ELLEN W P WASSERMAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ELLEN W P WASSERMAN FOUNDATION (EIN 52-2038129)
Tax period
2023-04-01 to 2024-03-31
Filed
2024-08-14
IRS object ID
202422279349100212
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-14T14:15:45-05:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520982413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROSS MENDELSOHN & ASSOCIATES PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PORTER STREET SUITE 500AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522038129EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ELLEN WP WASSERMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWASSBusinessNameControlTxt
Phone4106855512PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13416 GARRISON FARMS ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN WP WASSERMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4106855512PhoneNum
Signature2024-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID LEIPNIKPreparerPersonNm
PTINP01081439PTIN
Phone4106855512PhoneNum
Preparation2024-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$50,340,006FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$750,152ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$594,807DividendsRevAndExpnssAmt
Dividends Net Invst Incm$594,807DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,081,544NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,161,892GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,081,544CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,426,503TotalRevAndExpnssAmt
Total Net Invst Incm$1,676,351TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$22,450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$271,889OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$271,889OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,140TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,613OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,613OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$310,092TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$301,952TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,071,863ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,071,863ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,381,955TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$301,952TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,071,863TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$44,548ExcessRevenueOverExpensesAmt
Net Investment Income$1,374,399NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,118CashBOYAmt
Cash EOY$49,470CashEOYAmt
Cash EOYFMV$49,470CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,006,577SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,610,704SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,610,704SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$20,101,322CorporateStockBOYAmt
Corporate Stock EOY$21,727,511CorporateStockEOYAmt
Corporate Stock EOYFMV$48,679,832CorporateStockEOYFMVAmt
Total Assets BOY$22,138,017TotalAssetsBOYAmt
Total Assets EOY$23,387,685TotalAssetsEOYAmt
Total Assets EOYFMV$50,340,006TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$22,138,017RetainedEarningBOYAmt
Retained Earning EOY$23,387,685RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,138,017TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,387,685TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,138,017TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,387,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,138,017TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$44,548ExcessRevenueOverExpensesAmt
Other Increases$1,762,103OtherIncreasesAmt
Subtotal$23,944,668SubtotalAmt
Other Decreases$556,983OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,387,685TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
HAWTHORN - DENTP2023-01-012024-03-31$269,634$511,052-$241,418-$241,418
HAWTHORN - ICMP2023-01-012024-03-31$1,574,172$542,415$1,031,757$1,031,757
HAWTHORN - POLEN MANAGEMENTP2023-01-012024-03-31$245,060$253,360-$8,300-$8,300
UBS - 33890P2023-01-012024-03-31$377,912$208,197$169,715$169,715
UBS - 33891P2023-01-012024-03-31$176,596$162,192$14,404$14,404
UBS - 33892P2023-01-012024-03-31$2,508,105$2,403,132$104,973$104,973
CAPITAL GAINS DIVIDENDSP$10,413$10,413$10,413
FieldValueIRS element (for citing)
Capital Gain Net Income$1,081,544CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,104InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,104SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,104TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,640EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,640TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$116EsPenaltyAmt
Tax Due$3,580TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID LEIPNIKIndividualWithBooksNm
Phone4106855512PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11801 PORTER STREET SUITE 500AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELLEN WP WASSERMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13416 GARRISON FARMS ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$43,002,201AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,938,881AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,941,082TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,941,082AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$674,116CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,266,966NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,213,348MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,213,348MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,104TaxBasedOnInvestmentIncomeAmt
Total Tax$19,104TotalTaxAmt
Distributable Before Adj$2,194,244DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,194,244DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,194,244DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,071,863ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,071,863QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,194,244DistributableAsAdjustedAmt
Undistributed Income PY$374,637UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,071,863QualifyingDistributionsAmt
Applied To Year1$374,637AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,697,226AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$497,018UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELLEN WP WASSERMANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID LEIPNIKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11801 PORTER STREET SUITE 500AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21230ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4106855512RecipientPhoneNum
Form And Info And MaterialsA WRITTEN PROPOSAL SHOULD BE SUBMITTED DESCRIBING THE ACTIVITIES TO BE FUNDED WITH ANY SUPPORTING DETAILS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAIS YAAKOV OF BALTIMORE
6300 SMITH AVENUEBALTIMOREMD21209N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$5,126
BALTIMORE COMMUNITY FOUNDATION
11 E MT ROYAL AVENUEBALTIMOREMD21202N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$10,047
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVEBALTIMOREMD21218N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$10,047
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREETBALTIMOREMD21201N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$74,765
DYSLEXIA TUTORING PROGRAM
711 W 40TH STREET UNIT 310BALTIMOREMD21211N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$40,190
HEROES HELPING HEROES
4990 MERCANTILE ROAD 43574BALTIMOREMD21236N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$5,126
KENNEDY KRIEGER INSTITUTE
707 NORTH BROADWAYBALTIMOREMD21205N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$5,126
PATIENT AIRLIFT SERVICES
7110 REPUBLIC AIRPORT 2ND FLOORFARMINGDALENY11735N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$357,436
SMITH COLLEGE FUND
10 ELM STREETNORTHAMPTIONMA01063N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$5,126
TEMPLE OHEB SHALOM
7310 PARK HEIGHTS AVENUEBALTIMOREMD21208N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$15,174
THE ARC OF BALTIMORE
7215 YORK ROADBALTIMOREMD21212N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$10,047
THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE
101 W MT ROAYAL AVEBALTIMOREMD21201N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$672,910
THE PUBLIC THEATRE
31 MAPLE STREETLEWISTONME04240N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$15,174
THE UNIVERSITY AT ALBANY FOUNDATION
1400 WASHINGTON AVENUEALBANYNY12222N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$338,492
TREE STREET YOUTH CENTER
144 HOWE STREETLEWISTONME04240N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$10,047
CENTER FOR HOPE
5400 PREAKNESS WAYBALTIMOREMD21215N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$164,040
MAINE MUSEUM OF INNOVCATION LEARNING & LABOR
35 CANAL STREETLEWISTONME04240N/A501(C)(3)GENERAL PURPOSE OF RECIPIENT$332,990
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,071,863TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$594,807ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,081,544ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,676,351ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,676,351TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLEN WP WASSERMANBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13416 GARRISON FARMS RDAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
FieldValueIRS element (for citing)
Total Contributions$750,152TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3192 SHS VERISK ANALYTICS INCNoncashPropertyDesc
Fair Market Value$750,152FairMarketValueAmt
Received2023-12-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$22,450Amt
Net Investment Income$22,450NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$21,727,511EOYBookValueAmt
EOYFMV$48,679,832EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS/FMV DIFFERENCE ON SECURITIES RECEIVEDDesc
Amt$556,983Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES & OTHER FEES$8,053$8,053$0
BANK CHARGES$58$58$0
MISCELLANEOUS-$498-$498$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS/FMV DIFFERENCE ON SECURITIES CONTRIBUTEDDesc
Amt$1,762,103Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$271,889Amt
Net Investment Income$271,889NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonELLEN WP WASSERMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13416 GARRISON FARMS RDAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$8,140Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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