HOPE ADOPTION CENTER

8630 FENTON ST
SILVER SPRING,MD20910 		  PUBLIC CHARITY GENERAL MISSION 2,500

CRITICAL EXPOSURE

1816 12TH ST NW
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 25,000

DANA FABER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		  PUBLIC CHARITY GENERAL MISSION 27,000

DC ACTION FOR CHILDREN

1400 16TH STREET NW SUITE 740
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL MISSION 45,000

DC CENTRAL KITCHEN

425 2ND ST NW
WASHINGTON,DC20001 		  PUBLIC CHARITY GENERAL MISSION 164,016

DC COLLEGE SUCCESS FOUNDATION

1805 7TH STREET NW SUITE 500
WASHINGTON,DC20003 		  PUBLIC CHARITY GENERAL MISSION 35,000

DC GREENS

2000 P ST NW SUITE 240
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL MISSION 25,000

DC JUSTICE LAB

2221 M STREET NE PH2
WASHINGTON,DC20002 		  PUBLIC CHARITY GENERAL MISSION 25,000

DC SCORES

1224 M STREET NW SUITE 200
WASHINGTON,DC20005 		  PUBLIC CHARITY GENERAL MISSION 35,000

DCJCC

1529 16TH STREET NW
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL MISSION 25,000

DIVERSE CITY FUND

518 KENNEDY STREET NW
WASHINGTON,DC20011 		  PUBLIC CHARITY GENERAL MISSION 27,000

EDUCATION FORWARD DC

1805 7TH ST NW
WASHINGTON,DC20001 		  PUBLIC CHARITY GENERAL MISSION 50,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104 		  PUBLIC CHARITY GENERAL MISSION 2,000

FRANCIS SCOTT KEY ELEMENTARY SCHOOL PTA

5002 DANA PL NW WASHINGTON
WASHINGTON,DC20017 		  PUBLIC CHARITY GENERAL MISSION 2,500

FREE MINDS BOOK CLUB

1816 12TH ST NW
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 25,000

FRIENDS OF COMPASS DC

2000 PENNSYLVANIA AVE NW
WASHINGTON,DC20006 		  PUBLIC CHARITY GENERAL MISSION 5,000

GIFFORDS

268 BUSH STREET 555
SAN FRANCISCO,CA94104 		  PUBLIC CHARITY GENERAL MISSION 20,000

GOODWILL OF GREATER WASHINGTON

1140 3RD STREET NE SUITE 350
WASHINGTON,DC20002 		  PUBLIC CHARITY GENERAL MISSION 25,000

GUN VIOLENCE ARCHIVE

1133 CONNECTICUT AVENUE NW SUITE
810
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL MISSION 5,000

HIGHER ACHIEVEMENT

317 8TH STREET NE
WASHINGTON,DC20002 		  PUBLIC CHARITY GENERAL MISSION 40,000

HONEYMOON ISRAEL

1417 MAYSON STREET NE
ATLANTA,GA30324 		  PUBLIC CHARITY GENERAL MISSION 5,000

HOPE CONNECTIONS FOR CANCER SUPPORT

10100 LAUREATE WAY
BETHESDA,MD20814 		  PUBLIC CHARITY GENERAL MISSION 10,000

HUNTINGTON THEATRE COMPANY

560 HARRISON AVENUE
BOSTON,MA02118 		  PUBLIC CHARITY GENERAL MISSION 1,000

IMPACT JUSTICE

2930 LAKESHORE AVENUE SUITE 300
OAKLAND,CA94610 		  PUBLIC CHARITY GENERAL MISSION 25,000

IONA

175 NORTH AVE
NEW ROCHELLE,NY10801 		  PUBLIC CHARITY GENERAL MISSION 105,872

ISRAELI RELIGIOUS ACTION CENTER - DCJJ

1529 SIXTEENTH STREET NW
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL MISSION 30,000

J STREET FOUNDATION

1828 L ST NW SUITE 240
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL MISSION 5,000

JBS ROSLYN SCHULTE SPIRIT FUND

1770 PROMONTORY CIRCLE
GREELEY,CO80634 		  PUBLIC CHARITY GENERAL MISSION 500

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BLVD SUITE 100
NORTH BETHESDA,MD20852 		  PUBLIC CHARITY GENERAL MISSION 190,000

JEWISH SOCIAL SERVICES

200 WOOD HILL ROAD
ROCKVILLE,MD20850 		  PUBLIC CHARITY GENERAL MISSION 55,000

JEWS UNITED FOR JUSTICE

1633 CONNECTICUT AVENUE NW
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 55,000

LATIN AMERICAN YOUTH CENTER

1419 COLUMBIA ROAD NW
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 55,000

LIFE PIECES TO MASTERPIECES

5600 EADS STREET NE
WASHINGTON,DC20019 		  PUBLIC CHARITY GENERAL MISSION 25,000

MARTHA'S TABLE

2375 ELVANS RD SE
WASHINGTON,DC20020 		  PUBLIC CHARITY GENERAL MISSION 30,500

MARY'S CENTER

344 UNIVERSITY BLVD WEST
SILVER SPRING,MD20901 		  PUBLIC CHARITY GENERAL MISSION 25,000

MEDSTAR GEORGETOWN WISE

3800 RESERVOIR RD NW
WASHINGTON,DC20007 		  PUBLIC CHARITY GENERAL MISSION 40,000

MICHAEL J FOX FOUNDATION

PO BOX 4777
NEW YORK,NY10163 		  PUBLIC CHARITY GENERAL MISSION 75,000

MIRIAM'S KITCHEN

2401 VIRGINIA AVE NW
WASHINGTON,DC20037 		  PUBLIC CHARITY GENERAL MISSION 25,000

MONTGOMERY FOOD COUNCIL

4825 CORDELL AVENUE SUITE 204
BETHESDA,MD20814 		  PUBLIC CHARITY GENERAL MISSION 2,000

MONTGOMERY HOSPICE

1355 PICCARD DR STE 100
ROCKVILLE,MD20850 		  PUBLIC CHARITY GENERAL MISSION 55,000

NATIONAL ALLIANCE ON MENTAL ILLNESS

4301 WILSON BLVD SUITE 300
ARLINGTON,VA22203 		  PUBLIC CHARITY GENERAL MISSION 5,000

NATIONAL MUSEUM AFRICAN AMERICAN HISTORY

1400 CONSTITUTION AVE NW
WASHINGTON,DC20001 		  PUBLIC CHARITY GENERAL MISSION 10,000

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DR PMB 16009
BEAVERTN,OR97008 		  PUBLIC CHARITY GENERAL MISSION 25,000

NATIONAL PARK FOUNDATION

1500 K ST NW SUITE 700
WASHINGTON,DC20005 		  PUBLIC CHARITY GENERAL MISSION 500

NATIONAL RE-ENTRY NETWORK FOR RETURNING CITIZENS

3227 DUBOIS PLACE SE
WASHINGTON,DC20019 		  PUBLIC CHARITY GENERAL MISSION 25,000

NATIONALS YOUTH BASEBALL ACADEMY

3675 ELY PLACE SE
WASHINGTON,DC20019 		  PUBLIC CHARITY GENERAL MISSION 2,500

NO KID HUNGRY DC MD VA (SHARE OUR STRENGTH)

1030 15TH STREET NW
WASHINGTON,DC20005 		  PUBLIC CHARITY GENERAL MISSION 2,000

NUZZLE AND CO PET RESCUE & ADOPTION

6466 N HIGH VIEW RD
PEOA,UT84061 		  PUBLIC CHARITY GENERAL MISSION 1,250

ONE WORLD EDUCATION

1800 KENYON STREET NW
WASHINGTON,DC20010 		  PUBLIC CHARITY GENERAL MISSION 25,000

OPEN GOAL PROJECT

1300 VAN BUREN ST NW
WASHINGTON,DC20012 		  PUBLIC CHARITY GENERAL MISSION 10,000

OPERATION HOPE

191 PEACHTREEE ST NE STE 3840
ATLANTA,GA30303 		  PUBLIC CHARITY GENERAL MISSION 2,000

PARK CITY COMMUNITY FOUNDATION

1918 PROSPECTOR AVENUE
PARK CITY,UT84060 		  PUBLIC CHARITY GENERAL MISSION 3,000

PHILLIPS COLLECTION

1600 21ST ST NW
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 25,000

PLANNED PARENTHOOD OF GREATER TEXAS

2001 EAST BEN WHITE BLVD SUITE B
AUSTIN,TX78704 		  PUBLIC CHARITY GENERAL MISSION 10,000

PLANNED PARENTHOOD OF MASSACHUSETTS

1055 COMMONWEALTH AVE
BOSTON,MA02215 		  PUBLIC CHARITY GENERAL MISSION 2,000

PLANNED PARENTHOOD SOUTH ATLANTIC

100 SOUTH BOYLAN AVENUE
RALEIGH,NC27603 		  PUBLIC CHARITY GENERAL MISSION 17,000

PLANNED PARENTHOOD-METRO WASHINGTON

1225 4TH ST NE
WASHINGTON,DC20002 		  PUBLIC CHARITY GENERAL MISSION 75,000

POTOMAC CONSERVANCY

962 WAYNE AVENUE 5TH FL
SILVER SPRING,MD20910 		  PUBLIC CHARITY GENERAL MISSION 1,500

PROJECT CREATE

2208 MARTIN LUTHER KING JR AVE SE
WASHINGTON,DC20020 		  PUBLIC CHARITY GENERAL MISSION 25,000

RAILS TO TRAILS CONSERVANCY

2121 WARD CT NW 5TH FLOOR
WASHINGTON,DC20037 		  PUBLIC CHARITY GENERAL MISSION 2,500

REACH INC

729 8TH STREET SE
WASHINGTON,DC20003 		  PUBLIC CHARITY GENERAL MISSION 25,000

RELIGIOUS ACTION FOR REFORM JUDISM

2027 MASS AVENUE NW
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL MISSION 45,000

ROPER ST FRANCIS FOUNDATION

125 DOUGHTY ST
CHARLESTON,SC29403 		  PUBLIC CHARITY GENERAL MISSION 1,000

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		  PUBLIC CHARITY GENERAL MISSION 7,000

SITAR ARTS CENTER

1700 KALORAMA RD NW STE 101
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 25,000

SIXTH & I

1816 12TH STREET NW
WASHINGTON,DC20009 		  PUBLIC CHARITY GENERAL MISSION 25,000

SOCIAL CAPITAL ACADEMY

4 STARLIGHT
IRVINE,CA92603 		  PUBLIC CHARITY GENERAL MISSION 2,500

SOUTH CAROLINA AQUARIUM

100 AQUARIUM WHARF
CHARLESTON,SC29401 		  PUBLIC CHARITY GENERAL MISSION 1,500

SPEAKEASY STAGE

700 HUNTINGTON PL SE
MARIETTA,GA300675518 		  PUBLIC CHARITY GENERAL MISSION 1,000

ST ANDREWS EPISCOPAL SCHOOL

8804 POSTOAK ROAD
POTOMAC,MD20854 		  PUBLIC CHARITY GENERAL MISSION 1,000

THE BARKER ADOPTION FOUNDATION

7979 OLD GEORGETOWN ROAD 1ST FLOOR
BETHESDA,MD20814 		  PUBLIC CHARITY GENERAL MISSION 35,000

THE HOPE FOUNDATION REENTRY NETWORK

2952 2ND ST SE
WASHINGTON,DC20032 		  PUBLIC CHARITY GENERAL MISSION 25,000

THE KENNEDY CENTER

2700 F ST NW
WASHINGTON,DC20566 		  PUBLIC CHARITY GENERAL MISSION 12,500

THE LITERACY LABDC READING CORPS

1003 K ST NW STE 500
WASHINGTON,DC20001 		  PUBLIC CHARITY GENERAL MISSION 35,000

THE LYMPHOMA & LEUKEMIA SOCIETY

507 CAPITOL CT NE
WASHINGTON,DC20002 		  PUBLIC CHARITY GENERAL MISSION 27,000

THE POSSE FOUNDATION

1319 F STREET NW
WASHINGTON,DC20004 		  PUBLIC CHARITY GENERAL MISSION 30,000

THE ROTARY CLUB OF REDDING CHARITABLE FOUNDATION

1700 PINE STREET SUITE 210
REDDING,CA96001 		  PUBLIC CHARITY GENERAL MISSION 5,000

THE WASHINGTON BALLET

3515 WISCONSIN AVE NW
WASHINGTON,DC20016 		  PUBLIC CHARITY GENERAL MISSION 40,000

THE WIRE

PO BOX 56894
NEW ORLEANS,LA70156 		  PUBLIC CHARITY GENERAL MISSION 10,000

TZEDEC

4340 CONNECTICUT AVENUE NW
WASHINGTON,DC20008 		  PUBLIC CHARITY GENERAL MISSION 40,000

UNIVERSITY OF MARYLAND FUND FOR MEDICINE

655 W BALTIMORE STREET
BALTIMORE,MD21201 		  PUBLIC CHARITY GENERAL MISSION 5,000

UNIVERSITY OF VIRGINIA

1001 EMMET ST N
CHARLOTTESVILLE,VA22903 		  PUBLIC CHARITY GENERAL MISSION 5,000

US AGAINST ALZHEIMERS

2 WISCONSIN CIRCLE SUITE 700
CHEVY CHASE,MD20815 		  PUBLIC CHARITY GENERAL MISSION 22,500

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBURG PL SW
WASHINGTON,DC20024 		  PUBLIC CHARITY GENERAL MISSION 10,000

WASHINGTON AREA WOMEN'S FOUNDATION

1331 H ST NW STE 1000
WASHINGTON,DC200054745 		  PUBLIC CHARITY GENERAL MISSION 7,500

WORLD CENTRAL KITCHEN

655 NEW YORK AVE NW 6TH FLOOR
WASHINGTON,DC200015554 		  PUBLIC CHARITY GENERAL MISSION 1,000

YACHAD

8720 GEORGIA AVENUE
SILVER SPRING,MD20910 		  PUBLIC CHARITY GENERAL MISSION 25,000
Total .................................right arrow 3a 3,000,388
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 ........... 		    14 1,188  
4 Dividends and interest from securities ....     14 1,136,548  
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 .....     15 12,047  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,709,265  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,859,048 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,859,048
(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.
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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:
THE LOIS AND RICHARD ENGLAND FOUNDATION
 
INC C/O RICHARD ENGLAND
EIN:
52-1691418
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 13,621 9,467   4,154

TY 2022 InvestmentsCorpStockSchedule
Name:
THE LOIS AND RICHARD ENGLAND FOUNDATION
 
INC C/O RICHARD ENGLAND
EIN:
52-1691418
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB #1810 5,117,292 6,815,171
CHARLES SCHWAB #2561 434,603 572,065
CHARLES SCHWAB #9485 27,560,539 27,782,505
CPG ACTIVIST FUND (CS#2561) 383,812 383,812
CPG BROOKFIELD FUND (CS#2561) 306,860 306,860
CPG CARLYLE PRIVATE FUND (CS #2561) 829,855 906,655
DF DENT/WILMINGTON TRUST 2,888,998 7,421,886
LOOMIS SAYLES INVESTMENT 3,002,982 2,735,814
RAYMOND JAMES/ALEX BROWN 12,084,922 15,211,157
TWEEDY BROWNE GLOBAL VALUE 6,206,946 6,146,805

TY 2022 InvestmentsOtherSchedule2
Name:
THE LOIS AND RICHARD ENGLAND FOUNDATION
 
INC C/O RICHARD ENGLAND
EIN:
52-1691418
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AVISTONE INDUSTRIAL PROPERTY FUND III AT COST 4,944 4,944
ENTERPRISE COMMUNITY AT COST 414,133 414,133
FEG PRIVATE OPP FUND AT COST 237,350 316,335
GOLDEN TREE DISTRESSED FUND III AT COST 108,223 336,313
GOLDENTREE DISTRESSED CO- INVESTMENT FUND III AT COST 100,996 77,530
HILLSON PARTNERS LP AT COST 1,879,523 1,956,975
ICAPITAL BLACKSTONE (CS#2561) FMV 161,405 161,405
ICAPITAL SLP VI AND SLA II ACCESS (CS#2561) AT COST 232,378 250,712
ISRAEL BONDS AT COST 500,000 500,000
NEXTGEN VENTURES FUND II AT COST 363,159 585,525
OWL ROCK (CS # 2561) AT COST 290,261 292,459
PINKARD FUND II AT COST 95,707 182,311
PINKARD FUND III AT COST 109,546 114,052
RETHINK IMPACT II AT COST 182,058 182,058
SWAN & LEGEND FUND 4 AT COST 703,982 1,065,544
SWAN HOSPITALITY AT COST 251,301 250,821
TIFF DIVERSIFIED STRATEGY FUND AT COST 613,783 1,844,611
TIFF REAL ESTATE PARTNERS AT COST 70,891 10,795
VIKING PARTNERS IV AT COST 256,711 339,932
VIKING PARTNERS V AT COST 74,669 74,669
ICAPITAL DYLA CAPITAL PA (CS #2561) AT COST 192,378 250,712

TY 2022 LegalFeesSchedule
Name:
THE LOIS AND RICHARD ENGLAND FOUNDATION
 
INC C/O RICHARD ENGLAND
EIN:
52-1691418
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSES 8,417 0   8,417


TY 2022 OtherExpensesSchedule
Name:
THE LOIS AND RICHARD ENGLAND FOUNDATION
 
INC C/O RICHARD ENGLAND
EIN:
52-1691418
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE ADMINISTRATIVE EXPENSES 2,392 0   2,392
MEMBERSHIP DUES 6,375 0   6,375
PARTNERSHIP K-1 INVESTMENT LOSS-UBI 71,400 0   0
PARTNERSHIP K-1 INVESTMENT LOSS 92,866 82,866   0


TY 2022 OtherIncomeSchedule2
Name:
THE LOIS AND RICHARD ENGLAND FOUNDATION
 
INC C/O RICHARD ENGLAND
EIN:
52-1691418
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP K-1 ROYALTY INCOME 12,047 12,047 12,047


TY 2022 OtherProfessionalFeesSchedule
Name:
THE LOIS AND RICHARD ENGLAND FOUNDATION
 
INC C/O RICHARD ENGLAND
EIN:
52-1691418
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 567,250 567,250   0
CONSULTING FEE 200,830 0   200,830


TY 2022 TaxesSchedule
Name:
THE LOIS AND RICHARD ENGLAND FOUNDATION
 
INC C/O RICHARD ENGLAND
EIN:
52-1691418
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 134,091 0   0
FOREIGN TAXES 8,619 8,619   0