2024-06-27T10:40:49-07:00 2023-09-30 540948758 RITTER & COMPANY 11781 LEE JACKSON MEMORIAL HWY 370 FAIRFAX VA 22033 990PF 2022-10-01 270411226 THE BARBARA MCDOWELL AND GERALD S HARTMAN FOUNDATION INC BARB 2028428881 3607 WHISPERING LANE FALLS CHURCH VA 22041 GERALD S HARTMAN Director 2024-06-27 true GERALD S HARTMAN 999009999 true MICHAEL RITTER P00448444 7032936390 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X 642690 X 58261 103 103 103 24367 24367 24367 27090 315886 27090 109821 51560 24470 3420 3420 61503 3959 57544 822 822 12544 12544 78289 8201 70088 125000 125000 203289 8201 195088 -93468 43359 24470 -128950 32906 32906 647466 533726 609784 141584 660100 566632 642690 868 868 868 868 X 659232 565764 659232 565764 660100 566632 659232 -93468 565764 565764 1,123.6290 VANGUARD TOTAL BOND MKT INDEX P 2022-12-28 2023-02-22 10660 10667 -7 -7 526.2610 DFA INTERNATIONAL CORE EQUITY I P 2020-03-20 2023-02-22 7500 4640 2860 2860 1,423.0000 VANGUARD TOTAL BOND MKT ETF P 2022-05-05 2023-02-22 102724 124514 -21790 -21790 .1281 VANGUARD TOTAL BOND MKT ETF P 2021-06-07 2023-02-22 9 11 -2 -2 3,503.8970 VANGUARD TOTAL BOND MKT INDEX P 2022-05-05 2023-02-22 33241 39338 -6097 -6097 340.0000 DFA INTERNATIONAL CORE EQUITY I P 2020-03-20 2023-05-19 5000 2997 2003 2003 442.8120 DFA US CORE EQUITY 1 I P 2011-08-02 2023-05-19 14000 4855 9145 9145 44.0000 VANGUARD FTSE DEVELOPED MKTS ETF P 2020-06-24 2023-05-19 2037 1697 340 340 13.0000 VANGUARD REAL ESTATE ETF P 2011-08-20 2023-05-19 1042 777 265 265 267.3800 DFA US CORE EQUITY 1 I P 2022-05-05 2023-07-13 9100 2887 6213 6213 43.6980 DFA US CORE EQUITY 1 I P 2011-09-08 2023-07-28 1500 444 1056 1056 302.0000 VANGUARD INTERMEDIATE TERM BOND ETF P 2023-02-22 2023-09-22 22008 22483 -475 -475 472.7990 DFA EMERGING MARKETS I P 2020-06-24 2023-09-22 12500 12019 481 481 886.4310 DFA FIVE-YEAR GLOBAL FIXED-INCOME I P 2013-09-23 2023-09-22 9000 9794 -794 -794 349.7210 DFA INTERNATIONAL CORE EQUITY 1 I P 2020-03-20 2023-09-22 5000 3083 1917 1917 1,803.0860 DFA US CORE EUITY 1 I P 2022-05-05 2023-09-22 59000 24282 34718 34718 603.4900 DFA WORLD EX US GOVERNMENT FXD INC I P 2020-06-24 2023-09-22 5000 6427 -1427 -1427 20.0000 VANGUARD REAL ESTATE ETF P 2022-05-05 2023-09-22 1565 1181 384 384 1,518.2000 VANGUARD SHORT-TERM FEDERAL ADM P 2020-06-24 2023-09-22 15000 16700 -1700 -1700 27090 -28369 603 603 603 603 0 false false false false false false false true true VA true false false false false true MCDOWELLFOUNDATION.PUBLISHPATH.COM GERALD S HARTMAN 2028428881 3607 WHISPERING LANE FALLS CHURCH VA 22041 false false false false false false false false false false false false false false false false false false false false false false DANA FOSTER 701 THIRTEENTH ST NW WASHINGTON DC 20005 Director 0.00 0 JEFFREY GUTMAN 2000 G STREET NW WASHINGTON DC 20005 Director 0.00 0 ANDREW ROSEN 1515 W CYPRESS CREEK RD 4TH FORT LAUDERDALE FL 33309 Director 0.00 0 GERALD S HARTMAN 3607 WHISPERING LANE FALLS CHURCH VA 22041 President 0.00 0 MARGARET ZWISLER 6400 HILLMEAD ROAD BETHESDA MD 20817 VICE CHAIR 0.00 0 WILLIAM O'REILLY 6626 VAN WINKLE DRIVE FALLS CHURCH VA 22044 Treasurer 0.00 0 JOSHUA HAUSER 46 YELLOW COTE ROAD OYSTER BAY COVE NY 11771 Director 0.00 0 DEBORAH SHEFLER 5675 CHELTON DRIVE OAKLAND CA 94611 Director 0.00 0 LAURA SHORES 601 MASSACHUSETTS AVE NW WASHINGTON DC 20001 Director 0.00 0 NONE NONE 758818 9519 0 768337 0 768337 11525 756812 37841 37841 603 603 37238 37238 37238 195088 195088 37238 90982 167765 175306 184250 262433 880736 195088 0 37238 157850 1038586 0 90982 947604 167765 175306 184250 262433 157850 GERALD S HARTMAN GERALD S HARTMAN 3607 WHISPERING LANE FALLS CHURCH VA 22041 2028428881 APPLICANTS TO THE FOUNDATION SHOULD SUBMIT A LETTER (NO MORE THAN 2 - 3 PAGES) REQUESTING SUPPORT, CONTAINING THE FOLLOWING INFORMATION:1. BRIEF ORGANIZATIONAL HISTORY, INCLUDING MISSION AND GOALS.2. CURRENT PROJECTS AND A BRIEF DESCRIPTION OF RECENT ACCOMPLISHMENTS.3. FEDERAL TAX - EXEMPT NUMBER.4. LIST OF KEY STAFF LEADERS AND THEIR POSITIONS.5. CURRENT ORGANIZATIONAL BUDGET FOR THE ORGANIZATION'S MOST RECENT FISCAL YEAR.6. BRIEF DESCRIPTION OF THE ORGANIZATION'S OVERHEAD FOR ITS LAST FISCAL YEAR.7. A DESCRIPTION OF THE LITIGATION FOR WHICH YOU ARE SEEKING SUPPORT, INCLUDING THE CASE NAME (IF ONGOING), THE OPPOSING PARTY (IES), THE EXPECTED DURATION OF THE LITIGATION, AND ITS GOALS.8. THE NAMES OF THE ATTORNEYS WHO WOULD BE WORKING ON THE LITIGATION AND THEIR RELEVANT EXPERIENCE.9. ACKNOWLEDGEMENT THAT YOU AGREE THAT THE FOUNDATION CAN PLACE A DESCRIPTION OF YOUR PROJECT ON THE FOUNDATION'S WEBSITE.10. AGREE TO SUBMIT SEMI-ANNUAL REPORTS DETAILING THE PROGRESS OF THE CASE FOR WHICH T NONE THE FOUNDATION WILL GRANT FUNDS TO TAX-EXEMPT ORGANIZATIONS THAT PROMOTE ITS MISSION THROUGH LITIGATION WITH SYSTEMIC IMPACT IN THE AREAS OF CIVIL RIGHTS, LOW INCOME HOUSING, POLITICAL ASYLUM, DOMESTIC VIOLENCE, HUMAN TRAFFICKING, REFUGEE RIGHTS, IMMIGRATION, RIGHTS OF CHILDREN, VOTING RIGHTS, DISABILITY RIGHTS, EDUCATIONAL RIGHTS, CONSTITUTIONAL RIGHTS, AND DISPARITIES IN COMMUNITY SERVICES AND OPPORTUNITIES FOR ECONOMIC DEVELOPMENT. SUCH SYSTEMIC IMPACT LITIGATION SHOULD BE AIMED AT IMPROVING THE ECONOMIC WELL-BEING, SOCIAL CONDITIONS, AND CIVIL LIBERTIES OF DISADVANTAGED PERSONS AND GROUPS THROUGHOUT THE UNITED STATES. TEXAS FAIR DEFENSE PROJECT 510 S CONGRESS AVE STE 208 AUSTIN TX 78704 NONE PC IMPROVE THE FAIRNESS OF TEXAS'S CRIMINAL COURTS AND ENSURE THAT ALL TEXANS HAVE ACCESS TO JUSTICE. 25000 UPPER SEVEN LAW PO BOX 31 HELENA MT 59624 NONE PC Upper Seven Law is a 501(c)(3) Montana-based nonprofit law firm dedicated to holding the powerful accountable. Based on the belief that creativity and innovation in law are essential to advancing social justice and public interest objectives, this firm takes smart risks and invests the time necessary to build foundations for long-term accountability work. 25000 A BETTER CHILDHOOD 355 LEXINGTON AVE FLOOR 16 NEW YORK NY 10017 NONE PC A Better Childhood is a national 501(c)(3) nonprofit advocacy organization that uses the courts to reform dysfunctional child welfare systems around the country. 25000 LONE STAR JUSTICE ALLIANCE 3809 SOUTH 1ST STREET AUSTIN TX 78704 NONE PC To boldly address systemic failures in the justice system through advocacy and innovative evidence-based programs that improve life outcomes for youth and emerging adults. 25000 RIGHTS BEHIND BARS 416 FLORIDA AVENUE NW 26152 WASHINGTON DC 20001 NONE PC Appellate AdvocacyRights Behind Bars tracks conditions litigation and offers representation or other aid to uncounseled clients or small firm lawyers on appeal. Once on appeal, we often partner with pro bono appellate specialists or civil rights groups. Through our intervention, we make the strongest possible case to win on behalf of our immediate clients. Our interventions also establish strong case law that sends the message to prisons and jails that they are not above the law and will ultimately be held accountable for failing to treat incarcerated individuals with the dignity the law requires.Affirmative LitigationApproach trial litigation through a movement lawyering framework. This means that litigation is just one tool, among many, that are used to achieve the goals of the clients and movements served. Innovative trial litigation with public advocacy, education, media and organizing strategies are paired to ensure that our work has a broader and more sustainable scope than what 25000 125000 14 103 14 24367 27090 51560 51560 false false false false false false false false false false X X 1 GERALD S HARTMAN 3607 WHISPERING LANE FALLS CHURCH VA 22041 30000 X 2 ELIZABETH MCCALLUM 1050 CONNECTICUT AVE NW WASHINGTON DC 20036 5000 X 3 LAURA SHORES 601 MASSACHUSETTS AVE NW WASHINGTON DC 20001 5000 X TAX PREPARATION FEE 3420 3420 0 0 DFA FIVE YEAR GLOBAL FIXED INCOME PORTFO AT COST 39385 36151 DFA INTERNATIONAL CORE EQUITY PORTFOLIO AT COST 28994 32200 DFA US CORE EQUITY PORTFOLIO AT COST 180947 265975 VANGUARD REIT AT COST 9585 10878 VANGUARD FTSE DEVELOPED MKTS AT COST 25700 27674 VANGUARD TOTAL BOND MKT (BND) AT COST DFA WORLD EX US GOVT FIX INC AT COST 14506 11354 VANGUARD SHORT-TERM FED FUND AT COST 78489 72417 DFA EMERGING MKTS PORT AT COST 31772 32353 VANGUARD TOTAL BOND MKT (VBTLX) AT COST VANGUARD INTERMEDIATE TERM BOND ETF AT COST 124348 120782 INSURANCE 414 414 MARKETING 4282 4282 OFFICE AND COMPUTER SUPPLIES 823 823 OTHER 100 100 PRINTING 675 675 SERVICE FEES 75 75 SPECIAL EVENT EXPENSES 591 591 STATE REGISTRATIONS 5584 5584 DUE TO DIRECTOR 868 868 INVESTMENT ADVISOR FEES 3959 3959 0 0 OUTSIDE CONSULTANT/ADMINISTRATOR 57544 0 0 57544 822 822