R SCOTT ROSENBERGER CHARITABLEFOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
R SCOTT ROSENBERGER CHARITABLEFOUNDATION INC (EIN 20-5925873)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202323179349103312
Schema version
2022v5.0
Note
A later return for the same period supersedes this one.
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)
Return2023-11-13T13:09:40-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521683980PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NAZELROD AND ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 FAIRMOUNT AVE STE 300AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21286ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205925873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R Scott Rosenberger Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRSCOBusinessNameControlTxt
Phone4104041199PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13500 Boston StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR Scott RosenbergerPersonNm
Person TitlePresidentPersonTitleTxt
Phone4104041199PhoneNum
Signature2023-05-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstR ScottPersonFirstNm
Person LastRosenbergerPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKira N BruckerPreparerPersonNm
PTINP00017941PTIN
Phone4105837662PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$215,158FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,105DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,105DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,825NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,825GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,825CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$8NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss-$1,987OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$1,987OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,943TotalRevAndExpnssAmt
Total Net Invst Incm$3,943TotalNetInvstIncmAmt
Total Adj Net Incm$8TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$30OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$284TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$5,778OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,092TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,592TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,649ExcessRevenueOverExpensesAmt
Net Investment Income$3,913NetInvestmentIncomeAmt
Adjusted Net Income$8AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$103,526CashBOYAmt
Cash EOY$42,416CashEOYAmt
Cash EOYFMV$42,416CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$61,267CorporateStockBOYAmt
Corporate Stock EOY$64,534CorporateStockEOYAmt
Corporate Stock EOYFMV$54,857CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$94,336OtherInvestmentsBOYAmt
Other Investments EOY$91,178OtherInvestmentsEOYAmt
Other Investments EOYFMV$117,885OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$259,129TotalAssetsBOYAmt
Total Assets EOY$198,128TotalAssetsEOYAmt
Total Assets EOYFMV$215,158TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,500AccountsPayableBOYAmt
Accounts Payable EOY$3,500AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,500TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$256,629RetainedEarningBOYAmt
Retained Earning EOY$194,628RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$256,629TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$194,628TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$259,129TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$198,128TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$256,629TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,649ExcessRevenueOverExpensesAmt
Other Increases-$1,352OtherIncreasesAmt
Subtotal$194,628SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$194,628TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AssetMark - ST Capital Gain DistributionsP2022-01-012022-12-31$8$0$0$8$0$0$0$8
AssetMark - LT Capital Gain DistributionsP2021-01-012022-12-31$3,045$0$0$3,045$0$0$0$3,045
Blackston Long-term Capital Gain DistributionsP2021-01-012022-12-31$139$0$0$139$0$0$0$139
Capital Gains - Passthrough (GPB Holdings)P2021-01-012022-12-31$633$0$0$633$0$0$0$633
FieldValueIRS element (for citing)
Capital Gain Net Income$3,825CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$54SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$54TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksR Scott RosenbergerIndividualWithBooksNm
Phone4104041199PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13500 Boston StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21224ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonR SCOTT ROSENBERGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13500 BOSTON STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21224ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$61,238AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$72,971AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$108,371FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$242,580TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$242,580AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,639CashDeemedCharitableAmt
Net Vl Noncharitable Assets$238,941NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,947MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,947MinimumInvestmentReturnAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Total Tax$54TotalTaxAmt
Distributable Before Adj$11,893DistributableBeforeAdjAmt
Distributable Before Ded$11,893DistributableBeforeDedAmt
Distributable As Adjusted$11,893DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,500ExpensesAndContributionsAmt
Qualifying Distributions$53,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,893DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$79ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,179ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,685ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,943TotalExcessDistributionCyovAmt
Qualifying Distributions$53,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$950AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,550RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$10,943ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,943ExcessDistributionCyovAppCYAmt
Total Corpus$52,550TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$52,550ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$52,550ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Young Life
PO Box 520Colorado SpringsCO80901PCSOCIAL SERVICES$0
Best Friends
5001 Angel Canyon RoadKanabUT847415000PCSOCIAL SERVICES$0
San Juan County Arts Council
PO Box 3Friday HarborWA98250PCSOCIAL SERVICES$0
Grace Christian Fellowship
7325 N Bank StreetPortlandOR97203PCSOCIAL SERVICES$0
Cal Ripken Foundation
1427 Clarkview RoadBaltimoreMD21209PCSOCIAL SERVICES$0
The Family Tree
2108 N Charles StreetBaltimoreMD21218PCSOCIAL SERVICES$0
Living Classroom
802 S Caroline StreetBaltimoreMD21231PCSOCIAL SERVICES$0
Strong City
3503 N Charles StreetBaltimoreMD21218PCSOCIAL SERVICES$0
Health Leads
24 School StreetBostonMA02108PCSOCIAL SERVICES$0
International Rescue
122 E 42nd StreetNew YorkNY10168PCSOCIAL SERVICES$0
National Diaper Bank Network
155 East Street 101New HavenCT06511PCSOCIAL SERVICES$1,000
National Resources Defense
40 W 20th StreetNew YorkNY10011PCSOCIAL SERVICES$0
Child Foundation
2020 NE 102nd AvenuePortlandOR97220PCSOCIAL SERVICES$0
Blue Water
2631 Sisson StreetBaltimoreMD21211PCSOCIAL SERVICES$0
Maryland Food Bank
2200 Halethorpe Farms RoadBaltimoreMD21227PCSOCIAL SERVICES$5,000
Advocates for Children & Youth
1 N Charles St Suite 2400BaltimoreMD21201PCSOCIAL SERVICES$0
BARCS
2490 Giles RoadBaltimoreMD21225PCSOCIAL SERVICES$0
CASA of Baltimore
PO Box 13004BaltimoreMD21203PCSOCIAL SERVICES$0
House of Ruth Baltimore
2201 Argonne DriveBaltimoreMD21218PCSOCIAL SERVICES$0
Maryland Family Network
1001 Eastern Avenue 2nd FloorBaltimoreMD21202PCSOCIAL SERVICES$0
MD Coalition Against Sexual Assaults
PO Box 8782Silver SpringMD20907PCSOCIAL SERVICES$0
Portland Tennis & Education
7519 N Burlington AvePortlandOR97203PCSOCIAL SERVICES$5,000
Reading Partners
180 Grand Avenue Suite 800OaklandCA94612PCSOCIAL SERVICES$1,000
Roberta's House
2510 St Paul StreetBaltimoreMD21218PCSOCIAL SERVICES$0
SEPD Community Relations Council
5710 Eastern AvenueBaltimoreMD21224PCSOCIAL SERVICES$0
St Vincent de Paul of Baltimore
2305 N Charles St Ste 300BaltimoreMD21218PCSOCIAL SERVICES$1,500
Patterson Park Audubon Center
2901 E Baltimore St Box 2BaltimoreMD21224PCSOCIAL SERVICES$0
Liberty's Promise Inc
2900A Richmond HighwayAlexandriaVA22305PCSOCIAL SERVICES$500
Holistic Life Foundation
1014 W 36th St Suite 403BaltimoreMD21211PCSOCIAL SERVICES$0
Helping Up Mission
1029 E Baltimore StE Baltimore StMD21202PCSOCIAL SERVICES$4,000
Comfort Cases
15825 Shady Grove Rd Ste 60RockvilleMD20850PCSOCIAL SERVICES$0
Next One Up Foundation Inc
502 Washington AvenueTowsonMD21204PCSOCIAL SERVICES$1,000
Anne Arundel Community College Foundation
101 College ParkwayArnoldMD21012PCSOCIAL SERVICES$1,000
Lone Star Flight Museum
11551 Aerospace AveHoustonTX77034PCSOCIAL SERVICES$500
Atlanta Childrens Shelter
607 Peachtree Street NEAtlantaGA30308PCSOCIAL SERVICES$6,000
Soccer Without Borders
3700 Eastern AvenueBaltimoreMD21224PCSOCIAL SERVICES$1,000
Santa Claus Anonymous Incorporated
PO Box 28385BaltimoreMD21234PCSOCIAL SERVICES$500
The Ingenuity Project
1400 West Cold Spring Lane Room 337BaltimoreMD21209PCSOCIAL SERVICES$1,000
Girls Who Code Inc
28 West 23rd Street 4th FloorNew YorkNY100105260PCSOCIAL SERVICES$500
Oceana
1025 Connecticut Avenue NW Suite 20WashingtonDC20036PCSOCIAL SERVICES$250
Appalachian Trail Conservancy
799 Washington StreetHarpers FerryWV25425PCSOCIAL SERVICES$250
The Humane League
PO Box 10476RockvilleMD20849PCSOCIAL SERVICES$500
Feeding America
161 North Clark Street Suite 700ChicagoIL60601PCSOCIAL SERVICES$1,500
Casa of Cecil County
126 East High Street Suite 3ElktonMD21921PCSOCIAL SERVICES$6,000
Alliance for A Healthier Generation Inc
1028 SE Water Avenue Suite 215PortlandOR97214PCSOCIAL SERVICES$1,000
4 Paws for Ability
207 Dayton AvenueXeniaOH45385PCSOCIAL SERVICES$1,000
Central Pennsylvania Food Bank
3908 Corey RoadHarrisburgPA17109PCSOCIAL SERVICES$1,000
National Alliance to End Homelessness
1518 K Street NW 2nd FloorWashingtonDC20005PCSOCIAL SERVICES$1,000
American Foundation for Suicide Prevention
199 Water Street 11th FloorNew YorkNY10038PCSOCIAL SERVICES$1,000
Fred Rogers Productions
2100 Wharton Street Suite 700PittsburghPA15203PCSOCIAL SERVICES$1,000
Alex's Lemonade Stand Foundation
111 Presidential Boulevard Suite 20Bala CynwydPA19004PCSOCIAL SERVICES$1,000
The Arc Baltimore Inc
7215 York RoadBaltimoreMD21212PCSOCIAL SERVICES$6,000
WYPR
2216 North Charles StreetBaltimoreMD21218PCSOCIAL SERVICES$500
Friends of Patterson Park Inc
27 S Patterson Park AvenueBaltimoreMD21231PCSOCIAL SERVICES$500
Hereford High School Athletics
17301 York RoadParktonMD21120PCSOCIAL SERVICES$500
Soup for the Soul - Dundalk
299 Willow Spring RoadDundalkMD21222PCSOCIAL SERVICES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,105ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$3,825RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther Passthrough IncomeDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm$464UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$464UnrelatedBusinessTaxblIncmAmt
Exclusion$2,105ExclusionAmt
Related Or Exempt Function Incm$3,825RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,394TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementInvestment earnings provides support to the Foundation.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmt
AssetMark - Short-term capital gains distributionsPurchased$8$8
AssetMark - Long-term capital gains distributionsPurchased$3,045$3,045
Blackstone- Long-term capital gains distributionsPurchased$139$139
GPB Long-term capital gain distributions$633$633

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAsset Mark - SecuritiesStockNm
EOY Book Value$64,534EOYBookValueAmt
EOYFMV$54,857EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemInvestment in PassthroughCategoryOrItemTxt
Book Value$91,178BookValueAmt
EOYFMV$117,885EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnreported Investment Losses - Wash Sale RulesDesc
Amt$0Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank & Other Service FeesDesc
Revenue And Expenses Per Books$5,778RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPassthrough Income (Net)Desc
Revenue And Expenses Per Books-$1,987RevenueAndExpensesPerBooksAmt
Net Investment Income-$1,987NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Unrealized Gains on Investments$4,805
Book Value Investment Reporting Adjustment-$6,157

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGPB Holdings II LP Investment AdvisoryCategoryTxt
Amt$30Amt
Net Investment Income$30NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxesCategoryTxt
Amt$284Amt

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