HACKERMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HACKERMAN FOUNDATION INC (EIN 52-1459149)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202413179349102911
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T15:08:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205991824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 RIDGEBROOK ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | 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 | 521459149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HACKERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HACK | BusinessNameControlTxt |
| Phone | 4102961735 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 DULANEY VALLEY ROAD SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY HACKERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4102961735 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES EATON | PreparerPersonNm |
| PTIN | P00966704 | PTIN |
| Phone | 4104031500 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,078,571 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,267,570 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $724,614 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $650,029 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $607,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $606,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$80,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,528,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $327,764 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $301,164 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,846,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,557,946 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $69,969 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $101,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $405,173 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $266,517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $613,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $266,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,648,119 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,648,119 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,261,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $266,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,749,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,584,867 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,291,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,414 | CashBOYAmt |
| Cash EOY | $34,214 | CashEOYAmt |
| Cash EOYFMV | $34,214 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $249,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,261 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,017,405 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,852,099 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,868,698 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,208,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,671,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,054,198 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,688,215 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,828,913 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,770,758 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $896,542 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,159,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,196,442 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,079,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,701,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,078,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $27,079,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,701,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,079,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,701,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,079,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,701,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,079,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,584,867 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,867 | OtherIncreasesAmt |
| Subtotal | $46,701,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,701,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ST CAPITAL GAIN | $7,191,293 | $7,242,286 | -$50,993 | -$50,993 | |
| LT CAPITAL GAIN | $5,328,893 | $5,364,082 | -$35,189 | -$35,189 | |
| CAPITAL GAIN FROM BREVAN HOWARD - ST | $156 | -$156 | -$156 | P | |
| CAPITAL GAIN FROM BREVAN HOWARD - LT | $612 | $612 | $612 | P | |
| CAPITAL GAIN FROM BREVAN HOWARD - UBTI ST | $989 | -$989 | -$989 | P | |
| CAPITAL GAIN FROM BREVAN HOWARD - UBTI - LT | $656 | -$656 | -$656 | P | |
| CAPITAL GAIN DISTRIBUTIONS - RBC | $7,202 | $7,202 | $7,202 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$80,169 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,951 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,951 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,409 | OverpaymentAmt |
| Applied To ES Tax | $31,409 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TAMMY FANNING | IndividualWithBooksNm |
| Phone | 4102961735 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 DULANEY VALLEY ROAD SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY HACKERMAN | ||||||||
| 300 E JOPPA ROAD PL-6 | BALTIMORE | MD | 21286 | PRESIDENT / TREASURER | 4.00 | $0 | $0 | $0 |
| AUDREY REGO | ||||||||
| 8312 BERYL ROAD | PARKVILLE | MD | 21234 | SECRETARY | 4.00 | $0 | $0 | $0 |
| STEVEN HACKERMAN | ||||||||
| 300 E JOPPA ROAD PL-6 | BALTIMORE | MD | 21286 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PLUCK LLC | |||||
| 905 DROHOMER PLACE | BALTIMORE | MD | 21210 | CONSULTING | $101,500 |
| SC&H GROUP INC | |||||
| 910 RIDGEBROOK RD | SPARKS | MD | 21152 | ACCOUNTING | $69,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,699,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,804,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,804,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $732,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,072,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,403,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,403,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,951 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,061 | IncomeTaxAmt |
| Total Tax | $20,012 | TotalTaxAmt |
| Distributable Before Adj | $2,383,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,383,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,383,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,749,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,749,619 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,383,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,685,496 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,188,196 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,110,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,353,526 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,653,355 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,991,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,749,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,383,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,365,993 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,357,526 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,685,496 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,672,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,188,196 | ExcessFromYear4Amt |
| Excess From Year3 | $3,110,960 | ExcessFromYear3Amt |
| Excess From Year2 | $3,353,526 | ExcessFromYear2Amt |
| Excess From Year1 | $2,653,355 | ExcessFromYear1Amt |
| Excess From Current Year | $4,365,993 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF MD | ||||||
| 7 CHURCH LANE SUITE 14 | BALTIMORE | MD | 21208 | PC | JEWISH SUPPORT SERVICES | $71,000 |
| AGUDATH ISRAEL OF BALTIMORE INC | ||||||
| 6202 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PC | JEWISH SUPPORT SERVICES | $10,000 |
| AGUDATH ISRAEL OF GREENSPRING INC | ||||||
| PO BOX 32308 | BALTIMORE | MD | 21282 | PC | JEWISH SUPPORT SERVICES | $1,500 |
| AHAVAS TORAH INC | ||||||
| 411 OLD CROSSING DR | PIKESVILLE | MD | 21208 | PC | SYNOGOGUE | $1,500 |
| AHAVAS YISRAEL CHARITY FUND | ||||||
| 115 SUDBROOK LANE SUITE E | BALTIMORE | MD | 21208 | PC | TO FEED THOSE WHO ARE HUNGRY IN BALTIMORE PROVIDE BASIC LIVING EXPENSES TO PERSONS IN NEED IN BALTIMORE | $6,300 |
| ALEPH INSTITUTE | ||||||
| 5804 BEACON ST | PITTSBURGH | PA | 15217 | PC | COMMUNITY ASSISTANCE | $5,000 |
| AMERICAN FRIENDS OF KOIDENOV INC | ||||||
| 6301 LINCOLN AVE | BALTIMORE | MD | 21209 | PC | JEWISH SUPPORT SERVICES | $1,000 |
| AMERICAN FRIENDS OF RAMAT BET SHEMESH | ||||||
| 285 DEWEY AVE | LAKEWOOD | NJ | 08701 | PC | ASSISTANCE TO EDUCATIONAL INSTITUTIONS AND GRANTS TO INDIGENT SCHOLARS | $3,000 |
| AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC | ||||||
| 1266 W PACES FERRY RD 615 | ATLANTA | GA | 30327 | PC | SUPPORTING THE DEVELOPMENT OF ISRAEL'S POLICY AND LEGISLATION | $200,000 |
| AMERICAN FRIENDS OF YESHIVA OF KODSHIM | ||||||
| 7901 21ST AVE | BROOKLYN | NY | 11214 | PC | SUPPORT EDUCATION IN ISRAEL, SPECIFICALLY RELATED TO RELIGION | $15,000 |
| AMERICAN FRIENDS OF YESHIVAT TIFRACH | ||||||
| 246 ENCLAVE BLVD | LAKEWOOD | NJ | 08701 | PC | TO PROMOTE BIBLE AND TALMUD STUDY | $4,000 |
| AMERICAN JEWISH JOINT DISTRIBUTIONCOMMITTEE INC | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | INTERNATIONAL SUPPORT | $1,026,000 |
| ARUGATH HABOSEM | ||||||
| 183 WILMSON ST | BROOKLYN | NY | 11211 | PC | JEWISH SUPPORT SERVICES | $45,000 |
| ASSOCIATED CATHOLIC CHARITIES | ||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | PROVIDES CARE AND SERVICES TO IMPROVE THE LIVES OF MARYLANDERS IN NEED | $75,000 |
| BAIS LUBAVITCH | ||||||
| PO BOX 153 | GETZVILLE | NY | 14068 | PC | JEWISH SUPPORT SERVICES | $9,000 |
| BAIS TOVA | ||||||
| 555 OAK ST | LAKEWOOD | NJ | 08701 | PC | JEWISH SCHOOL | $10,000 |
| BAIS YAAKOV SCHOOL FOR GIRLS | ||||||
| 6302 SMITH AVE | BALTIMORE | MD | 21209 | PC | JEWISH SCHOOL FOR GIRLS | $55,000 |
| BALITMORE COUNTY MARYLAND | ||||||
| 400 WASHINGTON AVENUE | TOWSON | MD | 21204 | GOV | RAPE KIT PROCESSING | $38,198 |
| BALTIMORE ABORTION FUND | ||||||
| 1323 N CALVERT ST STE A | BALTIMORE | MD | 21202 | PC | FINANCIAL ASSISTANCE AND LOGISTICAL SUPPORT TO PEOPLE RECEIVING MD ABORTION CARE | $25,000 |
| BALTIMORE ANIMAL RESCUE & CARE SHELTER | ||||||
| 2490 GILES ROAD | BALTIMORE | MD | 21225 | PC | ANIMAL SHELTER AND ADOPTION CENTER | $50,000 |
| BALTIMORE HUNGER PROJECT | ||||||
| 9596 DEERECO ROAD | TIMONIUM | MD | 21093 | GOV | ELIMINATING CHILDHOOD HUNGER | $75,000 |
| BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21210 | PC | ANNUAL FUND | $170,000 |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | ENHANCING MARYLAND AS A CENTER OF CULTURAL VITALITY AND IMPORTANCE | $25,000 |
| BETH SHOLOM CONGREGATION ANDTALMUD TORAH | ||||||
| 11825 SEVEN LOCKS RD | POTOMAC | MD | 20854 | PC | JEWISH COMMUNITY CENTER | $2,000 |
| BINYAN YISROEL INC | ||||||
| 7310 WALLIS AVE | PIKESVILLE | MD | 21208 | PC | JEWISH SCHOOL | $20,000 |
| BLACK WOMEN BUILD - BALTIMORE | ||||||
| PO BOX 16564 | BALTIMORE | MD | 21217 | PC | COMMUNITY DEVELOPMENT | $60,000 |
| BMG | ||||||
| 601 PRIVATE WAY | LAKEWOOD | NJ | 08701 | PC | JEWISH SUPPORT SERVICES | $5,000 |
| B'NAI ISRAEL CONGREGATION OF BALTIMORE | ||||||
| 27 LLOYD STREET | BALTIMORE | MD | 21202 | PC | SYNOGOGUE | $30,000 |
| BNAI-NU INC | ||||||
| 1212 REISTERSTOWN ROAD SUITE 100 | BALTIMORE | MD | 21208 | PC | JEWISH SUPPORT SERVICES | $3,500 |
| B'NOS YISROEL OF BALTIMORE | ||||||
| 6300 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | JEWISH GIRLS' SCHOOL | $20,000 |
| BOLTON STREET SYNAGOGUE | ||||||
| 212 W COLD SPRING LN | BALTIMORE | MD | 21210 | PC | SYNOGOGUE | $5,000 |
| BOYS & GIRLS CLUBS OF METRO BALTIMORE | ||||||
| 1201 S SHARP STREET SUITE 302 | BALTIMORE | MD | 21230 | PC | COMMUNITY ASSISTANCE | $150,000 |
| BOYS TOWN JERUSALEM FDN OF AMERICA INC | ||||||
| 209 W 29TH STREET 6250 | NEW YORK | NY | 10001 | PC | SCHOLARSHIP FUND | $16,800 |
| BRIDGES BALTIMORE | ||||||
| 540 E BELVEDERE AVE STE 201 | BALTIMORE | MD | 21212 | PC | YOUTH ASSISTANCE | $100,000 |
| CASH CAMPAIGN OF MARYLAND | ||||||
| 575 S CHARLES ST STE 500 | BALTIMORE | MD | 21201 | PC | ECONOMIC ADVANCEMENT | $25,000 |
| CENTRAL SCHOLARSHIP | ||||||
| 6 PARK CENTER COURT SUITE 211 | OWINGS MILLS | MD | 21117 | PC | HIGHER EDUCATION SCHOLARSHIPS | $50,000 |
| CHABAD AT PITTSBURGH | ||||||
| 215 LYTTON AVENUE | PITTSBURGH | PA | 15213 | PC | JEWISH SCHOOLS | $5,000 |
| CHABAD ISRAELI CENTER OFBALTIMORE INC | ||||||
| 7807 SEVEN MILE LN | PIKESVILLE | MD | 21208 | PC | JEWISH COMMUNITY CENTER | $10,000 |
| CHABAD JOHNS HOPKINS | ||||||
| 3701 NORTH CHARLES ST | BALTIMORE | MD | 21218 | PC | SUPPORT FOR JEWISH STUDENTS AT HOPKINS | $36,000 |
| CHABAD LUBAVITCH OF DOWNTOWN | ||||||
| 1107 SOUTH HIGH STREET | BALTIMORE | MD | 21202 | PC | JEWISH COMMUNITY CENTER | $8,000 |
| CHABAD LUBAVITCH OF THEPOCONOS INC | ||||||
| 203 FREDA DR | STROUDSBURG | PA | 18360 | PC | JEWISH COMMUNITY CENTER | $3,000 |
| CHABAD OF CORVALLIS | ||||||
| 1370 CORWLEY AVE SE | SALEM | OR | 97330 | PC | JEWISH COMMUNITY CENTER | $10,000 |
| CHABAD OF DOWNTOWN BALTIMORE INC | ||||||
| 748 SUSSEX CT | SYKESVILLE | MD | 21784 | PC | JEWISH COMMUNITY CENTER | $500 |
| CHABAD OF GLEN COVE | ||||||
| 1447 CEDAR SWAMP RD | GLEN HEAD | NY | 11545 | PC | JEWISH COMMUNITY CENTER | $15,000 |
| CHABAD OF SUNNY ISLES BEACH | ||||||
| 18701 N BAY RD | SUNNY ISLES BEACH | FL | 33160 | PC | JEWISH COMMUNITY CENTER | $1,000 |
| CHABAD PARK HEIGHTS | ||||||
| 3402 CLARKS LANE | BALTIMORE | MD | 21215 | PC | JEWISH PRE-SCHOOL AND ELEMENTARY | $39,600 |
| CHANICHEI HAYESHIVOS | ||||||
| 1173 ROBIN DRIVE | LAKEWOOD | NJ | 08701 | PC | SYNOGOGUE | $2,000 |
| CHAZAK VEMATZ CONGREGATION INC | ||||||
| 3407 TANEY RD | BALTIMORE | MD | 21215 | PC | SYNOGOGUE | $5,000 |
| CHEDER CHABAD | ||||||
| 5713 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PC | JEWISH ELEMENTARY SCHOOL | $40,000 |
| COLEL CHABAD | ||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PC | JEWISH COMMUNITY CENTER | $1,500 |
| COLLEGEBOUND FOUNDATION | ||||||
| 2601 SOUTH HOWARD STREET SUITE 210 | BALTIMORE | MD | 21218 | PC | SUPPORTS POSTSECONDARY EDUCATION IN BALTIMORE CITY PUBLIC SCHOOLS | $100,000 |
| COMMUNITY KOLLEL OF BALTIMORE | ||||||
| 3800 LABYRINTH RD | BALTIMORE | MD | 21215 | PC | JEWISH EDUCATION AND SUPPORT FOR BOYS | $13,000 |
| CONGREGATION BNEI YEHUDA | ||||||
| 825 FOREST AVE APT 23C | LAKEWOOD | NJ | 08701 | PC | TEMPLE | $2,000 |
| CONGREGATION DERECH CHAIM INC | ||||||
| 6618 PEBBLE BROOKE ROAD | BALTIMORE | MD | 21209 | PC | SYNOGOGUE | $25,000 |
| CONGREGATION KOLLEL ZICHRON BINYAMIN YOSEF INC | ||||||
| 681 RIVER AVE STE 2C | LAKEWOOD | NJ | 08701 | PC | SYNAGOGUE | $10,000 |
| CONGREGATION OF BIRCHAS CHAIM | ||||||
| 1111 VINE AVE | LAKEWOOD | NJ | 08701 | PC | JEWISH SUPPORT SERVICES | $3,000 |
| CONGREGATION SHAREI YERUSHALAYIM | ||||||
| 3207 MARNAT RD | BALTIMORE | MD | 21208 | PC | SYNOGOGUE | $8,000 |
| CONGREGATION ZICHRON YISROEL INC | ||||||
| 121 E 9TH ST | LAKEWOOD | NJ | 08701 | PC | SYNOGOGUE | $10,000 |
| ENOCH PRATT FREE LIBRARY | ||||||
| 400 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | ANNUAL BOARD FUND | $128,000 |
| ETZ CHAIM CENTER | ||||||
| 3702 FORDS LANE | BALTIMORE | MD | 21215 | PC | JEWISH COMMUNITY CENTER | $9,000 |
| EZRAS ISRAEL INC | ||||||
| PO BOX 2281 | ROCKVILLE | MD | 20847 | PC | SYNOGOGUE | $10,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||
| 800 NORTH CHARLES ST SUITE 400 | BALTIMORE | MD | 21201 | PC | COMMUNITY ASSISTANCE | $100,000 |
| GREENLIGHT FUND | ||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | COMMUNITY ASSISTANCE | $10,000 |
| GREENSPRING VALLEY SYNAGOGUE AND CENTER | ||||||
| 6214 PIMLICO RD | BALTIMORE | MD | 21209 | PC | SYNAGOGUE | $5,000 |
| HABITAT FOR HUMANITY OF THE CHESAPEAKE | ||||||
| 3741 COMMERCE DRIVE SUITE 309 | BALTIMORE | MD | 21227 | PC | AFFORDABLE HOUSING | $100,000 |
| HACHNOSOS ORCHIM - BALTIMORE INC | ||||||
| 6307 WIRT AVE | BALTIMORE | MD | 21215 | PC | HOUSING FOR MEDICAL AND NEEDY | $1,000 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS | ||||||
| 303 E WACKER DR SUITE 2300 | CHICAGO | IL | 60601 | PC | INTERNATIONAL SUPPORT FOR CHRISTIANS AND JEWS | $36,000 |
| JEWELS SCHOOL | ||||||
| 31 WALKER AVE | PIKESVILLE | MD | 21208 | PC | JEWISH SCHOOLING | $11,000 |
| JEWISH CARING NETWORK | ||||||
| 122 SLADEAVENUE SUITE 100A | BALTIMORE | MD | 21208 | PC | COMMUNITY ASSISTANCE | $3,000 |
| JEWISH CONTENT INC | ||||||
| 59 MONTEBELLO RD | SUFFERN | NY | 10901 | PC | JEWISH EDUCATIONAL MATERIALS | $1,500 |
| JEWISH UNIFORMED SERVICEASSOCIATION OF MARYLAND | ||||||
| 2316 SUGARCONE RD | BALTIMORE | MD | 21209 | PC | SUPPORT FOR RETIRED JEWISH LAW ENFOREMENT OFFICERS | $3,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | PC | EDUCATION | $250,000 |
| KAMENITZER YESHIVA OF JERUSALEM | ||||||
| 1000 CROSS ST | LAKEWOOD | NJ | 08701 | PC | RELIGIOUS EDUCATION | $5,000 |
| KEREN HACHESED | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | PC | COMMUNITY ASSISTANCE | $4,500 |
| KHAL CHASSIDIM OF BALTIMORE | ||||||
| 6004 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PC | SYNAGOGUE | $5,000 |
| KOLLEL HAMICHANCHIM | ||||||
| 3708 W STRATHMORE AVE | BALTIMORE | MD | 21215 | PC | COMMUNITY ASSISTANCE | $20,000 |
| KOLLEL INTERNATIONAL INC | ||||||
| 212 CENTRAL AVE | LAKEWOOD | NJ | 08701 | PC | COMMUNITY ASSISTANCE | $63,000 |
| LET'S GO BOYS & GIRLS INC | ||||||
| 574 RITCHIE HWY SUITE E-193 | SEVERNA PARK | MD | 21146 | PC | YOUTH EDUCATION | $40,000 |
| LIFEBRIDGE HEALTH | ||||||
| 2401 W BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | MEDICAL SYSTEM SUPPORT | $100,000 |
| LUBAVITCH OF HOWARD COUNTY | ||||||
| 770 HOWES LN | COLUMBIA | MD | 21044 | PC | JEWISH COMMUNITY CENTER | $5,000 |
| MESILAT YESHARIM INC IN-CARE-OF MOSHE HARIR | ||||||
| 2112 E 4TH ST | BROOKLYN | NY | 11223 | PC | HOSPITAL CARE | $5,000 |
| MESIVTA N'EIMUS HATORAH | ||||||
| 6104 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PC | JEWISH SCHOOL | $5,000 |
| MESIVTA SHAAREI CHAIM CORP | ||||||
| 3704 MENLO DR | BALTIMORE | MD | 21215 | PC | SECONDARY EDUCATION | $15,000 |
| NACHLAS HATORAH | ||||||
| 3917 W STRATHMORE AVE | BALTIMORE | MD | 21215 | PC | SYNOGOGUE | $1,500 |
| NER ISRAEL RABBINICAL COLLEGE | ||||||
| 400 MT WILSON LN | BALTIMORE | MD | 21215 | PC | RABBINICAL COLLEGE | $55,000 |
| OHR MENACHEM JEWISH CENTER INC | ||||||
| 3701 N CHARLES ST | BALTIMORE | MD | 21218 | PC | JEWISH COMMUNITY CENTER | $100,000 |
| PARKS & PEOPLE FOUNDATION | ||||||
| 2100 LIBERTY HEIGHTS AVENUE | BALTIMORE | MD | 21217 | PC | CONSERVATION | $60,000 |
| PLANNED PARENTHOOD OF MD | ||||||
| 330 NORTH HOWARD STREET | BALTIMORE | MD | 21201 | PC | REPRODUCTIVE HEALTHCARE | $100,000 |
| PROJECT EZRA | ||||||
| 25 HOOKS LN STE 312 | PIKESVILLE | MD | 21208 | PC | COMMUNITY ASSISTANCE | $4,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | PC | PHILANTHROPIC SUPPORT | $500,000 |
| SEASON OF JUSTICE | ||||||
| 49 BOONE VILLAGE 251 | INDIANAPOLIS | IN | 46077 | PC | PROVIDES FUNDING TO INVESTIGATIVE AGENCIES | $165,000 |
| SHALVAT CHAYIM | ||||||
| 1375 CONEY ISLAND AVE 113 | BROOKLYN | NY | 11230 | PC | GROUP HOMES FOR THE MENTALLY CHALLENGED IN ISRAEL | $1,000 |
| SHEMA ISRAEL CENTER INC | ||||||
| 3923 BANCROFT ROAD | BALTIMORE | MD | 21215 | PC | JEWISH AWARENESS ACTIVITIES | $2,500 |
| SHOMREI MISHMERES HAKODESH | ||||||
| 2821 W STRATHMORE AVE | BALTIMORE | MD | 21209 | PC | CONGREGATION SUPPORT | $3,000 |
| SHORESH INC | ||||||
| 3723 OLD COURT RD STE 206 | BALTIMORE | MD | 21208 | PC | JEWISH SUPPORT SERVICES | $250 |
| SISTER'S CIRCLE | ||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | PC | SUPPORT FOR YOUNG WOMEN | $20,000 |
| SOUTHEAST COMMUNITY DEVELOPMENT CENTER | ||||||
| 3323 EASTERN AVE STE 200 | BALTIMORE | MD | 21224 | PC | COMMUNITY SUPPORT | $40,000 |
| SPRING BOARD COMMUNITY SERVICES | ||||||
| 4623 FALLS RD | BALTIMORE | MD | 21209 | PC | COMMUNITY ASSISTANCE | $80,000 |
| ST AMBROSE HOUSING AID CENTER INC | ||||||
| 321 E 25TH STREET | BALTIMORE | MD | 21218 | PC | CREATE EQUAL HOUSING OPPORTUNITIES | $100,000 |
| TALMUDICAL ACADEMY OF BALTIMORE INC | ||||||
| 4445 OLD COURT ROAD | PIKESVILLE | MD | 21208 | PC | SCHOLARSHIP CONTRIBUTION | $55,000 |
| TASHBAR | ||||||
| 3419 OLD COURT RD | BALTIMORE | MD | 21208 | PC | JEWISH EDUCATION | $20,000 |
| THE ASSOCIATED | ||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | PC | ANNUAL FUND | $810,000 |
| THE ROHR CHABAD JEWISH CENTER AT TOWSON | ||||||
| 14 AIGBURTH RD | TOWSON | MD | 21286 | PC | JEWISH STUDENT CENTER | $7,500 |
| THE SAMARITAN COMMUNITY | ||||||
| 1407 BOLTON ST | BALTIMORE | MD | 21217 | PC | COMMUNITY ASSISTANCE | $100,000 |
| THE UNITED WAY OF CENTRAL MARYLAND INC | ||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 21230 | PC | COMMUNITY ASSISTANCE | $25,000 |
| TIZMORET INC | ||||||
| 2430 MILITARY ROAD 317 | NIAGARA FALLS | NY | 14304 | PC | JEWISH GIRLS' ART CAMP | $1,500 |
| TORAH INSTITUTE OF BALTIMORE | ||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | PC | RELIGIOUS SCHOOL SCHOLARSHIP PROGRAM | $55,000 |
| TORAH SCHOOLS FOR ISRAEL | ||||||
| 1607 45TH ST STE A | BROOKLYN | NY | 11204 | PC | JEWISH EDUCATION | $5,000 |
| TURNAROUND INC | ||||||
| 8503 LASALLE ROAD FL 2 | TOWSON | MD | 21286 | PC | SUPPORT SERVICES | $67,871 |
| TZEIREI ANASH | ||||||
| 6706 CROSS COUNTRY BLVD | BALTIMORE | MD | 21215 | PC | SYNAGOGUE | $1,000 |
| UMB FOUNDATION | ||||||
| 220 ARCH ST 13TH FLOOR | BALTIMORE | MD | 21201 | PC | EDUCATION | $50,000 |
| VANDERBILT COLLEGE - CHABAD | ||||||
| 111 23RD AVE N | NASHVILLE | TN | 37203 | PC | JEWISH COMMUNITY CENTER | $4,000 |
| WEEKEND BACKPACKS | ||||||
| PO BOX 21486 | BALTIMORE | MD | 21282 | PC | COMMUNITY ASSISTANCE | $10,000 |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | ||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | PC | PROVIDE AND ADVOCATE FOR AFFORDABLE HEALTHCARE | $100,000 |
| YAD L ACHIM PEYLEI ISRAEL | ||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | PC | OUTREACH AGAINST CONVERSION | $1,000 |
| YAD MENACHEM | ||||||
| 1469 PRESIDENT ST APT 30 | BROOKLYN | NY | 11213 | PC | TUITION ASSISTANCE | $1,000 |
| YESHIVA AND MESIVTA OF BALTIMORE | ||||||
| 6823 OLD PIMLICO ROAD | BALTIMORE | MD | 21209 | PC | JEWISH SCHOOL | $6,100 |
| YESHIVA BAIS MOSHE | ||||||
| 201 E 5TH ST | LAKEWOOD | NJ | 08701 | PC | JEWISH SCHOOL | $5,000 |
| YESHIVA GEDOLAH KNESSES BAIS YISROEL | ||||||
| 1731 RIDGE AVE | LAKEWOOD | NJ | 08701 | PC | JEWISH SCHOOL | $5,000 |
| YESHIVA ORCHOS CHAIM INC | ||||||
| 410 OBERLIN AVE S | LAKEWOOD | NJ | 08701 | PC | JEWISH EDUCATION | $3,000 |
| YESHIVAS LUBAVITCH OF BALTIMOREINC | ||||||
| 6702 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PC | JEWISH COMMUNITY CENTER | $65,000 |
| YESHIVAS MIR YERUSHALAYIM | ||||||
| 5227 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | PC | JEWISH SCHOOL | $7,500 |
| YESHIVAS OHR YISSOCHOR ACADEMY | ||||||
| PO BOX 1003 | LAKEWOOD | NJ | 08710 | PC | JEWISH EDUCATION | $300,000 |
| YESHIVAS TORAS CHAIM | ||||||
| 3913 PINKNEY ROAD | BALTIMORE | MD | 21225 | PC | JEWISH SCHOOL | $9,000 |
| YESHIVAS TORAS SIMCHA | ||||||
| 110 SUDBROOK LANE | PIKESVILLE | MD | 21208 | PC | CONGREGATION SUPPORT | $3,000 |
| YESODEI HATORAH OF BALTIMORE | ||||||
| 2509 SUMMERSON ROAD | BALTIMORE | MD | 21209 | PC | JEWISH SCHOOL | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,648,119 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $74,585 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $650,029 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $306 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $606,753 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $26,600 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,645 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$78,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $99,846 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,479,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,579,268 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE WHITING-TURNER CONTRACTING COMPANY | ||||||
| 1 | 300 E JOPPA ROAD 8TH FLOOR | BALTIMORE | MD | 21286 | $3,948,843 | Yes (X) |
| LILLIAN HACKERMAN CHARITABLE LEAD TRUST | ||||||
| 2 | 300 E JOPPA ROAD 8TH FLOOR | BALTIMORE | MD | 21286 | $21,318,727 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $69,969 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA JR SUBORDINATED 6.1% | $53,305 | $49,422 |
| BANK OF AMERICA JR SUBORDINATED 6.5% | $52,984 | $49,767 |
| BANK OF AMERICA CORP 6% | $497,500 | $501,080 |
| BANK OF AMERICA CORP DEP SHS REP 1/25TH NON-CUM SER TT | $150,938 | $148,475 |
| GOLDMAN SACHS 4.25% | $100,028 | $98,167 |
| GOLDMAN SACHS 5% | $298,950 | $299,280 |
| GOLDMAN SACHS 6.125% | $496,250 | $491,715 |
| JP MORGAN CHASE FINL SER R PERPETUAL NOTE 6.0% | $50,506 | $50,438 |
| JP MORGAN CHASE 5.1% | $249,975 | $242,263 |
| JP MORGAN CHASE 6% | $198,600 | $200,744 |
| MORGAN STANLEY 6.5% | $203,758 | $209,360 |
| CITIGROUP 5% | $199,000 | $196,206 |
| CITIGROUP 7.375% | $101,000 | $101,213 |
| WELLS FARGO 5.875% | $158,733 | $148,581 |
| WELLS FARGO 6% | $495,000 | $504,205 |
| BANK OF AMERICA SUBORDINATED 4.0% | $99,893 | $98,660 |
| GOLDMAN SACHS GROUP INC 4.25& | $100,300 | $98,167 |
| BANK OF AMERICA 1/25TH 6.125% | $150,938 | $148,475 |
| GS FINANCE CORP BAR-MLN-SPX | $531,368 | $558,900 |
| GS FINANCE CORP MLN COMMODITY BASKET | $639,887 | $575,640 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $67,793 | $188,582 |
| AMAZON.COM INC | $159,104 | $197,522 |
| APPLE, INC | $176,477 | $385,060 |
| BERKSHIRE HATHAWAY INC DEL CL B | $213,287 | $249,662 |
| COCA COLA | $246,778 | $247,860 |
| CONSTELLATION BRANDS INC | $178,343 | $207,422 |
| DEERE& CO | $239,481 | $263,514 |
| GOLDMAN SACHS ETF TRUST | $336,581 | $388,561 |
| HOME DEPOT | $235,170 | $304,964 |
| INVESCO SP500 EQUAL WEIGHT ETF | $226,950 | $236,700 |
| IQVIA HOLDINGS INC | $116,466 | $138,134 |
| MASTERCARD | $233,110 | $281,497 |
| MICROSOFT | $242,138 | $526,456 |
| SALESFORCE | $136,212 | $202,618 |
| T ROWE PRICE DIVIDEND GROWTH FUND INC | $223,431 | $284,291 |
| UNITEDHEALTH GROUP INC | $178,395 | $194,794 |
| VANGUARD DIVIDEND GROWTH | $261,109 | $326,500 |
| VANGUARD GROWTH ETF | $372,690 | $509,843 |
| VANGUARD INDEX TOTAL STOCK MARKET ETF | $553,084 | $830,270 |
| VANGUARD VALUE ETF | $175,820 | $183,287 |
| WALT DISNEY CO | $183,416 | $153,493 |
| WALMART INC | $140,630 | $157,650 |
| VISA | $272,297 | $390,525 |
| CISCO SYSTEMS INC | $124,566 | $136,404 |
| ISHARES RUSSELL 1000 GROWTH ETF | $396,315 | $505,688 |
| ISHARES CORE DIVIDEND GROWTH ETF | $397,172 | $430,560 |
| ISHARES CORE S&P 500 ETF | $1,094,854 | $1,385,127 |
| ISHARES CORE S&P U.S. VALUE ETF | $232,366 | $272,470 |
| ISHARES MSCI USA QUALITY FACTOR ETF | $452,619 | $514,990 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $205,817 | $221,640 |
| MCDONALD'S CORP | $245,769 | $298,289 |
| MERCK & CO INC | $136,323 | $141,726 |
| PEPSI INC | $93,845 | $106,150 |
| PFIZER INC | $123,170 | $82,714 |
| VANGUARD DIVIDEND APPRECIATION ETF | $325,403 | $367,382 |
| VANGUARD STAR FUND | $337,274 | $347,760 |
| ABBVIE INC | $33,215 | $47,266 |
| APPLE INC | $37,537 | $52,946 |
| BERKSHIRE HATHAWAY INC DEL CL B | $42,920 | $42,799 |
| CISCO SYSTEMS INC | $36,665 | $35,364 |
| COCA COLA COMPANY | $37,758 | $41,251 |
| CONSTELLATION BRANDS INC CLA | $24,907 | $25,142 |
| GOLDMAN SACHS ETF TRUST | $101,693 | $112,572 |
| ISHARES CORE S&P 500 ETF | $156,938 | $191,052 |
| ISHARES RUSSELL 1000 ETF | $111,993 | $118,017 |
| ISHARES CORE DIVIDEND GROWTH ETF | $99,198 | $107,640 |
| MCDONALDS CORP | $31,065 | $38,546 |
| MICROSOFT CORP | $41,943 | $58,286 |
| UNION PACIFIC CORP | $24,539 | $27,018 |
| VANGUARD INDEX FUNDS VANGUARD VALUE ETF | $110,397 | $119,600 |
| VISA INC CL A COMMON STOCK | $38,942 | $44,260 |
| VANGUARD DIVIDEND GROWTH | $107,873 | $103,244 |
| GS FINANCE CORP BA-GEARS SPX 4/28/28 | $500,000 | $531,500 |
| GS FINANCE CORP BA-GEARS INTL BASKET 4/28/28 | $500,000 | $521,500 |
| GS FINANCE CORP TA-GEARS RTY | $500,000 | $520,500 |
| CANADIAN IMPERIAL BANK CA-GEARS SPY | $500,000 | $599,215 |
| CANADIAN IMPERIAL BANK L/O TC-CYN RTY SPX SX5E | $500,000 | $499,100 |
| BARCLAYS BANK PLC | $500,000 | $502,500 |
| MORGAN STANLEY FINANCE T-SS INTL BASKET | $500,000 | $583,250 |
| MORGAN STANLEY FINANCE T-SS SPX 8/18/27 | $500,000 | $541,750 |
| MORGAN STANLEY FINANCE TAR-SS MXEF 8/18/27 | $500,000 | $495,800 |
| MORGAN STANLEY FINANCE TSS SPX 9/30/27 | $250,000 | $313,375 |
| MORGAN STANLEY FINANCE TAR-SS INTL BASKET | $250,000 | $291,625 |
| MORGAN STANLEY FINANCE TAR-SS MXEF 9/30/27 | $250,000 | $286,075 |
| MORGAN STANLEY FINANCE TAR-SS MXEF 2/29/28 | $500,000 | $515,500 |
| MORGAN STANLEY FINANCE T-GEARS INTL BASKET 06/30/2032 | $500,000 | $546,500 |
| MORGAN STANLEY FINANCE TA-GEARS SPX 05/05/28 | $500,000 | $531,750 |
| MORGAN STANLEY FINANCE TA-GEARS SPX 05/16/2030 | $500,000 | $531,750 |
| JPMORGAN CHASE FINANCIAL C-GEARS SPX | $500,000 | $567,500 |
| JPMORGAN CHASE FINANCIAL TA-GEARS INTL BASKET 6/21/28 | $750,000 | $746,250 |
| UBS AG C-GEARS RTY 4/30/24 | $500,000 | $546,500 |
| UBS AG C-GEARS INTL BASKET | $500,000 | $571,000 |
| UBS AG C-GEARS RTY 8/30/24 | $550,000 | $587,950 |
| BOFA FINANCE LLC L/O TC-CYN RTY SPX SX5E 5/16/25 | $500,000 | $501,500 |
| BOFA FINANCE LLC L/O TC-CYN RTY SPX SX5E 9/9/26 | $500,000 | $498,000 |
| BOFA FINANCE LLC L/O TC-CYN RTY SPX SX5E 10/25/28 | $1,000,000 | $1,034,000 |
| BNP PARIBAS BA-GEARS SPX | $500,000 | $495,900 |
| BNP PARIBAS BA-GEARS RTY 12/31/26 | $500,000 | $496,550 |
| BNP PARIBAS BA-GEARS RTY 07/20/28 | $1,000,000 | $1,039,000 |
| BNP PARIBAS TA-GEARS INTL BASKET | $1,000,000 | $993,000 |
| BOFA FINANCE LLC L/O TC-CYN RTY SPX SX5E 2/12/27 | $1,000,000 | $998,000 |
| BARCLAYS BANK PLC TAR-SS INTL BASKET 2/29/28 | $500,000 | $524,000 |
| ROYAL BANK OF CANADA GEARS NKY | $750,000 | $818,250 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,852,099 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,868,698 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN EXCHANGE TRADE FUND TRUST JP MORGAN EQUITY | AT COST | $485,100 | $488,827 |
| PROLOGIS INC | AT COST | $116,278 | $131,567 |
| JP MORGAN EXCHANGE TRADE FUND TRUST JP MORGAN EQUITY PREMIUM ETF | AT COST | $148,228 | $148,446 |
| BREVAN HOWARD ALPHA STRATEGIES FD LP | AT COST | $1,022,752 | $1,018,520 |
| ARES PRIVATE MARKETS FUND INVESTED | AT COST | $2,980,568 | $2,950,568 |
| ICAPITAL APOLLO ALIGNED ALTS ACCESS FD | AT COST | $1,004,952 | $1,033,850 |
| KKR PRIVATE EQUITY CONGLOMERATE LLC | AT COST | $1,006,693 | $1,029,320 |
| CIBUS ANNA FUND II LP | AT COST | $179,005 | $179,005 |
| ICAPITAL-BREP X OFFSHORE ACCESS FD LP | AT COST | $66,024 | $66,024 |
| PORTFOLIO ADVISORS PVT EQUITYFUND 2022 | AT COST | $1,150,315 | $1,150,315 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,760 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $325,880 | $197,514 | $0 |
| INVESTMENT INTEREST | $10,982 | $885 | $0 |
| BANK FEES | $68,118 | $68,118 | $0 |
| OFFICE EXPENSE | $193 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME - UBS | $282,725 | $282,725 | $282,725 |
| OTHER INVESTMENT INCOME - ALTERNATIVE INVESTMENTS | $18,439 | $18,439 | $18,439 |
| OTHER INVESTMENT INCOME - ALTERNATIVE INVESTMENTS - UBTI | $26,600 | $0 | $26,600 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK / TAX ADJUSTMENT | $34,318 |
| PRIOR PERIOD ADJUSTMENT | $2,549 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $101,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $101,500 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| THE WHITING-TURNER CONTRACTING COMPANY | |||
| 300 E JOPPA ROAD 8TH FLOOR | TOWSON | MD | 21286 |
| LILLIAN HACKERMAN CHARITABLE LEAD TRUST | |||
| 300 E JOPPA ROAD 8TH FLOOR | TOWSON | MD | 21286 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,292 | $0 | $0 |
| UBIT | $15,158 | $0 | $0 |
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