KAHLERT FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
KAHLERT FOUNDATION INC (EIN 52-1798711)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-04
IRS object ID
202413099349100861
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)
Return2024-11-04T14:38:47-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822567793PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERTA F WILSON CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1722 DULANEY VALLEY ROAD SUITE 319AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521798711EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KAHLERT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAHLBusinessNameControlTxt
Phone4437456571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1701 1363 PROGRESS WAYAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21784ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG W KAHLERTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4437456571PhoneNum
Signature2024-11-04SignatureDt
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 PersonROBERTA WILSON CPAPreparerPersonNm
PTINP00280193PTIN
Phone4102188418PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$505,915,402FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$430,869InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$430,869InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,172,781DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,172,781DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,258,646NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$51,051,152GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,258,646CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,626OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,626OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$20,864,922TotalRevAndExpnssAmt
Total Net Invst Incm$20,864,922TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$569,095CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$569,095CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$111,763OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$111,763OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$97,104PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$97,104PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,530LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,530LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$23,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$223,088OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$216,363OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,725OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$257,059TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,025TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,526DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$75,493TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$75,493TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$42,899OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,387OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$41,512OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,405,057TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$247,805TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$901,692TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,741,943ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,741,943ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,147,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$247,805TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,643,635TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,282,078ExcessRevenueOverExpensesAmt
Net Investment Income$20,617,117NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,827,285CashBOYAmt
Cash EOY$8,158,206CashEOYAmt
Cash EOYFMV$8,158,206CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,515,997SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,415,447SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,415,447SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$263,336PrepaidExpensesBOYAmt
Prepaid Expenses EOY$309,302PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$309,302PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$8,087,858USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,955,233USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,834,287USGovtObligationsEOYFMVAmt
Corporate Stock BOY$69,893,211CorporateStockBOYAmt
Corporate Stock EOY$70,807,781CorporateStockEOYAmt
Corporate Stock EOYFMV$487,440,041CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,144,497CorporateBondsBOYAmt
Corporate Bonds EOY$1,813,490CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,751,736CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$8,576LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,193LandBldgEquipAccumDeprecAmt
Land BOY$6,009LandBOYAmt
Land EOY$6,383LandEOYAmt
Land EOYFMV$6,383LandEOYFMVAmt
Total Assets BOY$91,738,193TotalAssetsBOYAmt
Total Assets EOY$89,465,842TotalAssetsEOYAmt
Total Assets EOYFMV$505,915,402TotalAssetsEOYFMVAmt
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$91,738,193RetainedEarningBOYAmt
Retained Earning EOY$89,465,842RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$91,738,193TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$89,465,842TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$91,738,193TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$89,465,842TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$91,738,193TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,282,078ExcessRevenueOverExpensesAmt
Other Increases$9,727OtherIncreasesAmt
Subtotal$89,465,842SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$89,465,842TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2024-06-30$17,793,794$17,745,102$48,692$48,692
PUBLICLY TRADED SECURITIESP2024-06-30$1,700,627$1,549,573$151,054$151,054
PUBLICLY TRADED SECURITIESP2024-06-30$7,105,612$6,215,357$890,255$890,255
PUBLICLY TRADED SECURITIESP2024-06-30$4,084,035$4,113,556-$29,521-$29,521
EVAPCO INCD2023-11-13$20,000,628$2,168,918$17,831,710$17,831,710
CAPITAL GAINS DIVIDENDSP$366,456$366,456$366,456
FieldValueIRS element (for citing)
Capital Gain Net Income$19,258,646CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$286,578InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$286,578SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$286,578TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$309,302EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$309,302TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$22,724OverpaymentAmt
Applied To ES Tax$22,724AppliedToESTaxAmt
Refund$0RefundAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.THEKAHLERTFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4437456571PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1701 1363 PROGRESS WAYAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21784ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREG W KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784PRESIDENT30.00$125,000$24,875$0
ROBERTA S KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784DIRECTOR1.00$0$0$0
HEATHER K KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784EXECUTIVE VICE PRESIDENT30.00$221,178$16,260$0
HAROLD W WALSH
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784EXECUTIVE VICE PRESIDENT1.00$0$0$0
RONALD F TUTRONE MD
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784DIRECTOR1.00$0$0$0
JAMES D STONE
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784SECRETARY1.00$0$0$0
SCOTT W KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784DIRECTOR1.00$0$0$0
ELLEN F MYERS
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784EXECUTIVE DIRECTOR30.00$222,917$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonCHELSEY S CURTISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1701 1363 PROGRESS WAYAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21784ZIPCd
FieldValueIRS element (for citing)
TitleGRANTS MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos30.00AverageHrsPerWkDevotedToPosRt
Compensation$70,640CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
T ROWE PRICE ASSOCIATES INC
100 E PRATT STREETBALTIMOREMD21202INVESTMENT MANAGEMENT AND CUSTODY FEES$128,164
BROWN ADVISORY INCORPORATED
901 S BOND STREET SUITE 400BALTIMOREMD21231INVESTMENT MANAGEMENT AND CUSTODY FEES$88,199
FieldValueIRS element (for citing)
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$445,362,458AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,444,707AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$197,554FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$457,004,719TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$457,004,719AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,855,071CashDeemedCharitableAmt
Net Vl Noncharitable Assets$450,149,648NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,507,482MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,507,482MinimumInvestmentReturnAmt
Tax Based On Investment Income$286,578TaxBasedOnInvestmentIncomeAmt
Total Tax$286,578TotalTaxAmt
Distributable Before Adj$22,220,904DistributableBeforeAdjAmt
Recoveries Qualfied Distri$9,727RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,230,631DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,230,631DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,643,635ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,643,635QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,230,631DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$226,280ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$316,598ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$839,315ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,382,193TotalExcessDistributionCyovAmt
Qualifying Distributions$22,643,635QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,230,631AppliedToCurrentYearAmt
Remaining Distri From Corpus$413,004RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,795,197TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$226,280ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,568,917ExcessDistriCyovToNextYrAmt
Excess From Year4$316,598ExcessFromYear4Amt
Excess From Year1$839,315ExcessFromYear1Amt
Excess From Current Year$413,004ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (186 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
5 FOR THE FIGHT FOUNDATION
333 WEST RIVER PARK DRIVEPROVOUT84604PC5 FOR THE FIGHT CANCER RESEARCH INTERNSHIP$200,000
ACTIVE SOCIAL COMMUNITIES DBA VOLO KIDS FOUNDATION
1215 EAST FORT AVENUE SUITE 304BALTIMOREMD21230PCGIRLS IN THE GAME: MORE FEMALE COACHES FOR BALTIMORE KIDS$25,000
ALS ASSOCIATION - DCMDVA CHAPTER
30 WEST GUDE DRIVE SUITE 150ROCKVILLEMD20850PCALS ASSOCIATION CERTIFIED TREATMENT CENTER OF EXCELLENCE AT JOHNS HOPKINS AND BALTIMORE LOAN CLOSET$160,000
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVENUE FLOOR 17CHICAGOIL60601PCMAXIMIZE CARE & SUPPORT IN MARYLAND AND IMPROVE EARLY DETECTION FOR ALL COMMUNITIES$200,000
AMERICAN CANCER SOCIETY
405 WILLIAMS COURT SUITE 120BALTIMOREMD21220PCHOPE LODGE BALTIMORE RELOCATION AND RENOVATION$75,000
AMERICAN CORPORATE PARTNERS
145 EAST 45TH STREET 19ANEW YORKNY10017PCACP'S CITIZENS PROGRAM FOR MARYLAND-BASED VETERANS & SPOUSES / BRIDGE PROGRAM FOR WOUNDED VETERANS$125,000
AMERICAN HEART ASSOCIATION
5001 SOUTH MIAMI BOULEVARD SUITEDURHAMNC27703PCHEART HEALTHY KIDS AND LIFESAVERS$100,000300
AMERICAN RED CROSS
4700 MOUNT HOPE DRIVEBALTIMOREMD21215PCRED CROSS YOUTH CLUBS$25,000
ARC OF CARROLL COUNTY INC
180 KRIDERS CHURCH ROADWESTMINSTERMD21158PCCAPITAL IMPROVEMENTS - RESIDENTIAL$50,000
ARC OF HOWARD COUNTY
11735 HOMEWOOD ROADELLICOTT CITYMD21042PCSPONSORSHIP: GOLF OUTING$1,551
ASCENSION ST AGNES HOSPITAL FOUNDATION
900 SOUTH CATON AVENUEBALTIMOREMD21229PCASCENSION SAINT AGNES HOSPITAL MOBILE HEALTH CLINIC AND FAMILY BIRTHING CENTER RENOVATION$50,000
ASIA ART ARCHIVE IN AMERICA INCORPORATED
23 CRANBERRY STREETBROOKLYNNY11201PCOPERATING SUPPORT$10,000
BALLET WEST
52 WEST 200 SOUTHSALT LAKE CITYUT84101PCTHE KAHLERT FOUNDATION EDUCATION SCHOLARSHIP$200,000
BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA
701 WYMAN PARK DRIVEBALTIMOREMD21211PCFY 24 SPONSORSHIP$2,500
BALTIMORE MUSEUM OF INDUSTRY
1415 KEY HIGHWAYBALTIMOREMD21230PCEDUCATIONAL PROGRAMS AT THE BMI$25,000
BALTIMORE SQUASHWISE
2801 SISSON STREET SUITE 100BALTIMOREMD21211PCSQUASHWISE CENTER FOR YOUTH PARTNERSHIP & PROGRAM RELOCATION$75,000
BIOTECHNICAL INSTITUTE OF MARYLAND
1101 WEST PRATT STREET SUITE 302BALTIMOREMD21223PCBREAKING BARRIERS IN BIOTECH$50,000
BOYS & GIRLS CLUBS OF CARROLL COUNTY
71 EAST MAIN STREETWESTMINSTERMD21157PCKAHLERT LEADERSHIP ACADEMY$150,000
BOYS & GIRLS CLUBS OF METRO BALTIMORE
1201 SOUTH SHARP STREET SUITE 302BALTIMOREMD21230PCBALTIMORE RAVENS BOYS & GIRLS CLUB AT HILTON RECREATION CENTER (CAPITAL & OPERATING SUPPORT)$300,000
BOYS HOPE GIRLS HOPE OF BALTIMORE
3817 FLEETWOOD AVENUEBALTIMOREMD21206PCGENERAL OPERATING SUPPORT$50,000
BRENDAN CORPORATION
1501 M STREET NW SUITE 340WASHINGTONDC20005PCBRENDAN SAILING$25,000
BRIDGINGLIFE AKA CARROLL HOSPICE
292 STONER AVENUEWESTMINSTERMD21157PCEXPANSION OF BRIDGINGLIFE'S INPATIENT FACILITY, DOVE HOUSE$100,000
BRIGHT MINDS FOUNDATION
10910 ROUTE 108ELLICOTT CITYMD21042PCFY 24 SPONSORSHIP FUNDRAISER AND GOLF OUTING, IMPROVING STUDENT ATTENDANCE AND EDUCATIONAL ENGAGEMENT, AND SPONSORSHIP: BRIGHT FUTURES FUNDRAISER (5/6/2024) AND GOLF CLASSIC (10/16/2024)$42,500
CAL RIPKEN SR FOUNDATION
1427 CLARKVIEW ROADBALTIMOREMD21209PCRIPKEN FOUNDATION STEM CENTERS IN CARROLL AND HOWARD COUNTIES AND SPONSORSHIP: GOLF OUTING$506,000
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210PCOPERATING SUPPORT$5,000
CAMP ATTAWAY
9770 PATUXENT WOODS DRIVE SUITE 303COLUMBIAMD21046PC2024 CAMP, PARENT EDUCATION/SUPPORT GROUPS,YR-ROUND CAMPER ACTIVITIES AND GIN & JAZZ SPONSORSHIP$47,500
CAPTAINS FOR CLEAN WATER
P O BOX 1653FORT MYERSFL33902PCOPERATING SUPPORT$10,000
CARING AND SHARING MINISTRIES INC
P O BOX 384TANEYTOWNMD21787PCCOMMUNITY NEEDS$15,000
CARING CARROLL INC
255 CLIFTON BOULEVARD SUITE 213WESTMINSTERMD21157PCSPONSORSHIP: GOLF CLASSIC AND CARING CARROLL REGIONAL NON-EMERGENCY MEDICAL TRANSPORTATION PILOT AND GROWTH$52,687
CARROLL COMMUNITY COLLEGE FOUNDATION INC
1601 WASHINGTON ROADWESTMINSTERMD21157PCSPONSORSHIP: GALA, CARROLL'S STRATEGIC PRIORITIES, SPECIAL GRANT TO HELP WITH NAMING COSTS, SPONSORSHIP: FAMILY FUN FEST, AND GIFT IN HONOR OF DR. JAMES BALL'S RETIREMENT$632,000
CARROLL COUNTY BUREAU OF AGING & DISABILITIES - VETERAN SERVICES PROGRAM
125 STONER AVENUEWESTMINSTERMD21157PCVETERAN SERVICES PROGRAM OF CARROLL COUNTY/OLDER ADULT EMERGENCY FUND$100,000
CARROLL COUNTY CHAMBER OF COMMERCE FOUNDATION
9 EAST MAIN STREET SUITE 105WESTMINSTERMD21157PCSPONSORSHIP: OUTSTANDING TEACHER AWARD$5,000
CARROLL COUNTY CHAMBER OF COMMERCE
9 EAST MAIN STREET SUITE 105WESTMINSTERMD21157PCSPONSORSHIP: 2024 WOMEN'S CONFERENCE$2,500
CARROLL COUNTY FOOD SUNDAY
P O BOX 2160 10 DISTILLERY DRIVEWESTMINSTERMD21157PCVEGGIE VOUCHER PROGRAM 2024$27,000
CARROLL COUNTY VETERANS INDEPENDENCE PROJECT
P O BOX 2878WESTMINSTERMD21157PCCARROLL COUNTY VETERANS INDEPENDENCE PROJECT (CCVIP) AND SPONSORSHIP: GALA$80,000
CARROLL COUNTY YOUTH SERVICE BUREAU INC
59 KATE WAGNER ROADWESTMINSTERMD21157PCCCYSB'S BUILDING ADDITION AND MOBILE TREATMENT PROGRAM$200,000
CARROLL HOSPITAL CENTER AUXILIARY
200 MEMORIAL AVENUEWESTMINSTERMD21157PCFY 2024 CARROL HOSPITAL GALA$5,500
CARROLL HOSPITAL CENTER FOUNDATION INC
200 MEMORIAL AVENUEWESTMINSTERMD21157PCSIMULATION CENTER AND RADIATION THERAPY TECHNOLOGY$750,000
CARROLL TECHNOLGY AND INNOVATION COUNCIL INC
255 CLIFTON BOULEVARDWESTMINSTERMD21157PCCYBERSECURITY IN AGRICULTURE LEADERSHIP PROGRAM$30,000
CARRY ON FOUNDATION
125 WEST 500 SOUTHPROVOUT84601PCCARRY ON FOUNDATION SKATEPARK AND PROGRAM EXPANSION$50,000
CARSON SCHOLARS FUND
215 WASHINGTON AVENUE SUITE 250TOWSONMD21204PCFY 24 SPONSORSHIP GOLF OUTING AND 2025 CARSON SCHOLAR INITIATIVE: 45 SCHOLARSHIPS, BANQUET SPONSORSHIP AND OPERATIONAL ASSISTANCE$77,500
CASEY CARES FOUNDATION
7100 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046PCFAMILY FESTIVITIES PROGRAM$20,000155
CENTRAL SCHOLARSHIP BUREAU
6 PARK CENTER COURT SUITE 211OWINGS MILLSMD21117PCCENTRAL SCHOLARSHIP BUREAU SCHOLARSHIP FUND AND CAREER TRAINING GRANT FUND$30,000
CHANGE THE CONVERSATION
1925 OLD VALLEY ROAD SUITE 3STEVENSONMD21153PCTURN THE TALK$30,000
CHASE BREXTON HEALTH SERVICES INC
1111 NORTH CHARLES STREETBALTIMOREMD21201PCEXPANDED ACCESS TO NUTRITION ASSISTANCE AND MEDICAL TRANSLATION$50,000
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRIVEBALTIMOREMD21207PCCHARTING NEW PATH FOR LEAD INSTRUCTORS AND SPONSORSHIP: 2024 CORNERSTONE AWARDS (NAVIGATOR SPONSOR)$105,000
CHILDREN OF INCARCERATED PARENTS PARTNERSHIP INC
22 SOUTH MARKET STREET SUITE 101AFREDERICKMD21701PCCOIPP: EDUCATIONAL RESOURCE BOX & SUMMER SCHOLARSHIPS FOR KIDS$30,000
CHILDREN'S CANCER FOUNDATION
5570 STERRETT PLACE 204COLUMBIAMD21044PC2024 CCF RESEARCH SYMPOSIUM, CCF VIDEO, AND FAMILY HOLIDAY EVENT$50,000
CHILDREN'S INN AT NIH INC
7 WEST DRIVEBETHESDAMD20814PCRENOVATING "A PLACE LIKE HOME" TO MEET FUTURE PATIENT NEEDS OF THE NATIONAL INSTITUTES OF HEALTH$100,000
CITY TEACHING ALLIANCE
1800 WASHINGTON BOULEVARD SUITE 411BALTIMOREMD21230PCCITY TEACHING ALLIANCE DIVERSE, EFFECTIVE, INCLUSIVE EDUCATORS FOR BALTIMORE CITY$75,000
CITY YOUTH MATRIX
5710 KENT DRIVENEW MARKETMD21774PCCYM FAMILY EMPOWERMENT PROGRAM$20,000
COMMUNITY FOUNDATION OF CARROLL COUNTY
255 CLIFTON BOULEVARD SUITE 313WESTMINSTERMD21157PCSPONSORSHIP: PHILANTHROPIST OF THE YEAR EVENT$3,093
COMMUNITY FOUNDATION OF HOWARD COUNTY
6680 MARTIN ROADCOLUMBIAMD21044PCFY 24 SPONSORSHIP, CFHOCO GENERAL OPERATING FUNDS REQUEST,YEARS 3 THRU 5 OF 50TH ANNIVERSARY, AND SPONSORSHIP: SPRING PARTY FUNDRAISER$70,000
COMMUNITY FOUNDATION OF UTAH
1245 BRICKYARD ROAD SUITE 410SALT LAKE CITYUT84106PCEVENT DONATION$515
COOL KIDS CAMPAIGN FOUNDATION
8422 BELLONA LANE SUITE 102TOWSONMD21204PCFREE TUTORING AND COLLEGE TRANSITION SUPPORT AND SPONSORSHIP: KEN SINGLETON CELEBRITY CLASSIC (GOLF, EXPOS SPONSOR PACKAGE)$56,218
CRISTO REY JESUIT HIGH SCHOOL
420 SOUTH CHESTER STREETBALTIMOREMD21231PCCRISTO REY JESUIT HIGH SCHOOL SCHOLARSHIP$75,000
CURES WITHIN REACH
134 NORTH LASALLE 1130CHICAGOIL60602PCCLINICAL REPURPOSING TO IMPACT VETERANS' UNMET MEDICAL NEEDS: FY2024$100,000
DAILY BREAD BASKET INC
1 HOPI COURTRANDALLSTOWNMD21133PCOPERATING SUPPORT$5,000
DAYS END FARM HORSE RESCUE
1372 WOODBINE ROADWOODBINEMD21797PCBUILDING THE NATIONAL EQUINE WELFARE CENTER (CAPITAL CAMPAIGN)$50,000
DOWNTOWN SAILING CENTER
1425 KEY HIGHWAYBALTIMOREMD21230PCOPERATING SUPPORT$5,000
DVA AND MORE INC
3790 OLD POST ROADSALISBURYMD21804PCSPONSORSHIP: DRUG AND VIOLENCE AWARENESS EXPO$7,500
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BOULEVARDGLENVIEWIL60026PCOPERATING SUPPORT$10,000
EXPANDING BOUNDARIES INTERNATIONAL
596 SCOTT DRIVEWESTMINSTERMD21157PCOPERATING SUPPORT$5,000
EXPONENT PHILANTHROPY
1720 N STREET NWWASHINGTONDC20036PCFY 24 SPONSORSHIP FOR NATIONAL CONFERENCE$10,000
FAMILY TREE
2108 NORTH CHARLES STREETBALTIMOREMD21218PCKIDS CARE PLUS (KCP) AND FAMILY CONNECTS MARYLAND (FCM)$50,000
FIRST FRUITS FARM INC
20431 MIDDLETOWN ROADFREELANDMD21053PCFIRST FRUITS FARM FLAGSHIP FOUNDATION REQUEST - YEAR 2$100,000
FOLDS OF HONOR FOUNDATION
DEPARTMENT 13TULSAOK74182PCSPONSORSHIP: GOLF OUTING AND FOLDS OF HONOR - MARYLAND EDUCATIONAL SCHOLARSHIP FUND$105,000
FORT MEADE ALLIANCE FOUNDATION
7467 RIDGE ROAD SUITE 200HANOVERMD21076PCFY 24 GALA SPONSORSHIP AND CAREER TRANSITION PREPARATION (CTP) PROGRAM$56,000
FRANCISCAN CENTER
101 WEST 23RD STREETBALTIMOREMD21218PCFRANCISCAN CENTER RENAISSANCE/ELEMENTARY SCHOOL HEALTHY MEAL PARTNERSHIP AND SPONSORSHIP: 2ND ANNUAL PLATED EVENT$52,500
FREDERICK COMMUNITY COLLEGE FOUNDATION INC
ANNAPOLIS HALL 200 A-200 7932FREDERICKMD21702PCESTABLISHING A CHILDREN OF INCARCERATED PARENTS PARTNERSHIP (COIPP) SCHOLARSHIP ENDOWMENT FUND$25,000OPOSSUMTOWN PIKE
FREDERICK HEALTH HOSPICE
1 FREDERICK HEALTH WAYFREDERICKMD21701PCFREDERICK HEALTH HOSPICE VETERAN PROGRAM$50,000
FRIENDS OF DISABLED VETERANS IN CARROLL COUNTY
255 CLIFTON BOULEVARD SUITE 313WESTMINSTERMD21157PCNEW VAN PROJECT$50,000
FRIENDS OF THE HOWARD COUNTY LIBRARY INC
9411 FREDERICK ROADELLICOTT CITYMD21042PCBOOK OWNERSHIP FOR LANGUAGE AND EARLY LITERACY DEVELOPMENTAL FOUNDATIONS$15,000
FRIENDS OF THE LYRIC INC
59 SW FLAGLER AVENUESTUARTFL34994PCOPERATING SUPPORT$20,000
FULLMER LEGACY FOUNDATION
155 NORTH 400 WEST SUITE 510SALT LAKE CITYUT84103PCFULLMER LEGACY CENTER$900,000
GBMC INC
6701 NORTH CHARLES STREET SUITE 101BALTIMOREMD21204PCTHE PROMISE PROJECT (HOSPITAL ADDITION AND SANDRA R BERMAN PAVILION) AND SECOND SURGICAL ROBOT FOR GBMC$583,334
GILCHRIST HOSPICE CARE INC
11311 MCCORMICK ROAD SUITE 350HUNT VALLEYMD21031PCMUSIC THERAPY - THERAPEUTIC JOY AT END OF LIFE$25,000
GIRLS ON THE RUN OF CENTRAL MARYLAND
9150 RUMSEY ROAD SUITE A7COLUMBIAMD21045PCDISMANTLING FINANCIAL BARRIERS TO ENSURE EVERY GIRL CAN BE UNSTOPPABLE$35,000
GLENWOOD ACADEMY
3060 ROXBURY MILLS ROAD ROUTE 97GLENWOODMD21738PCBIG DREAMS AHEAD FOR GA!$150,000SUITE 112
HALE CENTRE THEATRE
9900 SOUTH MONROE STREETSANDYUT84070PCHALE CENTRE THEATRE ARTS & EDUCATION BEEHIVE$25,000
HIPPODROME FOUNDATION INC
416 WEST BALTIMORE STREETBALTIMOREMD21201PCFINISH THE FRANCE-MERRICK PERFORMING ARTS CENTER/KAHLERT ENTRY$125,000
HIRE HEROES USA
1360 UNION HILL ROAD BUILDING 2ALPHARETTAGA30004PCFREE CAREER SERVICES FOR MARYLAND'S VETERANS, MILITARY SPOUSES, AND ACTIVE DUTY PERSONNEL$75,000SUITE A
HO HO HO INC DBA SANTA'S HELPERS ANONYMOUS
14411 COOPER ROADPHOENIXMD21131PCELVES HELPING FAMILIES IN NEED AT CHRISTMAS$15,000
HOFFA FOUNDATION
6028 SYKESVILLE ROADSYKESVILLEMD21784PCHOFFA PROGRAM SUPPORT$40,000
HOMELESS PERSONS REPRESENTATION PROJECT
201 NORTH CHARLES STREET SUITE 1104BALTIMOREMD21201PCVETERANS LEGAL ASSISTANCE$20,000
HOOD COLLEGE
401 ROSEMONT AVENUEFREDERICKMD21701PCHOOD COLLEGE SCIENCE AND TECHNOLOGY CENTER EXPANSION AND NURSING SIMULATION EQUIPMENT$125,000
HOPE FOR HENRY FOUNDATION
2440 WISCONSIN AVENUE NW SUITE 201WASHINGTONDC20007PCREWARDING PEDIATRIC PATIENTS IN MARYLAND AND ELEVATING THEIR CARE$75,000
HOPE RISING FAMILY RESOURCE CENTER - WESLEY FREEDOM UNITED METHODIST CHURCH
961 JOHNSVILLE ROADELDERSBURGMD21784PCMENTAL HEALTH THERAPY SUPPORT$25,000
HOPECAM INC
12100 SUNSET HILLS ROAD SUITE C-10RESTONVA20190PCTWENTY YEARS OF HOPE - MARYLAND AND UTAH$20,000
HOPEWELL CANCER SUPPORT INC
P O BOX 755BROOKLANDVILLEMD21022PCSTRENGTHENING HOPEWELL CONTINUES$75,000
HORIZON DAY CAMP
8 MARKET PLACE SUITE 331BALTIMOREMD21202PCHORIZON DAY CAMP ANNUAL REQUEST - 2024$50,000
HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
10901 LITTLE PATUXENT PARKWAYCOLUMBIAMD21044PCMATHEMATICS AND ATHLETICS BUILDING NAMING$400,000
HOWARD COUNTY MEDICAL CENTER
5755 CEDAR LANECOLUMBIAMD21044PCTHE PROMISE OF WOMEN'S HEALTH AT HOWARD COUNTY GENERAL HOSPITAL AND SPONSORSHIP: HEROES IN HEALTH CARE$505,000
HOWARD COUNTY VETERANS FOUNDATION INC
P O BOX 322LISBONMD21765PCOPERATING SUPPORT$10,000
I J & JEANNE WAGNER JEWISH COMMUNITY CENTER
2 NORTH MEDICAL DRIVESALT LAKE CITYUT84113PCSALT LAKE JCC CAPITAL EXPANSION PROJECT$175,000
INTERFAITH HOUSING ALLIANCE
22 SOUTH MARKET STREET SUITE 217FREDERICKMD21701PCREHABILITATION OF WEINBERG HOUSE$25,000
INTERMOUNTAIN HEALTHCARE FOUNDATION INC
36 SOUTH STATE STREETSALT LAKE CITYUT84111PCPRIMARY CHILDREN'S HOSPITAL, PEDIATRIC CANCER AND INFUSION CENTER$1,000,000
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21117PCYOUTH EDUCATIONAL PROGRAMMING AT IRVINE NATURE CENTER$25,000
IVYMOUNT SCHOOL INC
11614 SEVEN LOCKS ROADROCKVILLEMD20854PCPARTNERING FOR PRODUCTIVE FUTURES 2$30,000
JACARANDA CENTER FOR FAMILY AND YOUTH DEVELOPMENT
9770 PATUXENT WOODS DRIVE SUITE 327COLUMBIAMD21046PCFAMILY STRENGTHENING AND DEVELOPMENT$10,000
JOHNS HOPKINS MEDICINE
750 EAST PRATT STREET SUITE 1700BALTIMOREMD21202PCEXPANDING MULTI-LEVEL SCHOOL-BASED PREVENTIVE MENTAL HEALTH INTERVENTIONS IN BALTIMORE CITY$125,000
JOSHUA M FREEMAN FOUNDATION
31255 AMERICANA PARKWAYSELBYVILLEDE19975PCOPERATING SUPPORT$10,000
JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND
1725 TWIN SPRINGS ROADBALTIMOREMD21227PCSPONSORSHIP: 18 UNDER 18 EVENT 2024 AND JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND: JA FINANCE PARK AND ENTREPRENEURSHIP PATHWAYS EXPANSION$102,500
JUNIOR ACHIEVEMENT OF UTAH INC
515 SOUTH 700 EAST SUITE 1FSALT LAKE CITYUT84102PCOREM JUNIOR ACHIEVEMENT CITY CAPITAL CAMPAIGN PROJECT$200,000
JUST TRYAN IT
P O BOX 34589BETHESDAMD20827PCJUST TRYAN IT DEEP NEED GRANT FUND$30,000
KIDS WORLD OF SMILES INC
150 EAST MAIN STREET SUITE 100WESTMINSTERMD21157PCOPERATING SUPPORT$5,000
KIPP BALTIMORE
2000 EDGEWOOD STREETBALTIMOREMD21216PCKIPP FORWARD ALUMNI SUPPORT$75,000
LEADERSHIP HOWARD COUNTY
6760 ALEXANDER BELL DRIVE SUITE 260COLUMBIAMD21046PCSPONSORSHIP: LHC'S BIG EVENT$1,545
LEARNING UNDEFEATED INC
9841 WASHINGTONIAN BOULEVARD SUITEGAITHERSBURGMD20878PC2024-2025 MOBILE STEM LABORATORY PROGRAM$75,000330
LET'S GO BOYS AND GIRLS
2801 SISSON STREETBALTIMOREMD21211PCLETS GO BALTIMORE STEM PROGRAMS$25,000
LEUKEMIA & LYMPHOMA SOCIETY
3601 EISENHOWER AVENUE SUITE 450ALEXANDRIAVA22304PCVETERANS' DENTAL FINANCIAL ASSISTANCE PROGRAM$50,000
LITERACY COUNCIL OF CARROLL COUNTY INC
255 CLIFTON BOULEVARD SUITE 314WESTMINSTERMD21157PCSPONSORSHIP: GOLF OUTING AND OPERATIONAL SUPPORT FOR THE LITERACY COUNCIL ACTIVITIES 2024$32,500
LITERACY COUNCIL OF FREDERICK COUNTY INC
110 EAST PATRICK STREETFREDERICKMD21701PCEXPANDING ESSENTIAL ADULT LITERACY PROGRAMS$10,000
LONG REACH HIGH SCHOOL BOOSTERS CLUB
6101 OLD DOBBIN LANECOLUMBIAMD21045PCOPERATING SUPPORT$5,000
LOYOLA BLAKEFIELD
500 CHESTNUT AVENUETOWSONMD21204PCGRANT FOR NEED-BASED FINANCIAL AID FOR STUDENTS WHO ALSO DEMONSTRATE TALENT IN WRESTLING$15,000
LOYOLA UNIVERSITY MARYLAND
4501 NORTH CHARLES STREETBALTIMOREMD21210PCLOYOLA UNIV MD: LCC EQUIPMENT UPGRADES, TRAINING FOR SCHOOL COUNSELORS, OR ENGINEERING EQUIPMENT$100,000
MACBETH ACADEMY
961 JOHNSVILLE ROADELDERSBURGMD21784PCCARROLL COUNTY YOUTH EDUCATIONAL (CCYE)$25,000
MAKE-A-WISH MID-ATLANTIC
6555 ROCK SPRING DRIVE SUITE 280BETHESDAMD20817PCFY23-24 MID-ATLANTIC WISHES: BALTIMORE WISH FUND ANCHOR PARTNER$125,000
MAKE-A-WISH UTAH
771 EAST WINCHESTERMURRAYUT84107PCNAMING OPPORTUNITY FOR A WISHING PLACE$500,000
MARQUETTE UNIVERSITY SCHOOL OF BUSINESS
P O BOX 1881MILWAUKEEWI53201PCOPERATING SUPPORT$10,000
MARYLAND ASSOCIATION OF RESOURCES FOR FAMILIES & YOUTH
1500 UNION AVENUE SUITE 2500BALTIMOREMD21211PCCENTERING YOUTH VOICES$20,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS ROADBALTIMOREMD21227PCFY 24 SPONSORSHIP FOR PACK TO GIVE BACK AND FOODWORKS CULINARY TRAINING PROGRAM CAPITAL EXPANSION, COMPUTER LAB$95,000
MARYLAND SCIENCE CENTER
601 LIGHT STREETBALTIMOREMD21230PCMD SCIENCE CENTER 2024 SPONSORSHIP AND MARYLAND SCIENCE CENTER 50TH ANNIVERSARY CAPITAL CAMPAIGN & ANNUAL FREE ADMISSION$202,500
MARYLAND ZOOLOGICAL SOCIETY INC
1876 MANSION HOUSE DRIVEBALTIMOREMD21217PCTHE MARYLAND ZOO IN BALTIMORE EDUCATION AND EXHIBIT SUPPORT$60,000
MEALS ON WHEELS OF CENTRAL MARYLAND INC
515 SOUTH HAVEN STREETBALTIMOREMD21224PCMEALS ON WHEELS OF CENTRAL MARYLAND CAPITAL CAMPAIGN AND OPERATING GRANT$150,000
MEDSTAR HEALTH
10980 GRANTCHESTER WAYCOLUMBIAMD21044PCMUSCULOSKELETAL RESEARCH & INNOVATION CENTER GAIT & MOTION ANALYSIS LAB AT MEDSTAR UNION MEMORIAL$250,000
MID ATLANTIC GIGABIT INNOVATION COLLABORATORY INC
P O BOX 517WESTMINSTERMD21157PCMAGIC CYBERSECURITY PROGRAM SUPPORT & THE WESTMINSTER ARIC PROJECT$30,000
MILDRED MINDELL FOUNDATION INC
9 OLD CREEK ROADOWINGS MILLSMD21117PCOPERATING SUPPORT$25,000
MISSION OF MERCY
22 SOUTH MARKET STREET SUITE 6DFREDERICKMD21701PCSPONSORSHIP: GALA, FORGING FORWARD TOWARD THE FUTURE (A $1,000,000 MEDICAL & PROGRAM SUSTAINABILITY INITIATIVE), AND FORGING FORWARD FOR THE FUTURE - NEW MEDICAL CLINIC VEHICLE CAPITAL EXPENSES$182,500
MONTESSORI SCHOOL OF WESTMINSTER INC
1055 MONTESSORI DRIVEWESTMINSTERMD21158PCSUPPORTING AT-RISK LEARNERS$35,000
NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84060PCADAPTIVE RECREATION PROGRAMMING$100,000
NATIONAL AQUARIUM INC
501 EAST PRATT STREETBALTIMOREMD21202PCSTEM EDUCATION & PUBLIC ENGAGEMENT ON HARBOR WETLAND$50,000
NATURAL REFRIGERATION FOUNDATION
1001 NORTH FAIRFAX STREET SUITE 503ALEXANDRIAVA22314PCSPONSORSHIP: IIAR GOLF TOURNAMENT AND NATURAL REFRIGERATION FOUNDATION - FOUNDERS SCHOLARSHIPS FOR 2024-2025 NRF FISCAL YEAR$56,500
NAVY SEAL FOUNDATION
1619 D STREET BUILDING 5326VIRGINIA BEACHVA23459PCNAVY SEAL FOUNDATION WARRIOR FITNESS PROGRAM$100,000
NEXT ONE UP
P O BOX 22503BALTIMOREMD21203PCSUPPORT FOR NEXT ONE UP'S LONG-TERM MENTORING PROGRAMS FOR YOUNG MEN IN BALTIMORE CITY$50,000
NMAR INC
240 EAST LOUDON VALLEY DRIVEPURCELLVILLEVA20132PC"RELIGIOUS THOUGHT DURING TIMES OF NATIONAL CRISIS" FILM SERIES (WORKING TITLE)$50,000
NOVA PRINCIPLES FOUNDATION
333 EAST MAIN STREET UNIT 138LEHIUT84043PCNOVA PRINCIPLES PROGRAM$25,000
NUEVA VIDA INC
7501 OSLER DRIVE SUITE G-15TOWSONMD21204PCADDRESSING CANCER DISPARITIES AMONG MEDICALLY UNDER RESOURCED LATINAS$25,000
OHANA OF HOWARD COUNTY INC
11350 TOOKS WAYCOLUMBIAMD21044PCOHANAHC$20,000
OPERATION HOMEFRONT INC
17319 SAN PEDRO AVENUE SUITE 505SAN ANTONIOTX78232PCTRANSITIONAL HOUSING - APARTMENTS (MARYLAND)$250,000
OPERATION KIDS FOUNDATION
1245 EAST BRICKYARD ROAD SUITE 260SALT LAKE CITYUT84106PCORPHAN MYTH DOCUMENTARY, HOOLIGANS TO HEROES CHARITY PROJECTS, AND CREATIVE VISIONS (FEEDING TOMORROW)$200,000
PARTNERSHIP AND INSPIRATION FOR ENGINEERNG EDUCATION AND ENTREPRENEURSHIP
7580 PRINCE ANDREW COURTMARRIOTTSVILLEMD21104PCROBOTICS TODAY AND TOMORROW$15,000
PENN-MAR HUMAN SERVICES
310 OLD FREELAND ROADFREELANDMD21053PCGALA SPONSORSHIP FY 2024$5,000
PORT DISCOVERY CHILDREN'S MUSEUM
35 MARKET PLACEBALTIMOREMD21202PCSPECIAL ANNUAL FUND CHALLENGE GRANT AND PORT DISCOVERY: ACCESS PROGRAM FUND + STEAM EXHIBIT$80,000
PREVENT LEGIONNAIRES
110 COUNTRYSIDE DRIVEHENDERSONVILLETN37075PCMARYLAND LEGIONNAIRES DISEASE RESEARCH PROJECT$50,000
READING PARTNERS
1500 UNION AVENUE SUITE 2200BALTIMOREMD21211PCONE-ON-ONE LITERACY TUTORING FOR BALTIMORE CITY STUDENTS$25,000
RICHCROFT INC
11350 MCCORMICK ROAD EP4 - SUITEHUNT VALLEYMD21031PCRICHCROFT MOBILITY VAN REQUEST$35,000700
ROCHESTER INSTITUTE OF TECHNOLOGY
P O BOX 92765ROCHESTERNY14692PCOPERATING SUPPORT$20,000
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVENUEBALTIMOREMD21210PCTHE KAHLERT TUTRONE SCHOLARSHIP$100,000
RONALD MCDONALD HOUSE CHARITIES OF MARYLAND INC
1 AISQUITH STREETBALTIMOREMD21202PCRMHC MARYLAND ANNUAL OPERATING GRANT 2024$110,000
SALVATION ARMY OF CENTRAL MARYLAND
300 HAHN ROADWESTMINSTERMD21157PCBRASS HAT CAFE ON THE GO$25,000
SAMUEL READY SCHOLARSHIPS INC
P O BOX 202RIDERWOODMD21139PCSCHOLARSHIP FUNDS FOR ACADEMICALLY PROMISING GIRLS WITH LIMITED RESOURCES IN THE BALTIMORE AREA$30,000
SEMPER FI & AMERICA'S FUND
825 COLLEGE BOULEVARD SUITE 102 PMBOCEANSIDECA92057PCSERVICE MEMBER & FAMILY SUPPORT FOR MARYLAND SERVICE MEMBERS, VETERANS, AND MILITARY FAMILIES$125,000609
SHEPHERD'S CLINIC
2800 KIRK AVENUEBALTIMOREMD21218PCSHEPHERD'S GENERAL OPERATING SUPPORT$25,000
SINAI HOSPITAL OF BALTIMORE INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215PCSINAI REHABILITATION CENTER & EMERGENCY DEPARTMENT MODERNIZATION AND SINAI REGIONAL MEDICAL CAMPUS$350,000
SLEEP IN HEAVENLY PEACE INC
1560 ELDRIDGE AVENUETWIN FALLSID83301PCNO KID SLEEPS ON THE FLOOR IN OUR TOWN! MD-FREDERICK AND HOWARD COUNTIES 2023$10,000
SPY HOP PRODUCTIONS
208 WEST HARVEY MILK BOULEVARDSALT LAKE CITYUT84101PCSPY HOP YOUTH MEDIA ARTS CENTER$300,000
ST MARY'S COLLEGE OF MARYLAND FOUNDATION
18952 EAST FISHER ROADST MARYS CITYMD20686PCSTONE SCHOLARSHIP FUND$35,000
STEVENSON UNIVERSITY
1525 GREENSPRING VALLEY ROADSTEVENSONMD21153PCMIDDLE INCOME AND STEM SCHOLARSHIPS$50,000
STUDENT SUPPORT NETWORK
1810-J YORK ROAD 233LUTHERVILLEMD21093PCROOMS OF SUPPORT$10,000
SUNDANCE INSTITUTE
1500 KEARNS BOULEVARD SUITE B110PARK CITYUT84060PCSUNDANCE INSTITUTE'S UTAH COMMUNITY PROGRAMS AND THE SUNDANCE FILM FESTIVAL'S 40TH ANNIVERSARY$50,000
THANKSGIVING POINT
3003 NORTH THANKSGIVING WAYLEHIUT84043PCNAMING RIGHTS AT CURIOSITY FARMS AND THE SCIENCE AND TECH CENTER$25,000
TOWSON UNIVERSITY FOUNDATION
8000 YORK ROADTOWSONMD21252PCYEAR 4 OF 5 - TOWSON UTEACH, ENGLISH LANGUAGE LEARNER (ELL) STUDENT SUCCESS FUND & CHP BUILDING$600,000
TRACY'S KIDS INC
5509 DEVON ROADBETHESDAMD20814PCART THERAPY FOR MILITARY CHILDREN AND FAMILIES DIAGNOSED WITH CANCER AND BLOOD DISORDERS$20,000
TRI COUNTY COUNCIL FOUNDATION
31901 TRI COUNTY WAYSALISBURYMD21804PCPROJECT OPPORTUNITY$25,000
TYLER ROBINSON FOUNDATION
400 SOUTH 4TH STREET SUITE 500LAS VEGASNV89101PCTRF FAMILY GRANTS$100,000
UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC
20 NORTH PINE STREET ROOM S746BALTIMOREMD21201PCTHE KAHLERT CENTER FOR TRANSLATIONAL ADDICTION MEDICINE AND INTRA-OSSEOUS NERVE ANATOMY OF THE SACRO-ILIAC JOINT$1,300,000
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION
4603 CALVERT ROADCOLLEGE PARKMD20740PC2024 MARYLAND REGIONAL KIDWIND CHALLENGE AND RELIEVING STUDENT EXPENSES$50,000
UNIVERSITY OF MARYLAND GLOBAL CAMPUS FOUNDATION
3300 METZEROTT ROADADELPHIMD20783PCPILLARS OF STRENGTH SCHOLARSHIP PROGRAM/VETERANS ASSISTANCE FUND$125,000
UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC SHOCK TRAUMA
110 SOUTH PACA STREET 9TH FLOORBALTIMOREMD21201PCCISIR; PEER RECOVERY COACH PROGRAM (PRC)$200,000
UNIVERSITY OF MARYLAND ST JOSEPH MEDICAL CENTER
7601 OSLER DRIVETOWSONMD21204PCUM SJMC SANDRA R. BERMAN OUTPATIENT CARDIOVASCULAR CENTER RENOVATION PROJECT$50,000
UNIVERSITY OF UTAH
332 SOUTH 1400 EAST SUITE 150SALT LAKE CITYUT84112PCKAHLERT VILLAGE / KAHLERT INITIATIVE FOR TECHNOLOGY (KIT)*, CRIMSON CLUB SCHOLARSHIP FUND, BOB ALLEN ENDOWED SCHOLARSHIP FUND, THE KAHLERT SCHOOL OF COMPUTING, UNIVERSITY OF UTAH HEALTH - NATIVE AMERICAN RESEARCH INTERNSHIP FILM, UTAH HOUSE IN WASHINGTON D.C. PROPOSED "KAHLERT HALL" EVENT VENUE IN THE CARRIAGE HOUSE, RED BUTTE GARDEN-MUSEUMS FOR ALL, NARI FILM PROJECT$2,875,000
USTAMID-ATLANTIC SECTION INC
620 HERNDON PARKWAY SUITE 290HERNDONVA20170PCUSTA MID-ATLANTIC - GIRLS RULE THE COURT (GRTC) AND TENNIS 101 SERIES$45,000
UTAH CRIMSON COLLECTIVE
111 EAST 300 SOUTH UNIT 900SALT LAKE CITYUT84111PCEMPOWERING STUDENT-ATHLETES$50,000
UTAH DECA
P O BOX 978CLEARFIELDUT84089PCUTAH DECA SCHOLARSHIP AND CONFERENCE GRANT$25,000
UTAH FILM CENTER
50 WEST BROADWAY SUITE 1125SALT LAKE CITYUT84101PCGREAT SALT LAKE AND EDUCATIONAL AND PROFESSIONAL PIPELINE FOR FILMMAKERS$175,000
UTAH GUARD CHARITABLE TRUST
17800 SOUTH CAMP WILLIAMS ROADBLUFFDALEUT84065PCOPERATION SUPPORT OUR FAMILIES$25,000BUILDING 800
UTAH OLYMPIC LEGACY FOUNDATION
P O BOX 980337PARK CITYUT84098PCHEALTHY COMMUNITIES AND SCHOLARSHIP$25,000
UTAH'S FIRST LADY FOUNDATION DBA SHOW UP UTAH
4492 NORTH CREST RIDGE ROADLEHIUT84043PCUTAH'S FIRST LADY FOUNDATION/SHOW UP FOR FOSTER CARE - CARE COMMUNITIES PILOT PROJECT$50,000
VILLAGE IN HOWARD INC
P O BOX 1276COLUMBIAMD21045PCCAPACITY BUILDING AND EXPANSION OF COMMUNITY OUTREACH$15,000
WESTMINSTER INGLESIDE FOUNDATION
2275 RESEARCH BOULEVARD SUITE 450ROCKVILLEMD20850PCMEMORY SUPPORT ASSISTED LIVING TECHNOLOGY AND CAPITAL IMPROVEMENTS$50,000
WESTMINSTER RESCUE MISSION
P O BOX 285 658 LUCABAUGH MILL ROADWESTMINSTERMD21158PCPATHWAYS TO RECOVERY CENTER: EXPANDING ACCESS TO SERVICES$70,000
WIDE ANGLE YOUTH MEDIA
2601 NORTH HOWARD STREET SUITE 160BALTIMOREMD21218PCWIDE ANGLE YOUTH MEDIA STUDIOS AT THE SERVICE CENTER CAPITAL CAMPAIGN$50,000
WOMAN TO WOMAN MENTORING INC
22 SOUTH MARKET STREET SUITE 321FREDERICKMD21701PCFY25 WOMEN IN STEM PROGRAMS FOR WOMEN 18-35$30,000
Y IN CENTRAL MARYLAND
303 WEST CHESAPEAKE AVENUEBALTIMOREMD21204PCHILL Y FAMILY CENTER RENOVATIONS: BUILDING MEMBERSHIP THROUGH IMPROVED ACCESSIBILITY$150,000
ZACHING AGAINST CANCER FOUNDATION
6700 ALEXANDER BELL DRIVE SUITE 185COLUMBIAMD21046PCSPONSORSHIP: ZACHING GOLF OUTING AND DIRECT PATIENT OUTREACH PROGRAM$52,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,741,943TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$430,869ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,172,781ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,626ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,258,646ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,864,922ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,864,922TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$23,500Amt
Net Investment Income$23,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
14-INCH MACBOOK PRO - SPACE GRAY2023-01-09$2,842$284SL5.000000000000$568$0
16-INCH MACBOOK PRO - SPACE GRAY2023-01-09$3,834$383SL5.000000000000$767$0
DELL 15.6" LATITUDE 5540 + SAMSUNG 24" MONITOR + LOGITECH MOUSE2023-12-26$1,605SL5.000000000000$161$0
HP OFFICE JET PRO 9015E2023-12-26$295SL5.000000000000$30$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierMISSION STATEMENTIdentifierTxt
Form And Line ReferenceFORM 990-PFFormAndLineReferenceDesc
Medium ExplanationTHE KAHLERT FOUNDATION'S MISSION IS TO PROVIDE GRANTS TO NON-PROFIT ORGANIZATIONS TO IMPROVE THE QUALITY OF LIFE AND WELL-BEING OF THE COMMUNITY IN THE AREAS OF HEALTH CARE, EDUCATION, YOUTH PROGRAMS, VETERAN ORGANIZATIONS, AND HUMAN SERVICES. OUR FOCUS IS THE STATES OF MARYLAND AND UTAH.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,813,490EOYBookValueAmt
EOYFMV$1,751,736EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$48,945,293$461,870,656
MUTUAL FUNDS$21,862,488$25,569,385

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,935,233USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,814,927USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$20,000StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$19,360StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
14-INCH MACBOOK PRO - SPACE GRAY$2,842$852$1,990$1,990
16-INCH MACBOOK PRO - SPACE GRAY$3,834$1,150$2,684$2,684
DELL 15.6" LATITUDE 5540 + SAMSUNG 24" MONITOR + LOGITECH MOUSE$1,605$161$1,444$1,444
HP OFFICE JET PRO 9015E$295$30$265$265

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,530LegalFeesAmt
Net Investment Income$3,530NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARKETING AND WEBSITE$32,955$0$32,955
MISCELLANEOUS$125$0$125
OFFICE EXPENSE$3,083$0$3,083
TELEPHONE$938$0$938
INSURANCE$4,411$0$4,411
BANK SERVICE CHARGES$1,387$1,387$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$2,626RevenueAndExpensesPerBooksAmt
Net Investment Income$2,626NetInvestmentIncomeAmt
Adjusted Net Income$2,626AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONSDesc
Amt$9,727Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$212,280$212,280$0
CUSTODY FEES$4,083$4,083$0
PROFESSIONAL FEES$6,725$0$6,725

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX ON INVESTMENT INCOME FOR FYE 06/30/2023$254,034$0$0
FOREIGN TAXES WITHHELD ON INVESTMENTS$3,025$3,025$0

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