HERMAN & WALTER SAMUELSON FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN & WALTER SAMUELSON FOUNDATION INC (EIN 45-2402050)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-12
- IRS object ID
- 202430439349100508
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T10:34:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520818026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452402050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMAN & WALTER SAMUELSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 4104940100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS F FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4104940100 | PhoneNum |
| Signature | 2024-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS F | PersonFirstNm |
| Person Last | FRIEDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS F FRIEDMAN | PreparerPersonNm |
| PTIN | P00282449 | PTIN |
| Phone | 4104940100 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,245,489 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31,778 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,778 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $476,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $476,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,497,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,109,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,497,696 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,006,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,006,251 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $22,748 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,748 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $40,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $234,578 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,578 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,905 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $341,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,901,509 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,901,509 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,242,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,981,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $763,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,785,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $741,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $619,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $619,033 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,139,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,026,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,626,456 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $20,881,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,645,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,245,489 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,881,585 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,645,076 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,881,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,645,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,881,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,645,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,881,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $763,491 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,645,076 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,645,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,497,696 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,712 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,712 | SubtotalAmt |
| Tax Based On Investment Income | $38,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,113 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $57,113 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $18,401 | OverpaymentAmt |
| Applied To ES Tax | $18,401 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LOUIS F FRIEDMAN | IndividualWithBooksNm |
| Phone | 4104940100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOUIS F FRIEDMAN | ||||||||
| 409 WASHINGTON AVENUE SUITE 900 | TOWSON | MD | 21204 | PRESIDENT | 3.50 | $0 | $0 | $0 |
| PHYLLIS C FRIEDMAN | ||||||||
| 409 WASHINGTON AVENUE SUITE 900 | TOWSON | MD | 21204 | VP/SECRETARY | 3.00 | $0 | $0 | $0 |
| FREDDIE J TRAUB | ||||||||
| 409 WASHINGTON AVENUE SUITE 900 | TOWSON | MD | 21204 | TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FRIEDMAN & FRIEDMAN LLP | |||||
| 409 WASHINGTON AVENUE SUITE 900 | TOWSON | MD | 21204 | ACCTG & MGMT | $142,748 |
| T ROWE PRICE ASSOCIATES INC | |||||
| 100 E PRATT STREET | BALTIMORE | MD | 21202 | INVESTMENT MGMT | $133,385 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,048,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $829,096 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,877,301 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $40,877,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $613,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,264,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,013,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,013,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,712 | TotalTaxAmt |
| Distributable Before Adj | $1,974,495 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,974,495 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,974,495 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,981,509 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,981,509 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,974,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,899,423 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,981,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,899,423 | AppliedToYear1Amt |
| Applied To Current Year | $82,086 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,892,409 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | GECKLE DIABETES CENTER | $50,000 |
| HAR SINAI-OHEB SHALOM CONGREGATION | ||||||
| 7310 PARK HEIGHTS AVENUE | BALTMORE | MD | 21208 | PC | HOMELESS CHILDREN BACKPACK PROGRAM | $5,000 |
| JEWELS SCHOOL | ||||||
| 31 WALKER AVENUE | BALTIMORE | MD | 21208 | PC | PRE-SCHOOL | $10,000 |
| TORAH INSTITUTE OF BALTIMORE | ||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | PC | GYM FLOOR RESURFACING | $20,000 |
| BAIS YAAKOV SCHOOL FOR GIRLS | ||||||
| 6302 SMITH AVENUE | BALTIMORE | MD | 21209 | PC | MIDDLE SCHOOL BUILDING | $20,000 |
| UNIV OF MD BALTIMORE FOUNDATION | ||||||
| 31 S GREENE STR STE 312 | BALTIMORE | MD | 21201 | PC | AWARD DINNER | $5,000 |
| WEEKEND BACKPACKS FOR HOMELESS KIDS | ||||||
| PO BOX 21486 | BALTIMORE | MD | 21282 | PC | HOMELESS CHILDREN BACKPACK PROGRAM | $10,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | BREAST CENTER IMAGING DEVICE | $75,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | RUBIN INSTITUTE OSTEOARTHRITIS STUDY | $55,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | DEPARTMENT OF EMERGENCY MEDICINE | $200,000 |
| B'NAI ISRAEL CONGREGATION | ||||||
| 27 LLOYD STREET | BALTIMORE | MD | 21202 | PC | OPERATIONS | $20,000 |
| B'NAI ISRAEL CONGREGATION | ||||||
| 27 LLOYD STREET | BALTIMORE | MD | 21202 | PC | CEMETERY MAINTENANCE | $10,000 |
| STEVENSON UNIVERSITY | ||||||
| 1525 GREENSPRING VLY ROAD | STEVENSON | MD | 21153 | PC | NURSING SCHOLARSHIPS | $40,000 |
| KENNEDY KRIEGER INSTITUTE | ||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | PC | OSTEOGENESIS IMPERFECTA RESEARCH | $100,000 |
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | PROMISE PROJECT | $100,000 |
| CHAI | ||||||
| 5809 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | PIKESVILLE SCHOOL FUNDING POOL | $25,000 |
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | SANDRA R. BERMAN PAVILION | $50,000 |
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | SANDRA R. BERMAN INFUSION CENTER | $250,000 |
| STEVENSON UNIVERSITY | ||||||
| 1525 GREENSPRING VLY ROAD | STEVENSON | MD | 21153 | PC | PERFORMING ARTS CENTER | $200,000 |
| HORIZON DAY CAMP | ||||||
| 8 MARKET PLACE STE 331 | BALTIMORE | MD | 21202 | PC | OPERATIONS | $5,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758540 | TOPEKA | KS | 66675 | PC | INJURED VETERANS SUPPORT | $5,000 |
| HARFORD FAMILY HOUSE | ||||||
| 53 E BEL AIR AVE STE 3 | ABERDEEN | MD | 21001 | PC | ASSISTANCE TO HOMELESS FAMILIES | $10,000 |
| AHAVAS YISRAEL CHARITY FUND | ||||||
| 115 SUDBROOK LANE STE E | BALTIMORE | MD | 21208 | PC | HOLIDAYS CHARITY FUND | $10,000 |
| HATZALAH OF BALTIMORE | ||||||
| 2930 TANEY ROAD | BALTIMORE | MD | 21209 | PC | OPERATIONS | $20,000 |
| ULMAN FOUNDATION | ||||||
| 2118 E MADISON STREET | BALTIMORE | MD | 21205 | PC | PATIENT NAVIGATION POSITION | $50,000 |
| EXTREME FAMILY OUTREACH | ||||||
| 801C PHILADELPHIA ROAD | JOPPA | MD | 21086 | PC | OPERATIONS | $5,000 |
| JEWISH CEMETERY ASSOC OF BALTIMORE | ||||||
| 1325 BEDFORD AVE 32373 | PIKESVILLE | MD | 21282 | PC | REPAIRS FOR CEMETERIES | $20,000 |
| THE ASSOCIATED JEWISH COMM FED | ||||||
| 101 W MT ROYAL AVENUE | BALTIMORE | MD | 21201 | PC | HUMANITARIAN SERVICES FOR ISRAEL WAR | $100,000 |
| TALMUDICAL ACADEMY OF BALTIMORE | ||||||
| 4445 OLD COURT ROAD | PIKESVILLE | MD | 21208 | PC | RECREATIONAL CAMPUS | $100,000 |
| UM ST JOSEPH MEDICAL CENTER | ||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PC | CARDIAC DIAGNOSTIC SUITE | $200,000 |
| THE JEMICY SCHOOL | ||||||
| 11 CELADON ROAD | OWINGS MILLS | MD | 21117 | PC | CAPITAL CAMPAIGN | $20,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | DEPARTMENT OF PHYSICAL MEDICINE | $86,509 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | GW REGIONAL MEDICAL CENTER | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,901,509 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | GECKLE DIABETES CENTER | $50,000 |
| JEWELS SCHOOL | ||||||
| 31 WALKER AVENUE | BALTIMORE | MD | 21208 | PC | PRE-SCHOOL | $20,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | BREAST CENTER IMAGING DEVICE | $75,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | RUBIN INSTITUTE OSTEOARTHRITIS STUDY | $55,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | DEPARTMENT OF EMERGENCY MEDICINE | $600,000 |
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | SANDRA R. BERMAN PAVILION | $50,000 |
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | SANDRA R. BERMAN INFUSION CENTER | $1,750,000 |
| STEVENSON UNIVERSITY | ||||||
| 1525 GREENSPRING VLY ROAD | STEVENSON | MD | 21153 | PC | PERFORMING ARTS CENTER | $800,000 |
| ULMAN FOUNDATION | ||||||
| 2118 E MADISON STREET | BALTIMORE | MD | 21205 | PC | PATIENT NAVIGATION POSITION | $50,000 |
| TALMUDICAL ACADEMY OF BALTIMORE | ||||||
| 4445 OLD COURT ROAD | PIKESVILLE | MD | 21208 | PC | RECREATIONAL CAMPUS | $500,000 |
| UM ST JOSEPH MEDICAL CENTER | ||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PC | CARDIAC DIAGNOSTIC SUITE | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,950,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,778 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $476,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,497,696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,006,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,006,251 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEDMAN & FRIEDMAN, LLP | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $40,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SUPPLEMENTAL STMT 6 | StockNm |
| EOY Book Value | $21,026,043 | EOYBookValueAmt |
| EOYFMV | $43,626,456 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEDMAN & FRIEDMAN, LLP | CategoryTxt |
| Legal Fees | $22,748 | LegalFeesAmt |
| Net Investment Income | $22,748 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OVERNIGHT MAILING FEES | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FRIEDMAN & FRIEDMAN - GRANT MGMT | $80,000 | $80,000 | |
| T. ROWE PRICE - INVESTMENT MGMT | $133,385 | $133,385 | |
| GILMAN HILL - INVESTMENT MGMT | $21,193 | $21,193 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FORM 990-PF ESTIMATED TAXES | $40,000 | |
| FOREIGN TAXES | $3,905 | $3,905 |
Comments