WOMENS HOSPITAL FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WOMENS HOSPITAL FOUNDATION INC (EIN 52-0591609)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349307717
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)
Return2023-11-15T11:46:18-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520591609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOMEN'S HOSPITAL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOMEBusinessNameControlTxt
Phone4108231800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 W PENNSYLVANIA AVE 600AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE BOYNEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108231800PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCATHERINEPersonFirstNm
Person LastBOYNEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT D RODGVILLE CPAPreparerPersonNm
PTINP00365285PTIN
Phone4103565900PhoneNum

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 IRS990

FieldValueIRS element (for citing)
Principal OfficerCATHERINE BOYNEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 W PENNSYLVANIA AVE 600AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,702,894GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1909FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionPROVIDE FINANCIAL SUPPORT FOR HEALTHCARE PROGRAMS AND EDUCATION TO SUPPORTED ORGANIZATIONSActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,520PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,813,029PYInvestmentIncomeAmt
CY Investment Income$1,513,003CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,835,549PYTotalRevenueAmt
CY Total Revenue$1,513,003CYTotalRevenueAmt
PY Grants And Similar Paid$2,791,213PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$358,689CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$263,430PYOtherExpensesAmt
CY Other Expenses$252,723CYOtherExpensesAmt
PY Total Expenses$3,054,643PYTotalExpensesAmt
CY Total Expenses$611,412CYTotalExpensesAmt
PY Revenues Less Expenses-$1,219,094PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$901,591CYRevenuesLessExpensesAmt
Total Assets BOY$46,155,656TotalAssetsBOYAmt
Total Assets EOY$35,981,642TotalAssetsEOYAmt
Total Liabilities BOY$5,574,042TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,107,048TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,581,614NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,874,594NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE FINANCIAL SUPPORT TO GBMC HEALTHCARE, INC., SHEPPARD PRATT HOSPITAL, PLANNED PARENTHOOD OF MARYLAND, AND STEVENSON UNIVERSITY SCHOOL OF NURSING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$101,305ExpenseAmt
Grant$101,305GrantAmt
DescCONTRIBUTIONS MADE TO GBMC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$101,305ExpenseAmt
Grant$101,305GrantAmt
DescCONTRIBUTIONS MADE TO SHEPPARD PRATT HOSPITAL.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$67,383ExpenseAmt
Grant$67,383GrantAmt
DescCONTRIBUTIONS MADE TO STEVENSON UNIVERSITY .Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$88,696ExpenseAmt
Grant$88,696GrantAmt
DescCONTRIBUTIONS MADE TO PLANNED PARENTHOOD OF MARYLAND AT $46,612 AND GILCHRIST HOSPICE CARE, INC AT $42,084 WHERE $21,995 IS NON CASH CONTRIBUTIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$88,696TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$88,696TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$358,689TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANEEN ARMSTRONG CO UHY ADVISORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4108281961PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CYNTHIA CRAWLEY
BOARD DIRECTOR1.00Yes (X)$0$0$0
NORMA PEDEN KILLEBREW
BOARD DIRECTOR1.00Yes (X)$0$0$0
JANEEN ARMSTRONG
BOARD DIRECTOR1.00Yes (X)$0$0$0
DEBORAH ROSENBERG
SECRETARY2.00Yes (X)$0$0$0Yes (X)
BETTY ANN BLACK
BOARD DIRECTOR1.00Yes (X)$0$0$0
SUSAN DUNN
BOARD DIRECTOR1.00Yes (X)$0$0$0
GLENN R MARTIN
BOARD DIRECTOR1.00Yes (X)$0$0$0
SAYRA MEYERHOFF
BOARD DIRECTOR1.00Yes (X)$0$0$0
FAITH MILLSPAUGH
BOARD DIRECTOR1.00Yes (X)$0$0$0
ANNE PATTERSON
TREASURER2.00Yes (X)$0$0$0Yes (X)
HELEN Z WARD
BOARD DIRECTOR1.00Yes (X)$0$0$0
CATHERINE BOYNE
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
CATHERINE MCDONNELL
VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
CHARLOTTE MODLY
BOARD DIRECTOR1.00Yes (X)$0$0$0
LEIGH WOODWORTH
BOARD DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$290,601TotalRevenueColumnAmt
Exclusion$290,601ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,412,293SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,189,891SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,222,402SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,222,402TotalRevenueColumnAmt
Exclusion$1,222,402ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,513,003TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,513,003ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$358,689TotalAmt
Program Services$358,689ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$36,529TotalAmt
Management And General$36,529ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,887TotalAmt
Management And General$23,887ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$182,029TotalAmt
Management And General$182,029ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,106TotalAmt
Management And General$3,106ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,172TotalAmt
Management And General$7,172ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$611,412TotalAmt
Program Services$358,689ProgramServicesAmt
Management And General$252,723ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,388,363BOYAmt
EOY$1,194,534EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$21,995BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,027,705BOYAmt
EOY$17,280,806EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$24,717,593BOYAmt
EOY$17,506,302EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$46,155,656BOYAmt
EOY$35,981,642EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,013BOYAmt
EOY$2,325EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,573,029BOYAmt
EOY$4,104,723EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,574,042BOYAmt
EOY$4,107,048EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,215,374BOYAmt
EOY$16,731,115EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,366,240BOYAmt
EOY$15,143,479EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,581,614BOYAmt
EOY$31,874,594EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$46,155,656BOYAmt
EOY$35,981,642EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$901,591ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$9,608,611NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations5SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (5 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
GILCHRIST HOSPICE CARE INC (GBMC)
5218512513Yes (1)$205,000$21,995
PLANNED PARENTHOOD OF MARYLAND INC
5206079307Yes (1)$500,000$0
GBMC FOUNDATION INC
5214119357Yes (1)$400,000$0
STEVENSON UNIVERSITY
5207053927Yes (1)$300,000$0
SHEPPARD PRATT
5205916847Yes (1)$400,000$0
FieldValueIRS element (for citing)
Supported Organizations Total5SupportedOrganizationsTotalCnt
Support Sum$1,805,000SupportSumAmt
Other Support Sum$21,995OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$5,282PriorYearAmt
Current Year$0CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$281,881PriorYearAmt
Current Year$290,601CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$287,163PriorYearAmt
Current Year$290,601CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$3,054,643PriorYearAmt
Current Year$611,412CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year-$2,767,480PriorYearAmt
Current Year-$320,811CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$41,747,862PriorYearAmt
Current Year$35,613,057CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$1,581,072PriorYearAmt
Current Year$1,517,332CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$2,648,291PriorYearAmt
Current Year$2,450,191CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$45,977,225PriorYearAmt
Current Year$39,580,580CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$45,977,225PriorYearAmt
Current Year$39,580,580CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$689,658PriorYearAmt
Current Year$593,709CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$45,287,567PriorYearAmt
Current Year$38,986,871CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$1,585,065PriorYearAmt
Current Year$1,364,540CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$1,585,065PriorYearAmt
Current Year$1,364,540CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable-$2,767,480CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income-$2,352,358CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$1,585,065CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$1,585,065CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$1,585,065CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$1,826,995CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$1,826,995CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$1,826,995CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$1,585,065CYDistributableAsAdjustedAmt
CY Distribution Yr100.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$1,585,065CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$45,880ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,880TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$45,880CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$1,826,995CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
CY Distri App Distributable$1,539,185CYDistriAppDistributableAmt
Excess Distribution$287,810ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$287,810ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$287,810ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION D, LINE 3:FormAndLineReferenceDesc
ExplanationIN ORDER TO ENSURE THAT EACH OF ITS FOUR SUPPORTED ORGANIZATIONS HAS A "SIGNIFICANT VOICE" IN ITS INVESTMENT POLICIES AND IN DIRECTING THE USE OF ITS FUNDS, THE ORGANIZATION INVITES REPRESENTATIVES OF EACH ORGANIZATION TO AT LEAST ONE OF ITS FOUR BOARD OF DIRECTORS MEETINGS HELD DURING THE YEAR. PRIOR TO SUCH MEETINGS, OFFICERS OF THE SUPPORTED ORGANIZATIONS ARE PROVIDED WITH THE ORGANIZATION'S FINANCIAL INFORMATION AND ARE GIVEN THE OPPORTUNITY ASK ADDITIONAL QUESTIONS RESPECTING THE ORGANIZATION'S FINANCES. IN ADDITION, MEMBERS OF THE ORGANIZATION'S GRANT COMMITTEES ARE IN REGULAR CONTACT THROUGHOUT THE TAX YEAR WITH OFFICERS OF EACH OF THE SUPPORTED ORGANIZATIONS DURING WHICH THE ORGANIZATION'S FUNDS AVAILABLE FOR DISTRIBUTION ARE DISCUSSED.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,049,518BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,816,395InvestmentEarningsOrLossesAmt
End Year Balance$13,233,123EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,122,948BeginningYearBalanceAmt
Investment Earnings Or Losses$926,570InvestmentEarningsOrLossesAmt
End Year Balance$16,049,518EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,682,249BeginningYearBalanceAmt
Investment Earnings Or Losses$2,440,699InvestmentEarningsOrLossesAmt
End Year Balance$15,122,948EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,605,094BeginningYearBalanceAmt
Investment Earnings Or Losses$2,077,155InvestmentEarningsOrLossesAmt
End Year Balance$12,682,249EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,780,050BeginningYearBalanceAmt
Investment Earnings Or Losses-$174,956InvestmentEarningsOrLossesAmt
End Year Balance$10,605,094EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.03190PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.96810TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (14 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BHH INCOME FUND - I$1,418,246F
BARINGS LOAN SUB TRUST BBH WEALTH STRATEGIES UNITB SERIES 1$417,757F
SANDTON CREDIT SOLUTIONS IV SUB TRUST$470,743F
ALTAROCK PARTNERS SERIES$2,303,224F
BARES MID/LARGE CAP SERIES$1,971,977F
CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES$1,042,084F
SELECT EQUITY SERIES$3,860,016F
GQG PARTNERS EMERGIN MARKETS EQUITY SERIES$2,920,569F
BBH CAPITAL PARTNERS OPPORTUNITIES$249,749F
BBH REAL ESTATE INCOME FUND III$672,462F
CLARKSTON FOUNDERS FUND-INST$695,522F
BBH REAL ESTATE ENHANCED VALUE FUND I, LP$125,183F
BBH CAPITAL PARTNERS VI-2 (CAYMAN)$516,902F
MARTELLO RE SERIES -BBH WS$841,868F
FieldValueIRS element (for citing)
Total Book Value Securities$17,506,302TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONS PAYABLEDesc
Amt$4,104,723Amt
FieldValueIRS element (for citing)
Total Liability$4,104,723TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt-$8,277,637TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$9,608,611NetUnrealizedGainsInvstAmt
Revenue Not Reported-$9,608,611RevenueNotReportedAmt
Revenue Subtotal$1,330,974RevenueSubtotalAmt
Investment Expenses Not Incld$182,029InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$182,029RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,513,003TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$429,383TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$429,383ExpensesSubtotalAmt
Investment Expenses Not Incld2$182,029InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$182,029ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$611,412TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION INTENDS TO USE THESE FUNDS TO SUPPORT GBMC HEALTHCARE, INC., SHEPPARD PRATT HOSPITAL, PLANNED PARENTHOOD OF MARYLAND, GILCHRIST HOSPICE CARE, INC. AND STEVENSON UNIVERSITY SCHOOL OF NURSING.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
GILCHRIST HOSPICE CARE INC
11311 MCCORMICK ROAD SUITE 350HUNT VALLEYMD21031521851251501(C)(3)$20,089$21,995FMVFIVE BURIAL PLOTSTO SUPPORT GILCHRIST HOSPICE TO PROVIDE HOSPICE CARE TO PATIENTS WHERE THEY RESIDE OR IN THE INPATIENT FACILITY.
GBMC FOUNDATION INC
6701 N CHARLES STREET STE 3105BALTIMOREMD21204521411935501(C)(3)$101,305$0TO SUPPORT CAPITAL CAMPAIGN FOR CONSTRUCTION OF NEW SPACE WITHIN THE HOSPITAL.
PLANNED PARENTHOOD OF MARYLAND INC
330 NORTH HOWARD STREETBALTIMOREMD21201520607930501(C)(3)$46,612$0TO BE APPLIED TO THE CERVICAL CANCER SCREENING PROJECT AND LARC ACCESS PROJECT.
SHEPPARD PRATT
6501 N CHARLES STREETBALTIMOREMD21204520591684501(C)(3)$101,305$0TO SUPPORT NEW AUTISM CENTER.
STEVENSON UNIVERSITY
100 CAMPUS CIRCLEOWINGS MILLSMD21117520705392501(C)(3)$67,383$0TO SUPPORT THE SCHOOL OF NURSING.
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES REGULAR REPORTS TO MONITOR ITS GRANTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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