GOLDSMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GOLDSMITH FAMILY FOUNDATION INC (EIN 52-1714353)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-30
- IRS object ID
- 202320309349100302
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-30T08:46:32-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520963432 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ & SHRAMKO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN ROAD 430 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521714353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDSMITH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 4104849292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN ROAD 430 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN BERKOWITZ | PersonNm |
| Person Title | SEC/TREAS | PersonTitleTxt |
| Phone | 4104847700 | PhoneNum |
| Signature | 2023-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | BERKOWITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN BERKOWITZ CPA | PreparerPersonNm |
| PTIN | P00365894 | PTIN |
| Phone | 4104847700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,342,350 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $244,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,601 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $277,601 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $539,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,954 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,673 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,673 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,824 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,824 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,138 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $515 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,420 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,420 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $183,386 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $169,419 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,967 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $280,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $195,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $938,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $938,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,219,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $195,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,023,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$679,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $344,397 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,979 | CashBOYAmt |
| Cash EOY | $25,414 | CashEOYAmt |
| Cash EOYFMV | $25,414 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,471,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,188,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,188,627 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,211,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,813,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,128,309 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,562 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $12,733,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,027,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,342,350 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $229 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,003,564 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,003,564 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,270,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,975,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,732,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,027,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,733,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,027,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,732,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$679,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,053,675 | SubtotalAmt |
| Other Decreases | $25,730 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,027,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|
| BERNSTEIN | $238,066 | $238,066 |
| GARDNER LEWIS | $355,930 | $355,930 |
| MORGAN STANLEY | -$429,600 | -$429,600 |
| PNC | $113,205 | $113,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,601 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $31 | EsPenaltyAmt |
| Overpayment | $20,182 | OverpaymentAmt |
| Applied To ES Tax | $20,182 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GOLDSMITHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN BERKOWITZ | IndividualWithBooksNm |
| Phone | 4104847700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN RD 430 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | 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 |
|---|---|---|---|---|---|---|---|---|
| BETH GOLDSMITH | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | PRESIDENT | 30.00 | $0 | $0 | $0 |
| ALAN BERKOWITZ | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | SEC/TREASURER | 5.00 | $20,000 | $0 | $0 |
| RAYMOND ALTMAN | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | VICE PRESIDENT | 5.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $21,146,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,674,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,821,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,821,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,479,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,123,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,123,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,787 | TotalTaxAmt |
| Distributable Before Adj | $1,119,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,119,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,119,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,023,699 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,023,699 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,119,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $64,587 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $582,127 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,395 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $844,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,023,699 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,023,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $95,466 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $95,466 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $748,643 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $748,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $551,248 | ExcessFromYear2Amt |
| Excess From Year1 | $197,395 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH GOLDSMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN RD 430 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4104849292 | RecipientPhoneNum |
| Form And Info And Materials | LETTER INDICATING AMOUNT AND PURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF NEVE SHALOM | ||||||
| 12925 RIVERSIDE DRIVE | GLENDALE | CA | 91203 | NONE | GENERAL | $1,000 |
| ARTS FOR LEARNING MARYLAND | ||||||
| 21 E NORTH AVENUE | BALTIMORE | MD | 21202 | NONE | GENERAL | $5,000 |
| ASPEN BUDDY PROGRAM | ||||||
| 110 E HALLAM STREET | ASPEN | CO | 81611 | NONE | GENERAL | $50,000 |
| ASPEN JEWISH CONGREGATION | ||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | NONE | GENERAL | $1,800 |
| ASPEN YOUTH CENTER | ||||||
| P O BOX 8266 | ASPEN | CO | 81612 | NONE | GENERAL | $500 |
| BAIS YAAKOV SCHOOL FOR GIRLS | ||||||
| 6300 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | GENERAL | $1,800 |
| BALTIMORE HUNGER PROJECT | ||||||
| 1829 REISTERSTOWN ROAD | BALTIMORE | MD | 21208 | NONE | GENERAL | $15,000 |
| BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | GENERAL | $10,000 |
| BALTIMORE SCHOOL FOR THE ARTS | ||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $15,000 |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $25,000 |
| BNOS YISROEL OF BALTIMORE | ||||||
| 6300 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | GENERAL | $1,800 |
| BUILDING STEPS | ||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 21093 | NONE | GENERAL | $15,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | GENERAL | $1,000 |
| CENTER STAGE | ||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $10,000 |
| CHABAD ASPEN | ||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | GENERAL | $1,800 |
| CHAI | ||||||
| 5721 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21201 | NONE | GENERAL | $40,000 |
| CHIZUK AMUNO | ||||||
| 8100 STEVENSON ROAD | BALTIMORE | MD | 21208 | NONE | GENERAL | $89,700 |
| CITY NEIGHBORS FOUNDATION | ||||||
| 4301 RASPE AVENUE | BALTIMORE | MD | 21206 | NONE | GENERAL | $10,000 |
| COLLEGE BOUND FOUNDATION | ||||||
| 300 WATER STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $20,000 |
| CREATIVE ALLIANCE AT THE PATTERSON | ||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | GENERAL | $7,500 |
| DYSLEXIA TUTORING PROGRAM | ||||||
| 711 W 40TH STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $5,000 |
| ENOCH PRATT FREE LIBRARY | ||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $5,000 |
| EVERYMAN THEATRE | ||||||
| 1727 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $10,000 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | NONE | GENERAL | $1,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||
| 800 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | GENERAL | $10,000 |
| HIGHER ACHIEVEMENT BALTIMORE | ||||||
| 1414 KEY HIGHWAY SUITE 300 | BALTIMORE | MD | 21230 | NONE | GENERAL | $5,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 5801 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | GENERAL | $125,000 |
| KENNEDY KRIEGER INSTITUTE | ||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | GENERAL | $5,000 |
| MARYLAND SCIENCE CENTER | ||||||
| 601 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | GENERAL | $5,000 |
| MASORTI FDN FOR CONSERVATIVE JUDAISM | ||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | GENERAL | $50,000 |
| MIDDLE GRADES PARTNERSHIP | ||||||
| 3105 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | $25,000 |
| MOISHE HOUSE | ||||||
| 441 SAZONY ROAD | ENCINTAS | CA | 92024 | NONE | GENERAL | $10,000 |
| NATIONAL AQUARIUM IN BALTIMORE | ||||||
| 501 E PRATT STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $5,000 |
| NESHAMA CENTER | ||||||
| PO BOX 8064 | ASPEN | CO | 81612 | NONE | GENERAL | $1,800 |
| NEW LEADERS | ||||||
| 1500 UNION AVENUE | BALTIMORE | MD | 21210 | NONE | GENERAL | $10,000 |
| PORT DISCOVERY CHILDREN'S MUSEUM IN BALTO | ||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | GENERAL | $12,500 |
| SAINT ANN'S SCHOOL | ||||||
| 129 PIERREPONT STREET | BROOKLYN | NY | 11201 | NONE | GENERAL | $20,000 |
| SHORESH | ||||||
| 3723 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | GENERAL | $1,800 |
| SQUASH WISE | ||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | GENERAL | $2,500 |
| ST VINCENT DE PAUL SOCIETY OF BALTIMORE | ||||||
| 2305 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | $2,200 |
| TALMUDICAL ACADEMY | ||||||
| 4445 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | GENERAL | $1,800 |
| TEACH FOR AMERICA | ||||||
| 2601 NORTH HOWARD STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | $50,000 |
| THE ASSOCIATED | ||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | GENERAL | $125,000 |
| THE COMMUNITY SCHOOL | ||||||
| 337 WEST 30TH STREET | BALTIMORE | MD | 21211 | NONE | GENERAL | $10,000 |
| THE GIVING BACK FUND | ||||||
| 2208 CANYONBACK ROAD | LOS ANGELES | CA | 90049 | NONE | GENERAL | $5,000 |
| THE GREEN LIGHT FUND | ||||||
| 120 SAINT JAMES AVENUE | BOSTON | MA | 02116 | NONE | GENERAL | $10,000 |
| THE HOUSE OF RUTH | ||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | GENERAL | $25,000 |
| THE SPEYER LEGACY SCHOOL | ||||||
| 925 NINTH AVENUE | NEW YORK | NY | 10019 | NONE | GENERAL | $10,000 |
| THE WALTERS ART MUSEUM | ||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $5,000 |
| THREAD | ||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | GENERAL | $20,000 |
| TORAH INSTITUTE | ||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | NONE | GENERAL | $1,800 |
| TULANE CHABAD | ||||||
| 7033 FRERET STREET | NEW ORLEANS | LA | 70118 | NONE | GENERAL | $1,000 |
| UNITED JEWISH APPEAL | ||||||
| PO BOX 1167 | ASPEN | CO | 81612 | NONE | GENERAL | $5,000 |
| URBAN TEACHER CENTER | ||||||
| 1800 WASHINGTON BLVD | BALTIMORE | MD | 21230 | NONE | GENERAL | $10,000 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 1100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $938,300 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,928 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,601 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $539,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $539,954 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $31,824 | Amt |
| Net Investment Income | $25,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,824 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $9,813,920 | EOYBookValueAmt |
| EOYFMV | $15,128,309 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORM 990PF TAX PAYMENTS | Desc |
| Amt | $25,730 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $75 | $0 | $0 | $75 |
| COMPUTER EXPENSE | $9,349 | $0 | $0 | $9,349 |
| INSURANCE | $1,111 | $0 | $0 | $1,111 |
| INTEREST | $34 | $0 | $0 | $34 |
| INVESTMENT FEES | $135,432 | $135,432 | $0 | $0 |
| MARGIN INTEREST | $33,987 | $33,987 | $0 | $0 |
| OFFICE EXPENSE | $733 | $0 | $0 | $733 |
| TELEPHONE | $2,665 | $0 | $0 | $2,665 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| BOY Book Value | $229 | BOYBookValueAmt |
| EOY Book Value | $16 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,138 | $1,138 | $0 | $0 |
| PAYROLL TAX EXPENSE | $515 | $0 | $0 | $515 |
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