DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202303119349102265
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T14:52:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522174671 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATAPCO FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 South Street Suite 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521489400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David & Barbara B Hirschhorn | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4103477114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co AFS One South St 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen J Bass | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4103477114 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stephen | PersonFirstNm |
| Person Last | Bass | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477114 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,666,073 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $994,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $994,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $990,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,514,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $990,140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$59,410 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$84,333 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,175,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,900,521 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $110,579 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $110,579 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,046 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,046 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,040 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $106,205 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,205 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,071 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,751 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,751 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $392,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,771,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,771,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,163,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,964,506 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$987,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,756,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,488,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,355,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,355,895 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,535,090 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,830,198 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,271,404 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $361,872 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,774 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,774 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,385,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,224,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,666,073 | 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 | $39,385,811 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,224,867 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,385,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,224,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,385,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,224,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,385,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$987,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,744 | OtherIncreasesAmt |
| Subtotal | $38,405,872 | SubtotalAmt |
| Other Decreases | $181,005 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,224,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| Axiom Asia IV | P | 2022-01-01 | 2022-12-31 | $1,639 | -$1,639 | -$1,639 | |
| Axiom Asia IV | P | 2021-01-01 | 2022-12-31 | $6,708 | $6,708 | $6,708 | |
| Axiom Asia Private Capital Fund II | P | 2022-01-01 | 2022-12-31 | $8 | $8 | $8 | |
| Axiom Asia Private Capital Fund II | P | 2022-01-01 | 2022-12-31 | $39,292 | $39,292 | $39,292 | |
| Centerbridge Partners R/E | P | 2022-01-01 | 2022-12-31 | $282 | $282 | $282 | |
| Contrarian Distressed R/E Debt Fund IV | P | 2021-01-01 | 2022-12-31 | $49,858 | $49,858 | $49,858 | |
| CPREF AIV I | P | 2022-01-01 | 2022-12-31 | $695 | -$695 | -$695 | |
| CPREF AIV I | P | 2021-01-01 | 2022-12-31 | $28,662 | $28,662 | $28,662 | |
| CPREF AIV III | P | 2021-01-01 | 2022-12-31 | $12,509 | $12,509 | $12,509 | |
| Fir Tree R/E Fund III AIV Feeder, LP | P | 2021-01-01 | 2022-12-31 | $1,883 | $1,883 | $1,883 | |
| Global Alpha International Small Cap | P | 2022-01-01 | 2022-12-31 | $22,987 | -$22,987 | -$22,987 | |
| Global Alpha International Small Cap | P | 2021-01-01 | 2022-12-31 | $17,198 | -$17,198 | -$17,198 | |
| Harrison Street V | P | 2021-01-01 | 2022-12-31 | $45,519 | $45,519 | $45,519 | |
| Lexington VII - Distribution in excess of basis | P | 2021-01-01 | 2022-12-31 | $39,527 | $39,527 | $39,527 | |
| Madison International Real Estate Liq Fund VI | P | 2021-01-01 | 2022-12-31 | $55,172 | $55,172 | $55,172 | |
| Mesirow Financial PE Partnership IV | P | 2021-01-01 | 2022-12-31 | $21,767 | $21,767 | $21,767 | |
| Ocean Avenue Fund III | P | 2022-01-01 | 2022-12-31 | $45 | $45 | $45 | |
| Ocean Avenue Fund III | P | 2021-01-01 | 2022-12-31 | $41,229 | $41,229 | $41,229 | |
| Ocean Avenue Fund IV | P | 2022-01-01 | 2022-12-31 | $87 | -$87 | -$87 | |
| Ocean Avenue Fund IV | P | 2021-01-01 | 2022-12-31 | $136,406 | $136,406 | $136,406 | |
| Perennial Real Estate Fund | P | 2022-01-01 | 2022-12-31 | $12 | -$12 | -$12 | |
| Perennial Real Estate Fund | P | 2021-01-01 | 2022-12-31 | $1,810 | $1,810 | $1,810 | |
| Private Equity Investment Fund V | P | 2021-01-01 | 2022-12-31 | $60,255 | -$60,255 | -$60,255 | |
| Private Equity Investment Fund V | P | 2022-01-01 | 2022-12-31 | $16 | -$16 | -$16 | |
| Publicly traded securities | $1,421,244 | $457,214 | $457,214 | $1,878,458 | |||
| RCP Fund V - Distribution in excess of basis | P | 2021-01-01 | 2022-12-31 | $19,393 | $19,393 | $19,393 | |
| RCP Fund VI - Distribution in excess of basis | P | 2021-01-01 | 2022-12-31 | $9,447 | $9,447 | $9,447 | |
| Taconic CRE Dislocation Fund | P | 2021-01-01 | 2022-12-31 | $23,115 | $23,115 | $23,115 | |
| VIA VII | P | 2021-01-01 | 2022-12-31 | $26,659 | $26,659 | $26,659 | |
| VIA VII | P | 2022-01-01 | 2022-12-31 | $662 | $662 | $662 | |
| W Capital Partners III | P | 2021-01-01 | 2022-12-31 | $46,234 | $46,234 | $46,234 | |
| W Capital Partners III | P | 2022-01-01 | 2022-12-31 | $246 | $246 | $246 | |
| Capital Gains Dividends | P | $29,382 | $29,382 | $29,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $990,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,105 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,105 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,684 | OverpaymentAmt |
| Applied To ES Tax | $20,684 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.blaufund.org | WebsiteAddressTxt |
| Individual With Books | Jennifer L Bove CPA | IndividualWithBooksNm |
| Phone | 4103477205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o AFS One South St 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| Daniel B Hirschhorn | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and President | 0.00 | $0 | $0 | $0 |
| Michael J Hirschhorn | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Deborah H Vogelstein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Sarah H Shapiro | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Betsy F Ringel | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Secretary | 0.00 | $0 | $0 | $0 |
| Scott L Soffen | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer A Pratt | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Stephen J Bass | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Anne L Shelton | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Sandra L Glock | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Lara A Hall | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer L Bove | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $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 |
|---|---|---|---|---|---|
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment Managemt | $106,205 |
| Atapco Financial Services | |||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest | $57,200 |
| 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 | $50,069,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,481,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,551,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,551,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $788,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,762,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,588,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,588,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,421 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,658 | IncomeTaxAmt |
| Total Tax | $29,079 | TotalTaxAmt |
| Distributable Before Adj | $2,559,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,559,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,559,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,964,506 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,964,506 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,559,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $103,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $295,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $217,430 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $616,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,964,506 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,559,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $405,448 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,022,334 | 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 | $1,022,334 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $103,596 | ExcessFromYear3Amt |
| Excess From Year2 | $295,860 | ExcessFromYear2Amt |
| Excess From Year1 | $217,430 | ExcessFromYear1Amt |
| Excess From Current Year | $405,448 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel B Hirschhorn co Ms Betsy Rin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South St Suite 2900 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103477201 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | This organization does not make gifts or grants to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Abilities Network | ||||||||
| 8503 LaSalle Road | Towson | MD | 21286 | n/a | 501(3) | support for the Senior Move Management Program and support for the Clutter Management/Hoarding Program | $25,000 | |
| Ahavas Yisrael Charity Fund | ||||||||
| 115 Sudbrook Lane Suite E | Baltimore | MD | 21208 | n/a | 501(3) | general support | $7,500 | |
| American Friends Of Leket Israel Inc | ||||||||
| PO Box 2090 | Teaneck | NJ | 076661490 | n/a | 501(3) | general support | $5,000 | |
| American Friends of Meir Panim Inc | ||||||||
| 88 Walton Street Suite B1 | Brooklyn | NY | 11206 | n/a | 501(3) | general support | $15,000 | |
| American Friends of Shalva | ||||||||
| 315 Fifth Avenue 6th Floor | New York | NY | 10016 | n/a | 501(3) | general support | $10,000 | |
| American Jewish World Service | ||||||||
| 45 West 36th Street 10th Floor | New York | NY | 100187904 | n/a | 501(3) | general support | $45,000 | |
| Art with a Heart Inc | ||||||||
| 3000 Falls Road | Baltimore | MD | 21211 | n/a | 501(3) | general support | $50,000 | |
| Arts for Learning Maryland | ||||||||
| 21 East North Avenue 1st Floor | Baltimore | MD | 212020000 | n/a | 501(3) | support for the Summer Arts & Learning Academy | $25,000 | |
| Baltimore Bar Foundation Inc | ||||||||
| 111 North Calvert Street Suite 631 | Baltimore | MD | 21202 | n/a | 501(3) | support for the Senior Legal Services program | $15,000 | |
| Baltimore Civic Fund | ||||||||
| 1 North Charles Street Suite 1600 | Baltimore | MD | 21201 | n/a | 501(3) | support to match a grant for the Pritzker Childrens Initiative of Bmore for Healthy Babies | $12,500 | |
| Baltimore Safe Haven | ||||||||
| 2117 North Charles Street | Baltimore | MD | 21218 | n/a | 501(3) | general support | $5,000 | |
| Benefits Data Trust | ||||||||
| 1500 Market Street Suite 2800 | Philadelphia | PA | 19102 | n/a | 501(3) | support for the Maryland Benefits Center program | $20,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | n/a | 501(3) | support for scholarships through sponsorship of Spotlight 2023 | $18,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | n/a | 501(3) | support for the Centennial Campaign | $150,000 | |
| Business & Human Rights Resource Centre | ||||||||
| 450 Lexington Avenue 4407 | New York | NY | 10163 | n/a | 501(3) | general support | $20,000 | |
| CASA of Baltimore County Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212044435 | n/a | 501(3) | general support | $10,000 | 117 |
| CASH Campaign of Maryland | ||||||||
| 575 South Charles Street Suite 500 | Baltimore | MD | 212012483 | n/a | 501(3) | general support | $15,000 | |
| Central Europe Center for Research and Documentation | ||||||||
| 1141 Loxford Terrace | Silver Spring | MD | 20901 | n/a | 501(3) | general support | $5,000 | |
| Chabad-Lubavitch of Maryland Inc | ||||||||
| 6701 Old Pimlico Road | Baltimore | MD | 21209 | n/a | 501(3) | general support | $8,000 | |
| Chizuk Amuno Congregration | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | n/a | 501(3) | support for the Community Partnership Programs Initiative | $10,000 | |
| Civic Works Inc | ||||||||
| 2701 Saint Lo Drive | Baltimore | MD | 212131100 | n/a | 501(3) | support for the Housing Upgrades to Benefit Seniors program | $20,000 | |
| Committee for Accuracy in Middle East Reporting in America | ||||||||
| PO Box 35040 | Boston | MA | 02135 | n/a | 501(3) | general support | $5,000 | |
| Common Cause Education Fund | ||||||||
| 805 15th Street NW Suite 800 | Washington | DC | 200052207 | n/a | 501(3) | general support | $10,000 | |
| Common Cause Education Fund | ||||||||
| 805 15th Street NW Suite 800 | Washington | DC | 200052207 | n/a | 501(3) | general support | $10,000 | |
| Community Assistance Network Inc | ||||||||
| 7900 East Baltimore Street | Baltimore | MD | 212242010 | n/a | 501(3) | general support | $25,000 | |
| Community Foundation of New Jersey | ||||||||
| PO Box 338 | Morristown | NJ | 07963 | n/a | 501(3) | support for the Isidor Hirschhorn and David Hirschhorn Scholarship Fund to support scholarships for graduates of Barringer High School in Newark | $5,352 | |
| Comprehensive Housing Assistance Inc | ||||||||
| 5809 Park Heights Avenue | Baltimore | MD | 21215 | n/a | 501(3) | support for the Tech-Knowledge Hub at the Myerberg Senior Center | $25,000 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 071043840 | n/a | 501(3) | annual support | $2,500 | |
| Congregation Ohr Hamizrach | ||||||||
| 6813 Park Heights Avenue | Baltimore | MD | 21282 | n/a | 501(3) | support for the Middle School Program | $18,000 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | n/a | 501(3) | support for the 2022-23 annual fund | $25,000 | |
| Dent Education | ||||||||
| 10 East North Avenue Suite 5 | Baltimore | MD | 21202 | n/a | 501(3) | support for the summer internship program | $20,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | n/a | 501(3) | support for summer programming | $17,500 | |
| Dyslexia Tutoring Program Inc | ||||||||
| The Rotunda Suite 310711 West 40th | Baltimore | MD | 212112109 | n/a | 501(3) | support for the summer camp program | $15,000 | Street |
| EDGE Funders Alliance | ||||||||
| Box 55960 29th Street | San Francisco | CA | 941104929 | n/a | 501(3) | general support | $2,500 | |
| Elev8 Baltimore | ||||||||
| 800 North Charles Street 4th Floor | Baltimore | MD | 21201 | n/a | 501(3) | support for the Freedom Schools Summer program | $25,000 | |
| Elijah Cummings Youth Program in Israel Inc | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | n/a | 501(3) | general support | $25,000 | |
| EMpower-The Emerging Markets Foundation | ||||||||
| 111 John Street Suite 2410 | New York | NY | 10038 | n/a | 501(3) | general support | $15,000 | |
| Encounter Programs Inc | ||||||||
| c/o WeWork8 W 126th Street Floor 3 | New York | NY | 10027 | n/a | 501(3) | general support | $7,500 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | n/a | 501(3) | support for the Career Online High School | $25,000 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | n/a | 501(3) | support for the Social Worker in the Library program | $7,500 | |
| Erin Levitas Education Foundation Inc | ||||||||
| 8 Reservoir Circle Suite 203 | Baltimore | MD | 212086324 | n/a | 501(3) | support for community outreach and education programs | $15,000 | |
| Farm & Wilderness Foundation Inc | ||||||||
| 401 Farm Wilderness Road | Plymouth | VT | 05056 | n/a | 501(3) | support for the expanded campership program | $25,000 | |
| Fonkoze USA | ||||||||
| 1718 Connecticut Ave NW Suite 201 | Washington | DC | 200091148 | n/a | 501(3) | general support | $11,500 | |
| Food Research and Action Center | ||||||||
| 1200 18th Street NW Suite 40 | Washington | MD | 20036 | n/a | 501(3) | support for Maryland Hunger Solutions | $15,000 | |
| Foundation for Baltimore County Public Library | ||||||||
| 320 York Road | Towson | MD | 212045179 | n/a | 501(3) | general support | $5,000 | |
| FreeState Justice | ||||||||
| 2526 Saint Paul Street Suite 1 | Baltimore | MD | 212184982 | n/a | 501(3) | support for legal services for Marylands LGBTQIA+ older adults | $10,000 | |
| Friends of Maryland State Parks | ||||||||
| 3316 North Furnace Road | Jarrettsville | MD | 210841924 | n/a | 501(3) | general support | $5,000 | |
| Friends of Maryland State Parks | ||||||||
| 3316 North Furnace Road | Jarrettsville | MD | 210841924 | n/a | 501(3) | general support | $5,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | n/a | 501(3) | general support for CHAMR: Voices of Baltimore Youth | $15,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | n/a | 501(3) | general support for the Middle Grades Partnership | $20,000 | |
| Fund for Global Human Rights | ||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | n/a | 501(3) | general support | $5,000 | 400 |
| Fusion Partnerships Inc | ||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | n/a | 501(3) | general support for the Baltimore Furniture Bank | $10,000 | |
| Global Camps Africa | ||||||||
| 700 12th Street Suite 88 | Lynchburg | VA | 24504 | n/a | 501(3) | general support | $9,000 | |
| Global Greengrants Fund | ||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 803015414 | n/a | 501(3) | general support | $10,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | n/a | 501(3) | support for the Goucher Prison Education Partnership | $5,000 | |
| Govans Ecumenical Development Corporation | ||||||||
| 1010 East 33rd Street | Baltimore | MD | 21218 | n/a | 501(3) | support for the Older Adults Services program | $20,000 | |
| GreenLight Fund | ||||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | n/a | 501(3) | support for GreenLight Baltimore | $20,000 | |
| Haiti Clinic | ||||||||
| 865 37th Place | Vero Beach | FL | 329606564 | n/a | 501(3) | general support | $5,000 | |
| Halachic Organ Donor Society | ||||||||
| PO Box 693 | New York | NY | 101080693 | n/a | 501(3) | general support to facilitate the leadership transition | $20,000 | |
| Hampden Family Center Inc | ||||||||
| 1104 West 36th Street | Baltimore | MD | 21211 | n/a | 501(3) | support for the Summer Enrichment Program | $10,000 | |
| Har Sinai - Oheb Shalom Congregation | ||||||||
| 7310 Park Heights Avenue | Baltimore | MD | 212085436 | n/a | 501(3) | annual support | $20,000 | |
| Hide and Seek Foundation | ||||||||
| 6475 East Pacific Coast Highway | Long Beach | CA | 90803 | n/a | 501(3) | support for the SOAR/NPC Collaborative | $5,000 | Suite 466 |
| Homeless Persons Representation Project | ||||||||
| 201 North Charles Street Suite 1104 | Baltimore | MD | 21201 | n/a | 501(3) | general support | $15,000 | |
| Honest Reporting | ||||||||
| 165 East 56th Street 2nd Floor | New York | NY | 100222709 | n/a | 501(3) | general support | $10,000 | |
| HopeWell Cancer Support | ||||||||
| PO Box 755 | Brooklandville | MD | 210220755 | n/a | 501(3) | general support | $20,000 | |
| Horizon Day Camp | ||||||||
| 8 Market Place Suite 331 | Baltimore | MD | 21202 | n/a | 501(3) | general support | $10,000 | |
| imadi | ||||||||
| 1299 Lamberton Drive Unit 205 | Silver Spring | MD | 20902 | n/a | 501(3) | general support | $20,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | n/a | 501(3) | general support and support for the Justice Leaders Fellowship program | $50,000 | |
| Interfaith America | ||||||||
| 141 West Jackson Boulevard Suite | Chicago | IL | 60604 | n/a | 501(3) | general support | $25,000 | 3200 |
| Israel Guide Dog Center for the Blind | ||||||||
| 968 Easton Road Suite H | Warrington | PA | 18976 | n/a | 501(3) | general support | $15,000 | |
| Itineris Foundation | ||||||||
| 2050-A Rockrose Avenue | Baltimore | MD | 21211 | n/a | 501(3) | general support | $7,500 | |
| Itineris Foundation | ||||||||
| 2050-A Rockrose Avenue | Baltimore | MD | 21211 | n/a | 501(3) | general support | $10,000 | |
| JBI International Inc | ||||||||
| 110 East 30th Street | New York | NY | 200267375 | n/a | 501(3) | general support | $2,500 | |
| JEWELS Jewish Education Where Every Level Succeeds | ||||||||
| 31 Walker Avenue | Pikesville | MD | 21208 | n/a | 501(3) | general support | $5,000 | |
| JEWELS Jewish Education Where Every Level Succeeds | ||||||||
| 31 Walker Avenue | Pikesville | MD | 21208 | n/a | 501(3) | general support | $5,000 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | n/a | 501(3) | support for youth and/or special needs programming | $18,000 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | n/a | 501(3) | support for HaZamir Baltimore for the 2023 season | $5,000 | |
| Jewish Community Foundation of MetroWest New Jersey | ||||||||
| 901 Route 10 | Whippany | NJ | 079811156 | n/a | 501(3) | supplementary support for the Amelia and Ephraim Hirschhorn Senior Adult Jewish Education Program | $5,000 | |
| Jewish Grandparents Network | ||||||||
| PO Box 566293 | Sandy Springs | GA | 31156 | n/a | 501(3) | general support | $10,000 | |
| Jewish Teen Advancement Program Inc | ||||||||
| 2904 Smith Avenue | Baltimore | MD | 21208 | n/a | 501(3) | general support | $7,500 | |
| Job Opportunities Task Force Inc | ||||||||
| 201 North Charles Street Suite 2404 | Baltimore | MD | 212014110 | n/a | 501(3) | general support | $15,000 | |
| Lake Roland Nature Council | ||||||||
| 1000 Lakeside Drive | Baltimore | MD | 212101047 | n/a | 501(3) | general support | $5,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | n/a | 501(3) | support for the Lawyer in the Library program in Baltimore County | $10,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | n/a | 501(3) | support for the Long Term Care Assistance Project | $25,000 | |
| Let's Breakthrough Inc | ||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | n/a | 501(3) | general support | $15,000 | |
| Libraries Without Borders - US | ||||||||
| 1342 Florida Avenue NW | Washington | DC | 200094808 | n/a | 501(3) | support for the Wash and Learn Initiative in Baltimore | $15,000 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | n/a | 501(3) | general support through sponsorship of the Race for Our Kids | $2,500 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | n/a | 501(3) | support for the Magic of Life Gala 2022 | $37,500 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | n/a | 501(3) | capital support for the Center for Hope | $50,000 | |
| Literacy Assistance Center Inc | ||||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | n/a | 501(3) | general support | $45,000 | |
| Maryland Book Bank | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | n/a | 501(3) | general support | $25,000 | |
| Maryland Family Network Inc | ||||||||
| 1001 Eastern Avenue 2nd Floor | Baltimore | MD | 212024696 | n/a | 501(3) | general support | $15,000 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | n/a | 501(3) | general support | $40,000 | |
| Maryland Volunteer Lawyers Service | ||||||||
| 201 North Charles Street Suite 1400 | Baltimore | MD | 212014102 | n/a | 501(3) | support for the Community Stabilization for Older Adults program | $15,000 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | n/a | 501(3) | general support | $30,000 | |
| Morningside Center for Teaching Social Responsibility | ||||||||
| 475 Riverside Drive Suite 550 | New York | NY | 101150079 | n/a | 501(3) | general support | $15,000 | |
| Moveable Feast | ||||||||
| PO Box 2298 | Baltimore | MD | 212032298 | n/a | 501(3) | general support | $20,000 | |
| Music & Memory | ||||||||
| 160 First StreetPO Box 590 | Mineola | NY | 11501 | n/a | 501(3) | general support | $50,000 | |
| MYLAW Maryland Youth & the Law | ||||||||
| Maryland Bar Center 4th Floor520 | Baltimore | MD | 21201 | n/a | 501(3) | support for the Law Links 2022 High School Summer Internship program | $10,000 | West Fayette Street |
| MYLAW Maryland Youth & the Law | ||||||||
| Maryland Bar Center 4th Floor520 | Baltimore | MD | 21201 | n/a | 501(3) | support for the Law Links 2023 High School Summer Internship program | $10,000 | West Fayette Street |
| NARAL Pro-Choice America Foundation | ||||||||
| 1725 Eye Street NW Suite 900 | Washington | DC | 20006 | n/a | 501(3) | general support | $10,000 | |
| NARAL Pro-Choice America Foundation | ||||||||
| 1725 Eye Street NW Suite 900 | Washington | DC | 20006 | n/a | 501(3) | general support | $10,000 | |
| National Center for Families | ||||||||
| 1438 Rhode Island Ave NE | Washington | DC | 20018 | n/a | 501(3) | general support | $255 | |
| National Council of Jewish Women | ||||||||
| 2055 L Street NW Suite 650 | Washington | DC | 200364991 | n/a | 501(3) | general support | $15,000 | |
| National Council of Jewish Women | ||||||||
| 2055 L Street NW Suite 650 | Washington | DC | 200364991 | n/a | 501(3) | general support | $10,000 | |
| North American Friends of Oranim Inc | ||||||||
| 1111 East Fairy Chasm Road | Milwaukee | WI | 532171427 | n/a | 501(3) | support for the Galilee Dreamers program of the Oranim Academic College of Education in Israel | $25,000 | |
| North Star Fund | ||||||||
| 520 Eighth Avenue Floor 22 | New York | NY | 10018 | n/a | 501(3) | general support | $10,000 | |
| Parks & People Foundation | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 212172072 | n/a | 501(3) | support for Super Kids Camp 2023 | $10,000 | |
| Partners in Care | ||||||||
| 8151-C Ritchie Highway | Pasadena | MD | 211223940 | n/a | 501(3) | general support | $15,000 | |
| Penn Hillel | ||||||||
| 215 South 39th Street | Philadelphia | PA | 191043606 | n/a | 501(3) | general support | $10,000 | |
| Planned Parenthood of Maryland | ||||||||
| 330 North Howard Street | Baltimore | MD | 212013610 | n/a | 501(3) | support for Education and Training programs for young people | $15,000 | |
| Pro Bono Counseling | ||||||||
| 5900 Metro Drive | Baltimore | MD | 21215 | n/a | 501(3) | support for the Mental Health Warmline | $20,000 | |
| Protect Democracy Project | ||||||||
| 2020 Pennsylvania Avenue NW Suite | Washington | DC | 200061811 | n/a | 501(3) | general support | $10,000 | 163 |
| Protect Democracy Project | ||||||||
| 2020 Pennsylvania Avenue NW Suite | Washington | DC | 200061811 | n/a | 501(3) | general support | $15,000 | 163 |
| Rails-to-Trails Conservancy | ||||||||
| 2121 Ward Court NW 5th Floor | Washington | DC | 200371251 | n/a | 501(3) | support for the Baltimore Greenway Trails Network | $5,000 | |
| Rails-to-Trails Conservancy | ||||||||
| 2121 Ward Court NW 5th Floor | Washington | DC | 200371251 | n/a | 501(3) | support for the Baltimore Greenway Trails Network | $5,000 | |
| Reach Out and Read | ||||||||
| 89 South Street Suite 201 | Boston | MA | 02111 | n/a | 501(3) | support to enhance and expand Reach Out and Read program sites in Baltimore | $20,000 | |
| Reading Partners | ||||||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | n/a | 501(3) | support to offer reading tutoring in Baltimore City public schools | $20,000 | |
| Reimagine | ||||||||
| 660 4th Street 281 | San Francisco | CA | 941071618 | n/a | 501(3) | support for the "Circle of Celebration" event to benefit the Jeannie Blaustein Fund for Loss, Life & Love | $10,000 | |
| Remembering Litvaks Inc | ||||||||
| 4951 Bacopa Lane South 603 | St Petersburg | FL | 33715 | n/a | 501(3) | general support | $4,000 | |
| Safe Alternative Foundation for Education | ||||||||
| 1501 West Lexington Street | Baltimore | MD | 21223 | n/a | 501(3) | support for the SAFE Summer Camp | $15,000 | |
| Save a Child's Heart Foundation | ||||||||
| PO Box 59172 | Potomac | MD | 20854 | n/a | 501(3) | general support | $5,000 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | n/a | 501(3) | support for scholarships to enable disadvantaged children to attend camp | $17,500 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | n/a | 501(3) | support for scholarships to enable disadvantaged children to attend camp | $17,500 | |
| Sisterhood of Salaam Shalom | ||||||||
| PO Box 7117 | North Brunswick | NJ | 088521909 | n/a | 501(3) | general support | $30,000 | |
| Springboard Collaborative | ||||||||
| 1500 John F Kennedy Boulevard Suite | Philadelphia | PA | 191021710 | n/a | 501(3) | support for Springboard Summer in Baltimore | $25,000 | 1160 |
| Springboard Community Services | ||||||||
| 4623 Falls Road | Baltimore | MD | 212094900 | n/a | 501(3) | support for the Rapid Rehousing project | $25,000 | |
| St Ambrose Housing Aid Center | ||||||||
| 321 East 25th Street | Baltimore | MD | 21218 | n/a | 501(3) | support for the Homesharing Program | $20,000 | |
| The American Jewish Committee | ||||||||
| 165 East 56 Street | New York | NY | 100222746 | n/a | 501(3) | general support for Project Interchange | $70,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015708 | n/a | 501(3) | support for the four Hillel campus programs in the Baltimore metropolitan area | $10,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015708 | n/a | 501(3) | support for the mental health campaign | $50,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015708 | n/a | 501(3) | support for the relocation of Towson University Hillel | $10,000 | |
| The Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015556 | n/a | 501(3) | support for the OrchKids 2023 summer program | $15,000 | |
| The Everyman Theatre Inc | ||||||||
| 315 West Fayette Street | Baltimore | MD | 21201 | n/a | 501(3) | support to underwrite the cost of the TRG consultancy | $19,500 | |
| The Lambi Fund of Haiti | ||||||||
| 1050 Connecticut Avenue NW Suite | Washington | DC | 20036 | n/a | 501(3) | general support | $10,000 | 500 |
| The Literacy Lab | ||||||||
| 1400 16th Street NW Suite 410 | Washington | DC | 20036 | n/a | 501(3) | general support for programming in Baltimore City | $25,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | n/a | 501(3) | general support | $21,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | n/a | 501(3) | support for The Promise of Park campaign | $240,000 | |
| The Red Devils | ||||||||
| PO Box 36291 | Towson | MD | 21286 | n/a | 501(3) | general support | $4,000 | |
| Thrive Arts | ||||||||
| 5429 Hilltop Avenue | Baltimore | MD | 212063514 | n/a | 501(3) | general support for A Revolutionary Summer | $12,500 | |
| Towson University Foundation Inc | ||||||||
| 8000 York Road | Towson | MD | 212520001 | n/a | 501(3) | support for cataloging of Jewish Cultural Reconstruction books | $20,000 | |
| Transgender Law Center | ||||||||
| PO Box 741803 | Los Angeles | CA | 900741803 | n/a | 501(3) | general support | $5,000 | |
| University of Maryland Baltimore Foundation Inc | ||||||||
| 220 North Arch Avenue 13th Floor | Baltimore | MD | 21201 | n/a | 501(3) | support for the Social Worker in the Library program | $5,000 | |
| Usher 1F Collaborative Inc | ||||||||
| 321 Walnut Street 228 | Newtonville | MA | 024601927 | n/a | 501(3) | support to fund research for a cure for Usher Syndrome Type 1F | $7,500 | |
| Wide Angle Youth Media Inc | ||||||||
| 2601 North Howard Street Suite 160 | Baltimore | MD | 212184964 | n/a | 501(3) | support for the MediaWorks summer program | $12,500 | |
| Winnebago Alumni Association | ||||||||
| 401 Saint Christophers Road | Richmond | VA | 232262723 | n/a | 501(3) | support for scholarships for minority campers | $7,000 | |
| WITNESS | ||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | n/a | 501(3) | general support | $42,500 | |
| Women's Law Center Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212045362 | n/a | 501(3) | general support | $10,000 | 201 |
| Yiddish Book Center | ||||||||
| 1021 West Street | Amherst | MA | 010023375 | n/a | 501(3) | support for the final phase of the Universal Yiddish Library | $37,500 | |
| Your Public Radio Corporation | ||||||||
| 2216 North Charles Street | Baltimore | MD | 21218 | n/a | 501(3) | general support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,771,107 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Ahavas Yisrael Charity Fund | ||||||||
| 115 Sudbrook Lane Suite E | Baltimore | MD | 21208 | n/a | 501(3) | general support | $7,500 | |
| Art with a Heart Inc | ||||||||
| 3000 Falls Road | Baltimore | MD | 21211 | n/a | 501(3) | general support | $50,000 | |
| Arts for Learning Maryland | ||||||||
| 21 East North Avenue 1st Floor | Baltimore | MD | 212020000 | n/a | 501(3) | support for the Summer Arts & Learning Academy | $25,000 | |
| Benefits Data Trust | ||||||||
| 1500 Market Street Suite 2800 | Philadelphia | PA | 19102 | n/a | 501(3) | support for the Maryland Benefits Center program | $20,000 | |
| Civic Works Inc | ||||||||
| 2701 Saint Lo Drive | Baltimore | MD | 212131100 | n/a | 501(3) | support for the Housing Upgrades to Benefit Seniors program | $20,000 | |
| Common Cause Education Fund | ||||||||
| 805 15th Street NW Suite 800 | Washington | DC | 200052207 | n/a | 501(3) | general support | $10,000 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 071043840 | n/a | 501(3) | annual support | $5,000 | |
| Dent Education | ||||||||
| 10 East North Avenue Suite 5 | Baltimore | MD | 21202 | n/a | 501(3) | support for the summer internship program | $20,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | n/a | 501(3) | support for summer programming | $17,500 | |
| Elev8 Baltimore | ||||||||
| 800 North Charles Street 4th Floor | Baltimore | MD | 21201 | n/a | 501(3) | support for the Freedom Schools Summer program | $25,000 | |
| Erin Levitas Education Foundation Inc | ||||||||
| 8 Reservoir Circle Suite 203 | Baltimore | MD | 212086324 | n/a | 501(3) | support for community outreach and education programs | $15,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | n/a | 501(3) | general support for the Middle Grades Partnership | $20,000 | |
| Global Camps Africa | ||||||||
| 700 12th Street Suite 88 | Lynchburg | VA | 24504 | n/a | 501(3) | general support | $9,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | n/a | 501(3) | support for the Goucher Prison Education Partnership | $5,000 | |
| Govans Ecumenical Development Corporation | ||||||||
| 1010 East 33rd Street | Baltimore | MD | 21218 | n/a | 501(3) | support for the Older Adults Services program | $20,000 | |
| Hampden Family Center Inc | ||||||||
| 1104 West 36th Street | Baltimore | MD | 21211 | n/a | 501(3) | support for the Summer Enrichment Program | $10,000 | |
| Homeless Persons Representation Project | ||||||||
| 201 North Charles Street Suite 1104 | Baltimore | MD | 21201 | n/a | 501(3) | general support | $15,000 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | n/a | 501(3) | support for HaZamir Baltimore for the 2024 season | $5,000 | |
| Job Opportunities Task Force Inc | ||||||||
| 201 North Charles Street Suite 2404 | Baltimore | MD | 212014110 | n/a | 501(3) | general support | $15,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | n/a | 501(3) | support for the Long Term Care Assistance Project | $25,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | n/a | 501(3) | support for the Lawyer in the Library program in Baltimore County | $10,000 | |
| Literacy Assistance Center Inc | ||||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | n/a | 501(3) | general support | $45,000 | |
| Maryland Book Bank | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | n/a | 501(3) | general support | $25,000 | |
| Maryland Family Network Inc | ||||||||
| 1001 Eastern Avenue 2nd Floor | Baltimore | MD | 212024696 | n/a | 501(3) | general support | $15,000 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | n/a | 501(3) | general support | $30,000 | |
| Moveable Feast | ||||||||
| PO Box 2298 | Baltimore | MD | 212032298 | n/a | 501(3) | general support | $20,000 | |
| MYLAW Maryland Youth & the Law | ||||||||
| Maryland Bar Center 4th Floor520 | Baltimore | MD | 21201 | n/a | 501(3) | support for the Law Links High School Summer Internship program | $10,000 | West Fayette Street |
| Parks & People Foundation | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 212172072 | n/a | 501(3) | support for Super Kids Camp | $10,000 | |
| Planned Parenthood of Maryland | ||||||||
| 330 North Howard Street | Baltimore | MD | 212013610 | n/a | 501(3) | support for Education and Training programs for young people | $15,000 | |
| Protect Democracy Project | ||||||||
| 2020 Pennsylvania Avenue NW Suite | Washington | DC | 200061811 | n/a | 501(3) | general support | $15,000 | 163 |
| Safe Alternative Foundation for Education | ||||||||
| 1501 West Lexington Street | Baltimore | MD | 21223 | n/a | 501(3) | support for the SAFE Summer Camp | $15,000 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | n/a | 501(3) | support for scholarships to enable disadvantaged children to attend camp | $17,500 | |
| Springboard Collaborative | ||||||||
| 1500 John F Kennedy Boulevard Suite | Philadelphia | PA | 191021710 | n/a | 501(3) | support for Springboard Summer in Baltimore | $25,000 | 1160 |
| The Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015556 | n/a | 501(3) | support for the OrchKids summer program | $15,000 | |
| The Literacy Lab | ||||||||
| 1400 16th Street NW Suite 410 | Washington | DC | 20036 | n/a | 501(3) | general support for programming in Baltimore City | $25,000 | |
| Wide Angle Youth Media Inc | ||||||||
| 2601 North Howard Street Suite 160 | Baltimore | MD | 212184964 | n/a | 501(3) | support for the MediaWorks summer program | $12,500 | |
| Women's Law Center Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212045362 | n/a | 501(3) | general support | $10,000 | 201 |
| Your Public Radio Corporation | ||||||||
| 2216 North Charles Street | Baltimore | MD | 21218 | n/a | 501(3) | general support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $664,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $994,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $990,140 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Axiom Asia II | 18 | -$12,973 | ||
| Axiom Asia IV | 18 | -$9,460 | 900001 | $36 |
| Book to Tax Adjustment | 18 | $1,744 | ||
| Centerbridge R/E Associates | 18 | -$4,412 | ||
| Contrarian Distressed IV | 18 | $15,129 | 900001 | $1,608 |
| CPREF AIV I | 18 | -$22,193 | 900001 | $26,625 |
| CPREF AIV II | 18 | -$348 | ||
| CPREF AIV III | 18 | -$446 | ||
| CPREF AIV IV-A | 18 | -$2,421 | 900001 | -$2,160 |
| CPREF AIV V | 19 | -$5,433 | ||
| CPREF Cayman LP | 18 | $15,463 | ||
| Global Alpha Small Cap | 18 | -$11,924 | ||
| Harrison Street V | 18 | -$4,247 | ||
| Madison Int'l RE Fd VI | 18 | $29,080 | ||
| Mesirow Financial Private | 18 | -$6,040 | 900001 | -$1,678 |
| Ocean Avenue Fund III | 18 | -$12,838 | 900001 | -$1,033 |
| Ocean Avenue Fund IV | 18 | -$8,290 | ||
| PEP V | 18 | -$11,785 | 900001 | $45 |
| Perennial Real Estate Fd | 18 | -$10,014 | 900001 | -$263 |
| Prime Finance IV | 18 | -$133 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,179 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,902,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,925,444 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| American Trading and Production Corporation | |||||||
| 1 | One South Street STE 2800 | Baltimore | MD | 212023298 | $42,992 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 2 | One South Street STE 2800 | Baltimore | MD | 212023298 | $46,024 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 3 | One South Street STE 2800 | Baltimore | MD | 212023298 | $60,061 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 4 | One South Street STE 2800 | Baltimore | MD | 212023298 | $29,099 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 5 | One South Street STE 2800 | Baltimore | MD | 212023298 | $19,878 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 6 | One South Street STE 2800 | Baltimore | MD | 212023298 | $51,946 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 166 shs American Tower Corp ($42,992 FMV) | $42,992 | 2022-01-11 |
| 2 | 639 shs Gilead Sciences Inc ($46,024 FMV) | $46,024 | 2022-01-11 |
| 3 | 231 shs Eli Lilly and Co ($60,061 FMV) | $60,061 | 2022-01-11 |
| 4 | 111 shs McDonald's Corp ($29,099 FMV) | $29,099 | 2022-01-11 |
| 6 | 793 shs Sealed Air Corp ($51,946 FMV) | $51,946 | 2022-01-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $57,200 | Amt |
| Net Investment Income | $17,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,040 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (48 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Fund IV | AT COST | $319,997 | $666,782 |
| 57 Stars Global Opportunity | AT COST | $259,438 | $433,849 |
| Artisan Developing World | AT COST | $874,626 | $950,308 |
| Artisan Int'l Fund | AT COST | $3,218,104 | $2,371,471 |
| Avenue Aviation | AT COST | $510,555 | $393,087 |
| Axiom Asia IV | AT COST | $251,506 | $567,850 |
| Axiom Asia Private Capital | AT COST | $509,049 | $446,318 |
| Blackrock Strat Income Opps | AT COST | $1,748,200 | $1,643,685 |
| Centerbridge Partners R/E Associates | AT COST | $851,061 | $1,172,988 |
| Chatham High Yield | AT COST | $750,000 | $1,212,560 |
| Contrarian Distressed IV | AT COST | $622,579 | $613,203 |
| Davidson Kempner Int'l | AT COST | $1,500,000 | $2,111,916 |
| Fir Tree Real Estate | AT COST | $19,540 | $6,358 |
| Global Alpha International Small Cap | AT COST | $1,067,364 | $970,404 |
| GT Distressed III | AT COST | $185,000 | $273,044 |
| Harrison Street V | AT COST | $167,162 | $291,883 |
| Invesco FTSE RAFI US 1000 ETF | AT COST | $998,477 | $1,065,881 |
| Ishares S&P Midcap ETF | AT COST | $491,367 | $636,413 |
| Ishares S&P Smallcap ETF | AT COST | $500,401 | $597,652 |
| Lighthouse Global Long/Short Fund | AT COST | $1,000,000 | $1,341,708 |
| Madison Fund VI | AT COST | $739,303 | $871,730 |
| Magnitude International | AT COST | $1,250,000 | $2,644,589 |
| Mesirow IV Private Equity IV | AT COST | $178,745 | $257,941 |
| Narrow River Capital | AT COST | $1,000,000 | $919,679 |
| Ocean Avenue Fund III | AT COST | $237,476 | $503,222 |
| Ocean Avenue Fund IV | AT COST | $379,228 | $537,125 |
| PEP V LP | AT COST | $195,788 | $205,360 |
| Perennial Real Estate Fund | AT COST | $12,070 | $35,568 |
| Pimco Commodity R.R. Strat | AT COST | $909,462 | $666,114 |
| Pimco Real Return Fund | AT COST | $1,068,152 | $953,985 |
| Pimco Total | AT COST | $1,556,168 | $1,418,762 |
| Pinehurst Institutional Ltd | AT COST | $698,675 | $1,912,393 |
| Prime Finance IV | AT COST | $10,505 | $240 |
| RCP Direct III Cayman Feeder | AT COST | $298,516 | $563,474 |
| RCP Fund XI | AT COST | $454,015 | $1,097,523 |
| State of Israel Bonds | AT COST | $25,000 | $25,000 |
| Taconic CRE Dislocation Fund | AT COST | $300,039 | $231,276 |
| Tiger Pacific Offshore Fund | AT COST | $1,000,000 | $984,673 |
| Vanguard Dev Mkt Index | AT COST | $4,771,857 | $4,722,042 |
| Vanguard Index | AT COST | $2,061,262 | $5,520,957 |
| Vanguard Specialized | AT COST | $1,101,244 | $3,049,148 |
| Vanguard ST Treasury Index | AT COST | $1,121,356 | $1,078,442 |
| VIA VII-VC | AT COST | $254,847 | $739,861 |
| W Capital Partners III | AT COST | $112,064 | $134,115 |
| RTW Innovation Offshore Fund | AT COST | $250,000 | $235,260 |
| RCP Fund VI Feeder Ltd | AT COST | $0 | $46,986 |
| LCP VII (Offshore) LP | AT COST | $0 | $146,185 |
| RCP Fund V | AT COST | $0 | $2,394 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Interest and Dividends receivable | $9 | $8,698 | $8,698 |
| Receivable - Centerbridge Partners R/E Associates | $361,863 | $30,076 | $30,076 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Stock Donations - Difference between tax and cost basis | Desc |
| Amt | $181,005 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $6 | $0 | $6 |
| Dues & Subscriptions | $87 | $0 | $87 |
| Equipment Expense | $88 | $0 | $88 |
| Equipment Maintenance | $132 | $0 | $132 |
| Investment Expense- Compliance Fee | $185 | $185 | $0 |
| Postage | $338 | $0 | $338 |
| Software Expenses | $1,625 | $0 | $1,625 |
| Supplies | $15 | $0 | $15 |
| Telephone | $176 | $0 | $176 |
| Website | $480 | $0 | $480 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Axiom Asia II | -$12,973 | -$12,973 | -$12,973 |
| Axiom Asia IV | -$9,424 | -$9,460 | -$9,424 |
| Book to Tax Adjustment | $1,744 | $1,744 | |
| Centerbridge R/E Associates | -$4,412 | -$4,412 | -$4,412 |
| Contrarian Distressed IV | $16,737 | $15,129 | $16,737 |
| CPREF AIV I | $4,432 | -$22,193 | $4,432 |
| CPREF AIV II | -$348 | -$348 | -$348 |
| CPREF AIV III | -$446 | -$446 | -$446 |
| CPREF AIV IV-A | -$4,581 | -$2,421 | -$4,581 |
| CPREF AIV V | -$5,433 | -$5,433 | -$5,433 |
| CPREF Cayman LP | $15,463 | $15,463 | $15,463 |
| Global Alpha Small Cap | -$11,924 | -$11,924 | -$11,924 |
| Harrison Street V | -$4,247 | -$4,247 | -$4,247 |
| Madison Int'l RE Fd VI | $29,080 | $29,080 | $29,080 |
| Mesirow Financial Private | -$7,718 | -$6,040 | -$7,718 |
| Ocean Avenue Fund III | -$13,871 | -$12,838 | -$13,871 |
| Ocean Avenue Fund IV | -$8,290 | -$8,290 | -$8,290 |
| PEP V | -$11,740 | -$11,785 | -$11,740 |
| Perennial Real Estate Fd | -$10,277 | -$10,014 | -$10,277 |
| Prime Finance IV | -$133 | -$133 | -$133 |
| Taconic CRE Dislocation | -$8,697 | -$8,697 | -$8,697 |
| VIA VII-VA, LP | -$6,701 | -$6,701 | -$6,701 |
| W Capital Partners | -$5,651 | -$5,650 | -$5,651 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fir Tree Real Estate Fund III - book/tax difference | Desc |
| Amt | $7,744 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Greycourt/Other Inv Fees | CategoryTxt |
| Amt | $106,205 | Amt |
| Net Investment Income | $106,205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $19,382 | $19,382 | $0 |
| Excise Taxes | $55,000 | $0 | $0 |
| State Tax W/h | $689 | $689 | $0 |
Comments