GOLDSMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GOLDSMITH FAMILY FOUNDATION INC (EIN 52-1714353)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-04-30
IRS object ID
202521209349100022
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-30T08:49:26-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520963432PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERKOWITZ & SHRAMKO CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11829 REISTERSTOWN ROAD 430AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521714353EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GOLDSMITH FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGOLDBusinessNameControlTxt
Phone4104849292PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11829 REISTERSTOWN ROAD 430AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN BERKOWITZPersonNm
Person TitleSEC/TREASPersonTitleTxt
Phone4104847700PhoneNum
Signature2025-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN BERKOWITZ CPAPreparerPersonNm
PTINP00365894PTIN
Phone4104847700PhoneNum
Preparation2025-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,945,703FMVAssetsEOYAmt
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$81,857InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$81,857InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$345,597DividendsRevAndExpnssAmt
Dividends Net Invst Incm$345,597DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,448,160NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,295,219GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,448,160CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,875,614TotalRevAndExpnssAmt
Total Net Invst Incm$1,875,614TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$40,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$6,512OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$6,512OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$36,157AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$28,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,157AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,473TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,956TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$517TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$18,269OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$18,269OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$212,026OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$198,017OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14,009OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$315,437TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$227,973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$87,464TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,046,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,046,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,361,537TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$227,973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,133,564TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$485,923ExcessRevenueOverExpensesAmt
Net Investment Income$1,647,641NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,524CashBOYAmt
Cash EOY$24,966CashEOYAmt
Cash EOYFMV$24,966CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,888,847SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,110,239SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,110,239SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,338,421CorporateStockBOYAmt
Corporate Stock EOY$8,665,654CorporateStockEOYAmt
Corporate Stock EOYFMV$20,810,498CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$8,973LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,973LandBldgEquipAccumDeprecAmt
Total Assets BOY$11,286,792TotalAssetsBOYAmt
Total Assets EOY$10,800,859TotalAssetsEOYAmt
Total Assets EOYFMV$22,945,703TotalAssetsEOYFMVAmt
Other Liabilities BOY$15OtherLiabilitiesBOYAmt
Other Liabilities EOY$5OtherLiabilitiesEOYAmt
Total Liabilities BOY$15TotalLiabilitiesBOYAmt
Total Liabilities EOY$5TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$14,003,564CapitalStockBOYAmt
Capital Stock EOY$14,003,564CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,716,787RetainedEarningBOYAmt
Retained Earning EOY-$3,202,710RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,286,777TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,800,854TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,286,792TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,800,859TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,286,777TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$485,923ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,800,854SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,800,854TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN$578,242$403,096$175,146$175,146
GARDNER LEWIS$13,877,705$12,933,668$944,037$944,037
MORGAN STANLEY$400,207$509,269-$109,062-$109,062
PNC INV MGR$1,437,065$1,001,026$436,039$436,039
CLASS ACTION PYMTS$2,000$2,000$2,000
FieldValueIRS element (for citing)
Capital Gain Net Income$1,448,160CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,902InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,902SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,902TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,194EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$35,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$49,194TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$26,292OverpaymentAmt
Applied To ES Tax$26,292AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
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.GOLDSMITHFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksALAN BERKOWITZIndividualWithBooksNm
Phone4104847700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11829 REISTERSTOWN RD 430AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BETH GOLDSMITH
1829 REISTERSTOWN ROAD SUITE 430BALTIMOREMD21208PRESIDENT30.00$0$0$0
ALAN BERKOWITZ
1829 REISTERSTOWN ROAD SUITE 430BALTIMOREMD21208SEC/TREASURER5.00$20,000$0$0
RAYMOND ALTMAN
1829 REISTERSTOWN ROAD SUITE 430BALTIMOREMD21208VICE PRESIDENT5.00$20,000$0$0
ADAM GOLDSMITH
1829 REISTERSTOWN ROAD SUITE 430BALTIMOREMD21208TRUSTEE5.00$0$0$0
JULIE ROSENBERG
1829 REISTERSTOWN ROAD SUITE 430BALTIMOREMD21208TRUSTEE5.00$0$0$0
JOSH GOLDSMITH
1829 REISTERSTOWN ROAD SUITE 430BALTIMOREMD21208TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,264,211AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,519,415AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,783,626TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,783,626AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$326,754CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,456,872NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,072,844MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,072,844MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,902TaxBasedOnInvestmentIncomeAmt
Total Tax$22,902TotalTaxAmt
Distributable Before Adj$1,049,942DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,049,942DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,049,942DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,133,564ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,133,564QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,049,942DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$551,248ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$197,395ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$209,010ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$957,653TotalExcessDistributionCyovAmt
Qualifying Distributions$2,133,564QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,049,942AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,083,622RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,041,275TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,041,275ExcessDistriCyovToNextYrAmt
Excess From Year4$551,248ExcessFromYear4Amt
Excess From Year3$197,395ExcessFromYear3Amt
Excess From Year1$209,010ExcessFromYear1Amt
Excess From Current Year$1,083,622ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBETH GOLDSMITHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11829 REISTERSTOWN RD 430AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4104849292RecipientPhoneNum
Form And Info And MaterialsLETTER INDICATING AMOUNT AND PURPOSE OF REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF NEVE SHALOM
12925 RIVERSIDE DRIVEGLENDALECA91203NONEGENERAL$1,000
ARTS FOR LEARNING MARYLAND
21 E NORTH AVENUEBALTIMOREMD21202NONEGENERAL$5,000
ASPEN BUDDY PROGRAM
110 EAST HALLAM STREETASPENCO81611NONEGENERAL$100,000
ASPEN JEWISH CONGREGATION
77 MEADOWOOD DRIVEASPENCO81611NONEGENERAL$1,800
BAIS YAAKOV SCHOOL FOR GIRLS
6300 SMITH AVENUEBALTIMOREMD21209NONEGENERAL$1,800
BALTIMORE HUNGER PROJECT
1829 REISTERSTOWN ROADBALTIMOREMD21208NONEGENERAL$15,000
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVEBALTIMOREMD21218NONEGENERAL$7,500
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREETBALTIMOREMD21201NONEGENERAL$10,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREETBALTIMOREMD21201NONEGENERAL$25,000
BNOS YISROEL OF BALTIMORE
6300 PARK HEIGHTS AVENUEBALTIMOREMD21215NONEGENERAL$1,800
CENTER STAGE
700 NORTH CALVERT STREETBALTIMOREMD21202NONEGENERAL$10,000
CHAI
5721 PARK HEIGHTS AVENUEBALTIMOREMD21201NONEGENERAL$40,000
CHIZUK AMUNO
8100 STEVENSON ROADBALTIMOREMD21208NONEGENERAL$36,000
CITY NEIGHBORS FOUNDATION
4301 RASPE AVENUEBALTIMOREMD21206NONEGENERAL$5,000
COLLEGE BOUND FOUNDATION
300 WATER STREETBALTIMOREMD21202NONEGENERAL$20,000
CREATIVE ALLIANCE
3134 EASTERN AVENUEBALTIMOREMD21224NONEGENERAL$7,500
DOCTORS WITHOUT BORDERS USA
PO BOX 5023HAGERSTOWNMD21741NONEGENERAL$1,000
DYSLEXIA TUTORING PROGRAM
711 W 40TH STREETBALTIMOREMD21201NONEGENERAL$5,000
ENOCH PRATT FREE LIBRARY
400 CATHEDRAL STREETBALTIMOREMD21201NONEGENERAL$5,000
EVERYMAN THEATRE
1727 N CHARLES STREETBALTIMOREMD21201NONEGENERAL$10,000
FRIENDS OF MARSHYANGDI SCHOOL
133 PROSPECTOR ROADASPENCO81611NONEGENERAL$2,500
FRIENDS OF THE IDF
PO BOX 4224NEW YORKNY10163NONEGENERAL$5,000
FUND FOR EDUCATIONAL EXCELLENCE
800 N CHARLES STREETBALTIMOREMD21210NONEGENERAL$10,000
GIRLS EMPOWERMENT MISSION
802 S CAROLINE STREETBALTIMOREMD21231NONEGENERAL$5,000
GIRLS WRITE NOW
247 W 37TH STREETNEW YORKNY10018NONEGENERAL$2,500
HIGHER ACHIEVEMENT BALTIMORE
1414 KEY HIGHWAY SUITE 300BALTIMOREMD21230NONEGENERAL$5,000
HORIZON DAY CAMP
8 MARKET PLACE SUITE 331BALTIMOREMD21202NONEGENERAL$5,000
JEWISH COLORADO
300 S DAHLIA STREETDENVERCO80426NONEGENERAL$10,000
JEWISH RESOURCE CENTER CHABAD ASPEN
435 WEST MAIN STREETASPENCO81611NONEGENERAL$1,800
JOHNS HOPKINS UNIVERSITY
5801 SMITH AVENUEBALTIMOREMD21209NONEGENERAL$120,000
KENNEDY KRIEGER INSTITUTE
707 NORTH BROADWAYBALTIMOREMD21205NONEGENERAL$5,000
MARYLAND SCIENCE CENTER
601 LIGHT STREETBALTIMOREMD21230NONEGENERAL$5,000
MASORTI FDN FOR CONSERVATIVE JUDAISM
3080 BROADWAYNEW YORKNY10027NONEGENERAL$105,000
MIDDLE GRADES PARTNERSHIP
3105 N CHARLES STREETBALTIMOREMD21218NONEGENERAL$25,000
MOISHE HOUSE
441 SAZONY ROADENCINTASCA92024NONEGENERAL$10,000
NATIONAL AQUARIUM IN BALTIMORE
501 E PRATT STREETBALTIMOREMD21202NONEGENERAL$5,000
NESHAMA CENTER
PO BOX 8064ASPENCO81612NONEGENERAL$1,800
PORT DISCOVERY CHILDREN'S MUSEUM IN BALTO
35 MARKET PLACEBALTIMOREMD21202NONEGENERAL$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA (PPFA)
PO BOX 97166WASHINGTONDC20090NONEGENERAL$500
SAINT ANN'S SCHOOL
129 PIERREPONT STREETBROOKLYNNY11201NONEGENERAL$20,000
SHARE OUR STRENGTH
PO BOX 715475PHILADELPHIAPA19171NONEGENERAL$2,500
SHORESH
3723 OLD COURT ROADBALTIMOREMD21208NONEGENERAL$1,800
SQUASH WISE
3600 CLIPPER MILL ROADBALTIMOREMD21211NONEGENERAL$2,500
ST VINCENT DE PAUL SOCIETY OF BALTIMORE
2305 N CHARLES STREETBALTIMOREMD21218NONEGENERAL$2,200
STUDENT DIPLOMACY CORPS
424 WEST 54TH STREETNEW YORKNY10019NONEGENERAL$7,500
TALMUDICAL ACADEMY
4445 OLD COURT ROADBALTIMOREMD21208NONEGENERAL$1,800
TEACH FOR AMERICA
2601 NORTH HOWARD STREETBALTIMOREMD21218NONEGENERAL$25,000
THE ASSOCIATED
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201NONEGENERAL$1,075,000
THE GREEN LIGHT FUND
120 SAINT JAMES AVENUEBOSTONMA02116NONEGENERAL$10,000
THE HOUSE OF RUTH
2201 ARGONNE DRIVEBALTIMOREMD21218NONEGENERAL$10,000
THE SPEYER LEGACY SCHOOL
925 NINTH AVENUENEW YORKNY10019NONEGENERAL$10,000
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREETBALTIMOREMD21201NONEGENERAL$5,000
THREAD
PO BOX 1584BALTIMOREMD21203NONEGENERAL$20,000
TORAH INSTITUTE
35 ROSEWOOD LANEOWINGS MILLSMD21117NONEGENERAL$1,800
TULANE CHABAD
7033 FRERET STREETNEW ORLEANSLA70118NONEGENERAL$2,500
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038NONEGENERAL$1,000
URBAN TEACHER CENTER
1800 WASHINGTON BLVDBALTIMOREMD21230NONEGENERAL$10,000
US HOLOCAUST MEMORIAL MUSEUM
1100 RAOUL WALLENBERG PLACEWASHINGTONDC20024NONEGENERAL$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,046,100TotalGrantOrContriPdDurYrAmt
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$81,857ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$345,597ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,448,160ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,875,614ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,875,614TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$36,157Amt
Net Investment Income$28,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,157DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS CORPORATE STOCKSStockNm
EOY Book Value$8,665,654EOYBookValueAmt
EOYFMV$20,810,498EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$5$0$5
COMPUTER EXPENSE$9,907$0$9,907
INSURANCE$944$0$944
INVESTMENT FEES$135,188$135,188$0
MARGIN INTEREST$62,829$62,829$0
OFFICE EXPENSE$219$0$219
POSTAGE$234$0$234
TELEPHONE$2,700$0$2,700

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL WITHHOLDINGSDesc
BOY Book Value$15BOYBookValueAmt
EOY Book Value$5EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$1,956$1,956$0
PAYROLL TAX EXPENSE$517$0$517

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