Civic Intelligence

The Morningstar Philanthropic Foundation

990PF • Fiscal year 2016 • EIN 52-1270464

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
4550 Montgomery Avenue No 650NBethesda, MD 20814

(240) 752-1700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $100M-$250M nonprofits • Source year 2016

Net Margin

7th percentile

-40%

Higher net margin than 7% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

9th percentile

$34,238

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2016 filings • $100M-$250M nonprofits • Source year 2016

Asset Growth

37th percentile

0.4%

Faster asset growth than 37% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-0.5%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$248,398,193

Up $921,349 (+0.4%) from 2015

Net Assets

$248,398,193

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin7th percentile

Revenue

Down

$11,311,200

Down $52,474 (-0.5%) from 2015

Expenses

Up

$15,781,693

Up $2,686,119 (+21%) from 2015

Net Income

Down

-$4,470,493

Down $2,738,593 (-158%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2011: $122,458,750Liabilities 2011: $0Net Assets 2011: $122,458,7502011Assets 2012: $212,892,738Liabilities 2012: $12012Assets 2013: $217,666,314Liabilities 2013: $1,7592013Assets 2014: $247,605,177Liabilities 2014: $1,7592014Assets 2015: $247,476,844Liabilities 2015: $02015Assets 2016: $248,398,193Liabilities 2016: $0Net Assets 2016: $248,398,1932016Assets 2017: $339,704,464Liabilities 2017: $0Net Assets 2017: $339,704,4642017Assets 2019: $398,751,611Liabilities 2019: $0Net Assets 2019: $398,751,6112019Assets 2020: $454,118,517Liabilities 2020: $0Net Assets 2020: $454,118,5172020Assets 2021: $552,631,179Liabilities 2021: $384,728Net Assets 2021: $552,246,4512021Assets 2022: $422,763,428Liabilities 2022: $4,822Net Assets 2022: $422,758,6062022Assets 2023: $482,179,775Liabilities 2023: $0Net Assets 2023: $482,179,7752023Assets 2024: $546,085,405Liabilities 2024: $16,281Net Assets 2024: $546,069,1242024

Highlighted filing

2016

Assets$248,398,193
Liabilities$0
Net Assets$248,398,193
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2011: $6,392,7622011Revenue 2012: $147,187,097Expenses 2012: $9,208,026Net Income 2012: $137,979,0712012Revenue 2013: $9,965,911Expenses 2013: $6,937,500Net Income 2013: $3,028,4112013Revenue 2014: $22,394,063Expenses 2014: $5,201,446Net Income 2014: $17,192,6172014Revenue 2015: $11,363,674Expenses 2015: $13,095,574Net Income 2015: -$1,731,9002015Revenue 2016: $11,311,200Expenses 2016: $15,781,693Net Income 2016: -$4,470,4932016Revenue 2017: $16,533,591Expenses 2017: $14,476,618Net Income 2017: $2,056,9732017Revenue 2019: $9,542,218Expenses 2019: $6,407,257Net Income 2019: $3,134,9612019Revenue 2020: $14,813,083Expenses 2020: $20,379,246Net Income 2020: -$5,566,1632020Revenue 2021: $17,887,743Expenses 2021: $30,625,604Net Income 2021: -$12,737,8612021Revenue 2022: $39,711,625Expenses 2022: $26,647,958Net Income 2022: $13,063,6672022Revenue 2023: $22,397,143Expenses 2023: $30,844,229Net Income 2023: -$8,447,0862023Revenue 2024: $62,594,734Expenses 2024: $32,562,624Net Income 2024: $30,032,1102024

Highlighted filing

2016

Revenue$11,311,200
Expenses$15,781,693
Net Income-$4,470,493
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL C GELMANVice PresidentPT$0$34,238$34,238
SUSAN R GELMANPresidentPT$0--
GEORGE P LEVENDISSecretary/TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Morningstar Foundation
EIN
52-1270464
Phone
2407521700
Address
4550 MONTGOMERY AVENUE NO 650N, BETHESDA, MD 20814

Signing Officer

Name
Michael Gelman
Title
Vice President
Phone
2407521700
Signed
2017-11-15

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 650N, BETHESDA, MD 20814-2930
Phone
3019519090
Raw XML AppendixShowing 400 of 3,236 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ABERDEEN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AEA INVESTORS FUND V LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BLACKSTONE TACTICAL OPPORTUNITIES FUND II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CP VI CENTENNIAL HOLDINGS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CP VI VOGUE HOLDINGS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GLILOT CAPITAL PARTNERS I (CAYMAN) LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8IRIDIAN PRIVATE BUSINESS VALUE EQUITY LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9JEWISH COMMUNITY ENDOWMENT POOL LLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10KHOSLA VENTURES III LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LEERINK REVELATION HEALTHCARE FUND I, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12NEW ENTERPRISE ASSOCIATES 14, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13LEGACY VENTURE V (QP) LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14NEW ENTERPRISE ASSOCIATES 15, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15NEWBURY EQUITY PARTNERS II (CAYMAN), LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ROCKEFELLER GLOBAL FINANCIAL SERVICE RECOVERY FUND, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SOVEREIGN NEW MILLENNIUM FUND II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18STATE STREET BANK AND TRUST CO SSGA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CIP VI INSTITUTIONAL FEEDER, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20BLACKSTONE TACTICAL OPPORTUNITIES FUND II - Q LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21LIGHTSPEED TRUSTEE VI, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09065244
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4470493
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05391842
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0248398193
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0247476844
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0248398193
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013979360
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013979360
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013979360
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014113341
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0133981
IRS990PF/DistributableAmountGrp/TotalTaxAmt0133981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt075000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0346087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0133981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0212106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0137106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0133981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0133981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0346087
IRS990PF/FMVAssetsEOYAmt0298338620
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt012034545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015868635
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015913732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0124233750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0153072642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0175662579
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0294102
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0294102
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0294102
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0294102
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0138
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0138
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0138
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0104724133
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt076561672
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0103920883
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0247476844
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0248398193
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0240061
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt048845
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt048845
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0247476844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0248398193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0298338620
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0247476844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0248398193
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0247476844
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0248398193
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05950115
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02552159
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02498341
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0286565302
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0321594
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0286243708
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04298480
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014113341
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0282266822
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0286565302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt170667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt021312
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt16471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ADINA BARKINSKIY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1LISA GERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR OF PROGRAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt04550 MONTGOMERY AVENUE 650N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt14550 MONTGOMERY AVENUE 650N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd020814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd120814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FIDUCIARY TRUST COMPANY INTERNATIONAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0578709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADMINISTRATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0600 FIFTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt134238
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN R GELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL C GELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GEORGE P LEVENDIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04550 MONTGOMERY AVENUE 650N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14550 MONTGOMERY AVENUE 650N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24550 MONTGOMERY AVENUE 650N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt08210860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08344841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010455420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02824148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03986774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08144217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05601162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.029089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.035720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.009524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.015836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0133981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0282266822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0292706121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0296529449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0251746969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0217043248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0119576447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt013034161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.145445
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012900180
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013034161
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0133981
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013034161
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04550 MONTGOMERY AVENUE NO 650N
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BETHESDA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020814
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TAXPAYER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02407521700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,398,193
Liabilities
$0
Net assets
$248,398,193
Revenue
$11,311,200
Expenses
$15,781,693
Net income
-$4,470,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$546$0.02$546$62.6$32.6$30.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$482$0.00$482$22.4$30.8$8.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$423$0.00$423$39.7$26.6$13.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$553$0.38$552$17.9$30.6$12.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$454$0.00$454$14.8$20.4$5.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$399$0.00$399$9.54$6.41$3.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$340$0.00$340$16.5$14.5$2.06
2016Detailed filing. Detailed filing data is available for this year.$248$0.00$248$11.3$15.8$4.47
2015Summary only. Only limited summary data is available for this year.$247$0.00$11.4$13.1$1.73
2014Summary only. Only limited summary data is available for this year.$248$0.00$22.4$5.20$17.2
2013Summary only. Only limited summary data is available for this year.$218$0.00$9.97$6.94$3.03
2012Summary only. Only limited summary data is available for this year.$213$0.00$147$9.21$138
2011Detailed filing. Detailed filing data is available for this year.$122$0.00$122$6.39