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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CLARK CHARITABLE FOUNDATION INC
DBA A JAMES & ALICE B CLARK FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4445 WILLARD AVENUE SUITE 740
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD20815
A Employer identification number

52-1512330
B Telephone number (see instructions)

(301) 657-7191
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$490,600,540J 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 8,952,140 9,664,031  
4 Dividends and interest from securities... 5,565,918 5,539,336  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,384,406
b Gross sales price for all assets on line 6a 340,594,445
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 12,133,652 15,203,367  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 549,321 0   549,321
14 Other employee salaries and wages...... 1,685,637 0   1,685,637
15 Pension plans, employee benefits....... 321,010 0   321,010
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
40,309 0   40,309
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
103,068 0   103,068
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
889,876 697,826   192,050
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
163,451 24,257   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 629,646 0   629,646
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
659,454 28,556   659,454
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,041,772 750,639   4,180,495
25 Contributions, gifts, grants paid....... 114,376,494 114,376,494
26 Total expenses and disbursements. Add lines 24 and 25 119,418,266 750,639   118,556,989
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -107,284,614
b Net investment income (if negative, enter -0-) 14,452,728
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 140,499,267 31,065,908 31,065,908
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 arrow200,000
Less: allowance for doubtful accounts right arrow0 200,000 200,000 200,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 95,230,266 Click to see attachment
List of Attached Documents:
// Content
252,623,588 		254,780,935
b Investments—corporate stock (attach schedule)....... 76,944,933 Click to see attachment
List of Attached Documents:
// Content
13,278,734 		18,557,607
c Investments—corporate bonds (attach schedule)....... 165,969,177 Click to see attachment
List of Attached Documents:
// Content
93,015,545 		81,865,217
11 Investments—land, buildings, and equipment: basis right arrow60,210
Less: accumulated depreciation (attach schedule) right arrow60,210      
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 120,348,145 Click to see attachment
List of Attached Documents:
// Content
101,723,399 		104,130,873
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) 599,191,788 491,907,174 490,600,540
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 126,041,347 126,041,347
28 Retained earnings, accumulated income, endowment, or other funds 473,150,441 365,865,827
29 Total net assets or fund balances (see instructions)..... 599,191,788 491,907,174
30 Total liabilities and net assets/fund balances (see instructions). 599,191,788 491,907,174
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
599,191,788
2
Enter amount from Part I, line 27a .....................
2
-107,284,614
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
491,907,174
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
491,907,174
Form 990-PF (2023)
Form 990-PF (2023)
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 CERBERUS PARTNERS, L.P. D    
b CERBERUS PARTNERS, L.P. D    
c WHALE ROCK LONG OPPORTUNITIES FUND, L.P. D    
d PUBLICLY TRADED SECURITIES HELD SHORT TERM      
e PUBLICLY TRADED SECURITIES HELD LONG TERM      
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     6,020 -6,020
b     7,803 -7,803
c 34,125     34,125
d 179,256,106   178,564,988 691,118
e 161,275,878   164,788,062 -3,512,184
28,336     28,336
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       -6,020
b       -7,803
c       34,125
d       691,118
e       -3,512,184
      28,336
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 -2,772,428
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  
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) 1 200,893
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........................... 3 200,893
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- ..... 5 200,893
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 148,717
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 135,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 283,717
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 82,824
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow82,824 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 arrowCLARKFOUNDATIONDC.ORG
14
The books are in care ofright arrowJOE DEL GUERCIO Telephone no.right arrow (301) 657-7191

Located atright arrow4445 WILLARD AVENUE SUITE 740CHEVY CHASEMD ZIP+4right arrow20815
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Yes
 
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
COURTNEY C PASTRICK DIRECTOR
2.00 		0 0 0
4445 WILLARD AVENUE SUITE 740
CHEVY CHASE,MD20815
ROBERT J FLANAGAN DIRECTOR
2.00 		0 0 0
4445 WILLARD AVENUE SUITE 740
CHEVY CHASE,MD20815
JOSEPH DEL GUERCIO PRESIDENT & CEO
35.00 		508,229 41,092 0
4445 WILLARD AVENUE SUITE 740
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
ASHLEY WILLIAMS DIRECTOR OF OPERATIO
40.00 		300,000 56,676 0
4445 WILLARD AVENUE SUITE 740
CHEVY CHASE,MD20815
NATALIE GRANDISON DIRECTOR, ENGINEERIN
40.00 		231,000 63,777 0
4445 WILLARD AVENUE SUITE 740
CHEVY CHASE,MD20815
JENNIFER HOUSTON DIRECTOR, EVENTS AND
40.00 		231,640 47,142 0
4445 WILLARD AVENUE SUITE 740
CHEVY CHASE,MD20815
DANIELLE HAMBERGER DIRECTOR, EDUCATION
40.00 		231,000 44,621 0
4445 WILLARD AVENUE SUITE 740
CHEVY CHASE,MD20815
HARRY MONROE DIRECTOR, VETERANS P
40.00 		231,000 33,079 0
4445 WILLARD AVENUE SUITE 740
CHEVY CHASE,MD20815
Total number of other employees paid over $50,000...................right arrow 3
Form 990-PF (2023)
Form 990-PF (2023)
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
FENTON COMMUNICATIONS INC PR, MARKETING & COMMUNICATION 541,686
630 NINTH AVE STE 910
NEW YORK,NY10036
THE WEBSTER GROUP INC EVENT MANAGEMENT AND PRODUCTION 117,273
5185 MACARTHUR BLVD NW 645
WASHINGTON,DC20016
CLIFTONLARSONALLEN LLP ACCOUNTING SERVICES 102,982
220 SOUTH SIXTH STREET STE 300
MINNEAPOLIS,MN55402
GRADUATE NASHVILLE EVENT SERVICES 82,279
101 20TH AVE N
NASHVILLE,TN37203
KAH CONSULTING LLC CONSULTANT FEES 78,750
5731 45TH AVENUE
HYATTSVILLE,MD20781
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 (2023)
Form 990-PF (2023)
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
351,944,548
b
Average of monthly cash balances.......................
1b
179,735,732
c
Fair market value of all other assets (see instructions)................
1c
200,000
d
Total (add lines 1a, b, and c).........................
1d
531,880,280
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
531,880,280
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,978,204
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
523,902,076
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
26,195,104
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
26,195,104
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
200,893
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
200,893
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
25,994,211
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
25,994,211
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
25,994,211
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
118,556,989
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
118,556,989
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 25,994,211
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 91,047,526
b From 2019...... 128,713,710
c From 2020...... 138,784,382
d From 2021...... 58,456,052
e From 2022...... 124,516,001
f Total of lines 3a through e ........ 541,517,671
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 118,556,989
a Applied to 2022, 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 2023 distributable amount..... 25,994,211
e Remaining amount distributed out of corpus 92,562,778
5 Excess distributions carryover applied to 2023. 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 5 634,080,449
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		91,047,526
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		543,032,923
10 Analysis of line 9:
a Excess from 2019.... 128,713,710
b Excess from 2020.... 138,784,382
c Excess from 2021.... 58,456,052
d Excess from 2022.... 124,516,001
e Excess from 2023.... 92,562,778
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

ADVENT CHRISTIAN VILLAGE INC

10680 DOWLING PARK DRIVE
LIVE OAK,FL32060 		  PC GENERAL OPERATING SUPPORT OF SENIOR LIVING FACILITIES 5,000

ALLIED FORCES FOUNDATION INC

713 MONTAUK COURT NE
LEESBURG,VA20176 		  PC GENERAL OPERATING SUPPORT OF VETERANS PROGRAMS 10,000

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		  PC GENERAL OPERATING SUPPORT OF HEALTH PROGRAMS 5,000

AMERICAN CANCER SOCIETY INC

270 PEACHTREE STREET SUITE 1300
ATLANTA,GA30303 		  PC GENERAL OPERATING SUPPORT OF HEALTH PROGRAMS 5,000

ARCHBISHOP CARROLL HIGH SCHOOL

4300 HAREWOOD ROAD NE
WASHINGTON,DC20017 		  PC SUPPORT THE CONSTRUCTION OF A NEW SCHOOL ENGINEERING LAB 350,000

ATLANTA UNIVERSITY CENTER CONSORTIUM

156 MILDRED STREET
ATLANTA,GA30314 		  PC SUPPORT FOR ENGINEERING INITIATIVES 150,000

ATLANTA UNIVERSITY CENTER CONSORTIUM

156 MILDRED STREET
ATLANTA,GA30314 		  PC SUPPORT FOR ENGINEERING INITIATIVES 500,000

AUSTIN COMMUNITY FOUNDATION

4315 GUADALUPE STREET SUITE 300
AUSTIN,TX78751 		  PC GENERAL OPERATING SUPPORT OF THE SHAKESPEARE AT WINEDALE PROGRAM 10,000

BOULDER CREST FOUNDATION

33735 SNICKERSVILLE TURNPIKE PO BOX
117
BLUEMONT,VA20135 		  PC GENERAL OPERATING SUPPORT OF VETERANS PROGRAMS 2,000,000

BOYS & GIRLS CLUBS OF GREATER WESTFIELD

28 WEST SILVER STREET
WESTFIELD,MA01085 		  PC CAPACITY-BUILDING SUPPORT OF AFTER-SCHOOL PROGRAMMING 300,000

BOYS & GIRLS CLUBS OF GREATER WASHINGTON INC

4103 BENNING RD NE
WASHINGTON,DC20024 		  PC CAPACITY-BUILDING SUPPORT OF AFTER-SCHOOL PROGRAMMING 5,000

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST STREET NW SUITE 400
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT OF GUN SAFETY PROGRAMS 10,000

BROOKLYN KINDERGARTEN SOCIETY

25 CHAPEL STREET SUITE 900
BROOKLYN,NY11201 		  PC GENERAL OPERATING SUPPORT OF SCHOOL PROGRAMS 25,000

CATHOLIC CHARITIES DC

924 G STREET NW
WASHINGTON,DC20001 		  PC SUPPORT OF THE NEWCOMER NETWORK 3,700,000

CATHOLIC CHARITIES DC

924 G STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT OF SOCIAL SERVICES PROGRAMS 500,000

CHILDREN'S NATIONAL MEDICAL CENTER

111 MICHIGAN AVE NW
WASHINGTON,DC20010 		  PC EARLY CHILDHOOD INNOVATION NETWORK 610,000

CHILDREN'S NATIONAL MEDICAL CENTER

111 MICHIGAN AVE NW
WASHINGTON,DC20010 		  PC CLARK PARENT-CHILD NETWORK 5,021,500

CHILDREN'S NATIONAL MEDICAL CENTER

111 MICHIGAN AVE NW
WASHINGTON,DC20010 		  PC ENDOWED PROFESSORSHIPS 625,000

CITYWORKS DC

600 NEW HAMPSHIRE AVE NW
WASHINGTON,DC20037 		  PC GENERAL OPERATING SUPPORT OF YOUTH CAREER DEVELOPMENT PROGRAMS 500,000

CONGRESSIONAL CHORUS

1127 5TH STREET NW UNIT B
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT OF MUSIC PROGRAMS 5,000

CONSORTIUM OF CATHOLIC ACADEMIES

415 MICHIGAN AVENUE NE
WASHINGTON,DC20017 		  PC GENERAL OPERATING SUPPORT OF STUDENT SUPPORT PROGRAMS 600,000

CONSORTIUM OF CATHOLIC ACADEMIES

415 MICHIGAN AVENUE NE
WASHINGTON,DC20017 		  PC STRATEGIC PLANNING SUPPORT 35,000

CONVENTION OF THE PE CHURCH OF THE DIOCESE OF WASHINGTON BISHOP WALKER SCHO

1801 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		  PC STUDENT SCHOLARSHIPS 20,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA02215 		  PC GENERAL OPERATING SUPPORT OF CANCER RESEARCH PROGRAMS 10,000

DC GREENS

810 7TH STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING AND STRATEGIC PLANNING SUPPORT 179,559

DC PUBLIC EDUCATION FUND

3407 14TH ST NW
WASHINGTON,DC20010 		  PC DCPSPERSISTS INITIATIVE 67,500

DC PUBLIC EDUCATION FUND

3407 14TH ST NW
WASHINGTON,DC20010 		  PC DCPSPERSISTS INITIATIVE 50,316

DC SCORES

1140 CONNECTICUT AVE NW SUITE 1200
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT OF AFTER-SCHOOL PROGRAMS 1,000,000

DC SCORES

1140 CONNECTICUT AVE NW SUITE 1200
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT OF AFTER-SCHOOL PROGRAMS 100,000

DIENER SCHOOL INC

11701 DANVILLE DRIVE
NORTH BETHESDA,MD20852 		  PC FACILITY RENOVATIONS 100,000

DIGITAL PIONEERS ACADEMY

709 12TH STREET SE
WASHINGTON,DC20003 		  PC GENERAL OPERATING SUPPORT OF SCHOOL PROGRAMS 250,000

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC GEORGE MASON UNIVERSITY SCHOLARSHIP PROGRAM 54,832

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC GEORGE MASON UNIVERSITY SCHOLARSHIP PROGRAM 54,702

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC NORTH CAROLINA A&T STATE UNIVERSITY SCHOLARSHIP PROGRAM 37,706

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC NORTH CAROLINA A&T STATE UNIVERSITY SCHOLARSHIP PROGRAM 19,843

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC NORTH CAROLINA A&T STATE UNIVERSITY SCHOLARSHIP PROGRAM 19,843

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC GEORGE MASON UNIVERSITY SCHOLARSHIP PROGRAM 56,904

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC GEORGE MASON UNIVERSITY SCHOLARSHIP PROGRAM 64,011

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC NORTH CAROLINA A&T STATE UNIVERSITY SCHOLARSHIP PROGRAM 14,491

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC NORTH CAROLINA A&T STATE UNIVERSITY SCHOLARSHIP PROGRAM 14,491

DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM (DC-CAP)

1425 K STREET NW SUITE 200
WASHINGTON,DC20005 		  PC NORTH CAROLINA A&T STATE UNIVERSITY SCHOLARSHIP PROGRAM 24,759

DISTRICT OF COLUMBIA PUBLIC LIBRARY FOUNDATION INC

901 G STREET NW 3RD FLOOR
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT OF YOUTH LEADERSHIP DEVELOPMENT PROGRAMS 50,000

DOG TAG INC

3206 GRACE STREET NORTHWEST
WASHINGTON,DC20007 		  PC DOG TAG FELLOWSHIP PROGRAM EXPANSION 900,000

DOLLYWOOD FOUNDATION

111 E MAIN STREET 2ND FLOOR
SEVIERVILLE,TN37862 		  PC GENERAL OPERATING SUPPORT OF LITERACY PROGRAMS 5,000

EUPHEMIA L HAYNES PUBLIC CHARTER SCHOOL INC

4501 KANSAS AVE NW
WASHINGTON,DC20011 		  PC SCHOOL GROWTH SUPPORT 150,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026 		  PC STUDENT SCHOLARSHIPS 500,000

EVERY MOTHER COUNTS

333 HUDSON STREET SUITE 1006
NEW YORK,NY10013 		  PC GENERAL OPERATING SUPPORT OF MATERNAL CARE PROGRAMS 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 4184
NEW YORK,NY10163 		  PC GENERAL OPERATING SUPPORT OF GUN SAFETY PROGRAMS 5,000

FAMILIES IN TRANSITION INC

16 LEHNER STREET
WOLFEBORO,NH03894 		  PC GENERAL OPERATING SUPPORT OF AFFORDABLE HOUSING PROGRAMS 100,000

FLATHEAD WARMING CENTER

889 NORTH MERIDIAN ROAD
KALISPELL,MT59901 		  PC GENERAL OPERATING SUPPORT OF PROGRAMS FOR INDIVIDUALS EXPERIENCING HOMELESSNESS 5,000

FOGGY BOTTOM YOUTH BASEBALL FOUNDATION INC

1700 H STREET NW SUITE 50
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT OF YOUTH BASEBALL PROGRAMS 20,000

FRIENDS OF EASTON VOLUNTEER FIRE DEPARTMENT INC

315 LEONARD RIECK DRIVE
EASTON,MD21601 		  PC SUPPORT THE CONSTRUCTION OF A NEW TRAINING FACILITY FOR FIRST RESPONDERS 500,000

GEORGE MASON UNIVERSITY FOUNDATION INC

2724 MERTEN HALL 4400 UNIVERSITY
DRIVE MS 1A3
FAIRFAX,VA22030 		  PC DC CAP SCHOLARS 85,745

GEORGE MASON UNIVERSITY FOUNDATION INC

2724 MERTEN HALL 4400 UNIVERSITY
DRIVE MS 1A3
FAIRFAX,VA22030 		  PC DC CAP SCHOLARS 43,191

GEORGETOWN DAY SCHOOL INC

4200 DAVENPORT STREET NW
WASHINGTON,DC20016 		  PC DC PREP SCHOLARSHIPS 356,308

GEORGETOWN UNIVERSITY

3700 O ST NW
WASHINGTON,DC20007 		  PC GEORGETOWN LOMBARDI YOUNG SCHOLARS PROGRAM 33,334

GEORGETOWN UNIVERSITY

3700 O ST NW
WASHINGTON,DC20007 		  PC TECHNICAL ASSISTANCE FOR THE CENTER FOR CHILD AND HUMAN DEVELOPMENT 328,890

GIRLS GLOBAL ACADEMY PUBLIC CHARTER SCHOOL

733 8TH STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS 250,000

GREATER DC DIAPER BANK

8860 MONARD DRIVE
SILVER SPRING,MD20910 		  PC GENERAL OPERATING SUPPORT OF BABY AND CAREGIVER PROGRAMS 175,000

GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC

3939 CAMPBELL AVENUE
ARLINGTON,VA22206 		  PC CAPITAL CAMPAIGN SUPPORT 250,000

HABITAT FOR HUMANITY OF WASHINGTON DC AND NORTHERN VIRGINIA INC

2115 WARD COURT SUITE 100
WASHINGTON,DC20037 		  PC GENERAL OPERATING SUPPORT OF HOUSING PROGRAMS 5,000

HEAD STRONG PROJECT INC

530 7TH AVENUE SUITE 1406
NEW YORK,NY10018 		  PC STRATEGIC GROWTH AND CAPACITY-BUILDING SUPPORT 750,000

HIGHER ACHIEVEMENT PROGRAM INC

1750 COLUMBIA ROAD NW
WASHINGTON,DC20009 		  PC WARD ONE ACHIEVEMENT CENTER FOR SUPPLEMENTAL EDUCATION SUPPORT 100,000

HIRE HEROES USA

13010 MORRIS ROAD STE 175
ALPHARETTA,GA30004 		  PC MENTORING AND ONLINE TRAINING PROGRAMS 1,500,000

HOLY CROSS HEALTH FOUNDATION INC

10720 COLUMBIA PIKE
SILVER SPRING,MD20901 		  PC GENERAL OPERATING SUPPORT OF MATERNAL AND INFANT HEALTH PROGRAMS 552,000

HORIZONS GREATER WASHINGTON INC

3000 CATHEDRAL AVE NW
WASHINGTON,DC20008 		  PC GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS 20,000

HUMANE SOCIETY OF CALVERT COUNTY

PO BOX 3505
PRINCE FREDERICK,MD20678 		  PC GENERAL OPERATING SUPPORT OF ANIMAL WELFARE PROGRAMS 5,000

IDENTITY INC

415 EAST DIAMOND AVENUE
GAITHERSBURG,MD20877 		  PC CAPITAL CAMPAIGN SUPPORT 400,000

JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS

2700 F STREET NW
WASHINGTON,DC20566 		  PC THE REACH, PERFORMANCES FOR YOUNG AUDIENCES, AND THE NATIONAL SYMPHONY ORCHESTRA'S YOUNG PEOPLE'S CONCERTS 600,000

JOHNS HOPKINS UNIVERSITY

3910 KESWICK ROAD SUITE N2100
BALTIMORE,MD21211 		  PC CLARK SCHOLARS PROGRAM 13,750

JUBILEE HOUSING INC

1631 EUCLID STREET NW P-5
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS 100,000

JUBILEE JUMPSTART

2525 ONTARIO ROAD NW
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT OF YOUTH PROGRAMS 5,000

JUST TRYAN IT

911 LAREDO ROAD
SILVER SPRING,MD20901 		  PC FINANCIAL ASSISTANCE FOR FAMILIES WITH CHILDREN RECEIVING CANCER TREATMENT 75,000

LEVELING THE PLAYING FIELD INC

9170 BROOKVILLE ROAD
SILVER SPRING,MD20910 		  PC SUPPORT OF FACILITY RENOVATIONS 125,666

LEVINE MUSIC INC

2801 UPTON STREET NW
WASHINGTON,DC20008 		  PC MUSIC INSTRUCTION SCHOLARSHIPS 50,000

MAMATOTO VILLAGE INC

4315 SHERIFF ROAD NORTHEAST
WASHINGTON,DC20019 		  PC GENERAL OPERATING SUPPORT AND ORGANIZATIONAL EXPANSION 115,000

MARTHA'S TABLE

2375 ELVANS RD SE
WASHINGTON,DC20020 		  PC SUPPORT OF STRATEGIC PLAN IMPLEMENTATION 100,000

MARYLAND FOOD BANK INC

2200 HALETHORPE FARMS ROAD
BALTIMORE,MD21227 		  PC GENERAL OPERATING SUPPORT OF FOOD SECUITY PROGRAMS 250,000

MARYS CENTER FOR MATERNAL AND CHILD CARE INC

2333 ONTARIO RD NW
WASHINGTON,DC20009 		  PC NURSE FAMILY PARTNERSHIP AND MATERNAL CARE COORDINATION PROGRAMS 500,000

MEDSTAR GEORGETOWN MEDICAL CENTER INC

3800 RESERVOIR RD NW
WASHINGTON,DC20007 		  PC EARLY CHILDHOOD INNOVATION NETWORK 720,000

MEDSTAR GEORGETOWN MEDICAL CENTER INC

3800 RESERVOIR RD NW
WASHINGTON,DC20007 		  PC CONSTRUCTION OF NEW PAVILION 3,750,000

MEDSTAR HEALTH INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044 		  PC SAFE BABIES, SAFE MOMS HEALTH INITIATIVE 5,000,000

MEDSTAR HEALTH INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044 		  PC TO DEVELOP A MATERNAL SAFETY SPECTRUM TAXONOMY 125,000

MEMORIAL HOSPITAL FOUNDATION

633 3RD AVENUE 5TH FLOOR
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT OF HEALTH CARE PROGRAMS 30,000

MEMORIAL SLOAN KETTERING CANCER CENTER

102 EAST DOVER STREET
EASTON,MD21601 		  PC GENERAL OPERATING SUPPORT OF MEDICAL RESEARCH PROGRAMS 150,000

MEMORIAL SLOAN KETTERING CANCER CENTER

102 EAST DOVER STREET
EASTON,MD21601 		  PC GENERAL OPERATING SUPPORT OF MEDICAL RESEARCH PROGRAMS 15,000

MERIT AMERICA

712 H STREET NE SUITE 1560
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT OF WORKFORCE DEVELOPMENT PROGRAMS 300,000

NATIONAL ACADEMY OF ENGINEERING FUND

500 FIFTH STREET NW
WASHINGTON,DC20001 		  PC ENGINEERGIRL PROGRAM 400,000

NATIONAL PARK TRUST INC

401 E JEFFERSON STREET SUITE 207
ROCKVILLE,MD20850 		  PC GENERAL OPERATING SUPPORT OF YOUTH PROGRAMMING AT WASHINGTON JESUIT ACADEMY 20,000

NATIONAL WORLD WAR II MUSEUM INC

945 MAGAZINE ST
NEW ORLEANS,LA70130 		  PC CAPITAL CAMPAIGN SUPPORT 333,334

NEW FUTURES

609 H STREET NE SUITE 500
WASHINGTON,DC20002 		  PC SCALING EDUCATIONAL PROGRAM 310,000

OPERATION HOMEFRONT INC

1355 CENTRAL PARKWAY SOUTH SUITE
100
SAN ANTONIO,TX78232 		  PC SUPPORT FOR VETERANS TRANSITIONAL HOUSING PROGRAMS 2,000,000

OPERATION OPPORTUNITY FOUNDATION

1012 14TH STREET NW SUITE 1200
WASHINGTON,DC20005 		  PC CAPACITY-BUILDING SUPPORT OF COLLEGE PREPARATORY PROGRAMS 1,000,000

PAN MASSACHUSETTS CHALLENGE TRUST

77 4TH AVENUE
NEEDHAM,MA02494 		  PC GENERAL OPERATING SUPPORT OF RESEARCH AT THE DANA-FARBER CANCER INSTITUTE 17,500

PAVE INC

1805 7TH STREET NW FLOOR 6
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS 50,000

PENNSYLVANIA STATE UNIVERSITY

212 THE 103 BUILDING
UNIVERSITY PARK,PA16802 		  PC CLARK SCHOLARS PROGRAM 3,000,000

PENNSYLVANIA STATE UNIVERSITY

212 THE 103 BUILDING
UNIVERSITY PARK,PA16802 		  PC CLARK SCHOLARS PROGRAM 99,394

PENNSYLVANIA STATE UNIVERSITY

212 THE 103 BUILDING
UNIVERSITY PARK,PA16802 		  PC GENERAL OPERATING SUPPORT OF ENTREPRENEURSHIP PROGRAM 150,000

PERSIST NASHVILLE INC

41 PEABODY ST
NASHVILLE,TN37217 		  PC GENERAL OPERATING SUPPORT OF COLLEGE PERSISTENCE PROGRAMS 25,000

PERSIST NASHVILLE INC

41 PEABODY ST
NASHVILLE,TN37217 		  PC GENERAL OPERATING SUPPORT OF COLLEGE PERSISTENCE PROGRAMS 25,000

PGA TOUR FIRST TEE FOUNDATION INC

13000 SAWGRASS VILLAGE CIRCLE
BUILDING 4
PONTE VEDRA BEACH,FL32082 		  PC FIRST TEE COLLEGE SCHOLARSHIP PROGRAM 400,000

PROJECT ECHO INC

484 MAIN ST
PRINCE FREDERICK,MD20678 		  PC GENERAL OPERATING SUPPORT OF PROGRAMMING TO END HOMELESSNESS 10,000

RECLAIM CHILDHOOD INC

45 PROSPECT STREET
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT OF REFUGEE SUPPORT PROGRAMS 5,000

ROBERTO CLEMENTE-SANTA ANA HEALTH CLINIC INC

105 W MONUMENT STREET
BALTIMORE,MD21201 		  PC GENERAL OPERATING SUPPORT OF HEALTH CARE AND WELLNESS SERVICES 10,000

ROMAN CATHOLIC BISHOP OF SPRINGFIELD A CORP SOLE

30 BARTLETT STREET
WESTFIELD,MA01085 		  PC FACILITY RENOVATIONS 425,000

SAGA INNOVATIONS INC

13 HICKORY HILL LANE
FRAMINGHAM,MA01701 		  PC SUPPORT TUTORING PROGRAMS IN DC SCHOOLS 250,000

SAMARITAN INNS INC

2523 14TH ST NW
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT OF HOUSING, TREATMENT AND RECOVERY SERVICES PROGRAMS 750,000

SAMARITAN INNS INC

2523 14TH ST NW
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT OF HOUSING, TREATMENT AND RECOVERY SERVICES PROGRAMS 250,000

SAMARITAN INNS INC

2523 14TH ST NW
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT OF HOUSING, TREATMENT AND RECOVERY SERVICES PROGRAMS 1,000,000

SAMARITAN INNS INC

2523 14TH ST NW
WASHINGTON,DC20009 		  PC SUPPORT FOR LEADERSHIP SEARCH 40,000

SAN MIGUEL SCHOOL INC

7705 GEORGIA AVENUE NW
WASHINGTON,DC20012 		  PC TUITION ASSISTANCE FOR LOW-INCOME STUDENTS 500,000

SCHOOL LEADER LAB

PO BOX 96503 PMB 40627
WASHINGTON,DC20090 		  PC SUPPORT FOR SCHOOL STAFF TRAINING 100,000

SHEPHERD FOUNDATION LTD

7315 WISCONSIN AVE 603E
BETHESDA,MD20814 		  PC TUITION ASSISTANCE FOR LOW-INCOME STUDENTS 100,000

SIBLEY MEMORIAL HOSPITAL FOUNDATION

5255 LOUGHBORO ROAD NW
WASHINGTON,DC20016 		  PC MATERNAL HEALTH ACCESS PROGRAM 2,592,877

SIBLEY MEMORIAL HOSPITAL FOUNDATION

5255 LOUGHBORO ROAD NW
WASHINGTON,DC20016 		  PC ELEVATE ORTHOPAEDIC PATIENT CARE 103,257

SIBLEY MEMORIAL HOSPITAL FOUNDATION

5255 LOUGHBORO ROAD NW
WASHINGTON,DC20016 		  PC EXPAND PEDIATRIC PROTON THERAPY CARE 1,120,579

SIBLEY MEMORIAL HOSPITAL FOUNDATION

5255 LOUGHBORO ROAD NW
WASHINGTON,DC20016 		  PC GENERAL OPERATING SUPPORT FOR CANCER RESEARCH PROGRAMS 10,000

SOME INC

71 O STREET NW
WASHINGTON,DC20001 		  PC CAPACITY-BUILDING SUPPORT OF ANTI-POVERTY PROGRAMS 74,100

SPRINGBOARD COLLABORATIVE

2 PENN CENTER 1500 JFK BLVD STE
1160
PHILADELPHIA,PA19102 		  PC GENERAL OPERATING SUPPORT OF EDUCATION PROGRAMS 280,000

ST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILIES

4901 EASTERN AVENUE
HYATTSVILLE,MD20782 		  PC FACILITY RENOVATIONS 125,000

STATESMEN COLLEGE PREPARATORY ACADEMY FOR BOYS PCS

4600 LIVINGSTON ROAD SE
WASHINGTON,DC20032 		  PC GENERAL OPERATING AND CAPACITY-BUILDING SUPPORT 100,000

SUBURBAN HOSPITAL FOUNDATION

8600 OLD GEORGETOWN ROAD
BETHESDA,MD20814 		  PC CAPITAL CAMPAIGN 2,000,000

SUBURBAN HOSPITAL FOUNDATION

8600 OLD GEORGETOWN ROAD
BETHESDA,MD20814 		  PC SUPPORT FOR HOSPITAL STAFF TRAINING 250,000

TALBOT HOSPICE FOUNDATION INC

586 CYNWOOD DR
EASTON,MD21601 		  PC GENERAL OPERATING SUPPORT OF HOSPICE CARE PROGRAMS 50,000

THE ARC MONTGOMERY COUNTY INC

7362 CALHOUN PLACE
ROCKVILLE,MD20855 		  PC GENERAL OPERATING SUPPORT OF PROGRAMS FOR INDIVIDUALS WITH DISABILITIES 5,000

THE COMMIT FOUNDATION

280 WEST KAGY BOULEVARD SUITE D313
BOZEMAN,MT80401 		  PC SUPPORT OF VETERANS TRANSITION PROGRAMS 1,300,000

THE ECONOMIC CLUB OF WASHINGTON DC

1601 K STREET NW 210
WASHINGTON,DC20006 		  PC DC SCHOLARSHIP PROGRAM 100,000

THE LEARNING ALLIANCE INC

2066 14TH AVENUE SUITE 102
VERO BEACH,FL32960 		  PC SUPPORT FOR AFTER-SCHOOL PROGRAMMING 100,000

THE MISSION CONTINUES

1141 SOUTH 7TH ST
ST LOUIS,MO63104 		  PC CAPACITY BUILDING SUPPORT FOR VETERANS PROGRAM 1,500,000

THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY

ONE CASTLE POINT ON THE HUDSON
HOBOKEN,NJ07030 		  PC CLARK SCHOLARS PROGRAM 15,900

THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY

ONE CASTLE POINT ON THE HUDSON
HOBOKEN,NJ07030 		  PC CLARK SCHOLARS PROGRAM 127,343

THIRD OPTION FOUNDATION

12007 SUNRISE VALLEY DRIVE SUITE
105
RESTON,VA20191 		  PC SUPPORT OF VETERANS PROGRAMS 500,000

THIRD OPTION FOUNDATION

12007 SUNRISE VALLEY DRIVE SUITE
105
RESTON,VA20191 		  PC SUPPORT OF VETERANS PROGRAMS 1,500,000

THIRD OPTION FOUNDATION

12007 SUNRISE VALLEY DRIVE SUITE
105
RESTON,VA20191 		  PC SUPPORT OF VETERANS PROGRAMS 250,000

TRAVIS MANION FOUNDATION

164 E STATE STREET
DOYLESTOWN,PA18901 		  PC GENERAL OPERATING SUPPORT OF VETERANS PROGRAMS 750,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT STREET SUITE 305
PHILADELPHIA,PA19104 		  PC CLARK SCHOLARS PROGRAM 140,000

UNITED STATES SOCCER FEDERATION FOUNDATION INC

1140 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON,DC20036 		  PC DC MINI-PITCH INITIATIVE 575,000

UNITED WAY OF INDIAN RIVER COUNTY

1836 14TH AVENUE
VERO BEACH,FL32960 		  PC GENERAL OPERATING SUPPORT OF SOCIAL SERVICES PROGRAMS 25,000

UNIVERSITY OF DENVER

2150 E EVANS AVENUE OFFICE 282B
DENVER,CO80208 		  PC SUPPORT FOR STEM WRITING SUPPORT INITIATIVE 300,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC CLARK DISTINGUISHED CHAIRS 320,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC CLARK DISTINGUISHED CHAIRS 4,000,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC CLARK DISTINGUISHED CHAIRS 4,000,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC CLARK DISTINGUISHED CHAIRS 4,000,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC CLARK LEADERSHIP CHAIRS 80,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC CLARK LEADERSHIP CHAIRS 2,000,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC MARYLAND PROMISE PROGRAM 998,395

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC MARYLAND PROMISE PROGRAM 525,901

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC MARYLAND PROMISE PROGRAM 467,596

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC MARYLAND PROMISE PROGRAM 403,974

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC MARYLAND PROMISE PROGRAM 250,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC CLARK MARKETING & COMMUNICATIONS FUND 750,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC NEW ENGINEERING FACILITIES 7,000,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC SUPPORT FOR THE DO GOOD INSTITUTE 10,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC SUPPORT FOR THE DO GOOD INSTITUTE 10,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC CLARK SCHOLARS PROGRAM NETWORK 20,627,622

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

1101 MAIN ADMINISTRATION BUILDING
COLLEGE PARK,MD20742 		  PC A. JAMES CLARK SCHOLARSHIP ENDOWMENT 1,000,000

UNIVERSITY OF TEXAS AT AUSTIN

110 INNER CAMPUS DR
AUSTIN,TX78712 		  PC GENERAL OPERATING SUPPORT OF THE SHAKESPEARE AT WINEDALE PROGRAM 10,000

VANDERBILT UNIVERSITY

VU STATION B 357727 2301 VANDERBILT
PLACE
NASHVILLE,TN37235 		  PC CLARK SCHOLARS PROGRAM 100,000

VIRGINIA TECH FOUNDATION

902 PRICES FORK ROAD SUITE 4500
BLACKSBURG,VA24061 		  PC CLARK SCHOLARS PROGRAM 111,491

WARREN WASHINGTON CARE CENTER CORPORATION

PO BOX 659 24 DIX AVENUE
GLENS FALLS,NY12801 		  PC GENERAL OPERATING SUPPORT FOR CHILD ADVOCACY SERVICES PROGRAM 5,000

WASHINGTON JESUIT ACADEMY

900 VARNUM STREET NE
WASHINGTON,DC20017 		  PC CAPITAL CAMPAIGN SUPPORT 2,792,890

WASHINGTON JESUIT ACADEMY

900 VARNUM STREET NE
WASHINGTON,DC20017 		  PC HEADMASTER'S ENDOWMENT FUND 1,500,000

WASHINGTON TENNIS & EDUCATION FOUNDATION INC

5220 16TH STREET NW
WASHINGTON,DC20011 		  PC GENERAL OPERATING SUPPORT FOR AFTER-SCHOOL PROGRAMS 15,000

WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS

1645 TRAP ROAD
VIENNA,VA22182 		  PC EARLY LEARNING THROUGH THE ARTS PROGRAM 50,000

WORKSHOPS FOR WARRIORS

2970 MAIN STREET
SAN DIEGO,CA92113 		  PC CONSTRUCTION OF A NEW FACILITY 1,200,000

YOUTH INVEST PARTNERS

1201 15TH ST NW SUITE 510
WASHINGTON,DC20005 		  PC STRATEGIC PLANNING IMPLEMENTATION 750,000

YUMI CARES FOUNDATION INC

PO BOX 6695
ELLICOTT CITY,MD21042 		  PC GENERAL OPERATING SUPPORT OF ART THERAPY PROGRAMS 5,000
Total .................................right arrow 3a 114,376,494
bApproved for future payment

DC SCORES
1140 CONNECTICUT AVE NW SUITE 1200
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT OF AFTER-SCHOOL PROGRAMS 500,000

DIGITAL PIONEERS ACADEMY PUBLIC CHARTER SCHOOL
709 12TH STREET SE
WASHINGTON,DC20003 		  PC GENERAL OPERATING SUPPORT OF SCHOOL PROGRAMS 200,000

DISTRICT OF COLUMBIA PUBLIC LIBRARY FOUNDATION INC
901 G STREET NW 3RD FLOOR
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT OF YOUTH LEADERSHIP DEVELOPMENT PROGRAMS 100,000

DOG TAG INC
3206 GRACE STREET NORTHWEST
WASHINGTON,DC20007 		  PC DOG TAG FELLOWSHIP PROGRAM EXPANSION 1,650,000

FRIENDS OF EASTON VOLUNTEER FIRE DEPARTMENT INC
315 LEONARD RIECK DRIVE
EASTON,MD21601 		  PC SUPPORT THE CONSTRUCTION OF A NEW TRAINING FACILITY FOR FIRST RESPONDERS 500,000

GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE SUITE 500
WASHINGTON,DC20007 		  PC GEORGETOWN LOMBARDI YOUNG SCHOLARS PROGRAM 66,666

MEDSTAR GEORGETOWN MEDICAL CENTER INC
3800 RESERVOIR RD NW
WASHINGTON,DC20007 		  PC CONSTRUCTION OF NEW PAVILION 3,750,000

OPERATION OPPORTUNITY FOUNDATION
1012 14TH STREET NW SUITE 1200
WASHINGTON,DC20005 		  PC CAPACITY-BUILDING SUPPORT OF COLLEGE PREPARATORY PROGRAMS 1,250,000

SAN MIGUEL SCHOOL INC
7705 GEORGIA AVENUE NW
WASHINGTON,DC20012 		  PC TUITION ASSISTANCE FOR LOW-INCOME STUDENTS 500,000

THE MISSION CONTINUES
1141 SOUTH 7TH ST
ST LOUIS,MO63104 		  PC CAPACITY BUILDING SUPPORT FOR VETERANS PROGRAM 2,140,000

UNITED STATES SOCCER FOUNDATION INC
1140 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON,DC20036 		  PC DC MINI-PITCH INITIATIVE 500,000

WASHINGTON TENNIS & EDUCATION FOUNDATION INC
5220 16TH STREET NW
WASHINGTON,DC20011 		  PC GENERAL OPERATING SUPPORT FOR AFTER-SCHOOL PROGRAMS 15,000

WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS
1645 TRAP ROAD
VIENNA,VA22182 		  PC EARLY LEARNING THROUGH THE ARTS PROGRAM 100,000
Total ................................. right arrow 3b 11,271,666
Form 990-PF (2023)
Form 990-PF (2023)
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 8,952,140  
4 Dividends and interest from securities ....     14 5,565,918  
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 -2,384,406  
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 12,133,652 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,133,652
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL SERVICES 103,068 0   103,068

TY 2023 GeneralExplanationAttachment
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Identifier Return Reference Explanation
  FORM 990-PF PART XIV LINE 3A GRANTS ARE NEITHER MADE TO INDIVIDUALS NOR TO ORGANIZATIONS WHICH AREN'T NON-PROFIT AND TAX-EXEMPT. GRANTS ARE MADE ONLY T0 U.S. QUALIFIED PUBLIC CHARITIES.

TY 2023 InvestmentsCorpBondsSchedule
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Name of Bond End of Year Book Value End of Year Fair Market Value
US BANCORP - 91159HHV5 MEDIUM TERM NOTE 3.375 02/05/2024 2,000,000 1,968,540 1,995,260
TARGET CORP - 87612EBD7 3.500 07/01/2024 2,250,000 2,211,120 2,230,335
BLACKROCK ADVANTAGE COREALPHA BOND FUND CLASS I 111,343.10 5,437,027 5,103,747
ROYAL BK CDA - 78016EYR2 MEDIUM TERM NOTE 2,250,000 2,246,760 2,243,970
JPMORGAN CHASE CO - 46647PCG9 06/01/2025 2,250,000 2,241,203 2,242,373
PIMCO INCOME FUND INSTITUTIONAL 185,356.055 2,179,246 1,968,481
BROWN ADVISORY MORT SEC INS - BAFZX #2326 1,991,172.329 21,000,000 18,239,139
ABBVIE INC - 00287YBZ1 2.600 11/21/2024 1,200,000 1,157,208 1,172,280
BROWN ADV SUSTAIN BND INST - BAISX #4902 4,992,290.395 51,050,513 43,183,312
VERIZON COMMUNICATIONS INC - 92343VGE8 03/20/2026 1,256,000 1,258,916 1,256,590
ATT INC - 00206RGD8 06/12/2024 1,155,000 1,158,224 1,159,008
GS SHORT DURATION BOND FUND CLASS P 111,417.508 1,106,788 1,070,722

TY 2023 InvestmentsCorpStockSchedule
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Name of Stock End of Year Book Value End of Year Fair Market Value
DEVON ENERGY CORPORATION (NEW) CMN (DVN) 382.00 11,261 17,305
AERCAP HOLDINGS NV ORD CMN (AER) 309.00 11,467 22,965
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS G 193,394.843 2,759,131 2,939,602
VISTRA CORP CMN (VST) 573.00 11,564 22,072
HAIN CELESTIAL GROUP, INC. (TH CMN (HAIN) 551.00 10,010 6,033
STERICYCLE, INC. CMN (SRCL) 244.00 12,160 12,093
CLEVELAND-CLIFFS INC. CMN (CLF) 995.00 11,855 20,318
ACADIA HEALTHCARE COMPANY INC CMN (ACHC)307.00 13,433 23,872
TEXAS CAPITAL BANCSHARES, INC. CMN (TCBI) 237.00 11,877 15,317
BABCOCK & WILCOX ENTERPRISES, CMN (BW) 1,522.00 10,623 2,222
XPERI INC. CMN (XPER) 679.00 11,837 7,483
ARCOSA INC CMN (ACA) 154.00 10,059 12,727
VIASAT, INC CMN (VSAT) 602.00 19,405 16,826
VERINT SYSTEMS INC. CMN (VRNT) 323.00 9,053 8,731
QUANTUM CORPORATION CMN (QMCO) 1,570.00 8,799 548
HAEMONETICS CORPORATION CMN (HAE) 137.00 8,300 11,715
ENVIRI CORP CMN (NVRI) 1,048.00 14,221 9,432
RIBBON COMMUNICATIONS INC CMN (RBBN) 3,547.00 12,370 10,286
VEECO INSTRUMENTS INC CMN (VECO) 813.00 14,522 25,227
CIENA CORPORATION CMN (CIEN) 474.00 14,873 21,335
OPENLANE INC CMN (KAR) 734.00 11,430 10,871
INNOVIZ TECHNOLOGIES LTD. CMN (INVZ) 1,347.00 4,740 3,408
OIL STATES INTERNATIONAL, INC. CMN (OIS) 637.00 4,906 4,325
CALERES, INC CMN (CAL) 198.00 4,575 6,085
CHARLES RIV LABS INTL INC CMN (CRL) 51.00 6,643 12,056
VAREX IMAGING CORPORATION CMN (VREX) 230.00 4,753 4,715
KBR, INC. CMN (KBR) 483.00 12,926 26,763
TETRA TECHNOLOGIES INC (DEL) CMN (TTI) 1,372.00 5,053 6,201
TREEHOUSE FOODS, INC. CMN (THS) 266.00 11,824 11,026
ISHARES RUSSELL 2000 ETF (IWM) 3,160 477,821 634,244
FIDELITY LARGE CAP VALUE INDEX FUND (FLCOX) 33,305.354 421,066 538,548
DWS RREEF GLOBAL INFRASTRUCTURE FUND I SHARES (TOLIX) 19,045.021 286,714 282,057
STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS 3,877.558 248,314 239,556
LUXOR CAPITAL PARTNERS LIQUIDATING SPV 32,703 2,886
KYNDRYL HOLDINGS INC CMN (KD) 1,257.00 19,436 26,120
PATTERSON COMPANIES INC CMN (PDCO)303.00 7,946 8,620
ORMAT TECHNOLOGIES, INC. CMN (ORA) 263.00 19,088 19,933
CONDUENT INCORPORATED CMN (CNDT) 3,264.00 17,586 11,914
STRATASYS LTD CMN (SSYS) 1,019.00 16,659 14,551
CRITEO SPONSORED ADR CMN (CRTO) 897.00 16,252 22,712
ATMOS ENERGY CORPORATION CMN (ATO) 50.00 5,320 5,795
UNISYS CORPORATION CMN (UIS) 1,263.00 13,836 7,098
INTERNATIONAL GAME TECHNOLOGY PLC CMN (IGT) 898.00 15,439 24,614
AVERY DENNISON CORPORATION CMN (AVY) 115.00 15,121 23,248
CHILDREN'S PLACE INC (THE) INC (PLCE) 117.00 7,963 2,717
ITRON, INC. CMN (ITRI) 180.00 10,451 13,592
AMNEAL NEWCO INC. CMN (AMRX)868.00 7,635 5,269
ALLETE, INC. CMN (ALE) 103.00 5,402 6,299
COHERENT CORP CMN (COHR) 191.00 6,664 8,314
GQG PARTNERS EMERGING MARKETS EQUITY FUND INSTITUTIONAL 47,884.642 661,273 758,493
BANKUNITED INC CMN (BKU) 264.00 5,195 8,562
CROWN HOLDINGS INC CMN (CCK)267.00 15,967 24,588
GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU CLASS (GGIPX) 59,942.941 874,836 1,186,271
COGNYTE SOFTWARE LTD CMN (CGNT) 1,298.00 14,302 8,346
ISHARES S&P 500 INDEX FUND CLASS G (BSPGX) 19,703.214 6,726,611 11,010,944
RESIDEO TECHNOLOGIES INC. CMN (REZI) 978.00 15,337 18,406
NORTHWESTERN CORPORATION CMN (NWE) 111.00 5,386 5,649
OSI SYSTEMS, INC. CMN (OSIS) 85.00 6,788 10,969
HUNTINGTON BANCSHARES INCORPOR CMN (HBAN) 579.00 6,848 7,365
TEMPUR SEALY INTERNATIONAL INC CMN (TPX) 229.00 4,188 11,672
RAMBUS INC CMN (RMBS) 368.00 3,675 25,116
RLJ LODGING TRUST CMN (RLJ) 281.00 3,516 3,293
SEAWORLD ENTERTAINMENT, INC. CMN (SEAS) 137.00 3,497 7,238
CHATHAM LODGING TRUST CMN (CLDT) 277.00 3,455 2,969
CANNAE HOLDINGS, INC. CMN (CNNE) 161.00 3,213 3,141
TWIN DISC INCORPORATED CMN (TWIN) 126.00 2,852 2,036
VARONIS SYSTEMS, INC. CMN (VRNS) 147.00 2,835 6,656
BANC OF CALIFORNIA INC CMN (BANC) 183.00 2,823 2,458
BOX, INC. CMN CLASS A (BOX) 235.00 4,543 6,018
UNDER ARMOUR, INC. CMN CLASS C (UA) 620.00 4,325 5,177
AVANOS MEDICAL INC CMN (AVNS) 211.00 6,333 4,733
NEW JERSEY RESOURCES CORPORATI CMN (NJR) 131.00 5,444 5,840
PORTLAND GENERAL ELECTRIC CO CMN (POR) 135.00 5,393 5,851
INTEGRA LIFESCIENCES HOLDING CORPORATION (IART) 110.00 4,695 4,791
INDIE SEMICONDUCTOR INC CMN (INDI) 292.00 1,905 2,368
NLIGHT, INC. CMN (LASR) 190.00 2,141 2,565
ZIMVIE INC. CMN (ZIMV) 276.00 2,214 4,899
CYTOSORBENTS CORPORATION CMN (CTSO) 320.00 2,394 355
ENTEGRIS, INC. CMN (ENTG) 18.00 1,644 2,157
EMCORE CORPORATION CMN (EMKR) 549.00 2,642 268
WIX.COM LTD CMN (WIX) 95.00 6,787 11,687
BLOOM ENERGY CORP CMN CLASS A (BE) 423.00 4,504 6,260
MARKFORGED HOLDING CORPORATION CMN (MKFG) 582.00 2,518 477
MERCURY SYSTEMS INC CMN (MRCY) 147.00 6,506 5,376
VIAVI SOLUTIONS, INC. CMN (VIAV) 689.00 6,537 6,938
RADWARE LTD. CMN (RDWR) 290.00 6,868 4,837
MOLINA HEALTHCARE, INC. CMN (MOH) 52.00 6,948 18,788
TECHNIPFMC PLC CMN (FTI) 817.00 7,287 16,454
ADEIA INC. CMN (ADEA) 807.00 7,345 9,999
ODP CORP/THE CMN (ODP) 221.00 7,578 12,442
PATTERSON-UTI ENERGY, INC. CMN REG OFFER 23054738 470.00 6,464 5,076
STANDARD BIOTOOLS INC CMN (LAB) 1,240.00 6,577 2,740
DRIL-QUIP, INC. CMN (DRQ) 190.00 6,544 4,421
COMERICA INCORPORATED CMN (CMA) 145.00 5,543 8,092
INFINERA CORPORATION CMN (INFN) 754.00 5,614 3,582
ACCURAY INCORPORATED CMN (ARAY) 1,394.00 6,256 3,945
ONESPAN, INC. CMN (OSPN) 383.00 5,696 4,106
MACOM TECHNOLOGY SOLUTIONS CMN (MTSI) 298.00 7,528 27,699
CLEAN HARBORS INC CMN (CLH) 71.00 5,529 12,390
ATRICURE, INC CMN (ATRC) 189.00 5,662 6,745
ORASURE TECHNOLOGIES, INC. CMN (OSUR) 685.00 6,270 5,617
TELEDYNE TECHNOLOGIES INCORPOR CMN (TDY) 21.00 6,259 9,372
CNX RESOURCES CORP CMN (CNX) 446.00 6,295 8,920
ENERPAC TOOL GROUP CORP CMN (EPAC) 262.00 6,171 8,146
BREAD FINANCIAL HOLDINGS INC CMN (BFH) 121.00 6,126 3,986
CEVA, INC. CMN (CEVA) 195.00 5,909 4,428
SEMTECH CORPORATION CMN (SMTC) 285.00 6,057 6,244

TY 2023 InvestmentsGovtObligationsSch
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
US Government Securities - End of Year Book Value:

240,757,823
US Government Securities - End of Year Fair Market Value:

242,785,950
State & Local Government Securities - End of Year Book Value:


11,865,765
State & Local Government Securities - End of Year Fair Market Value:


11,994,985


TY 2023 InvestmentsOtherSchedule2
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
WHALE ROCK LONG OPPORTUNITIES - 95MSC6553 FUND LP DESIGNATED INVESTMENT AT COST 1,283,420 514,084
APOLLO OFFSHORE CREDIT STRATEGIES - 95MSC0CY5 FUND LTD 15993301.4 AT COST 15,000,000 15,993,301
HG VORA SPECIAL OPPORTUNITIES - 96MSCR647 FUND LTD. 23,387,416.000 AT COST 25,000,000 23,387,416
DAVIDSON KEMPNER INTERNATIONAL - 96MSCR795 (BVI), LTD 25,931,000.000 AT COST 25,000,000 25,931,000
SEVENSAOI CAP PTNR II LLC *** - 95MSC6579 271546.7 AT COST 0 271,547
CERBERUS PARTNERS, L.P. *** - 95MSC6561 400,227.000 AT COST 228,315 400,227
LUXOR CAPITAL PARTNERS OFFSHORE - 95MSC4K02 LIQUIDATING SPV, LTD AT COST 15,719 12,246
STARWOOD REAL ESTATE INCOME - 96MSCZKM3 TRUST, INC - CLASS I 5003.534 AT COST 136,778 124,445
BLACKSTONE REAL EST INC TR, INC.CL I - 96MSCJ9K6 4097.095 AT COST 54,089 58,711
CF STARK SELECT ASSET FUND LLC - 95MSC65N4 CLASS A 2,161.770 AT COST 5,078 2,162
HUDSON BAY INTERNATIONAL FUND LTD. - 96MSCR5X4 37435733.77 AT COST 35,000,000 37,435,734

TY 2023 LegalFeesSchedule
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 40,309 0   40,309


TY 2023 OtherExpensesSchedule
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSES 8,114 0   8,114
OFFICE EXPENSE 2,155 0   2,155
PR/MARKETING & COMMUNICATIONS 583,560 0   583,560
PASSTHROUGH INVESTMENT EXPENSES 0 28,556   0
PROFESSIONAL DEVELOPMENT 54,810 0   54,810
DUES & SUBSCRIPTIONS 10,815 0   10,815


TY 2023 OtherProfessionalFeesSchedule
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 192,050 0   192,050
INVESTMENT MANAGEMENT FEES 697,826 697,826   0


TY 2023 TaxesSchedule
Name:
CLARK CHARITABLE FOUNDATION INC
 
DBA A JAMES & ALICE B CLARK FOUNDATION
EIN:
52-1512330
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX DEPOSITS 139,194 0   0
FOREIGN TAX 24,257 24,257   0