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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ENGLAND FAMILY FOUNDATION
 
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)

(301) 327-0030
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$97,223,442J 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 37,089 37,089  
4 Dividends and interest from securities... 1,665,815 1,665,815  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,842,576
b Gross sales price for all assets on line 6a 9,402,552
7 Capital gain net income (from Part IV, line 2)... 5,842,576
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
42,242 35,145  
12 Total. Add lines 1 through 11........ 7,587,722 7,580,625  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 215,000 0   215,000
14 Other employee salaries and wages...... 108,558 0   108,558
15 Pension plans, employee benefits....... 42,573 0   42,573
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,084 39,958   17,125
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
512,800 496,616   16,184
17 Interest............... 13,176 13,176   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
28,591 6,074   22,517
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 36,219 0   36,219
21 Travel, conferences, and meetings....... 5,233 0   5,233
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
216,683 156,981   115,346
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,235,917 712,805   578,755
25 Contributions, gifts, grants paid....... 3,916,090 3,916,090
26 Total expenses and disbursements. Add lines 24 and 25 5,152,007 712,805   4,494,845
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,435,715
b Net investment income (if negative, enter -0-) 6,867,820
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 7,897,614 8,413,216 8,413,216
2 Savings and temporary cash investments.........      
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)....... 71,420,499 Click to see attachment
List of Attached Documents:
// Content
76,528,217 		76,528,217
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).......... 9,685,257 Click to see attachment
List of Attached Documents:
// Content
12,282,009 		12,282,009
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) 89,003,370 97,223,442 97,223,442
Liabilities 17 Accounts payable and accrued expenses.......... 9,170 3,227
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) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
10,066
23 Total liabilities (add lines 17 through 22)......... 9,170 13,293
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 88,994,200 97,210,149
29 Total net assets or fund balances (see instructions)..... 88,994,200 97,210,149
30 Total liabilities and net assets/fund balances (see instructions). 89,003,370 97,223,442
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
88,994,200
2
Enter amount from Part I, line 27a .....................
2
2,435,715
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,785,237
4
Add lines 1, 2, and 3 ..........................
4
97,215,152
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,003
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
97,210,149
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,624,467   3,559,976 4,064,491
b 1,778,085     1,778,085
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4,064,491
b       1,778,085
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,842,576
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 95,463
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 95,463
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 95,463
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 26,573
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 77,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 103,573
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 135
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 7,975
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,975 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowGRF CPAS & ADVISORS Telephone no.right arrow (301) 951-9090

Located atright arrow4550 MONTGOMERY AVE SUITE 800NBETHESDAMD 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
20.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
JOAN NONIE ENGLAND AKMAN VICE PRESIDENT
2.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
SARA AKMAN LANGE SECRETARY
1.00 		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
ERIN GISTARO AKMAN TRUSTEE
1.00 		0 0 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
HANNAH HAHN EXECUTIVE DIRECTOR
40.00 		215,000 20,730 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
ALEXIS CONNOLLY FINANCE & OPERATIONS
30.00 		65,481 30,332 0
4800 HAMPDEN LANE SUITE 233
BETHESDA,MD20814
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
MAI CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 277,116
106 HARRISON ST SE
LEESBURG,VA20175
ALEX BROWN INVESTMENT MANAGEMENT 70,747
801 17TH ST NW
WASHINGTON,DC20006
WILMINGTON TRUST INVESTMENT MANAGEMENT 65,625
1100 NORTH MARKET STREET
WILMINGTON,DE19890
FLUX LABS INC SOFTWARE LICENSE & SUPPORT 65,000
PO BOX 92141
LAS VEGAS,NV89193
GRF CPAS & ADVISORS ACCOUNTING & TAX SUPPORT 57,084
4330 MONTGOMERY AVE SUITE 800N
BETHESDA,MD20814
Total number of others receiving over $50,000 for professional services.............right arrow1
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 (2024)
Form 990-PF (2024)
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
75,249,332
b
Average of monthly cash balances.......................
1b
7,860,008
c
Fair market value of all other assets (see instructions)................
1c
11,897,535
d
Total (add lines 1a, b, and c).........................
1d
95,006,875
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
95,006,875
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,425,103
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
93,581,772
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,679,089
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
4,679,089
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
95,463
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
1,813
c
Add lines 2a and 2b............................
2c
97,276
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,581,813
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,581,813
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
4,581,813
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
4,494,845
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
4,494,845
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,581,813
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 192,191
c From 2021...... 30,481
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 222,672
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,494,845
a Applied to 2023, 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 2024 distributable amount..... 4,494,845
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 86,968 86,968
(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 5 135,704
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		135,704
10 Analysis of line 9:
a Excess from 2020.... 105,223
b Excess from 2021.... 30,481
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
(301) 327-0030
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 ORGANIZATION MUST BE USED WITHIN THE US OR ANY OF ITS POSSESSIONS.
Form 990-PF (2024)
Form 990-PF (2024)
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

AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS

3840 WEST EAU GALLIE BLVD SUITE 104
MELBOURNE,FL32934 		NONE PC GENERAL OPERATING SUPPORT 2,000

AMAF

2208 MARTIN LUTHER KING JR AVE SE
WASHINGTON,DC20020 		NONE PC GENERAL OPERATING SUPPORT 5,000

AMERICAN FRIENDS SERVICE COMMITTEE GAZA EMERGENCY RELIEF

1100 G STREET NORTHWEST SUITE 500
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING SUPPORT 5,000

AMERICAN HEART ASSOCIATION

300 M STREET SE SUITE 803
WASHINGTON,DC20003 		NONE PC GENERAL OPERATING SUPPORT 5,000

AMERICAN INDIAN COLLEGE FUND

955 INSPIRATION PLACE
REDDING,CA96003 		NONE PC GENERAL OPERATING SUPPORT 2,000

AMERICAN JEWISH COMMITTEE

7200 WISCONSIN AVENUE SUITE 500
BETHESDA,MD20814 		NONE PC GENERAL OPERATING SUPPORT 65,000

AMICA CENTER FOR IMMIGRANT RIGHTS

1700 PINE STREET SUITE 210
REDDING,CA96001 		NONE PC GENERAL OPERATING SUPPORT 25,000

ANACOSTIA WATERSHED SOCIETY

13 CHURCH HILL RD
NEWTON,CT06470 		NONE PC GENERAL OPERATING SUPPORT 1,500

ANTI-DEFAMATION LEAGUE

1328 FLORIDA AVE NW 2ND FLOOR
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 106,756

AVODAH

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		NONE PC GENERAL OPERATING SUPPORT 20,000

AYUDA

1700 KALORAMA RD SUITE 101
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 30,000

BALLET HISPANICO

600 I STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 27,000

BRADY CENTER TO PREVENT GUN VIOLENCE

1000 JEFFERSON DRIVE SW
WASHINGTON,DC20560 		NONE PC GENERAL OPERATING SUPPORT 32,500

BREAD FOR THE CITY

4 STARLIGHT
IRVINE,CA92603 		NONE PC GENERAL OPERATING SUPPORT 75,000

BUILDING BRIDGES ACROSS THE RIVER

PO BOX 5473
RICHMOND,CA94805 		NONE PC GENERAL OPERATING SUPPORT 266,347

CAPITAL AREA FOOD BANK

539 TREMONT ST
BOSTON,MA02116 		NONE PC GENERAL OPERATING SUPPORT 25,000

CAPITAL CITY PUBLIC CHARTER SCHOOL

3480 BUSKIRK AVE 340
PLEASANT HILL,CA94523 		NONE PC GENERAL OPERATING SUPPORT 5,000

CENTER FOR ADOPTION SUPPORT AND EDUCATION

80 M STREET SE SUITE 100
WASHINGTON,DC20003 		NONE PC GENERAL OPERATING SUPPORT 2,500

CENTER FOR GUN VIOLENCE SOLUTIONS

3571 FAR WEST BLD 3497
AUSTIN,TX78731 		NONE PC GENERAL OPERATING SUPPORT 7,500

CENTER FOR INSPIRED TEACHING

7979 OLD GEORGETOWN RD FIRST FLOOR
FIRST FLOOR
BETHESDA,MD20814 		NONE PC GENERAL OPERATING SUPPORT 25,000

CENTER FOR TECHNOLOGY AND CIVIC LIFE

240 E GOWEN AVENUE
PHILADELPHIA,PA19119 		NONE PC GENERAL OPERATING SUPPORT 25,000

CHANGING PERCEPTIONS

1200 U ST NW
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 30,000

CHESAPEAKE BAY FOUNDATION

4000 ALBEMARLE ST NW SUITE 304
WASHINGTON,DC20016 		NONE PC GENERAL OPERATING SUPPORT 2,000

CHILDREN'S LAW CENTER

3515 WISCONSIN AVE NW
WASHINGTON,DC20016 		NONE PC GENERAL OPERATING SUPPORT 30,000

CITYDANCE

800 WASHINGTON ST 231
BOSTON,MA02111 		NONE PC GENERAL OPERATING SUPPORT 7,500

CITYSCHOOLS COLLABORATIVE

1555 POYDRAS ST SUITE 1000
NEW ORLEANS,LA70112 		NONE PC GENERAL OPERATING SUPPORT 50,000

COLLEGE OF CHARLESTON

4340 CONNECTICUT AVENUE NW SUITE
345
WASHINGTON,DC20008 		NONE PC GENERAL OPERATING SUPPORT 2,500

DC COLLEGE SUCCESS FOUNDATION

100 RAOUL WALLENBERG PLAZA SW
WASHINGTON,DC20024 		NONE PC GENERAL OPERATING SUPPORT 35,000

COMMON CAUSE EDUCATION FUND

220 ARCH ST 13TH FL
BALTIMORE,MD21201 		NONE PC GENERAL OPERATING SUPPORT 50,000

COMMUNITY MEDIATION DC

1001 EMMET ST N
CHARLOTTESVILLE,VA22903 		NONE PC GENERAL OPERATING SUPPORT 15,000

COMMUNITY OF HOPE

1227 42ND STREET SE
WASHINGTON,DC20020 		NONE PC GENERAL OPERATING SUPPORT 25,000

COMMUNITY SERVINGS

655 NEW YORK AVE NW 6TH FL
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 2,000

COMPASS PRO BONO

8720 GEORGIA AVE SUITE 705
SILVER SPRING,MD20910 		NONE PC GENERAL OPERATING SUPPORT 5,000

COUNCIL FOR COURT EXCELLENCE

200 MASSACHUSETTS AVE NW SUITE 700
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 25,000

CRITICAL EXPOSURE

6 HERNDON AVE
ANNAPOLIS,MD21403 		NONE PC GENERAL OPERATING SUPPORT 30,000

DANA-FARBER CANCER INSTITUTE

501 3RD STREET NW 8TH FLOOR
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 25,000

DC ACTION

4000 ALBEMARLE ST NW SUITE 304
WASHINGTON,DC20016 		NONE PC GENERAL OPERATING SUPPORT 50,000

DC CENTRAL KITCHEN

4000 ALBEMARLE ST NW SUITE 304
WASHINGTON,DC20016 		NONE PC GENERAL OPERATING SUPPORT 144,932

DC JUSTICE LAB

650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 25,000

DC PUBLIC EDUCATION FUND

1805 7TH STREET NW 500
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 107,152

DC SCORES

66 GEORGE ST
CHARLESTON,SC29424 		NONE PC GENERAL OPERATING SUPPORT 35,000

EDLAVITCH DC JEWISH COMMUNITY CENTER

805 15TH ST NW SUITE 800
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING SUPPORT 25,000

EDUCATION FORWWARD DC

6955 WILLOW STREET NW 182
WASHINGTON,DC20012 		NONE PC GENERAL OPERATING SUPPORT 150,923

EQUAL JUSTICE INITIATIVE

4 ATLANTIC ST SW
WASHINGTON,DC20032 		NONE PC GENERAL OPERATING SUPPORT 2,000

FAIR CHANCE

179 AMORY ST
BOSTON,MA02130 		NONE PC GENERAL OPERATING SUPPORT 10,000

FLEISHER ART MEMORIAL

2000 PENNSYLVANIA AVE NW SUITE 7000
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING SUPPORT 2,500

FRANCIS SCOTT KEY ELEMENTARY SCHOOL PTO

999 E STREET NW SUITE 603
WASHINGTON,DC20004 		NONE PC GENERAL OPERATING SUPPORT 5,000

FREE LIBRARY OF PHILADELPHIA

1816 12TH STREET NW 3RD FLOOR
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 5,000

FREE MINDS BOOK CLUB & WRITING WORKSHOP

450 BROOKLINE AVENUE
BOSTON,MA02215 		NONE PC GENERAL OPERATING SUPPORT 30,000

FRIENDS OF IMPJ (FISCAL AGENT FOR IRAC)

1400 16TH STREET NW SUITE 740
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 35,000

FRIENDS OF THE PUBLIC GARDEN

2121 FIRST ST SW
WASHINGTON,DC20024 		NONE PC GENERAL OPERATING SUPPORT 3,000

GIFFORDS LAW CENTER

2121 FIRST ST SW
WASHINGTON,DC20024 		NONE PC GENERAL OPERATING SUPPORT 4,000

GOOD SHEPHERD HOUSING

1200 U STREET NW
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 2,500

GOODWILL OF GREATER WASHINGTON (NEW)

3407 14TH ST NW
WASHINGTON,DC20010 		NONE PC GENERAL OPERATING SUPPORT 25,000

THE NATIONAL REENTRY NETWORK FOR RETURNING CITIZENS

1140 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 25,000

HIGHER ACHIEVEMENT

1529 16TH STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 50,000

HONEYMOON ISRAEL

650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 7,500

HOPE CONNECTIONS FOR CANCER SUPPORT

122 COMMERCE STREET
MONTGOMERY,AL36104 		NONE PC GENERAL OPERATING SUPPORT 6,000

HOPE FOUNDATION RE-ENTRY NETWORK

1775 EYE ST NW SUITE 1150
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING SUPPORT 25,000

HUNTINGTON THEATRE COMPANY INC

719 CATHARINE ST
PHILADELPHIA,PA19147 		NONE PC GENERAL OPERATING SUPPORT 1,500

IMAGINATION STAGE

5001 DANA PLACE NW
WASHINGTON,DC20016 		NONE PC GENERAL OPERATING SUPPORT 2,500

IMPACT JUSTICE

1901 VINE ST
PHILADELPHIA,PA19101 		NONE PC GENERAL OPERATING SUPPORT 25,000

IONA SENIOR SERVICES

1816 12TH STREET NW
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 25,000

JEWISH FEDERATION OF GREATER WASHINGTON

211 SOUTH SPALDING DR
BEVERLY HILLS,CA90212 		NONE PC GENERAL OPERATING SUPPORT 131,000

JEWISH SOCIAL SERVICE AGENCY

69 BEACON ST
BOSTON,MA02108 		NONE PC GENERAL OPERATING SUPPORT 55,000

JEWS UNITED FOR JUSTICE

69 BEACON ST
BOSTON,MA02108 		NONE PC GENERAL OPERATING SUPPORT 60,000

JOHN BURROUGHS SCHOOL

268 BUSH ST 555
SAN FRANCISCO,CA94104 		NONE PC GENERAL OPERATING SUPPORT 1,000

THE KENNEDY CENTER

8253 BACKLICK ROAD SUITE L
LORTON,VA22079 		NONE PC GENERAL OPERATING SUPPORT 15,000

JUVENILE LAW CENTER

1140 3RD STREET NW SUITE 350
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 1,500

LATIN AMERICAN YOUTH CENTER

1750 H STREET NW SUITE 800
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING SUPPORT 65,000

LIFE PIECES TO MASTERPIECES

1750 H STREET NW SUITE 800
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING SUPPORT 127,000

LILLIAN AND ALBERT SMALL CAPITAL JEWISH MUSEUM INC

317 8TH ST NE
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 5,000

LISC DC

317 8TH ST NE
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 25,000

LITERACY LAB

2406 MOUNT VERNON RD SUITE 130
ATLANTA,GA30338 		NONE PC GENERAL OPERATING SUPPORT 35,000

LYMPHOMA RESEARCH FOUNDATION

10100 LAUREATE WAY
BETHESDA,MD20814 		NONE PC GENERAL OPERATING SUPPORT 3,000

MARTHA'S TABLE

10100 LAUREATE WAY
BETHESDA,MD20814 		NONE PC GENERAL OPERATING SUPPORT 27,000

MARY'S CENTER

2952 2ND ST SE
WASHINGTON,DC20032 		NONE PC GENERAL OPERATING SUPPORT 25,000

MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL WISE CENTER

560 HARRISON AVENUE STE 504
BOSTON,MA02118 		NONE PC GENERAL OPERATING SUPPORT 50,000

MERIDIAN INTERNATIONAL CENTER

4908 AUBURN AVENUE
BETHESDA,MD20814 		NONE PC GENERAL OPERATING SUPPORT 5,000

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

2930 LAKESHORE AVENUE SUITE 300
OAKLAND,CA94610 		NONE PC GENERAL OPERATING SUPPORT 75,000

MIRIAM'S KITCHEN

4125 ALBEMARLE STREET NW
WASHINGTON,DC20016 		NONE PC GENERAL OPERATING SUPPORT 25,000

MONTGOMERY COUNTY FOOD COUNCIL

6101 EXECUTIVE BLVD
NORTH BETHESDA,MD20852 		NONE PC GENERAL OPERATING SUPPORT 2,000

MONTGOMERY HOSPICE

200 WOOD HILL ROAD
ROCKVILLE,MD20850 		NONE PC GENERAL OPERATING SUPPORT 55,000

MULTICULTURAL CAREER INTERN PROGRAM

PO BOX 41485
WASHINGTON,DC20018 		NONE PC GENERAL OPERATING SUPPORT 75,000

NAMI

755 SOUTH PRICE RD
ST LOUIS,MO63124 		NONE PC GENERAL OPERATING SUPPORT 7,500

NATIONAL NETWORK OF ABORTION FUNDS

2700 F ST NW
WASHINGTON,DC20566 		NONE PC GENERAL OPERATING SUPPORT 10,000

NATIONAL PARKS FOUNDATION

1800 JFK BLVD 1900B
PHILADELPHIA,PA19103 		NONE PC GENERAL OPERATING SUPPORT 2,500

NEED IN DEED

1419 COLUMBIA ROAD NW
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 1,000

NEW VENTURE FUND

1419 COLUMBIA ROAD NW
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 40,000

NO DOG LEFT BEHIND

5600 EADS STREET NE 4TH FL
WASHINGTON,DC20019 		NONE PC GENERAL OPERATING SUPPORT 5,000

ONE WORLD EDUCATION

5600 EADS STREET NE 4TH FL
WASHINGTON,DC20019 		NONE PC GENERAL OPERATING SUPPORT 25,000

OPEN GOAL PROJECT

5600 EADS STREET NE 4TH FL
WASHINGTON,DC20019 		NONE PC GENERAL OPERATING SUPPORT 12,000

PAVE

1319 F STREET NW 810
WASHINGTON,DC20004 		NONE PC GENERAL OPERATING SUPPORT 50,000

PEACE FOR DC

1825 K STREET NW SUITE 1100
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING SUPPORT 106,730

PEACE PLAYERS INTERNATIONAL

1400 16TH NW STE 410
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 5,000

PETEY AND FURENDS

WALL STREET PLAZA 88 PINE ST SUITE
2400
NEW YORK,NY10005 		NONE PC GENERAL OPERATING SUPPORT 6,000

THE PHILADELPHIA ORCHESTRA

2375 ELVANS ROAD SE
WASHINGTON,DC20020 		NONE PC GENERAL OPERATING SUPPORT 5,000

PLANNED PARENTHOOD OF GREATER TEXAS

2375 ELVANS ROAD SE
WASHINGTON,DC20020 		NONE PC GENERAL OPERATING SUPPORT 4,000

PLANNED PARENTHOOD OF MASSACHUSETTS

2333 ONTARIO RD NW
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 2,000

PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC

3800 RESERVOIR RD NW
WASHINGTON,DC20007 		NONE PC GENERAL OPERATING SUPPORT 156,000

POSSE FOUNDATION

1630 CRESCENT PL NW
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 30,000

PREECLAMPSIA FOUNDATION

111 WEST 33RD ST 10TH FL
NY,NY10120 		NONE PC GENERAL OPERATING SUPPORT 5,000

PROJECT CREATE

111 WEST 33RD ST 10TH FL
NY,NY10120 		NONE PC GENERAL OPERATING SUPPORT 125,000

PROJECT ON GOVERNMENT OVERSIGHT

2401 VIRGINIA AVE NW
WASHINGTON,DC20037 		NONE PC GENERAL OPERATING SUPPORT 4,000

REACH

4825 CORDELL AVENUE SUITE 204
BETHESDA,MD20814 		NONE PC GENERAL OPERATING SUPPORT 25,000

REDDING SCHOOL OF THE ARTS

PHILANTHROPY DEPARTMENT 700 KING
FARM BOULEVARD SUITE 400
ROCKVILLE,MD20850 		NONE PC GENERAL OPERATING SUPPORT 5,000

ROCK CREEK CONSERVATORY

PHILANTHROPY DEPARTMENT 700 KING
FARM BOULEVARD SUITE 400
ROCKVILLE,MD20850 		NONE PC GENERAL OPERATING SUPPORT 1,500

THE ROTARY CLUB OF REDDING CHARITABLE FOUNDATION

3101 16TH STREET NW
WASHINGTON,DC20010 		NONE PC GENERAL OPERATING SUPPORT 5,500

SANDY HOOK PROMISE FOUNDATION

4301 WILSON BLVD SUITE 300
ARLINGTON,VA22203 		NONE PC GENERAL OPERATING SUPPORT 4,000

SCHOOL JUSTICE PROJECT

9450 SW GEMINI DRIVE PMB16009
BEAVERTON,OR97005 		NONE PC GENERAL OPERATING SUPPORT 50,000

SIDWELL FRIENDS SCHOOL

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING SUPPORT 12,000

SITAR ARTS CENTER

441 EAST HIGH STREET UNIT A
PHILADELPHIA,PA19144 		NONE PC GENERAL OPERATING SUPPORT 133,250

SIXTH & I SYNAGOGUE

1828 L STREET NW 300-A
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 25,000

SMITHSONIAN NATIONAL ZOOLOGICAL PARK

15 ALLEGHENY COUNTY AIRPORT
WEST MIFFLIN,PA15122 		NONE PC GENERAL OPERATING SUPPORT 5,000

SOCIAL CAPITAL ACADEMY

1800 KENYON ST NW
WASHINGTON,DC20010 		NONE PC GENERAL OPERATING SUPPORT 5,000

SOCIAL GOOD FUND

1640 COLUMBIA ROAD NW
WASHINGTON,DC20009 		NONE PC GENERAL OPERATING SUPPORT 25,000

SPEAKEASY STAGE INC

1616 P ST NW STE 120
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 1,500

SPECIAL OLYMPICS NORTHERN CALIFORNIA INC

853 NEW JERSEY AVE SE SUITE 200
WASHINGTON,DC20003 		NONE PC GENERAL OPERATING SUPPORT 6,000

SPUR LOCAL

853 NEW JERSEY AVE SE SUITE 200
WASHINGTON,DC20003 		NONE PC GENERAL OPERATING SUPPORT 5,000

THE 19TH NEWS

1100 15TH STREET 4TH FL
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING SUPPORT 5,000

THE BARKER ADOPTION FOUNDATION

13705 FRANKFORT COURT
ROCKVILLE,MD20853 		NONE PC GENERAL OPERATING SUPPORT 35,000

THE BIG BACKYARD NURSERY SCHOOL

13705 FRANKFORT COURT
ROCKVILLE,MD20853 		NONE PC GENERAL OPERATING SUPPORT 5,000

THE GREATER WASHINGTON COMMUNITY FOUNDATION

1 SOUTH BROAD ST 14TH FL
PHILADELPHIA,PA19107 		NONE PC GENERAL OPERATING SUPPORT 25,000

THE VIVA SCHOOL

7424 GREENVILLE AVE SUITE 5206
DALLAS,TX75231 		NONE PC GENERAL OPERATING SUPPORT 2,000

THE WASHINGTON BALLET

1055 COMMONWEALTH AVE
BOSTON,MA02215 		NONE PC GENERAL OPERATING SUPPORT 46,500

TUFTS MEDICAL CENTER

1225 4TH ST NE
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 2,000

TULANE UNIVERSITY

1225 4TH ST NE
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 2,000

TZEDEK DC

1225 4TH ST NE
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 40,000

UNITED STATES HOLOCAUST MEMORIAL COUNCIL

1225 4TH ST NE
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 10,000

UNIVERSITY OF MD - DEPT OF NEUROLOGY

1319 F STREET NW SUITE 604
WASHINGTON,DC20004 		NONE PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF VIRGINIA

3840 WEST EAU GALLIE BLVD SUITE 104
MELBOURNE,FL32934 		NONE PC GENERAL OPERATING SUPPORT 7,500

THE WIRE

2208 MARTIN LUTHER KING JR AVE SE
WASHINGTON,DC20020 		NONE PC GENERAL OPERATING SUPPORT 10,000

WORLD CENTRAL KITCHEN

2208 MARTIN LUTHER KING JR AVE SE
WASHINGTON,DC20020 		NONE PC GENERAL OPERATING SUPPORT 1,500

YACHAD

1100 G STREET NORTHWEST SUITE 500
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING SUPPORT 25,000
Total .................................right arrow 3a 3,916,090
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 37,089  
4 Dividends and interest from securities ....     14 1,665,815  
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 35,145  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,842,576  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREFUND 		    01 7,097  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 7,587,722 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,587,722
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 57,084 39,958   17,125

TY 2024 InvestmentsCorpStockSchedule
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB #1810 7,926,494 7,926,494
CHARLES SCHWAB #9485 30,797,509 30,797,509
CPG ACTIVIST FUND (CS#2561) 554,646 554,646
CPG BROOKFIELD FUND (CS#2561) 159,997 159,997
CPG CARLYLE PRIVATE FUND (CS#2561) 951,684 951,684
DF DENT 9,273,695 9,273,695
LOOMIS SAYLES INVESTMENT 3,092,857 3,092,857
RAYMOND JAMES 20,279,849 20,279,849
TWEEDY BROWNE GLOBAL VALUE 3,491,486 3,491,486

TY 2024 InvestmentsOtherSchedule2
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ENTERPRISE COMMUNITY FMV 300,000 300,000
FEG PRIVATE OPP FUND FMV 487,155 487,155
GOLDEN TREE DISTRESSED FUND III FMV 157,113 157,113
GOLDEN TREE DISTRESSED CO-INVESTMENT FUND III FMV 146,006 146,006
HILLSON PARTNERS LP FMV 2,343,511 2,343,511
ICAPITAL BLACKSTONE (CS#2561) FMV 434,757 434,757
ICAPITAL SLP VI AND SLA II ACCESS (CS#2561) FMV 502,182 502,182
ISRAEL BONDS FMV 489,439 489,439
NEXTGEN VENTURES FUND II FMV 542,644 542,644
PINKARD FUND II FMV 48,631 48,631
PINKARD FUND III FMV 235,283 235,283
RETHINK IMPACT II FMV 253,642 253,642
SWAN & LEGEND FUND 4 FMV 603,159 603,159
TIFF DIVERSIFIED STRATEGY FUND FMV 2,357,701 2,357,701
TIFF REAL ESTATE PARTNERS FMV 20,785 20,785
VIKING PARTNERS IV FMV 214,281 214,281
VIKING PARTNERS V FMV 32,148 32,148
ICAPITAL BLUE OWL (CS#2561) FMV 1,519,634 1,519,634
MCDF FMV 319,052 319,052
FARRAGUT FMV 214,156 214,156
OTTO LEARNING FMV 50,000 50,000
GOLUB CAPITAL PRIVATE FMV 1,010,692 1,010,692
RETHINK IMPACT III FMV 38 38

TY 2024 OtherDecreasesSchedule
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Description Amount
ADJUSTMENT TO REVALUE ASSETS TO FAIR MARKET VALUE 5,003


TY 2024 OtherExpensesSchedule
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 3,902 0   3,902
GIFTS 101 0   101
DUES & SUBSCRIPTIONS 42,901 0   42,901
OTHER BUSINESS EXPENSES 16,742 0   16,742
ADVERTISING & MARKETING 5,000 0   5,000
OFFICE EXPENSES 46,700 0   46,700
OTHER INVESTMENT EXPENSES 101,337 156,981   0


TY 2024 OtherIncomeSchedule2
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP ROYALTY INCOME 35,145 35,145 35,145
REFUND 7,097   7,097


TY 2024 OtherIncreasesSchedule
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Description Amount
UNREALIZED GAIN/LOSS 5,785,237


TY 2024 OtherLiabilitiesSchedule
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Description Beginning of Year - Book Value End of Year - Book Value
MAI CAPITAL SECONDARIES INFRASTRUCTURE 0 10,066


TY 2024 OtherProfessionalFeesSchedule
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 14,232 0   14,232
PAYROLL FEES 1,952 0   1,952
INVESTMENT MANGEMENT FEES 496,616 496,616   0


TY 2024 TaxesSchedule
Name:
ENGLAND FAMILY FOUNDATION
EIN:
52-1691418
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 22,517 0   22,517
FOREIGN TAXES 1,434 1,434   0
TAXES WITHHELD ON INVESTMENTS 4,640 4,640   0