KAHLERT FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KAHLERT FOUNDATION INC (EIN 52-1798711)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-01
IRS object ID
202323059349101022
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-01T14:00:16-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822567793PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1809 GLENEAGLES COURT SUITE 101AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21286ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521798711EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG W KAHLERTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4437456571PhoneNum
Signature2023-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGPersonFirstNm
Person LastKAHLERTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERTA WILSON CPAPreparerPersonNm
PTINP00280193PTIN
Phone4102188418PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$403,624,031FMVAssetsEOYAmt
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$225,617InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$225,617InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$768,309DividendsRevAndExpnssAmt
Dividends Net Invst Incm$768,309DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,477,147NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,514,055GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,477,147CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$17OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$17OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$18,471,090TotalRevAndExpnssAmt
Total Net Invst Incm$18,471,090TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$531,871CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$531,871CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$72,628OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$72,628OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,530LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,530LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$22,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$183,058OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$154,760OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$28,298OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$267,461TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,372TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,483TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$667DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$37,932TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$10,811TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$27,121TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$35,547OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,773OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30,774OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,152,694TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$195,246TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$694,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,760,163ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,760,163ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,912,857TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$195,246TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,454,338TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,441,767ExcessRevenueOverExpensesAmt
Net Investment Income$18,275,844NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,620,842CashBOYAmt
Cash EOY$6,827,285CashEOYAmt
Cash EOYFMV$6,827,285CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,961,767SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,515,997SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,515,997SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$300,942PrepaidExpensesBOYAmt
Prepaid Expenses EOY$263,336PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$263,336PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$2,755,076USGovernmentObligationsBOYAmt
US Government Obligations EOY$8,087,858USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,988,791USGovtObligationsEOYFMVAmt
Corporate Stock BOY$80,168,540CorporateStockBOYAmt
Corporate Stock EOY$69,893,211CorporateStockEOYAmt
Corporate Stock EOYFMV$381,977,634CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,372,793CorporateBondsBOYAmt
Corporate Bonds EOY$1,144,497CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,044,979CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$6,676LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$667LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$6,009LandEOYAmt
Land EOYFMV$6,009LandEOYFMVAmt
Total Assets BOY$93,179,960TotalAssetsBOYAmt
Total Assets EOY$91,738,193TotalAssetsEOYAmt
Total Assets EOYFMV$403,624,031TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$93,179,960RetainedEarningBOYAmt
Retained Earning EOY$91,738,193RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$93,179,960TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$91,738,193TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$93,179,960TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$91,738,193TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$93,179,960TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,441,767ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$91,738,193SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$91,738,193TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2023-06-30$7,856,120$7,964,516-$108,396-$108,396
PUBLICLY TRADED SECURITIESP2023-06-30$4,943,522$4,613,922$329,600$329,600
PUBLICLY TRADED SECURITIESP2023-06-30$4,147,059$5,072,182-$925,123-$925,123
PUBLICLY TRADED SECURITIESP2023-06-30$5,149,764$5,217,370-$67,606-$67,606
EVAPCO INCD2023-05-18$20,000,627$2,168,918$17,831,709$17,831,709
CAPITAL GAINS DIVIDENDSP$416,963$416,963$416,963
FieldValueIRS element (for citing)
Capital Gain Net Income$17,477,147CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$254,034InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$254,034SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$254,034TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$263,336EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$263,336TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$9,302OverpaymentAmt
Applied To ES Tax$9,302AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.THEKAHLERTFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1701 1363 PROGRESS WAYAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21784ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREG W KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784PRESIDENT30.00$125,000$0$0
ROBERTA S KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784DIRECTOR1.00$0$0$0
HEATHER K KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784EXECUTIVE VICE PRESIDENT30.00$209,715$0$0
HAROLD W WALSH
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784EXECUTIVE VICE PRESIDENT1.00$0$0$0
RONALD F TUTRONE MD
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784DIRECTOR1.00$0$0$0
JAMES D STONE
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784SECRETARY1.00$0$0$0
SCOTT W KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784DIRECTOR1.00$0$0$0
ELLEN F MYERS
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784EXECUTIVE DIRECTOR30.00$197,156$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonCHELSEY S CURTISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1701 1363 PROGRESS WAYAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21784ZIPCd
FieldValueIRS element (for citing)
TitleGRANTS MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos30.00AverageHrsPerWkDevotedToPosRt
Compensation$58,736CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
T ROWE PRICE ASSOCIATES INC
100 E PRATT STREETBALTIMOREMD21202INVESTMENT MANAGEMENT AND CUSTODY FEES$100,707
BROWN ADVISORY INCORPORATED
901 S BOND STREET SUITE 400BALTIMOREMD21231INVESTMENT MANAGEMENT AND CUSTODY FEES$54,053
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$375,019,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,959,091AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$149,081FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$383,128,066TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$383,128,066AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,746,921CashDeemedCharitableAmt
Net Vl Noncharitable Assets$377,381,145NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,869,057MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,869,057MinimumInvestmentReturnAmt
Tax Based On Investment Income$254,034TaxBasedOnInvestmentIncomeAmt
Total Tax$254,034TotalTaxAmt
Distributable Before Adj$18,615,023DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,615,023DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,615,023DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,454,338ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,454,338QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,615,023DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$226,280ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$316,598ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$542,878TotalExcessDistributionCyovAmt
Qualifying Distributions$19,454,338QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,615,023AppliedToCurrentYearAmt
Remaining Distri From Corpus$839,315RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,382,193TotalCorpusAmt
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$1,382,193ExcessDistriCyovToNextYrAmt
Excess From Year4$226,280ExcessFromYear4Amt
Excess From Year3$316,598ExcessFromYear3Amt
Excess From Current Year$839,315ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (184 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
5 FOR THE FIGHT FOUNDATION
333 WEST RIVER PARK DRIVEPROVOUT84604PCTO SUPPORT 5 FOR THE FIGHT CANCER RESEARCH INTERNSHIP$200,000
ALS ASSOCIATION - DCMDVA CHAPTER
30 WEST GUDE DRIVE SUITE 150ROCKVILLEMD20850PCTO SUPPORT CERTIFIED TREATMENT CENTER OF EXCELLENCE AT JOHNS HOPKINS MEDICINE$115,000
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVENUE 17THCHICAGOIL60601PCTO SUPPORT ACCELERATING RESEARCH AND MAXIMIZING CARE & SUPPORT FOR ALL AFFECTED$100,000FLOOR
AMERICAN CORPORATE PARTNERS
145 EAST 45TH STREET 19ANEW YORKNY10017PCTO SUPPORT ACP VETERAN MENTORING PROGRAM$100,000
AMERICAN HEART ASSOCIATION
5001 SOUTH MIAMI BOULEVARD SUITEDURHAMNC27703PCTO SUPPORT HEART HEALTHY KIDS AND LIFESAVERS$100,000300
AMERICAN RED CROSS IN UTAH
6616 SOUTH 900 EASTSALT LAKE CITYUT84121PCTO FUND FORD TRANSIT CONNECT VEHICLES$50,000
ARC OF CARROLL COUNTY INC
180 KRIDERS CHURCH ROADWESTMINSTERMD21158PCTO SUPPORT CAPITAL IMPROVEMENTS - RESIDENTIAL, GOLF SPONSORSHIP AND SPONSORSHIP FY 2023$54,000
ARC OF HOWARD COUNTY
11735 HOMEWOOD ROADELLICOTT CITYMD21042PCTO FUND RENOVATIONS AND REPAIRS TO RESIDENTIAL HOUSES AND THE MAIN OFFICE$30,000
ASCENSION ST AGNES HOSPITAL FOUNDATION
900 SOUTH CATON AVENUEBALTIMOREMD21229PCTO SUPPORT ASCENSION ST AGNES HOSPITAL MOBILE HEALTH CLINIC$100,000
ASIA ART ARCHIVE IN AMERICA INCORPORATED
23 CRANBERRY STREETBROOKLYNNY11201PCTO PROVIDE OPERATING SUPPORT$5,000
ASSOCIATION OF COMMUNITY SERVICES OF HOWARD COUNTY
9770 PATUXENT WOODS DRIVE SUITE 301COLUMBIAMD21046PCTO SUPPORT PROMOTING EQUITY AND TRACKING SELF-SUFFICIENCY IN HOWARD COUNTY$25,000
BALLET WEST
52 WEST 200 SOUTHSALT LAKE CITYUT84101PCTO SUPPORT 2022/23 YOUTH ARTS EDUCATION AND COMMUNITY OUTREACH PROGRAMS$25,000
BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA
701 WYMAN PARK DRIVEBALTIMOREMD21211PCTO PROVIDE SPONSORSHIP FY 2023$2,500
BALTIMORE CONNECT
624 NORTH BROADWAYBALTIMOREMD21205PCTO SUPPORT ADVANCING MENTAL HEALTH CAPACITY BUILDING AND SERVICES FOR VULNERABLE POPULATIONS$30,000
BALTIMORE SQUASHWISE
2801 SISSON STREET SUITE 100BALTIMOREMD21211PCTO FUND SQUASHWISE CENTER FOR YOUTH PARTNERSHIP & PROGRAM RELOCATION$75,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741PCTO PROVIDE OPERATING SUPPORT$15,000
BIOTECHNICAL INSTITUTE OF MARYLAND
1101 WEST PRATT STREET SUITE 302BALTIMOREMD21223PCTO SUPPORT TRAINING THE UNEMPLOYED AND UNDEREMPLOYED TO SUPPORT/BECOME TOMORROW'S SCIENTISTS$50,000
BOYS & GIRLS CLUB OF CARROLL COUNTY
71 EAST MAIN STREETWESTMINSTERMD21157PCTO SUPPORT WORKFORCE DEVELOPMENT ACADEMY: CAREER LAUNCH$25,000
BOYS HOPE GIRLS HOPE OF BALTIMORE
3817 FLEETWOOD AVENUEBALTIMOREMD21206PCTO SUPPORT TUITION ASSISTANCE AND BHGH ACADEMY$50,000
BRENDAN CORPORATION
1501 M STREET NW SUITE 340WASHINGTONDC20005PCTO SUPPORT BRENDAN SAILING$35,000
BRIGHT MINDS FOUNDATION
10910 ROUTE 108ELLICOTT CITYMD21042PCTO SUPPORT HELPING EVERY STUDENT ACHIEVE AND GOLF SPONSORSHIP FY 2023$49,500
CAL RIPKEN SR FOUNDATION
1427 CLARKVIEW ROADBALTIMOREMD21209PCTO SUPPORT RIPKEN FOUNDATION STEM CENTERS IN CARROLL AND HOWARD COUNTIES AND GOLF OUTING SPONSORSHIP$506,000
CALVERT HALL COLLEGE OF BALTIMORE CITY
8102 LA SALLE ROADBALTIMOREMD21286PCTO FUND KAHLERT FOUNDATION SCHOLARSHIP$30,000
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210PCTO FUND THE KAHLERT SCHOLARSHIP FUND OR THE KAHLERT MUSIC ROOM$50,000
CAMP ATTAWAY
9770 PATUXENT WOODS DRIVE SUITE 303COLUMBIAMD21046PCTO SUPPORT 2023 CAMP,PARENT EDUCATION/SUPPORT GROUPS, YR-ROUND CAMPER ACTIVITIES, AND 2023 GIN AND JAZZ GALA$47,556
CARING CARROLL INC
255 CLIFTON BOULEVARD SUITE 213WESTMINSTERMD21157PCTO SUPPORT CARING CARROLL SENIOR RIDES AND SERVICES$70,000
CARROLL COMMUNITY COLLEGE FOUNDATION INC
1601 WASHINGTON ROADWESTMINSTERMD21157PCTO SUPPORT CARROLL'S STRATEGIC PRIORITIES AND STARRY NIGHT SPONSORSHIP$303,500
CARROLL COUNTY BUREAU OF AGING & DISABILITIES - VETERAN SERVICES PROGRAM
125 STONER AVENUEWESTMINSTERMD21157PCTO PROVIDE CARROLL COUNTY VETERAN SERVICES PROGRAM AND OLDER ADULT EMERGENCY FUND GRANT 2022-2023$110,000
CARROLL COUNTY CHAMBER OF COMMERCE
9 EAST MAIN STREET SUITE 105WESTMINSTERMD21157PCTO PROVIDE FY 23 SPONSORSHIP - CARROLL COUNTY WOMEN'S CONFERENCE$5,000
CARROLL COUNTY FOOD SUNDAY
P O BOX 2160 10 DISTILLERY DRIVEWESTMINSTERMD21157PCTO SUPPORT VEGGIE VOUCHER PROGRAM 2023 AND GALA FY 2023$27,500
CARROLL COUNTY VETERANS INDEPENDENCE PROJECT
P O BOX 2878WESTMINSTERMD21157PCTO SUPPORT CARROLL COUNTY VETERANS INDEPENDENCE PROJECT AND SPONSORSHIP$100,125
CARROLL COUNTY YOUTH SERVICE BUREAU INC
59 KATE WAGNER ROADWESTMINSTERMD21157PCTO SUPPORT CCYSB'S BUILDING ADDITION AND MOBILE TREATMENT PROGRAM$75,000
CARROLL HOSPICE INC
292 STONER AVENUEWESTMINSTERMD21157PCTO FUND EXPANSION OF BRIDGINGLIFE'S INPATIENT FACILITY, DOVE HOUSE$100,000
CARROLL HOSPITAL CENTER AUXILIARY
200 MEMORIAL AVENUEWESTMINSTERMD21157PCTO SUPPORT FY 2023 GALA$3,500
CARROLL HOSPITAL CENTER FOUNDATION INC
200 MEMORIAL AVENUEWESTMINSTERMD21157PCTO FUND THE DR. FLAVIO KRUTER ONCOLOGY PROGRAM DIRECTORSHIP ENDOWED FUND, SIMULATION CENTER AND GOLF SPONSORSHIP FY 2023$503,000
CARROLL TECHNOLGY AND INNOVATION COUNCIL INC
255 CLIFTON BOULEVARDWESTMINSTERMD21157PCTO SUPPORT CTIC TECHKIDS AND TECHWORKS FY 2023$75,000
CARRY ON FOUNDATION
125 WEST 500 SOUTHPROVOUT84601PCTO SUPPORT CARRY ON FOUNDATION SKATEPARK AND PROGRAM EXPANSION$50,000
CARSON SCHOLARS FUND
305 WEST CHESAPEAKE AVENUE SUITETOWSONMD21204PCTO PROVIDE 2024 CARSON SCHOLARS SUPPORT FOR 45 SCHOLARSHIPS, A MD BANQUET SPONSORSHIP AND OPERATING FUNDS, GOLF SPONSORSHIP FY 2023$78,000310
CHANGE THE CONVERSATION
1340 SMITH AVENUEBALTIMOREMD21209PCTO PROVIDE SCHOOL-BASED EDUCATION AND TRAINING TO PREVENT CHILD SEXUAL ABUSE$30,000
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRIVEBALTIMOREMD21207PCTO SUPPORT OUTWARD BOUND CORNERSTONE 2023 AND CHARTING NEW PATH FOR LEAD INSTRUCTORS$102,555
CHILDREN OF INCARCERATED PARENTS PARTNERSHIP INC
22 SOUTH MARKET STREET SUITE 101AFREDERICKMD21701PCTO FUND COIPP EDUCATIONAL RESOURCE BOXES$20,000
CHILDREN'S CANCER FOUNDATION
5570 STERRETT PLACE 204COLUMBIAMD21044PCTO SUPPORT 2023 CCF RESEARCH SYMPOSIUM, CCF VIDEOS, PROGRAM SUPPORT$50,000
CHILDREN'S INN AT NIH INC
7 WEST DRIVEBETHESDAMD20814PCTO FUND RENOVATING "A PLACE LIKE HOME" TO MEET FUTURE PATIENT NEEDS OF THE NATIONAL INSTITUTES OF HEALTH$100,000
CITY TEACHING ALLIANCE
1800 WASHINGTON BOULEVARD SUITE 411BALTIMOREMD21230PCTO SUPPORT URBAN TEACHERS - DIVERSE, EFFECTIVE, INCLUSIVE EDUCATORS FOR BALTIMORE CITY$75,000
COASTAL CONSERVATION ASSOCIATION FLORIDA
6919 PORTWEST DRIVE SUITE 100HOUSTONTX77024PCTO PROVIDE OPERATING SUPPORT$10,000
COMMUNITY COLLEGE OF BALTIMORE COUNTY FOUNDATION INC
7200 SOLLERS POINT ROADDUNDALKMD21222PCTO PROVIDE SUPPORT FOR CCBC SCHOOL OF HEALTH PROFESSIONS$150,000
COMMUNITY FOUNDATION OF CARROLL COUNTY
255 CLIFTON BOULEVARD SUITE 313WESTMINSTERMD21157PCTO PROVIDE 2023 - 2024 OPERATION SUPPORT, PHILANTHROPIST OF THE YEAR 2022 SPONSORSHIP, AND FY 23 DISCRETIONARY GRANT IN MEMORY OF JOE CIMINO$38,093
COMMUNITY FOUNDATION OF HOWARD COUNTY
6680 MARTIN ROADCOLUMBIAMD21044PCTO SUPPORT YEARS 3 THRU 5 OF 50TH ANNIVERSARY, SPRING PARTY SPONSORSHIP, AND ANNUAL DINNER SPONSORSHIP FY 2023$36,000
COMMUNITY FOUNDATION OF NEW JERSEY
P O BOX 338MORRISTOWNNJ07963PCTO PROVIDE OPERATING SUPPORT$25,000
CONTINUE MISSION
1002 WEST 900 SOUTHWOODS CROSSUT84087PCTO SUPPORT CONTINUE MISSION VETERANS RECREATION PROGRAM$25,000
COOL KIDS CAMPAIGN FOUNDATION
8422 BELLONA LANE SUITE 102TOWSONMD21204PCTO SUPPORT COOL KIDS TUTORING AND EDUCATIONAL PROGRAMMING$50,000
CRISTO REY JESUIT HIGH SCHOOL
420 SOUTH CHESTER STREETBALTIMOREMD21231PCTO FUND CRISTO REY JESUIT SCHOLARSHIP$75,000
CURES WITHIN REACH
134 NORTH LASALLE 1130CHICAGOIL60602PCTO SUPPORT CLINICAL REPURPOSING TO IMPACT VETERANS' ISSUES AND THE MID-ATLANTIC REGION: FY 2023$100,000
DAYS END FARM HORSE RESCUE
1372 WOODBINE ROADWOODBINEMD21797PCTO SUPPORT LEGACY CAMP$20,000
DVA AND MORE INC
3790 OLD POST ROADSALISBURYMD21804PCTO PROVIDE SPONSORSHIP FY 2023$6,000
ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER
331 SOUTH 600 EASTSALT LAKE CITYUT84102PCTO FUND ENCIRCLE HOME EXPANSION AND MENTAL HEALTH SERVICES$250,000
FIRST FRUITS FARM INC
20431 MIDDLETOWN ROADFREELANDMD21053PCTO FUND FIRST FRUITS FARM FLAGSHIP FOUNDATION REQUEST - YEAR 2$100,000
FOLDS OF HONOR FOUNDATION
DEPARTMENT 13TULSAOK74182PCTO SUPPORT MARYLAND EDUCATIONAL SCHOLARSHIP FUND AND GOLF OUTING SPONSORSHIP$105,000
FORGE FORWARD PROJECT
420 MAIN STREET WESTAMERICAN FORKUT84003PCTO SUPPORT FORGE FORWARD PROJECT$25,000
FORT MEADE ALLIANCE FOUNDATION
7467 RIDGE ROAD SUITE 200HANOVERMD21076PCTO FUND POST CAPITAL CAMPAIGN NEEDS$125,000
FRANK J BATTAGLIA SIGNAL 13 FOUNDATION
732 DEEPDENE ROAD P O BOX 5661BALTIMOREMD21210PCTO SUPPORT SIGNAL 13 FOUNDATION SCHOLARSHIP PROGRAM$25,000
FREDERICK HEALTH HOSPICE
1 FREDERICK HEALTH WAYFREDERICKMD21701PCTO SUPPORT FREDERICK HEALTH HOSPICE VETERAN PROGRAM$75,000
FRIENDS OF THE HOWARD COUNTY LIBRARY INC
9411 FREDERICK ROADELLICOTT CITYMD21042PCTO SUPPORT SUMMER READING AND FUN: STEAM$15,000
FRIENDS OF THE LYRIC INC
59 SW FLAGLER AVENUESTUARTFL34994PCTO PROVIDE OPERATING SUPPORT$20,000
FUEL FUND OF MARYLAND
57 WEST TIMONIUM ROAD SUITE 208TIMONIUMMD21093PCTO SUPPORT SILVER LIGHTS & STARS AND STRIPES: UTILITY ASSISTANCE FOR SENIORS, THE CRITICALLY ILL, & VETERANS$50,000
FULLMER LEGACY FOUNDATION
155 NORTH 400 WEST SUITE 510SALT LAKE CITYUT84103PCTO SUPPORT FULLMER LEGACY CENTER$300,000
GBMC INC
6701 NORTH CHARLES STREET SUITE 101BALTIMOREMD21204PCTO SUPPORT THE PROMISE PROJECT (HOSPITAL ADDITION AND SANDRA R BERMAN PAVILION)$333,334
GILCHRIST HOSPICE CARE INC
11311 MCCORMICK ROAD SUITE 350HUNT VALLEYMD21031PCTO SUPPORT MUSIC THERAPY PROGRAM AND GILCHRIST GALA$30,000
HABITAT FOR HUMANITY OF CARROLL COUNTY
255 CLIFTON BOULEVARD SUITE 301WESTMINSTERMD21157PCTO SUPPORT CRITICAL HOME REPAIR PROGRAM$75,000
HALCYON
3400 PROSPECT STREET NWWASHINGTONDC20007PCTO PROVIDE OPERATING SUPPORT$25,000
HAMPDEN FAMILY CENTER
1104 WEST 36TH STREETBALTIMOREMD21211PCTO SUPPORT AFTER SCHOOL ENRICHMENT PROGRAM$20,000
HIPPODROME FOUNDATION INC
416 WEST BALTIMORE STREETBALTIMOREMD21201PCTO FINISH THE FRANCE-MERRICK PERFORMING ARTS CENTER (FMPAC) FOR THE BENEFIT OF THE BALTIMORE COMMUNITY$200,000
HIRE HEROES USA
1360 UNION HILL ROAD BUILDING 2ALPHARETTAGA30004PCTO PROVIDE EMPLOYMENT SUPPORT FOR MARYLAND VETERANS, TRANSITIONING SERVICE MEMBERS, AND SPOUSES$100,000SUITE A
HO HO HO INC DBA SANTA'S HELPERS ANONYMOUS
14411 COOPER ROADPHOENIXMD21131PCTO SUPPORT ELVES HELPING FAMILIES IN NEED AT CHRISTMAS$15,000
HOFFA FOUNDATION
6028 SYKESVILLE ROADSYKESVILLEMD21784PCTO SUPPORT HOFFA OPERATIONS$25,000
HOOD COLLEGE
401 ROSEMONT AVENUEFREDERICKMD21701PCTO FUND HOOD COLLEGE SCIENCE AND TECHNOLOGY CENTER EXPANSION AND NURSING SIMULATION EQUIPMENT$125,000
HOPE FOR HENRY FOUNDATION
2440 WISCONSIN AVENUE NW SUITE 201WASHINGTONDC20007PCTO SUPPORT REWARDING PEDIATRIC PATIENTS IN MARYLAND AND ELEVATING THEIR CARE$75,000
HOPE RISING FAMILY RESOURCE CENTER - WESLEY FREEDOM UNITED METHODIST CHURCH
961 JOHNSVILLE ROADELDERSBURGMD21784PCTO SUPPORT MENTAL HEALTH AND HUMAN SERVICES FOR SOUTH CARROLL COUNTY$25,000
HOPECAM INC
12100 SUNSET HILLS ROAD SUITE C-10RESTONVA20190PCTO SUPPORT CHAMPIONS OF HOPE - MARYLAND AND UTAH$20,000
HOPEWELL CANCER SUPPORT INC
P O BOX 755BROOKLANDVILLEMD21022PCTO SUPPORT CREATING A HYBRID HOPEWELL$75,000
HORIZON DAY CAMP
8 MARKET PLACE SUITE 331BALTIMOREMD21202PCTO SUPPORT HORIZON DAY CAMP 2023$60,000
HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
10901 LITTLE PATUXENT PARKWAYCOLUMBIAMD21044PCTO FUND MATHEMATICS AND ATHLETICS BUILDING NAMING AND GALA SPONSORSHIP FY 2023$405,000
HOWARD COUNTY MEDICAL CENTER
5755 CEDAR LANECOLUMBIAMD21044PCTO SUPPORT THE PROMISE OF WOMEN'S HEALTH AT HOWARD COUNTY GENERAL HOSPITAL$500,000
HUMAN SERVICES PROGRAMS OF CARROLL COUNTY INC
10 DISTILLERY DRIVE SUITE G1WESTMINSTERMD21157PCTO SUPPORT ECONOMIC MOBILITY PROGRAM$25,000
I J & JEANNE WAGNER JEWISH COMMUNITY CENTER
2 NORTH MEDICAL DRIVESALT LAKE CITYUT84113PCTO FUND SALT LAKE JCC CAPITAL EXPANSION PROJECT$150,000
INTERFAITH HOUSING ALLIANCE
22 SOUTH MARKET STREET SUITE 217FREDERICKMD21701PCTO FUND REHABILITATION OF WEINBERG HOUSE$25,000
INTERMOUNTAIN HEALTHCARE FOUNDATION INC
36 SOUTH STATE STREETSALT LAKE CITYUT84111PCTO SUPPORT PRIMARY CHILDREN'S HOSPITAL, PEDIATRIC CANCER AND INFUSION CENTER$1,000,000
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21117PCTO SUPPORT CULTIVATING COMMUNITY AND IRVINE ANNUAL FUND$20,000
IVYMOUNT SCHOOL INC
11614 SEVEN LOCKS ROADROCKVILLEMD20854PCTO SUPPORT PARTNERING FOR PRODUCTIVE FUTURES$30,000
JDRF
1400 K STREET NW SUITE 725WASHINGTONDC20005PCTO SUPPORT TYPE 1 DIABETES RESEARCH AND INDIVIDUALS AND FAMILIES IMPACTED IN MID-ATLANTIC REGION$50,000
JEWISH FAMILY SERVICE
495 EAST 4500 SOUTH SUITE 100SALT LAKE CITYUT84107PCTO SUPPORT PROJECT ENCOURAGE/CAREGIVER CONNECTION/SAFETY NET PROGRAM$25,000
JOHNS HOPKINS UNIVERSITY
750 EAST PRATT STREET SUITE 1700BALTIMOREMD21202PCTO FUND JOHNS HOPKINS CHILDREN'S CENTER FAMILY CONSULT ROOM, POST ANESTHESIA CARE UNIT (PACU), 4TH FLOOR$50,000
JOSHUA M FREEMAN FOUNDATION
31255 AMERICANA PARKWAYSELBYVILLEDE19975PCTO PROVIDE OPERATING SUPPORT$10,000
JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND
10711 RED RUN BOULEVARD SUITE 110OWINGS MILLSMD21117PCTO SUPPORT JA FINANCE PARK AND SPONSORSHIP FY 2023$52,500
JUNIOR ACHIEVEMENT OF UTAH INC
515 SOUTH 700 EAST SUITE 1FSALT LAKE CITYUT84102PCTO SUPPORT OREM JUNIOR ACHIEVEMENT CITY CAPITAL CAMPAIGN PROJECT$200,000
JUST TRYAN IT
P O BOX 34589BETHESDAMD20827PCTO SUPPORT JUST TRYAN IT FAMILY ASSISTANCE FUND$25,000
KENNEDY KRIEGER INSTITUTE
707 NORTH BROADWAYBALTIMOREMD21205PCTO SUPPORT ACQUIRING HD-DOT CAPABILITIES$100,000
KIDS ON THE MOVE INC
475 HOSPITAL DRIVEOREMUT84057PCTO FUND KIDS ON THE MOVE GRANT REQUEST 2022$25,000
KIPP BALTIMORE
2000 EDGEWOOD STREETBALTIMOREMD21216PCTO SUPPORT KIPP FORWARD ALUMNI PERSISTENCE$75,000
LABS FOR LIBERTY
2125 SOUTH HIGHWAY 66 P O BOX 633MORGANUT84050PCTO FUND LIBERTY OUTPOST GYM PROJECT$50,000
LEARNING UNDEFEATED INC
9841 WASHINGTONIAN BOULEVARD SUITEGAITHERSBURGMD20878PCTO SUPPORT 2023-2024 MOBILE STEM LABORATORY INITIATIVE$100,000330
LITERACY COUNCIL OF CARROLL COUNTY INC
255 CLIFTON BOULEVARD SUITE 314WESTMINSTERMD21157PCTO PROVIDE OPERATIONAL SUPPORT FOR THE LITERACY COUNCIL ACTIVITIES 2023$30,000
LOYOLA BLAKEFIELD
500 CHESTNUT AVENUETOWSONMD21204PCTO PROVIDE GRANT FOR NEED-BASED FINANCIAL AID FOR STUDENTS WHO ALSO DEMONSTRATE TALENT IN WRESTLING AND OPERATING SUPPORT$25,000
MACBETH ACADEMY
961 JOHNSVILLE ROADELDERSBURGMD21784PCTO SUPPORT CARROLL COUNTY YOUTH EDUCATIONAL PROGRAM$25,000
MAKE-A-WISH MID-ATLANTIC
6555 ROCK SPRING DRIVE SUITE 280BETHESDAMD20817PCTO SUPPORT FY23-24 MID-ATLANTIC WISHES: BALTIMORE WISH FUND ANCHOR PARTNER$125,000
MAKE-A-WISH UTAH
771 EAST WINCHESTERMURRAYUT84107PCTO HELP MAKE-A-WISH UTAH GRANT 10 WISHES$50,000
MARRIAGE AND RELATIONSHIP EDUCATION CENTER INC
255 CLIFTON BOULEVARD SUITE 213WESTMINSTERMD21157PCTO PROVIDE GARDEN PARTY SPONSORSHIP 2023$2,500
MARTIN MEMORIAL HEALTH SYSTEMS INC
P O BOX 9010STUARTFL34995PCTO PROVIDE OPERATING SUPPORT$10,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS ROADBALTIMOREMD21227PCTO PROVIDE FOODWORKS CULINARY TRAINING PROGRAM CAPITAL EXPANSION, COMPUTER LAB, SUPPORTING MARYLAND FAMILIES THROUGH HOLIDAY & SUMMER MEALS$125,000
MARYLAND SCIENCE CENTER
601 LIGHT STREETBALTIMOREMD21230PCTO SUPPORT MARYLAND SCIENCE CENTER FY2023 FREE ADMISSION & GENERAL OPERATING$50,000
MARYLAND ZOOLOGICAL SOCIETY INC
1876 MANSION HOUSE DRIVEBALTIMOREMD21217PCTO SUPPORT THE MARYLAND ZOO IN BALTIMORE'S TEEN VOLUNTEER PROGRAM$30,000
MCDANIEL COLLEGE
2 COLLEGE HILLWESTMINSTERMD21157PCTO SUPPORT MCDANIEL COLLEGE BACHELOR OF SCIENCE IN NURSING PROGRAM: PHASE II DEVELOPMENT AND HEY WESTMINSTER$160,000
MEDSTAR HEALTH
10980 GRANTCHESTER WAYCOLUMBIAMD21044PCTO SUPPORT MUSCULOSKELETAL RESEARCH & INNOVATION CENTER GAIT & MOTION ANALYSIS LAB AT MEDSTAR UNION MEMORIAL$250,000
MID ATLANTIC GIGABIT INNOVATION COLLABORATORY INC
P O BOX 517WESTMINSTERMD21157PCTO FUND MAGIC CYBERSECURITY PROGRAM SUPPORT & THE WESTMINSTER ARIC PROJECT$60,000
MILDRED MINDELL FOUNDATION INC
9 OLD CREEK ROADOWINGS MILLSMD21117PCTO PROVIDE OPERATING SUPPORT$15,000
MISSION OF MERCY
22 SOUTH MARKET STREET SUITE 6DFREDERICKMD21701PCTO SUPPORT FORGING FORWARD TOWARD THE FUTURE (A $1,000,000 MEDICAL & PROGRAM SUSTAINABILITY INITIATIVE) AND SPONSORSHIP$102,500
MONTESSORI SCHOOL OF WESTMINSTER INC
1055 MONTESSORI DRIVEWESTMINSTERMD21158PCTO FUND SUPPORTING AT-RISK LEARNERS$35,000
MOONLIT ACRES RETREAT FARM INC
146 LILY VALLEY DRIVEWESTMINSTERMD21157PCTO PROVIDE OPERATING SUPPORT$5,000
MOUNT ST MARY'S UNIVERSITY
16300 OLD EMMITSBURG ROADEMMITSBURGMD21727PCTO SUPPORT MSMU LEARNING SERVICES AND STUDENTS WITH DISABILITIES SUCCESS IN STEM$50,000
MOVEABLE FEAST
901 NORTH MILTON AVENUEBALTIMOREMD21205PCTO PROVIDE GENERAL OPERATING SUPPORT$35,000
MT WASHINGTON PEDIATRIC HOSPITAL
1708 WEST ROGERS AVENUEBALTIMOREMD21209PCTO SUPPORT THE ABILITY CENTER AT MT. WASHINGTON PEDIATRIC HOSPITAL (MWPH)$50,000
NATHAN CHRIS BAKER FOUNDATION
P O BOX 994SYKESVILLEMD21785PCTO SUPPORT NATE'S PLACE$25,000
NATIONAL AQUARIUM INC
501 EAST PRATT STREETBALTIMOREMD21202PCTO FUND WATERFRONT CAMPUS REVITALIZATION & STEM EDUCATION PROGRAMS$50,000
NATURAL REFRIGERATION FOUNDATION
1001 NORTH FAIRFAX STREET SUITE 503ALEXANDRIAVA22314PCTO SUPPORT NATURAL REFRIGERATION FOUNDATION - FOUNDERS SCHOLARSHIP PROGRAM 2023-2024 AND SPONSORSHIP$54,000
NAVY SEAL FOUNDATION
1619 D STREET BUILDING 5326VIRGINIA BEACHVA23459PCTO FUND NAVY SEAL FOUNDATION WARRIOR FITNESS PROGRAM$100,000
NEXT ONE UP
P O BOX 22503BALTIMOREMD21203PCTO PROVIDE SUPPORT FOR NEXT ONE UP'S LONG-TERM MENTORING PROGRAMS FOR YOUNG MEN IN BALTIMORE CITY$50,000
NMAR INC
240 EAST LOUDON VALLEY DRIVEPURCELLVILLEVA20132PCTO SUPPORT RELIGION'S ROLE IN THE AMERICAN RESPONSE TO 9/11$25,000
NORTH CARROLL COMMUNITY SCHOOL
401 STONE ROADWESTMINSTERMD21158PCTO FUND 2023 KAHLERT KIDS SCHOLARSHIP FUND$20,000
OHANA OF HOWARD COUNTY INC
11350 TOOKS WAYCOLUMBIAMD21044PCTO SUPPORT OHANAHC$20,000
OHR CHADASH ACADEMY
7310 PARK HEIGHTS AVENUEPIKESVILLEMD21208PCTO PROVIDE OPERATING SUPPORT$5,000
OPERATION HOMEFRONT INC
1355 CENTRAL PARKWAY SOUTH SUITESAN ANTONIOTX78232PCTO FUND TRANSITIONAL HOUSING - APARTMENTS (MARYLAND)$250,000100
PARKS & PEOPLE
2100 LIBERTY HEIGHTS AVENUEBALTIMOREMD21217PCTO PROVIDE SUPPORT FOR WORKFORCE DEVELOPMENT PROGRAM AT PARKS & PEOPLE$25,000
PARTNERSHIP AND INSPIRATION FOR ENGINEERNG EDUCATION AND ENTREPRENEURSHIP
1797 NATURES WAYWOODBINEMD21797PCTO SUPPORT ROBOTICS AND MORE 2023$12,000
PATAPSCO HERITAGE GREENWAY
P O BOX 96ELLICOTT CITYMD21041PCTO SUPPORT A WATERSHED IN TIME: EXPLORING THE PATAPSCO'S PAST, PRESENT AND FUTURE$10,000
PATROL BASE ABBATE
1400 SOUTH WALTER REED DRIVEARLINGTONVA22204PCTO SUPPORT UTAH LOCAL CHAPTER PROGRAMMING$25,000
PENN-MAR HUMAN SERVICES
310 OLD FREELAND ROADFREELANDMD21053PCTO SUPPORT BELONGING AT PENN-MAR$50,000
PORT DISCOVERY CHILDREN'S MUSEUM
35 MARKET PLACEBALTIMOREMD21202PCTO FUND ATRIUM RENOVATION AND PLAYMAKERS ACCESS PROGRAM$75,000
PREGNANCY SUPPORT CENTER OF CARROLL COUNTY
95 CARROLL STREET SUITE 101WESTMINSTERMD21157PCTO FUND SONOGRAM ROOM EXPANSION$25,000
READING PARTNERS
1500 UNION AVENUE SUITE 2200BALTIMOREMD21211PCTO SUPPORT ONE-ON-ONE VIRTUAL AND IN-PERSON LITERACY TUTORING FOR ELEMENTARY-AGED STUDENTS IN BALTIMORE CITY$25,000
RESPITE RETREATS
6021 UNIVERSITY BOULEVARD SUITE 175ELLICOTT CITYMD21403PCTO FUND RESPITE RETREATS EXPANSION REQUEST$25,000
RIVERS COALITION INC
P O BOX 2627STUARTFL34997PCTO PROVIDE OPERATING SUPPORT$10,000
ROAD HOME
1415 SOUTH MAIN STREETSALT LAKE CITYUT84115PCTO PROVIDE SUPPORT FOR PEOPLE SERVED IN THE ROAD HOME'S EMERGENCY SHELTER AND RESOURCE CENTER PROGRAM$25,000
ROBERTA'S HOUSE INC
928 EAST NORTH AVENUEBALTIMOREMD21202PCTO SUPPORT ROBERTA'S HOUSE BEHAVIORAL HEALTH PROGRAM$25,000
ROCHESTER INSTITUTE OF TECHNOLOGY
P O BOX 92765ROCHESTERNY14692PCTO PROVIDE OPERATING SUPPORT$20,000
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVENUEBALTIMOREMD21210PCTO FUND THE KAHLERT TUTRONE SCHOLARSHIP$100,000
RONALD MCDONALD HOUSE CHARITIES OF MARYLAND INC
1 AISQUITH STREETBALTIMOREMD21202PCTO PROVIDE RMHC MARYLAND ANNUAL OPERATING GRANT 2023$100,000
RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA INC
935 EAST SOUTH TEMPLESALT LAKE CITYUT84102PCTO PROVIDE GUARDIAN OF LIGHT GALA SPONSOR AND EMERGENCY MEDICAL HOUSING SUPPORT$25,000
SAMUEL READY SCHOLARSHIPS INC
P O BOX 202RIDERWOODMD21139PCTO PROVIDE SCHOLARSHIP FUNDS FOR ACADEMICALLY PROMISING GIRLS WITH LIMITED RESOURCES IN THE BALTIMORE AREA$30,000
SAPREA
4101 NORTH THANKSGIVING WAY SUITELEHIUT84043PCTO SUPPORT OFFERING HEALING TO SUVIVORS OF CHILD SEXUAL ABUSE$25,000100
SEMPER FI & AMERICA'S FUND
825 COLLEGE BOULEVARD SUITE 102 PMBOCEANSIDECA92057PCTO FUND SERVICE MEMBER & FAMILY SUPPORT FOR MARYLAND SERVICE MEMBERS, VETERANS, AND MILITARY FAMILIES$100,000609
SHEPHERD'S CLINIC
2800 KIRK AVENUEBALTIMOREMD21218PCTO PROVIDE SHEPHERD'S GENERAL OPERATING SUPPORT$25,000
SINAI HOSPITAL OF BALTIMORE INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215PCTO SUPPORT SINAI REHABILITATION CENTER & EMERGENCY DEPARTMENT MODERNIZATION$250,000
SPY HOP PRODUCTIONS
208 WEST HARVEY MILK BOULEVARDSALT LAKE CITYUT84101PCTO SUPPORT SPY HOP YOUTH MEDIA ARTS CENTER$300,000
ST MARY'S COLLEGE OF MARYLAND FOUNDATION
18952 EAST FISHER ROADST MARYS CITYMD20686PCTO PROVIDE OPERATING SUPPORT$20,000
STEVENSON UNIVERSITY
1525 GREENSPRING VALLEY ROADSTEVENSONMD21153PCTO FUND ROLLINS-LUETKEMEYER SCHOLARS PROGRAM FOR MIDDLE INCOME STUDENTS AND STEVENSON UNIVERSITY MAKERSPACE DESIGN AND CONSTRUCTION$200,000
SUCCESS IN EDUCATION FOUNDATION
111 EAST BROADWAY SUITE 900SALT LAKE CITYUT84111PCTO SUPPORT TECHNOLOGY PROGRAMS$250,000
TOGETHER WE OWN IT
P O BOX 1743SYKESVILLEMD21784PCTO SUPPORT RESTORATIVE YOUTH MENTORING$20,000
TOWSON UNIVERSITY FOUNDATION
8000 YORK ROADTOWSONMD21252PCTO FUND YEAR 3 OF 5 - TOWSON UTEACH, ENGLISH LANGUAGE LEARNER (ELL) STUDENT SUCCESS FUND & CHP BUILDING$600,000
TRI COUNTY COUNCIL FOUNDATION
31901 TRI COUNTY WAYSALISBURYMD21804PCTO SUPPORT PROJECT OPPORTUNITY$25,000
TYLER ROBINSON FOUNDATION
400 SOUTH 4TH STREET SUITE 500LAS VEGASNV89101PCTO SUPPORT 2022 TRF RISE UP GALA$100,000
ULMAN CANCER FUND FOR YOUNG ADULTS
2118 EAST MADISON STREETBALTIMOREMD21205PCTO FUND ULMAN HOUSE ANNEX RENOVATION AND ULMAN FOUNDATION GALA$53,000
UNITED WAY OF CENTRAL MARYLAND INC
1800 WASHINGTON BOULEVARD SUITE 340BALTIMOREMD21230PCTO SUPPORT FOOD AND MORE FOR OUR COMMUNITY- A PARTNERSHIP OF CPPS, WRM, AND UWCM RUN BOARD OF CARROLL COUNTY$20,000
UNITED WAY OF FREDERICK COUNTY
629 NORTH MARKET STREETFREDERICKMD21701PCTO SUPPORT PATHWAY TO TRANSPORTATION$25,000
UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC
20 NORTH PINE STREET ROOM S746BALTIMOREMD21201PCTO SUPPORT THE KAHLERT CENTER FOR TRANSLATIONAL ADDICTION MEDICINE AND MONITORING OF IMMUNE RESPONSE TO COVID-19 BOOSTER VACCINE IN A SUBSET OF IMMUNOCOMPROMISED PATIENTS$1,337,500
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION
4603 CALVERT ROADCOLLEGE PARKMD20740PCTO SUPPORT MARYLAND REGIONAL KIDWIND CHALLENGE - HOSTED BY THE COLLEGE OF EDUCATION$25,000
UNIVERSITY OF MARYLAND GLOBAL CAMPUS FOUNDATION
3300 METZEROTT ROADADELPHIMD20783PCTO SUPPORT PILLARS OF STRENGTH PROGRAM$100,000
UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC SHOCK TRAUMA
110 SOUTH PACA STREET 9TH FLOORBALTIMOREMD21201PCTO SUPPORT CENTER FOR INNOVATION IN CLINICAL AND TRANSLATIONAL SHOCK AND INJURY RESEARCH (CISIR)$125,000
UNIVERSITY OF UTAH
332 SOUTH 1400 EAST SUITE 150SALT LAKE CITYUT84112PCTO FUND THE KAHLERT SCHOOL OF COMPUTING, UNIVERSITY OF UTAH HEALTH NEW NARRATIVES IN HEALTH FILM SERIES, UNIVERSITY OF UTAH ATHLETICS 2022, KAHLERT VILLAGE / KAHLERT INITIATIVE FOR TECHNOLOGY (KIT), AND UTAH HOUSE IN WASHINGTON DC - PROPOSED "KAHLERT HALL" EVENT VENUE IN THE CARRIAGE HOUSE$2,550,000
USTAMID-ATLANTIC SECTION INC
620 HERNDON PARKWAY SUITE 290HERNDONVA20170PCTO SUPPORT USTA MID-ATLANTIC - GIRLS RULE THE COURT (GRTC) AND TENNIS 101 SERIES$45,000
UTAH FILM CENTER
50 WEST BROADWAY SUITE 1125SALT LAKE CITYUT84101PCTO FUND UTAH FILM CENTER MEDIA ARTS EDUCATION$50,000
UTAH GOLF FOUNDATION
4444 SOUTH 700 EAST SUITE 105MILLCREEKUT84107PCTO FUND VETERANS ON COURSE & YOUTH ON COURSE UTAH$25,000
UTAH NONPROFITS ASSOCIATION
P O BOX 65782SALT LAKE CITYUT84165PCTO PROVIDE OPERATING SUPPORT$25,000
UTAH OLYMPIC LEGACY FOUNDATION
P O BOX 980337PARK CITYUT84098PCTO SUPPORT UTAH OLYMPIC COMMUNITY PROGRAMS$25,000
UTAH SHAKESPEARE FESTIVAL
351 WEST CENTER STREETCEDAR CITYUT84720PCTO SUPPORT 2022 UTAH SHAKESPEARE FESTIVAL EDUCATION PROGRAMMING$25,000
UTAH SYMPHONY & OPERA
123 WEST SOUTH TEMPLESALT LAKE CITYUT84101PCTO BE LEAD SPONSOR FOR UTAH SYMPHONY'S 5TH-GRADE CONCERT SERIES IN 2023$25,000
VETERANS EXPEDITIONS
601 HUNT STREET UNIT CSALIDACO81201PCTO SUPPORT UTAH VETERAN OUTDOOR ACTIVITY EXPANSION$25,000
VOLUNTEERS OF AMERICA UTAH
435 WEST BEARCAT DRIVESALT LAKE CITYUT84115PCTO SUPPORT YOUTH RESOURCE CENTER$25,000
WARRIOR RIZEN FOUNDATION
5730 SILVER MOUNTAIN COVEMORGANUT84050PCTO SUPPORT GOLD STAR RETREAT$25,000
WAYNE BROWN INSTITUTE DBA VENTURECAPITALORG
P O BOX 2135SALT LAKE CITYUT84110PCTO SUPPORT VETERAN & WOMEN ENTREPRENEURSHIP EDUCATION PROGRAM$25,000
WESTMINSTER RESCUE MISSION
P O BOX 285 658 LUCABAUGH MILL ROADWESTMINSTERMD21158PCTO FUND INVESTING IN DEVELOPMENT FOR STRATEGIC GROWTH$70,000
WIDE ANGLE YOUTH MEDIA
2601 NORTH HOWARD STREET SUITE 160BALTIMOREMD21218PCTO SUPPORT WIDE ANGLE'S STUDIOS AT THE SERVICE CENTER$50,000
WOMAN TO WOMAN MENTORING INC
22 SOUTH MARKET STREET SUITE 321FREDERICKMD21701PCTO FUND FY24 WOMEN IN STEM PROGRAMS, SUSTAINING AND EXPANDING$30,000
Y IN CENTRAL MARYLAND
303 WEST CHESAPEAKE AVENUEBALTIMOREMD21204PCTO SUPPORT HILL Y FAMILY CENTER RENOVATIONS: BUILDING MEMBERSHIP THROUGH IMPROVED ACCESSIBILITY$150,000
ZACHING AGAINST CANCER FOUNDATION
6700 ALEXANDER BELL DRIVE SUITE 185COLUMBIAMD21046PCTO SUPPORT DIRECT PATIENT OUTREACH PROGRAM AND GALA SPONSORSHIP$55,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,760,163TotalGrantOrContriPdDurYrAmt
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$225,617ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$768,309ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,477,147ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,471,090ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,471,090TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$22,000Amt
Net Investment Income$22,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
14-INCH MACBOOK PRO - SPACE GRAY2023-01-09$2,842SL5.000000000000$284$0
16-INCH MACBOOK PRO - SPACE GRAY2023-01-09$3,834SL5.000000000000$383$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,144,497EOYBookValueAmt
EOYFMV$1,044,979EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$49,555,682$360,168,052
MUTUAL FUNDS$20,337,529$21,809,582

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$8,047,634USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,949,882USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$40,224StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$38,909StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
14-INCH MACBOOK PRO - SPACE GRAY$2,842$284$2,558
16-INCH MACBOOK PRO - SPACE GRAY$3,834$383$3,451

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,530LegalFeesAmt
Net Investment Income$1,530NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$3,824$0$3,824
MARKETING AND WEBSITE$10,280$0$10,280
OFFICE EXPENSE$15,876$0$15,876
TELEPHONE$702$0$702
INSURANCE$3,300$3,208$92
BANK SERVICE CHARGES$1,565$1,565$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$17RevenueAndExpensesPerBooksAmt
Net Investment Income$17NetInvestmentIncomeAmt
Adjusted Net Income$17AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODY FEES$3,634$3,634$0
INVESTMENT MANAGEMENT FEES$151,126$151,126$0
PROFESSIONAL FEES$28,298$0$28,298

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX ON INVESTMENT INCOME FOR FYE 06/30/2022$262,606$0$0
FOREIGN TAXES WITHHELD ON INVESTMENTS$1,372$1,372$0
PAYROLL TAXES$3,483$0$3,483

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